Clive Black news and analysis – Page 5
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Comment & OpinionMorrisons CEO David Potts exits: a chapter closes in retail history
It’s a sign of the standing Morrisons CEO David Potts has in the grocery industry that yesterday’s news felt like an industry titan had departed
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Analysis & FeaturesHow Holland & Barrett is transforming its food offer
The health and wellness retailer is returning to its 19th-century roots but with a health twist, naturally
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Analysis & FeaturesHow do Sainsbury’s Nectar Prices stack up against Tesco’s Clubcard?
How do the schemes match up on prices and breadth of offer?
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NewsCity News: Tesco boosted by market share gains and broker endorsement
Britain’s biggest grocer received a double boost this week
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Analysis & FeaturesHow big can M&S get in food – and how will it get there?
M&S Food aims to grow its market share by one percentage point, to about 4.5%. But could new stores, Ocado and ‘trusted value’ take it further?
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NewsM&S shares soar on news of market share growth
Marks & Spencer shares surged to a near four-year highs as its turnaround received a further boost this week
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Analysis & FeaturesHow did high street favourite Wilko come to collapse?
Suppliers and experts say the discounter was hobbled by inconsistent leadership, weak store locations and having ‘no strategy whatsoever’
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NewsCity News: Ocado shares soar 19% as investors sense ‘jam today’
Ocado shares soared 19% on Tuesday as the grocery tech group outperformed City expectations in the first half, but analysts remain spilt over future prospects.
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Analysis & FeaturesAre supermarkets really profiteering on fuel? This is the data
The public seems unimpressed by supermarkets’ selling fuel at a higher margin – but they are keen to disprove allegations of ‘greedflation’
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NewsGrocer Gold Awards 2023: The Grocer Cup
Stuart Machin: ‘an absolute force of nature in UK grocery retail’
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Analysis & FeaturesAsda’s EG Group acquisition: everything you need to know
Asda has acquired EG Group’s UK & Ireland operations, and sees a ‘huge runway’ for growth to become the UK’s second-largest grocer again
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KVI TrackerPasta, sugar and oil prices tumbling, KVI shows
The price of pasta, sugar, and vegetable oils all fell this week at several supermarkets in the latest sign of easing food inflation
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NewsMedia Bites 1 June: Iceland, price cap, inflation, petrol prices, B&M, WH Smith
There’s plenty of variety in this morning’s papers when it comes to fmcg stories.
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NewsGovernment declared ‘not fit for purpose’ over price cap plan
Supermarket and supplier bosses are understood to be fuming over the plans, which were leaked to the Daily Telegraph at the weekend
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Comment & OpinionCompetition authority’s investigation into grocery prices smells strongly of political motivation
It is hard to imagine the CMA finding anything other than the UK grocery market is one of, if not the most, competitive in the world
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NewsMPs accused of spreading ‘dangerous nonsense’ about profiteering
Clive Black of Shore Capital claimed politicians from different sides had irresponsibly stoked up anger against retailers
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Analysis & FeaturesExplained: Does Tesco’s fulfilment fee fiasco break any rules?
The trade is in uproar over Tesco’s hardball tactics to secure a new fulfilment fee. Is it breaching GSCOP? And what’s the endgame?
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Comment & OpinionThe key questions to be answered in the Tesco fulfilment fee fiasco
Audacious move by Tesco is even featuring in school debates over monopsony
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Analysis & FeaturesBestway’s £250m+ Sainsbury’s share grab: what next?
Experts think an imminent takeover unlikely, but what other opportunities could Bestway’s 4.35% stake in Sainsbury’s unlock for the two?
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Analysis & FeaturesHow Unilever provided safe haven amid 2022’s stock market storm
Unilever seems a ‘safe haven’, but the turmoil of 2022 was tough for many of the listed players. So who fared best… and worst?