Category: Retail
60 Seconds. Slack Money, the hunt for yield & over-building:
Interest rates last rose over 10yrs ago (on 5 July 2007). Slack money got us through the worst of the aftermath of the Credit Crunch but where’s the road back?
Bricks & Clicks: A Changing of the Guard?
By Jack Brumby
The latest clothing market figures show High Street clothes retailing is a bloody business. Meanwhile, upstart online retailers go from strength to strength…
Langton Capital – 2016-12-07 – 60 Seconds on Inflation, Margins, and Savvy Customers
Inflationary Pressures and the Spectre of Price Rises Inflation is coming in 2017 – but how much will there be, and who is most affected? Forecasts can be a fool’s game, but that doesn’t stop us from giving our two cents. Evidence suggests the UK consumer credit cycle is relatively mature, with many households extended…
Domino’s Pizza Group: The Dog that Caught the Bus
Out with the old targets, in with the new… It can be uncomfortable when a fast-growing company approaches its long-term targets – if it wants to maintain its rating, it had better find some new ones sharpish. Domino’s UK, for example, has just under 1,000 stores and is rapidly approaching its old target of 1,200,…
A few thoughts on business models and alternative use of space
Structural change in Retail – long clicks, short bricks… Boohoo and Asos’ share prices speak for themselves but traditional retail has had a much tougher ride of late. The department store sector is shrinking and the only winner is John Lewis. When a newer, fresher rival is taking share in a contracting market, that spells…