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Tesco is a safe place in a recession to park capital.....looks as if the share is on a roll at the moment......safety is number one at the moment....plenty seem to think the same....
Aldis 20% growth of its low market share isn't that much more than 5% of Tescos dominant share
Just wait until the "discounters" stop discounting (which they already are)
SP is up 23% and the div is up 20% since you started your campaign against TSCO in October and your love affair with Aldi and Lidl. Just sayin ... let's see what the Christmas update looks like.
A quarter-century of relentless shareprice decline is not a good look. Aldi is currently growing at 20-30%, while Tesco is struggling to hit 5% growth. Past and present look grim.
Exactly
There's no use in spouting declines that have happened in the past, what the future holds is what mattered
I'll reiterate, Tesco is a safe place right now for cash
kon
''I stand corrected however its not as if it held above the 300p mark''
good for me then
s1
''In no way whatsoever, can TSCO be described as a "safe" place to park investment cash.''
the markets look forward, not back - Tesco exited it's Asian operations about 2 years ago - now more streamlined.
I bought at about 207p only a few months ago when you also had a negative view - I am happy with the 15% increase in share price so far since then.
I stand corrected however its not as if it held above the 300p mark
He clearly has some gripe against TESCO. Just ignore him
Skier, at the current price it seems a very good place to park cash.
..."that coupled with a reasonable dividend makes it a safe albeit unexciting place to park cash"
Err, the TSCO share price has plunged -20% in the past 1 year, -30% in 4 years, -5% in 24 years, and the share price today in 2023 is still *lower* than it was in the previous century...
In no way whatsoever, can TSCO be described as a "safe" place to park investment cash.
k100
''£3 is the ceiling i feel for this share.
its been a long long time since it touched it''
It was less than a year ago that I made a sale at over £3
£3 is the ceiling i feel for this share.
its been a long long time since it touched it
that coupled with a reasonable dividend makes it a safe albeit unexciting place to park cash
Expecting a move towards £3 here and a dividend hike.
People expect to pay higher prices due to the inflation headlines and when inflation subsides I expect it to be a long time before prices are reduced - similar to petrol prices.
Supermarkets with forecourts are going to soar in 2023 as the drops in inflation are continue to be passed on at a slow rate.
The "financial gymnastics" on this forum are quite staggering..."
Would you care to congratulate Tesco and it's customers for contributions to help the most at need.
Tesco shoppers gave biggest ever help to food banks and charities in 2022
3 January, 2023 | by Angela Beevers
Tesco has revealed that its shoppers were more generous than ever in 2022 in their support of foodbanks and local charities.
Food donations totalling the equivalent of 12.5 million meals were provided by Tesco customers to the Trussell Trust and FareShare despite the impact of the cost of living crisis. This included more than 2.4 million meals being donated during the Tesco Food Collection at the beginning of December.
While donations to the Trussell Trust helped food banks to provide emergency food parcels to people in crisis, donations to FareShare supported thousands of frontline local charities in communities across the country. Tesco also topped up all customer donations during the collection by 20% in cash to support the two charities with their operating costs and to ensure the food got to where it was most needed.
The "financial gymnastics" on this forum are quite staggering...
Tesco global retailer share is down.
Tesco UK retailer share is down.
Tesco share price is down.
A lot!
UK is going post-retail.
The UK retail industry is in longterm structural decline. The UK no longer has the management skills, finance skills or govt support to fend off its better-managed overseas rivals.
From Matalan to Morrisons to Tesco, the same UK / global trend is being seen over and over again... down.
Here is hoping that 2023 see's a steady but decent rise in share price. Not going to set targets but I would like to see a decent rise for TSCO. Continued good luck to all on this board be you investors, potential investors or those just watching. Good luck and success to one and all. Per ardua ad astra!!!! Rgds Saintly
My local one looked like it had been looted before Christmas
down our way was bouncing with shoppers, ching ching.
Skier1, they say that the numbers never lie, so you are correct to a limit, but you have to look at the bigger picture of a business model and there lies your downfall.
It is not the amount of sales you make, it is the profitability from the business and how a company functions under good and bad economic times.
Tesco as an example can whether difficult periods and has the ability to offset higher global influences due to their substantial range and relationship with producers and suppliers, the same could be said with other major UK supermarkets.
Alidi/Lidl operate on such a small margins, it becomes very difficult to keep their business model intact, hence any substantial price increase makes the profit margin even less and places even more pressure on their suppliers.
I can tell you all is not well with Aldi/Lidl, distribution drivers are being told to offload there deliveries to the stores themselves, due to the discounters reducing there staffing levels to save costs, this is causing a real rift between delivery companies/drivers as it is not there remit and against health safety policies, some are taking stock back.
I can tell you discounters staff are basically on peace rate work productivity and there staff turnover is proving to be a huge problem.
I could go on and on about your idealistic great superior German budget stores, but your too blinkered or have no real understanding on the sector as a whole.
As someone who has worked 35 years in the industry, i am a little more clued up than your summarization.
Tesco was a world leading initiative changing supermarket, it got too big ( in my opinion ) and has had to relook at it's business, i am glad to say the changes are taking effect and i expect the company will again be a very successful business, even alongside the discounters, which have pushed the UK owned companies to make changes required.
What has happened is the customer has benefited greatly and have a wider choice of where and when/how they shop.
Your only posting because of Tesco being an investment case or not, you are very one-sided so your either short or general very misguided with you assumptions and maybe just having a grudge at Tesco in general.
Au revoir.
Daughter works at an Extra, it's been bouncing for several weeks. Queueing in the carpark waiting for empty trolleys. Aldi and Lidl available within 1/2 mile.
Take it you are shorting tesco skier. Please confirm.
Your numbers look quite encoraging to me Skier.
The market share has fallen from 31% to 27%, so about a 13% decline.
Meanwhile, the share price has fallen a good 50% since 2012. This suggests the drop is well overdone, and the sp offers good value from a historical perspective.
PS I do online deliveries from Tesco. If I don't book a slot in good time, they all get filled up so am forced to try elsewhere. Sainsburys by contrast always has available delivery slots. I conclude from this that Tesco is way more popular and is doing rather well out if online ordering.
Investors can't keep burying their heads in the sand of "Britishness"!
The UK supermarket industry is in freefall. Like the UK car industry of the 1970s. It is being smashed by superior German and American companies.
Tesco was the world's no.3 retailer in 2011... Today, in 2022, it is barely inside the global top 20... Tesco's UK grocery marketshare has declined almost every year of the past decade... Tesco's LSE share price today is lower than it was last century...
Tesco's worldwide, UK, and stockmarket performances are collapsing, before our very eyes.
I like shopping at aldi and lidls because its cheap. Having said that I have a small sainsburies and tesco holding and I see their shops are overrun by consumers buying stuff left right and centre. I don't see any cost of living crisis yet. Quite the opposite. Maybe it only affects the poorest because the middle class is buying carts of crap to no end.