Marks And Spencer Share Discussion Threads

[debsdowner] 16/8/2022 17:54

darrin, fair point but the same can be said for all of the big 4, but you are right to have highlighted that point. KANTAR don't include MARKS unfortunately in their basket of goods and lets face it KANTAR data isn't a precise science of how exactly each supermarket is performing.

Take Sainsburys for example they have lost something like 0.1% and if we added on food inflation of 11.6% = 11.7% but SAINNBURYS arent exoected to see profits this year anything like a 11.7% fall.

Even inflation figures differ from month to month and also it depends which products have risen the fastest.

All I am trying to analyse is if MARKS are gaining more customers and if they are then that should be good news for MARKS

[debsdowner] 16/8/2022 17:39

Watches of Switzerland sales surge which implies people with money not cutting back. This is a further sign MARKS food is bucking the trend and rising at a reasonable momentum rather than falling.



If any major supermarket is in trouble I would suspect it be MORRISONS and its customers moving to both ALDI & LIDL.

It will be a major breakthrough once ALDI overtake MORRISONS and I dont think it will be that long now if you look at ALDI growth.

Analysts expect ALDI to overtake MORRISONS sometime next SPRING/SUMMER but I forecast before the end of this year as the cost of living bites.

[darrin1471] 16/8/2022 17:38

Ocado growth of 6.2% includes food inflation of 11.6%. Lidl grew 17.9% and Aldi 14.4%.
Inflation as a percentage is higher on low cost items so figures may not be what they first appear.

[debsdowner] 16/8/2022 16:37

darrin, it was copied from the last link from proactive above and in the last paragraph !

This is interesting don't you think ? and something to keep an eye on. If MARKS are gaining new customers from their joint ventures food may be doing better than the market has forecast, this is why bulletin boards can be useful when posters gather information from numerous sources.

There is no real direction with MARKS at the moment but it appears to me we could see a marked move both ways and if I had a bet I would bet on the upside unless the market takes a significant dive.

[darrin1471] 16/8/2022 15:53

Debs. Have you got a link for the above Ocado quote?

[debsdowner] 16/8/2022 13:21

If OCADO is anything to go by from Kantar MARKS may be bucking the trend on food:

"Ocado Retail, the joint venture between Ocado Group PLC (LSE:OCDO) and Marks and Spencer Group PLC (LSE:MKS), bucked the overall online sales decline, growing by 6.2% as it attracted new shoppers outside its traditional demographic, Kantar said."

[debsdowner] 16/8/2022 13:12

ALDI now ony 0.2% behind MORRISONS to make ALDI the joint 4th biggest supermarket I said they would probably become the 4th biggest later this year:



Shoppers are looking for value at other retailers, especially discounters Lidl and Aldi.

Lidl saw its highest rate of growth since September 2017 as it was again the fastest-growing supermarket in Kantar's survey, with sales up 17.9% over the past 12 weeks, raising its market share to 7.0%.

Aldi was not far behind with 14.4% growth to lift its market share 0.9 percentage points to 9.1%, where it is close to overtaking Wm Morrisons Supermarkets and becoming the fourth largest grocer in the country.

“It’s not surprising that we’re seeing shoppers make lifestyle changes to deal with the extra demands on their household budgets," said Kantar's head of retail and consumer insight, Fraser McKevitt, with overall grocery inflation being the highest level since this data first started being tracked by the company.

[darrin1471] 16/8/2022 10:39

Latest Kantar UK grocery survey out today and they are choosing to lead press releases with the record move to own label products.

"Own-label ranges break record as people shop around between retailers searching for the best value products."



Own-Label Products
As prices rise shoppers in the UK are also increasingly turning to own-label products to drive down the cost of their weekly shop, Kantar said.

Sales of supermarkets' own lines grew 7.3%, while sales of branded items now make up about half of the market, the highest level recorded, Kantar said.

"Over the past month we’ve really seen retailers expand and advertise their own value ranges across the store to reflect demand," said Fraser McKevitt, Kantar's head of retail and consumer insight.

"It’s not surprising that we’re seeing shoppers make lifestyle changes to deal with the extra demands on their household budgets."

hxxps://www.esmmagazine.com/retail/average-annual-uk-grocery-bill-highest-since-at-least-2008-kantar-205576

[darrin1471] 16/8/2022 10:37

Ted Baker is a good brand for ABG at what looks a cheep price. Another bidder walked away at a higher price.

Not holding MARKS electricals yet. They listed in November 2021 and after an initial rise they have been slowly falling. Valued as a growth share so price may fall further in the current poor consumer market. It is an easy company to understand and not a lot of history to read up on. I will post on the appropriate thread when I organise my thoughts and let you know here.

[darrin1471] 16/8/2022 10:32

Porsche1945 - In summary your feeling more positive than normal

[porsche1945] 16/8/2022 10:18

Will end up like every other U.K. high st retailer, terminal. Dump it before it goes back under a quid, this winter will be brutal for U.K., brexit fiasco, covid waste tens of billion gone in fraud, sterling destroyed and U.K. shares back to covid lows, oh yes and the worst government in living memory. Mks is a disaster of a company that has destroyed its shareholders. Dump it.

[debsdowner] 16/8/2022 09:48

darrin, you could say that.

By the way I had a look at MARKS Electrical but not done a lot of research, the chart seems rtro only go back a couple of years I am assuming it is not long listed?

My basic instinct is the pe ratio too high for a company with a net margin of something like 4% but I haven't looked at accounts yet.

I say that because although keeping prices low with tight margins they may stay ahead of the competitors, there are still a number of online players in the field as well, plus white goods are espected to fall when consumers stop spending, but most people tend to buy white goods as a replacement but not all as some people just decide to buy new when they move house.

AOL is struggling it is a difficult sector the market fierce.

As a margin player I would plump for this company rather than MARKS Electrical.

As for Ted Baker most investors will be dissapointed at the current offer being far less than the other bid which turned sour.

On other news wages aren't keeping up with inflation

[darrin1471] 16/8/2022 07:14

Ted Baker recommended final cash offer from Authentic Brands Group (reebok owner)110p

[darrin1471] 16/8/2022 06:55

04:03 sleepless night?

[debsdowner] 16/8/2022 04:03

Germany households going to be hitr with a levy on gas bills which will take their average energy bill to circa £3,582 per year.

I don't know how much MARKS have trade in Europe but it will impact sales in those countries with rising inflation.



I ma most surprised the footsie 100 and 250 staying quite high with all the gloom we are going to suffer it is bound to affect the atock markete at some stage and a bigger fall to come unless they think they can rise it out.

[debsdowner] 15/8/2022 17:24

SAINSBURYS has reduced it's "price lock" range by 20% but the article appears to have the wrong numbers ?

[debsdowner] 15/8/2022 11:33

Victoria Beckham fashion brand has yet to make a profit and racked up losses of over £50 million.

Her Sale on up to 70% off and some of the comments on brand alude to her stuff being junk



She isn't a fashion designer she would be better throwing the towel in.

[debsdowner] 15/8/2022 10:56

Retail gazette on short sellers



Fight to prevent MARKS iconic building from demlition goes on



Strike action for Harrods workers and threat to repace with agency workers



The last report is conrroversial; the question will arise as to where the workers come from, are they refugees comming in to replace striking staff and keeping the wages down ?

[debsdowner] 15/8/2022 10:25

Hi darrin,

First of all thanks for your contribution on BooHoo and ASOS, by the way I don't short shares so lets get that out of the way.

I like to think I have a good handle on all retail but I like to be corrected if I get anything wrong.

I think read the sales data from either the Express or Mail and though I had seen MARKS ELECTRICAL when I replaced some electrical goods some time ago, hadn't realised they were a listed company.

I too will have a better look and lets share our thoughts on here when we have done our own basic research, there is no rush as things are going to get worse in retail due to cost of living crisis and I can see most retail falling furher.

[darrin1471] 15/8/2022 10:06

Debs . Researched Marks Electrical over the weekend. The sort of simple business I like. Im not buying yet as the share price is falling and they are on a growth premium in a sector that is struggling in present economic climate. I will post on the appropriate thread when I have time.
Marks Electrical are targeting the John Lewis customer.
Debs : where did you hear of Marks Elec

[darrin1471] 15/8/2022 09:58

Boohoo and ASOS are the 3rd and 4th most heavily shorted shares on the FTSE and have been heavily shorted all year.
I have no objection to shorting in general but the short trades attract trading scum. They bombard ADVFN boards with lies and troll anybody who disagrees with them.
Boohoo's ESG was poor a couple of years ago but they have invested heavily in it over the last 18 months. Having read all the ESG on Boohoo before investing I am happy they are doing more than others in clothing retail.
I currently hold Boo at a loss of less than 10%

[qantas] 14/8/2022 23:08

Please do your own research as always

[xxxxxy] 13/8/2022 12:25

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[debsdowner] 12/8/2022 15:47

darrin, I hadn't realised it was listed thanks !

Energy prices £5kHyesterday now £5,200 you couldn't make it up..