Overall the takeaways were predictable given personnel changes recently with Clothing & Home showing some progress according to the company but along with the accompanying supply chain behind schedule while food was more upbeat. The disclosures also highlighted how far M&S has to travel to achieve a sufficient food offer for the Ocado JV. Our store visits suggest to us that clothing SKU reduction and sub-brand de-fenestration are resulting in a further-weakened offer in Womenswear in
02 Oct 2019
Its Going to Take a Long Time
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Its Going to Take a Long Time
Marks and Spencer Group plc (MKS:LON) | 265 0 0.0% | Mkt Cap: 5,377m
- Published:
02 Oct 2019 -
Author:
Tony Shiret -
Pages:
3
Overall the takeaways were predictable given personnel changes recently with Clothing & Home showing some progress according to the company but along with the accompanying supply chain behind schedule while food was more upbeat. The disclosures also highlighted how far M&S has to travel to achieve a sufficient food offer for the Ocado JV. Our store visits suggest to us that clothing SKU reduction and sub-brand de-fenestration are resulting in a further-weakened offer in Womenswear in