Tesco Share Discussion Threads

[buywell3] 01/5/2018 11:43

TSCO V SADA


Let the Supermarket Wars begin

Others will join the battle or risk AA Amazonian Annihilation

[nathdani] 01/5/2018 11:31

They are so far out with each other.!!!!!!

[loganair] 01/5/2018 11:14

Nielsen that includes M&S:

Tesco.......27.1%
Sainsbury...14.9%
ASDA........13.9%
Morrisons....9.9%
Aldi.........8.6%
Lidl.........5.8%


Giving Aldi/Lidl a 14.4% Market share.

[loganair] 01/5/2018 11:03

The latest Kantar figures which sadly still do not include M&S which have around 4.3% market share.

Tesco........27.6%
Sainsbury....15.9%
ASDA.........15.5%
Morrisons....10.5%
Aldi..........7.3%
Co-Op.........6.0%
Lidl..........5.4%
Waitrose......5.1%
Iceland.......2.1%
Ocado.........1.2%
Independents..2.0%
Others........1.8%

As can be seen the Aldi/Lidl now have 12.7% market share.

[grahamburn] 30/4/2018 15:45

In an interview on the Today programme on Radio 4, Coupe said that there would be "no store closures or job losses" but then admitted that we "might sell stores" (ie WE won't close stores, but someone else might!).

[loganair] 30/4/2018 13:46

There will obviously be job losses from ASDA head office and distribution depots etc.

The question being will they actually sack people or just let go out of natural wastage and not hire replacements?

[ladeside] 30/4/2018 13:32

logan, despite Sainsburys issuing statements about "no job losses" and "no planned store closures" etc, it's pretty certain that should this go through that the CMA will not allow the retention of the full portfolio of stores from the new combined entity.

[loganair] 30/4/2018 12:35

Would Morrisons, Aldi or Lidl really want the massive stores that ASDA has, I doubt it very much.

[ladeside] 30/4/2018 11:36

Bang on the money shanieboy, with your price movement prediction.

[philanderer] 30/4/2018 11:29

Morrisons would be the most likely buyer of Asda or Sainsbury's stores if a merger is approved by the CMA and there are “remedy stores” to be sold, says HSBC, ruling Tesco, Co-op, Waitrose out and saying Aldi and Lidl would only be interested in a few.

[ny boy] 30/4/2018 08:41

Smart money will buy and pull backs here

[tournesol] 30/4/2018 08:05

I'm expecting the price to retreat today and remain soft over the next few weeks, consequently I have just sold the holding I acquired in November. I am not unhappy with the return and expect to buy back in due course. I just don't need to watch the price get nibbled away.

[sponges] 30/4/2018 07:14

Deal announced now with Walmart keeping 40% of combined entity and given circa £3bn - so effectively Asda bought by Sainsbury

[shanieboy01] 29/4/2018 22:10

Dbensimon: doubt you will get the price you want. This will probably go into auction first thing monday. When it comes out the chance of a huge bargain will be gone

[tenapen] 29/4/2018 19:44

A list of mistakes the previous Tesco board made would be too long to list here! but over the long term the mistakes made, may be the making of Tesco. Where as Sainsbury and Asda have not had the shocks to the system to prompt them to make major changes, to re evaluate thier entire companys operations like Tesco and Morrisons have had to, may have left them stale and behind the curve. Yes Sainsbury bought Argos for growth and we know they are loosing market share to the Germans, but so are the others ! so no need to change the board for new fresh ideas. IMO Tesco is primed for future growth and after all of the decades i have held these, I am more confident in them going forward and seeing this proposed merger make me more so.
no advice intended.



Dave Lewis - worth every penny

[vaneric1] 29/4/2018 18:25

hxxps://www.msn.com/en-gb/money/news/competition-regulator-likely-to-choke-on-sainsburys-asda-deal/ar-AAwtk7v

[vaneric1] 29/4/2018 18:09

Our American cousins have owned the Asda group from way back before it became Asda if you look into the corporate history.

My daughter in Baltimore tells me that Aldi and to a lesser extent Lidl are hitting the US in a big way, that's where they're likely to come unstuck as many more before them have.

Tesco and Marks and Spencer have both bitten the dust badly in that cut throat marketplace.

[dbensimon] 29/4/2018 14:01

Is it worth having a punt on Sainsbury's first thing on Monday? Can see this as extremely volatile till such deal is confirmed and agreed.

[loganair] 29/4/2018 13:31

You mean falling victim to our German Aldi/Lidl the cousins you wished you never had.

If the merger goes through the combined group will be called Sainsbury's and run by the current Sainsbury's managment. It is ASDA that is getting slaughtered as they are the one with the value price conscious customers competing directly with the German discounters.

[ladeside] 29/4/2018 13:26

It's won't be 31.4% though, as undoubtedly duplication will lead to store closures.

The GMB are already deeply concerned with the likely job losses.

Oh well, yet more British companies falling victim to our American cousins, so much for Brexit and "taking Britain back"...........

[buoycat] 29/4/2018 10:04

If the merger were to go through could it take the heat of Tesco seen as the bad boy of food retail because of its dominant position?

[philanderer] 29/4/2018 09:54

SBRY + Asda = 31.4% mkt share Vs Tsco 27.6%