CEO Simon Wolfson's 'Big Picture' thoughts on the business and the growth avenues ahead, as well as his read on the UK consumer, will be in focus when Next (NXT) delivers first-half results on 18 September. Shareholders will be hoping the fashion-to-homewares seller has maintained its positive trading momentum with the all-important golden quarter in sight. Only the bravest souls would be...

London stocks closed higher on Monday, with the FTSE 100 supported by rising oil and gold prices, while European stocks outperformed it ahead of a confidence vote which looks set to oust France's prime minister. The FTSE 100 index closed up 13.23 points, 0.1%, at 9,221.14. The FTSE 250 ended 108.91 points higher, 0.5%, at 21,684.45 and the AIM All-Share finished up 4.10 points, 0.5%, at...

Close scrutiny of the AIC's (Association of Investment Companies) UK Equity Income sector shows two trusts with strong retail followings occupying top and bottom spots in the five-year share price total return performance table, namely Temple Bar (TMPL) and Finsbury Growth & Income (FGT). In what represents a reversal of fortunes for two popular portfolios, the value-oriented former has...

Q2 sales up 10.5% Profit outlook hiked again But lower UK growth expected Best-in-class British retailer Next (NXT) delivered its third upgrade to full-year 2026 profit guidance in 2025-to-date after warm weather boosted sales of seasonal ranges in the second quarter and the company benefited from disruption at arch-rival Marks & Spencer (MKS). The FTSE 100 fashion-to-homewares seller...

Burberry and Diageo facing tariffs Vodafone executives buy en masse AO and M&S directors lighten up Encouragingly, it seems more directors of UK firms have been buying their companies' stock than selling over the last few weeks, supporting the thesis that UK equities are undervalued on a relative basis, even if the outlook for their businesses is somewhat clouded by tariff concerns. INSIDER...

Flat first-quarter profits Growth rate halves at start of Q2 Competition remains fierce Inditex (ITX:BME) shares slipped 5% lower to €46.77 in Madrid after the Spanish clothing colossus delivered softer-than-expected first-quarter sales and flagged a slower start to this year's summer selling season. Regarded as a consumer barometer given its 5,600-odd stores in 214 markets, the Zara...

Disruption to last until July Third year of market share gains Dividend increased 20% High street stalwart Marks & Spencer (MKS) guided to a profit hit of around £300 million from a recent crippling cyber-attack and warned the disruption to the business was set to continue 'throughout June and into July'. The FTSE 100 retailer has lost a significant amount of sales after temporarily halting...

The focus when Marks & Spencer (MKS) posts its full-year results may be less about the numbers themselves and more about the company quantifying the impact of a crippling cyber attack. Over the last few years, Marks has made real progress in rejuvenating its brand, broadening the appeal of its already successful food arm with more affordable ranges and bringing its laggard clothing division up...

Warm weather boosts Q1 takings PBT guidance lifted by £14 million M&S' troubles a potential tailwind Despite the pressures facing the retail sector, fashion-to-homewares purveyor Next (NXT) hiked profit guidance again after warm spring weather stoked stronger-than-expected sales in the first quarter, sending the shares up 1.1% to £124.30. Guided by CEO Simon Wolfson, the retail star turn...

Stocks in London, Paris and Frankfurt were in the green on Monday morning, after a quiet weekend regarding the issue of tariffs, as senior BRICS diplomats are meeting in Brazil with a focus on US President Donald Trump's trade policies. 'The ministers are negotiating a declaration aimed at reaffirming the centrality and importance of the multilateral trading system,' Brazil's BRICS...

Supermarket Income REIT (SUPR) 77.1p Market cap: £959 million Experts reckon we could survive three days or nine meals with empty supermarket shelves before a full-blown societal collapse. That's how vital supermarkets are to our everyday existence. So, invest in shares of Tesco (TSCO), Sainsbury's (SBRY) or Marks & Spencer (MKS) during times of market turbulence? That is a possible option,...

Alleged inappropriate behaviour probedPrimark boss departs with 'immediate effect'Investors disappointed by leadership changePrimark parent company Associated British Foods (ABF) was the FTSE 100's biggest faller on 31 March following the shock news Paul Marchant has resigned as the cut-price clothing chain's chief executive 'with immediate effect'.The unexpected departure of Primark's...

A surprise announcement from Asda has caught investors off guard and threatened to spark a supermarket price war. Its UK rivals were knocked off their axis by the profit warning and a statement it intends to invest more in price and store standards this year.Executive chair Allan Leighton said the chief aim behind Asda's move was to restore the supermarket's 5% to 10% price gap 'which had...

Bakkavor (BAKK) 150.5pMarket cap: £872 millionInvestors fretting over geopolitical uncertainties, downbeat economic outlooks on both sides of the Atlantic and frothy valuations across the pond should consider tucking into an attractively valued, cash generative and dividend paying UK stock with defensive qualities.One name that fits the bill is Bakkavor (BAKK), the chilled prepared food...

Record full-year revenuesFourth-quarter earnings beatWeak start to new year Spanish clothing retailer Inditex (ITX:BME) fashioned a strong performance in 2024 as its affordable, quality clothing collections continued to resonate with shoppers, and the cash-rich Zara-to-Bershka brands owner also upped its annual dividend by 9% to €1.68 per share.So why was the stock marked down 7% to...

Stocks in London were in the red around Friday noon, as investors await US nonfarm payrolls data.The FTSE 100 index fell 22.26 points, 0.3%, at 8,705.52. The FTSE 250 dipped 80.59 points, 0.4%, at 20,892.77. The AIM All-Share was down 0.34 of a point at 720.50.The Cboe UK 100 was down 0.4% at 872.49, the Cboe UK 250 fell 0.5% to 18,223.64, and the Cboe Small Companies was down 0.3% at...

With most of the big names in the retail sector having reported we can get a decent picture of how the sector fared in the run-up to and during the festive period. A weak trading backdrop for non-food retail in October and November, before Santa delivered a return to growth in December, a month that also witnessed a notable shift to online sales according to the latest data (17 January) from...

In just the first 20 days of 2025 the FTSE 100 index of blue-chip stocks has equaled its gains for the entirety of 2024, in the process closing at an all-time high of 8,505 points on 17 January.A better-than-expected inflation report for December together with weaker-than-expected retail sales for the same month appeared to open the door to faster Bank of England rate cuts, pushing the index...

Only a few more sleeps before we find out how Cranswick (CWK) fared over the seasonally-important Christmas period, with the UK food producer prepping its third-quarter trading statement for release on 21 January.Shares believes the update could stoke another round of forecast upgrades, since Cranswick continues to profit from its strong relationships and scale with the current winners in UK...

Key UK retailers ended Thursday firmly in the red but calmer bond markets and rising commodity prices helped keep blue-chip stocks in the green.The FTSE 100 index ended up 68.66 points, 0.8%, at 8,319.69. The FTSE 250 climbed 52.90 points, 0.3%, at 20,005.14, bouncing from an intra-day low of 19,733.12. The AIM All-Share ended down 0.15 of a point, 0.1%, at 719.96.The Cboe UK 100 closed up...