Debenhams Share Discussion Threads

[essentialinvestor] 31/5/2017 13:43

That is an astonishing figure.

I'm not drawing any any DEB comparisons here, so if anyone is holding
please don't take offence.

[simon templar qc] 31/5/2017 13:11

Minus 5.6% no variable! The only unknown is how much does if equate into loss of like to like sales!

I suspect from 6% to 10%. Which is a larger variable.

[essentialinvestor] 31/5/2017 12:38

-5.65?, is there some sort of variable there?.

[simon templar qc] 31/5/2017 10:54

John Lewis Partnership figures out, not at all good. partnership + 0.5%

-Waitrose + 3.9%

-John Lewis -5.6%

If one estimates shelf space has increased by 4-5% at JL and inflation is increasing prices, like for like sales are in serious decline.



"Total sales for the week were £76.2m, down 5.6% on last year.
Fashion sales were down 5.0%, due to annualising of strong price match promotions in the same week last year. Warm weather products in fashion saw a 15% uplift with a record week of sales for sandals up 26%.
While home sales were down 4.8%, the warmer weather resulted in record BBQ sales and a record week for outdoor living with sales up 54%.
Electrical and Home Technology sales were down 6.8%, with a 2.3% uplift in small electricals due to a significant increase in the sale of fans."

[niggle] 30/5/2017 18:08

It needs to rise a lot more before that downtrend is broken.

[niggle] 30/5/2017 18:07

Simon, you mean Jaeger?

[ny boy] 30/5/2017 16:59

Looks good

[ny boy] 30/5/2017 14:16

Looking for a break through resistance @ 53.39p above that good for go to 70p later this year.

[ny boy] 30/5/2017 09:13

Still plenty of dip buyer market participants and those looking for value. Low share price & 6.5% divi is an attraction to some here. Will be good to get the Election out of the way, I think the whole Country is exhausted from voting.

[essentialinvestor] 29/5/2017 19:41

NY, surprised wider markets have been so resilient, was pretty convinced
May/June would see some sort of sell off, May almost up and no sign yet.

[ny boy] 29/5/2017 12:46

All good here, when Monty appears it's a buy signal

[simon templar qc] 28/5/2017 21:45

Edinburgh Woollen Mill Owner Philip Day buy Yeager brand...



Day is quite a clued up retailer his company has already purchased a number of the Alexon brands and Austin Reed from private equity having failed to turn around the businesses around.

An interesting situation he intends to open up new stores.

The High Street isn't finished there will always be some customers who like the feely touchy of the garments and need to try them on, however that is mainly top end quality garments.

Will he make it?

Near 20% profit on group can be achieved on a private company..

The group is well funded.

I say he will make it and good luck to him he is doing all the right things, cherry picking some extremely good brands; Austin Reed has a Royal Warrant.





More background

[niggle] 27/5/2017 22:49

Wilmer - I have no idea who he is tbh. & I don't follow anyone.

[ny boy] 27/5/2017 22:05

I'm in The Cote d' Azur & from here, it's a strong buy to 70p +

Monty is here, because just likes following me and giving me the thumbs down, I have serial stalkers, a price to pay,for being incredibly famous.

[wllmherk] 27/5/2017 21:37

diku
I will say no more, you can form your own opinion.

wllm

[turbocharge] 27/5/2017 13:19

Debenhams : Shopping centre revamp on track

Work to redevelop a shopping centre is on track, with expected completion by the end of this year. Wolverhampton's Mander Centre will include a new Debenhams. A spokesman said: "Our works are progressing and on target for autumn."

hxxps://goo.gl/D8XQFZ

[diku] 27/5/2017 08:59

But that can be said about all posters on this free BB when money is involved!!!...it is just an opinion sharing website....

[wllmherk] 27/5/2017 00:55

If you think he gives good advice then good luck to you niggle. You can't say you weren't warned.


wllm

[niggle] 26/5/2017 18:55

Wilmer

He posted this

"Who buys from a bricks and mortar retailer, all the costs business rates etc, surely in decline.
Amazon as killed the high street."

Great advice - and now you can read it without filtering him or calling others childish names!

[turbocharge] 26/5/2017 16:50

NOTIFICATION OF MAJOR INTERESTS IN SHARE

Number of voting rights (total A +B+C) held by Deutsche Bank AG reported on 28 February 2017 was 61,401,129 - Percentage of voting rights 5.00%

Their number of voting rights is today reported as being Below Notifiable Threshold

[fabius1] 24/5/2017 22:08

Rates in city centres are absurdly high. How else can they fund unproductive paper pushers and compliance bods. As usual, tale wagging the dog. Seems to me that if the likes of Marks and Debenhams can hang in there they will gain competitive advantage over the Monsoons etc. Surely it makes sense to turn these large clothing stores into a shopping experience with a wide range of decent quality brands under independent or perceived as independent labels. I am afraid that means women and children only. Sorry fellas. As a rule, we just don't cut it in the spending stakes. Besides, after the girls have finished there isn't much left for us anyway. In a nutshell, create dynamic market conditions within the stores themselves and refresh the 'shopping experience'. A bit like the old fashioned markets. You would then have a tangible competitive environment with a constant stream of new ideas etc which would otherwise be hard to get to market without the clout of big store backing.

[montyhedge] 24/5/2017 17:46

Who buys from a bricks and mortar retailer, all the costs business rates etc, surely in decline.
Amazon as killed the high street.

[essentialinvestor] 24/5/2017 13:45

The recent MKS share price performance makes the bull case, Up about £1.20 a share
from 2016 lows.