Daily Notes

Langton Capital – 2025-05-12 – Punch Pubs, ROO, Soho House, TGI Friday, Oxford St & other:

Langton Capital – 2025-05-09 – JDW, Molson, Campari, Peloton, US restaurant Q1s, licensing & other:

Langton Capital – 2025-05-09 – PREMIUM – JDW, Molson, Campari, Peloton, US restaurant Q1s, licensing & other:

Langton Capital – 2025-05-08 – AB InBev, IHG, Flutter, JD Wetherspoon, trade agreement(s) & other:

Langton Capital – 2025-05-07 – JDW, TAST, VARE, Cook’s Coffee, consumer confidence, trading & other:

Langton Capital – 2025-05-06 – ROO, XPF, Heineken, NCL, Easter trading, holiday demand & other:

Langton Capital – 2025-05-02 – PREMIUM – SSP Group, WTB, McDonald’s, Prezzo, Punch, corporate distress & other:

Langton Capital – 2025-05-02 – SSP Group, WTB, McDonald’s, Prezzo, Punch, corporate distress & other:

Langton Capital – 2025-05-01 – WTB, Travelodge, GNK, YUM, SBUX, JDW, business confidence & other:

Langton Capital – 2025-04-30 – YNGA, SBUX, CCH, PPHE, Pizza Union, spending, VE Day & other:

Langton Capital – 2025-04-29 – Jet2, ROO, Carlsberg, Hostelworld, Entain, Canal+, insolvencies & other:

Langton Capital – 2025-04-28 – Deliveroo, Whitbread, brewers, NIC changes, property & other:

Langton Capital – 2025-04-25 – Consumer confidence, incomes, tariffs, Evoke, Cook’s Coffee & other:

Langton Capital – 2025-04-24 – DOM, Vianet, Chas Wells, Nichols, outlet numbers, WFH, costs & other:

Langton Capital – 2025-04-23 – Punch, Just Eat, Redcat, PIER, BOWL, late night & other:

Langton Capital – 2025-4-22 – PREMIUM – PIER, CCL, Chipotle, Pernod, trading, fiscal drag, VE Day & other:

Langton Capital – 2025-4-22 – PIER, CCL, Chipotle, Pernod, trading, fiscal drag, VE Day & other:

Langton Capital – 2025-04-17 – ROO, GDK, Heineken, Stonegate, income levels, jobs market & other:

Langton Capital – 2025-04-16 – DP Poland, Gear4Music, Playtech, business confidence, CPI & other:

Langton Capital – 2025-04-15 – Barclaycard March data, jobs, rates, Molson, LVMH, Everyman & other:

Langton Capital – 2025-04-14 – Trading, loyalty, London, Carlsberg, DOM, Oakman, Aspinall’s & other:

Langton Capital – 2025-04-11 – Remy, SBUX, Peloton, Flight Club, employment, footfall, incomes & other:

Langton Capital – 2025-04-10 – Tariffs, taxes, incomes, food service inflation, Rank, Black Sheep & other:

Langton Capital – 2025-05-09 – Saga, Cameron’s, Caravan, interest rates, demand, trading & other:

Langton Capital – 2025-04-08 – Confidence, NIC, JDW, Portobello, Black Sheep, Chapel Down & other:

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