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January 11, 2015

テスコ、2015年、第3四半期、苦戦!

Like-for-Like Sales Growth (Inc. VAT, Exc. Fuel)
・Q32014/15:
・UK(4.2)%、Asia(5.0)%、Europe (1.2)%、International(3.1)%、Group(3.8)%
・Group sales for the 19 weeks to 3 January 2015 declined by (0.6)% at constant rates, including fuel and(1.0)% excluding fuel. At actual rates, sales declined by (1.9)% including fuel and by (2.3)% excludingfuel.

TESCO:TRADING STATEMENT for 19 weeks ended 3 January 2015:
・8 January 2015
・http://www.tescoplc.com/index.asp
・http://www.tescoplc.com/files/pdf/results/2015/14-15_trading_statement/14-15_trading_statement.pdf
・Investing in a better offer for Tesco customers is driving a step up in underlying business performance
Broad-based improvement in the UK business resulting in like-for-like sales performance of(2.9)% in last 19 weeks versus (5.4)% in Q2. This includes like-for-like sales performance of(0.3)% for the six-week Christmas period
・All UK formats and categories improved like-for-like performance. In the six week Christmas period, this included:
 →Grocery home shopping +12.9%, general merchandise online +22.2% and clothingonline +52.4%
 →Express format +4.9%, overall general merchandise +4.8% and fresh food volumegrowth for first time in five years
・Europe returned to positive like-for-like sales growth of +1.0% in last six weeks
・Announcing progress on our immediate priorities, including a significant cost-efficiency programme and a reduction in capital expenditure to £1bn in 2015/16
・Decision not to pay a final dividend for 2014/15

Dave Lewis – Chief Executive
・“We are seeing the benefits of listening to our customers. The investments we are making in service,availability and selectively in price are already resulting in a better shopping experience. A broad-based improvement has built gradually through the third quarter, leading to a strong Christmas trading performance.
・We have some very difficult changes to make. I am very conscious that the consequences of these changes are significant for all stakeholders in our business but we are facing the reality of the situation.Our recent performance gives us confidence that when we pull together and put the customer first we can deliver the right results.”

PI研のコメント:
・テスコの最新の営業状況、Q3(第3四半期)、2014/15です。特に、Asia(5.0)%と、アジアの既存店は苦戦しています。また、本国、イギリスをはじめ、世界各国でも軒並み既存店はマイナスであり、その苦境がしのばれます。テスコ、これを受けて、本格的なリストラに入るとのことで、試練の段階に突入です。CEO、 Dave Lewis 氏は「We have some very difficult changes to make.」に加え、「I am very conscious that the consequences of these changes are significant for all stakeholders in our business but we are facing the reality of the situation.」とコメントしており、 「facing the reality of the situation」とのことですので、その決意のほどが伺われます。いよいよ、ダンハンビーの売却が現実を帯びてきたといえます。

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January 11, 2015 |

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