Daily Notes

Langton Capital – 2025-05-20 – SSP Group, Gregg’s, Comptoir, food price inflation, mobility & other:

Langton Capital – 2025-05-19 – PREMIUM – DGE Q3, Just Eat, trading, soft drinks, slot machines & other:

Langton Capital – 2025-05-19 – DGE Q3, Just Eat, trading, soft drinks, slot machines & other:

Langton Capital – 2025-05-16 – Everplay, PFD, Turtle Bay, Boxpark, Thwaites, licensing, brands & other:

Langton Capital – 2025-05-16 – PREMIUM – Everplay, PFD, Turtle Bay, Boxpark, Thwaites, licensing, brands & other:

Langton Capital – 2025-05-15 – PFD, RedCat, Butcombe, Flutter, trading, cost inflation, GDP & other:

Langton Capital – 2025-05-14 – Marston’s, Compass Group, TUI AG, Airbnb, jobs market & other:

Langton Capital – 2025-05-13 – Marston’s, On the Beach, consumer spending, labour market & other:

Langton Capital – 2025-05-12 – Punch Pubs, ROO, Soho House, TGI Friday, Oxford St & other:

Langton Capital – 2025-05-09 – JDW, Molson, Campari, Peloton, US restaurant Q1s, licensing & other:

Langton Capital – 2025-05-09 – PREMIUM – JDW, Molson, Campari, Peloton, US restaurant Q1s, licensing & other:

Langton Capital – 2025-05-08 – AB InBev, IHG, Flutter, JD Wetherspoon, trade agreement(s) & other:

Langton Capital – 2025-05-07 – JDW, TAST, VARE, Cook’s Coffee, consumer confidence, trading & other:

Langton Capital – 2025-05-06 – ROO, XPF, Heineken, NCL, Easter trading, holiday demand & other:

Langton Capital – 2025-05-02 – PREMIUM – SSP Group, WTB, McDonald’s, Prezzo, Punch, corporate distress & other:

Langton Capital – 2025-05-02 – SSP Group, WTB, McDonald’s, Prezzo, Punch, corporate distress & other:

Langton Capital – 2025-05-01 – WTB, Travelodge, GNK, YUM, SBUX, JDW, business confidence & other:

Langton Capital – 2025-04-30 – YNGA, SBUX, CCH, PPHE, Pizza Union, spending, VE Day & other:

Langton Capital – 2025-04-29 – Jet2, ROO, Carlsberg, Hostelworld, Entain, Canal+, insolvencies & other:

Langton Capital – 2025-04-28 – Deliveroo, Whitbread, brewers, NIC changes, property & other:

Langton Capital – 2025-04-25 – Consumer confidence, incomes, tariffs, Evoke, Cook’s Coffee & other:

Langton Capital – 2025-04-24 – DOM, Vianet, Chas Wells, Nichols, outlet numbers, WFH, costs & other:

Langton Capital – 2025-04-23 – Punch, Just Eat, Redcat, PIER, BOWL, late night & other:

Langton Capital – 2025-4-22 – PREMIUM – PIER, CCL, Chipotle, Pernod, trading, fiscal drag, VE Day & other:

Langton Capital – 2025-4-22 – PIER, CCL, Chipotle, Pernod, trading, fiscal drag, VE Day & other:

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