Daily Notes

Langton Capital – 2022-12-13 – Jobs data, labour issues, strikes & snow, IHG, CINE & other:

Langton Capital – 2022-12-13 – Jobs data, labour issues, strikes & snow, IHG, CINE & other:

Langton Capital – 2022-12-12 – Covid, football and footfall, drinks, cash, strikes, labour, flight delays etc.:

Langton Capital – 2022-12-09 – The consumer, energy costs, food prices, rail strikes, travel & other:

Langton Capital – 2022-12-08 – M&B meeting, OTB, consumer squeeze, rail strikes, labour issues & other:

Langton Capital – 2022-12-07 – M&B full year, more on MARS, SSPG. GAW, Naked Wines, W Cup etc.:

Langton Capital – 2022-12-06 – Marston’s FY, SSP FY, Time Out FY, Vianet H1, W Cup, strikes & other:

Langton Capital – 2022-12-05 – PREMIUM – W/Cup, strikes, labour issues, AG Barr, holiday demand, gambling etc.:

Langton Capital – 2022-12-05 – W/Cup, strikes, labour issues, AG Barr, holiday demand, gambling etc.:

Langton Capital – 2022-12-05 – W/Cup, strikes, labour issues, AG Barr, holiday demand, gambling etc.:

Langton Capital – 2022-12-02 – W Cup, cannibalisation, cost of living, delivery, Cineworld, PureGym etc.:

Langton Capital – 2022-12-01 – Loungers, sales v margin, World Cup, delivery, H Chocolat, hotels etc.:

Langton Capital – 2022-11-30 – Loungers, service sector, inflation, turkeys, strikes, CCL & other.:

Langton Capital – 2022-11-29 – Marston’s, 888, easyJet, Shaftesbury, sales, the consumer & other.:

Langton Capital – 2022-11-28 – Off trade discounts, consumer, W Cup, DOM, Nando’s, XPF & other.:

Langton Capital – 2022-11-25 – Staffing, World Cup, footfall, margins, windfalls, GNK, Remy & other:

Langton Capital – 2022-11-24 – Jet2, Time Out, Xmas & the football, delivery, demographics & other:

Langton Capital – 2022-11-23 – DPEU, BVIC, Hostelworld, rail strikes, Christmas, football & the rest:

Langton Capital – 2022-11-22 – Demographics, Disney, jobs market, footfall, Black Friday & more:

Langton Capital – 2022-11-21 – World Cup, Christmas, Compass Group, Disney, the consumer & more:

Langton Capital – 2022-11-18 – Budget, Fuller’s H1 meeting, confidence, Parsleybox, Everyman etc.:

Langton Capital – 2022-11-17 – Fuller’s H1, food costs, inflation, CCL, Flutter, Soho House & more:

Langton Capital – 2022-11-16 – PREMIUM – October Tracker, costs, employment, inflation, JDW & more:

Langton Capital – 2022-11-16 – October Tracker, costs, employment, inflation, JDW & more:

Langton Capital – 2022-11-15 – Confidence, wage data, footfall, JDW, G4M, Club Med & more:

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