Daily Notes

Langton Capital – 2015-09-25 – Daily Wrap: Day-parts, evolution, big-ticket spending & other:

Langton Capital – 2015-09-25 – Dining trends & day-parts, more on T Cook & other:

Langton Capital – 2015-09-24 – Daily Wrap: Wet led pubs, drinking trends, Thomas Cook & other:

Langton Capital – 2015-09-24 – Thomas Cook, TUI, drinking trends, Tracker & other:

Langton Capital – 2015-09-23 – Daily Wrap: Leisure spending, holidays, cycles & other:

Langton Capital – 2015-09-23 – Shepherd Neame, Diageo, GNK Tracker, Carnival & other:

Langton Capital – 2015-09-22 – Daily Wrap: Mitchells & Butlers, Rugby, Deliveroo & other:

Langton Capital – 2015-09-22 – Mitchells + Butlers replaces CEO, AG Barr, Kuoni & other:

Langton Capital – 2015-09-21 – Daily Wrap: Restaurant capacity, Casual Dining Group & other:

Langton Capital – 2015-09-21 – Domino’s Pizza Poland, CDG, dining trends & other:

Langton Capital – 2015-09-18 – Daily Wrap: Interest rates, SAB Miller, Merlin & other:

Langton Capital – 2015-09-18 – Punch Taverns’ strategy, sugar, US interest rates & other:

Langton Capital – 2015-09-17 – Daily Wrap: SAB Miller, Merlin, London trading, UK wages & other:

Langton Capital – 2015-09-17 – SAB Miller, Merlin, Thomas Cook, Conviviality & other:

Langton Capital – 2015-09-16 – Daily Wrap: SAB Miller bid approach, tour operators, uses of money & other:

Langton Capital – 2015-09-16 – Luminar, payment methods, Accor, inflation & other:

Langton Capital – 2015-09-15 – Daily Wrap: Tour operators making hay? Evolution, deflationary fears & other:

Langton Capital – 2015-09-15 – Wine sales, brand loyalty, technology & other:

Langton Capital – 2015-09-14 – Daily Wrap: Interest rates, MOD Pizza, commodity prices, the FRI & other:

Langton Capital – 2015-09-14 – More on JDW, Kuoni, China, MOD pizza & other:

Langton Capital – 2015-09-11 – Daily Wrap: More from JDW, August trading, travel companies & other:

Langton Capital – 2015-09-11 – JD Wetherspoon FY numbers, pub trading & other:

Langton Capital – 2015-09-10 – Daily Wrap: Pub trading, new entrants, RTN, Thomas Cook & other:

Langton Capital – 2015-09-10 – August trading, overseas travel, Morrison’s & other:

Langton Capital – 2015-09-09 – Daily Wrap: Punch, NLW, August trading, JDW & other:

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