Daily Notes

Langton Capital – 2025-04-08 – Confidence, NIC, JDW, Portobello, Black Sheep, Chapel Down & other:

Langton Capital – 2025-04-07 – Trading, costs & prices, tariffs, Tasty, Club Med, Safestay & other:

Langton Capital – 2025-04-04 – Trading, services sector, tariffs, coffee market, Pizza Express & other:

Langton Capital – 2025-04-03 – Wages & spending, disposable incomes, VARE, PIER, tariffs & other:

Langton Capital – 2025-04-02 – Brighton Pier, G4M, RedCat, trading, costs, packaging, late night & other:

Langton Capital – 2025-04-01 – Trading, costs, WFH, Soho House, JDW, Shaftesbury & other:

Langton Capital – 2025-03-31 – Costs & pricing, wages, trading, Artisanal Spirits, Gaming Realms & other:

Langton Capital – 2025-03-31 – PREMIUM – Costs & pricing, wages, trading, Artisanal Spirits, Gaming Realms & other:

Langton Capital – 2025-03-28 – DP Poland, Blackpool Pleasure Beach, costs, demographics & other:

Langton Capital – 2025-03-27 – DPP, Naked Wines, JDW, Playtech, Spring Statement, delivery & other:

Langton Capital – 2025-03-26 – Evoke, Everplay (T17), Revel, Virgin Wines, CPI, costs, rates & other:

Langton Capital – 2025-03-25 – Fever Tree, AG Barr, JDW, Just Eat, incomes, economy, late night & other:

Langton Capital – 2025-03-24 – JDW, CCL, trading, salaries, disposable incomes, Going Concern & other:

Langton Capital – 2025-03-21 – JDW H1, Time Out, consumer confidence, packaging costs & other:

Langton Capital – 2025-03-20 – Feb Tracker, incomes, High St, Hostelworld, Shaftesbury, BK UK & other:

Langton Capital – 2025-03-19 – Shepherd Neame, Cornish Bakery, insolvencies, trading, incomes & other:

Langton Capital – 2025-03-18 – Labour costs & availability, books, Nichols, Pepsi, SBUX, Joe & the Juice & other:

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

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:

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