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Marks & Spencer Group (MKS) investor relations material
Marks & Spencer Group Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record customer numbers during the Christmas period, with strong performance in Food and improving trends in Fashion, Home & Beauty.
Continued progress in the 'Reshaping' strategy, focusing on value, innovation, and store transformation.
Financial highlights
Group sales rose 24.2% year-over-year for the 13 weeks to 27 December 2025; excluding Ocado Retail, group sales increased 3.3%.
Food sales grew 6.6% (LFL +5.6%), with UK volume up 2.3%.
Fashion, Home & Beauty sales declined 2.5% (LFL -2.9%), with online growth offset by lower store sales.
International sales increased 0.9% year-over-year.
Ocado Retail sales up 13.7%, driven by 10.7% volume and 11.0% order growth.
Outlook and guidance
Full-year guidance remains unchanged.
Plans to accelerate the reshaping strategy in 2026, focusing on product innovation, value, store and online transformation, supply chain improvements, and cost reductions.
- TimeTickerHeadlineOpen
- ELS
2025 revenue surged 11x to $23M, with strong cash and major contracts driving 2026 growth. - BOTX
Record gold output and profit, with investments driving strong growth outlook for 2026. - BAJAJFINSV
Q3 FY26 profit was flat at ₹2,229 crore as strong growth was offset by one-time charges. - WAF
Sales and EBITDA fell, but 300 mm wafer demand grew as 2026 outlook remains challenging. - DEVYANI
Q3 FY26 saw double-digit revenue growth, margin gains, net losses, and major strategic changes. - 500870
Record revenue, 8% volume growth, and robust margins highlight a strong FY25 performance. - 9928
Strong growth in sales and profits, with robust service revenue and positive full-year outlook. - PARADEEP
Revenue and profit surged on higher volumes, MCFL merger, and expansion initiatives. - ADVANC
Net profit surged to Bt47.9bn in 2025, with strong revenue growth and major digital investments. - SOLARINDS
Q3 FY26 revenue up 29%, PAT up 38%, with order book over ₹21,200 crore.
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