The incremental impact of the Morrisons price cuts to creditors is small, but it underlines the low consumer confidence and the
Read MoreThe produce business has a value of c£600m to an external buyer, but the level of integration with its supermarkets may make this a strategic asset for
Read MoreThe new tills are designed to draw more customers to use the self-checkout. Fewer till staff will reduce costs, and in an increasingly
Read MoreContinued cost-cutting at Morrisons has been well trailed by management. When the convenience buying team is merged with
Read MoreIn October 2025, we estimated the value of the full Morrisons Pharmacy business to be £170m. Press reports now suggest only a partial sale of
Read MoreAldi's investment in its stores is a response to investment programs by the rest of the industry. Aldi/Lidl are already cheaper, but run on fewer
Read MoreThe main question we have about raising debt against property assets is, why? With no medium-term maturities, it is unlikely to be a matter of
Read MoreUSDAW is understandably angry that its members working for Morrisons are receiving lower pay rises, but the government's additional
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A commendable set of Q4 (Oct 2025) results from Morrisons in a tough trading environment. The Q4 and FY Revenue figure is
Read MoreOur valuation of the Rathbones bread business in November 2024 was c€80m based on FYE 2023 results, but the business has
Read MoreSupermarkets are looking for ways to boost gross margins, and a more aggressive approach to lagging outlets
Read MoreHaving store staff walking about the store filling baskets is the least efficient solution, particularly when it is their second job. In-store picking
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The in-store pharmacy business at Morrisons is worth about £170m, so a sale would be useful but not game-changing. The rationale behind owning
Read MoreThe new instant delivery service will not significantly impact volumes at Morrisons. Morrisons Now is not intended to replace the weekly shop (online or in-store), but it does
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Morrisons will remain under pressure as price competition continues. However, Morrisons has access to capital via the S&L market (at
Read MoreGiven the competitive UK environment, Morrisons' loss of its marketing director after two months reflects poorly on the company. CEO Rami Baitiéh will need to
Read MoreAldi grew sales 6.3% (vs inflation of 5.2%) and continues to close the gap on Morrisons. Given that grocery inflation is at the same
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