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markbrumby.bsky.social

@markbrumby.bsky.social
18 followers 37 following 472 posts
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markbrumby.bsky.social @markbrumby.bsky.social · 18h
JDW (FY, very strong summer trading, continued outperformance in August), McDonald's franchisees (several co reports), Farmer J, Travelodge, coffee market, Budget hopes / concerns & other. Today's e/m & sign up free langtoncapital.co.uk
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.
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markbrumby.bsky.social @markbrumby.bsky.social · 01/10/2026
Demand (reports say would rise if VAT cut passed on. Not a shock), incomes (fuel costs up), business taxes (hit hospitality & leisure), Shepherd Neame (FY nrs), Nero, Everplay (trading update) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 30/09/2026
Gregg's Q3. Co reports 'strong financial performance'. Pulling levers 1-01. Expansion, Franchising, Price, Costs. Co to consolidate manufacturing, possibly 740 job cuts but shares react positively.
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markbrumby.bsky.social @markbrumby.bsky.social · 30/09/2026
Shepherd Neame FY numbers - co has turned in a ‘strong pub performance, offset by continued pressure in Brewing & Brands.' Current trading very good on the retail side & Brewing is 'under review'.
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markbrumby.bsky.social @markbrumby.bsky.social · 30/09/2026
YNGA (strong trading & upgrades), GRG (Q3 update, modest upgrade), SAGA (H1 numbers), politics & economy (Burnham speech, triple lock to go), disposable incomes (energy prices, shop prices) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 29/09/2026
AG Barr, Tortilla (H1 numbers, in-line and good respectively), XP Factory (sells experiential bar business at a loss), current trading, economy, continued Budget lobbying & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 28/09/2026
Trading (uptick in September), disposable incomes (petrol & diesel prices), High Street (government aims to revitalise), economic growth (patchy), Entain (caution on Brazil legislation), tourism taxes & other. Today's e/m & sign up free langtoncapital.co.uk
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.
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markbrumby.bsky.social @markbrumby.bsky.social · 25/09/2026
Consumer confidence (edging up), trading (patchy), interest rates (clear signalling), delivery (it's growth Jim, but is it as we know it?), Safestay (H1, tough trading) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 24/09/2026
M&B (full year update, back to growth in Q4, earnings in line), OTB (trading update), McDonald's (CMD), business rates (possible lifeline), foodservice price inflation & other. Today's e/m & sign up free langtoncapital.co.uk
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.
001
markbrumby.bsky.social @markbrumby.bsky.social · 23/09/2026
Demographics (think tank questions state pension), Stonegate, Diageo (new CFO), Chapel Down (H1 results), Royal Caribbean & Sandals. AB InBev (CMD) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 22/09/2026
Late night market (more units - but what about sales?), sentiment, interest rates, air traffic issues, Hydes, Whitbread, TUI AG, Rocco Forte Hotels, Aspinall's & other. Today's e/m & sign up free langtoncapital.co.uk
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.
010
markbrumby.bsky.social @markbrumby.bsky.social · 21/09/2026
Budget lobbying (high intensity & still 5 weeks to go), franchising (when, how), food price inflation (steep), Pizza Express, Bow Street, Stonegate & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 18/09/2026
Interest rates (Bank of England not raising becoming odd-one-out), business costs (aka Budget lobbying), trading, vertical drinking (teacup, storm in), Diageo (strikes), Sage (directors), FIFA (pressure on president) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
011
markbrumby.bsky.social @markbrumby.bsky.social · 17/09/2026
August Tracker (sub-inflation LFL growth), menu costs (rising), tourist taxes (political spin), hotels market, Starbucks (reportedly considering Japan sale), Airbnb (under some pressure), Entain (job cuts) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 16/09/2026
Inflation (ticks up but in line with expectations - Bank of England meets tomorrow), jobs (fewer of them), disposable incomes (petrol prices rising), demographics (triple-lock etc), Wales, holidays, Everplay & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 15/09/2026
Bow Street Group / DP Poland (H1 results, both reasonably upbeat), Club Med (press ahead of likely IPO), pub regulation (no change), weight loss drugs (a drag on sales), rates cuts (in Wales) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 14/09/2026
Hospitality VAT (a real chance this time?), visitor levies, current trading, disposable incomes (mortgages & rents more expensive), pub accommodation, Heathrow, Whitbread, Wagamama & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 11/09/2026
Economy (growth, that's nice), interest rates (rises likely, not so nice), visitor levies (not the end of the world), coffee (prices, shop openings), C&C (acquisition & update), JDW & other. Today's e/m & sign up free langtoncapital.co.uk
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.
001
markbrumby.bsky.social @markbrumby.bsky.social · 10/09/2026
FEVR (H1 numbers), Playtech (ditto), Itsu (full year numbers), budget lobbying (comments on beer duty, business rates, VAT, employers' NIC (plea to cut them all)), FDEV (FY conference call) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 09/09/2026
FDEV (FY numbers, special dividend), GYM (H1 numbers), JDW (new pub & tax equality day), disposable incomes (mortgage rates rising), vertical drinking (what's the fuss?), flight disruption & other. Today's e/m & sign up free langtoncapital.co.uk
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.
001
markbrumby.bsky.social @markbrumby.bsky.social · 08/09/2026
G4M (AGM update, hot weather impacts, forecasts unchanged), FSTA (buys 10 pubs), Caprice (FY numbers), Barclaycard (August spend data), economy, jobs market, late night operators & other. Today's e/m & sign up free langtoncapital.co.uk
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.
001
markbrumby.bsky.social @markbrumby.bsky.social · 07/09/2026
XP Factory (FY numbers, losses up, hot weather impacting sales), Britannia Hotels (FY numbers), Red Engine, food supply (stock up suggestions), convenience eating (and impact on eating out), VAT & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 04/09/2026
UK services sector (better results), weight loss drugs (embedded), interest rates (may go up), Brown Forman, Flat Iron, FDEV (press on Disney game), Adnams (H1 losses rise) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 03/09/2026
Amid the gloom...
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markbrumby.bsky.social @markbrumby.bsky.social · 03/09/2026
Jet2 (AGM update, move to main list), EMAN (H1 numbers), FDEV (new game), hospitality grants (every little helps), energy costs, trading (weather, football etc) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 02/09/2026
Hospitality confidence (lower that other sectors, asking for help), VAT (cut in budget?), Nero Group (FY update), YUM (complete's Pizza Hut exit), Gym Group (Gen Z attitudes), booking.com (no10 spoof listing) & other. Today's e/m & sign up free langtoncapital.co.uk
booking.com
The largest selection of hotels, homes, and vacation rentals
Whether you’re looking for hotels, homes, or vacation rentals, you’ll always find the guaranteed best price. Browse our accommodations in over 85,000 destinations.
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markbrumby.bsky.social @markbrumby.bsky.social · 01/09/2026
VAT, shop price inflation, business optimism (a bit less pessimism), High Street (UK vs Germany per Loungers' chair), AG Barr (new chair), Punch (buying pubs), GNK (The Times) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 28/08/2026
Business confidence (sector & wider economy), younger staff (income & cost), WFH (hits interpersonal skills), coffee, Pernod, Loungers, Manchester Airport Group (hacking), Allwyn (lottery income down) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 27/08/2026
Energy costs, VAT (hospitality possible knock-back), Bateman (FY numbers), PPHE (H1 report), BrewDog (and new James Watt venture), Gatwick (H1 numbers) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 26/08/2026
Disposable incomes, energy costs, insolvency stats, food security (drought, shortages), levies (Newcastle to drop late-night charge), Brakspear, Hall & Woodhouse (numbers), JDW (airport unit), Premier Inn & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 25/08/2026
July Business Tracker (football & weather help pubs, hinder restaurants), business rates (all to play for), jobs market (younger workers struggle), easyJet (bid extension), streaming (costs balloon) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 24/08/2026
Corporate distress (on the up per Begbies), EPR (more cost), Late Night (plea for help), EEs (border issues), Krispy Kreme UK, Jamie Oliver, Blacklock, Wimpy (all full year numbers) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 21/08/2026
Consumer confidence (edging up), disposable incomes (heading the other way, energy prices to rise), zero-hour contracts, Joseph Holt (FY numbers), Travelodge (CEO leaves), PPHE (disposal) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
020
markbrumby.bsky.social @markbrumby.bsky.social · 20/08/2026
Delivery (growing, takeaway in decline), Deposit Return Scheme (plea to delay), Gen Z (eating habits & aspirations), food price inflation (shops & food makers say they are damping prices), DGE, UK hotels market & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 19/08/2026
Carlsberg (H1 numbers), DGE (job cuts), JDW (less noise), Cook's Coffee (H1 update), McDonald's (franchisee health), Meta (possible existential California court case), inflation (edges up), jobs market (reaction) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 18/08/2026
Foodservice cost inflation, jobs market (mixed bag, still seeing real wage growth), trading (good summer), change of use restrictions (helpful but not enough), Time Out (FY update) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
001
markbrumby.bsky.social @markbrumby.bsky.social · 17/08/2026
Change of use (pubs to be protected), VAT (cut calls), jobs market (better in summer), holiday demand (E Med slack), German Doner Kebab (CEO), Amber Taverns (expansion plans) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
010
markbrumby.bsky.social @markbrumby.bsky.social · 14/08/2026
Gaucho Grill (FY numbers), Amber Taverns, insolvency risk (rising for hospitality), economy (growth but feeble), incomes (essential spend rises, water bills etc), high street (what do we want?) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 13/08/2026
Zero hours contracts (shifting risk, adding cost), rates (more reform to come), economy (growth in June), Rank (FY numbers), Entain (H1), GNKm Whitbread (pubs sale), Just Eat & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 12/08/2026
TUI (Q3 results), Evoke (H1), Cava (Q2), food security (drought, prices, imports, inflation), contract catering (growth continues), cost of living (more help promised), Just Eat & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 11/08/2026
Barclaycard spend data (July still < inflation), brewery numbers (decline slows), High Street (vape shop crackdown), IHG (H1 numbers, trading well), BrewDog (and summer beers) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 10/08/2026
Vertical drinking (proposal, row, pile-on, idea dropped?), inflation (el Nino), zero-hours contracts, WFH (drift away from), Nichols (acquisittion), DGE (credit rating) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 07/08/2026
DGE (capital markets day, cost cuts, full year numbers), vertical drinking (under threat), US quarterlies (Airbnb, Molson, Texas Roadhouse, Dine Brands, Krispy k, RBI, Papa John's) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 06/08/2026
Time Out (new London market)m Diageo (full year numbers due 11am), Punch (buys pubs), Robinson (accounts), Disney, Dine Brands, DoorDash (quarterlies) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 05/08/2026
Heineken, McDonald's, Spotify (H1 or Q2 numbers), Coca Cola HBC (ditto), Wingstop, Butcombe, delivery market implications, holiday demand & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 04/08/2026
DOM (H1 results, momentum continue, World Cup helped), AG Barr (trading update, some supply issues), Safestay (lease for sale), manufacturing (growing), economy, the landlords' perspective & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 03/08/2026
Trading trends (fast food up, sit-down down), holiday demand, bed taxes, padel market, jobs market (weaker, again), food shortages (weather impact on quantitities & prices) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 31/07/2026
Punch Pubs (Q3 numbers), YUM (Q2), Auntie Anne's (ditto), JDW (FT cites mixed analyst views on business model), interest rates (another hold), VAT, food prices, visitor levies & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 30/07/2026
Deliveries (continued growth but drop in collections), Low & no (taking share), FIFA (money grubbing?), Quarterlies (SBUX, Chipotle, ABInBev, Remy, Campari & others), Hostelworld & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000
markbrumby.bsky.social @markbrumby.bsky.social · 29/07/2026
Economy (tad less pessimism), consumer spending, GRG (H1 numbers, n/c forecasts), Nichols (H1, ditto), US quarterlies (Coke, Tilray (BrewDog), Royal Caribbean, Hilton), Chapel Down (update) & other. Today's e/m & sign up free langtoncapital.co.uk
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.
000