Daily Notes

Langton Capital – 2023-07-03 – Pizza Pilgrims, Adnams, DOM, trading, HMRC, strikes, confidence & other:

Langton Capital – 2023-06-30 – Profit warnings, borrowings, Oakman, Staycity, DP Poland, Merlin & other:

Langton Capital – 2023-06-29 – YNGA, Heavitree, PPHE, CINE, inflation, utility costs & other:

Langton Capital – 2023-06-28 – Various Eateries, profit recession, costs, RBG, DGE, holidays & other:

Langton Capital – 2023-06-27 – Inflation, London trading, Rekom, St Austell, Carnival, Meta & other:

Langton Capital – 2023-06-26 – Trading, London, RTN, JW Lees, Forte, CINE, Sportech & other:

Langton Capital – 2023-06-23 – Hot Choc (warning), WTM (meet), GfK, delivery, interest rates & other:

Langton Capital – 2023-06-22 – Whitbread, cost of living, inflation, SSP, Thwaites, Amazon & other:

Langton Capital – 2023-06-21 – Inflation (core rise), May Tracker, RTN, Nichols, C&C, holidays & other:

Langton Capital – 2023-06-20 – Busts, accommodation costs, strikes, D&D, Saga, G4m, inflation & other:

Langton Capital – 2023-06-19 – Insolvencies, inflation, cost of living, trading, CCH, WTB & other:

Langton Capital – 2023-06-16 – FSTA meeting, premiumisation, profit recession, Wadworth, rates & other:

Langton Capital – 2023-06-16 – PREMIUM – FSTA meeting, premiumisation, profit recession, Wadworth, rates & other:

Langton Capital – 2023-06-15 – Fuller’s, asset prices, cost of living, Center Parcs, Entain & other:

Langton Capital – 2023-06-14 – PREMIUM – Bids, food inflation, YO!, DAL, ENT, FDEV, CINE, GAW, GDP & other:

Langton Capital – 2023-06-14 – Bids, food inflation, YO!, DAL, ENT, FDEV, CINE, GAW, GDP & other:

Langton Capital – 2023-06-13 – Wages, delivery costs, mortgages, Vianet, Everard’s, Newbury & other:

Langton Capital – 2023-06-12 – Insurance, trading, FUL, NGHT, asset prices, Staycity, Travelodge & other:

Langton Capital – 2023-06-09 – WFH, labour, deposit return, breweries, SBUX, visa-travel & other:

Langton Capital – 2023-06-08 – Labour issues, deposit return scheme, DGE, LGRS, Betty’s & other:

Langton Capital – 2023-06-07 – Adnams, City Pub Group, Hostmore, Odeon, wider trading & other:

Langton Capital – 2023-06-06 – Gfinity, DOM, PPHE, Barclaycard data, Center Parcs & other:

Langton Capital – 2023-06-05 – Diageo, Vianet, confidence, train strikes, cost of living crisis & other:

Langton Capital – 2023-06-02 – PREMIUM – Food prices, trading, SBUX, Tim’s, TUI, YUM & other:

Langton Capital – 2023-06-02 – Food prices, trading, SBUX, Tim’s, TUI, YUM & other:

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