Marks And Spencer Share Discussion Threads

[qantas] 28/12/2017 12:15

(1) favorable long-term economic characteristics;
(2) competent and honest management;
(3) purchase price attractive when measured against the yardstick of value to a private owner; and
(4) an industry with which we are familiar and whose long-term business characteristics we feel competent to judge.”

Please do your own research.

[essentialinvestor] 27/12/2017 10:01

I think it's fair to say that many EU member states are 12-18 months behind
the UK in this cycle, so some outperformance is to be expected.

However uncertainty caused by EU talks is now having some impact on UK growth
rates.

The NHS currently has well over 50,000 job vacancies, I known a couple of people
locally who are having issues with both recruiting and staff retention,
so there does not appear much leeway left for faster UK growth atm.

[philanderer] 27/12/2017 09:55

'Boxing Day sales to top £1bn online for the first time'


Boxing Day sales will top £1 billion online for the first time this year as bargain hunters increasingly choose to avoid the crowds at shopping centres.

Analysts said Tuesday's record spree will be triggered by many shoppers focusing solely on Boxing Day and not other sales days.

They also said enormous price cuts of up to 90 per cent and a post-Christmas splurge would boost online trade come after pre-Christmas shopper numbers were down 9.9 per cent

[bend1pa] 26/12/2017 17:31

It's the Express. You know, the paper that headlines a cancer cure each week.

For more of a reality check, the UK had around the slowest growth in the G20 for 2017 with GDP growing at 0.3% in the 2nd Qtr, compared to 0.9% average for the G20. And we haven't even left the EU, yet.

www.cityam.com/272053/uk-economy-expanded-one-slowest-paces-growing-g20-economies

[qantas] 26/12/2017 10:46

We were WRONG! Doom-mongers finally admit to being TOO gloomy on Brexit in major U-turn

Please do your own research....

[opodio] 26/12/2017 07:32

Hargreaves Landsown tip of year

[qantas] 24/12/2017 12:27

Short-sellers take out bets against recovering Tesco ahead of Christmas pitch battle with German discounters



Please do your own research.

[qantas] 23/12/2017 14:15

UK economy accelerates to defy gloomy forecasts


Please do your own research

[qantas] 23/12/2017 14:11

Business optimism on the rise as hopes of growth re-emerge

Please do your own research.

[philanderer] 23/12/2017 00:20

'Retailers hope for Boxing Day boost'

[philanderer] 22/12/2017 11:09

Hopefully rubbing off on MKS this morning..


"..The index was carried higher by Next, which rose three per cent to 4,546p in early trading, as analysts suggested retailers were taking advantage of Christmas panic.

"Research by retail sales aggregator Lovethesales.com showed a nine per cent spike in the volume of products being discounted this week, with a six per cent year-on-year rise in the number of products on sale."

[capeview] 21/12/2017 15:53

I wouldn't exactly call it a Xmas Panic, more like a shop when all the food and some other things go much cheaper so the Stores don't have to hold a lot over Xmas day, especially food. I know it's where I'll be going for a last Xmas shop, not because I'm panicking but because I would like to top off the Freezer and Fridge. :-)

[freedom97] 20/12/2017 12:32

"UK Retail Sales Continue Rising Trend In Run-up To Christmas":

[philanderer] 19/12/2017 10:04

updated:

19th dec RBC Capital outperform tp 350p cut from 375p
19th dec Deutsche hold tp 335p
15th dec JP Morgan Caz underweight tp 285p
14th dec Jefferies buy tp 370p
5th dec Peel Hunt buy tp 450p
4th dec Goldman Sachs sell tp 275p
21st nov Credit Suisse neutral tp 370p
10th nov HSBC buy tp 400p
9th nov Barclays overweight tp 370p
8th nov Liberum sell tp 250p
8th nov ShoreCap hold -
8th nov Investec sell -
8th nov Canaccord hold tp 375p


8th nov +++++ Results +++++

[capeview] 17/12/2017 12:14

The thing is, people need food not clothes, so would think food will definitely be more important at the moment.

As for Waitrose, I don't think they are doing to badly lately. The ones near me are always busy and the stores have just had a revamp. The only downside is that being the food is slightly more expensive, unless you get those nice discounts, I tend to shop at Tesco or Sainsburys. The only reason I just don't bother with Asda is most of the time they are similarly priced to those two, but you don't get any vouchers or points cards, so overall tend to favour those. Plus, I do find ASDA is over the top with junk food.

I just hope for everybody we can all have a nice Xmas surprise in our Stock presents. :-)

[simon templar qc] 15/12/2017 19:27

Food in my Marks busy but not other departments.

I tend to think that is the same with other department stores the biggest drivers online and B Friday deals shoppers are ever cautious.

H & M said they would have to shut some stores after a decline in profits.

However I think Marks will survive I am more downbeat on Debenhams, House of Frazer, Beales, John Lewis, Arcadia.

I never thought I would say that on JL however I think Waitrose is suffering and the stores struggling.

[philanderer] 15/12/2017 18:40

Poor week for MKS , -14p 4.5%.

Fingers crossed the shops start to get busy now ;-)

[philanderer] 15/12/2017 13:50

NEW DELHI: Marks & Spencer (M&S), the iconic British retailer announced the launch of its Clothes Exchange Programme in India today in association with a NGO to encourage customers to recycle their clothes and help them live more sustainable lifestyles.

[philanderer] 15/12/2017 13:36

Awful numbers out from H&M this morning.


......Fashion giant H&M was firmly on the back foot on Friday after it decided to shut a string of stores and slam the brakes on brick-and-mortar expansion.

The clothing retailer posted the biggest fall in quarterly sales in a decade as shoppers switch to online rivals.

[qantas] 15/12/2017 12:50

Barclays: Global recovery of upstream spending remains intact



Please do your own research.

[philanderer] 15/12/2017 09:34

Jefferies: M&S survey offers food for thought

Jefferies has confidence that Marks and Spencer (MKS) is well positioned, despite the market’s jitters over the clothing and food retailer.

‘Marks and Spencer’s change in strategic direction, without giving many financial details, is causing uncertainty,’ said analyst Caroline Gulliver.

‘[The] share price has fallen 12% since early October highs in part due to concerns over management’s quest to tell the “unvarnished truth”. This led to acknowledgement that “food requires more work”.’

But the broker’s own analysis of customer perceptions of Marks and Spencer’s food offering showed a stronger rating than the major four supermarkets, with most thinking value and the shopping experience had improved over the last six months.

‘Whilst more can be done on availability, consistent prices, better value promotions and a wider range, Marks and Spencer’s innovative, own-label fresh food is still a favourite with UK consumers,’ she said.

Gulliver rates the company a ‘buy’ and has a 370p target price on the shares, which fell a penny to 310.1p yesterday.