markbrumby.bsky.social
@markbrumby.bsky.social
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Delivery, commodity prices. Blizzard of quarterlies from Carlsberg, AB InBev, Campari, Remy Cointreau, Chipotle, Starbucks, PPHE, Alphabet, Microsoft & others. Tourist taxes (Dumfries), numbers from pte co Gordon Ramsay. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
CCR (H1 numbers in line), Evoke (Q3 update), Incipio (results at Co Ho), Accor (Q3 update, poss IPO of Ennismore), disposable incomes (under pressure), business rates (call for reform) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Tax rises likely, consumer disposable income, high domestic rents, food prices, food security, Punch Pubs (Q4 numbers), Pizza Hut (loss of relevance), Merlin (reported debt concerns) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
September Tracker (growth but below inflation), consumer confidence (bad but better), hotels market (less good), Revel Collective (more bad trading, strategic review, possible sale / breach), BrewDog & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Wage costs (NLW and spillover), other costs (some are index-linked), M&B (CFO retirement), IHG (Q3 numbers), Chapel Down (good harvest), SBUX (landlord issues), Heinken (comments on Europe) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
CCH, Coca Cola Inc, Heineken (all Q3 numbers), Virgin Wines (full year), Hard Rock, Big Fang Collective (numbers at Co Ho), Rank Group (CM Day), inflation (holds at 3.8%, marginal good news) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Hostelworld (acquisition), Coca Cola HBC (major buy in Africa), Pizza Hut (partial closure in UK, brand-owner steps in), MacDonald Hotels (accs at Co Ho), site numbers (up fractionally), BGF (external funding) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
VARE (FY update), DPP (master franchise extension), trading (positive but < inflation), employment (soggy), consumer sentiment (ditto, leading to profit warnings), drinking trends (no and low) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Competitive socialising (holding up well), consumer taste evolution, trains (possible dispute), Amber Taverns (FY numbers), SBUX China (buyers emerge), Flight Club (numbers at Co House) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Opening hours (marginal help), incomes (water bills bite), prices (food rising ahead of general inflation), cider (lots of apples, too much sugar?), BrewDog, Alchemist (for sale says Sky), Wendy's & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
BrewDog (redundancies, right-sizing), JDW (pub comments), Constellation Brands (US, Q2), Dalata (EU clears takeover), business rates (Tories would abolish for hospitality), capex (down) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
JDW (full year numbers), industry trading, tips, Budget lobbying (building up), ROO (takeover completes), Professionals at Play (Roxy) & Curzon Cinemas (full year figs at Co Ho) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Delivery (delivery up, takeaway down), promotions, coffee market (in the US), Just Eat (takeover unconditional), Costa (bids, low, coming in), Gregg's (shares up), Hawksmoor, Paul UK (figs at Co Ho) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
GRG (Q3 update), BrewDog, Restaurant Group, Wolseley (all full year accounts at Co House), Tortilla (price slip), costs & inflation (sticky), business confidence (lower), Budget lobbying (higher) & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
AG Barr (H1), Tortilla (ditto), Bow Street Group (pre-restructuring numbers), Carnival (Q3 overnight), Wingstop, Parkdean, Les Ambassadeurs (all private companies at Co House), AI, incomes, trading, tube strikes & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Cook's Coffee (update), CP Factory (chair to leave), SBUX, Heineken (Moody's comment), ID cards (and access to labour), Restaurant (financial health vs opening numbers), trends, High Street & other. Today's e/m & sign up free langtoncapital.co.uk
Langton Capital | Pubs,Bars & Restaurants Investment Advisory Company
Langton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors.
langtoncapital.co.uk
Yes, and on the basis of very limited research, it would appear to be a similar story for Coca Cola / Costa.
Later booking profile, more discounts. Likely no coincidence: