Full Year 2026 Tesco PLC Earnings Call Transcript

Apr 16, 2026 / 08:00 AM GMT

Release Date Price: MXN114.37

Transcript

Key Points

Positve

Tesco PLC (TSCDF) achieved its highest market share in a decade, with significant gains in both the UK and Ireland.
The company reported strong financial performance, with group sales growing by 4.3% and adjusted operating profit increasing by 0.6%.
Customer satisfaction improved, with a higher Net Promoter Score and increased value perception.
Tesco PLC (TSCDF) returned £2.4 billion to shareholders through dividends and buybacks.
The company made significant progress in reducing emissions, achieving a 68% reduction in Scope 1 and Scope 2 emissions.

Negative

The competitive landscape remains intense, with ongoing pressure from competitors.
There is uncertainty regarding the impact of the conflict in the Middle East on consumer behavior and the broader economy.
Operating cost inflation and regulatory costs continue to pose challenges.
The company faces potential impacts from fluctuating fuel prices on working capital.
Despite strong performance, there is a wider range of guidance for the year ahead due to increased uncertainty.

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

TSCO.L - Tesco PLC
Full Year 2026 Tesco PLC Earnings Call
Apr 16, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everybody, and thank you for joining Imran and I as we talk through our results for the year.

We will also provide an update on our strategic ambitions as we set ourselves up for longer-term delivery in an ever-changing retail landscape.

I'm really pleased with our performance across the last year.

Against a backdrop of increased competitive intensity. We took decisive action to further strengthen our investments in price, quality, and service.

These actions resonated strongly with customers, driving further gains in customer satisfaction and continued growth in market share.

Our commitment to delivering the best value for customers remains firm. In a period of continued pressure on

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