Ron Johnson: the retail king’s quest for redemption
Ron Johnson: the retail king’s quest for redemption
Ron Johnson’s spell at JCPenney, following his triumph at Apple, was a disaster. Now, his latest attempt to rescue his reputation has just crashed int…
19 Aug 2022
Trading: Dunelm will keep growing, here's how to play it
Trading: Dunelm will keep growing, here's how to play it
Furniture retailer Dunelm surged during the pandemic, but its shares have since fallen back. But it is well placed to take more market share from riva…
27 Jul 2022
Walmart’s latest shock profit warning tells us a lot about the post-pandemic world
Walmart’s latest shock profit warning tells us a lot about the post-pandemic world
US retail giant Walmart has issued its second profit warning in ten weeks as consumer spending habits shift. That’s bad news for Walmart, says John St…
27 Jul 2022
Frasers is showing the rest of the retail world how it’s done
Frasers is showing the rest of the retail world how it’s done
Frasers Group – formerly known as Sports Direct – is a company many people love to hate. But its policy of judicious acquisitions and its move upmarke…
21 Jul 2022
Why there were no buyers for the sale of Boots
Why there were no buyers for the sale of Boots
Boots is a dull and boring business, says Matthew Lynn. It should focus on beauty and healthcare to spruce itself up.
10 Jul 2022
As Ocado’s troubles mount, it’s time to sell
As Ocado’s troubles mount, it’s time to sell
Online retailer Ocado has struggled to build value for shareholders, and still isn't turning a profit. If you hold Ocado shares, now might be a good t…
21 Jun 2022
Chris Xu: the retailer with a cult following
Chris Xu: the retailer with a cult following
Chris Xu was born to poor farmers in the Shandong province of China. Today he leads a mysterious upstart that is unnerving established fast-fashion re…
21 Jun 2022
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Tesco looks well-placed to ride out the cost of living crisis – investors take note
Tesco looks well-placed to ride out the cost of living crisis – investors take note
Surging inflation is bad news for retailers. But supermarket giant Tesco looks better placed to cope than most, says Rupert Hargreaves.
17 Jun 2022
The cost of living crisis is hurting retailers – here are the stocks to avoid
The cost of living crisis is hurting retailers – here are the stocks to avoid
Consumers as spending less as the cost of living rises. That’s hurting retailers. Rupert Hargreaves picks four retail stocks to avoid – and two that m…
16 Jun 2022
Marks & Spencer shares look cheap – should you buy in?
Marks & Spencer shares look cheap – should you buy in?
Marks & Spencer shares have been a disappointment for investors for two decades. But with the company now on something of a comeback, Rupert Hargreave…
25 May 2022
Amazon’s shares have fallen hard – value investors should take note
Amazon’s shares have fallen hard – value investors should take note
Investors have dumped Amazon shares as post-pandemic life returns to normal. But it still has plenty of competitive advantages, says Russell Hargreave…
23 May 2022
Don’t touch Boohoo with a bargepole – here’s what I’d buy instead
Don’t touch Boohoo with a bargepole – here’s what I’d buy instead
Investors in online retailer Boohoo are jumping ship. That's a sensible move, says Rupert Hargreaves. If you're looking for a retail stock, here's wh…
16 May 2022
Next’s results stand out against a tough retail backdrop
Next’s results stand out against a tough retail backdrop
FTSE 100 retailer Next is dealing well with the tough conditions on the high street, with rising profits and a plan that's working. Rupert Hargreaves …
5 May 2022
Can Naked Wines prove there’s life beyond the pandemic for its business?
Can Naked Wines prove there’s life beyond the pandemic for its business?
Online wine retailer Naked Wines had a good pandemic, but it's now one of the UK market's most shorted stocks. Rupert Hargreaves looks at the busines…
20 Apr 2022
Why Next is the only retailer I’d want to own in my portfolio
Why Next is the only retailer I’d want to own in my portfolio
The retail sector is brutally competitive. But high street stalwart Next is exploiting and building on its significant competitive advantages, says Ru…
12 Apr 2022
Why it’s time to buy shares in Asos
Why it’s time to buy shares in Asos
Shares in Asos, the once-pricey online fashion retailer, are on sale – snap them up while they're cheap, says Matthew Partridge.
15 Mar 2022
Lidl’s secret sauce – why you should buy bottom feeders
Lidl’s secret sauce – why you should buy bottom feeders
Piling it high and selling it cheap is not the easy money-making strategy it might seem. Buy up those who can do it well, says Matthew Lynn.
13 Feb 2022
Britain's high street comes back from the dead
Britain's high street comes back from the dead
Creative destruction has wrought its magic on the high street and there are new signs of life in retail, says Matthew Lynn
16 Jan 2022
A survival strategy for British retailers
A survival strategy for British retailers
American shops are splitting off their web divisions – that could release value for British retailers too, says Matthew Lynn.
12 Dec 2021
Why Britain’s supermarket chains should take over Europe
Why Britain’s supermarket chains should take over Europe
Britain’s supermarkets should not sit back and wait for a takeover bid, says Matthew Lynn. They should launch their own for the continent’s chains.
28 Nov 2021
Amazon, the great disruptor, might be about to turn payments upside down too
Amazon, the great disruptor, might be about to turn payments upside down too
Amazon’s ban on UK Visa credit cards is more than just a local post-Brexit spat, says John Stepek. It could be part of a wider plan to disrupt the who…
19 Nov 2021
Why have Asos shares tumbled today?
Why have Asos shares tumbled today?
UK retailer Asos issued a profit warning on Monday. Saloni Sardana breaks down what may be behind the move.
11 Oct 2021