8 Quotes by Nick Bubb

Persuading George Davies to stay is quite a coup for Stuart Rose.

If it's bad for Next, it'll probably be worse of Marks & Spencer.

The area which interests us is the sector that was hit the hardest in 2005, namely the big-ticket household goods retailers. All three have begun to recover and develop promising chart patterns.

This would be earnings enhancing from the start.

The deal would create an extremely powerful group with both mega-store and warehouse formats that should be the envy of the world.

The one major data point we have yet to see from the retail sector is M&S,

This amounts to a profit warning ... and it's hard to avoid connecting (Alan Giles' departure) with the profit warning. My reaction would be to cut 20 million pounds off my (pre-tax) profit forecast to 90 million pounds.

It's surprising that the private-equity funds seem to think there's upside. It seems quite a full price to pay.