Morrisons – Competitive Positioning & Takeover Scenarios – 9 July 2021

  • Public Equity
  • Consumer
  • Europe


Former Director at Wm Morrison Supermarkets plc


  • Like-for-like sales within Morrisons (LON: MRW), including coronavirus-driven trends and outlook
  • Morrisons' price positioning vs Asda, Tesco (LON: TSCO), Sainsbury's (LON: SBRY) and discounters
  • Margin outlook and cost mitigation strategies
  • Growth and value-add opportunities within Morrisons
  • Potential carve-out and takeover scenarios


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