Daily Notes

Langton Capital – 2022-10-13 – Rank, Entain, GAW, labour issues, delivery, easyJet & other:

Langton Capital – 2022-10-12 – Hostelworld, Playtech, GDP & recession signals, LDIs, pensions etc.:

Langton Capital – 2022-10-11 – MARS, Rosa’s, labour costs, employment, holiday demand & other:

Langton Capital – 10 Oct 22 – BOWL, JDW, energy, confidence, closures, coffee, wage costs & other:

Langton Capital – 10 Oct 22 – PREMIUM – BOWL, JDW, energy, confidence, closures, coffee, wage costs & other:

Langton Capital – 2022-10-07 – JD Wetherspoon, business confidence, disposable income, inflation etc.:

Langton Capital – 2022-10-06 – UK services, Diageo, 888, cost of living, holiday supply, debt costs etc.:

Langton Capital – 2022-10-05 – PREMIUM – Disposable income, inflation, Five Guys, BrewDog, Black Sheep & other:

Langton Capital – 2022-10-05 – Disposable income, inflation, Five Guys, BrewDog, Black Sheep & other:

Langton Capital – 2022-10-04 – PREMIUM – Gregg’s, Competitive Socialising, confidence, BK UK, ROO, holidays etc.:

Langton Capital – 2022-10-04 – Gregg’s, Competitive Socialising, confidence, BK UK, ROO, holidays etc.:

Langton Capital – 2022-10-03 – Confidence, Tortilla, inflation, CCL, D&D, Parkdean & more:

Langton Capital – 2022-09-30 – DP Eurasia, Cineworld, Carlsberg, M&B, mini-Budget, trading, labour etc.:

Langton Capital – 2022-09-29 – Mitchells & Butlers, Safestay, delivery, Xmas, trading, Big Table & other:

Langton Capital – 2022-09-28 – Shepherd Neame, XPF, Everyman Media, DP Poland, mini-Budget etc.:

Langton Capital – 2022-09-27 – SSP, AG Barr, DOM, JDW, SAGA, continued Mini-Budget fallout & other:

Langton Capital – 2022-09-26 – Mini-Budget fallout, Sterling & inflation, Covid, PIER, Chapel Down & other:

Langton Capital – 2022-09-23 – Consumer confidence, mini-Budget, NIC, costs, footfall, SSP & other:

Langton Capital – 2022-09-22 – Energy Relief Bill, trading, COM, Adnams, VARE, Playtech & other:

Langton Capital – 2022-09-21 – City Pub Group, Hostmore, Ten, GAW, Tracker, ‘normality’, energy etc.:

Langton Capital – 2022-09-20 – Queen’s funeral, Fuller’s, Tasty, TUI, Hawksmoor, HM Gov, trading etc.:

Langton Capital – 2022-09-16 – Monday openings, tax cuts, food supply, Naked Wines, Heathrow etc.:

Langton Capital – 2022-09-15 – Open or close? Energy, staffing, inflation, confidence, Amazon, T17 etc.:

Langton Capital – 2022-09-14 – The upside: Hospitality’s ‘silver lining’

Langton Capital – 2022-09-14 – C&C, inflation, energy, Artisanal, labour, SBUX, Center Parcs etc.:

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