Daily Notes

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.:

Langton Capital – 2023-07-04 – Le Pain, Brewhouse, gambling harm, costs, trading, assets & other:

Langton Capital – 2023-07-03 – Pizza Pilgrims, Adnams, DOM, trading, HMRC, strikes, confidence & other:

Langton Capital – 2023-07-03 – Pizza Pilgrims, Adnams, DOM, trading, HMRC, strikes, confidence & other:

Langton Capital – 2023-06-30 – Profit warnings, borrowings, Oakman, Staycity, DP Poland, Merlin & other:

Langton Capital – 2023-06-29 – YNGA, Heavitree, PPHE, CINE, inflation, utility costs & other:

Langton Capital – 2023-06-28 – Various Eateries, profit recession, costs, RBG, DGE, holidays & other:

Langton Capital – 2023-06-27 – Inflation, London trading, Rekom, St Austell, Carnival, Meta & other:

Langton Capital – 2023-06-26 – Trading, London, RTN, JW Lees, Forte, CINE, Sportech & other:

Langton Capital – 2023-06-23 – Hot Choc (warning), WTM (meet), GfK, delivery, interest rates & other:

Langton Capital – 2023-06-22 – Whitbread, cost of living, inflation, SSP, Thwaites, Amazon & other:

Langton Capital – 2023-06-21 – Inflation (core rise), May Tracker, RTN, Nichols, C&C, holidays & other:

Langton Capital – 2023-06-20 – Busts, accommodation costs, strikes, D&D, Saga, G4m, inflation & other:

Langton Capital – 2023-06-19 – Insolvencies, inflation, cost of living, trading, CCH, WTB & other:

Langton Capital – 2023-06-16 – FSTA meeting, premiumisation, profit recession, Wadworth, rates & other:

Langton Capital – 2023-06-16 – PREMIUM – FSTA meeting, premiumisation, profit recession, Wadworth, rates & other:

Langton Capital – 2023-06-15 – Fuller’s, asset prices, cost of living, Center Parcs, Entain & other:

Langton Capital – 2023-06-14 – PREMIUM – Bids, food inflation, YO!, DAL, ENT, FDEV, CINE, GAW, GDP & other:

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