Daily Notes

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

Langton Capital – 2023-05-03 – RTN, Coca Cola HBC, Starbucks, Flutter, Prezzo, RBI, Black Sheep etc.:

Langton Capital – 2023-05-02 – RTN update, Vianet, trading, inflation, closures, staycations & other:

Langton Capital – 2023-04-28 – Gambling review, labour, inflation, Costa, RTN, Oakman & other:

Langton Capital – 2023-04-28 – PREMIUM – Gambling review, labour, inflation, Costa, RTN, Oakman & other:

Langton Capital – 2023-04-27 – Carlsberg, Hotel Choc, PPHE, Naked Wines, Chipotle, Dalata & other:

Langton Capital – 2023-04-26 – Whitbread call, McDonald’s, RTN, Nichols, Pepsi, Spotify, delivery etc.:

Langton Capital – 2023-04-25 – Whitbread FY, Loungers update, PPHE, footfall, Prezzo, demand & other:

Langton Capital – 2023-04-24 – March Tracker, PIER, ROO, XPF, trading comments, labour & other:

Langton Capital – 2023-04-21 – Insolvency stats, prices, confidence, Heineken, Holiday Extras & other:

Langton Capital – 2023-04-20 – Deliveroo, Rank Group, DP Poland, Jet2, inflation, labour & other:

Langton Capital – 2023-04-19 – Just Eat, inflation data, Netflix, labour, Bottle Deposit Scheme & other:

Langton Capital – 2023-04-18 – City Pub Co, Entain, Cineworld, Sportech, labour costs & other:

Langton Capital – 2023-04-17 – Drink sales, pub closures, rail strikes, inbound tourists, Powerleague etc.:

Langton Capital – 2023-04-14 – The off-trade, food price inflation, other costs, trading, 888 & other:

Langton Capital – 2023-04-13 – Trading, Low & No, inflation, Red Oak, BrewDog, GDP & other:

Langton Capital – 2023-04-12 – PREMIUM – Late night market, inflation, DPEU, Everyman, Subway & other:

Langton Capital – 2023-04-12 – Late night market, inflation, DPEU, Everyman, Subway & other:

Langton Capital – 2023-04-11 – Consumer spending, recent trading, Cineworld, Hollywood Bowl & other:

Langton Capital – 2023-04-11 – PREMIUM – Consumer spending, recent trading, Cineworld, Hollywood Bowl & other:

Langton Capital – 2023-04-06 – Fulham Shore, breweries, margin pressure, service sector & other:

Langton Capital – 2023-04-05 – Covid impact (lasting or transient), Prezzo, Wahaca, holidays etc.:

Langton Capital – 2023-04-04 – Saga, demographics, coffee, the consumer, Club Med & other:

Langton Capital – 2023-04-03 – Labour, energy costs, Stonegate, Oakman, holiday demand etc.:

Langton Capital – 2023-03-31 – Marston’s, delivery, Scotland, Planet Organic, Rekom, Chopstix etc.:

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