Debenhams Share Discussion Threads

[essentialinvestor] 23/3/2017 11:26

P, CRST looks a bit like a coiled spring to me, just had a quick look.
About to shoot Up?.

[pillion] 23/3/2017 11:24

What's this I hear ?

[essentialinvestor] 23/3/2017 10:44

Mr Grainger is my favourite character, watched most episodes 4 or 5 times ).

Trevor Bannister was the intended start of the show, it was written with him in mind,
John Inman stole the limelight.

[1fox1] 23/3/2017 09:23

Barrie what's with the drip drip drip again?

[simon templar qc] 23/3/2017 08:37

More detail on NEXT from brokers..

[essentialinvestor] 23/3/2017 08:18

Did not expect my small NXT trade from late last year to become a longer term holding ),
hoping the low for the NXT share price may be somewhere near this level.

[simon templar qc] 23/3/2017 08:13

NEXT isn't a long shot and they have warned of a slowing high...

[edmundshaw] 22/3/2017 22:34

Brantano is a shoe retailer, and has been loss-making for years.

A read-across to Debenhams is a bit of a long shot. But perhaps it will ride up with wear...

[simon templar qc] 22/3/2017 20:07

Brantano collapse.....



There will be more retail casualties as consumer spend slows down.

[simon templar qc] 22/3/2017 11:36

Consumers most pessimistic about finances since 2013 says MARKIT just released..

[simon templar qc] 22/3/2017 11:10

BOE summary of Business conditions report which points out to a slowdown of consumer growth...



Readers were warned!

[simon templar qc] 21/3/2017 18:58

John Lewis fashions sales up 4.6% last week..



Next REPORTS on Thursday all retailers will be looking for clues.

[tintin82] 21/3/2017 12:20

Britons’ net financial wealth has jumped by 12.5pc in the past year according to economists at the EY Item Club - rising four times more quickly than wages.


More money in the pockets of shoppers! Looking great for DEB, particularly as DEB customer base feeling that bit more flush, even taking into consideration the mediocre rise in inflation.

[simon templar qc] 21/3/2017 10:48

John Lewis Partnership weekly sales figures:



Week 7 partnership -1.2%: 7 weeks versus 2016 + 0.5%

[luckymouse] 17/3/2017 21:58

free stock charts from uk.advfn.com

[mister md] 17/3/2017 12:53

interesting Sports Direct increasing holding in DEB ?

[edmundshaw] 15/3/2017 16:29

Debenhams boost from long forex forward hedging should help them this year compared to JL and others with a shorter hedging policy. I have no great opinion about whose shops the customers prefer at the moment, but I feel the (albeit slow) improvement in online sales, the balanced sales across the age groups and a good reputation should keep Debs trading OK.

Worth repeating Xmas period trading?:

Financial Highlights
· Group gross transaction value +3.7%; Group like-for-like sales as reported +3.5%
· Group like-for-like sales in constant currency +0.5%, including UK LFL +1.0%
· Online sales +13.9%, with two year growth of over 25%
· Gross margin of (25bps) to +25bps, sales mix continues to be dilutive
· Good performance in the 7 week Christmas period to 7th January:
- LFL sales +5.0%, +1.7% in constant currency
- Online sales +17.0%

Last year, Underlying EPS was 7.5p. Following good cash generation, net debt reduced by £40.8m to £279m. Net debt/EBITDA at 1.2x.

Full year dividend up to 3.425p per share (so yield at 54p is 6.3%, covered 2.2 times.

Don't see any reason to sell at these levels. Recovery represents good upside with a nice income while waiting, while downside seems limited at a PER of 7.2 which is pricing in some serious drops in performance already.

A well-reasoned argument as to why earnings might fall off a cliff and the share price with them should fall further would be of interest. (Chart-based magic numbers do not count.)

[tintin82] 15/3/2017 14:37

Good luck fox, I understand how frustrating it can be for a share seemingly never to realise value. Frustrating, and has caused me to sell out of many a position. Hope your new position is more successful.

[1fox1] 15/3/2017 14:26

Never seems to filter through to DEB though tintin. Owned this stock on and off for four or five years thinking it could turn round. Seems to be on a gradual downward trend. I'll keep my eye on it. Looking at the chart it looks precariously balanced. I prefer to wait for a more positive buy signal. I don't give a toss what edmundshaw says but if 50p doesn't hold it could cause serious damage. For now I'm glad to be out and into something else. Hope it works out for you

[tintin82] 15/3/2017 10:46

Unemployment now down to 4.7% lowest since 1975. One of the strongest economies in the developed world. GDP revised upwards. All this equals more money in pockets and more peeps out shopping. Happy days.

[1fox1] 14/3/2017 18:48

Everyone is entitled to an opinion. Me? Iv'e finally run out of patience and swapped into another stock. Came out level but at least got a decent divi. Good luck all

[tintin82] 14/3/2017 17:36

Simon you are constantly negative and swamp this thread with every single shread of news to strengthen your stance. Even with ok sales figures from other retailers you try to spin in a negative light with your 'these numbers are just not good enough' Something tells me no sales figures would be good enough for you.

[edmundshaw] 14/3/2017 17:15

I'm with tintin. Why post here then if you are not trying to make proxy suggestions about Debenham's likely performance?