Below is a list of expexted dates for trading updates from the retailers. The general consensus is that it has been a tough xmas for the high street retailers though post xmas sales have done ok. What do others think?

Trading update dates:

Wed 5th - Next
Fri 7th - Greggs
Tue 11th - Wm Morrison
Wed 12th - Burberry, Dixons, House of Fraser, Marks and Spencer, Matalan, Peacocks
Thu 13th - GUS, JJB Sports, Mothercare, Signet, J Sainsbury, Tesco
Fri 14th - Austin Reed, Bodyshop, Woolworths
Mon 17th - Kingfisher, Monsoon
Tue 18th - HMV
Wed 19th - Boots, Somerfield, WH Smith


My own opinions are as follows:

Winners:
Tesco, Greggs, Monsoon

Losers:
WH SMith, Boots, JJB Sports, Sainsburys, WM Morrison

I currently have a pairs trade on Tesco/Sainsbury and am short JJB Sports.

yes i think so, i believe Big W is being phased out completely.

i still cannot understand why the MKS price is defying gravity, stores are doing poorly, Xmas was bad, and yet the price sticks........must be a short waiting to happen???

MKS price remains bouyant whilst there is still a possibility that Peter Green may table another bid.

sandrews

if memory serves me correctly Woolworths have decided that the big W concept doesnt work. The properties fall into two categories - food and non-food as far as planning is concerned. For all the stores that are allowed food retailing these have been bought by tesco and asda (about half each), they are still looking to sell the non food outlets

Thanks guys.....I had wondered if these were all becoming Tesco nonfood outlets.