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MKS.L London Stock Exchange Food Retail & Distribution

Marks and Spencer Group PLC

$410,60
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1,15 %
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About

Marks and Spencer Group PLC operates in the food retail and distribution sector, generating revenue primarily through the sale of food and general merchandise in physical stores and online.

Business. Marks and Spencer Group PLC (MKS.L) is a food retail and distribution company headquartered in the United Kingdom. The firm operates within the Consumer Non-Cyclicals sector, specifically focusing on the Food & Drug Retailing industry. It is primarily listed on the London Stock Exchange. Specific operating segments and geographic revenue breakdowns are not provided in the available data.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Drug Retailing
IndustryFood Retail & Distribution
Generated · model-assisted
Sell-side consensus
BUY16 analysts
14 buy2 hold0 sell
Avg 12m price target427,43

Analyst recommendations

16 analysts · consensus Buy
Buy14
Hold2
Sell0
12-month price target
427,43
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
16 analysts · indicative
Ownership
PNC Investments LLC
largest disclosed fund holder
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning MKS.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to MKS.L. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Marks and Spencer Group PLC (MKS.L) is a food retail and distribution company headquartered in the United Kingdom. The firm operates within the Consumer Non-Cyclicals sector, specifically focusing on the Food & Drug Retailing industry. It is primarily listed on the London Stock Exchange. Specific operating segments and geographic revenue breakdowns are not provided in the available data.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Drug Retailing
    IndustryFood Retail & Distribution
    AI synthesis
    GENERATED

    ### Capital Structure and Liquidity The company has a basic and diluted share count of 2,065,508,599 shares outstanding, indicating no immediate dilution pressure from share-based compensation or convertible instruments. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.

    ### Profitability and Returns Profitability metrics and returns relative to industry_config preferred metrics are not available in the current dataset. The company's performance against cohort medians in metrics such as ROIC, EBITDA margins, and net profit margins cannot be evaluated at this time.

    ### Segments and Geographic Exposure The company's revenue concentration by segment and geographic exposure is not disclosed in the available data. Analysts and investors should refer to the latest 10-K or annual report for detailed segment and geographic breakdowns.

    ### Growth Trajectory The company's growth trajectory is not quantified in the current dataset. Analysts have provided a mean price target of 427.43 GBP and a median price target of 435.50 GBP, with a mean recommendation of 1.81 (1=strong buy, 5=strong sell).

    ### Risk Factors The company faces low dilution risk, with no significant dilution sources identified in the current dataset. However, liquidity risk remains unassessed due to missing balance-sheet data. No recent filings or transcripts are available to identify new risk factors or strategic shifts.

    ### Recent Events No recent events, such as filings or transcripts, are available in the current dataset to provide insight into the company's recent strategic or operational developments.

    Key takeaways
    • The company has a basic and diluted share count of 2,065,508,599 shares outstanding, indicating no immediate dilution pressure.
    • Analysts have provided a mean price target of 427.43 GBP and a median price target of 435.50 GBP.
    • Liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.
    • The company's profitability and returns relative to industry_config preferred metrics are not available in the current dataset.
    • No recent events or filings are available to provide insight into the company's recent strategic or operational developments.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Annual
    ANNUALFiled 2025-05-21
    FY 2025 · Full-year highlights

    Revenue £13.82B, +6,0% YoY; Operating income −21,9% YoY.

    Revenue£13.82B+6,0 % YoY
    Operating income£620.8M−21,9 % YoY
    Net income£295.7M−31,4 % YoY
    Free cash flow£196.3M−58,9 % YoY
    EPS
    Operating cash flow£1.31B+0,9 % YoY
    Financials
    Income statement
    Revenue£13.82B
    Gross profit£4.61B
    Operating income£620.8M
    Net income£295.7M
    Margins
    Gross margin33.3%
    Operating margin4.5%
    Net margin2.1%
    FCF margin1.4%
    Balance sheet
    Total assets£8.82B
    Total liabilities£5.88B
    Total equity£2.94B
    Cash & equivalents£869.8M
    Long-term debt£2.92B
    Cash flow
    Operating cash flow£1.31B
    CapEx-£506.9M
    Free cash flow£196.3M
    SBC
    P&L flow · revenue → net income
    Revenue £13.82BOperating costs £13.20BTax £325.1MNet income £295.7M
    Highlights
    • Revenue £13.82B, +6,0% YoY
    • Operating income −21,9% YoY
    • Net income −31,4% YoY
    • Free cash flow −58,9% YoY
    • Net margin 2.1%

    Valuation FY

    Market price
    $410,60
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,23
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    16
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-01 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,23
    Revenueno estimateno estimate16,8B GBP
    Operating incomeno estimateno estimate762,8M GBP
    Full-year consensus mean (period as reported by source) · consensus in GBP. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution16 analysts
    Strong buy5
    Buy9
    Hold2
    Sell0
    Strong sell0
    12-month price target$427,43 · Median $435,50
    Low $360,00High $480,00
    Operating income · consensus762,8M GBP
    EPS surprise
    +34,9 %
    reported vs consensus · beat
    Revenue surprise
    −17,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$360,00
    Mean$427,43
    Median$435,50
    High$480,00
    Spot$410,60
    +4.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • Marks and Spencer Group PLC Market data — financials · 2026-05-28
    • Marks and Spencer Group PLC Market data — analyst estimates · 2026-05-28
    • Marks and Spencer Group PLC Market data — ESG · 2026-05-28

    Ownership & reference

    Top holders

    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Leadership

    • Stuart B. MachinChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    — missing data
    Index membership
    FTSE 100

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    MKS.LCanonical
    London Stock Exchange · USD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2025-05-21 07:00 UTCEARNINGSAnnual results — FY 2025 Revenue GBP 13.82B · Net GBP 295.7M
    2024-05-22 14:58 UTCEARNINGSAnnual results — FY 2024 Revenue GBP 13.04B · Net GBP 431.2M
    2023-05-24 07:00 UTCEARNINGSAnnual results — FY 2023 Revenue GBP 11.93B · Net GBP 363.4M
    2022-05-25 07:00 UTCEARNINGSAnnual results — FY 2022 Revenue GBP 10.89B · Net GBP 306.6M
    2021-05-26 07:09 UTCEARNINGSAnnual results — FY 2021 Revenue GBP 9.17B · Net GBP -198.0M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage