KamBlog
Supplier-Retailer Insights Blog by Brian Moore of NamNews
Showing posts with label
tesco
.
Show all posts
Showing posts with label
tesco
.
Show all posts
Monday, 7 April 2025
Tesco Expected To Post Strong Annual Results And Address Asda Price War Challenge
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Tesco is set to reveal strong sales and profit figures when it releases its annual results on Thursday, with investors keen to hear how the ...
Tuesday, 22 October 2019
Tesco Trade investment: How to demonstrate your value to the buyer
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Buyer: "Surely Tesco are worth more than a £10k investment, especially for a company your size?" NAM: "Given your business ...
Wednesday, 6 May 2015
Sainsbury's space productivity, getting into the space behind the headlines
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Whilst the headline numbers provide some indication of the unprecedented pressures on Sainsbury’s and the other mults, in “...a marketplace...
Tuesday, 5 May 2015
Tesco's 3-in-1 Opportunity for Suppliers
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A brief examination of Tesco’s latest results , the 52 weeks ended 28th Feb. 2015, show interesting differences in their trading margins fo...
Friday, 24 April 2015
In a game where all eyes are on the profit ball, can Tesco afford to forget Net Margin?
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Given that share price is driven by ROCE, in turn a result of Net Margin times Capital Rotation, no one, especially share-incentivised sen...
Monday, 22 September 2014
Tesco profits overstatement - what it means for NAMs
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Tesco’s announcement that it had overstated its expected first-half profit by an estimated £250m is obviously an embarrassment and patently...
Tuesday, 2 September 2014
Tesco's fall in share price - why should NAMs bother?
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Market capitalisation i.e. value of the company in the open market falls and impacts all stakeholders, including NAMs. For instance in earl...
Friday, 8 August 2014
Tesco share-price plunge - a new opportunity for NAMs?
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News of yesterday’s plunge in Tesco’s share-price to a 10-year low of 243.8p represents an opportunity for those suppliers prepared to re-...
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Monday, 21 July 2014
Dave Lewis - a Brand New Approach to Tesco?
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Today’s news of Philip Clarke’s replacement by a 28-year Unilever veteran, coupled with a need for fundamental change means that Dave Lewi...
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