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Consumer & Retail

Companies involved in retailing goods, manufacturing motor vehicles and parts, operating restaurants and pub chains, providing hotel and lodging services and offering entertainment content. UK‑listed companies in this sector include Tesco PLC, Sainsbury’s PLC, Pendragon PLC, Whitbread PLC, Mitchells & Butlers PLC and Cineworld Group PLC.

Marks and Spencer Group plc

Marks & Spencer FY2026 profit falls despite strong food performance

Marks & Spencer reported a 23.8% decline in adjusted profit before tax to £671.4m, as disruption from a cyber incident weighed on Fashion, Home & Beauty. Food sales rose 7.0%,..
SSP Group

SSP reports 6% revenue growth and improved first-half profit

SSP Group reported first-half revenue of £1.8bn, up 6%, with underlying operating profit rising 18% as its Focus 26 plan supported margin improvement and cash generation initiatives...
Warpaint London

Skin & Tan targets summer demand with safer tanning focus

Skin & Tan is targeting summer beauty demand with self-tanning products positioned around convenience, skincare and reduced UV exposure...
BRBY

Burberry reports return to sales growth in FY26

Burberry Group plc reported preliminary results for the 52 weeks ended 28 March 2026, with comparable store sales up 2% and adjusted operating profit rising to £160 million. The company..
James Cropper

James Cropper highlights planning discipline in paper and packaging operations

James Cropper explains how disciplined planning and cross-team communication support reliability in specialist paper and packaging manufacturing...
Equipmake

Equipmake turns existing fleets into electric assets

Equipmake’s repowering technology offers fleet operators a practical way to electrify existing vehicles while managing cost, timing and operational risk...
Cooks Coffee

Cooks Coffee builds Irish presence with Powerstown opening

Cooks Coffee Company has opened a new Esquires Coffee café at Powerstown Centre, strengthening its Irish retail presence...
VTY

Vistry targets stronger second half as affordable housing demand expected to recover

Vistry said first-half profit will be significantly below last year due to higher incentives on open market homes and slower market conditions, but expects second-half performance to improve as partner..

Scotch Corner gains relevance as a northern transport and retail hub

Scotch Corner’s historic role as a route decision point is gaining fresh relevance through transport access and the new designer village...
GRG

Greggs Plc sales rise as trading improves

Greggs reported total sales up 7.5% to £800 million in the first 19 weeks of 2026, with like-for-like growth improving in recent weeks and full-year expectations unchanged...
XP Factory

XP Factory delivers FY26 growth and outperforms industry benchmarks

XP Factory reported FY26 revenue of more than £59m, with EBITDA expected to be slightly ahead of revised market expectations. Strong Escape Hunt growth, new site openings and planned cost..
CPG

Compass Group reports double-digit profit growth in HY 2026

Compass Group posted 9% revenue growth and 12% underlying operating profit growth in the six months to 31 March 2026, citing strong demand for outsourcing services and continued margin progression...
FTSE100

FTSE 100 Slides as Retail and Mining Gains Fail to Outweigh Weakness in Defensives

FTSE 100 rises as strong gains in retail and mining stocks outweigh weakness in defensives, with lower oil prices helping selected cyclical names...
JD

JD Sports reports resilient FY26 performance as sales rise 10.5%

JD Sports delivered FY26 sales of £12.7bn, up 10.5%, with profit before tax down 12.0% to £629m. The group outlined FY27 priorities focused on product range, store optimisation, e-commerce, AI..

Scotch Corner Designer Village adds scale to regional investment story

Scotch Corner Designer Village has raised £25.5 million, highlighting investor appetite for destination retail and leisure assets with scale, access and regional reach...
TRN

Trainline delivers higher profits and expands AI strategy in FY2026

Annual results show modest revenue growth but double-digit EBITDA gains, alongside progress in AI integration, international markets, and share buybacks...
Next Plc

NEXT raises full-year profit guidance after strong Q1 sales

NEXT reported a 6.2% rise in first-quarter full price sales and raised full-year profit guidance to £1.218bn, while maintaining sales forecasts for the rest of the year...
Likewise Group

Likewise Group plc (LON:LIKE) Navigates Supply Shocks While Accelerating Growth to £300m Ambition (video)

Tony Brewer explains how supplier relationships, pricing discipline and logistics investment are protecting margins while driving strong growth...

Intentional shopping strengthens the retail property case

Retail property is increasingly being driven by purposeful shoppers, making asset quality, tenant mix and trading evidence more important for investors...
COOK

Cooks Coffee’s Brendan Duigenan outlines Esquires growth strategy and expansion plans

Managing Director Brendan Duigenan explains how awards, multi-site franchisees, and innovation underpin Esquires’ expansion and long-term strategy...

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Consumer & Retail

Marks and Spencer Group plc

Marks & Spencer FY2026 profit falls despite strong food performance

Marks & Spencer reported a 23.8% decline in adjusted profit before tax to £671.4m, as disruption from a cyber incident weighed on Fashion, Home & Beauty. Food sales rose 7.0%, while the group maintained transformation investment and increased its full-year dividend to 4.2p...
SSP Group

SSP reports 6% revenue growth and improved first-half profit

SSP Group reported first-half revenue of £1.8bn, up 6%, with underlying operating profit rising 18% as its Focus 26 plan supported margin improvement and cash generation initiatives...
Warpaint London

Skin & Tan targets summer demand with safer tanning focus

Skin & Tan is targeting summer beauty demand with self-tanning products positioned around convenience, skincare and reduced UV exposure...
BRBY

Burberry reports return to sales growth in FY26

Burberry Group plc reported preliminary results for the 52 weeks ended 28 March 2026, with comparable store sales up 2% and adjusted operating profit rising to £160 million. The company highlighted strong fourth-quarter performance in Greater China and the Americas and expects further progress in FY27...
James Cropper

James Cropper highlights planning discipline in paper and packaging operations

James Cropper explains how disciplined planning and cross-team communication support reliability in specialist paper and packaging manufacturing...
Equipmake

Equipmake turns existing fleets into electric assets

Equipmake’s repowering technology offers fleet operators a practical way to electrify existing vehicles while managing cost, timing and operational risk...
Cooks Coffee

Cooks Coffee builds Irish presence with Powerstown opening

Cooks Coffee Company has opened a new Esquires Coffee café at Powerstown Centre, strengthening its Irish retail presence...
VTY

Vistry targets stronger second half as affordable housing demand expected to recover

Vistry said first-half profit will be significantly below last year due to higher incentives on open market homes and slower market conditions, but expects second-half performance to improve as partner demand increases and debt reduction initiatives take effect...

Scotch Corner gains relevance as a northern transport and retail hub

Scotch Corner’s historic role as a route decision point is gaining fresh relevance through transport access and the new designer village...
GRG

Greggs Plc sales rise as trading improves

Greggs reported total sales up 7.5% to £800 million in the first 19 weeks of 2026, with like-for-like growth improving in recent weeks and full-year expectations unchanged...
XP Factory

XP Factory delivers FY26 growth and outperforms industry benchmarks

XP Factory reported FY26 revenue of more than £59m, with EBITDA expected to be slightly ahead of revised market expectations. Strong Escape Hunt growth, new site openings and planned cost reductions support the group’s confidence in future performance...
CPG

Compass Group reports double-digit profit growth in HY 2026

Compass Group posted 9% revenue growth and 12% underlying operating profit growth in the six months to 31 March 2026, citing strong demand for outsourcing services and continued margin progression...
FTSE100

FTSE 100 Slides as Retail and Mining Gains Fail to Outweigh Weakness in Defensives

FTSE 100 rises as strong gains in retail and mining stocks outweigh weakness in defensives, with lower oil prices helping selected cyclical names...
JD

JD Sports reports resilient FY26 performance as sales rise 10.5%

JD Sports delivered FY26 sales of £12.7bn, up 10.5%, with profit before tax down 12.0% to £629m. The group outlined FY27 priorities focused on product range, store optimisation, e-commerce, AI and personalisation...

Scotch Corner Designer Village adds scale to regional investment story

Scotch Corner Designer Village has raised £25.5 million, highlighting investor appetite for destination retail and leisure assets with scale, access and regional reach...
TRN

Trainline delivers higher profits and expands AI strategy in FY2026

Annual results show modest revenue growth but double-digit EBITDA gains, alongside progress in AI integration, international markets, and share buybacks...
Next Plc

NEXT raises full-year profit guidance after strong Q1 sales

NEXT reported a 6.2% rise in first-quarter full price sales and raised full-year profit guidance to £1.218bn, while maintaining sales forecasts for the rest of the year...
Likewise Group

Likewise Group plc (LON:LIKE) Navigates Supply Shocks While Accelerating Growth to £300m Ambition (video)

Tony Brewer explains how supplier relationships, pricing discipline and logistics investment are protecting margins while driving strong growth...

Intentional shopping strengthens the retail property case

Retail property is increasingly being driven by purposeful shoppers, making asset quality, tenant mix and trading evidence more important for investors...
COOK

Cooks Coffee’s Brendan Duigenan outlines Esquires growth strategy and expansion plans

Managing Director Brendan Duigenan explains how awards, multi-site franchisees, and innovation underpin Esquires’ expansion and long-term strategy...
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Hardman & Co

Green News

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FTSE 100 News

UK Broker Ratings

Consumer & Retail

Latest Interviews

FTSE 100 News

FTSE 250 News

News and Interview Alerts

Subscribe Free

Company Presentations

Q&As

Hardman & Co

BrokerTalk

FTSE 100

Funds

View all Funds, Market Insights and news >> 

Green News

View all Sustainable sectors, Plcs and news >>  

UK Broker Ratings

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