Latest
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Walmart’s latest shock profit warning tells us a lot about the post-pandemic world
Analysis 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 Stepek – but is it bad news for the rest of the economy?
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Frasers is showing the rest of the retail world how it’s done
Tips Frasers Group – formerly known as Sports Direct – is a company many people love to hate. But its policy of judicious acquisitions and its move upmarket have proved to be a huge success and profits are booming, says Rupert Hargreaves.
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Why there were no buyers for the sale of Boots
Opinion Boots is a dull and boring business, says Matthew Lynn. It should focus on beauty and healthcare to spruce itself up.
Opinion -
Why the cost of living crisis could be a boon for this cheap retailer
Tips Like many retailers, B&M is facing the dual headwinds of lower sales and higher costs as inflation bites. But its business model has proved hugely successful, says Rupert Hargreaves, and it should have what it takes to prosper in a tough market.
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As Ocado’s troubles mount, it’s time to sell
Tips 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 time to sell, says Rupert Hargreaves.
Tips -
Tesco looks well-placed to ride out the cost of living crisis – investors take note
Analysis Surging inflation is bad news for retailers. But supermarket giant Tesco looks better placed to cope than most, says Rupert Hargreaves.
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The cost of living crisis is hurting retailers – here are the stocks to avoid
Analysis 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 might be worth a look.
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Marks & Spencer shares look cheap – should you buy in?
Tips Marks & Spencer shares have been a disappointment for investors for two decades. But with the company now on something of a comeback, Rupert Hargreaves asks if it is worth buying in.
Tips -
Next’s results stand out against a tough retail backdrop
Analysis 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 looks at the numbers.
Analysis
