Isifinyezo sedolobha: Ukuthengiswa kukaKhisimusi kaTesco kweqa naphezu kwezindleko zenkinga yokuphila | Izindaba | Aici


Indaba ephezulu

I-Tesco inqobe ‘izikhathi ezinzima’ ukuze abathengi bathumele ukukhula okuqinile okusekelwe ekulungiseleleni uKhisimusi.

Ukuthengiswa kweqembu sekukonke kukhuphuke ngo-7.9% emasontweni ayisithupha kuya ku-7 Januwari, kanti i-UK ithanda ukuthengiswa okufanayo ku-7.2% ngaleso sikhathi.

Ithe ukukhuphuka kokuthengiswa kwayo kuqhutshwa “ukunikezwa kwayo okuncintisana kakhulu kuze kube manje” kanye “nokugxila kwayo enanini nekhwalithi”, okunamandla athile okudla okusha (okukhuphukela ku-8.1%) kanye nokutholakala okuhamba phambili emakethe.

Ikakhulukazi i-Aldi Value Match yayo kanye nezintengo ze-Clubcard zisize amakhasimende ukuthi asebenzise imali encane emigqeni yemikhosi, namavolumu Ezintengo Eziphansi Zansuku zonke akhuphuke ngo-7.4% ngemva kokwethulwa kokuzinikela kokukhiya amanani ngo-Okthoba.

Ngaleso sikhathi umkhakha wayo wefestivu omuhle kakhulu unwetshwe ngo-22%, ngokuthengiswa okuhle kakhulu sekukonke kukhuphuke +8.2%, okube nesandla enzuzweni evela kubathengisi abaphambili phakathi naso sonke isikhathi.

I-Tesco yabona ukukhula okuqinile okuqhubekayo kuzo zonke izitolo ezinkulu kanye nokulula; ukuthengiswa okuku-inthanethi kubuyela ekukhuleni phakathi naleso sikhathi, ukuthengiswa okungaphezulu ngo-59% kunobhubhane nokubamba iqhaza kuzinza cishe ku-13%.

Isikhathi eside samasonto ayi-19 ukuthengiswa bekukhuphuke ngo-5.3% e-UK.

Ngaleso sikhathi eside, ukuthengiswa kweRiphabhulikhi yase-Eire kwenyuke ngo-5.6%, ukuthengiswa kwe-Booker ngo-10% kanye ne-Europe Emaphakathi ngo-10.9%.

U-Booker uhlomule ngokudayisa nokudla kokubili okukhula kakhulu, naphezu kwezibalo zezitolo ezihlanganisa ukwehla ngo-6.8% ekwehleni kokuthengiswa kukagwayi ngenxa yokujwayela kwemakethe yangemva kwe-COVID.

Iqembu libone ukukhula okuqinile kwe-catering ngokumelene nemakethe enciphayo njengoba ligxile enanini, okuhlanganisa ukunqanyulwa kwentengo emigqeni yokudla ebalulekile engu-450.

Iqembu liphinde laqinisekisa umhlahlandlela walo wonyaka ogcwele wenzuzo yokusebenza elungisiwe yokudayisa ephakathi kuka-£2.4bn no-£2.5bn.

U-CEO u-Ken Murphy uthe: “Ngijabule kakhulu ngomsebenzi wethu kulesi sikhathi – ikakhulukazi ukukhula okuqinile ngoKhisimusi ngaphezu kokukhula okumangalisayo kule minyaka embalwa edlule. Silethe ukusebenza kwesabelo semakethe okuqinile e-UK nase-ROI, i-Booker iqhubekile ikhula ngokuqinile naphezu kokwasemuva okuqinile kwezokuphekela futhi ibhizinisi lethu lase-Central Europe lilethe ukukhula kwalo kokuthengisa okuphezulu kakhulu iminyaka eminingi.

“Ngiziqhenya kakhulu ngendlela iTesco ephokophele ngayo ukusiza amakhasimende abhekane nezikhathi ezinzima kulo Khisimusi. Ngokuletha ngokungaphezi ngamasu abalulekile esiwabeke ezinyangeni eziyi-18 ezedlule, senze isiqiniseko sokuthi amakhasimende ayazi ukuthi azohlomula enanini elikhulu nekhwalithi kuyo yonke ingxenye kabhasikidi wawo, kodwa akhetha ukuthenga nathi.

“Kube wumzamo omkhulu weqembu futhi ngifuna ukubonga bonke ozakwethu ebhizinisini lonke ngomsebenzi wabo onzima. Ngingathanda futhi ukubonga wonke umuntu oye wasekela ngokukhululekile Iqoqo lethu Lokudla Kwasebusika, elibe nesandla ekurekhodeni kokudla okungu-39m okunikelwe i-Tesco namakhasimende ethu kuze kube manje kulo nyaka.

“Singena onyakeni omusha wekhalenda ngomfutho omuhle futhi ngiyaqiniseka ukuthi singaqhubeka nokugcina ukuncintisana kwethu futhi sinikeze ukusebenza okuqinile okuhlobene nemakethe naphezu kwezimo eziyinselele ezizayo.”

Amasheya e-Tesco abuyele emuva ku-0.5% kuya ku-242.4p ngemuva kokukhuphuka kwakamuva.

Isibuyekezo sasekuseni

Omaka & Spencer ithumele ukukhula okucishe kube ngu-10% ekuthengisweni kweqembu ngekota yesithathu ehlanganisa uKhisimusi, njengoba kokubili ukuthengiswa kokudla nezingubo kubone ukukhula okuqinile.

Ukuthengiswa kokudla kunyuke ngo-10.2% kanti ukuthengiswa okufanayo kukhuphuke ngo-6.3%, kwakhiwa ekusebenzeni okuqinile kukaKhisimusi okubikwe ngo-2021.

I-M&S ithe isebenze kahle kakhulu emakethe kukho kokubili inani nevolumu njengoba itshale ngekhwalithi nenani elithembekile.

Ukutshalwa kwezimali ekwenzile ohlwini lwayo Lwenani Eliphawulekayo kubangele ukukhula okunamandla kwamavolumu ngale migqa manje kobhasikidi abangaphezu kuka-20%, kuyilapho ukuthengiswa kweqoqo eliphezulu le-M&S Assortment nakho kukhule ngaphezu kuka-20%.

Ukuthengisa ezitolo zokuvuselela kabusha kusebenze kahle ngokukhula okuqinile kokuthengisa ezitolo ezinjengeLondon Colney kanye ne-Oatlands Harrogate.

Imiqulu ye-M&S nge-Ocado Retail imele u-30% wesilinganiso sikabhasikidi ku-Ocado.com phakathi nenani eliphakeme likaKhisimusi.

Ukuthengiswa kwezingubo nezindlu kukhuphuke ngo-8.8% ngokuthengiswa okufanayo kwenyuke ngo-8.6% nokusebenza kahle ngaphambi kwemakethe.

Ukuthengiswa kwezitolo kukhuphuke ngo-12.8% ngokusebenza kwangaphambi kwesikhathi okuvelele okuvela ezitolo ezintsha, kuyilapho ukuthengiswa kwe-inthanethi kukhuphuke ngo-0.7%, okuqhutshwa ukukhula okungu-33% ngohlelo lokusebenza lwe-M&S, ngokusebenza okuqinile kokuchofoza nokuqoqa ukuthengisa.

Ukuthengiswa kwamazwe ngamazwe kukhuphuke ngo-12.5% ​​ngemali eqhubekayo ngokukhula okuqinile kokuthengiswa kwezitolo ezimakethe ezibalulekile zama-franchise e-Center East kanye nezimakethe eziphethwe kuhlanganise ne-India.

I-M&S iphinde yaphinda isiqondiso senzuzo sangaphambilini naphezu “kwemimoya ecacile yezomnotho omkhulu kanye nengcindezi yezindleko”.

U-CEO uStuart Machin uphawule wathi: “I-M&S ibambe umfutho wezohwebo phakathi nekota ephezulu futhi kokubili Ukudla Nezingubo Nekhaya kulethe ukukhula okuqinile.

“I-M&S Meals iqhube kahle kakhulu emakethe ngomthamo nangenani esikhathini sikaKhisimusi esibalulekile samasonto amane onyakeni wesibili futhi yafinyelela isabelo sayo semakethe esikhulu kunazo zonke esake saqoshwa. Izembatho Nekhaya zilethe okunye ukusebenza okuhle kakhulu, igcina isikhundla sayo sobuholi bemakethe ngesabelo sayo semakethe esiphezulu kakhulu eminyakeni eyisikhombisa.

“Lokhu kusebenza okweqile bekugqugquzelwa yi-M&S yenza lokho ekwenza kahle kakhulu; umkhiqizo oyingqayizivele ngenani ongalethemba. Ngenxa yekhwalithi yethu engenakuqhathaniswa, ukusungula izinto ezintsha kanye nezitayela ezikhulayo zokuqinisekisa, amakhasimende amaningi athenge nge-M&S ngesikhathi sikaKhisimusi kuneminyaka yakamuva. Ngithanda ukubonga bonke ozakwethu ngenkonzo enhle abenzile.

“Ngenxa yengcindezi yokwehla kwamandla emali ethinta amakhasimende ethu kanye nebhizinisi lethu, i-M&S ithatha isinyathelo sokunciphisa izindleko futhi iqinise isiphakamiso samakhasimende ethu. Ukugxila kwethu ebunyeni kusekuletheni uhlelo lwe-M&S Reshaped ukuze luqhubekisele phambili ukukhula nokudalwa kwenani njengomthengisi ohamba phambili wase-UK wamashaneli wonke. Lokhu kusebenza kuwo womabili amabhizinisi ethu kunikeza ukuzethemba ekuletheni imiphumela yethu yonyaka ogcwele.”

Tesco inyama packer Iqembu le-Hilton Meals ikhiphe isibuyekezo sokuhweba samasonto angama-52 aphele ngomhlaka-1 Januwari 2023, esithe sasihambisana nalokho okulindelekile.

Phakathi nonyaka, ithe kube nokukhula okuqhubekayo kwemali engenayo uma kuqhathaniswa nesikhathi esifanayo ngo-2021 kanye nokusebenza “okujabulisayo” ngaphambi kwesikhathi samaholide.

E-UK nase-Eire iqhubekile nokuthuthuka, ngesikhathi sokuhweba ngoKhisimusi esiqinile, kanti futhi igxile ezinhlelweni eziningi zokonga izindleko.

Ngaphezu kwalokho, iqhubekile nokutshalwa kwezimali ku-automation, izinzuzo zayo ezizobonakala ngo-2023. Inqubekelaphambili yakamuva ukuze kudlule futhi kuncishiswe ukwenyuka kwezindleko okungakaze kubonwe, ikakhulukazi ebhizinisini le-UK Seafood, “besikhuthaza” futhi “kusishiya sibekwe kahle. siqala unyaka omusha”.

Ku-APAC ibone ukukhula okuqinile okuvela ezikhungweni zayo ezintathu e-Australia futhi, kuhambisana nonyaka wokuqala ogcwele wokuhweba epaki lethu lokudla laseNew Zealand.

Amanye amabhizinisi ase-Europe asebenze kahle ngemali engenayo ngaphambi konyaka odlule, ahlomula ekuthengweni kweFoppen nokuhweba okuqinile ikakhulukazi e-Europe Emaphakathi, eqhutshwa ukuqhubeka nokusebenza kwebhizinisi layo lokudla okusha kanye nezimakethe zaseScandinavia.

U-Hilton uthe uhlezi eqiniseka ngombono ka-2023 uma kubhekwa ukusebenza kwawo kwakamuva kohwebo, ukunikezwa kwemikhiqizo ehlukahlukene, izikhungo zobuciko ezisezingeni eliphezulu kanye nobuchwepheshe obuqhutshwa yithekhnoloji ye-supply chain.

NgoZibandlela yamemezela ukungena kwethu eNingizimu-mpumalanga ye-Asia ngokusebenzisana namasu ne-Nation Meals futhi yathi iyaqhubeka nokuhlola ukwanda okubanzi kwezindawo kanye namathuba okukhula ezimakethe ezikhona.

Amawayini Virgin ibone ukwehla kwe-£ 7m ekuthengisweni ezinyangeni eziyisithupha kuya ku-31 Disemba njenge-inflation, izingcindezi zezindleko zokuphila, ukudlula kweNdlovukazi kanye neziteleka zeposi kuhlasela ukuthengiswa ezinyangeni eziyisithupha kuya ku-31 December.

Isamba semali engenayo yalesi sikhathi bekungu-£33.7m, yehle isuka ku-£40.5m, naphezu kwamazinga aqinile okutholwa kwamakhasimende.

Ukuthengiswa kukaSepthemba kuthinteke kakhulu ukumiswa kwayo yonke imisebenzi yokumaketha ngemva kokudlula emhlabeni kweNdlovukazi (okunomthelela olinganiselwe ekuthengisweni okungaba u-£1.7m), kuyilapho isikhathi samaholidi sithikamezekile yizindaba zangaphandle nezangaphakathi.

Ukuqaliswa kwakamuva kohlelo olusha lokuphathwa kwempahla kuholele ebunzimeni bokusebenza, okudala ukusalela emuva kwama-oda emasontweni afinyelela inani eliphakeme likaKhisimusi. Inkampani yandise isabelo sayo sabasebenzi kuzo zombili lezi zindawo zokugcina izimpahla ukuze inciphise lokhu kubambezeleka futhi ilawule amazinga esevisi yamakhasimende, okuholele ezindlekweni eziphuma kanye nje kuphela kwikota yakamuva.

Ngaphezu kwalokho, ngenxa yeziteleka zeposi kanye nesimo sezulu esibi ngaphambi kukaKhisimusi, izithunywa eziningi zaletha izinsuku ezinqanyuliwe zokulethwa kanye nokuncipha komthamo wama-trailer, okusho ukuthi kunqanyulwe ama-oda ethu kaKhisimusi isonto elilodwa ngaphambi kwesikhathi esivamile ukuze kuqinisekiswe ukulethwa kwamakhasimende ngesikhathi sikaKhisimusi kubiza cishe u-£1.5m ekuthengisweni okulahlekile.

Kodwa-ke, iqhubekile nokuheha amakhasimende amasha ngamanani abalulekile, inabasebenzi abasha abangu-60,000 phakathi naleso sikhathi, ama-4% ngaphambi kwesikhathi esiqhathanisekayo ngonyaka odlule kanye nokwanda kwe-LFL ngama-24% phakathi ne-Q2.

Iqembu lithe liyaqhubeka nokwenza inzuzo ngemali egciniwe eqinile, futhi ibhodi lilindele ukusebenza okuphezulu ezinyangeni eziyisithupha ezizayo ukuthi kuhlale kuqinile, nakuba imali engenayo yonyaka ogcwele kanye nenzuzo izothinteka yizici ezithinta ukuthengiswa kwengxenye yokuqala.

Ngenxa yalokhu, manje ilindele ukuthi imali engenayo yonyaka ogcwele ibe cishe ku-£63m kanye nonyaka ogcwele we-EBITDA imajini ibe phakathi kuka-4% no-5%. Ibhodi lilindele umkhawulo we-EBITDA ongaphansi okungabandakanyi izici ezihlukile ukuthi zibe phezulu ngo-2%, kububanzi obungu-6-7%.

U-CEO u-Jay Wright uphawule wathi: “Sidumele ngokwenza kwethu inzuzo esikhathini esinzima sokuhweba, esiye sabhebhethekiswa yizimo ezingavamile. Kodwa-ke, imodeli yethu yebhizinisi eyisisekelo ihlala iqinile njengoba isiphakamiso sabathengi siqhubeka nokuzwakala kakhulu. Siyajabula ukuthi sihehe isibalo esanda kakhulu samakhasimende amasha ohlelweni lwethu lwe-WineBank, ubudlelwano bethu be-Saga buqale ngendlela ethembisayo futhi nobunye ubudlelwano bethu bezentengiselwano buyaqhubeka nokwenza kahle.

“Nakuba sikhumbula ingcindezi ekhona ebhizinisini, ikakhulukazi maqondana nokwehla kwamandla emali, sihlala siqiniseka ngamathemba ethu esikhathi esizayo, siqhutshwa amandla aqhubekayo omkhiqizo, ukunikela kwethu okuyingqayizivele kanye nesisekelo samakhasimende esithembekile.”

Ekugcineni, umtshali wempahla I-Grocery store Revenue REIT ithole enye ingxenye ebhizinisini layo elihlanganyelwe neBritish Airways Pension Trustees Ltd.

Ithole inzuzo enenzuzo ye-BAPTL engu-25.5% ku-Sainbury’s Reversion Portfolio ngo-£196m, okuholele ekutheni manje ibambe u-51% wephothifoliyo.

Ama-49% asele aphethwe yi-Sainsbury’s.

Ukutholwa kuxhaswe ngokuphelele yisikhungo esisha sezikweletu esinikezwe i-JPMorgan Chase Financial institution.

Ezimakethe namuhla ekuseni, i-FTSE 100 inyuke ngo-0.5% yaya ku-7,765.4pts.

Izikhuphukeli zakuqala zihlanganisa i-THG, ikhuphuke ngo-7.2% iye ku-64.2p, i-Hilton Meals Group, ikhuphuke ngo-7.1% yaya ku-586.8p kanye noMcBride, ikhuphuke ngo-3.2% yaya ku-24p.

Abawayo bahlanganisa i-Virgin Wines, ehle ngo-20% kuya ku-58p, i-B&M European Worth Retail, ehle ngo-4% yaya ku-433.6p kanye ne-Marks & Spencer, yehle ngo-1.5% yaya ku-141.2p.

Izolo eDolobheni

I-FTSE 100 inyakaze ekwehleni kokuqala konyaka ngoLwesibili, yakhuphuka ngo-0.4% yaya ku-7,725pts izolo.

I-Sainsbury yehle ngo-1.6% yaya ku-241.9p naphezu kokuthumela izibuyekezo eziqinile zokuhweba zikaKhisimusi, nakuba inkampani isasele cishe ngo-9% unyaka wonke ngemuva kokuthi ukuthengiswa okuhle okulindelwe kufakwe enanini layo lesabelo.

I-Fallers ihlanganise i-Deliveroo, ehle ngo-5% yaya ku-91.6p, i-Lodge Chocolat, yehle ngo-2.4% yaya ku-181.5p, i-Nichols, yehle ngo-1.8% yaya ku-1,080p, i-Bakkavor, yehle ngo-1.8% yaya ku-100p kanye ne-Britvic, yehle ngo-1.3% yaya ku-758p.

Ama-Risers ahlanganisa i-THG, ekhuphuke ngo-5.2% yaya ku-59.9p, PZ Cussons, ekhuphuke ngo-3.3% yaya ku-218p, Izilwane Ezifuywayo Ekhaya, ekhuphuke ngo-2.8% yaya ku-322p, Simply Eat Takeaway.com, ekhuphuke ngo-2.5% yaya ku-2,083p, Premier Meals, ikhuphuke ngo-2.3% 113.8p, Tate & Lyle, ikhuphuke ngo-1.9% ukuya ku-760.2p futhi AG Barr, ikhuphuke ngo-1.9% kuya ku-546p.





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