Tesco Share Discussion Threads

[philanderer] 24/5/2018 11:19

'Tesco throws down the gauntlet to supermarkets by banning all non-recyclable packaging on own brand products'

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[vaneric1] 23/5/2018 09:50

This prat posting on every thread. Costax1654x

[costax1654x] 22/5/2018 19:48

Guys have a look at Aeg as well.Last RNS was amazing.Potential multibag in 2018.Take care

[1carus] 22/5/2018 19:31

I think there used to be sell by, best before, and used by. The only one that counts is used by the rest are distraction. Used by will still appear on prepared prepack veg and fruit you buy in the refrigerated sections. I think it will only apply to ambient packs of peppers, carrots, bananas and the like.

[albert3591] 22/5/2018 19:10

Up day tomorrow then.

[alphorn] 22/5/2018 17:11

"Tesco is to shut its loss-making website, Tesco Direct, putting 500 jobs at risk. The supermarket said that after carrying out a review of the non-food website, Tesco Direct will cease trading on July 9.

In addition, Tesco intends to close a fulfilment centre at Fenny Lock in Milton Keynes, which handles orders for the site".

[filmster] 22/5/2018 16:32

Seems like we have 2 drastic daves now lol

[tenapen] 22/5/2018 16:18

To close thier lose making Tesco Direct.

The cost cutting goes on.

[vaneric1] 22/5/2018 12:32

Damned if they do damned if they don't Loganair, they're plagued with claims from 'greenies' that they cause too much waste and by lefty cynicism for doing something about it.

They already give huge quantities of late date stuff to charity, give 'em a break.

[philanderer] 22/5/2018 12:32

Clive Black, Shore Capital....


Retail Week revealed yesterday three internal changes to its senior team with regard to the executive committee level, just below the Group Board. Tony Hoggett returns to the UK in a new role as Group Chief Operating Officer to help run the core chain’s stores.

We recently updated our forecasts and revisited the investment thesis in our Tesco note – Building credibility and potential.

We believe that the Group can consolidate upon its recent recovery, weave Booker into the wider business, stay focused in the face of whatever emerges with respect to Sainsbury's^ (SBRY, Hold at 316p) proposed 'merger' with Asda (Wal-Mart, WMT, NYSE, NR CNP) and correspondingly deliver strong EPS growth, considerable free cash flows and even more robust DPS distribution.

At the same time we believe that ongoing deleveraging can bolster the stock rating. We reiterate our BUY rating

[loganair] 22/5/2018 11:32

This seems to me another of the things supermarkets are doing to make more money for themselves rather then being good citizens.

Tesco instead of having to sell the fruit and veg off at 50% or even 75% off the full price when very close to the sell by date then still having to throw some of it away, they can now keep selling at the full price.

[fangorn2] 22/5/2018 11:20

Most of these best before dates are an utter farce.

If it looks okay, smells okay, tastes fine then it's fine to eat, even if past the sell by date.

Sell by dates encourage eye watering waste.

[chinese investor] 21/5/2018 20:32

Tesco looks good but I'm glad I moved to Morrisons !

[philanderer] 21/5/2018 13:23

Citi note...

While the focus of the Tesco-Booker merger has been on cost synergies, we think the L/T growth potential of the combination is underappreciated on two counts. (1) The addressable Wholesale market is much larger (c.£90bn) than oft quoted (£30bn) vs, Booker (£5.6bn).

(2) Tesco’s new synergy sales target of £2.5bn embeds M/T LFL volume growth of +1%/+2% in its core categories. Beyond the £2.5bn, we believe a Club format would leverage both offers and resonate with Tesco’s brand DNA.

We believe Booker reinforces Tesco’s ability to drive sustainable FCF and a progressive dividend. Discounting back, we target an undemanding 5.5% 2019/20E FCF Yield (vs. 5% for the sector).

[philanderer] 21/5/2018 08:43

Wow, that's some faith in the stock :-)

morning everyone.

[wynmck] 21/5/2018 08:20

Citigroup Buy and tgt upped to 290 from 230

[craigo121] 20/5/2018 21:06

Ive done massive from tesco but moving 10% of my stock over to WEB{webis) relaxed US gambling laws have opened up the door for WEBis whom are perfectly poised with knowledge has to be a 10 bagger from here looking at 100p end quarter HUGE POTENTIAL
TAKEOVER TARGET!

[costax1654x] 20/5/2018 20:34

Aeg ready to fly!Massive RNS!!Sorry wrong board!

[tenapen] 20/5/2018 19:08

From tomorrow.....



... at a Tesco's near you !!

[philanderer] 19/5/2018 00:01

'Lidl planning online delivery service in yet another assault against UK’s biggest supermarket chains'


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[toon1966] 18/5/2018 15:21

albert3591 - you actually 'earwig' staff in Morrison's? What a sad individual you are!! Go get a life.....