Daily Notes

Langton Capital – 2023-02-27 – Elasticities, inflation, Scotland, trains, energy costs, CINE, Heineken etc.:

Langton Capital – 2023-02-24 – Consumer confidence, sales & costs, DOM (US), CINE, Heathrow & other:

Langton Capital – 2023-02-23 – Expectations, the consumer, inflation, Campari, Cineworld, Wells etc.:

Langton Capital – 2023-02-22 – Sales Tracker, supply, WFH, RTN, Molson, Pret, Microsoft, services etc.:

Langton Capital – 2023-02-21 – PREMIUM – Confidence, labour, energy, Time Out, IHG, gambling, supply issues etc.:

Langton Capital – 2023-02-21 – Confidence, labour, energy, Time Out, IHG, gambling, supply issues etc.:

Langton Capital – 2023-02-20 – Delivery, drink sales, contactless, WFH, trains, RTN, Man Utd etc.:

Langton Capital – 2023-02-13 – Is Away On Holiday.

Langton Capital – 2023-02-10 – Pizza Day, ROO, Loungers, JDW, Leon, C Parcs, Saga, US Q4s & more:

Langton Capital – 2023-02-09 – Compass Group, Disney, YUM, price v volume, delivery & more:

Langton Capital – 2023-02-08 – Chipotle, Parkdean, Marriott, Zoom, Nintendo, UK economy & more:

Langton Capital – 2023-02-07 – Honest Burger, card spend, Carlsberg, SBUX, Gousto, Activision etc.:

Langton Capital – 2023-02-06 – Services, demand, labour, trains, Budget, DGE, Playtech & more:

Langton Capital – 2023-02-03 – Trading, labour, outlook Starbucks, US Q4s (Apple, Amazon etc.) & more:

Langton Capital – 2023-02-02 – Travelodge, Meta, profit warnings, cost of living, Stonegate & more:

Langton Capital – 2023-02-01 – Energy costs, Entain, McDonald’s, Spotify, Snap, profit warnings & more:

Langton Capital – 2023-01-31 – AG Barr, 888 Holdings, regional trading, business optimism & more:

Langton Capital – 2023-01-30 – PREMIUM – DPEU, 888, services, Red Flags, rail strikes, WM Morrison, FlyBe & more:

Langton Capital – 2023-01-30 – PREMIUM – DPEU, 888, services, Red Flags, rail strikes, WM Morrison, FlyBe & more:

Langton Capital – 2023-01-30 – DPEU, 888, services, Red Flags, rail strikes, WM Morrison, FlyBe & more:

Langton Capital – 2023-01-27 – Business confidence, On the Beach, trading, WFH, the High Street etc.:

Langton Capital – 2023-01-26 – JDW, DGE, JET2, RNK, BVIC, Playtech, Fever Tree, Time Out & more:

Langton Capital – 2023-01-25 – JD Wetherspoon, XP Factory, EasyJet, inflation, services, London & more:

Langton Capital – 2023-01-25 – JD Wetherspoon, XP Factory, EasyJet, inflation, services, London & more:

Langton Capital – 2023-01-24 – Marston’s, Capital Pubs, Artisanal, SAGA, utility bills, cost of living etc:

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