Daily Notes

Langton Capital – 2022-06-06 – PREMIUM – Trading, food prices, general inflation, flight disruption, Goals & other:

Langton Capital – 2022-06-06 – Trading, food prices, general inflation, flight disruption, Goals & other:

Langton Capital – 2022-06-06 – Trading, food prices, general inflation, flight disruption, Goals & other:

Langton Capital – 2022-06-01 – PREMIUM – Fuller’s, CCH, BrewDog, confidence, flight disruption, labour etc.:

Langton Capital – 2022-06-01 – Fuller’s, CCH, BrewDog, confidence, flight disruption, labour etc.:

Langton Capital – 2022-06-01 – Fuller’s, CCH, BrewDog, confidence, flight disruption, labour etc.:

Langton Capital – 2022-05-31 – PREMIUM – XP Factory, Sportech, trading, footfall, holiday delays & other:

Langton Capital – 2022-05-31 – XP Factory, Sportech, trading, footfall, holiday delays & other:

Langton Capital – 2022-05-31 – XP Factory, Sportech, trading, footfall, holiday delays & other:

Langton Capital – 2022-05-30 – Slowdown evidence, Comptoir, Just Eat, footfall, holidays, inflation etc.:

Langton Capital – 2022-05-27 – Polarisation, consumer support, business confidence, delivery etc.:

Langton Capital – 2022-05-27 – PREMIUM – Polarisation, consumer support, business confidence, delivery etc.:

Langton Capital – 2022-05-27 – Polarisation, consumer support, business confidence, delivery etc.:

Langton Capital – 2022-05-27 – Polarisation, consumer support, business confidence, delivery etc.:

Langton Capital – 2022-05-26 – PREMIUM – Tipping points, normality, Hostmore, DP Eurasia, city centres & other:

Langton Capital – 2022-05-26 – Tipping points, normality, Hostmore, DP Eurasia, city centres & other:

Langton Capital – 2022-05-26 – Tipping points, normality, Hostmore, DP Eurasia, city centres & other:

Langton Capital – 2022-05-25 – Mobility, inflation, cutbacks, footfall, BOWL, SNAP & other:

Langton Capital – 2022-05-25 – Mobility, inflation, cutbacks, footfall, BOWL, SNAP & other:

Scrubbing email list, possible accidental deletions

Langton Capital – 2022-05-24 – Restaurant Group, SSP, On the Beach, Tortilla, footfall & other:

Langton Capital – 2022-05-24 – Restaurant Group, SSP, On the Beach, Tortilla, footfall & other:

Langton Capital – 2022-05-23 – Mobility data, consumer squeeze, WFH, menus, recovery & margin etc.:

Langton Capital – 2022-05-23 – Mobility data, consumer squeeze, WFH, menus, recovery & margin etc.:

Langton Capital – 2022-05-20 – Consumer confidence, Young & Co, delivery, inflation & more:

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