Daily Notes

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

Langton Capital – 2022-11-14 – Furious pre-Budget lobbying, rates, inflation, trading, holiday demand etc.:

Langton Capital – 2022-11-11 – YNGA meeting, labour issues, confidence, income, High Street etc.:

Langton Capital – 2022-11-10 – YNGA (H1), DOM (Q3), Nightcap, JDW (conf. call), gaming industry etc.:

Langton Capital – 2022-11-09 – JD Wetherspoon, Flutter, Gym Group, PPHE, spending, costs etc.:

Langton Capital – 2022-11-08 – Card spending, food costs, trading, CCH, Carlsberg, staycations etc.:

Langton Capital – 2022-11-07 – Trading, prices, labour, Loungers, YUM, Twitter & other:

Langton Capital – 2022-11-04 – Mortgages, service sector, SBUX, FUL, Arc, Shake Shack, Marriott etc.:

Langton Capital – 2022-11-03 – Confidence, food prices, labour, Thwaites, YUM Brands, Young & Co etc.:

Langton Capital – 2022-11-02 – Staff, inflation, Molson, Frontier Developments, OTB, interest rates etc.:

Langton Capital – 2022-11-01 – Fulham Shore, trading, closure risks, wages, Shaftesbury, Thwaites etc.:

Langton Capital – 2022-10-31 – Drink sales, markets, taxes, late night market, Boxpark, video games etc.:

Langton Capital – 2022-10-28 – Surveys, delivery, menus, McDonald’s. Amazon, Apple, Accor etc.:

Langton Capital – 2022-10-27 – C&C H1, PPHE Q3, AB InBev Q3, consumer income, confidence & other:

Langton Capital – 2022-10-26 – WTB, new PM, Carlsberg, Coke, Virgin Wines, VNET, Flutter, Meta etc.:

Langton Capital – 2022-10-25 – Whitbread, On the Beach, Various Eateries, services output, trading etc.:

Langton Capital – 2022-10-24 – PREMIUM – Rising rates, ROO, Xmas, costs, Adnams, Pret, Tim Horton & more:

Langton Capital – 2022-10-24 – Rising rates, ROO, Xmas, costs, Adnams, Pret, Tim Horton & more:

Langton Capital – 2022-10-21 – Deliveroo Q3, ROO, IHG Q3, politics, surveys, GfK, trading & more:

Langton Capital – 2022-10-20 – Surveys, JET, red flags, Nero, DGE, Pernod, G4M. JET2, easyHotel etc.:

Langton Capital – 2022-10-19 – Just Eat, RBG acquisition, inflation, Sept Tracker, staffing, Netflix & other:

Langton Capital – 2022-10-18 – RBG, Jet2, 888, current trading, footfall, U-turns, Xmas plans & other:

Langton Capital – 2022-10-17 – Current trading, labour, Comptoir, Nero, Chapel Down, Boxpark & other:

Langton Capital – 2022-10-17 – PREMIUM – Current trading, labour, Comptoir, Nero, Chapel Down, Boxpark & other:

Langton Capital – 2022-10-14 – Loungers, confidence, Diageo, Domino’s US, ROO, RNK & other:

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