The earnings call presented a mixed picture with significant challenges due to a cyber incident and supply chain disruptions, particularly affecting the Fashion, Home, and Beauty segments. However, there were strong performances in the food segment and growth opportunities highlighted with Ocado Retail and new store investments. The sentiment is neutral as the highlights and lowlights are balanced.

Company Guidance

During the Marks and Spencer Analyst Call, the company outlined its financial results and strategic objectives, focusing on regaining momentum, growth, and accelerating transformation. Group sales increased by 22%, primarily due to the consolidation of Ocado Retail, while M&S sales remained flat. The company faced a material impact on group operating profit estimated at GBP 300 million due to a significant incident, partially offset by GBP 100 million of insurance claims. Despite challenges, including a 16.4% decline in Fashion, Home, and Beauty sales and an 11.6% drop in international sales, M&S reported a group profit before tax and adjusting items of GBP 184 million. The company emphasized its commitment to store rotation, supply chain modernization, and technology transformation, with plans to open over 20 new stores in the second half. M&S also highlighted robust sales growth in its Food segment, reporting a 7.8% increase and a strong performance in Ocado Retail with a 14.9% sales growth. Looking ahead, M&S anticipates second-half profits at least in line with the prior year, acknowledging external headwinds but remaining confident in its long-term growth strategy.

Consolidation of Ocado Retail

Marks and Spencer consolidated Ocado Retail into their numbers, leading to a reported 22% increase in group sales.

Food Business Resilience

Despite supply chain disruptions, food sales grew by 7.8% in the half, with M&S becoming the fastest-growing store-based retailer in volume over the last 4-week period.

New Store Openings and Investments

15 new or renewed stores opened in the first half, with more than 20 planned for the second half, including two flagship full-line stores.

Ocado Retail Growth

Ocado Retail sales grew by 14.9% over the half, driven by M&S products, which grew faster at 20%.

Market Share and Customer Engagement

M&S achieved #1 for style for the first time and was #1 in fashion market share in the last 12 weeks. Engagement metrics like traffic were significantly up, with September traffic increasing by 21%.

Marks & Spencer (MAKSY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MAKSY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 27, 2026	2026 (Q4)	0.42 / -	0.459	―	―	―
Nov 05, 2025	2026 (Q2)	0.10 / 0.17	0.363	-53.99% (-0.20)
May 21, 2025	2025 (Q4)	0.39 / 0.46	0.282	62.77% (+0.18)	―
Nov 06, 2024	2025 (Q2)	0.33 / 0.36	0.295	23.05% (+0.07)
May 22, 2024	2024 (Q4)	0.27 / 0.28	0.238	18.49% (+0.04)
Nov 08, 2023	2024 (Q2)	0.25 / 0.29	0.175	68.57% (+0.12)
May 24, 2023	2023 (Q4)	0.20 / 0.24	0.231	3.03% (<+0.01)
Nov 09, 2022	2023 (Q2)	0.18 / 0.17	0.315	-44.44% (-0.14)
May 25, 2022	2022 (Q4)	0.30 / 0.23	0.051	352.94% (+0.18)	―	―
Nov 10, 2021	2022 (Q2)	0.20 / 0.32	-0.01	3250.00% (+0.33)	―	―

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

MAKSY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 05, 2025	$10.03	$10.04	+0.10%
May 21, 2025	$9.76	$10.00	+2.46%
Nov 06, 2024	$9.88	$10.17	+2.94%
May 22, 2024	$6.86	$7.21	+5.10%

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 Marks and Spencer Group Plc (MAKSY) report earnings?

Marks and Spencer Group Plc (MAKSY) is schdueled to report earning on May 27, 2026, TBA (Confirmed).

What is Marks and Spencer Group Plc (MAKSY) earnings time?

Marks and Spencer Group Plc (MAKSY) earnings time is at May 27, 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 MAKSY EPS forecast?

MAKSY EPS forecast for the fiscal quarter 2026 (Q4) is 0.42.

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