Mark Brumby (@brumbymark) 's Twitter Profile
Mark Brumby

@brumbymark

For my sins a Chartered Accountant, Cambridge economics graduate, pub go-er, beer drinker, investor and long-time leisure analyst; I've really got no excuses!

ID: 117812426

linkhttp://www.langtoncapital.co.uk calendar_today26-02-2010 18:03:29

26,26K Tweet

2,2K Followers

58 Following

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TGIF (more closures, pre-pack likely), Revel (delisting), PIER (selling the Pier), EMAN (CEO departs), 2025 spending (Barclaycard says spend fell in cash terms, more so in real), economy, jobs, demographics, & other. Today's e/m & sign up free langtoncapital.co.uk

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Trading (Xmas broadly in line with inflation), food prices (rising, squeezing disposable income), AB InBev (buys in minority of canning business), Ronnie Scott's (FY numbers), Rank Group (new CEO) & other. Today's e/m & sign up free langtoncapital.co.uk

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UK Services sector (anaemic growth, mostly in B2B), stock market churn (de-listings), labour market, business rates, Eataly (FY numbers), Time OUt (fund raise completes), StayCity (new sites) & other. Today's e/m & sign up free langtoncapital.co.uk

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GRG (Q4 & full year update, flat results expected FY26), Prezzon (FY numbers), TGIF (3rd notice to appoint), Xmas sales, trading, discoungint, business churn (company de-listings) & other. Today's e/m & sign up free langtoncapital.co.uk

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GRG (share price drop, more price rises), Bill's (FY numbers), Belhaven, Business Rates (government climb-down imminent), menus (evolution continues), Dry January (still a thing) & other. Today's e/m & sign up free langtoncapital.co.uk

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BOW (FY update), JDW (NED hire), LGRS (FY numbers), business rates (please, sir, can we have some too), consumer spend, business confidence, jobs market & other. Today's e/m & sign up free langtoncapital.co.uk

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Whitbread (Q3 update), GYM (FY update), GAW (H1 numbers), Stonegate (Times reports proposed restructuring), Heineken (CEO to leave), Neos (nightclub woes), business rates & other. Today's e/m & sign up free langtoncapital.co.uk

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Nichols (FY update), FDEV (H1 numbers & FY upgrade), DP Poland (FY update, acceleration towards year end), Costa (Coca Cola sale may be dropped), business rates, the consumer & other. Today's e/m & sign up free langtoncapital.co.uk

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M&B (Q1 update, v strong Christmas), FSTA (Q3 update, good trading), Hostelworld (update), FDEV (conference call), business confidence, business rates, the consumer & other. Today's e/m & sign up free langtoncapital.co.uk

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MARS (shareholder agitation), Time Out (shuts two markets), JW Lees (Christmas update), Staycity (Vienna site), business rates (further concerns), Christmas Trading & other. Today's e/m & sign up free langtoncapital.co.uk

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Christmas & current trading, eating out trends, US holiday demand, RedCat, Distil, Christie & Co (property transactions) & other. Today's e/m & sign up free langtoncapital.co.uk

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Foodservice market (growth & evolution), business rates (other hospitality companies), jobs market (wage growth down slightly), Davy's of London, Tim Horton UK, IHG, G4M & other. Today's e/m & sign up free langtoncapital.co.uk

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ONS inflation number (up). JDW (Q2 update, FY numbers to slip), PFD (Q3 update), Christmas Tracker (better month, still sub-inflation), jobs market, Christmas updates (Amber Taverns, Coaching Inn Group) & other. Today's e/m & sign up free langtoncapital.co.uk

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Young & Co (Q3 & Christmas update, move to main market), JDW & PFD (conference calls), business rates (not a simple issue), costs (burdensome), holiday demand (big ticket hesitance) & other. Today's e/m & sign up free langtoncapital.co.uk

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C&C (profit warning, trading below expectations), Shepherd Neame (good trading over Christmas), SSP Group (Q1 update), consumer confidence (less bad), business rates & other. Today's e/m & sign up free langtoncapital.co.uk

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Outlet numbers (fall in Q4), business rates (new tomorrow likely), jobs market (AI threat), business activity (subdued), C&C (share price drop), Heathrow, David Lloyd & other. Today's e/m & sign up free langtoncapital.co.uk

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WFH (a bit less), jobs market (AI threat), business rates (news today), shop inflation (up a tad), Nero (FY update), Cook's Coffee (franchising), Revel (notice to appoint), Everyman, Evoke, Virgin Wines (all updates) & other. Today's e/m & sign up free langtoncapital.co.uk

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MARS (Q1 update), Tortilla (FY update, in line), PPHE (FY update), business rates (relief, disappointment, request for more support), delivery (under pressure in LFL terms) & other. Today's e/m & sign up free langtoncapital.co.uk