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  1. #4001
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    Quote Originally Posted by JohnnyTheHorse View Post
    Interesting to see they are targeting NZX50 inclusion. Only something like 20% of the shares are eligible for the market cap calculation so there is still a ways to go. Really need Tindall, Foodstuffs or Pascoes to sell down a portion to increase free float.

    Disc: one of my largest holdings in long term portfolio.
    WHS was part of the NZX50 as recently as 2017. Has the shareholder base changed significantly since then?

  2. #4002
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    They are looking to increase capital expenditure.

    What are they up to?

  3. #4003
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    Quote Originally Posted by ratkin View Post
    They are looking to increase capital expenditure.

    What are they up to?
    for store refurbs , new it system to cut costs.
    bull
    One step ahead of the herd

  4. #4004
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    biggest cost savings will come from swas ( store within a store ) probably makes sense on marginal stores to do this , the profitable store will remain stand alone. savings on leases and staff which they say are on there minds as risks. mentioned on this thread donkey years ago swas was the way to go

    growth in NL thru value add services + sales and growth in WHS thru home branding , business hubs + sales while maintaining margins and reducing costs
    Last edited by bull....; 04-05-2021 at 11:34 AM.
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  5. #4005
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    Quote Originally Posted by winner69 View Post
    JB Hifi Q3 sales up 16%

    That's pretty good ....bodes well for Noel Lemming sales
    super retail out saying there sales ahead of last yr and margins are still strong at the moment also nick scalia saying there sales are looking up 100% on the 100% last yer
    bull
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  6. #4006
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    WHS to stop stocking DVD/Blu-rays in stores due to lack of demand (will still sell online, and have some new release titles in store and some school holiday stock). After reading through yesterdays investor day slide deck, I can see how this lines up very well with their inventory management improvements.

    I very much approve of WHS effort to become both New Zealand's version of Amazon.com, as well as maintaining profitable physical store network. It is a juggling act though, and usually these sort of attempts are best done by separating management of both efforts, which they sort of have done with themarket.com (but its dependant on how tight a leash management has them on - for instance how often, if ever, does themarket.com offer products from non-WHS owned stores that undercut in price the WHS-owned offerings? If the answer is never, then themarket.com chances of becoming the amazon.com of NZ are slim).
    Last edited by LaserEyeKiwi; 05-05-2021 at 09:40 AM.

  7. #4007
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    Quarter sales report due this week for WHS possibly Friday... The Warehouse where every shareholder gets a bargain

  8. #4008
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    Quote Originally Posted by LaserEyeKiwi View Post
    WHS to stop stocking DVD/Blu-rays in stores due to lack of demand (will still sell online, and have some new release titles in store and some school holiday stock). After reading through yesterdays investor day slide deck, I can see how this lines up very well with their inventory management improvements.

    I very much approve of WHS effort to become both New Zealand's version of Amazon.com, as well as maintaining profitable physical store network. It is a juggling act though, and usually these sort of attempts are best done by separating management of both efforts, which they sort of have done with themarket.com (but its dependant on how tight a leash management has them on - for instance how often, if ever, does themarket.com offer products from non-WHS owned stores that undercut in price the WHS-owned offerings? If the answer is never, then themarket.com chances of becoming the amazon.com of NZ are slim).
    They take up quite a bit of space in the red sheds, and the section normally devoid of customers. Hardly anyone buys physical copies of games etc anymore, and most people stream music through spotify. As for the movies, with all the streaming services now available there little point buying one in a shop.
    Back in the early/ mid 90s those sections of the store would be packed with customers.

    Be interesting to see what they do with the extra space.

  9. #4009
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    Quote Originally Posted by ratkin View Post
    They take up quite a bit of space in the red sheds, and the section normally devoid of customers. Hardly anyone buys physical copies of games etc anymore, and most people stream music through spotify. As for the movies, with all the streaming services now available there little point buying one in a shop.
    Back in the early/ mid 90s those sections of the store would be packed with customers.

    Be interesting to see what they do with the extra space.
    No more DVDs, no more jewellery counters - and I saw in the investor deck they are adding clothes tables (which they said are common in the clothing retail industry as they allow much more stock in the same floor space.) I wonder if they will move the electronics section (TV/Audio/phones/tablets etc) into the warehouse stationary area in those stores that have it as SWAS (Store-within-a-store)

  10. #4010
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    Seems we have exciting times with all these changes in the Red Sheds
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  11. #4011
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    Briscoes just gave a sales update for the last 3 months (Feb - April): up 78% on year ago period (which included a month in lockdown last year), and up 15% 2 years ago.

  12. #4012
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    Quote Originally Posted by Habits View Post
    Quarter sales report due this week for WHS possibly Friday... The Warehouse where every shareholder gets a bargain
    Back in the "Before" times (2019) - WHS provided its trading update on May 10th, so maybe we won't see the update until next week.

  13. #4013
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    Quote Originally Posted by LaserEyeKiwi View Post
    Back in the "Before" times (2019) - WHS provided its trading update on May 10th, so maybe we won't see the update until next week.
    Apparently delayed news is bad news

  14. #4014
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    Quote Originally Posted by Habits View Post
    Apparently delayed news is bad news
    Don't say that, I just topped up my miniscule holding!

  15. #4015
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    Local warehouse is packed! Profit upgrade is coming soon?

  16. #4016
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    Quote Originally Posted by X-men View Post
    Local warehouse is packed! Profit upgrade is coming soon?
    Same here ....Noel Leeming had quite a few looking at laptops .....and hardly a soul in Briscoes ......Kathmandu man said it’s been very quiet this morning

    Pet shop was doing brisk business
    Last edited by winner69; 08-05-2021 at 12:57 PM.
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  17. #4017
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    U went there 6am winner? They opened 9am eh....

  18. #4018
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    Quote Originally Posted by winner69 View Post
    Same here ....Noel Leeming had quite a few looking at laptops .....and hardly a soul in Briscoes ......Kathmandu man said it’s been very quiet this morning

    Pet shop was doing brisk business
    Re Briskcoes & Katmandont

    Can be deceptive.

    I've staked out a few MHJ stores in my time, and not been impressed, but when the results come in, all is fine.

  19. #4019
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    Quote Originally Posted by X-men View Post
    U went there 6am winner? They opened 9am eh....
    Red Shed buzzing about 10.30

    Never seen a queue at self serve checkout before .....cheated and did the old go to the service desk trick ...they process sales there
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  20. #4020
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    Yes ...yes...I dod that sometimes...hahha...showed my lost face or no speaking english face...then they checked me out at the service desk n I skipped a long Q....hahha

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