Added to YB: 2026-06-02
Pitch date: 2026-05-29
MKS.L [neutral]
Marks and Spencer Group plc
+8.55%
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 7.7B
Pitch Price
GBP 3.53
Price Target
N/A
Dividend
1.12%
EV/EBITDA
9.34
P/E
30.59
EV/Sales
0.60
Sector
Consumer Staples Distribution and Retail
Category
special_situation
Theodosian Capital | Stocks Update 29/5/2026 - MKS – Competitor newsflow; Big shop
MKS.L (update): UK retailer. Morrisons may use Myton food mfg unit to supply rivals as PE-owned grocers (Morrisons £3.2bn net debt; Asda) struggle w/ leverage. M&S net cash = edge; potential consolidation targets incl Booths, Waitrose. Expanding frozen for 'big shop.' 10.8x FY27 EPS, 2.1% yield.
Read full article (2 min)