Daily Notes

Langton Capital – 2022-05-09 – Footfall, sales, WFH, property mergers, McColl, flight shortages etc.:

Langton Capital – 2022-05-06 – Intercontinental, discounting, stagflation, services output, US Q1s etc.:

Langton Capital – 2022-05-06 – Intercontinental, discounting, stagflation, services output, US Q1s etc.:

Langton Capital – 2022-05-05 – Discounts, more JDW, WFH, DOM, YUM, AB InBev, Playtech etc:

Langton Capital – 2022-05-05 – Discounts, more JDW, WFH, DOM, YUM, AB InBev, Playtech etc:

Langton Capital – 2022-05-04 – JDW Q3 update, Flutter, Starbucks, US Q1 numbers, footfall etc.:

Langton Capital – 2022-05-04 – JDW Q3 update, Flutter, Starbucks, US Q1 numbers, footfall etc.:

Langton Capital – 2022-05-03 – PREMIUM – Mobility, WFH, London sales, vacancy rates, Fever-Tree, holidays etc.:

Langton Capital – 2022-05-03 – Mobility, WFH, London sales, vacancy rates, Fever-Tree, holidays etc.:

Langton Capital – 2022-05-03 – Mobility, WFH, London sales, vacancy rates, Fever-Tree, holidays etc.:

Langton Capital – 2022-04-29 – PREMIUM – Whitbread conf. call, McDonald’s, Nightcap, Amazon, Accor, Apple etc.:

Langton Capital – 2022-04-29 – PREMIUM – Whitbread conf. call, McDonald’s, Nightcap, Amazon, Accor, Apple etc.:

Langton Capital – 2022-04-28 – Whitbread FY, PPHE update, Carlsberg, discounting, Vianet, labour etc.:

Langton Capital – 2022-04-28 – Whitbread FY, PPHE update, Carlsberg, discounting, Vianet, labour etc.:

Langton Capital – 2022-04-27 – City Pub Group, WFH, footfall, Nichols, Chipotle, Pepsi & other:

Langton Capital – 2022-04-27 – City Pub Group, WFH, footfall, Nichols, Chipotle, Pepsi & other:

Langton Capital – 2022-04-26 – Loungers, Coca Cola, JDW, Nightcap, costs, delivery, luxury goods etc.:

Langton Capital – 2022-04-26 – Loungers, Coca Cola, JDW, Nightcap, costs, delivery, luxury goods etc.:

Langton Capital – 2022-04-25 – PREMIUM – Insolvency stats, trading, footfall, executive pay, holiday spend etc.:

Langton Capital – 2022-04-25 – Insolvency stats, trading, footfall, executive pay, holiday spend etc.:

Langton Capital – 2022-04-25 – Insolvency stats, trading, footfall, executive pay, holiday spend etc.:

Langton Capital – 2022-04-22 – PREMIUM – March Tracker, consumer confidence, WFH, AB InBev, XPF, Carlsberg etc.:

Langton Capital – 2022-04-22 – March Tracker, consumer confidence, WFH, AB InBev, XPF, Carlsberg etc.:

Langton Capital – 2022-04-22 – March Tracker, consumer confidence, WFH, AB InBev, XPF, Carlsberg etc.:

Langton Capital – 2022-04-21 – DP Poland, Gear4Music, Rank Group, Tesla, Netflix & more:

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