Daily Notes

Langton Capital – 2025-02-28 – Business confidence, jobs market, cruise taxes, Papa John’s & other:

Langton Capital – 2025-02-27 – Jan Tracker, services, incomes, Time Out, Shaftesbury, PPHE & other:

Langton Capital – 2025-02-26 – Just Eat, AB InBev, Heathrow, Chopstix, labour, income levels & other:

Langton Capital – 2025-02-25 – PREMIUM – Just Eat, OTB, Cornish Bakery, SBUX, confidence, sport & other:

Langton Capital – 2025-02-25 – Just Eat, OTB, Cornish Bakery, SBUX, confidence, sport & other:

Langton Capital – 2025-02-24 – PREMIUM – The Economy, WFH, visitor levies, tax & NIC, Time Out & other:

Langton Capital – 2025-02-24 – The Economy, WFH, visitor levies, tax & NIC, Time Out & other:

Langton Capital – 2025-02-21 – Consumer confidence, late night market, Nero, Campari, Accor & other:

Langton Capital – 2025-02-20 – Heineken, Jet2, Wingstop, contract catering, inflation, WFH & other:

Langton Capital – 2025-02-19 – Jet2, RBI, Gail’s, inflation, insolvencies, trading & other:

Langton Capital – 2025-02 – IHG, Naked Wines, employment (costs & levels), confidence & other:

Langton Capital – 2025-02-17 – Punch Pubs, ROO, XPF, Gordon Ramsay, competitive socialising & other:

Langton Capital – 2025-02-17 – PREMIUM – Punch Pubs, ROO, XPF, Gordon Ramsay, competitive socialising & other:

Langton Capital – 2025-02-14 – Confidence, trains, GDP, Airbnb, Molson, Wendy’s & other:

Langton Capital – 2025-02-14 – PREMIUM – Confidence, trains, GDP, Airbnb, Molson, Wendy’s & other:

Langton Capital – 2025-02-13 – Trading, sport, Valentine’s Day, incomes, CCH, Heineken, ROO & other:

Langton Capital – 2025-02-12 – Heineken, DoorDash, Costa, ROO, Marriott, TUI, coffee market & other:

Langton Capital – 25-02-11 – PREMIUM – Entain, TUI, McDonald’s, DGE, Pernod, Barclaycard data, trading & other:

Langton Capital – 25-02-11 – Entain, TUI, McDonald’s, DGE, Pernod, Barclaycard data, trading & other:

Langton Capital – 2025-02-10 – Costs, late night market, Red Engine, Gusbourne, Keystone & other:

Langton Capital – 2025-02-07 – PREMIUM – Carlsberg, YUM, Pernod, CCL, interest rates, foodservice prices & other:

Langton Capital – 2025-02-07 – Carlsberg, YUM, Pernod, CCL, interest rates, foodservice prices & other:

Langton Capital – 2025-02-06 – CPG, COM, Uber, Disney, trading, WFH, music, services & other:

Langton Capital – 2025-02-05 – NIC changes, sport, Urban Pubs, Nero, FEVR, Wagamama & other:

Langton Capital – 2025-02-04 – DGE, VARE, Grind, Admiral, Boxpark, trading, tariffs & other:

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