Marks And Spencer Share Discussion Threads

[casholaa] 08/12/2014 13:16

Just saw Ian King on Sky News indicate that mks 'online sales up by around 23% in last 12 months'

[tjbird] 08/12/2014 11:35

BBC

M&S hit by online delivery delay
Marks and Spencer's online orders have been delayed in the run-up to Christmas, with standard deliveries now taking up to 10 days.

[ashbox] 08/12/2014 10:33

Spectacular own-goal!

[casholaa] 08/12/2014 09:13

Perfect opportunity for them to send out £5 and £10 off vouchers with every late delivery.

[casholaa] 08/12/2014 09:02

I guess it's either incompetence or they've gone to a non-profit business model?

[casholaa] 08/12/2014 08:56

Yes. They appear to have had too many customer orders.

[elliotset] 08/12/2014 08:30

Mks got big problems with online orders and next day delivery could be a set back here

[buys in jars] 05/12/2014 18:24

discounters are cyclical, they come and go. the concern in sainsburys share price is massively overdone. there was a bid going seven years ago at around 600p, the price now is 238p. £22 billion capital investment since 1988 for a market cap less than £5 billion

[casholaa] 05/12/2014 16:34

No point in buying a supermarket. The supermarkets are getting burned by the discounters. Aldi & Lidle are huge in Europe.

[buys in jars] 05/12/2014 12:51

imho an acquisition of Sainsbury by M&S is a no brainer

1. Sainsbury shares are exceptionally cheap, down 40% over 12 months and at a similar level to 30 years ago, with a huge brand and asset base including £12 billion property and a bank.
2. similar cultures and know each other well
3. huge synergies
4. enable both to expand without organic investment in new stores. indeed, they could spend the next 3-5 years focusing on streamlining the stores estate, and that would be great for cash flow.
5. would help with the online strategy, website and delivery, which could benefit from more scale.

[buys in jars] 05/12/2014 12:50

almost through £5

[p777uly] 29/11/2014 09:24

Looks like NT got burned.

[johnwise] 19/11/2014 09:01

Marks & Spencer back at their best with wearable womenswear for Spring-Summer 2015 collection


Style director Belinda Earl has clearly been listening to her customers who have told her “to keep pushing and go further”.

Belinda joined the business in 2012 and it’s taken her a while to overhaul womenswear. But two years into the job she’s finally able to stamp her signature on the brand – and her hard work is finally paying off.

Despite challenging trading conditions, womenswear sales were up 1.3% in the first five months of this year.

[shanklin] 18/11/2014 11:04

So, the new FD, poached from John Lewis, as described in The Times, "still faces legal action from investors over Lloyds' disastrous purchase of HBOS in 2008 and, last year, was obliged to apologise to the Banking Standards Commission for mis-selling payment protection insurance"

With both MKS and JL aspiring to high ethical standards, I wonder which one of them is happier about this hire.

[buys in jars] 13/11/2014 21:03

I am baffled why the Qataris have not tried to broker a deal between M&S and Sainsbury. am I missing something? there were rumours the Qataris were interested in M&S last year. remember this


putting the two together would make enormous sense, generating huge synergies and protecting the Qataris investment in Sainsbury. it would strengthen the combined company against everyone from NEXT, to John Lewis/Waitrose and Tescos and to the discounters. it would enable the combined company to focus on streamlining the businesses rather than rolling out more space and would put them in a much stronger position to develop their online strategies. imvho dyor etc

[p777uly] 13/11/2014 16:45

Say it three times and it might happen.

[buys in jars] 12/11/2014 14:39

still think M&S should buy Sainsbury. there would be enormous synergies. imo it is a no brainer. and they could do it with shares, no cash

[portside1] 11/11/2014 08:38

Sandwich maker goes ahead with Hungary hire drive

Supermarket supplier Greencore recruits in eastern Europe, despite benefiting from official funding to create Northamptonshire jobs

will never buy another sandwich from m/s

[matt123d] 10/11/2014 22:58

Monthly triangle 480.5p.

[nofool] 08/11/2014 19:15

..regret, only if you didn't make a profit wad - that's all that matters in the end.

[wad collector] 07/11/2014 16:59

Well , out too early on Tuesday , sell and regret....

[buys in jars] 07/11/2014 10:03

imo M&S should acquire Sainsbury with its shares. imo both shares would soar on the enormous synergies

[isis] 06/11/2014 12:49

That Hedge Fund with the £100m short must be feeling a bit sick.

[matt123d] 06/11/2014 08:04

And that's why you don't need to be nervous when you have the shorts on the wrong side. Above 454p this is still good for further upside.