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CVAs, distress and the slippery slope

Preventing market forces exerting natural selection is like ignoring the root causes of an illness and simply treating the symptoms. It kicks the can down the road and makes certain a longer and far more painful shakeout.

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Riding the retail recession

Underlying structural weakness cannot be solved with a few weeks of better sales figures which cannot be sustained. We are not out of the woods but stuck in the middle of the retail forest. Only a reset of the supply/demand relationship can get us out.

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Retail is not good enough at retailing

Retail is simply not good enough at retailing aka selling. Reducing costs and rents is important but admins, CVAs, changes in ownership etc are all tinkering at the margins. In themselves, they will not make the business a better retailer.

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JLP – partners first

In reality the company will never again be able to pay the bonuses it did years ago. In this market it is pointless to judge retail businesses against their own historical performance. The key is to outperform your peer group.

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M&S and Ocado – suspending belief

When properly costed, no one makes money retailing food online. So why would you want to chase unprofitable sales, thus diluting your already very low margin food business?

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Next in line

Why Next does NOT represent the trade as a whole. Decent numbers today but what does it tell us about what to expect?

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Retail Recession

Excess supply, consumer indebtedness, pressured household budgets plus the gravest political and economic uncertainty in modern times adds up to a disastrous end to the most challenging trading year UK retail has ever seen. This tells us much about what to expect in the New Year …

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