Daily Notes

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

Langton Capital – 2025-01-03 – Tortilla, DGE, Rockfish, Admiral, trading, confidence, Duty & other:

Langton Capital – 2025-01-31 – LGRS, FEVR, Gusbourne, sport, WFH, coffee market & other:

Langton Capital – 2025-01-30 – Saga, BOWL, JDW, Rank, delivery, the High Street & other:

Langton Capital – 2025-01-29 – SBUX, RCL, Playtech, Virgin Wines, closures, NIC, food prices & other:

Langton Capital – 2025-01-28 – SSP, AG Barr, PPHE, output prices, financial distress & other:

Langton Capital – 2024-05-15 – Compass Group, Britvic, MARS, Fulham Shore, Adnams, lending & other:

Langton Capital – 2024-05-14 – MARS H1, VARE, RBG, Flutter, GRG, OTB, Pizza Pilgrims, income & other:

Langton Capital – 2024-05-15 – Punch, Soho House, BrewDog, trading, food supply, city breaks & other:

Langton Capital – 2024-05-10 – PREMIUM – Interest rates, state of play, C&C, Jet2, un-lockdown losers & other:

Langton Capital – 2024-05-10 – Interest rates, state of play, C&C, Jet2, un-lockdown losers & other:

Langton Capital – 2024-05-09 – Trading, the Euros, JDW, BrewDog, Campari, FDEV, Airbnb & other:

Langton Capital – 2024-05-08 – JDW Q3, PIER full year, XPF update, AB InBev (Q1), site closures & other:

Langton Capital – 2024-05-07 – RBG, Heineken, Tasty, YUM, Rekom, FDEV, Barclaycard, sales & other:

Langton Capital – 2024-05-03 – IHG, Hostmore, Shake Shack, NCL, Peloton, trading, late night & other:

Langton Capital – 2024-05-02 – RBG, Hostmore, Hostelworld, DoorDash, Wingstop, Marriott & other:

Langton Capital – 2024-05-01 – DOM, SBUX, McDonald’s, WTB, Molson, Amazon, confidence & other:

Langton Capital – 2024-05-01 – PREMIUM – DOM, SBUX, McDonald’s, WTB, Molson, Amazon, confidence & other:

Langton Capital – 2024-04-30 – Whitbread, CCH, Carlsberg, Travelodge, prices, cost of living & other:

Langton Capital – 2024-04-29 – DPP, Remy, Accor, Red Flags, pricing, trading, cost of living & other:

Langton Capital – 2024-04-26 – Loungers, Pernod, RCL, Consumer Confidence, Red Flags, delivery etc.:

Langton Capital – 2024-04-25 – Pret, G4M, PPHE, Dalata, Meta, train strikes, delivery & other:

Langton Capital – 2024-04-24 – Tortilla, Nichols, Pepsi, Getir, tipping rules, trading & other:

Langton Capital – 2024-04-23 – Debt, tipping, costs, labour, TinyBuild, BrewDog, Caffe Nero & other:

Langton Capital – 2024-04-22 – Charles Wells, Stonegate, Sodexo, prices, labour, product supply & other:

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