Added to YB: 2026-06-02
Pitch date: 2026-05-29
MKS.L [neutral]
Marks and Spencer Group plc
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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 7.2B
Pitch Price
N/A
Price Target
N/A
Dividend
1.18%
EV/EBITDA
6.87
P/E
28.93
EV/Sales
0.57
Sector
Consumer Staples Distribution and Retail
Category
special_situation
Show full summary:
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)