Daily Notes

Langton Capital – 2022-08-02 – Research Note: Unlockdown Losers

Langton Capital – 2022-08-02 – Domino’s, Revolution Bars, Gregg’s, AG Barr, jobs, footfall etc.:

Langton Capital – 2022-08-01 – Heineken, Nightcap, bus. confidence, cons. borrowing, how busy is busy etc:

Langton Capital – 2022-07-29 – Mobility data, delivery, costs & prices, Shepherd Neame, flights etc.:

Langton Capital – 2022-07-28 – DGE, AB InBev, Chipotle, McDonald’s, Virgin Wines, Meta, confidence etc.:

Langton Capital – 2022-07-28 – DGE, AB InBev, Chipotle, McDonald’s, Virgin Wines, Meta, confidence etc.:

Langton Capital – 2022-07-27 – Marston’s, Everyman, Nichols, McDonald’s, Coke, inflation & other:

Langton Capital – 2022-07-26 – Footfall, cities, delivery, insolvencies, CPG, PIER, GAW & other:

Langton Capital – 2022-07-25 – Strikes, inflation, Mission Mars, SBUX, FUL, PFD, hotel market etc.:

Langton Capital – 2022-07-22 – Fulham Shore (FY meet), GfK confidence, D&D, costs, holidays etc.:

Langton Capital – 2022-07-21 – M&B (Q3), FSTA (Q1), FUL (full year), DPEU, trading, margins, costs etc.:

Langton Capital – 2022-07-20 – PREMIUM – CPI numbers, Tracker, labour issues, Shepherd Neame, NFX & other:

Langton Capital – 2022-07-20 – CPI numbers, Tracker, labour issues, Shepherd Neame, NFX & other:

Langton Capital – 2022-07-19 – Labour stats, Hotel Chocolat, inflation, ROO, staycations etc.:

Langton Capital – 2022-07-18 – Deliveroo (caution), Tortilla (update), insolvencies, tips, DGE, SBUX etc.:

15 Jul 22 – Fever Tree (cautious update), DPP (buoyant), Vue, inflation, labour etc.:

Langton Capital – 2022-07-14 – SSP, JDW, LGRS, labour issues, margins, Playtech, holidays & other:

Langton Capital – 2022-07-13 – JDW, Loungers, Vianet, WFH, Pret sales, holiday disruption & other:

Langton Capital – 2022-07-12 – Costs, consumers, Restaurant Group, Hostelworld, Heathrow etc.:

Langton Capital – 2022-07-11 – The consumer, trading, Hostmore, DOM, JW Lees, travel disruption etc.:

Langton Capital – 2022-07-01 – Comptoir, Diageo, trading, Langton hols next week & other:

Langton Capital – 2022-06030 – Whitbread, Carnival, Heathrow, costs, labour, Sheps, Heavitree & other:

Langton Capital – 2022-06-29 – Diageo, XPF, Comptoir, Airbnb, trading, mobility data & other:

Langton Capital – 2022-06-29 – Costs, footfall, strikes, SSP, IHG, CCL, EMAN, holiday supply & other:

Langton Capital – 2022-06-27 – Drinks’ sales, WFH, labour, economy, Pat Val, T Cook, TUI etc.:

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