Food & Drug Retailers
Tesco is the UK's largest supermarket group, selling groceries, general merchandise and related services through large stores, convenience formats and online channels. It also owns the Booker wholesale business and uses its Clubcard loyalty programme to strengthen pricing, customer retention and data-led marketing.
Supermarkets and convenience stores, online grocery, wholesale through Booker, clothing and general merchandise, Clubcard loyalty services and selected retail financial products.
The United Kingdom is the core market, with additional grocery operations in Ireland and Central Europe and wholesale exposure through Booker.
UK grocery market share, food inflation, customer volumes, Clubcard engagement, price competitiveness, Booker performance, cost savings, online growth and retail free cash flow.
Intense supermarket price competition, food and wage inflation, consumer weakness, supplier disruption, regulatory intervention, Booker cyclicality and pressure from discount retailers.
18 June 2026: Q1 FY2026/27 like-for-like sales rose 3.3%, while total sales increased 5.6% including the contribution from Booker. Tesco continues to defend market share through Clubcard pricing and value investment, with the October half-year results providing the next important indication of margins, cash generation and the 2027 earnings outlook.
Tesco pays dividends twice yearly and also returns surplus capital through share buybacks. The FY2025/26 final dividend was 9.70p per share, ex-dividend 14 May 2026 and paid on 26 June; the next interim dividend is expected to be declared with the October 2026 half-year results.
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