Marks And Spencer Share Discussion Threads

[diku] 09/11/2016 18:45

I have to agree with Hadley Freeman...who buys skirt for £199...surely not the masses..


The company has received plaudits in recent years for items such as a 199 pounds suede skirt, but fashion journalist Hadley Freeman at the Guardian said such one-offs represented a "triumph of M&S PR over actual fashion for women".

[essentialinvestor] 09/11/2016 17:34

ZARA appears to do a pretty good job.

[chairman20] 09/11/2016 17:33

Cant just keep hammering at M&S to
try to better understand clothing.

I need a much much more up-to-date
understanding of what the clothing market
actually is today.

What is happening to clothing sales
overall?

what are consumers spending? on what?

Is "fashion" a relevant term anymore?

Can anyone supplier afford to cover
the waterfront - even in basic products
like bras - size and style variations
are a stock level nightmare.

Can any one clothing retailer deal with
the variations in what consumers buy by
regions - Darlington consumer may be buying
something entirely different from Dartford
Folk.

Can any chain compete with the ultra low
price Primark or Sports Direct?

Make no mistake some of these issues are
unique to Marks most are not - just ask
BHS or Next or....

[philanderer] 09/11/2016 17:03

careful , totally sympathise.

I`m just about unchanged today mostly due to an overweight holding in BA. (Trump defence spending hopes) and RTN going up for goodness knows why :-)

[careful] 09/11/2016 16:30

What is this woman talking about?
Rowe must be having sleepless nights, focus groups, research, trying to establish his target customer.
He referred to 'mrs.M&S' typically an older woman.
They must also keep a glamourous image at the same time.
Retail is difficult, hard to please everyone.
Taste varies.

ps having a poor day with SBRY and MKS.
not enough miners in my portfolio, they are surging.

What a difficult game investing is.
If I sell these and rotate the opposite may happen.
I think the best strategy is to buy and look away.

[pugdog] 09/11/2016 16:13

Careful. I totally disagree with you. Shop weekly for food, very few offers, and
quality definitely reducing.

[careful] 09/11/2016 16:03

Quality of clothes has improved.
You are not looking closely.
Food quality excellent.

what next? you ask.
how about you being accurate.

[pugdog] 09/11/2016 16:00

We know the quality of the clothes have been reduced. Food items now at higher prices, quantities reduced, and meals filled with pasta, whats next.

[tattooed93] 09/11/2016 14:34

NEXT EVENT

17 November 2016

Ex-dividend date – Interim dividend

[philanderer] 09/11/2016 13:55

Hi diku , they`ve knocked the special divi on the head though.

[diku] 09/11/2016 13:44

I think they should have trimmed the divi yesterday...opportunity lost...

[philanderer] 09/11/2016 13:42

9th nov Canaccord hold tp 315p cut from 330p

[philanderer] 09/11/2016 13:34

Business as normal for Marks & Spencer in Gulf, despite cuts elsewhere

[philanderer] 09/11/2016 13:06

Afternoon EI.

Agree, not much upside here but I`ve bought a few @ 316p this morning for the income portfolio.

5.5% will do me.

[careful] 09/11/2016 11:28

mks (5.33bn) + sbry (5.11bn) = 10.44bn for them both.
2 for the price of 1 today.

been buying them both today...great value.
sbry results solid today.

[essentialinvestor] 09/11/2016 09:59

Phil, I don't see where the upside would come from.

If there was traction on non food then a buy case remained intact,
the opposite appears to be happening, just IMV only.

[philanderer] 09/11/2016 09:34

Sh*te start to the day :-S

Morning all.

[freedom97] 09/11/2016 09:20

Goes XD week tomorrow. ;o)

[diku] 09/11/2016 09:17

Those price recommendations/targets are complete meaningless...whose purpose are they serving?...about time they ban broker recommendations completely...to some extent its a bit like PPI mis selling...

[freedom97] 09/11/2016 07:48

For those that might have missed the R4 'You and Yours' 40min M&S programme yesterday, you can listen to it here (it should start playing straight away):

[philanderer] 09/11/2016 00:18

:-S ... and this from a fella who has a 'buy' on MKS

Haitong analyst Tony Shiret said shrinking clothing space by 10% was “clearly not enough” and that M&S needed a good Christmas. “M&S as a minimum needs… to achieve the market consensus estimates as a base upon which to restructure and persuade the market that it is not becoming Debenhams,” Shiret said.



updated:

8th nov Haitong buy tp 375p
8th nov Canaccord hold tp 330p
8th nov Peel Hunt buy tp 500p
8th nov Cantor sell tp 300p
8th nov HSBC buy tp 465p
8th nov Jefferies underperform -


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

[diku] 08/11/2016 21:59

Bring back Blue Harbour jeans...

[elmfield] 08/11/2016 21:53

Careful,
Always. So optimistic!
How lovely to be able to feel like that.

[careful] 08/11/2016 21:51

We shop at MKS.
I have not seen anything like that mess you refer to.
As a shareholder I am impressed with the standard and quality.
Maybe some stores are below standard, and hopefully they will be closed.

We all see what we want to see.

Capex is to be £400m this year.(above report)
Easy to see why Bolland was removed, all that cash wasted on loss making foreign adventures.

The CEO seems to have more discipline, he is on the right track.

Agree about online clothes shopping.
you need to see and feel the product.

Personally i think stores will make a comeback and the Amazon thing is a fad.
A compromise, click and collect for example,will be made.
Never will online top 25% of total (prediction)