Daily Notes

Langton Capital – 2022-06-24 – Consumer confidence, trading, strikes, BNPL debt, staffing, delivery etc.:

Langton Capital – 2022-06-23 – Various Eats, Naked Wines, 888, consumer squeeze, belt tightening etc.:

Langton Capital – 2022-06-22 – Inflation, food prices, BrewDog, Carlsberg, Caffe Nero, Jet2 & more:

Langton Capital – 2022-06-21 – Insolvency stats, rail strikes, WFH, G4M, delivery, Brighton Pier & more:

Langton Capital – 2022-06-21 – Insolvency stats, rail strikes, WFH, G4M, delivery, Brighton Pier & more:

Langton Capital – 2022-06-20 – PREMIUM – Deliveroo departure, Rank profit warning, strikes, trading, inflation etc.:

Langton Capital – 2022-06-20 – Deliveroo departure, Rank profit warning, strikes, trading, inflation etc.:

Langton Capital – 2022-06-20 – Deliveroo departure, Rank profit warning, strikes, trading, inflation etc.:

Langton Capital – 2022-06-17 – Business tracker, inflation, Amber Taverns, Costa, interest rates etc.:

Langton Capital – 2022-06-17 – Business tracker, inflation, Amber Taverns, Costa, interest rates etc.:

Langton Capital – 2022-06-16 – PREMIUM – Whitbread meeting, food prices, Capco & Shaftesbury & other:

Langton Capital – 2022-06-15 – Whitbread update, jobs, vacancies, Thwaites, DP Poland, holiday demand & other:

Langton Capital – 2022-06-15 – Whitbread update, jobs, vacancies, Thwaites, DP Poland, holiday demand & other:

Langton Capital – 2022-06-14 – Revolution Bars, Entain, Vianet, GAW, inflation, confidence & other:

Langton Capital – 2022-06-14 – Revolution Bars, Entain, Vianet, GAW, inflation, confidence & other:

Langton Capital – 2022-06-13 – Mobility data, inflation, labour cost, cost of living, the economy, IPOs etc.:

Langton Capital – 2022-06-13 – Mobility data, inflation, labour cost, cost of living, the economy, IPOs etc.:

Langton Capital – 2022-06-10 – PREMIUM – Fuller’s meeting, debt, cost of living, flight chaos, Parkdean & other:

Langton Capital – 2022-06-10 – Fuller’s meeting, debt, cost of living, flight chaos, Parkdean & other:

Langton Capital – 2022-06-10 – Fuller’s meeting, debt, cost of living, flight chaos, Parkdean & other:

Langton Capital – 2022-06-09 – Fuller’s, service sector, strikes, WFH, outlook, holidays etc.:

Langton Capital – 2022-06-09 – Fuller’s, service sector, strikes, WFH, outlook, holidays etc.:

Langton Capital – 2022-06-08 – City Pub, Fulham Shore, discounts, cost of living, flight cancellations etc.:

Langton Capital – 2022-06-08 – City Pub, Fulham Shore, discounts, cost of living, flight cancellations etc.:

Langton Capital – 2022-06-07 – Trading & footfall, WFH, London, Tube strikes, RBG, holiday chaos etc.:

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