Ripley94
23 Jan 2019
Tesco growth forecasts Sara points out its only up 5 %
cashpharma
23 Jan 2019
Tesco growth forecasts Anyone remember tasdevil and his Tesco shorts.
SaraRacano
22 Jan 2019
Why Wal-Mart failed in Brazil & Carrefour´s cash & carry (SA) Model Only 5%, as I stated sell into the bounces. All the economic news isn´t good. Britexit, is the sole responsble thing that I can see driving up the Tesco SP at present. I couldn´t give a Donald Duck, about daily SP´s! Only the complete insane try & guess day to day SP´s! You have to have margins of error.
Ripley94
21 Jan 2019
Tesco growth forecasts Tesco. XXXXX. Pointed out on LSe … you can not buy shares in Lidl or Waitrose.
Ripley94
21 Jan 2019
Why Wal-Mart failed in Brazil & Carrefour´s cash & carry (SA) Model Well Sara looking more and more like you got it wrong with Tesco share price of late .
SaraRacano
19 Jan 2019
Why Wal-Mart failed in Brazil & Carrefour´s Cash & carry SM Model Could the Carrefour, Brazillian cash & carry model catch on? Not just Tesco, getting it wrong big time in international markets.
jackdawsson
18 Jan 2019
Tesco growth forecasts Sara, That photo seems to be missing an appropriate caption. Something like: “Where would one be without generous friends? Sara’s chums rally around to buy her more soup as her latest TSCO shorts go disastrously wrong… yet again!â€
Ripley94
17 Jan 2019
Tesco growth forecasts Lots of the naysayers seem to of diapered all right for some
SaraRacano
17 Jan 2019
Tesco growth forecasts Just enjoy life, sunny Jim! CYW7MRPWQAAd5F7.jpg800x598 80.2 KB
Ripley94
15 Jan 2019
Tesco growth forecasts HI SaraRacano Not commented for a wile share price climbing ?
Tenobas
14 Jan 2019
Tesco growth forecasts Hello, [link] is trash. Typical cogniscenti sleigh of hand UK food and grocery market to grow 14.8% by £28.2bn by 2023 Not UK food and grocery market to grow 14.8% in real term by £28.2bn by 2023 But of course you are all professionals so you know which it is … bullshit. Reading the article that is 14.8% 2018 to 2023 which is under 2.8% annually. And one third of that will go to the discounters. So there is going to be exceptional growth in the middle quality range … rubbish. There is a substantial risk that more online offerings will develop and that Tesco will lose market share. The report also predicts that hypermarket sales will fall most; is Tesco moving into developing residential sites there? This is not a growth stock and so does not justify its P/E ratio. Tesco is a well run business but that is a reason to sell not to buy. Anyway the retrenchment in international sales has been going on for years now and the story that it is repositioning away from bulk sales is wearing thin. The interest regime remaining the same means that the fall in equities raises some interesting questions about the pension fund deficit.
frog_in_a_tree
12 Jan 2019
British High Street "crisis" due to debt not brexit! It is rarely that I agree with you Fynne, but is must be true that rock-bottom pay is counter-productive in a capitalist system for the simple reason that money makes the world go round. Pay a person a very low wage and then their discretionary spend is similarly small. Also as we have seen with Brexit, economic exclusion can have destabilising impacts. We might also consider the disparity in pay. When company bosses can earn more in three days than some of their employees earn in a year then something must be wrong. The remuneration package that the Persimmon boss was on was nothing less than grotesque. Clearly someone on an income of £15,000 per annum benefits in terms of quality of life for every extra £1,000 of income than her boss on £1.5 million would benefit from every extra £100,000 of income. At these very high levels of pay the money becomes pretty meaningless as you don’t really need it. One other very good reason to pay higher wages is that this would reduce the demand for benefits which are, arguably a state subsidy for low paying employers. Cheers, Frog in a tree
fynne
12 Jan 2019
British High Street "crisis" due to debt not brexit! I know its not the simple answer … to pay the workers more so they can spend more? I’m not advocating high wages btw and it is a question of balance. It could spiral up, but at the moment I don’t believe we have that balance and we’ve been in a downward spiral. When almost every day you hear about CEOs and directors awarding themselves higher wages and bonuses etc, you know it’s not right? “The rich getting richer†!!
SaraRacano
12 Jan 2019
British High Street "crisis" due to debt not brexit! Just to highlight what you are saying. Wal-Mart, has held food drives for their employees. In other words: One of the richest families in the most wealthy country to ever exists asks for charity from their customers instead of giving raises to their employees.
SaraRacano
11 Jan 2019
British High Street "crisis" due to debt not brexit! I think it goes a lot deeper than this article, don’t forget in the late 90’s / 00’s the mad rush to liquidate all free-hold assets & turn them into leaseholds, a classic case in hand of chasing share-holder value at all costs going spectacularly wrong. Also many retailers being bought by leveraged buy-outs & then being bought back to the markets with massive debts (Debenhams) Boots is yet to return. Many people quote Amazon, most of my stuff I buy from ebay. Trainers from 14 GBP, 80 GBP+ in High Street, retail outlets [link] In many cases it is cheaper to buy online than go to the shop (included delivery) But don´t forget that the online business has broken Tesco & other retailers barriers to entry plus fashions change. Who buys CD´s & DVD´s any more? Books bought online.
