Marks And Spencer Share Discussion Threads

[ayl30] 05/9/2023 23:43

I have long thought that would be the eventual outcome

[pdosullivan] 05/9/2023 22:43

I wonder if the endgame for JLP is to sell one or both parts of the Group (Waitrose or John Lewis) to MKS

[johnwise] 05/9/2023 14:12

VIDEO

Craig Mackinlay MP shares his thoughts on a new energy bill that is set to enter the Commons later today.

'It's HORRENDOUS!' | New energy bill slammed by Craig Mackinlay

[darrin1471] 05/9/2023 11:37

The weak pound a year ago is reflected in the price in the shops today. The pound is now 8% stronger than a year ago making the goods bought by shops today 8% cheaper than a year ago. 5% of that 8% came in Q4 of 2022 so that should start to feed through to retail prices in Q4 this year.
As volumes are dropping for retailers they are also dropping for manufacturers and their suppliers etc. This is leading to falling prices at the factory gate especially in clothing and footwear.
Will these lower prices be passed on in full to retail customers? I doubt it. Wholesalers and retailers will try and hold on to some of the margin. We could see a profits boost in these sectors over the next year.
A 20% fall in factory gate prices in pounds could lead to a 10% fall in retail prices and a boost in gross margins. The lower a companies gross margin in normal times the bigger the boost they will get from lower factory prices if they can hold onto some of the lower input prices.
UK government needs to keep the confidence of FX markets and BoE needs to keep competitive interest rates in order to keep stronger pound and lower inflation.

[philanderer] 05/9/2023 09:54

JP Morgan has cut its performance rating for UK-listed stocks B&M and Tesco as part of its downgrade of the whole European food retail sector.


sharecast.com

[debsdowner] 05/9/2023 09:36

Retail sales up over 4% last month but non food weak..



Market doesn't like the data because as consumers keep spending it will be difficult to keep inflation under control and encourage the BOE to keep hiking rates.

[johnwise] 05/9/2023 08:37

Marks & Spencer builds beauty offering with addition of Estée Lauder Fragrance

From next month, over 30 of the beauty brand’s fragrances will be available on M&S.com and selected stores across the UK. The range will include popular choices such as Beautiful, Bronze Goddess and Pleasures collections for women and Aramis for men.

[philanderer] 04/9/2023 23:56

Marks & Spencer in tie-up with Estee Lauder ahead of return to the Footsie

[debsdowner] 04/9/2023 11:58

ASDA's debt is raising concerns with MP's they may have bitten more than they can chew



ASDA/eg GROUP has doubled it's debt and with interest rates rising could pull the compnay under if they aren't carefull.

[debsdowner] 04/9/2023 11:52

MARKS expands it's third party brands with Estee Lauder



There is no doubt about it MARKS turnaround is bearing fruit.

Unfortuantely the same cannot be said for John Lewis their property venture isn't working out the way they had thought..

[qantas] 01/9/2023 12:35

Mike Ashley's Frasers Group was busy buying up more shares in fashion retailers Boohoo and Asos, lifting its stake in the former to 10.4% from 9.1% and in the latter to 19.8% from 19.3%.

Please do your own research as always.

[debsdowner] 01/9/2023 10:45

Frasers group been raising their stake in both BooHoo and ASOS lately but they have a lot further to rise to reach MARKS cap now if ever !

Frasers would have done well following both QANTAS and me LOL.

[ccsicemanandrew] 01/9/2023 10:37

MKS are back in from market opening in 18th September.

[pierre oreilly] 01/9/2023 10:03

Back in the ftse100 from today (i think). Some commentators say its due to the price rise due to the food angle. The food was why i bought back in several months ago. Expensive food usually, but always great value due to the high quality of all they sell. The food only outlets will drive this higher as they open more. Some of their ownbrand low cost range isn't too expensive compared to tesco etc.

[philanderer] 31/8/2023 13:07

M&S launch legal challenge after Government blocks plan to demolish flagship Marble Arch store

[qantas] 31/8/2023 12:51

debsdowner we are super stars wishing you a great day.

[debsdowner] 31/8/2023 09:45

Hi QANTAS,

Well done to those including myself who spotted the downtrend when MARKS plummeted to below a quid then was ready to bounce back.



Marks is unlikely to plummet to those depths again after it's turnaround strategy which includes taking on third party brands.

Both QANTAS and I suggested that was needed before MARKS decided to do so.

[ccsicemanandrew] 31/8/2023 09:23

So when do ftse100 funds buy MKS?Do they buy now knowing it's going to be in the ftse100 or do they wait until it's actually in (Sep 18th)?Just don't know the answer to this.

[xxxxxy] 31/8/2023 08:39

John Redwood@johnredwoodAs the government plans new checks at the border for imported EU food, will it speed up plans to support and assist growing more of our own? We want a better food supply with more local produce.6:30 am · 30 Aug 2023·

[qantas] 31/8/2023 08:13

Well done debs Robot will be very pleased with you.

MKS returns to FTSE 100 your a star.

Please do your own research as always

[1mikejay] 30/8/2023 19:07

https://www.bbc.co.uk/news/business-66659081.amp

[waldron] 30/8/2023 19:07

M&S returns to FTSE 100 after four years, Persimmon exits



Today at 17:56


(Alliance News) - FTSE Russell confirmed on Wednesday that the following changes will take effect to its UK indices from the market open on Monday, September 18, after completing its quarterly review.

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FTSE 100 Adds:

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Dechra Pharmaceuticals PLC

Diploma PLC

Hikma Pharmaceuticals PLC

Marks & Spencer Group PLC

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FTSE 100 Deletes:

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Abrdn PLC

Hiscox Ltd

Johnson Matthey PLC

Persimmon PLC

-------

FTSE 250 Adds:

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888 Holdings PLC

Abrdn PLC

Breedon Group PLC

CAB Payments Holdings PLC

Ceres Power Holdings PLC

Foresight Group Holdings Ltd

Hiscox Ltd

Johnson Matthey PLC

Moonpig Group PLC

Persimmon PLC

-------

FTSE 250 Deletes:

-------

Capita PLC

CMC Markets PLC

Dechra Pharmaceuticals PLC

Diploma PLC

Hikma Pharmaceuticals PLC

Marks & Spencer Group PLC

Molten Ventures PLC

Synthomer PLC

Vanquis Banking Group PLC

Warehouse REIT PLC

-------

By Jeremy Cutler, Alliance News reporter

Comments and questions to [e-mail]

[philanderer] 30/8/2023 18:34

Marks & Spencer Makes a Return to the FTSE 100 as Hiscox Loses Out in Reshuffle

Insurer’s 7-month stint in gauge is over, RS Group avoids drop

M&S to return to FTSE 100, joined by Hikma, Dechra and Diploma


Bloomberg