Daily Notes

Langton Capital – 2023-06-01 – Labour issues, trading, DGE, Pret, train strikes & other:

Langton Capital – 2023-05-31 – PREMIUM – DP Eurasia, DPP, Entain, Cook’s Coffee, Pizza Union & other:

Langton Capital – 2023-05-31 – DP Eurasia, DPP, Entain, Cook’s Coffee, Pizza Union & other:

Langton Capital – 2023-05-30 – PREMIUM – Clarity on Covid, food costs, services, BOWL, Whitbread & other:

Langton Capital = 2023-05-30 – Clarity on Covid, food costs, services, BOWL, Whitbread & other:

Langton Capital – 2023-05-26 – Contract catering, energy price cap, labour, sales v margin & other:

Langton Capital – 2023-05-26 – PREMIUM – Contract catering, energy price cap, labour, sales v margin & other:

Langton Capital – 2023-05-25 – Young & Co, CINE, CCH, Fever Tree, disposable income & other:

Langton Capital – 2023-05-24 – April inflation (miss), C&C (FY), April Tracker, RTN AGM, Wimpey etc.:

Langton Capital – 2023-05-23 – SSP (H1), XPF (FY), labour costs, younger consumers, insurance etc.:

Langton Capital – 2023-05-22 – Inflation, trading, energy, RTN, Cote, holiday demand, Disney & other:

Langton Capital – 2023-05-19 – Confidence, words v action, PFD, C&C, GNK, soft drinks, RTN & other:

Langton Capital – 2023-05-18 – M&B H1 meeting, insolvencies, Premier Foods, WF Home, income etc.:

Langton Capital – 2023-05-17 – M&B H1, Marston’s meeting, delivery, staffing, disposable income etc.:

Langton Capital – 2023-05-15 – Foodservice inflation, Punch Pubs, Vianet, Parkdean, PPHE & other:

Langton Capital – 2023-05-16 – PREMIUM – Marston’s (H1), Britvic & OTB (ditto), Gregg’s (Q1), wages, prices & other:

Langton Capital – 2023-05-15 – PREMIUM – Foodservice inflation, Punch Pubs, Vianet, Parkdean, PPHE & other:

Langton Capital – 2023-05-15 – Foodservice inflation, Punch Pubs, Vianet, Parkdean, PPHE & other:

Langton Capital – 2023-05-12 – Advertising spend, foodservice inflation, interest rates, Black Sheep etc.:

Langton Capital – 2023-05-11 – JDW conference call, RTN, Urban Pubs, Disney, train strikes & other:

Langton Capital – 2023-05-10 – JD Wetherspoon Q3, Compass, Comptoir, TUI, Airbnb & other:

Langton Capital – 2023-05-10 – PREMIUM – JD Wetherspoon Q3, Compass, Comptoir, TUI, Airbnb & other:

Langton Capital – 2023-05-09 – Crowning, consumer spend, TUI, Prezzo, RTN, Urban Pubs, Carlsberg etc.:

Langton Capital – 2023-05-05 – The coronation, service sector, trains, IHG., US Q1s & other:

Langton Capital – 2023-05-04 – Confidence, trading, inflation, DOM, AB InBev, SSP Luckin & other:

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