Daily Notes

Langton Capital – 2023-09-11 – RTN (exits Leisure), Various Eateries, weather, trading, jobs market etc.:

Langton Capital – 2023-09-08 – RTN, Itsu, JDW, actions v words, trading, Hostmore, G4M & other:

Langton Capital – 2023-09-07 – RTN H1 meeting, Jet2, Playtech, food costs, veggie, experiential etc.:

Langton Capital – 2023-09-07 – PREMIUM – RTN H1 meeting, Jet2, Playtech, food costs, veggie, experiential etc.:

Langton Capital – 2023-09-06 – RTN H1 numbers, Services Sector, ghost kitchens, drip pricing & other:

Langton Capital – 2023-09-05 – JDW, TMO, Vianet, JET2, Barclaycard, labour issues, WFH, energy etc.:

Langton Capital – 2023-09-04 – Business confidence, train strikes, trading, Pernod, Dishoom etc.:

Langton Capital – 2023-08-25 – Subway, Hall & Woodhouse, Pret, price v volume, confidence, debt etc.:

Langton Capital – 2023-08-24 – PREMIUM – Vinoteca, JDW, BVIC, Peloton, delivery, the consumer, costs, WFH etc.:

Langton Capital – 2023-08-24 – Vinoteca, JDW, BVIC, Peloton, delivery, the consumer, costs, WFH etc.:

Langton Capital – 2023-08-23 – Subway, Itsu, Getir, TUI, Activision, the consumer, contract catering etc.:

Langton Capital – 2023-08-22 – Insolvencies, golf, contract catering, LfLs, Cake Box, Vinoteca, Entain etc.:

Langton Capital – 2023-08-21 – DPEU, JDW, Carlsberg, Tracker, Rates, holiday demand, breweries etc.:

Langton Capital – 2023-08-11 – ROO, Caffe Nero, RBI, Hello Fresh, Club Med, WFH, income levels etc.:

Langton Capital – 2023-08-10 – ENT, HSW, Disney, energy costs, summer trading, valuations etc.:

Langton Capital – 2023-08-09 – CCH (H1), AB InBev, TUI (Q3 numbers), Lyft (Q2), Flutter (H1) etc.:

Langton Capital – 2023-08-08 – IHG, DGE, Barclaycard, property, confidence, food costs, housing etc.:

Langton Capital – 2023-08-07 – Punch Pubs, JDW, Stansted, trading, energy costs, cinema, vinyl etc.:

Langton Capital – 2023-08-04 – XPF, Shake Shack, Airbnb, InBev, income squeeze, debt, holidays etc.:

Langton Capital – 2023-08-03 – Shaftesbury, YUM, Monster, NCL, funding, big ticket, air fares etc.:

Langton Capital – 2023-08-02 – SBUX, Molson, Uber, Marriott, duty changes, closures, holiday plans etc.:

Langton Capital – 2023-08-01 – DGE, AG Barr, DOM, GRG, Heineken, Liberation, food costs, delivery etc.:

Langton Capital – 2023-07-31 – Food costs, service sector, sales, train strikes, company updates etc.:

Langton Capital – 2023-07-28 – Advertising, DPP, Texas Roadhouse, McDonald’s, RCL, Swingers etc.:

Langton Capital – 2023-07-27 – MAB (Q3 update), DPEU (Q2), BVIC (Q3), JET, confidence etc.:

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