Added to YB: 2026-05-26
Pitch date: 2026-05-22
MKS.L [neutral]
Marks and Spencer Group plc
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
N/A
Price Target
7.00 (+100%)
Dividend
1.21%
EV/EBITDA
6.74
P/E
28.23
EV/Sales
0.56
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Theodosian Capital | Stocks Update 22/5/2026 - MKS – Transition, then tailwinds
MKS.L (update): FY26 adj PBT £671M (-24% YoY) on cyber disruption, but H2 profits +4% YoY showing recovery. Food sales +7%, margin 4.6%; Fashion -7.7%, margin 5.5%. Store rotation ongoing, new distribution hubs to rewire supply chain, Sparks relaunched. Net cash £338M, strong balance sheet vs peers. Dividend +16% to 4.2p. Trading 11x FY27 PE; mgmt sees path to double on structural improvements.
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