Debenhams Share Discussion Threads

[freddie ferret] 04/1/2017 16:57

Business rates?

Next hit.

[pillion] 04/1/2017 13:45

They need to merge with SBRY and M&S; then attack Amazon full bore !!!!

[simon templar qc] 04/1/2017 13:31

John Lewis sales collapsed last week...

hxxps://www.johnlewispartnership.co.uk/content/cws/financials/weekly-figures/latest.html

Writing on the wall for the coming year most retailers will suffer. The long leases will cause further problems for Debenhams.

[tintin82] 04/1/2017 09:52

Cash generation never lies. Next also looking like it is edging towards value territory, maybe after another 10-20% fall. DEB been in extreme value territory for quite a while IMO.

[grahamite2] 04/1/2017 09:18

bookbroker
4 Jan '17 - 08:35 - 1318 of 1320 0 0
This co. is the next dog to the way of BHS!

You'd think so, wouldn't you? But that has been the case for a number of years and here Debenhams still is.

[dealer1972] 04/1/2017 08:56

Very different product portfolio. Sainsbury's and Argos was a good match, not sure who would want to take on a fashion retailer in the current environment.

[tintin82] 04/1/2017 08:45

Next trading at massive premium to NAV, DEB trading at around 30% discount to NAV. Takeover target, same way as HOME? Very similar financial situation.

[bookbroker] 04/1/2017 08:35

This co. is the next dog to the way of BHS!

[ckafetz] 04/1/2017 08:24

Jump ship or hang on for possible recovery?

[dannywillo90] 03/1/2017 22:43

DB cut Debenhams to 'sell' from 'hold' and trimmed the price target to 52p from 60p.The bank highlighted five reasons for its sell rating. It said that after the retailer's efforts to reduce discounting, full price sales are now underperforming discount sales for the first time since 2014.It also noted that in the last 10 years, the company has not grown store-only like-for-like sales and there is a chance Marks & Spencer will begin to take its share.DB pointed out that Debenhams' UK store estate is maturing, with no openings scheduled for this year. It also argued that it is likely to remain difficult for the company to grow profits as cost inflation persists.Finally, it said Debenhams has significant long-lease exposure which is set to come on balance sheet in FY Aug-20.

[simon templar qc] 03/1/2017 20:05

According to press Debenhams has not fared well so not surprised with downgrade. Too many discounts well before Christmas too much competition.

[ckafetz] 03/1/2017 18:40

Wow what a hit today due to Deutsche Bank downgrade. Flipping great start to 2017 :-(

[thevaluehunter] 03/1/2017 17:26

DEB should be at an advantage to its competitors going forward because they have forward brought their currency requirements until 2018 allowing them to deliver cheaper prices and GM.

“We are fully hedged for FY2017 at an average rate of around $1.50 or c5% lower than FY2016. We are partially hedged for FY2018 and therefore the most recent fall in the value of sterling will not take full effect until spring/summer 2018.”

[diku] 03/1/2017 13:31

The belief IC Kiss of Death!...

[svenice7] 02/1/2017 21:56

This is a buy in investors chronicle

[mister md] 29/12/2016 16:02

Schroders still accumulating

[simon templar qc] 23/12/2016 20:58

Debenhams River Island and considerable more retailers already have a sale on up to 50% off prior to Boxing Day. What I noticed was John Lewis weekly sales figures not basically static and tat allowing for two new stores opened in second half, which equates to about 5% increase in sales space.

[svenice7] 23/12/2016 07:25

Still cheap, good divi. I might buy some.

[petercrosby] 18/12/2016 16:52

Look at the trades, the market makers were working those orders for about 3 or 4 days taking on stock.

[reallyrich] 16/12/2016 10:27

The xd date was last week grahamite2

[grahamite2] 16/12/2016 10:22

Got in yesterday for the yield.

[ckafetz] 15/12/2016 09:13

Ah right fair enough. I've always been told the markets are not logical!

[diku] 15/12/2016 08:59

Because the markets work in a mysterious way...the belief that more buyers and the price goes up and more sellers and the price goes down is a myth...

[ckafetz] 15/12/2016 08:41

How does such a big buy not affect the share price?