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Added to YB: 2026-05-20

Pitch date: 2026-05-15

MKS.L [neutral]

Marks and Spencer Group plc

+2.67%

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 6.5B

Pitch Price

GBP 3.18

Price Target

N/A

Dividend

1.19%

EV/EBITDA

10.27

P/E

338.80

EV/Sales

0.60

Sector

Consumer Staples Distribution and Retail

Category

value

Show full summary:
Theodosian Capital | Stocks Update 15/5/2026 - MKS – Material distribution move

MKS.L (update): Acquired 437K sq ft Lichfield warehouse from Asos for £67.5M (~£150/sq ft) to double online sales, opens 2027 w/ 600 staff for Fashion/Home/Beauty. Adds to £340M Food distribution centre due 2029. Improved fulfillment platform boosts competitive positioning. Trades 9.5x FY27 EPS, 2.1% yield. Potential Ocado JV buyout next?

Read full article (1 min)