Daily Notes

Langton Capital – 2025-03-17 – Trading, cash v plastic, holiday discounts, JDW, DGE & other:

Langton Capital – 2025-03-14 – PREMIUM – CCR, ROO, Just Eat, Hornby, trading, tariffs, hotel values, GDP & other:

Langton Capital – 2025-03-14 – CCR, ROO, Just Eat, Hornby, trading, tariffs, hotel values, GDP & other:

Langton Capital – 2025-03-13 – ROO, FSTA, CCR, outlook, franchising, brands, costs & other:

Langton Capital – 2025-03-12 – GYM, DOM, CBOX, confidence, costs, recycling, experiential & other:

Langton Capital – 2025-03-11 – DOM, Nichols, Bill’s, Barclaycard Feb data, jobs, planning & other:

Langton Capital – 2025-03-10 – DGE, ROO, Chipotle, trading, costs, jobs market & other:

Langton Capital – 2025-03-07 – Economy – growth, interest rates, jobs market. Pizza Express & other:

Langton Capital – 2025-03-06 – Services sector, delivery, income levels, JDW, Entain & other:

Langton Capital – 2025-03-06 – Services sector, delivery, income levels, JDW, Entain & other:

Langton Capital – 2025-03-05 – TRC, Caravan, YNGA, Campari, Flutter, Powerleague, staffing & other:

Langton Capital – 2025-03-04 – Gregg’s, Marston’s, Revel Collective, food prices, labour issues & other:

Langton Capital – 2025-03-03 – Trading, economy, inflation, costs, Dr Pepper, Mixue, Carl’s Jnr & other:

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

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:

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