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Added to YB: 2025-12-02

Pitch date: 2025-11-28

MKS.L [neutral]

Marks and Spencer Group plc

-8.24%

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 3.47

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

turnaround

Show full summary:
Theodosian Capital | Stocks Update 28/11/2025 - MKS – Gobbling up Food sites

MKS.L (update): Plans 500 new food store sites, targeting 420 food-only stores by decade-end vs 316 now, aims to double food business size. Reducing full-line stores 247→180 as clothing shifts digital. Trades 10.3x FY27 consensus earnings, 1.9% yield. Ominous for food retail rivals.

Read full article (1 min)