Daily Notes

Langton Capital – 2023-01-23 – Fuller’s update, Everyman, delivery, the consumer, prices & other:

Langton Capital – 2023-01-20 – Deliveroo, consumer confidence, closures, London, DPP, flights & other:

Langton Capital – 2023-01-19 – Labour issues, trains, ROO, JET, PFD, G4M, FDEV, HOTC & other:

Langton Capital – 2023-01-18 – Just Eat, Dec Tracker, Dec inflation, labour issues, strikes & other:

Langton Capital – 2023-01-17 – Consumer, labour market, DGE, RBG, DPP, Oakman, Naked Wines etc.:

Langton Capital – 2023-01-16 – Brands, trading, the consumer, plastics, Byron, Jet2 & other:

Langton Capital – 2023-01-13 – PREMIUM – C&C, 888, WTB conference call, breweries, GDP numbers, labour etc.:

Langton Capital – 2023-01-13 – C&C, 888, WTB conference call, breweries, GDP numbers, labour etc.:

Langton Capital – 2023-01-12 – M&B, Whitbread, Gym Group, delivery, inflation, hotels & other:

Langton Capital – 2023-01-11 – Nichols, Nightcap, Rekom, Hostelworld, Byron, TEG, hotels etc.:

Langton Capital – 2023-01-10 – Hostmore, GAW, WTB, energy support, Barclaycard data, Nando’s etc.:

Langton Capital – 2023-01-09 – Tortilla, Frontier Developments, Giggling Squid, income, Crussh etc.:

Langton Capital – 2023-01-06 – Service sector, costs, USA, Byron, D&D, Pret, Covid, comp numbers etc.:

Langton Capital – 2023-01-05 – Gregg’s, Pizza Express, Byron, Glendola, energy support, inflation etc.:

Langton Capital – 2023-01-04 – Footfall, inflation, WFH, current trading, JDW, Covid & Travel & other:

Langton Capital – 2023-01-03 – December sales, strikes, footfall, H Choc, RTN, DPP, CINE & other:

Langton Capital – 2022-12-23 – Cost of living, Covid, Carnival, JDW, Pret, Grind, 2023 outlook & other:

Langton Capital – 2022-12-23 – PREMIUM – Cost of living, Covid, Carnival, JDW, Pret, Grind, 2023 outlook & other:

Langton Capital – 2022-12-22 – Spending squeeze, labour, MARS, CINE, Twitter, travel disruption etc.:

Langton Capital – 2022-12-21 – Energy support, strikes, supply issues, Drake & Morgan, Twitter etc.:

Langton Capital – 2022-12-20 – Footfall, energy costs, labour, air travel, Twitter, AG Barr, Artisanal etc.:

Langton Capital – 2022-12-19 – Pizza Union, food inflation, footfall, drink sales, energy costs & other:

Langton Capital – 2022-12-16 – BOWL, FUL, RNK, GAW, delivery, GfK confidence, bank rate & other:

Langton Capital – 2022-12-15 – Tracker, inbound tourism, energy costs, labour, Carlsberg, bank rates etc.:

Langton Capital – 2022-12-14 – Inflation, strikes, Hawksmoor, TUI, consumer squeeze, labour etc.:

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