Morrison (wm) Supermarkets Share Discussion Threads

[gbh2] 20/6/2019 08:53

albert, difficult to compare due to better choice at M&S, of the common goods I'd say the difference is negligible as to the weekly spend it's about 3% higher, but what we're eating is much more interesting.

Edit: To clarify my interest, I no longer hold shares in MRW and I've never held shares in M&S.

[essentialinvestor] 20/6/2019 08:50

I think people need to get real here.
Dalton tried to take the chain upmarket, more staff on the floor etc,
not so keen pricing, it was an epic disaster.
The new CEO responded to that. Nothing is ever going to be perfect,
if you don't like it shop elsewhere, simple.

[albert3591] 20/6/2019 08:40

Any decent person should be treated with courtesy,unless you work in a supermarket.

[loganair] 19/6/2019 15:28

Any decent person would care....even when I've been treated poorly by my employer, I've tried by best to treat any customers with respect, decency and courtesy.

[albert3591] 19/6/2019 15:25

The big 4 treat staff [shop floor if you can find any terribly]they will get no loyalty from staff, so why should they care.

[essentialinvestor] 19/6/2019 15:18

I shop at Waitrose and Marks, yes it's a different experience,
at a different price point. They are not comparable with MRW
because of price differential.

[loganair] 19/6/2019 15:15

I notice posters have also commented about how both Sainsbury's and Tesco customer services have also gone down hill over the past few years.

It seems to me, this has little to do with the number of staff, rather the quality of staff at say Waitrose or M&S are so superior, intelligent and educated compared to those at any of the 4 big supermarkets or Aldi or Lidl for that matter.

[albert3591] 19/6/2019 15:09

Gbh2....how much extra is your shop.

[essentialinvestor] 19/6/2019 15:06

Not sure MKS and MRW is a fair comparison. Different price points.
You will usually see more staff in a Marks than in a Morrisons.

[gbh2] 19/6/2019 14:58

Local customer service going down the pan, we've moved our weekly shop to M&S, far better service and choice.

[essentialinvestor] 18/6/2019 18:46

Are they worth reading anymore?, I've long since given them up.

[kazoom] 18/6/2019 18:22

They are paid peanuts scotches, and you know what they say!

That said the quote above from Rupert Hargreaves's article is inexcusably shocking - perhaps he has a nut allergy.

[scotches] 18/6/2019 17:44

I wonder how much the mf contributors get for their articles and how much time goes into fact-checking, prep and composing the piece.

"A return to profitability has also allowed Morrisons to reintroduce its dividend. After eliminating the payout to shareholders in 2016, management tentatively introduced a small distribution in 2017 and have increased the payout over the past two years."

[scotches] 14/6/2019 12:18

“We are committed to growing our grocery business,” said Amazon UK country manager Doug Gurr. “Our relationship with Morrisons is an important part of that long-term growth.”

Analyst predictions that it could buy Morrisons have been circulating for more than a year. Could this be the first open signal that Amazon is seriously considering a move? Why else would it let Morrisons take its customers?

[muffinhead] 30/5/2019 13:49

If anyone is planning on putting down a new tarmac drive, need to pop down to Aldi on Sunday

Also great for burying the missus under the patio and leveling the ground . lol

[loganair] 29/5/2019 17:48

Market share over the past year...as per usual Kantar do not include M&S who have around 3.3% market share - Nielsen in brackets:

..............12 Weeks 20 May 2018....12 Weeks 19 May 2019

Tesco............27.7%.....................27.3%.(26.5%)
Sainsbury........15.7%.....................15.2%.(14.2%)
ASDA.............15.4%.....................15.2%.(13.7%)
Morrison.........10.5%.....................10.4%.(.9.8%)
Aldi..............7.3%......................8.0%.(.9.5%)
Co-op.............6.0%......................6.1%.(.5.0%)
Lidl..............5.4%......................5.8%.(.6.4%)
Waitrose..........5.1%......................5.1%.(.4.2%)
Marks & Spencer..................................(.3.2%)
Iceland...........2.1%......................2.1%.(.2.3%)
Ocado.............1.2%......................1.3%

As can been seen over the past year Aldi/Lidl gained 1.1% market share while Sainsbury's and Tesco's where the biggest losers.

[loganair] 29/5/2019 11:06

The UK's 'Big Four' retailers failed to post an increase in sales between them in the 12 weeks to 9 May, according to the latest grocery market share figures from Kantar.

According to the data, market leader Tesco posted a 0.0% increase in sales in the period, to sit on 27.3%.

Second-placed Sainsbury's and rival Asda are now neck and neck on 15.2% market share, with the former seeing a 1.7% decline in sales in the period, and the latter seeing a 0.2% decline.

Even fourth-placed Morrisons saw a 0.4% decline in sales in the period, to sit on 10.4%.

Tesco Benefits:

Commenting on the findings, Chris Hayward, consumer specialist at Kantar, said that while Tesco fell flat, it is still seeing a boost from its Exclusively at Tesco products, as well as its '100 years of value' campaign, to promote its centenary.

"Looking ahead, the supermarket will be hoping the decision to make lines from its Jack’s discount arm available in store throughout May will pique customers’ interest and generate incremental sales.”

On Sainsbury's performance, Hayward added, "Sainsbury’s is approaching its own anniversary a bit differently from rival Tesco – as well as reflecting on the past 150 years and including the Queen in celebrations, it is also looking forward and championing smaller brands with its Future Brands initiative."

Discounter Drive:

The strongest performer in the period was discounter Aldi, which increased its sales by 11.1% to sit on 8.0%, closing the gap further on fourth-placed Morrisons.

Similarly, Lidl grew its sales by 8.5% in the period, to hold 5.8% market share, just behind the Co-op.

"The discounters continue to attract customers with nearly one million more households visiting Aldi compared with last year and an additional 630,000 shopping at Lidl," commented Hayward. "Around 75% of growth at both supermarkets is coming from the ambient and chilled aisles as people opt for value in a greater proportion of their basket."

Ocado, with a 6.4% sales increase, was the third fastest-growing retailer in the latest market share figures.

[muffinhead] 24/5/2019 17:34

£3,000m Euro Medium Term Note Programme where the Company can from time to time issue notes denominated in any agreed currency.

As of the 2018/19 accounts, the Company had issued a variety of fixed rate sterling and euro bonds as part of this programme

page 119 of accounts


FAQ

[pjleeds] 24/5/2019 16:49

What the f is the prospectus s? About

[dondee] 23/5/2019 08:50

Great buying opportunity with this ex dividend drop.

[toon1966] 22/5/2019 14:34

Posting the same old rubbish carlsagan1....