Full Year 2025 Marks and Spencer Group PLC Earnings Call Transcript

May 21, 2025 / 08:45 AM GMT

Release Date Price: MXN57.81

Transcript

Key Points

Positve

Marks & Spencer Group PLC (MAKSF) reported a strong financial performance with sales of £13.9 billion, marking a growth of 6.1%.
Profit before tax and adjusting items increased by 22% to £875.5 million, showcasing robust profitability.
The company achieved a significant improvement in free cash flow from operations, reaching £443 million.
Food sales experienced an impressive growth of 8.7%, with like-for-like growth at 8.6%, outperforming the market for over three years.
The fashion, home, and beauty segment saw sales growth of 3.5%, with like-for-like sales up 4.4%, maintaining market leadership in value and quality.

Negative

International sales were down 8.5%, impacted by tough performance in India and a softer fashion order book in franchise markets.
The company faced a cyber incident at the start of the new financial year, causing significant disruption and impacting operations.
Online operations were temporarily closed due to the cyber incident, affecting sales and trading profit in the fashion segment.
The cyber incident is estimated to impact group operating profit by around £300 million for the financial year.
Despite strong sales growth, Ocado's profitability remains a challenge, with logistics efficiencies yet to be fully realized.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MKS.L - Marks and Spencer Group PLC
Full Year 2025 Marks and Spencer Group PLC Earnings Call
May 21, 2025 / 08:45AM GMT

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Presentation
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Well, good morning everybody and welcome to our M&S 2025 results call. Stuart is going to lead this session and he's got a few words to say by way of introduction.

But this is a particularly important occasion because of course it's Jeremy Townend's last results call with us, and Jeremy's been brilliant over the years in answering all your questions very lucidly and obfuscating where necessary. So Stewart will want to give him a chance. Alison's also here, poised to take over, and look, just a quick thing on when we get to the questions.

It's not that we're bored by cyber, of course, when they're not, but, the value of the company is not in cyber, it's in the future performance, and last year

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