Daily Notes

Langton Capital – 2023-08-04 – XPF, Shake Shack, Airbnb, InBev, income squeeze, debt, holidays etc.:

Langton Capital – 2023-08-03 – Shaftesbury, YUM, Monster, NCL, funding, big ticket, air fares etc.:

Langton Capital – 2023-08-02 – SBUX, Molson, Uber, Marriott, duty changes, closures, holiday plans etc.:

Langton Capital – 2023-08-01 – DGE, AG Barr, DOM, GRG, Heineken, Liberation, food costs, delivery etc.:

Langton Capital – 2023-07-31 – Food costs, service sector, sales, train strikes, company updates etc.:

Langton Capital – 2023-07-28 – Advertising, DPP, Texas Roadhouse, McDonald’s, RCL, Swingers etc.:

Langton Capital – 2023-07-27 – MAB (Q3 update), DPEU (Q2), BVIC (Q3), JET, confidence etc.:

Langton Capital – 2023-07-26 – MARS (Q3), Just Eat (H1), Nichols (H1), RBG (FY update), Tracker etc.:

Langton Capital – 2023-07-25 – Brighton Pier, Compass, Games Workshop, High Streets, energy etc.:

Langton Capital – 2023-07-24 – PREMIUM – RTN, McDonald’s, Vue, price elasticities, no shows, holiday fires etc.:

Langton Capital – 2023-07-24 – RTN, McDonald’s, Vue, price elasticities, no shows, holiday fires etc.:

Langton Capital – 2023-07-21 – DPP, Chapel Down, consumer confidence, income, inbound visitors etc.:

Langton Capital – 2023-07-20 – FSTA, Premier Foods, trading, inflation, discounting, strikes etc.:

Langton Capital – 2023-07-19 – RTN, inflation, insolvencies, confidence, Pret, Turtle Bay, McDonald’s etc.:

Langton Capital – 2023-07-18 – Spending, strikes, SSP, Artisanal Spirits, Stonegate, heatwave etc.:

Langton Capital – 2023-07-17 – Tortilla, Virgin Wines, BrewDog, 888, Entain, labour issues, costs etc.:

Langton Capital – 2023-07-14 – Trading, inflation, a ‘profits recession’, Pepsi, CINE, holidays etc.:

Langton Capital – 2023-07-13 – More on JDW & LGRS, CCR, DOM, RTN, GYM, Big Table, GDP & more:

Langton Capital – 2023-07-12 – JDW FY update, LGRS FY numbers, Hostelworld, Ten Ent & other:

Langton Capital – 2023-07-11 – Barclaycard data, jobs & wages, breweries, strikes, McMullen, D Lloyd etc.:

Langton Capital – 2023-07-10 – Sodexo, Moto, F Robinson, trading, dems, competitive socialising etc.:

Langton Capital – 2023-07-07 – JET2, CCH, XPF, Constellation Brands, interest rates, inflation, strikes etc.:

Langton Capital – 2023-07-06 – YNGA, JET2, service sector, inflation, trading, Prezzo & other:

Langton Capital – 2023-07-05 – PREMIUM – Oakman, Naked Wines, Joe & the Juice, Krispy Kreme, Center Parcs etc.:

Langton Capital – 2023-07-05 – Oakman, Naked Wines, Joe & the Juice, Krispy Kreme, Center Parcs etc.:

1
…
3
4
5
…
135