Daily Notes

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:

Langton Capital – 2015-12-08 – Vianet H1 + disposal, Enterprise Inns, ski holidays & other:

Langton Capital – 2015-12-07 – Daily Wrap: MRO, Merlin, Domino’s, plastic bags & other:

Langton Capital – 2015-12-07 – Honest Burger, Admiral, 888, Domino’s & other:

Langton Capital – 2015-12-04 – Daily Wrap: Director selling, last mover advantage, evolution & other:

Langton Capital – 2015-12-04 – Consumer trends, hacking, MOD, share sales & other:

Langton Capital – 2015-12-03 – Merlin, SAB, Meantime, holidays & other:

Langton Capital – 2015-12-03 – More on GNK, AG Barr, drink-drive limits & other:

Langton Capital – 2015-12-02 – Daily Wrap: Greene King, rugby, Sharm, oil prices & other:

Langton Capital – 2015-12-02 – Greene King H1 numbers, evolution, leisure travel & other:

Langton Capital – 2015-12-01 – Daily Wrap: Merlin, weather, Black Friday, commodity prices & other:

Langton Capital – 2015-12-01 – Merlin Entertainment, sugar, the weather & other:

Langton Capital – 2015-11-30 – Daily Wrap: New capacity, fizzy drinks, evolution, holidays & other:

Langton Capital – 2015-11-30 – New capacity, sugar, Coral, holiday trends & other:

Langton Capital – 2015-11-27 – Daily Wrap: SSP, travel companies, Marston’s, game-retailing & other:

Langton Capital – 2015-11-27 – Pat Val, Marston’s, Wagamama, holidays & other:

Langton Capital – 2015-11-26 – Daily Wrap: Marston’s meeting, London sales, petrol prices & other:

Langton Capital – 2015-11-26 – Marston’s FY numbers, more on Thomas Cook & other:

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