Jd Sports Fashion Share Discussion Threads

[gersemi] 14/12/2016 08:07

The unions are on the march and JD will be targeted next to destroy its reputation..sell before Unite get their teeth into this company..they tried it with SPD and they'll do the same here

[scapital] 14/12/2016 07:59

Warehouse problems

[alphabeta4] 29/11/2016 16:12

Good write up in The Times today - p40 on the 'dead tree' edition, I'm sure it is on the online version too :)

[alphabeta4] 28/11/2016 16:45

Hi Suzyred, if you're new to this game but are choosing shares like jd. I'm sure you'll do well. Best of luck.

[martinc] 28/11/2016 11:45

Yes. The company decided that 15 was quid was a lot for one share, so they split each old share into 5.On Friday ,if you had 10 shares worth about 1580p each, you woke up this morning with 50 shares worth 1580/5=316p each. And of course they have gone up this morning as well.

[suzyred] 28/11/2016 11:40

Hi. I am quite new to this game and cant find an explanation online. Can you explain how the share split works please. At the mo my Barclays stockbroker account is showing a loss of -75% on my JD sports shareholding this morning???? Thanks

[davr0s] 25/11/2016 08:37

Don't forget to take any stops off before Monday morning as today last day of trading at these prices before the split

[alphabeta4] 10/11/2016 14:22

Beneficiary of weaker us dollar?

[henryatkin] 05/11/2016 09:55

5:1 share split expected due on 28/11/16.

[henryatkin] 13/9/2016 09:45

The Chairman was on the Today program on radio 4 this morning. Not much to say except he is very positive on current & future growth. The interview was spoilt by the presenter trying to get him to slag off Sports Direct but he wasn't having any of it. Nice 1/2 year results. 30% year to date ain't bad.

[invisage] 13/9/2016 08:06

GO JD. GO!!!

[invisage] 13/9/2016 07:08

Cracking set of results!

[alphabeta4] 03/9/2016 11:07

Martin I took the upgrade to crudely mean 185m - half of 180 to 190.
As long as retail and (youth) employment hold up post Brexit which the retail sales rise of 1.4% month on month and claimant count drop (the ILO measure has a further lag so will have to wait longer for this) things should continue to look rosy here IMO.
Guidance has typically been cautious with a number of upgrades in the past year so hopefully this won't be the last of them either.

[martinc] 03/9/2016 09:32

I read the most recent trading statement as saying that they *might* be well ahead of forecasts. Generally JD gives lots of provisos that full year trading is very dependent on Christmas results, so they don't want to say too much before the Xmas season.

But it was only in July they said that the full year ending next January will be at the top end of expectations - with few ifs or buts about Christmas. So I expect more cheery news over the coming months.

[brancho] 18/4/2016 15:29

Thanks Alpha

[alphabeta4] 18/4/2016 09:26

About JD Brancho. On the FT I think you can sign up to four free articles a month when I last checked (I did this before I had full subscription).

It mentions a fair bit around the numbers but there's also this analyst quote which I found interesting on the athleisure trend:

Analysts underlined the importance of the female market in boosting sales. “The athleisure trend was the predominant driver of sales in 2015,” said analysts at Euromonitor. “This was especially common among women, and was spurred by celebrity-related campaigns which were powerfully marketed by leading brands, especially in footwear. JD Sports, Nike and Size have opened all-women stores in accordance with this trend.”

[brancho] 18/4/2016 08:54

Sorry can't read - subscription. is this about JD or Sports Direct?

[alphabeta4] 18/4/2016 08:16

Missed this the other day from the FT:

[recut more] 14/4/2016 20:19

2nd Upgrade by Investec
4/14/2016 Investec Reiterated Rating Buy GBX 1,420

[martinc] 14/4/2016 19:46

This is my biggest holding by some way, so I'm re-reading. It's interesting that outdoors has about a quarter of the floor area of sports but only a tenth of the revenue. How much that gap can be closed I have no idea! The shares don't look cheap, but they have big ambitions from Malaysia to uk gyms, and the cash to invest,so the future looks good unless sportswear goes out of fashion.

[thomasthetank1] 14/4/2016 10:42

Read Panmure's note on JD Sports Fashion (JD/), out this morning, by visiting hxxps://www.research-tree.com/companies/uk/clothes_%26_apparel/jd_sports_fashion_plc …
“JD’s FY16 PBT of £157m (vs our forecast £156m) has duly beat consensus estimates by 4% as we flagged in our April 12th note, highlighting that forecast risk remains firmly on the upside for the foreseeable future as we see no signs of a slowdown (viz. the outlook statement), albeit we remain very alert to the risks of such a scenario. Multiple FY16 positives to highlight which underpin further progression in FY17; (1) The continued eye-watering LFL sales growth which has driven multiple material upgrades to forecasts throughout 2015 and 2016; (2) The strong cashflow generation and gross margin evolution; (3) The pronounced strength in branded athletic footwear over the past 2-3 years has unequivocally spilled over into clothing, notably in H2FY16 and remains very healthy so far in FY17; (4) continued progression/strength in online; and (5) European growth …”

[alphabeta4] 14/4/2016 10:34

Yep - and if you factor that out their forward PE was in line with the sector even on the old forecasts! Not bad for a growth story...