Debenhams Share Discussion Threads

[terminated] 13/1/2017 10:45

This should be over 60p easily after that update. Doing well and as valuehunter points out they have forward hedging of the currency at about $1.50. I'm sure we'll see 70p in the next 4 months I'm certainly not selling at this price.

[pillion] 12/1/2017 14:11

Simon T
Are you still an investor in DEB ?

Most of your posts have a sort of negative tone

Myself: I own a few for dividend and potential growth

[sr2day] 12/1/2017 12:59

60p and beyond.

[simon templar qc] 12/1/2017 07:52

Difficult call most retailers enjoyed a good Christmas but will sales carry on with higher inflation to look forward to?

I am not so sure. What tends to happen is the market marks up then the selling begins!

[18bt] 12/1/2017 07:38

Looking at most of the retail trading updates today (Tesco, M&S, Booker, ASOS, Dunelm etc), Next is looking like an outsider. Well done DEB

[mister md] 12/1/2017 07:04

Nice update !

[pillion] 11/1/2017 16:33

Cheers trewinney

[pillion] 11/1/2017 16:01

DEB flying today !

When can we expect a trading update ?

[thevaluehunter] 11/1/2017 13:02

Full year results 22nd Oct 16 (page 5): "Debenhams adopts a rolling hedging strategy, typically hedging 12-18 months ahead. 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."

[harry_david] 10/1/2017 07:14

Thevaluehunter, where did you get that from?

[thevaluehunter] 09/1/2017 14:04

Debenhams have forward purchased their currency to Summer 2018 at close to 1.50 so short term falls in the value of sterling will be a benefit as unhedged competitions incur a higher cost of goods in sterling terms.

[terminated] 08/1/2017 19:33

Bookbroker: "Why go to Debenhams when you can go to John Lewis online for example"

Couldn't someone say "Why go to John Lewis when you can go to Debenhams online"

I'm not sure Debenhams are middle ground but many perceive Debenhams as offering similar quality to John Lewis but at a more affordable price.

[chinese investor] 08/1/2017 12:39

I Bought Some On Friday !

[bookbroker] 08/1/2017 12:37

Clear to see that top end of retailing,John Lewis, and low end, B&M., doing ok, but M&S. right in middle although food side seen better quality, but even discount foodies do some pretty nice dishes now, maybe not ready meals! Debenhams is a mid-market dept. store with a load of nothing. Why go to Debenhams when you can go to John Lewis online for example, I can only see the price pressures on food retailing to get even tougher this year, higher business rates, wage pressure, and food margins, although MRW best placed with their vertically integrated business and high store ownership! Already on a racy rating though with Tsco., Sbry very low rating! Live near Keighley, no comment, but there is Mrw, Sbry, Asda, Iceland, Aldi, all bang smack next to one another and it's a relatively small town, big stores the former three, but the dark horse creeping up is Co-op, good quality, nice friendly format and expanding rapidly!

[libertine] 08/1/2017 10:36

However, it is the fortunes of the traditional high street names that will be studied closest with a raft of established chains expected to confound the gloomy expectations. Debenhams, Morrisons, and Tesco are all expected to have fared well but Marks & Spencer is set to surprise the most.

Elsewhere, Debenhams is expected to eke out 0.5pc of like-for-like sales growth, boosted by demand for its makeup products.

[simon templar qc] 07/1/2017 18:18

Department stores suffering here and abroad as consumers change their habits..



The long leases not at all good for Debenhams the stores seem to lack appeal.

[terminated] 05/1/2017 11:20

My point is profits would have to be down 30% to justify this price so there is an element of safety at this price. Even then it would be on a very modest pe. Debenham is also aimed at more the luxury high end market which tends to fair better on the grounds wealthier shoppers are less affected by inflation.

[imranawan] 05/1/2017 11:19

Terminated - with DEB you also have to factor in the debt which is pretty chunky.

[dealer1972] 05/1/2017 10:45

Hmmm no indication things are bad? Did you read the Next results yesterday? This wasn't Next specific, it's going to be a sector wide issue imo. With price hikes potentially due this will drive more to online shopping which could push more to e.g. Asos. IMO

[terminated] 05/1/2017 00:44

It's now 700m market cap. Last year reported 92m post tax profits. To justify this price they would need to make 65-70m post tax this year and there is no indication things are really bad, just competitive. I'm taking some more at 50p ish.

[pillion] 04/1/2017 23:59

We got this surprise January 2016

[sr2day] 04/1/2017 23:50

pessimism overblown.excellent opportunity to buy low.

[warranty] 04/1/2017 18:50

That's true tvh but none are clothes retailers. Theirs is a completely different market.

[thevaluehunter] 04/1/2017 18:06

Let's not get too carried away there have been some retailers reporting positive news!
John Lewis +5.1% LFL
B&M +7.2% LFL