Marks And Spencer Share Discussion Threads

[debsdowner] 12/8/2021 12:14

pret a manager pay cut to be permament which is worse for staff due to 4% inflation



The staff will have to go to Primark instead of shopping at MARKS.

[pierre oreilly] 12/8/2021 11:05

Mrs Full, sorry if you find the informality a bit daunting.

I expect you're a very avid m&s shopper, well done.


The strategy here is spot on these days, more into food, no fat models in ads, and taking up and renegotiating cheap rentals.

[careful] 12/8/2021 11:00

Economic growth is just a measure of spending, nothing more.

economic growth = HMG spending+personal spending+corporate spending, +/- export trade.
It is obvious when HMG throw billions at the economy growth will be good.

but debt is rising, not healthy growth at all.

[netcurtains] 12/8/2021 08:42

long term I see M&S back in FTSE100
The trend is set.

[debsdowner] 12/8/2021 08:32

mitchy,

The economy to grow 7% this year but still short of pre pandemic levels but longer term 2023 to slow down significantly

"The International Monetary Fund said last month that Britain's economy was on track to grow by 7% in 2021, the same as the United States, as it bounces back from an almost 10% slump last year.

However, the Bank of England thinks Britain's economy will settle back into its slow pre-crisis rut once the impact of the pandemic slump and rebound settles down. It expects British GDP to grow by 5.75% next but only by 1.25% in 2023."


Bounce back short term but a rapid slow down longer term but when tax rises kick in this will affect retail spend.

[mitchy] 12/8/2021 07:29

GDP and Industrial Production both better than expected for July.

[xxxxxy] 11/8/2021 15:37

Welsh Produce.....Finally free from EU! Brexit Britain takes landmark leap as new powers used for first timeICONIC Gower Salt Marsh Lamb has been given protected status in a landmark moment, as ministers used Brexit powers for the first time to protect British products.By DAN FALVEY, POLITICAL CORRESPONDENT00:01, Wed, Aug 11, .... Daily Express

[netcurtains] 11/8/2021 10:07

no problem care.
Cheers Net!

[careful] 11/8/2021 10:05

You don't mind if I call you net, do you curtains?
sounds over familiar and chummy.

[netcurtains] 11/8/2021 09:59

PO: I'm in Edinburgh at present. On way down to Hull. I'm doing the M&S grand tour of UK

[pierre oreilly] 11/8/2021 09:55

Free at lunchtime net? Well be in the leg of mutton if you ever go there.

[pierre oreilly] 11/8/2021 09:54

Net, one thing you've missed which i really like is the strategy to move more into smaller food only stores, very highly profitable, and cheap rents.

My unbiased opinion on mns food is its always excellent. Cheaper than waitrose, and better (although waitrose is usually good, but very expensive these days). Never had a duff product from mns, foodwise.

[careful] 11/8/2021 09:50

Next is a great well run company.
Wolfson and his team have done a great job.
But it is asset light, almost zero.
And at 4 times the value of MKS it is fully priced.

MKS could recover.
Hard to believe that selecting the right fashion products is that difficult.
Yet MKS have struggled in the past.

Warren Buffett said that the problem with retail is that it is very easy to copy successful companies. They soon lose their advantage.

If Archie Norman and Rowe do not now know what to do I would be surprised.
They are experience and I believe heading in the right direction.

[netcurtains] 11/8/2021 09:39

debsdowner: You only ever invest for "jam tomorrow". The more jam there is tomorrow the better investment it is.
You dont need to be a rocket scientist to see, as a result of massive upturn in car usage (all over the UK) M&S service stations are heaving!.
You dont need to be a rocket scientist to see that M&S are picking up extra customers as a result of GAP and Debenhams closing.
You dont need to be a rocket scientist to see that M&S clothes are just a bit better than NEXT tat (NEXT literally is tat in my view).
You dont need to be a rocket scientist to see that the best value for money retailer in the UK at present is probably M&S.
You dont need to be a rocket scientist to see that M&S tea rooms are full of people who are working from home and want a coffee and a sandwich from time to time. Absolutely mobbed.
You dont need to be a rocket scientist to see that the above list is backed by selling a great deal of food. Yes people do buy food at M&S

[debsdowner] 11/8/2021 09:31

netty, the reason why NEXT is three times turnover is the market confident about Lord Wolson he continues to make statements upgrading results and the company extremely cash generative.

MARKS however keeps dissapointing expectations its all jam tommorrow.

I prefer ALDI's premium marmalade however but there we are, ALDI isnt listed.

[netcurtains] 11/8/2021 09:13

Next has a market cap THREE times its turnover.
JD Sports market cap is 1/3 bigger than its turnover.
Frasers market cap is about the same as its turnover.
M&S market cap only 1/3 of its turnover.

There is a lot of potential in M&S.

[debsdowner] 11/8/2021 09:01

The transformation is risky and will take time, in the meantime the share price will bob up and down and I dont expect any spikes soon.

With so many properties up for sale it is possible they could open some outlets but bear in mind the competition with other retailers fierce, ALDI is to open a store a week up to Christmas and more and more people shopping at ALDI due to some of their premium oferings at a fraction of other brands.

[pdosullivan] 11/8/2021 08:43

Netcurtains makes a good point about the availability of well positioned commercial properties at attractive rents. MKS has clearly outlined plans to rotate much of its store estate, enabled by lease roll-offs, and landlords are positioned as price takers in this market.

[xxxxxy] 11/8/2021 07:10

Surprised at that. Changing habits etc.

[xxxxxy] 11/8/2021 07:09

Meal kit subscription business HelloFresh (HFG.DE) has seen sales soar in the last six months, despite the end of lockdown.Berlin-based HelloFresh on Tuesday said its sales had risen by almost 80% in the first six months of 2021 to hit €3bn (£2.5bn). The company delivered over 490 million meals to its 7.6 million customers."The second quarter of 2021 has been a strong success for HelloFresh," said co-founder and chief executive Dominik Richter. "We delivered very meaningful growth across both segments, despite a tough benchmark, given that Q2 2020 was probably the peak lock-down quarter.".... YAHOO FINANCE

[pierre oreilly] 10/8/2021 23:36

High st debenhams gone. M&S opening more high profit food only stores.

Divi to be restored reportedly and possibly a special to reflect recent lost divi.

All old women buy their knickers there. And that usually is a lot of material being sold.

The odds are very much in our favour with this one.

[netcurtains] 10/8/2021 22:34

debsdowner: agreed, M&S has a miles better business model then NEXT.
Chalk and cheese. Next on way down, M&S on way up

[xxxxxy] 10/8/2021 22:32

Is It Too Late To Consider Buying Marks and Spencer Group plc (LON:MKS)?BySimply Wall StPublishedAugust 10, 2021?Marks and Spencer Group plc (LON:MKS), might not be a large cap stock, but it received a lot of attention from a substantial price movement on the LSE over the last few months, increasing to UK£1.71 at one point, and dropping to the lows of UK£1.32. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Marks and Spencer Group's current trading price of UK£1.40 reflective of the actual value of the mid-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at Marks and Spencer Group's outlook and value based on the most recent financial data to see if there are any catalysts for a price change.See our latest analysis for Marks and Spencer GroupWhat is Marks and Spencer Group worth?Good news, investors! Marks and Spencer Group is still a bargain right now. According to my valuation, the intrinsic value for the stock is £2.02, but it is currently trading at UK£1.40 on the share market, meaning that there is still an opportunity to buy now. What's more interesting is that, Marks and Spencer Group's share price is quite volatile, which gives us more chances to buy since the share price could sink lower (or rise higher) in the future. This is based on its high beta, which is a good indicator for how much the stock moves relative to the rest of the market.What does the future of Marks and Spencer Group look like??LSE:MKS Earnings and Revenue Growth August 10th 2021Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. Marks and Spencer Group's revenue growth are expected to be in the teens in the upcoming years, indicating a solid future ahead. Unless expenses grow at the same level, or higher, this top-line growth should lead to robust cash flows, feeding into a higher share value.What this means for you:Are you a shareholder? Since MKS is currently undervalued, it may be a great time to increase your holdings in the stock. With a positive outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as capital structure to consider, which could explain the current undervaluation.Are you a potential investor? If you've been keeping an eye on MKS for a while, now might be the time to make a leap. Its prosperous future outlook isn't fully reflected in the current share price yet, which means it's not too late to buy MKS. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed buy.If you'd like to know more about Marks and Spencer Group as a business, it's important to be aware of any risks it's facing. At Simply Wall St, we found 1 warning sign for Marks and Spencer Group and we think they deserve your attention.If you are no longer interested in Marks and Spencer Group, you can use our free platform to see our list of over 50 other stocks with a high growth potential.PromotedIf you're looking to trade Marks and Spencer Group, open an account with the lowest-cost* platform trusted by professionals, Interactive Brokers. Their clients from over 200 countries and territories trade stocks, options, futures, forex, bonds and funds worldwide from a single integrated account.This article by Simply Wall St is general in nature..... The negative..Interest payments not well covered by earnings

[smurfy2001] 10/8/2021 20:29

debs, Sorry wrong stock!