Marks And Spencer Share Discussion Threads

[careful] 13/10/2016 17:06

MKS were 600p may 2015, having just made 600m profit.
Predicted profit this year to be announced shortly is about £570m.
dividend is 5%+.
The share has collapsed to 319p(47%) in 17 months.
The new CEO seems to know what he is doing.

[philanderer] 13/10/2016 16:48

Just read in the London Ev Standard that Liberum have put MKS on their 'conviction sell' list saying in their opinion online clothing sales will not make up for the fall in the store clothing sales for the next few years.

[philanderer] 12/10/2016 17:47

It`ll be a few days before we hear from her again diku, she`s flying down to Nice on business tomorrow .. probably wearing the trenchcoat and boots ;-D

MKS still doing well on the week +10p since the close last friday.

[diku] 12/10/2016 17:33

Your wife is becoming very popular here!...at least that will give a boost to sales figures....

[essentialinvestor] 12/10/2016 17:08

Zara and Primark can unashamedly target a younger fashionable demographic
and also benefit from older age groups who like to stay on trend.

MKS appear torn between their older clothing customer base
and attempting to appeal to a younger shopper.
Even allowing for this recent efforts on non food often fall short.

Food is a little easier as great food appeals universally.

[freedom97] 12/10/2016 17:00

LOL's, see what I mean.
"Also, it depends on what mood she was in when shopping, as this can affect what appears to your mind, ie., if she return to store another day she might have liked the collection" ;o)

[philanderer] 12/10/2016 16:41

Update on my wife`s shopping habits ;-)

So she`s just walked in the front door £100 lighter carrying an M&S bag containing a pair of knee length black boots saying they`re the best boots she`s ever seen !!

Aaargghhhhhh :-D

[philanderer] 12/10/2016 14:50

Spot on diku , totally agree.

[diku] 12/10/2016 14:28

Yes if you first just look at the price tag of any clothing & then look at the clothing for material/appearance/fitting....you think is it really worth that much!!...they are out of touch with pricing compared to quality/look of the product they are selling....if you going to sell it to the masses then be realistic with pricing...or else it will just stay hanging on the hanger!...

[freedom97] 12/10/2016 13:28

I would take what Zak says with a pinch of salt, every share I've seen him give targets on since 2009 his prediction has failed.

[philanderer] 12/10/2016 12:01

diku, huge difference between price and value ;-)


edit: fwie Zak Mir`s view on MKS from proactiveinvestors.co.uk

[diku] 12/10/2016 10:08

Don't you just love sharing your wife's clothing taste here!...it sure got the thread going!!...

Think the youngsters like Primark, Next & the matures like M&S...but must say M&S prices are a bit overpriced but then when you have overly larger stores then the cost base is bound to be higher than likes of Primarks...

[philanderer] 12/10/2016 09:14

Just trade companies that you buy from ?

M&S food is outstanding and the potential is there for the shareprice if they sell off some of their clothing retail estate I reckon. That`s why I hold MKS.

[qantas] 12/10/2016 09:04

Phil perhaps you are on the wrong site perhaps you should be buying or selling Next shares....

[philanderer] 12/10/2016 09:02

Clothing is a tricky one.

Personally I go to either Next or Ted Baker but most would say my taste is dreadful :-)

[philanderer] 12/10/2016 08:59

Morning guys

Only passing on what she told me

M&S clothing - uninspirnig, dowdy, overpriced, average quality.

Primark - modern, fahionable , good value

But neither had the trenchcoat she wanted which was bought in Zara.

[careful] 12/10/2016 08:59

They must use focus groups to research taste.
Parading competing designs in front of many groups and testing the response.
The ones on sale are probably the most popular.
..but like the Brexit vote or Trump vs Hillary,
people differ.

retail is difficult.

[freedom97] 12/10/2016 08:49

phil, everyone has different tastes, what one woman likes, another woman hates etc.

Just because your wife doesn't like the autumn collection doesn't mean all women think like her. Also, it depends on what mood she was in when shopping, as this can affect what appears to your mind, ie., if she return to store another day she might have liked the collection, also did she see the full collection or just focused on hats. ;o)

If you ask many other women they might say totally the opposite, 'what a great autumn collection this year' etc. So you have to ask at least 100 women their opinion on the autumn collection to reach a result that the M&S Autumn collection is very poor or very good. It is clearly daft for example for the press to say, the autumn collection is very poor, based on one womans opinion.

[careful] 12/10/2016 08:06

She should look closer at the quality of the fabric and manufacture.
Marks are getting it back.

Cheap rags may look the same, but they do not last.
The Duchess of Cambridge will not be looking at Primark just yet.
Not many women want cheap disposable clothes.

[qantas] 12/10/2016 01:34

Phil doesn't make any sense as you said primark anyway share price going up prime takeover target as these low levels.....

[philanderer] 12/10/2016 00:17

QANTAS , nothing to do with budget, M & S autumn collection is, as usual, very poor.

They`ve still not got it sorted .

She got what she wanted in Zara :-)

[qantas] 11/10/2016 21:48

Shorters got so burnt today this stock is not one to short.

[dlku] 11/10/2016 21:37

bid from quataris?
20% discount due to weak pound for them....and see those big buys today

[qantas] 11/10/2016 21:33

Phil we now know your wife's budget thank you for sharing.