so - when do we buy Tesco ?

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Old Sep 28, 2014, 9:09am   #46
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NVP started this thread was in NY back in july ........give the city my love ...........fantastic place
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Old Sep 28, 2014, 11:15pm   #47
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was in NY back in july ........give the city my love ...........fantastic place
It is and I did. And they said "Who?". Then they remembered. The crazy English guy with the chicken up his ass.
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Old Oct 1, 2014, 8:12am   #48
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It is and I did. And they said "Who?". Then they remembered. The crazy English guy with the chicken up his ass.
ok ........thanks for that
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Old Oct 1, 2014, 8:13am   #49
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NVP started this thread FCA piling in and stock price STILL stays in 180's ............saga continues ...........
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Old Oct 1, 2014, 11:15am   #50
 
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ok ........thanks for that
You wana be careful he doesnt replace that chicken with his first of fury!

long a tenth at 181.04, just for giggles
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Old Oct 2, 2014, 10:05am   #51
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NVP started this thread they have plenty of work to do but they majority share in uk and will not give it up easy ..........price not breaching 170's so lets see how fast the rubbish gets found .........they will open up the books to the FRC and get a free audit..............the current auditors will be packing their bags anyway

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Old Oct 2, 2014, 2:31pm   #52
 
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Nice to know I am not the only person that does this.......
Me to, slightly off topic, but same mentality, I went into my local Wetherspoons the other day at 7am for a breakfast before starting work, as its only 2 mins from my office.

The pub was empty, I choose my seat, ordered my large English and sat patiently waiting, when a couple came in, all that space, all those seats and they chose the table next to mine.
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Old Oct 2, 2014, 2:59pm   #53
 
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Me to, slightly off topic, but same mentality, I went into my local Wetherspoons the other day at 7am for a breakfast before starting work, as its only 2 mins from my office.

The pub was empty, I choose my seat, ordered my large English and sat patiently waiting, when a couple came in, all that space, all those seats and they chose the table next to mine.
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Old Oct 3, 2014, 4:36pm   #54
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Hah! Herd instinct
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Old Oct 3, 2014, 11:37pm   #55
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Tesco are down but they are not out ............i'm a forex man but buying opportunities come along rarely as good as this

watch the PR and finance brigade throw all the remaining rubbish out now in this farce.............may as well have a clearance whilst the mood is low..................it cant get worse

SP is heading for 2003/2003 territory so wait for momentum to move up again and fill your boots

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Old Oct 3, 2014, 11:52pm   #56
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I was once told many years ago that once a generic company hits 30% of market share, it has nowhere else to go, it has expanded as much as it can and can only shrink.

On a personal note, if I went to Lidl, they would have one type of toothbrush for sale and I could easliy buy it.
But at Tesco there would goodness knows how many types and offers, I would need a calculator to work out the best deal and a copy of Which magazine and Dentist Weekly to choose the brush.

Now that must be a great cost to Tesco to stock such a range.
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Old Oct 4, 2014, 2:17am   #57
 
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..............
On a personal note, if I went to Lidl, they would have one type of toothbrush for sale and I could easliy buy it.
But at Tesco there would goodness knows how many types and offers, I would need a calculator to work out the best deal and a copy of Which magazine and Dentist Weekly to choose the brush.

Now that must be a great cost to Tesco to stock such a range.

I can empathise with that. In one large store I once counted the different types of cheddar cheese and bleach (pensioners' favourites!) – I stopped counting at 30. Shopping at Lidl is so simple in comparison. Where I live, we have Tesco, Sainsburys, Waitrose, Aldi, Lidl all co-located so it's easy to compare. I now realise I was being ripped off for years by Sainsburys. Even so, her Ladyship likes shopping in Waitrose because "it's nice".

I suspect that the business model of the large supermarkets is now outdated – I gather it costs about £10 per customer for online ordered deliveries yet how many customers actually pay that much – very few if they are/ were like me. Businesses that don't move with the times and change their business model accordingly will eventually fail. The Waterstone bookseller chain could well be another candidate.
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Old Oct 4, 2014, 8:12am   #58
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I can empathise with that. In one large store I once counted the different types of cheddar cheese and bleach (pensioners' favourites!) – I stopped counting at 30. Shopping at Lidl is so simple in comparison. Where I live, we have Tesco, Sainsburys, Waitrose, Aldi, Lidl all co-located so it's easy to compare. I now realise I was being ripped off for years by Sainsburys. Even so, her Ladyship likes shopping in Waitrose because "it's nice".

I suspect that the business model of the large supermarkets is now outdated – I gather it costs about £10 per customer for online ordered deliveries yet how many customers actually pay that much – very few if they are/ were like me. Businesses that don't move with the times and change their business model accordingly will eventually fail. The Waterstone bookseller chain could well be another candidate.
after leaving my last company I then spent a week in the usa in july..........last couple of weeks I was chilling in Florida and renting in a suburban area......my trips to Publix were amazing.............

whole aisles devoted to single product types ..............Christ no wonder the supermarkets need warehouses

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Old Oct 4, 2014, 8:16am   #59
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NVP started this thread Tesco are behind the curve on strategy now............they are market leader but boy the competition are eating up the gap now.....

not sure what I would do as new leader........I would revisit and bolster their strengths (especially maximising value from that envied customer database and mining system) ..and minimise the weaknesses...........(refurbish dated uk sites , expand online presence , open more convenience stores and partnerships, withdraw from abroad and stop opening new hypermarkets)

price war is poison ............but looks like Morrison has already gone to price matching the cheapseats

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Old Oct 4, 2014, 8:38am   #60
 
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I was once told many years ago that once a generic company hits 30% of market share, it has nowhere else to go, it has expanded as much as it can and can only shrink.

On a personal note, if I went to Lidl, they would have one type of toothbrush for sale and I could easliy buy it.
But at Tesco there would goodness knows how many types and offers, I would need a calculator to work out the best deal and a copy of Which magazine and Dentist Weekly to choose the brush.

Now that must be a great cost to Tesco to stock such a range.
That's actually part of their revenues stream since they charge suppliers a fee depending on shelf positioning. You want your toothpaste at eye level right in front of the customer, and not down where they to crawl on hands and knees? You'll be cutting Tesco a fat cheque for that (in fact it's accounting for these convoluted schemes that seems at least in part to have caused the £250m to go missing down the back of the CFO's sofa).

There's a strong likelihood that there is a dividend cut and £3bn rights issue coming. 150p is in sight..., sorry Pat.
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