Tesco Share Discussion Threads

[leonidas] 18/6/2017 12:39

viva Tesco here come 180p that is what i am looking a return of nearly 8% on my investment in perhaps less than a week what they do with their business does not interest me,I am looking at my profit of perhaps 8% in a week that for me is good business from my part.Tesco is boring and who care I only care at my profit I am dealer and not for a long time holding share I make profit and I move on the same I di with ACA bought at 260p and sold at 300p their problem with Tanzania who care.........

[leonidas] 18/6/2017 08:10

Tesco will be back to the 180p by no later than Friday.

[shanieboy01] 18/6/2017 04:40

What is the story with dividends with this share?

[pvee] 17/6/2017 22:26

I buy lots of things online and especially via Amazon I admit but I'd never dream of buying food when I couldn't check what I'm putting in the basket. Has anyone buying blind ever sent any rotten stuff back ?

I draw the line here but maybe I'm "behind the times"

Just need to visit supermarkets in my opinion for the answer

[jordaggy] 17/6/2017 15:35

You make some some good points Smarty, but the share price is down because of sentiment not logic. I think Lewis is doing a good enough job. He needs to concentrate on giving, ...to us brave investors.

[maxidi] 17/6/2017 15:08

We wanted 2 camping chairs and thought we would look on WILKO stores 'cos they are the cheapest @ £8 each.

Tesco were selling the same ones @ £10 for two.
So we went to Tesco and saved £6 and we also bought a 'cool' bag for £8. Tesco seem to have some good stuff at the right price.

Our village has a very small Tesco local but they don't seem as good 'pricewise' as our local co-op which we visit most days.

I sold my TSCO shares ages ago but at this price I would consider buying again.

[tradermanic1] 17/6/2017 14:48

Tesco's have removed there excellent basic cat litter from it's stores, the only cat litter now stocked in Tesco's Supermarket is at a far higher price, many cats don't like the more expensive brands, including mine.

With literally millions of cats in the UK how can this be a profitable or smart move?

It therefore now means customers are now going to Sainsbury's or Morrison's etc who continue to stock there own comparable basic cat litter.

People have no choice but to go to those store's in order to buy the product, and in addition naturally buy some if not all of there other shopping at them.

The Tesco C/O must have a brain somewhere but inane politeness forbids me from suggesting where.

[ignoble] 17/6/2017 11:48

We went to Tesco for the first time in 18 months
Wifey thought the store had improved.

Brighter and a nicer experience .... seems like they are improving things for the "customer experience"

[smartypants] 17/6/2017 11:42

Two things..
People like going shopping...to the shops..looking round..picking things up..choosing

Yes tesco have big stores, that were concieved and designed for a different shopper..but behind the store fronts do you have any idea of the distribution and infrastructure they (and every other major) has in place to keep those stores constantly supplied, the investment that is required.
If all Amazon are bringing to the table is a different check out and home deliveries, where is the stock they are selling/delivering coming from?
The customer facing side of the business is only part of the story
Who is going to supply them..Tesco's and the others have dedicated farms growing products for them..

OK make it three things..
The Amazon deal is in America ?
They have bought out a supermarket essentialy and will apply their "thing" to that opperation
It is the same as them taking over an opperetion here
but it isn't here..its over there !!!
That hasn't happened and the fall is a huge over reaction and the anounced deal will have zero effect on the sales, turnover and profits of Tesco in the real world
Its just another market sham

[tim 3] 17/6/2017 10:39

Agree online is much more expensive than people think the tiny delivery charge goes nowhere near covering the real costI bet all the big 4's online operations are loss making.

[careful] 17/6/2017 09:49

P.S.
Investing is all about predicting the future.
I do not own Amazon which is a pity.
If I did I would dump them and buy Tesco.
dave lewis should be ruthlessly attacking overheads.

If he isn't scared now he shall never be.

[careful] 17/6/2017 09:39

We get carried away by hype sometimes.
Look at some numbers.

Online food sales are now well established.
But they only account for 5% of total sales according to official figures.
And growth is slowing.

Non food totals are better at 13%.
but does this account for returns.
Women who buy clothes often send for 3 dresses and return the ones they do not like.

Another myth is that online is cheaper.
Not true.
Processing orders and delivering is expensive.
And returns are a problem.
The order is often wrong, and you have to be at home to take delivery.

aldi/lidle are too smart to be conned into home deliveries in any significant amount.
Lean and mean is the order of the day.

[ignoble] 17/6/2017 08:47

Off to the supermarket .
Wife strolls the aisles whilst I sit in the car reading the newspaper.

How old fashioned are we ?

[muffinhead] 16/6/2017 22:55

Why Amazon Go Is Being Called The Next Big Job Killer

[muffinhead] 16/6/2017 22:35

Smarty...sell now before Tescos drops anothet 50%

This is the future for ALL retail... amazon technology licensed

[muffinhead] 16/6/2017 22:14

No
UK companies have a long history of failing in America. Hubris at home, get clobbered in USA. Tesco's effort was a start up. The last thing Americans with bulging waistlines need is more food. Food is a no growth market. The trick is to make it cheaper to grab market share from competition

Amazon just bought market share using it's highly rated share valuation. Vodafone did much the same buying companies like crazy during the dot com boom. Investers pay up because the business model is the future

Tescos legacy overheads are enormous, is fighting the discounters and Amazon has established a relationship with Morrisons. Amazon delivery lockers are also at Morrisons. If Morrisons uses Amazon's checkout technology, that will be another headache for Tescos

Amazon business model does away with check out staff = increased profit margins which will be used to drive down grocery prices

This is the future!

[erdingtonian] 16/6/2017 21:30

Does anyone else see a resemblance between 'Whole Foods Market' and Tesco's failed 'Fresh & Easy'?

[muffinhead] 16/6/2017 20:25

Tesco was going to drop even without this news
....on balance volume really poor downtrend since Jan 2016

Amazon has changed the business model in grocery



free stock charts from uk.advfn.com

[leonidas] 16/6/2017 18:23

Happy days I bought a lot of them for 170p will see at 185p in few days time perhaps as soon as next friday that will be a 8.8% return on my capital.I would said not a bad return.

[tim 3] 16/6/2017 18:12

I must admit I would be scared to touch Amazon at these levels but that does not mean they wont go higher they probably will!

When you consider payroll is usually a retailers biggest overhead you can not ignore their Amazon Go stores and I am sure all the big 4 are watching very closely.

With tiny margins growing competition from the discounters ,I read an article the other day that Aldi want to have around 2600 stores in the UK they really do have a battle on.