Wonderful to have Nick Bubb on the podcast this week. We discuss:
🎄 Christmas trading results – winners and losers.
đź’» Why electricals retailing is poised for a comeback in 2024.
📉 What JD Sports’ and Burberry’s profit warnings tell us about the state of retail.
🛍 What went wrong at John Lewis and whether Peter Ruis can revive the brand.
👗 Frasers’ stake-building strategy – what is the end game for Asos and Boohoo?
đź›’ Supermarket switching and the importance of physical stores in food retail.
TLDL: skip to 26 minutes to hear 3 reasons why Currys is Nick’s tip of 2024. Last year, he picked Marks & Spencer so I’d listen up!
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