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Added to YB: 2024-11-19

Pitch date: 2024-09-30

TSCO.L [bullish]

Tesco PLC

-0.99%

current return

Author Info

No bio for this author

Company Info

Tesco PLC, together with its subsidiaries, operates as a grocery retailer in the United Kingdom, Republic of Ireland, the Czech Republic, Slovakia, and Hungary.

Market Cap

GBP 23.2B

Pitch Price

GBP 3.54

Price Target

N/A

Dividend

3.62%

Sector

Consumer Staples Distribution and Retail

Category

value

L1 Capital Long Short Fund Portfolio Holding: Tesco PLC

TSCO.L: UK's top grocer (28% share), strong balance sheet, property assets 70% of mkt cap. Gaining share, cash generative, buybacks from bank sale. 13x FY25 P/E vs peers 20x+. H1 beat, upgraded guidance. Volume growth as inflation eases. Double-digit EPS growth expected.

Read full article (1 min)