Added to YB: 2026-08-06
Pitch date: 2026-07-31
MKS.L [neutral]
Marks and Spencer Group plc
+0.52%
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 8.5B
Pitch Price
GBP 4.07
Price Target
N/A
Dividend
1.02%
EV/EBITDA
10.02
P/E
33.34
EV/Sales
0.64
Sector
Consumer Staples Distribution and Retail
Category
value
Theodosian Capital | Stocks Update 31/7/2026 - MKS – Contingent liability falls to zero
MKS.L (update): Ocado quietly dropped its £191m contingent payment demand from the retail JV—positive, though MKS already booked liability at zero. MKS refuses new warehouse commitments until better terms, possibly leveraged by its £340m Northamptonshire food hub. Trades 11.3x FY28 EPS, 2.2% yield.
Read full article (1 min)