Marks And Spencer Share Discussion Threads

[bag1] 04/1/2017 09:47

M&S Food + Xmas = Further share price recovery IMO - time will tell.

[careful] 04/1/2017 09:39

we do not want to tie up with next.
a strange company with a turnover just over £4bn and hardly any assets.

[diku] 04/1/2017 09:34

It goes in a sequence...if the first major retailer is down on trading update then the next retailer's trading update will be up or not as bad as market expected....same palawa this time every year....hope its good for M&S....

Can anybody see M&S & NXT tie up or would that fall foul of competition...

[freedom97] 04/1/2017 09:04

Yes, the market is expecting a rubbish trading update, lets hope figures are better than expected, then we will see a major rally!

[philanderer] 04/1/2017 08:59

Hopefully that`s MKS next week`s expected rubbish Q3 trading update priced in now.

[freedom97] 04/1/2017 08:58

Women never! give up buying clothes, so maybe Next shoppers have gone to M&S!

Remember, I posted on the 28th Dec. that I noticed on Topcashback.co.uk on Boxing day, that out of hundreds of retailers, M&S was in the top three most searched for. So it looks like their online business might have done very well. Well, we shall soon find out.

[par555] 04/1/2017 08:40

At the other end of the spectrum B&M up 6% this morning on record Xmas trading.

[bag1] 04/1/2017 08:28

Next reaction only!

[diku] 04/1/2017 08:17

Falling on deaf ears or they have a different agenda...

[freedom97] 03/1/2017 17:26

Hi wul, sent you a pm.

[wulwirth] 03/1/2017 16:27

freedom, ult how come 99.9% of advfn usernames have ceased posting? There is me and you remaining?

I smell a rat :)

[philanderer] 03/1/2017 13:43

M&S begins hunt for new clothing director

[philanderer] 03/1/2017 12:54

Deutsche note:

The repositioning of Clothing has led to encouraging trends in market share, after four years of losses, and the rollout of Food-only stores continues to deliver attractive returns.

However, the uncertain demand outlook, currency pressures on gross margins and more concerning underlying LFL trends in Food all present downside risks. International restructuring should eliminate losses but the slow pace of UK store restructuring is unlikely to deliver much benefit until 2019.

Hold.


12th January: 3Q (Oct-Dec) expectations: UK LFL +0.1%
The Q3 calendar shift adds more high-value clearance Sale days at the end of December than in 2015. We expect +1% LFL sales in Clothing which would be its best performance since 3Q11.

Whilst this still might seem disappointing in the context of a -11.6% 2-year comparative it would be an improvement from the H1 run rate. It assumes lower yoy promotion still a c.3% drag vs Sale timing a 2% boost.

Food LFL of -0.5% should include a small (DBe +0.5%) boost from New Year’s Eve. Full-year Clothing GPM guidance of flat to +50bps (DBe +30bps) and UK opex +3.5% (DBe +3.3%) is likely to be maintained.

[diku] 03/1/2017 11:30

What chance Deutsche has some agenda there...this time of year with the most important seasonal trading coming up brokers can manipulate the direction that suits their agenda...

[freedom97] 03/1/2017 10:13

Morning phil and Happy New Year to you and ALL!

[philanderer] 03/1/2017 09:55

Morning free . Couple of reiterations today... I`ll be more than happy with 350p in 12 months time with an unchanged divividend having been paid during the year.



3rd jan Deutsche hold tp 350p
3rd jan Haitong buy tp 375p


Downgrades from Deutsche for NXT and HFD hitting retail this morning.

[freedom97] 03/1/2017 09:45

Strange how the Mail reporter, Rachel Millard makes it look like M&S are the only company which might have to increase price of chocolate & coffee, what about all the other countless retailers. Due to the size of M&S they have much better buying power than smaller retailers, so she should have focused on other retailers which will be affected a lot more than M&S.

Plus, it won't be just chocolate and coffee going up in most retailers but most goods imported. Again, due to the size of M&S they can negotiate better deals than all the smaller retailers.

Also, re. Tesco they are in fact more expensive on Marmite than Morrisons when I last checked last week and always has been even with the price increase. I know because I've checked many times in the past as I like Marmite. ;o)

[philanderer] 02/1/2017 13:54

M&S shoppers face price hikes of 'up to 15% on basic goods' despite a pledge to shield customers from the falling value of the pound

Read more:

[diku] 30/12/2016 16:24

A consolation finish 350p...

[philanderer] 29/12/2016 17:49

THE BULL CASE FOR MARKS & SPENCER

The retailer’s shares have struggled amid concerns about its clothing and home division. ‘Both have underperformed for a number of years and in the short-term have been further impacted by unseasonable weather,’ explains Schroder.

‘In our opinion there is an opportunity to turn around this division as the new management team drives through self-help initiatives.

‘These are focused on improving price competitiveness and enhancing the customer experience more widely through changes such as simplifying ranges,’ it explains.

Schroder believes Marks & Spencer will also focus on supply-chain efficiencies, including better buying, to improve gross margins relative to peers.

‘In addition, there is a renewed company-wide cost discipline and we expect to see some strategic decisions on the international division. This could lead to a significant improvement in the group's free cash flow generation over the next three years.’

Sharesmagazine.co.uk

[freedom97] 28/12/2016 07:40

Morning All,

Hope you all had a very happy Xmas.

I was checking Topcashback.co.uk on Boxing day and noticed out of hundreds of retailers, that M&S was in the top three most searched for. So it looks like their online business might have done very well.

[opodio] 27/12/2016 19:58

FWIW I am initiating with a 653p target

[qantas] 27/12/2016 19:24

No Marks and Spencer food is not just food it is M and S food and you may taste the difference.