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Tesco Share Chat (TSCO)



Share Price: 186.05Bid: 186.05Ask: 186.10Change: 0.00 (0.00%)No Movement on Tesco
Spread: 0.05Spread as %: 0.03%Open: 186.50High: 187.50Low: 185.50Yesterday’s Close: 186.05


Share Discussion for Tesco


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whowrotethis
Posts: 575
Off Topic
Opinion:No Opinion
Price:186.05
RE: WWT
Tue 21:26
Hot of the press.

'Figures released earlier on Tuesday by Kantar Worldpanel showed Lidl and Aldi adding sales in the double digits, while established giants were growing sales by around 2%'

Tesco's might have 28% of the market but those little guys are giving them a real headache ... who said you can't get all your shopping from Lidl and Aldi and even if you can't customers are buying more and more. What would Tesco give for double digit sales growth, a few more years of this and who knows where things will be.
 
whowrotethis
Posts: 575
Off Topic
Opinion:No Opinion
Price:186.05
RE: WWT
Tue 21:22
The big four are hurting and its a race to the bottom
http://www.bbc.co.uk/news/business-41652424

For all the hype Tesco along with Sainsbury et al have huge overheads and grocery is all about price. You can't cut the cost of square footage that quickly when you have to keep the customers from turning away as your prices become increasingly uncompetitive. This is a new world and I will be surprised if we don't see a significant merger in this sector in the next couple of years.
AllAtSea
Posts: 318
Off Topic
Opinion:No Opinion
Price:186.05
RE: WWT
Tue 20:32
Your over confident assertions simply tell me that you have failed to appreciate the change in culture that is under way regarding the UK shoppers' habits. Whilst it is true only 4 companies dominate the UK sector at present, their 'success' is very largely that they have been able to keep their heads above water amidst a rising tide of discount shoppers.

Certainly the German companies have a long, long way to go to reach the size of their grown up competition but they do not carry the baggage hampering the big four. Given the economic climate (if we are honest and realistic) the name of the game is now narrow margins, which plays into the hands of the discounters to the chagrin of Tesco et al.

The other issue is that the discounters are of course privately owned and us minnows in the investment pool have no chance to share in their success. We can only watch enviously as the big players enjoy the fruits of their success. Oh, and ramp Tesco as hard as we are able ;-)
jonjo
Posts: 6,212
Off Topic
Opinion:No Opinion
Price:186.05
RE: WWT
Tue 17:55
You have nothing of interest to post here after the Stella performance the new BOD have put into turning this company around and the copious quantities of egg you will have on your face if and when the Booker deal is done will add further to our amusement. There is no better time for investors to come in IMO and experience large upsides with the leading company in its field with profits souring and the promise of increasing dividends to come. If people want to go to the discount shoppers so be it but they will never get the range of products and will always end up shopping with the likes of Tesco.

All of your comments are If's and But's whereas mine are based on hard hard facts supported by a superb RNS which you still cant come to grips with. Your inference that this first rate BOD have possibly entered into skulduggery to somehow fix the pension valuations or figures is an appalling inference and beneath contempt. You are proving to be a vile de ramper desperately trying to get in at low levels by inferring facts and twisting many aspects of the BOD's successes which are superb.

You have shown to be wrong on just about every aspect of your dialog here and cannot find it in your twisted opinions to acknowledge that you are wrong and that the performance of the company and the BOD has proved you wrong.
whowrotethis
Posts: 575
Off Topic
Opinion:No Opinion
Price:186.05
RE: WWT
Tue 16:55
The dramatic revaluation of the pension deficit should be cautiously approached as anything that moves that fast in one direction can easily reverse and not being privy to the financial skullduggery used to decide what obligations are allowed I wouldn't consider Tesco out of the woods by a long chalk.
The substantial and continued market growth of both Aldi and Lidl will continue unabated for the foreseeable future given the projected increased sq. footage over the next few years. Both stores along with all the other competitors are equally working hard to secure market share. It must be noted that Tesco has a very long way to go to reach previous profit levels if it every can and its share price remains landlocked having stagnated for 3 years, so not much to crow about if someone is loyal shareholder from pre 2012 relying on good dividends for a happy retirement.
jonjo
Posts: 6,212
Off Topic
Opinion:No Opinion
Price:186.75
RE: WWT
Tue 16:27
Wrong again matey Tesco made £165m towards profits from property sales
14% increase on fresh produce is an across the board figure and covers the industry as a whole - Tesco wins in this sector because of its initiatives with farmers and producers and is heading the area of fresh products through local sourcing and agreement s - again read the RNS

The turnaround is successful in about all departments you care to mention. Most buyers cannot get there entire shop from Aldi or or Lidl and therefor have to shop twice - whatever you say you have dodged the main points relating to the great results Tesco has and will continue to deliver, and most of all they have blown apart your argument on profitability, and your stupid claims relating to the pension which I note you have stopped mentioning!!!!!!!
whowrotethis
Posts: 575
Off Topic
Opinion:No Opinion
Price:186.70
RE: WWT
Tue 14:04
Share price the same as 2014 but clearly its a love in at Tesco PLC, mind you the waste land it has created close to the part of the city I live in is an eye sore since it pulled back its expansion plans (take a look at how many addition new sq. ft. Tesco opened up in the last 12 months vs its competitors - very telling). I wouldn't take anything from a companies PR department as being much more than an attempt to rebuild upon a tarnished reputation. Suppliers have to sell to someone but the argument about economies of scale fall apart when you reach the limit of optimal efficiencies and you can't make it cheaper or sell its cheaper. 3% inflation but foods items rising in some cases by 14% such as fish and oils. Will be interesting to see how Tesco can keep the lid on those types of increases without it affecting its promise of increased margins, profits, dividends and market share.

Viva Lidl, Viva Aldi
jonjo
Posts: 6,212
Off Topic
Opinion:No Opinion
Price:187.05
WWT
Tue 13:30
Oh and in case you forgot 24.9% on Group Profits so everyone from the supplier to the customer seems to be very happy indeed including the Shareholders !!
jonjo
Posts: 6,212
Off Topic
Opinion:No Opinion
Price:186.95
WWT just for you
Tue 13:23
Taken from the RNS Chairmans statement:

In October, we shared our plans to
create long-term value for stakeholders,
and in November, Dave Lewis and the
management team invited investors,
supplier partners and analysts to Tesco�s
offices in Welwyn Garden City to hear
more about the six strategic drivers at
the heart of those plans.

Does not sound to me as though they are screwing the supplier, far from it they are working with them for the benefit of all.

And the CEO says:
Supplier partners
Strong partnerships with our suppliers
mean we can serve our customers
better, invest in innovation and grow our
businesses together for the long term.
This year we have relaunched our online
Supplier Network, which now has over
5,000 members. Reflecting the strength
of our partnerships, for the first time we
topped the independent supplier survey
run by Advantage in October, and our own
internal Supplier Viewpoint survey shows
that 77% of suppliers are positive about
their relationship with us. We were also
pleased to be recognised by supply chain
body GS1 UK, for leading the industry in
supporting small British suppliers.
jonjo
Posts: 6,212
Off Topic
Opinion:No Opinion
Price:186.50
RE: It's a steamroller..
Tue 12:42
Try looking at the RNS you will see that Tesco increased its market share which indicates that contrary with your assertion that customers are put off by Tesco and its buying policy. They obviously could not give a jot and indeed there is no assertion or proof that Tesco is doing anything other than getting it right - The customers are happy and the suppliers it would appear are more than happy to supply, and there is no proof to the contrary - only that they are winning more share of the market, increasing profits, reducing the pension liabilities and paying dividends

Back under the bridge Troll !!




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