Category: Casual Dining
Inflation: Friend or Foe?
By Mark Brumby
Background:
Many consumers have little or no first-hand experience of inflation
The two 5% spikes in 2008 and 2011 were ‘aberrations’
We were in short pants (or not born) in the 20% plus days of the 1970s…
Restaurants in US hit bump, any UK read-across?
By Mark Brumby
Gloomy comments Stateside:
4 Jan: NPD Group says ‘a restaurant industry that struggled with weak sales and traffic in 2016 shouldn’t expect much improvement in 2017.’
4 Jan: NPD ‘expects restaurant industry traffic to remain stalled in 2017’. It sees a shift from dine-in to quick-service…
Food Critics go Viral: YouTubing ‘The Pengest Munch’
By Jack Brumby
Younger consumers mean you cannot ignore the internet:
‘Online’ isn’t just a buzzword, it’s a key battleground. Social media engagement (when navigated correctly) is a potent asset…
Langton Capital – 2016-12-07 – 60 Seconds on Inflation, Margins, and Savvy Customers
Inflationary Pressures and the Spectre of Price Rises Inflation is coming in 2017 – but how much will there be, and who is most affected? Forecasts can be a fool’s game, but that doesn’t stop us from giving our two cents. Evidence suggests the UK consumer credit cycle is relatively mature, with many households extended…
A few thoughts on business models and alternative use of space
Structural change in Retail – long clicks, short bricks… Boohoo and Asos’ share prices speak for themselves but traditional retail has had a much tougher ride of late. The department store sector is shrinking and the only winner is John Lewis. When a newer, fresher rival is taking share in a contracting market, that spells…