Future of tesco, morrisons

planteria

Ryan_Futuristics wrote: »

Another way of looking at it is that Amazon have built a retail business that's larger than their next dozen top competitors combined

...which is good going for 'an abortion' Steve. Amazon is an enormously significant retail business. i think, in theory, they continue to grow and dominate large parts of retail, as the move online continues, and they have the scale already in place, and are investing further. is there another business that can match their scope going forwards?

the further question is to identify companies that can/will exploit certain retail niches alongside, or even via, Amazon. one of these is fresh food, i suggest. so Ocado, Morrisons and Tesco all spring to mind for me.

i like to invest in what i perceive to be a 'winner' in a sector which i think can do well over time. i could easily back both Amazon and Morrisons, for example, on that basis.

Steve_xx

planteria wrote: »

...which is good going for 'an abortion' Steve. Amazon is an enormously significant retail business. i think, in theory, they continue to grow and dominate large parts of retail, as the move online continues, and they have the scale already in place, and are investing further. is there another business that can match their scope going forwards?

the further question is to identify companies that can/will exploit certain retail niches alongside, or even via, Amazon. one of these is fresh food, i suggest. so Ocado, Morrisons and Tesco all spring to mind for me.

i like to invest in what i perceive to be a 'winner' in a sector which i think can do well over time. i could easily back both Amazon and Morrisons, for example, on that basis.

To clarify, I was referring to the layout and navigation of the website, not the state or viability of the company.

planteria

i know. changing the layout and navigation of the website should be easy for them, so think how they'll dominate the retail market when they realise how bad it is;)

Ryan_Futuristics

Unusually, I don't find a problem with the layout or UX of the site at all - in fact it's the always-logged-in nature, and single-click ordering, which makes me choose Amazon whenever I can

It's certainly better suited for some types of product than others - finding a Blu Ray on Amazon couldn't be easier, but I'd rarely choose it for ordering clothes

I certainly think the next phase of retail (drones, unmanned vehicles and autonomy, at razor-thin margins, delivery times measured in minutes) will be led and probably largely built by Amazon ... They seem perfectly positioned - where foreign rivals like Alibaba aren't

Glen_Clark

Ryan_Futuristics wrote: »

Another way of looking at it is that Amazon have built a retail business that's larger than their next dozen top competitors combined

Turnover is Vanity, Profit is Sanity

hyposmurf

Tesco has now named which of it's stores are to close:

http://www.bbc.co.uk/news/business-31023136

2000 staff to go, but in contrast Waitrose is looking to take on 2000 new staff.Hopefully a good number of them being laid off from Tesco get to take up the positions in Waitrose.

Thrugelmir

Ryan_Futuristics wrote: »

Unusually, I don't find a problem with the layout or UX of the site at all - in fact it's the always-logged-in nature, and single-click ordering, which makes me choose Amazon whenever I can

It's certainly better suited for some types of product than others - finding a Blu Ray on Amazon couldn't be easier, but I'd rarely choose it for ordering clothes

I certainly think the next phase of retail (drones, unmanned vehicles and autonomy, at razor-thin margins, delivery times measured in minutes) will be led and probably largely built by Amazon ... They seem perfectly positioned - where foreign rivals like Alibaba aren't

HMV bricks & mortar stores outsold Amazon in both CD's and Albums. In last quarter of 2014. Tide may be turning back. As the negative publicity mounts.

kangoora

Thrugelmir wrote: »

HMV bricks & mortar stores outsold Amazon in both CD's and Albums. In last quarter of 2014. Tide may be turning back. As the negative publicity mounts.

Amazon is my last port of call for online purchases, unless they are ridiculously cheaper or have something I can't get elsewhere online. I don't bother buying from a company that doesn't pay taxes where it conducts its business.

Same goes for Starbucks, easy enough to walk an extra 20 yards if I want a posh coffee.........

Minrich

So Tesco have shown a positive for the last few weeks trading, not a massive positive at +0.3% but still a positive and what next? I think their future relationships with their suppliers will also dictate how other competitors act too. Also good news from Asia with a possible mad offer from a Billionaire and the sale of all or part of Dunhumby or however you spell it ! Management are also being very open and upfront with their staff which is a culture change well overdue. Share price 240ish as i type

MonkeyD

Really impressed with the new management and the share price indicates many share this feeling but we still have no clear idea of what their turnaround strategy is. I am long on Tesco so still believe they can do it.