Tesco (TSCDY)
OTHER OTC:TSCDY
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Earnings Data
Report Date
Oct 07, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.68Last Year’s EPS
0.62Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operating and financial performance: solid top-line growth, market share gains, improved customer satisfaction, robust free cash flow ahead of guidance, accelerated digital and retail-media progress, and meaningful colleague and ESG actions. Headline profit growth was modest and the business faces near-term headwinds including operating cost inflation, some regional and category softness, adjusting charges, higher net debt versus the prior year and lingering uncertainty from the conflict in the Middle East which widened guidance. On balance, the positive operational momentum, cash generation, strategic initiatives and shareholder returns outweigh the lowlights.Company Guidance
Group Sales and Like-for-Like Growth
Group sales grew 4.3% at constant exchange rates with like-for-like sales up 3.5%, driven by broad-based growth across operating segments.
Adjusted Operating Profit and EPS
Group adjusted operating profit reached GBP 3.15 billion (up ~0.6% at constant rates / ~0.8% at actual rates) and headline EPS increased 6% to 29p.
Strong Free Cash Flow and Upgraded Guidance
Free cash flow was GBP 1.96 billion (up 12% year-on-year), above the upper end of guidance; medium-term free cash flow guidance was upgraded to GBP 1.5–2.0 billion per year (from GBP 1.4–1.8 billion).
Shareholder Returns
Returned GBP 2.4 billion to shareholders this year via dividends and buybacks and announced an additional GBP 750 million share buyback; cumulative buybacks since Oct 2021 total GBP 4.3 billion at an average price of GBP 3.17.
Market Share and Customer Satisfaction Gains
UK market share reached 28.5% (highest in a decade) with cumulative UK share gain of 120 basis points over three years; Ireland market share rose to 24.2% (+32 bps year); Net Promoter Score improved ahead of competitors and value perception strengthened.
Price and Value Investments
Tripled everyday low price lines to 3,000 SKUs, maintained over 10,000 Clubcard prices and 600+ Aldi Price Match lines; finished year with over 10,000 prices lower than at the start of the period.
Food and Fresh Performance
UK food like-for-like sales +5.2% with Fresh food up 6.9%; Finest brand delivered ~15% sales growth (Finest +14.5% in UK) and frozen-range refresh contributed to range improvements.
Digital, Quick Commerce and New Revenue Streams
Whoosh generated over GBP 400 million in sales and grew 51% in the UK; online sales grew 11.2% in the UK, 17.4% in Ireland and 17.5% in Central Europe; Marketplace served >1 million customers and dunnhumby/digital investments accelerated personalization and retail media.
Productivity and Save to Invest
Save to Invest contributed GBP 535 million this year and GBP 2.2 billion of savings over the last four years; target to unlock a further GBP 500 million next year.
Colleague and ESG Progress
Announced GBP 65 million performance award for hourly-paid colleagues and GBP 209 million pay investment for UK store colleagues (total hourly pay +43% over five years); Scope 1 & 2 emissions reduced 68% vs 2015 baseline (ahead of 60% target).
Strong Balance Sheet Metrics
Net debt-to-EBITDA was 2.1x with net debt (including capitalized leases) at GBP 10.56 billion; principal pension scheme remains in surplus with no group contributions required.
Insurance & Money Services (IMS) Performance
IMS outperformed earlier expectations with profit contribution noted around GBP 167 million this year (versus previous guidance of ~GBP 80–100 million).
TSCDY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TSCDY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 16, 2026 | $19.21 | $20.04 | +4.34% |
Oct 02, 2025 | $17.22 | $18.02 | +4.63% |
Apr 10, 2025 | $12.35 | $11.78 | -4.64% |
Oct 03, 2024 | $13.43 | $13.63 | +1.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tesco (TSCDY) report earnings?
Tesco (TSCDY) is schdueled to report earning on Oct 07, 2026, TBA (Confirmed).
What is Tesco (TSCDY) earnings time?
Tesco (TSCDY) earnings time is at Oct 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSCDY EPS forecast?
TSCDY EPS forecast for the fiscal quarter 2027 (Q2) is 0.68.