Daily Notes

Langton Capital – 2023-03-30 – Tasty, Time Out, comments by NEXT, consumers, labour, holidays etc.:

Langton Capital – 2023-03-29 – Consumer credit, Chapel Down, Artisanal Spirits, Subway, holidays etc.:

Langton Capital – 2023-03-28 – AG Barr, Carnival, Diageo, Team17, Travelodge, prices, costs & other:

Langton Capital – 2023-03-27 – MEX (FY), JDW (H1 meeting), Wells, inflation, labour, Oakman etc.:

Langton Capital – 2023-03-24 – JDW (H1 numbers), TUI, GAW, CINE. Interest rates, confidence etc.:

Langton Capital – 2023-03-23 – C&C (downgrade), SHEP, rail strikes, inflation, Playtech & other:

Langton Capital – 2023-03-22 – Inflation (up again), Fever Tree, TEG, Hostelworld, holidays, rates & other:

Langton Capital – 2023-03-21 – Feb Tracker, footfall, inflation, trains, Visit England, PSNB & other:

Langton Capital – 2023-03-20 – PREMIUM – Selling assets, strikes, wages & labour, ROO, Honest Burger, holidays etc.:

Langton Capital – 2023-03-20 – Selling assets, strikes, wages & labour, ROO, Honest Burger, holidays etc.:

Langton Capital – 2023-03-17 – ROO, Carlsberg, JDW, Prezzo, CCL, the consumer, Budget & other:

Langton Capital – 2023-03-16 – Budget, delivery, ROO (FY numbers), GYM (ditto) & other:

Langton Capital – 2023-03-15 – Insolvencies, new openings, costs, Britvic, MAG, Brittany Ferries & other:

Langton Capital – 2023-03-14 – Labour market, Virgin Wines, Grubhub, JDW, PPHE, Playtech & other:

Langton Capital – 2023-03-13 – PREMIUM – Casual dining, labour, confidence, Nightcap, Naked Wines, RTN & other:

Langton Capital – 2023-03-13 – Casual dining, labour, confidence, Nightcap, Naked Wines, RTN & other:

Langton Capital – 2023-03-10 – Ads in Scotland, sport, labour, Hostmore, DOM, EG Group & other:

Langton Capital – 2023-03-09 – More on RTN, profit v sales, labour issues, rail, delivery, Entain etc.:

Langton Capital – 2023-03-08 – Restaurant Group, MARS, FBG, Hotel Chocolat, rail strikes & other:

Langton Capital – 2023-03-07 – RBG H1, GRG FY, PFD upgrade, rail strikes, mortgage costs & other:

Langton Capital – 2023-03-06 – Labour issues, WFH, costs, Covid, RTN, SBUX, Gousto & other:

Langton Capital – 2023-03-03 – DRS, food to go, supply issues, Wendy’s, Autogrill, air travel & other:

Langton Capital – 2023-03-02 – PPHE, Flutter, AB InBev, SBUX, footfall, Just Eat, Oakman & other:

Langton Capital – 2023-03-01 – Labour, inflation, service sector, Budget, JET, Nichols, NCL & other:

Langton Capital – 2023-02-28 – The consumer, footfall, Various Eateries, Safestay, N Ireland, High St etc.:

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