Halfords Share Discussion Threads

[kendonagasaki] 29/11/2014 22:00

A little bird tells me that HFD are having a difficult time as of late. That little bird was a mag pie, only one of them told me.One mag pie is always bad luck, I've always found it to be true.So I await two little magpies....to tell me otherwise.

[kendonagasaki] 21/11/2014 22:49

Rathlindri..Your a ramping bufoon!No substance just rampety,rampety, ramp, ramp?

[manics] 21/11/2014 08:54

Yesterday I nearly posted that in my view, after finding its feet following results, HFD would see +500p again this year -though I now feel it may do this month!

[rathlindri] 21/11/2014 08:46

That's more like it

[cockneyrebel] 20/11/2014 09:35

UK retail sales out, beat by some way. +0.3 expected, +0.8 the number.

[cockneyrebel] 18/11/2014 08:37

Firm the past two days - rather interesting no?

CR

[kendonagasaki] 10/11/2014 16:08

Lose margin.You lose profits!?

[cockneyrebel] 08/11/2014 22:12

Dunno where you arrive at that kendo when profits were up, and the divi.

Margins were weaker but they had a lot of extra wage costs. Some of that will run into next year but then it reduces massively.

Might be up with events for the short term but I think there's scope to go higher.

We'll have to see.

All imo/dyor etc

CR

[kendonagasaki] 08/11/2014 17:27

Looks like what feared most.Profits are weakening.4,50/60 range is where I see this settling for now.I think personally they are selling far to cheaply and more aggressively than they need to.Profit is sanity,Turnover is vanity.Xmas is going to be tough for HFD if they don't nip this by the bud?

[rathlindri] 06/11/2014 14:28

What's not to like??

[cockneyrebel] 06/11/2014 08:09

These will wallop the 31p eps forecasts imo. margins slightly lower from a different mix but sales well ahead of market expectations imo.

Divi growth back on and scope to go well higher imo.

All imo/dyor etc

CR

[cambium] 06/11/2014 07:21

I like those numbers. Ysy

[cockneyrebel] 06/11/2014 07:18

£49.6m pbt - that's way above the £43-44m pbt expected by analysts I've seen imo.

And a divi rise - wasn't expecting that - back to divi growth too then :-)

Better than I expected :-)

All imo/dyor etc

CR

[skinny] 06/11/2014 07:12

Financial Highlights
· Group revenues +6.8% (Q2 Retail LFL sales +5.7%)
· Cycling sales +16.0% with growth in all Cycling categories
· Car Maintenance sales +7.1% in the second quarter
· Online Retail sales +13.7%
· Basic earnings per share before non-recurring items +14.2%
· Operating cashflow of £86.1m funding the acquisition of Boardman Bikes and an increase in cash capex
· Interim dividend per share of 5.5p, up 5.8% as the Group progresses to a 30:70 interim:final weighting

Business Highlights
· Further success of the Getting Into Gear Retail strategy: 46 stores traded under a refreshed format, successful trial of five days a week delivery to store and an essential SAP upgrade completed
· The launch of Car Parts Direct, strengthening Halfords' authority within the Auto category
· A new cycle brand, 13, launched to complement a growing portfolio of performance brands
· The first steps of the rollout of Cycle Republic, a fresh cycling proposition in Britain's towns and cities
· The £14.0m acquisition of Boardman Bikes, taking one of the UK's fastest-growing cycle brands in-house

Matt Davies, Chief Executive, commented:
"This was a strong performance against particularly tough comparatives and we are pleased overall with the progress we are making under our Getting Into Gear Retail plan. A strengthened Cycling offer was underpinned by the acquisition of Boardman Bikes whilst Halfords continued to build its Auto credentials with the launch of Car Parts Direct. More Retail colleagues completed their Gear-2 training, the supply-chain and IT infrastructure improved further and refreshed stores performed in line with expectations. Autocentres delivered an improved sales performance, with new management focused on the motorist experience. I look forward to a second half where we will continue to position Halfords to deliver sustainable profit growth."

[rathlindri] 05/11/2014 22:46

A good day here today, good luck all holders for tomorrow...

[cockneyrebel] 05/11/2014 11:36

Numis reiterates Buy today:

[rathlindri] 04/11/2014 22:37

Looking forward to Thursday's results, optimistically

[my5harebox] 04/11/2014 21:00

Added HFD to my portfolio today as I tend to agree with your sentiment CR.
Here is hoping the results are well received, GLA.

[cockneyrebel] 04/11/2014 14:19

Results on Thursday: