What is Marks and Spencer Group PLC?
Marks and Spencer Group plc operates various retail stores.
The story behind the price, the case for and against, and what could go wrong. Open a part to read it.
Marks and Spencer Group plc operates various retail stores. It operates through Fashion, Home & Beauty; Food; International; and Ocado segments. The company is listed on the LSE in UK, operating in the Consumer Cyclical sector, with a market capitalisation of 8.50B, and a P/E ratio of 34.2x.
A short list of Consumer Cyclical names that are close enough in size to make side-by-side comparison useful.
Openbook research
A Tesco stock analysis grounded in the FY2025/26 preliminary results. It covers segment margins, UK market share, free cash flow and the reported Central Europe sale.
UK payrolls fell 26,000 in August and Marks and Spencer rose 2.64 percent. Why the rate read behind that move is not the one the market assumed.
ABF upgraded FY26 earnings and the shares still fell 9.1 percent. Sugar losses guided to 70m-170m pounds for FY27 reset the base ahead of the demerger.
Dunelm held FY26 profit at 211.0m pounds and guided FY27 broadly flat after a hot spell hit trading. Its 100m cost plan pays out in FY29, not now.