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Monday, 14 April 2014

Tesco: A Passover Story

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This week marks the celebration of the Jewish Passover. It is a festival of contrasts. Freedom and insecurity; enrichment and humility;...
Sunday, 13 April 2014

Amazon: Bezos the Omnipotent

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Jeff Bezos' letter to Amazon shareholders last week makes compelling reading. It's not the scale of progress and success since 199...
Saturday, 12 April 2014

M&S Clothes: Mirrors & Smoke

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Mirrors are important when selling clothes, smoke less so. So once the air had cleared on Thursday's latest M&S results, (the 0.1%...
Thursday, 10 April 2014

Praise the Lord

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In a world of often flagged managerial excess and multi-million pound salaries and non-performance pay-offs, Simon Wolfson's decision to...
Wednesday, 9 April 2014

Tesco: Time to reset the clock

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Yesterday's latest Kantar Worldpanel data brought little comfort for any of the UKs Big four retailers. The 0.4% drop in Sainsburys...
Tuesday, 8 April 2014

Asda's new strategy: EDMP

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Asda, famous for EDLP (every day  low prices), launched the latest salvo in the UK grocery retail war. Presented as part of a package of 1...
Monday, 7 April 2014

Cleaning up after retail brands

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What should we make of the Robert McBride's share price hitting a five year low? With the UK grocery price war showing no signs of aba...
Friday, 4 April 2014

Tesco: Big Data, Little Evidence

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If you didn’t catch the news yet, Tesco is now the world's 3 rd biggest continent. Having bought US big data firm Sociomantic it now...
Thursday, 3 April 2014

Old is Sexy

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Old is sexy. OMG, where is this going?...I hear you! Here I am months away from 50 and I don't feel exactly past it, not even approac...

Aldi: The Tinned Tomato Test

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Want to know how Aldi deliver outstanding product quality and unbelievably low prices?  Simple really. Take the tinned tomato test.    H...
Tuesday, 1 April 2014

Sir Philip Green's Lottery Tickets

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"Maybe it's an opportunity.." Commenting on BHS's move into food retailing, Sir Philip Green said "On the basis ...
Monday, 31 March 2014

Tesco: Omni-Ominous

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According to The Grocer " Fury at plans to axe team leader roles" (March 30th), Tesco are in discussions to remove an entire layer...

Chairman of the Board

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Move over Frank; there's a new Chairman of the Board. Sir Terry Leahy is polishing the latest bauble in his portfolio. This time it is ...
Sunday, 30 March 2014

B&M: Fresher and Easier

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Looking to clean up in value again.... What do you do after leading one of the world's biggest retailers? Well in Sir Terry Leahy...

New Chinese Takeaways..

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Hot on the heels of last week's prediction of a major shift of investment East to West (Alibaba: They came from the East, www.retailiati...

Who ate all the pies?

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While ex footballer Danny Mills and team rush from the changing rooms to grab a rather large bite of ailing West Cornwall Pasty Company; ...
Saturday, 29 March 2014

On-line shopping? Game On!

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Mobile communications have come a long way since the early 1990s. And it sort of feels we are on a similar jouney - this time in relation ...
Friday, 28 March 2014

More headaches at Tesco

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According to the Cheshunt chatter..everyone is fearing for their jobs as Tesco commence another round of blood-letting. Meanwhile the acqui...

AO..All Over?

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On Tuesday I warned of the over-valuation of on-line companies (The New Alchemists, March 24th). Three days later there are signs the corre...

Walmart & Visa go to court - would you credit it

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Visa want to be everywhere you want to be - and along with other credit organisations, they are doing a pretty good job. Too good maybe. Ju...
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