Tesco Investors - TSCO

Tesco Investors - TSCO

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Stock Name Stock Symbol Market Stock Type
Tesco Plc TSCO London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
2.50 1.08% 234.30 16:35:13
Open Price Low Price High Price Close Price Previous Close
232.50 232.30 235.50 234.30 231.80
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Industry Sector

Top Investor Posts

johnwise: Healthy options has always been available at Tesco..They sell British meat and vegetables.. "Activist" ‘I’ve got a reputation as a trouble maker.( Closet vegetarians? ) Tesco Concedes To Activist Shareholders On Health Targets Supermarket group Tesco has agreed to increase healthy food options at operations in Europe as well as Britain to appease investors who had filed a landmark shareholder resolution to force the issue. https://www.checkout.ie/retail/tesco-concedes-activist-shareholders-health-targets-130461
philanderer: Berenberg predicts capital returns from Tesco Tesco (TSCO) disappointed investors with its conservative profit outlook in its full year results but Berenberg believes the supermarket giant will deliver excess capital returns. Analyst Thomas Davies retained his ‘buy’ recommendation and reduced the target price from 286p to 280p on the stock after full-year results that, despite coming in ahead of expectations, worried investors due to the profit outlook and the lack of capital returns. ‘We believe these concerns are overdone,’ he said. ‘We believe Tesco’s continued investments behind the proposition should sustain the net switching gains achieved over the past year. Furthermore, online productivity improvements and cost savings delayed by the pandemic should provide a buffer for profitability.’; Davies said that while the pandemic has delayed capital returns, ‘we remain confident a buyback policy will be announced by the end of full year 2022’. Citywire.co.uk
philanderer: Investors Chronicle: HOLD: Tesco (TSCO) https://www.ft.com/content/e3b0b6b8-fb33-4de9-a61d-fb0e97d051b3
philanderer: On a media call, Mr Murphy said the rise in digital shopping looked set to continue, adding that Tesco would have to bolster its 'food to go' ranges in local neighbourhood stores, while also offering faster delivery offerings for shoppers wanting their food delivered when working at home. Mr Murphy added: 'Tesco has shown incredible strength and agility throughout the pandemic. 'By putting our customers and colleagues first, we have built a stronger business. 'While the pandemic is not yet over, we're well-placed to build on the momentum in our business. 'We have strengthened our brand, increased customer satisfaction and improved value perception.' He said the company was in no rush to get rid of in-store health and safety measures implemented during the pandemic, saying it remained clear they were still required to help keep staff and shoppers safe. While uncertainty around a recovery makes it difficult to predict the year ahead, Tesco said its best estimate is that retail operating profit will recover to a similar level as in the year before the pandemic Tesco proposed a final dividend of 5.95p a share, taking the annual payout to 9.15p, which is the same as the previous year. Speaking to the press, Mr Murphy stressed that the maintenance of the dividend was very important, as was the need to secure 'consistent returns' for investors. https://www.dailymail.co.uk/money/markets/article-9469209/Tesco-thinks-sales-drop-shoppers-hit-pubs-again.html
jimbob: @nathdani @Questor: Tesco’s loss-making online sales left it exposed – but its fortunes have changed Questor share tip: a shift in shopping habits has allowed the chain to improve margins on internet orders and fend off competition By Richard Evans 11 April 2021 • 5:00am Supermarkets have hardly been stock market favourites in recent years, partly because of what looked like the inexorable rise of Aldi and Lidl. But investors may have had something else in mind, too: the sheer difficulty of making online shopping profitable. While Tesco may have made a profit margin of 5pc (before interest and tax) from sales made in its stores, before the pandemic it was making a loss of 4pc of the value of every online order, according to estimates from Exane, the investment firm. This is not a welcome state of affairs if your online business is steadily growing at the expense of your in-store one. You might imagine that the pandemic has therefore worsened the problem for Tesco (and others) because 10 years’ growth in online sales, let’s say, has been compressed into one. Indeed, the proportion of Tesco’s sales in Britain made online has grown from about 9pc to 16pc. But there is more to the story. During the pandemic the value of individual online orders has also increased. This helps dilute the effect of the high fixed costs of delivery and “picking”; of the orders in the shops. In addition, drivers have been able to deliver more orders on each round as the average distance between customers has fallen because more have signed up. Last year Tesco’s fleet delivered 21pc more orders per van than in 2019, according to Majedie, an asset manager that holds shares in the company. At the same time the proportion of online orders that are click and collect has increased from around 13pc of the total to roughly 21pc. As this avoids delivery costs, profitability is better. A spring in their step Bar chart with 2 data series. Supermarket till rolls, 12 weeks to 21 Mar 2021 vs 2020 View as data table, A spring in their step The chart has 1 X axis displaying categories. The chart has 1 Y axis displaying £bn. Range: 0 to 9. End of interactive chart. “While Tesco does not disclose its online profitability specifically, our engagement with the company has confirmed it is now enjoying a distinctly better economic model than before Covid-19, such that it is no longer seeing significant [profit margin] dilution from online sales relative to in-store,” Majedie said. That is quite a remarkable shift compared with the margin estimates mentioned above. The asset manager said the market was underestimating the impact of this change. But there is more to the Tesco story than this, partly because the chain has had a good pandemic in other ways. Customers have been reassured by its coronavirus safety measures, such as “traffic lights” to control entry, and have come back to Tesco’s superstores from the German discounters because their size and range of products mean that shoppers are less likely to bunch in particular places inside the stores. Sign up to our Business Briefing newsletter for a snapshot of the day’s biggest business stories Read Questor’s rules of investment before you follow our tips A further side effect of the virus has been less of what supermarkets call “promiscuous” shopping: going to more than one in search of the best offers from each – not a good idea if you want to minimise social contact. Instead, customers increasingly want “everyday low prices” rather than endlessly changing special offers – and once customers perceive, say, Tesco as offering that value they feel more loyalty to the brand. Tesco’s Clubcard helps to cement this feeling. Not only has the threat from Aldi and Lidl diminished but Asda is likely to be less aggressive a competitor on price now that it is under new ownership. When it was part of the giant Walmart group there was plenty of money to fund loss-leaders or price cuts but its new ownership – the Issa brothers backed by private equity – involves a lot of debt and the firm will need to keep a close eye on profitability. If you put all these reasons for shoppers to choose Tesco together the result in terms of profits should be significant. This is because supermarkets have what is called “high operational gearing”, which means fixed costs are high and therefore relatively small increases in turnover can translate into big rises in profits once those fixed costs are covered. Tesco’s transformation following a series of crises about seven years ago was largely thanks to Dave Lewis, who stepped down as chief executive in October last year. His replacement, Ken Murphy, formerly of Walgreens Boots Alliance, and the new finance director who starts next month are expected to adopt an evolutionary approach that builds on Mr Lewis’s work rather than one of drastic change. James de Uphaugh of Majedie said: “Tesco offers a free cash flow yield of 9pc and a dividend yield of about 4pc. It is a market leader that is gently gaining market share and has a well liked brand.” We said buy in July last year and remain positive. Questor says: hold Ticker: TSCO Share price at close: 234.4p
careful: Looking at these. Does anyone know how the Booker deal is looking. Tesco have a huge turnover. All this talk of overstaffing is reassuring to investors. It gives scope for improved efficiencies and removal of fat.
pander45: Frankly, I think the slight of hand consolidation/special dividend null gain situation served to hack off a lot of investors. It did for me. The writing was on the wall that the attempt to anchor the share price at 240 would fail.
sentimental riles: In real life I'm a part time shelf stacker from Lidl here to spy on Tesco investors!
muffinhead: Tescos £18.4 billion market value after share consolidation and institutional investors making off with £5 billion in cash Tescos total equity before special dividend, £13.4 billion in 2020 Tesco total long term debt, £14.9 billion in 2020 hTtps://markets.ft.com/data/equities/tearsheet/financials?s=TSCO:LSE&subview=BalanceSheet Depending on how much you like paying for debt for a pathetic 2% preTax profit margin..... shareprice needs to go below 2016 lows for fair value imo
leas1: Golden Why 4pm tomorrow? The GM is on the 11th Feb. Investors still have a couple of days to decide to buy or sell. Private investors are also missing the publications of the institutional trades after the market closed. 12m reported last night, 6m of which was at the day’s high. Not everything is as transparent as it first seems here. Schroders reducing in MRW which has increased it’s market share but they continue to hold TSCO. Doesn’t add up. DYOR as the saying goes.
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