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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.
- Robust growth and resilience marked by strong results, cyber recovery, and ongoing transformation.MKS
AGM 20253 Feb 2026 - Profitable growth, cost discipline, and digital expansion drive market share and operational gains.MKS
Deutsche Bank’s Depositary Receipts Virtual Investor Conference20 Jan 2026 - Profit before tax and adjusting items up 17.2%, led by strong Food and Clothing & Home growth.MKS
H1 24/2516 Jan 2026 - Profit before tax and adjusting items up 17.2% to £407.8m, led by strong Food and Clothing sales.MKS
H1 24/25 (Q&A)16 Jan 2026 - Transformation and digital upgrades drive growth, margin gains, and cost savings by FY28.MKS
Investor Update15 Jan 2026 - Cyber incident drove profit down, but sales growth and transformation support a positive outlook.MKS
H1 25/2615 Dec 2025 - Cyber incident cut profit 55%, but sales rose 22% and Food outperformed.MKS
H1 25/26 (Q&A)12 Dec 2025 - Adjusted PBT up 22.2% to £875.5m; strong growth in Food and Fashion, Home & Beauty.MKS
H2 24/2524 Nov 2025 - Strong sales and profit growth, but cyber incident to impact profit by £300m this year.MKS
H2 2025 (Q&A)21 Nov 2025
Next Marks & Spencer Group earnings date
Next Marks & Spencer Group earnings date
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