Inflation: Friend or Foe?

Background: Many consumers have little or no first-hand experience of inflation The two 5% spikes in 2008 and 2011 were ‘aberrations’ We were in short pants (or not born) in the 20% plus days of the 1970s Nobody’s suggesting we’re going back there but there’s a rumble in the price jungle RIP deflation – here’s…

Restaurants in US hit bump, any UK read-across?

Gloomy comments Stateside: 4 Jan: NPD Group says ‘a restaurant industry that struggled with weak sales and traffic in 2016 shouldn’t expect much improvement in 2017.’ 4 Jan: NPD ‘expects restaurant industry traffic to remain stalled in 2017’. It sees a shift from dine-in to quick-service 4 Jan: NPD says there are ‘more restaurants than…

Food Critics go Viral: YouTubing ‘The Pengest Munch’

*Originally published on 20 December Younger consumers mean you cannot ignore the internet… ‘Online’ isn’t just a buzzword, it’s a key battleground. Social media engagement (when navigated correctly) is a potent asset. A canny young food critic called The Chicken Connoisseur has popped up on Langton’s news feeds, prompting a lively discussion on ‘the pengest…

Crowdfunding in the crosshairs?

AKA shocks, regulation, fallacy of ‘5 sigma’ events & Crowd-Funding: Q: If ‘five sigma’ events should only happen 1 in 3.5m times, why are they so frequent? A: Because there is no normal distribution. A: And we suffer from over-optimism, wilful blind spots, call it what you will. A: And regulators, politicians etc. may interfere,…

Langton Capital – 2016-12-07 – 60 Seconds on Inflation, Margins, and Savvy Customers

Inflationary Pressures and the Spectre of Price Rises Inflation is coming in 2017 – but how much will there be, and who is most affected? Forecasts can be a fool’s game, but that doesn’t stop us from giving our two cents. Evidence suggests the UK consumer credit cycle is relatively mature, with many households extended…