Daily Notes

Langton Capital – 2016-01-05 – Daily Wrap: Christmas trading, Tesco, innovation & other:
Langton Capital – 2016-01-05 – Xmas trading, storms, new capacity, Kuoni, Bwin & other:
Langton Capital – 2016-01-04 – Daily Wrap: Evolution in the marketplace, share prices diverge & other:
Langton Capital – 2016-01-04 – Alcohol limits, older drinkers, Xmas trading & other:
Langton Capital – 2015-12-24 – Leisure spending, minimum pricing, footfall & other:
Langton Capital – 2015-12-23 – Consumer trends, drink consumption, economy & other:
Langton Capital – 2015-12-22 – Camden, Kirin, domestic visits, oil prices & other:
Langton Capital – 2015-12-21 – Carnival, Brakes, gin drinking & other:
Langton Capital – 2015-12-18 – Daily Wrap: General market trends, hotel occupancy & other:
Langton Capital – 2015-12-18 – Peroni, Grolsch, Las Vegas, All Leisure & other:
Langton Capital – 2015-12-17 – Daily Wrap: Interest rates capture headlines, little else going on etc.:
Langton Capital – 2015-12-17 – Fulham Shore, new openings, interest rates & other:
Langton Capital – 2015-12-16 – Daily Wrap: Cycles, property costs, hotel occupancy & other:
Langton Capital – 2015-12-16 – Domino’s, Starbucks, Pizza Hut, interest rates & other:
Langton Capital – 2015-12-15 – Daily Wrap: Capacity & new entrants, coffee, Black Friday & other:
Langton Capital – 2015-12-15 – Pub numbers, NLW, coffee market, inflation & other:
Langton Capital – 2015-12-14 – Daily Wrap: Outlook for 2016, Merlin, Fosun & other:
Langton Capital – 2015-12-14 – BDO survey, C&C, D&D comments, Morrison’s & other:
Langton Capital – 2015-12-11 – Daily Wrap: Evolution, discounting, consumer spending & other:
Langton Capital – 2015-12-11 – More on Whitbread, Fosun, Thomas Cook & other:
Langton Capital – 2015-12-10 – Daily Wrap: More on Whitbread, poor November, slower economy etc. & other:
Langton Capital – 2015-12-10 – Whitbread Q3, TUI FY numbers, pub trading & other:
Langton Capital – 2015-12-09 – Daily Wrap: VAT Club, Tesco, online retailers & other:
Langton Capital – 2015-12-09 – easyHotel, VAT Club, roll-outs, household spend & other:
Langton Capital – 2015-12-08 – Daily Wrap: Cheaper holidays, Black Friday, Vianet, tenanted pubs, VAT Club & other: