Clive Black news and analysis – Page 2
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News
City snapshot: Supermarket shares take £4bn hit over Asda price war fears
The value of Tesco, Sainsbury’s and Marks & Spencer has plummeted by more than £4bn since Friday amid fears Asda will launch a vicious price war to win back customers
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Analysis & Features
Poundland: who would buy it and what would they do?
As it faces the indignity of a potential £1 sale, Poundland has major ranging problems to solve. What will a future owner need to prioritise?
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Comment & Opinion
The wheels have fallen off B&M’s retail wagon – can it get back on track?
City patience is running out with B&M after it issued its second profits warning so far this year on Monday, at the same time CEO Alex Russo ‘fell on his sword’
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News
Sainsbury’s joins ChargeUK as EV ambitions grow
Sainsbury’s is on track to become a top five player in electric charging
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Comment & Opinion
Lidl has come out punching in 2025. What is making it so confident?
Lidl has come out swinging in 2025, with a price comparison campaign targeting an array of rivals
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News
Lidl taking on rival discounter Home Bargains in price comparisons
Lidl has also been pitting its non-food middle aisle prices against Asda, John Lewis, Homebase, Currys, Robert Dyas, Ikea and online retailer Wayfair
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Analysis & Features
Can Allan Leighton’s price push roll back the years for Asda?
Asda has unveiled 4,000 price cuts and a heavyweight marketing push – but its discounter price match scheme has been dropped
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News
Premier Foods share price gains continue thanks to strong Christmas
Premier Foods’ continued recovery looks to have assured investors it is fighting fit as markets increasingly back the group’s roster of brands
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Analysis & Features
Christmas 2024: what were the highs and hiccups for supermarkets?
Supermarkets took the cheap veg battle to a new low of 8p this Christmas. How did it pan out and what else did they try?
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News
Ocado rollercoaster continues as shares soar on Christmas update
Ocado shares raced 13% higher to 305p following the update on Tuesday morning, with investors most likely focusing on the FY25 guidance promising further ‘market-leading sales growth and volume momentum’
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Analysis & Features
Commodities outlook: what threats lie ahead in 2025?
Unpredictable and extreme weather, the threat of US tariffs, and instability in the Middle East will all affect food commodities
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News
M&S ‘the top performing store-based grocery retailer’ in Christmas ‘golden quarter’
Food sales were up 8.7% in the 13 weeks to 28 December, and 8.9% up on a like for like basis
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Comment & Opinion
Is Aldi’s ‘record-breaking’ Christmas really that impressive?
Despite the headlines, this year’s was Aldi’s slowest Christmas growth since 2021, when the numbers were skewed by unusually high grocery spend during lockdown
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Analysis & Features
Stock market review of 2024: who were the major risers and fallers in the City?
M&S and Greencore were among the City’s major winners for 2024, while Ocado and B&M had a tough year
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Comment & Opinion
Why couldn’t Morrisons find a buyer for Rathbones bakery?
Morrisons’ failure to find a home for its Rathbones bakery has left many in the sector baffled as to what went wrong.
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News
Competition watchdog probe finds 92% of supermarket loyalty deals are ‘genuine’
The CMA said it had found “very little” evidence of supermarkets lifting their “usual” prices as displayed on the offers to make the deals seem more attractive
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News
B&M to open 700,000 sq ft import and distribution centre in Ellesmere Port
The retailer has signed a 10-year lease with real estate investor Cain International, with the site due to commence operation in 2025
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Analysis & Features
What a Donald Trump presidency will mean for food & drink
President-elect Donald Trump is known as the Tariff Man – but what will his policies mean for international trade and UK business?
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News
Associated British Foods boosts profitability despite damp summer
Associated British Foods shrugged off a damp UK summer and sharp drop in sugar prices at the end of the year to deliver annual profitability above expectations