Debenhams Share Discussion Threads

[ckafetz] 12/4/2018 10:35

Q, what type of results do we need do you think to get back to your 45p?

[qantas] 12/4/2018 10:06

Results 7 days and counting.

Please do your own research.

[diku] 11/4/2018 22:58

Computer responded promptly!...

[qantas] 11/4/2018 22:29

Deb's deep breathe in move on.



Please do your own research.....

[diku] 11/4/2018 22:26

Are you a automated computer poster?...

[qantas] 11/4/2018 22:17

Shorters doomed to failure.

Deep fried shorts in the morning.

House of Debenhams are going to survive.

Please do your own research.

[debsdowner] 11/4/2018 22:16

Q

I agree some of these online retailers on hefty valuations.

The growth rate of online remarkable however.

[qantas] 11/4/2018 22:01

Deb's for you.


Interim results from ASOS lend further support to broker Canaccord Genuity's thesis that the cost of the retailer's growth will continue to come in ahead of market expectations, "making its valuation hard to justify".

ASOS reported a first-half pre-tax profit of £29.9m that was a "small" miss versus City expectation on sales growth of 27% was slightly below consensus expectations of 29% and a US performance a "little weaker" than expected.

The e-retailer's showing remained strong throughout its first-half trading, pushing gross its margin up 100 base points, in line with expectations.

As expected, operating costs grew ahead of sales, with warehousing costs the main drag factor as various distribution centres ramp up, but Canaccord pointed out that while ASOS' other costs appeared to have been well dealt with, despite the gross margin increase, its EBIT margin fell by 40bp to 2.6%, also in line with general consensus.

Canaccord reiterated its 'sell' rating on ASOS, along with its price target of 3,622p.

"We have been consistent sellers of ASOS with a thesis that the cost of growth will continue to come in ahead of market expectations making the valuation hard to justify - today lends further support to our thesis," the broker said.

Analysts acknowledged that the miss versus H1 expectations is small, but in the context of materially raised cash costs, no change to profit guidance and shares trading for 66.7 times full-year EPS, the shares were expected to react negatively.

Please do your own research.

[ignoble] 11/4/2018 21:26

Starbucks shut down in my neck of the woods
Told that Costa are doing the same thing.

[debsdowner] 11/4/2018 20:52

ASOS sales growing 27% puts bricks and mortar in the shade.

[leadersoffice] 11/4/2018 20:14

The point I'm making is retail is far from dead...just changing and where others lead, others must follow. I'm sure the CEO of Debenhams will announce something very soon. Debenhams is far from a basket case so please stop trying to make out it is. Debs...long and strong

[robot ic1] 11/4/2018 20:13

🤖

Downer ,
I think your a NEGATIVE troll ,show proof your not, show us proof of the holdings you have in any share in the uk .

/////////
It is a real pity that some posters continue to continually ridicule just about everything but them selves.
They really are the bottom of the barrel people.These posters must have very sad lives, losers in life as I call them .
I hope the moderators act in removing these doomster posters asap please .

Inflation is lowering TRUE FACT, recently the Looser said inflation was on the rise ,what an total idiot.

CO-OP are in profit and thriving.
Tesco are also doing well.

It is not all doom and gloom .some posters on here continue to spew out negativity like a plastic injection moulding machine being purged out of bad infected useless material.


Debenhams are doing ok.And we will succeed regardless of idiot posters that post on here.

I will be buying more stock shortly with my money that I have plenty of .

Forget the negative writings just stay positive +.
Always Do your own research its your cash

[robot ic1] 11/4/2018 20:05

🤖
It is a real pity that some posters continue to continually ridicule just about everything but them selves.
They really are the bottom of the barrel people.These posters must have very sad lives, losers in life as I call them .
I hope the moderators act in removing these doomster posters asap please .

Inflation is lowering TRUE FACT, recently the Looser said inflation was on the rise ,what an total idiot.

CO-OP are in profit and thriving.
Tesco are also doing well.

It is not all doom and gloom .some posters on here continue to spew out negativity like a plastic injection moulding machine being purged out of bad infected useless material.


Debenhams are doing ok.And we will succeed regardless of idiot posters that post on here.

I will be buying more stock shortly with my money that I have plenty of .

Forget the negative writings just stay positive +.
Always Do your own research its your cash

[debsdowner] 11/4/2018 19:21

Another Blue Cross sale at Debenhams, get 90% of a Miss Sefridge dress,



N its not April fools day its true.

[debsdowner] 11/4/2018 18:55

Leadersoffice "Long and Strong"!

You are having a laugh. Tesco is the biggest supermarket in the UK its a completely different concept to a bricks and mortar retailer.

However Tesco growth isn't that good compared with Aldi and Lidl both are growing at double digits and will be doing for a few years yet.

Tesco isn't out of the woods, sales may be up but market shares has slipped.

Its all in the small print and Kantar have a better slant on which supermarket has the better growth.

Tesco market share has fallen on a 2 year basis.



It amuses me when posters don't get their facts right and distort the true picture.

[essentialinvestor] 11/4/2018 18:54

Interims a week tomorrow, so lets see what they have to say.
Not sure any TSCO comparison is that valid. Besides being very different busineses,
TSCO short interest appears very low atm. Nice day for holders there.

[leadersoffice] 11/4/2018 18:23

A very good day for shareholders of Tesco. Fight back well underway. Long and strong here to.

[debsdowner] 11/4/2018 17:05

6,000 shops close on High Street.



Contrary to what the bulls think, its a sad day for our towns and online retailers need to be taxed more and or pay higher business rates on their warehouses to ensure a level playing field.

Despite what I'm think there will be more closures and more bricks and mortar stores go to the wall.

Unless things change investors are at great risk investing in bricks and mortar retail.

Unfortunately this stock is a still a sell.

[qantas] 11/4/2018 16:19

Tesco extends recovery to 2015 prices

Tesco (TSCO) has moved into strong recovery mode, showing increasing evidence of a return to its former glories in these full-year results.

The headline metrics are particularly striking, albeit from a relatively low base, with a 22% increase in cash flow accompanied by a 30% reduction in net debt, partially leading to a 28% hike in operating profit.

Meanwhile, this performance has enabled the return of dividend payments, cost savings remain firmly on track with previous targets and the narrowing gap between wage growth and inflation could play into the company's hands by way of a more confident consumer.

Tesco's decision to discard lesser performing businesses and review its property leasing arrangements also add to the mix, whilst the integration of Booker should lead to cost synergies over the coming quarters, and is subject to high hopes.

For the moment, there are not many clouds on the horizon. The fierce competition within the sector will not abate, consumer confidence generally may be hampered dependent on the outcome of any Brexit deals, whilst from an investment perspective, the projected dividend yield of 2.3% is unexceptional.

Even so, the direction of travel is now becoming positively entrenched and Tesco has demonstrated marked progress.

The shares have to some extent reflected this, with a 13% rise over the last six months. In the last year, Tesco's 8.3% hike compares to a 1.3% decline for the wider FTSE 100 (UKX) and today's numbers look likely to vindicate a market consensus which currently stands at a 'strong buy'.

Please do your own research..

[debsdowner] 11/4/2018 15:58

Littlewoods owner shop direct, which also owns Very to close 3 warehouses, and 2,000 jobs at risk. They will be building another warehouse employing 500.



Online retailers reorganisation further to be more competitive.

edit:

Shop direct increasing market share:-

!Despite a recent slowdown on the High Street driven by weaker consumer confidence, online retail sales have proven resilient.
According to Shop Direct, its sales climbed 5.6% last year to £1.93bn. "

[qantas] 11/4/2018 11:54

Shorters doomed to failure Hedge and Jelly fish getting burnt today at Tesco





Tesco defies retail gloom with surging £1.3bn profits

Please do your own research.

[robot ic1] 11/4/2018 11:14

🤖
It is a real pity that some posters continue to continually ridicule just about everything but them selves.
They really are the bottom of the barrel people.These posters must have very sad lives, losers in life as I call them .
I hope the moderators act in removing these doomster posters asap please .

Inflation is lowering TRUE FACT, recently the Looser said inflation was on the rise ,what an total idiot.

CO-OP are in profit and thriving.
Tesco are also doing well.

It is not all doom and gloom .some posters on here continue to spew out negativity like a plastic injection moulding machine being purged out of bad infected useless material.


Debenhams are doing ok.And we will succeed regardless of idiot posters that post on here.

I will be buying more stock shortly with my money that I have plenty of .

Forget the negative writings just stay positive +.
Always Do your own research its your cash

[diku] 11/4/2018 10:23

Rain or shine people need to eat basic food...London had more rain lately so basic food retailers aka Tesco doing ok...

[leadersoffice] 11/4/2018 10:17

What is this idiot still going on about? I should imagine its something negative.
Well here's something positive... TESCO on the road to recovery. SO there are green shoots of recovery but you have to look for them. Lets keep positive chaps.