All articles by Clive Black – Page 2
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Comment and Opinion
Get ready for the return of inflation
From the high economic skies we see a Britain that continues to grow quite robustly, circa 2% GDP
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Comment and Opinion
FSA should be challenged on its foodborne illness data
”The FSA deserves credit for the way it has gone about seeking to tackle the serious issue of campylobacter”
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Comment and Opinion
Waitrose MD Mark Price leaves legacy to be proud of
After a third of a century with the John Lewis Partnership, Mark Price has decided to explore pastures new
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Comment and Opinion
What prospects now for the supermarkets?
Clive Black of Shore Capital warns investors to be patient
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Comment and Opinion
Aldi flies the Union flag for Rio Olympics
Will Aldi’s sponsorship of British athletics prompt other retailers to start shouting more about their British credentials?
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News
Milk protests: Sympathy works two ways
Instead of lashing out at supermarkets, dairy farmers need careful, balanced analysis of their situation
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Comment and Opinion
Food price deflation will ease at best
British food is grappling with deflation, which has been part of the trading scene for all of 2015
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Comment and Opinion
Opinion: Competition & Markets Authority must face the music
Non-protected government spending is set to be substantially cut as budgetary policy seeks balance…
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Comment and Opinion
Shore Capital is cautiously optimistic for supermarkets
What prospects now for the UK consumer economy and the big supermarkets after a general election that surprised the pollsters?
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Comment and Opinion
Aldi and Lidl will have to work harder to keep up progress
Complacency has changed the structure of the British grocery market and the discounters are now a firm part of its future
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Comment and Opinion
Discounters force SKU hierarchy reappraisal
Private-label development in the UK has been characterised for some years now by the ‘good, better, best’ hierarchy…
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Comment and Opinion
There's light at the end of the grocery tunnel
After about four years of perpetual gloom and doom for the British superstore scene…
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Comment and Opinion
Shoppers set for a good 2015 - at least the first half
We feel pretty confident in asserting 2015 will be a very good year for shoppers, at least the first half of it…
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Comment and Opinion
2014 was a wake-up call for big four British supermarkets
The big four will be saying “good riddance” to yet another year. That is the price of taking one’s customers for granted…
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Comment and Opinion
The flabby big four need to shape up to fight rivals
In an expanding market over several decades, superstore operators grew their businesses in the UK…
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Comment and Opinion
Stop the big price-matching yawn and focus on lower prices
There have been two notable developments in the price-matching world recently…
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Comment and Opinion
Horsemeat scandal lessons must be learnt
The horsemeat scandal was a dark moment for the British food industry, and the meat industry in particular…
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Comment and Opinion
Tesco UK must be top priority for Dave Lewis
The announcement of Philip Clarke’s pending departure from Tesco was melancholy for all concerned…
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Comment and Opinion
Netto move by Sainsbury's is risky but astute
Sainsbury’s decision to enter the British Limited Assortment Discount (LAD) market came as quite a surprise…
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Comment and Opinion
Aldi and Lidl are major opportunity for brands
In the Valleys what the lads mean for the props may be a discussion about forwards and backs…