Marks And Spencer Share Discussion Threads

[debsdowner] 29/4/2018 10:39

careful, am not certain Walmart is desperate they just don't seem to understand the UK market and according to one analyst they have bigger fish to fry elsewhere. Bear in mind Walmart will probably benefit Sainsburys purchasing tie up.

There will have to be more mergers and buyouts now as Moorsie and I have indicated.

I happen to think Marks and JLP could be a possibility both brand names the best. But maybe they need a cheaper offering as well just like the ASDA SAINSBURY merger. Its a difficult one.

Its a slight surprise Sainsbury's not considered a further merger with MKS but I suspect they have considered it but ASDA the better option.

[moorsie2] 28/4/2018 22:39

careful - M&S and JLPhp together would be hugely more successful and profitable than apart - no doubt

[careful] 28/4/2018 22:37

MKS at a value of £4.6bn is turning into a tiddler.
Walmart is having a terrible time with Asda in the UK and also in the U.S.
Once mighty, the Worlds biggest retailer is desperate.

Not convinced that these massive retailers are the way forward.
MKS could come out of this very well if it is managed well.
It is at a good size that can be managed and the management team is capable.

[diku] 28/4/2018 21:49

M&S is just a sitting duck brand name and value getting eroded by the day....merge or be taken over by another retailer..

[moorsie2] 28/4/2018 21:36

thats why I am confident of a share price appreciation

any deal to be done with JLPhp or any foreign investor will value M&S north of 350 per share. The big news only shines a line on the sector for value investing and deal opportunities.

[debsdowner] 28/4/2018 21:26

Thinking of it again I kind of agree.




Sales of each business about 11 billion, it would create a 22 billion business, Not as big as the proposed Sainsbury Asda and Tesco giants but a very large premium market player indeed. Add on Booths as well that would also fit.

This is just the start of mergers and acquisitions as the supermarkets and department stores evolve.

[moorsie2] 28/4/2018 19:20

the deal is obvious in terms of a brand and value alignment of JLPhp and M&S - The consumer on the street would understand it and value it. That is they key determinant. Also would give them 10% of the market and well over 50% of the premium market, an opportunity to rationalise stores and stop competing and redevelop some sites into residential etc

[debsdowner] 28/4/2018 18:59

Moorsie

Sainsbury and the expected merger will see them keep the format relatively unchanged but will save money on head office and logistics and better buying power.

The others will have to merge or be bought out in order to compete with two giants with over 100 billion of sales between them.

John Lewis has struggled as a premium operator so I would not say its impossible for them to merge/sell.

[moorsie2] 28/4/2018 18:39

Debsdowner - my analysis of this being positive for M&S is the following

- Sainsburys will be giving up the premium space to Waitrose and M&S
- M&S will be seen as in play for further industry consolidate
- Consolidation will move quickly on the high street
- retail share prices have been hammered over the last 6-12 months so are starting from a low valuation point

[debsdowner] 28/4/2018 18:28

Moorsie I really don't know. The Coop has sales of about 10 billion. There is bound to be more mergers or buy outs.

Marks has a good properly portfolio which is a good asset. I don't see Marks suffering if they manage to pull something off.

All the other players need to think now what to do to prevent the two giants eroding others margins.

The High St has changed forever.

[moorsie2] 28/4/2018 18:19

all points towards a tick up in M&S shares over the coming weeks doesn't it...?

[debsdowner] 28/4/2018 18:17

Marks & Morrison?

Marks & COOP?

Marks & Waitrose a small possibility but I think they need to merge with a cheaper offering just like Sainsbury and ASDA.

Booths will probably merge or be bought out with someone they have suffered of late.

[diku] 28/4/2018 17:40

It makes you wonder how much sweeteners Walmart has offered to Sbry Directors to push this deal in the public domain!!...money talks...and Americans are very good at it...

Mks should really consider a tie up with another retailer...CEO's should leave their egos aside....this plan and that plan...this restructuring and that restructuring...rearranging deck chairs at the board level ...this cost saving and that cost saving is all like buying time and hoping for the best...

[moorsie2] 28/4/2018 17:11

all means that shorters in the sector will close out positions as consolidation looks inevitable and fast at that

[debsdowner] 28/4/2018 16:46

Not saying its out the question but we will see more mergers there are too many players out there.

Marks Tie up with Morrison to deal with buying power and Booths ?

Its anyone's guess but further mergers will come they have to deal with Sainsbury and Tesco both giants if the deal goes ahead.

50 Billion turnover.

[moorsie2] 28/4/2018 16:34

fair enough...

But this sector M&A talk/ action can only be positive for MKS share price

Should be a good week for holders and possibly back above 300 again

[debsdowner] 28/4/2018 16:31

Moorsie. Not a chance.

[debsdowner] 28/4/2018 16:30

Booths was also looking for a buyer around Christmas. Then that leaves Morrison possibly the Coop?

Don't forget a merger may not make a tad bit of difference to Marks they rely on the food for its clothes.

[essentialinvestor] 28/4/2018 16:29

I really can't see that.

[moorsie2] 28/4/2018 16:27

Not if JL partnership takes over MKS and the business all goes private and funded by debt

[debsdowner] 28/4/2018 16:20

Surprise about ASDA and Sainburys but Justin King the former CEO of Sainsburys saw further mergers.



Waitrose and Sainbury would have been a good tie.

It will make the merger the bigger supermarket group.

What next Waitrose and Marks?

That will be complex because JL a partnership.

[bartram] 28/4/2018 16:08

Every little helps but won't go down well with Tesco.

[moorsie2] 28/4/2018 15:09

Can see the share price rise due to this industry action and a deal premium starting to be added back into M&S shares

[moorsie2] 28/4/2018 15:08

interesting move by Sainsburys and Asda. Seems like Walmart realise competing just on proce against Lidl and Aldi is a lost cause (as they found in Germany). So need greater scale and brand value

As for Sainsburys sure this dilutes their brand premium leaving just M&S and Waitrose in that sector.

M&S and Waitrose / John Lewis coming together is now a must do deal...

[philanderer] 27/4/2018 18:19

+6p on the week though :-)


....Retailers Next, Kingfisher and M&S were among the fallers amid discouraging data on consumer confidence.

The widely followed GfK consumer confidence index showed a decline for the month of April, even though recent inflation and wage has been encouraging. Similarly, the CBI Distributive Trades Survey published a day earlier showed flat retail sales for the month of April, against an expectation the prior month, of rising sales.