markbrumby.bsky.social @markbrumby.bsky.social · 10hSSP Group (Q4 update, FY EPS should be in line (with help from lower tax)), Deliveroo, Wendy's UK & other (private co full years), Carlsberg likely to shut Marston's brewery, SBUC & Chipotle, jobs market & other. Today's e/m & sign up free langtoncapital.co.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 08/10/2026Business confidence (recovering after Iran shock), QSR's (UK faves), NIC charges (costing jobs per UKH), WTB (sells restaurants), Groucho (accounts), Subway (expansion plans), Safeway (disposal completion) & other. Today's e/m & sign up free langtoncapital.co.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 07/10/2026Comptoir (may delist), Hollywood Bowl (hot weather impacts Q3), Hostelworld (Iran war hits trade), franchisees (Costa, KFC), Constellation Brands, social value of the pub, cost of living & other. Today's e/m & sign up free langtoncapital.co.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 06/10/2026UK Services Sector, High Street rejuvenation, disposable incomes (under pressure), holiday (supply could be an issue), private company reports (KFC UK, Ivy Collection) & other. Today's e/m & sign up free langtoncapital.co.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 05/10/2026JDW (conference call), private co accs (Costa, Dishoom, GB News, Village Hotels etc), inflationary expectations, disposable incomes, UK hotel market, holidays & other. Today's e/m & sign up free langtoncapital.co.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 02/10/2026JDW (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 01/10/2026Demand (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 30/09/2026Gregg'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. 000
markbrumby.bsky.social @markbrumby.bsky.social · 30/09/2026Shepherd 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'. 001
markbrumby.bsky.social @markbrumby.bsky.social · 30/09/2026YNGA (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 29/09/2026AG 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 28/09/2026Trading (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 25/09/2026Consumer 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 24/09/2026M&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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 23/09/2026Demographics (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 22/09/2026Late 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 21/09/2026Budget 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 18/09/2026Interest 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 17/09/2026August 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 16/09/2026Inflation (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 15/09/2026Bow 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 14/09/2026Hospitality 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 11/09/2026Economy (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 10/09/2026FEVR (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 09/09/2026FDEV (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 08/09/2026G4M (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 07/09/2026XP 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 04/09/2026UK 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 03/09/2026Jet2 (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 02/09/2026Hospitality 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.ukbooking.comThe largest selection of hotels, homes, and vacation rentalsWhether 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. 000
markbrumby.bsky.social @markbrumby.bsky.social · 01/09/2026VAT, 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 28/08/2026Business 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 27/08/2026Energy 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 26/08/2026Disposable 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 25/08/2026July 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 24/08/2026Corporate 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 21/08/2026Consumer 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 20/08/2026Delivery (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 19/08/2026Carlsberg (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 18/08/2026Foodservice 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 17/08/2026Change 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 14/08/2026Gaucho 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 13/08/2026Zero 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 12/08/2026TUI (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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 11/08/2026Barclaycard 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton 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 · 10/08/2026Vertical 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.uklangtoncapital.co.ukLangton Capital | Pubs,Bars & Restaurants Investment Advisory CompanyLangton Capital is an FCA regulated leisure specialist advisory company that services its clients, which include PLCs, unlisted companies and institutional investors. 000
