Debenhams Share Discussion Threads

[simon templar qc] 12/8/2017 10:51

It all depends which store you are talking about. I think a lot of jobs are store managers/supervisors and or back office, and they hope to share roles in some cases, but it will mean less jobs overall.

A F Blakewell who supply to 1,000 SPAR shops and own 250 more also have serious concerns margins aren't good enough near 1% of sales.

There will have to be more consolidation on the High Street which is good for the consumer but ever more difficult for the retailer.

Wilko would do better with B&M its a similar format.

Too many bricks and mortar stores out there.

As Aldi and Lidl expand you can bet your life they will start to take more of household spend. They are moving into household goods, and clothes. They are virtually giving away school uniforms.

[diku] 11/8/2017 22:59

Where are these job cuts...admin or store closure...

[simon templar qc] 11/8/2017 20:41

bloodbath on High Street.

John Lewis, Sainsburys, Tesco, ASDA all been announcing severe job cuts the latest today Wilco...



Make no mistake there is bound to be a major casualty sooner or later margins getting paper thin.

Many retailers are on margins of under 1%.

[simon templar qc] 10/8/2017 10:43

Furniture store DFS warns today.

[simon templar qc] 08/8/2017 13:01

New Look warns...

[grahamite2] 08/8/2017 11:56

I scarcely dare look at this thread any more, but what I have seen today (last 20 posts or so) looks rather encouraging. Think I'll tough it out.

[simon templar qc] 08/8/2017 11:14

John Lewis sales up first week of second half...

Up 5.5% overall which is a surprise. Are they gaining market share or is it a blip!

[qantas] 07/8/2017 21:05

Simon the saint very boring.

[simon templar qc] 07/8/2017 20:28

UK retail toughest in the world

[qantas] 07/8/2017 14:37

Simon the Saint Templar so sorry I don't agree.....
You sound desperate to make money...

Please do your own research....

[simon templar qc] 07/8/2017 07:45

Consumer spend falling again and worsening at that say VISA today...



Clothing and footwear down 5.2% !!!

Now holders take note, these are seriously concerning issues, which will affect the vast majority of large bricks and mortar stores, I can foresee a large retailer hitting the wall in due course, BHS is not the last!

edit:

Sainsbury to lop 1,000 jobs.

[topvest] 06/8/2017 12:44

Yes, Debenhams seems to be stuck in the past. About a decade out of date. No future in the current format in my view. They either change or die. Clock ticking!

[essentialinvestor] 03/8/2017 15:09

They are a value fund from memory.
Fan of Ben Graham's approach.

[simon templar qc] 03/8/2017 13:24

Shorts decreasing..



With the latest declaration from Brandes, I now go to a hold on the stock pending further updates,

[topvest] 02/8/2017 21:58

This looks like a value trap to me if there ever was one.

[american idiot] 02/8/2017 19:55

Interesting to see Brandes onboard here.

A very shrewd US outfit indeed.

[edmundshaw] 02/8/2017 16:12

Brandes Investment Partners, L.P, whoever they are, have gone over 10%...

[edmundshaw] 02/8/2017 15:20

Thanks Simon, much better! :-)

[fabius1] 02/8/2017 15:05

Musical chairs aside re last man standing on the retail front v internet, how low and for how long will the £ languish? Brexit is regarded as the chief culprit but is it really? Seems to me we are looking at a doubled edge sword. The EU is a basket case . The loonies are very definitely running the asylum over there. This opens up real opportunties for trade deals in the UK if the politicians can get past their fickle and befuddled idealogies and touch base with real world economics, something, incidently, we haven't seen for some time.

[edmundshaw] 01/8/2017 14:13

Those links go off the screen making reading awkward; and don't even work. Please could you delete or replace them (eg using tinyurl)

[simon templar qc] 01/8/2017 13:14

Terminated Debenhams indicated they meet lower end of forecasts. In the meantime Arcadia results up to September can be viewed from companies House.