Debenhams Share Discussion Threads

[simon templar qc] 31/8/2017 10:54

Not at Carefour the largest Frenh retailer which had a profit warning today, analysts say the group "lost its touch"!

There is a case for bricks and mortar, but the business model is changing at a rapid pace, and for a time there will be less retailers needed on the High Street.

Some will have to go and some will suffer the same fate as Woolworth, BHS, MFI, Comet.

[qantas] 31/8/2017 10:38

Montyhedge better very boring just like Simon not the saint templar many people love shopping sometimes the shop keepers are the only people they speak to every day.
Please do your own research.

[montyhedge] 31/8/2017 09:00

Does anyone actually buy stuff in shops, they are just showrooms now, go along see what you want go home order it cheaper on line. Bricks and mortar retailers are struggling.

[simon templar qc] 30/8/2017 11:45

john Lewis weekly sales figures out:



Waitrose appear to be struggling once inflation is taken into account. John Lewis appear to be buking the trend on second half sales.

[niggle] 30/8/2017 10:18

Quarter days suggest 29 September

[niggle] 30/8/2017 10:17

Normally September around the 21-25th

[chinese investor] 30/8/2017 09:00

When are the rents due ?

[niggle] 30/8/2017 08:57

New low for DEB now trading in the 30s - won't be long to wait for the 20s.

[ignoble] 29/8/2017 17:38

Makes you wonder that if MA did want out
Who would want to buy his stake in this current retail environment.
Perhaps a big short out there might take some ...
Who knows ?
All supposition anyway imho

[ltcm1] 29/8/2017 17:32

From a technical viewpoint the graph is pretty awful and where is the next support level if it goes sub 40? Also with Ashley holding so much stock there is the added risk he might sell out. Certainly one for the brave I think.

[montyhedge] 29/8/2017 15:33

Retail sentiment is so low at the moment, seems Amazon and business rates perhaps killing things.

[longfield123] 29/8/2017 15:31

I think DEB is now very oversold at 40P. It has a long established good profit , and yes the exchange rate will have some impact but I think it is very cheap as a long term buy.

[montyhedge] 29/8/2017 14:31

Qantas
Here is the article.

[chinese investor] 29/8/2017 14:14

If it's monty the rumour is about BHS!

[montyhedge] 29/8/2017 13:18

Rumours of a major high street chain, about to go under. Won't help sentiment in retail if they go.

[stud-muffin] 26/8/2017 22:21

FWIW Debs new store format in Stevenage appears to be a success.

I expect some analysts to be invited to see the numbers and prospects in due course.

My inside track source has reassured me the Sergio concept will work for Debs.

The market will recognise this in due course and whilst Debs is not likely to make stellar gains any time soon the dividend looks safe IMV and once that's recognised the share price will recover.

[ltcm1] 26/8/2017 14:43

Guys the only thing that counts with retailing is net profit. You can forget book value. It's all about margin, turnover and managing your stock.

And it's all about the picture going forward rather than the past. The position can change rapidly in retailing.

I see Debs are having a 25% off everything event this weekend. Time to grab a bargain???

[diku] 25/8/2017 23:34

Deb is like DFS....a permanent Sale sign on!...same with Carpetright!!...

[edmundshaw] 25/8/2017 20:40

I must admit I am always seeing sales on at Debs too, and have been for the last 3 years. Yet results say that more full priced stock has been sold for the last 2 years. Perhaps the sales are simply more limited than the big red signs might lead customers (or amateur analysts) to believe?

[simon templar qc] 25/8/2017 17:36

you are right foxy the same critics say the same about debs on the MKS thread despite not wanting too many sales Debs keeps having them and eroding margins. Reminds me of MFI almost a permanent sale on. The brands are dated. Sorry to holders but Debs is going nowhere but down in my view any bounce doesn't last long the trend is down.

[simon templar qc] 25/8/2017 17:36

you are right foxy the same critics say the same about debs on the MKS thread despite not wanting too many sales Debs keeps having them and eroding margins. Reminds me of MFI almost a permanent sale on. The brands are dated. Sorry to holders but Debs is going nowhere but down in my view any bounce doesn't last long the trend is down.

[1fox1] 25/8/2017 16:21

It's a rare event when DEB doesn't have a sale on.

[edmundshaw] 25/8/2017 16:17

Terminated, do you do shopping? Debenhams and other clothes shops do Summer sales every year in August. That is NORMAL trading.