Debenhams Share Discussion Threads

[simon templar qc] 09/1/2016 18:35

Isis,

Re dividend I am working from memory not that long ago but is one of their results in the last 12 months I think.

The retail sector getting ever more competitive now I noticed a further blue cross sale again it looks like they cannot maintain business without constant sales.

With Debenhams a lot lower margins than Marks if things get worse the rebasing of the dividend would have to be considered.

[isis] 09/1/2016 14:08

They always blame the weather whatever it is.

Where did they say they were rebasing the Dividend?

[simon templar qc] 08/1/2016 23:40

Marks, Sports Direct, Bon Marche have all reported they have been hit by the weather I suspect Debs will be no different.

Marks has a operating margin of 6-7% where as Debenhams is about 4%.

Doesn't look good from my standpoint and I see more pressure on the downside.

The company has already hinted they may rebase the dividend so I would not chase the yield as its at risk.

[muscletrade] 08/1/2016 15:16

harebridge.....i think the profit warning from sports direct earlier today is not helping retail again . if debs meets forecasts we could see nice rally but it is big ask considering what next marks and sd have had to say so far,

[simon templar qc] 08/1/2016 14:09

Any negativity on trading as the share price will fall below the 60 pence level. Then the dividend is at risk.

[harebridge] 08/1/2016 13:50

I follow retail very closely. Looking at all the results out this week & last, a few profit warnings have been averted due to a massive increase in online sales.

[mreasygoing] 08/1/2016 13:28

They even have changing rooms for people in wheel chairs so no excuse mate.

[mreasygoing] 08/1/2016 13:27

Not on your nelly. It may be for those who are housebound but most people want to feel and try on clothes before they buy.

[harebridge] 08/1/2016 13:14

Retailers getting hammered again. Bricks & mortar retailers look like they've had their day & the new kids on the block - pure online plays are set to takeover. A new world order for retail is emerging.

[pillion] 08/1/2016 12:59

Now yielding 5.2%
Will divi be held ??

[simon templar qc] 08/1/2016 12:24

Share price continue to slump suggests poor trading.

[edmundshaw] 07/1/2016 09:07

Seems a reasonable if. On the other hand if Xmas was OK we might be in the high 70s.

A bit short of information at the moment. The nervous normal this time of year.

[simon templar qc] 07/1/2016 08:50

Looks like the share price is pricing in more woes and heading for 2014 low.

[jak1] 06/1/2016 14:52

Think if they warn on xmas trade it will be in the low 60s ...

[simon templar qc] 03/1/2016 21:59

Marks and Next report this week and according to analysts Marks is losing out on fashion and analysts are seeing a 5% fall or thereabouts.

Seems Debs been downgraded....

[netcurtains] 29/12/2015 12:07

Good point. There is a downside to retailers.

On the other hand, the internet market is growing , year in year out.
If BON can't grow someone else must be growing PLUS SIZE!!!

[simon templar qc] 29/12/2015 11:58

I predict a poor Christmas for a number of retailers poor/mild weather won't help.

[simon templar qc] 17/12/2015 16:53

Bonmarche gave a warning yesterday on unseasonal warm weather which may hit other retailers

I happen to think Debenhams is a little way behind its comparators.

[gbb483] 17/12/2015 16:42

Not when everything else is rising.

[simon templar qc] 17/12/2015 14:19

Continuing to fall is not a good omen.

[djgrantb] 17/12/2015 08:08

Think sentiment for Deb is being hit by Mike Ashley's sports direct gamble imho

[mreasygoing] 16/12/2015 14:58

Careful Ed. The mild weather could wreck their winter sales of warm clothing.