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Tesco PLC
Video analysis: TSCDF
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News: TSCDF
UBS reiterates 'buy' on Tesco with 545p target as buyback pace impresses
UBS has reiterated its 'buy' rating on Tesco PLC (LSE:TSCO), keeping a 12-month price target of 545p and pointing to a share price return potential of 16.45%. Analysts Sreedhar Mahamkali and Angelo Mangieri made the call in a note dated 3 September, with shares trading at 468p at the time of writing.
Tesco drops as Shore Capital ends three-year buy call
Shares in Tesco PLC (LSE:TSCO) fell on Wednesday after Shore Capital downgraded Britain's largest supermarket group for the first time in more than three years, arguing the shares have run far enough for now. The stock was down 2.6% at 449.7p in late morning trading, valuing the FTSE 100 company at roughly £28 billion.
Sainsbury's and Tesco slip as heatwave keeps shoppers at home
Shares in J Sainsbury PLC (LSE:SBRY) and Tesco PLC (LSE:TSCO) nudged lower in morning trading after figures showed the heatwave continued to weigh on shopper numbers in July. Total UK footfall fell 2.1% on a year earlier, according to data from the British Retail Consortium (BRC) and Sensormatic, which tracks visitor numbers to retail locations.
Tesco's delivery tie-ups given Citi thumbs-up
Tesco PLC's (LSE:TSCO) new partnerships with Uber Eats and Deliveroo offer another route for the supermarket to expand its online business profitably, according to analysts at Citi. The UK's largest grocer said yesterday that it will launch on Uber Eats from August and join Deliveroo later in the summer, giving customers access to groceries through two of the UK's largest delivery platforms.
Summers online shopping trend favours Next but weighs on Primark, says Citi
Currys PLC (LSE:CURY), Tesco PLC (LSE:TSCO) and Kingfisher PLC (LSE:KGF) were among the retailers tipped to benefit from signs that UK consumer spending strengthened in June, while Primark owner Associated British Foods PLC (LSE:ABF) could be one of the main loser as shoppers increasingly bought online. Analysts at Citi said industry data from the British Retail Consortium and Barclaycard pointed to a sequential improvement in retail sales, driven by stronger demand for non-food products.
Tesco: Britain's Premier Supermarket Has Further Upside
Tesco Plc maintains its dominant UK market share at 28.5%, delivering robust growth and profitability despite aggressive competition from Lidl and Aldi. Profitability improved in FY26, with profit after tax up 9.67% to £1.79b, driven by the 'Save to Invest' program and operational efficiencies. Growth engines Tesco Media and Whoosh are delivering incremental upside; Whoosh UK sales grew 51% and contributed £400m in FY26 revenue.
Tesco's trading update shows profits on track but like-for-like sales disappoint, yet brokers see buying opportunity
Tesco PLC (LSE:TSCO) reported first-quarter sales that met expectations but disappointed on underlying store traffic, prompting divergent views from major brokers on the supermarket's near-term prospects. The grocer's UK like-for-like sales, which strip out new store openings and closures, increased 1.8% but fell 50 basis points short of consensus expectations, reflecting what Citi described as a slightly softer start to the quarter.
Tesco's slowdown comes with plenty of caveats from analysts
Tesco PLC's (LSE:TSCO) first-quarter update showed a slowdown in sales growth, but for investors keen to look behind the numbers, analysts had lots of good explanations. The country's biggest supermarket chain reported like-for-like sales growth at 1.8%, down from 3.1% in the previous quarter and well below the 5.1% delivered in the comparable period last year.
