Tesco Share Discussion Threads

[ladeside] 13/10/2016 10:35

Utter drivel, if you think the loss of Pot noodles, marmite and surf will take down Tesco then you are quite clearly in cloud cuckoo land.

I'd also point out that DL knows Unilever inside out and also knows where they are vulnerable, hence the reason he has decided to take them on.

There will be only one winner here and it won't be Unilever..........

[csmwssk12hu] 13/10/2016 10:30

Aldi and lidl have apx 12% between them the other 88% of the uk do branded shops which is tesco market oh well have fun IMHO forecast for next three days if not solved -3% -5% -10% they probably brought new prices in Monday which others have agreed to tesco probably bought more before price increase hence it's took off web to try and save for instore stock, the way they work by Monday the stock will be most likely gone, then trouble will hit fan alternatively they pay up and shares will hold up but they will have lost and may aswell taken out advert stating prices gone up, every other supplier will be sitting waiting to do same, the big market players knew this before small guy hence sell off over last few days

[icejelly] 13/10/2016 10:19

Yes they will - look at Aldi and Lidl

[csmwssk12hu] 13/10/2016 10:06

Only 5% profits made in uk tesco 27% market share would equate to just over 1% of unilever profits, unilever are tesco biggest supplier , they have just removed the best selling items off the shelf, it's like been a mercedes garage and taking the a class and c class off and saying it's okay we will still sell some of the others because peeps will buy b and e class instead, no they wont!

[csmwssk12hu] 13/10/2016 10:03

So just who or what is Unilever?

While many people may never have heard of the name Unilever, many of its brands are household names.

Marmite, PG Tips tea, Pot Noodles, Surf washing powder, Comfort fabric conditioner, Hellmann's mayonnaise and Ben & Jerry's ice cream are among some of the big names which have disappeared, however.

But its other many brands include Dove, Walls, Liptons, Omo, Sunsilk, Sun, Lifebuoy, Badedas, Brut, Cif, Carte D'or, Impulse, Maille, Persil, Pond's, Popsicle, Q-tips, Stork, Simple, Viennetta, Bovril, Colman's, Knorr and Becel.
We could go on. Then there are the many others that are only available abroad - think Lusso, La Danesa and Lakme. In fact, only 5% of Unilever's profits are made in the UK.
It has headquarters in both the UK and the Netherlands and its website declares that worldwide its brands are "used by 2 billion people every day".
So one way or another, chances are you are using their products on a pretty regular basis without necessarily knowing it.

[panic investor] 13/10/2016 09:59

No a fan of Tesco and never shop there but fully support them in this decision.

FYI a blind taste test between Marmite and Tesco own yeast extract brand - the LATTER won !

[joe say] 13/10/2016 09:39

Bang on Vaneric - especially if Unilever is seen as the villain in this whole saga.

If this plays out as I envisage then it also raises the question as to the whole question of Brand Value - which marketeers would have you believe are invaluable - the market may deem otherwise

[bookbroker] 13/10/2016 09:21

This will not be a headache for Tesco, more like the start of a large one for Unilever, tesco has fired a warning shot, do you really think that the remaining food retailers will accept unilever's proposals, absolutely not, the supermarkets cannot tolerate more margin pressure, time the suppliers looked at their costs in order to produce a lower price point!

[csmwssk12hu] 13/10/2016 09:14

Btw tesco are down more but that's not relevant, it's like an oil leak, first day a bit second day more third day oops as it sets in not solved they need to sort fast now, and the worst part for tesco is when it is solved it will be price rises all round, the other big three, will pay up and say nothing

[pal44] 13/10/2016 09:13

yes its all about brands .. hence Tesco has to give in to Unilever

[csmwssk12hu] 13/10/2016 09:08

Are you for real? last year tesco profit less than a billion unilever profit near 8 billion lol if unilever which I don't think they would but if they turned round and permanently stopped supplying tesco it would destroy tesco, unilever sales to tesco are less than 2% of its revenues your forgetting that this is the second biggest consumer goods group in the world. You go to tesco to buy brands predominantly, anyway time will tell

[ladeside] 13/10/2016 08:58

Tesco can survive without Unilever, but can Unilever survive without Tesco ????

[icejelly] 13/10/2016 08:53

Which company TSCO or ULVR has taken the bigger hit on its share price today?

[csmwssk12hu] 13/10/2016 08:50

Look I'm not long or short here so either way I'm not bothered a while back I had unilever and I've spent over 30 years watching how they work, Mr Lewis has advantage of being a former insider but the main thing is he is a former worker, unilever will not budge on this more than anyone else because of that reason, pmsl just been on bbc tesco says has pulled marmite from website but still has some stock in stores, panic buying later with peeps buying trays of marmite, wouldn't mind I'm in the can't stand the stuff camp

[joe say] 13/10/2016 08:41

Forget the facts - it's how it reads to the consumer

[fatnacker] 13/10/2016 08:33

seriously Joe? Tesco standing up for the consumer? ffs

[joe say] 13/10/2016 08:21

The other side of the coin is that Tesco is standing up for the consumer - a message that to me is likely to resonate more with the general public

Big bad Unilever

[csmwssk12hu] 13/10/2016 08:17

It wouldn't surprise me if someone from unilever leaked this to press with an $8bn annual advertising budget worldwide that gets things like that done, basically is was almost advertising to the public last night that you local tesco won't have anything on the shelves this week that's the perception it put out

[csmwssk12hu] 13/10/2016 08:13

Net margins are more like 3-5%

[irenekent] 13/10/2016 08:13

csmwssk12hu

I agree with a lot that you have posted but it would be easier to read if a little attention was paid to spelling and punctuation. Eleven lines of text without one full stop is nearly impossible to read.

[nathdani] 13/10/2016 07:42

20% gross margin on grocery more like 5%.

[eggbaconandbubble] 13/10/2016 07:22

Judging by the absence of a quite a few regular items in my local Tesco this issue goes beyond just Unilever and involves other suppliers as well.

[csmwssk12hu] 12/10/2016 23:18

Wrong tesco biggest supplier unilever - yes.
Unilever biggest customer tesco - no.

Unilever more important to tesco than other way round.

When asda argued with warburtons over pricing asda pulled warburtons, three weeks later they paid the increase because the first week they had no warburtons bread, the second week they lost that many shoppers to competitors they paid up, there are anything from 10,000 to 35,000 lines in a supermarket depending on its size, the average shopper will never purchase more than 135 brands in there life, that is how much creatures of habit we are when it comes to shopping, if I want Persil and Daz is on offer at half price I still buy Persil and vice versa, in time tesco will pay what unilever asks if they take too long they will pay with a profit warning, unilever will make an example of them to the other supermarkets, who will pay and no doubt unilever will agree some advertising campaign in coming weeks with sainsburys and asda and morrisons, advertising their products availability on offer at there stores, you grossly underestimate unilevers power

[cocker] 12/10/2016 22:38

Wrong. No one company fills the shelves of anyone supermarket. Therefore if I was set on a few brands I might well go to say Morrisons . However, not sure many people would change supermarket for a few products. As I said before likely to try an alternative