Daily Notes

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:

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:

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