Marks And Spencer Share Discussion Threads

[philanderer] 04/1/2018 17:36

Laith Khalaf, senior analyst at Hargreaves Lansdown, said the Debenham's news would raise fresh fears over the plight of the UK retail sector, despite a well-received update from Next yesterday.

'On Wednesday Next's trading update hinted that the retail environment might not be as bad as feared, though the latest announcement from Debenhams illustrates the dangers of drawing too many conclusions from a sample of one,' he said.

'By this time next week we should have a much better idea of how the retail industry and the UK consumer is doing, with the likes of Marks and Spencer ,John Lewis, Tesco and Sainsbury's handing in their Christmas scorecards.'

[chiragmahe] 04/1/2018 15:42

Bought in at 307.10

[buywell3] 04/1/2018 15:18

300p chartwise looks like being retested


But is MKS ready for the upcoming battle ?


............... The Supermarket Wars .................


Later in 2018 the Wars will begin in earnest as Amazon starts to reveal its muscle


Customer Care.

This will be number one priority for Amazon in winning market share from the established incumbents.

Free on-line ordering and delivery services will be key in this regard.


The customer in the UK stands to gain BIG as a result of the coming changes, as home deliveries from on-line orders take centre stage.

Naturally quality of product and value will also be in the mix BUT as the wars hot up prices will be cut and quality will get better across all those who want to remain left standing.

Thus it will be the home delivery service that will be a decider for many customers.




What we will see it a list of promises re delivery times re receipt of the on-line order


These might be

1. Guaranteed delivery within 4 hours or within 4 hours of the customer stipulated delivery time of their choice.

2. With a 20% reduction in order price for being 30 mins over

3. Plus a further 10% reduction for each extra 15 mins after that




Bring it on says I

[bend1pa] 04/1/2018 12:52

"Been warning for months now keep away from retailers until the rout is over"

Sorry, but that's nonsense. NXT are a good example of a retailer whose share has beaten the All Share Index comfortably over the past year, and even more dramatically over the past 6 months. Likewise Tesco over the past 6 months has done similar, just to name 2. MKS on the other hand....

[simon templar qc] 04/1/2018 12:50

ALDI doing 10 billion of sales now!

[philanderer] 04/1/2018 12:42

Hi capeview , up on the read across from NXT yesterday, dropping on the DEB profit warning today . We'll just have to wait until next thursday to see how MKS plays out.

Very nervy in the retail sector , bricks and mortar wise at the moment.

[simon templar qc] 04/1/2018 12:40

Retailers got carried away yesterday with NEXT and got wrong tac on John Lewis.

Debenhams warning today was a reality check!

John Lewis profits are bound to be lower when they announce in Spring. Both Debenhams and JL on a tight string now.

[capeview] 04/1/2018 12:37

@philanderer, the thing I don't see is that the share price was up at £3.28 at one point yesterday and dropped back to around £3.18 I think before close.

So, unless someone had some insider info yesterday, could it not just be that the drop yesterday and today are profit taking, as Debenhams has been in dire straights for ages with the way it runs its business??

After all, it's a nice rise since just before the dividend.

Just my take on it.

[simon templar qc] 04/1/2018 11:23

Been warning for months now keep away from retailers until the rout is over. Debenhams hit bad and it could be fatal.

Not the time to buy retail until the rout is over.

[philanderer] 04/1/2018 09:17

All thanks to the Debenhams profit warning today today.

edit:

.....Debenhams’ profit warning has spooked other UK retailers too.

Marks & Spencer are down 2.7%, the worst performer on the FTSE 100, on fears that its Christmas may have been less sparkling than hoped. Dixons Carphone have dipped too.

[bend1pa] 04/1/2018 08:47

Disappointing fall for MKS this am, currently down over 3%. NXT down just 0.8%. No doubt which the market thinks is the better retail stock, as NXT continues to outperform MKS, when each time it looks to be making progress its share price soon drops all the way back again.

[opodio] 03/1/2018 15:27

I hear sales of full price winter coats and cardigans went crazy in the run up to Christnas

[ggbarabajagal] 03/1/2018 13:16

0 0 1
John Lewis sales figures to 23rd Dec 17 up 8.9%

[philanderer] 03/1/2018 08:58

Good read across from NXT this morning :-)

[qantas] 03/1/2018 08:51

Hedge funds hate losing money.

It's buy back time.

Please do your own research....

[philanderer] 03/1/2018 00:19

hi diku , 11th january for Q3 update

[diku] 02/1/2018 23:06

There is always plan B... just get together!...

When is MKS trading update?..

[philanderer] 02/1/2018 12:48

Telegraph: Retail sector 2018

....Meanwhile, the premium grocers Marks & Spencer and Waitrose are both facing tougher times. Both retailers have canned plans for new shop openings amid slowing food sales that could indicate that shoppers are beginning to tighten their purse strings.

Senior retail sources have commented that M&S’s food division misses the beady eye of Steve Rowe who is now running the entire business while Rob Collins at Waitrose is still struggling to match up to the successes of long-serving Mark Price’s tenure.

As a result, both retailers will have to sharpen up their food offering. Marks & Spencer has said that it has been too “niche” and is going to start appealing to families rather than just couples who want to dine in for £10.

[philanderer] 02/1/2018 12:26

FT Alphaville:

Jefferies...

The top-down macro indicators imply that consumers have likely spentcautiously this Christmas. Nevertheless, we expect strong online and multichannel retailers and the discounters to emerge as winners over the 2017 festive period. We maintain our cautious stance into the early stages of 2018 and across our UK coverage we would own B&M, boohoo, M&S, Kingfisher and Ted Baker.

.....retailers with compelling self-help stories like M&S (see "M&S Food: Worth A Bite")

[philanderer] 02/1/2018 09:13

"......Offsetting these drags were gains for Marks & Spencer, following news of the sale of its retail business in Hong Kong and Macau "

[philanderer] 31/12/2017 17:55

NXT updating the market wednesday.

[philanderer] 29/12/2017 16:41

UK High Streets Enjoy Bumper Christmas Week As Crucial Updates Eyed

[philanderer] 28/12/2017 20:42

Marks & Spencer kick off New Year sales with deals of up to 50% off across the store