Added to YB: 2025-08-28
Pitch date: 2025-08-22
MKS.L [neutral]
Marks and Spencer Group plc
-9.89%
current return
Author Info
No bio for this author
Company Info
Marks and Spencer Group plc operates various retail stores. It operates through Fashion, Home & Beauty; Food; International; and Ocado segments.
Market Cap
GBP 7.0B
Pitch Price
GBP 3.53
Price Target
N/A
Dividend
1.04%
EV/EBITDA
10.86
P/E
367.90
EV/Sales
0.64
Sector
Consumer Staples Distribution and Retail
Category
value
Theodosian Capital | Stocks Update 22/8/2025 - Marks and Spencer Group plc
MKS.L (update): Surprise £340m investment in 1.3m sq ft automated food distribution center (opening 2029) vs expected Ocado JV expansion raises questions about long-term JV intentions. Ocado has mothballed 1.2m sq ft facility that could be retooled faster. Trades 14.5x forward P/E, lower ex-cyber costs.
Read full article (1 min)