Revenue distribution by sectors:

• Clothing and household: approx. 40%
• Food: approx. 60%

TOP 3 markets and their percentage shares:

• United Kingdom: approx. 85%
• Ireland: approx. 5%
• Asia (including Hong Kong and India): approx. 5%

Marks and Spencer Group plc generates the majority of its revenue in the food sector, followed by clothing and household. The main market is the United Kingdom, which accounts for the largest share of total revenue. In addition to the domestic market, Ireland and Asia are important regions, with Asia being represented particularly by markets such as Hong Kong and India. The focus on the British market reflects the strong brand presence and established store network.

Main production sites: United Kingdom, Asia, Europe

Marks and Spencer Group plc (M&S) sources its products from a variety of countries worldwide. Traditionally, the company has had a strong focus on British suppliers, especially for food products.

For textiles and clothing, M&S works with manufacturers in Asia, particularly in countries like Bangladesh, India, and China. These regions offer cost-effective production opportunities and are known for their textile industry.

In addition, M&S also sources products from European countries to diversify supply chains and reduce dependence on individual regions. This strategy enables the company to respond flexibly to market changes and trade conditions.

Revenue Growth: Estimated at 5-7% annually (2025-2028, based on market analysis) Profit Growth: Estimated at 4-6% annually (2025-2028, based on market analysis)

Marks and Spencer Group plc is pursuing a multi-pronged growth strategy to strengthen its market position and ensure future growth. A key element of this strategy is the continued modernization and digitization of its retail stores. This includes investments in e-commerce platforms and enhancing the online customer experience to meet the increasing demands of the digital market.

Additionally, the company is increasingly focusing on sustainability and environmentally friendly practices to meet regulatory requirements and enhance its brand image. This includes initiatives to reduce carbon emissions and promote sustainable products.

Another focus is on expanding into international markets, particularly in regions with high growth potential. Marks and Spencer plans to expand its presence in these markets through partnerships and joint ventures to tap into new revenue sources.

Main raw materials: Cotton, wool, leather, food

Countries of origin:

• Cotton: India, China, USA
• Wool: Australia, New Zealand
• Leather: Brazil, Italy
• Food: Spain, Italy, South Africa

Marks and Spencer Group plc imports a variety of raw materials and materials needed for their clothing and food products. Cotton, an essential component of their textile production, is mainly sourced from India, China, and the USA. These countries are leading in cotton production and offer high-quality fibers.

For wool products, Marks and Spencer sources wool from Australia and New Zealand, known for their premium wool quality. Leather used in many of their fashion and accessory products comes from Brazil and Italy, two countries with a strong leather industry.

In the food segment, the company imports a variety of products, including fruits and vegetables, from Spain, Italy, and South Africa. These countries are known for their agricultural products and offer a wide range of high-quality foods that meet Marks and Spencer's high standards.

Market share in the British retail sector: 3.5% (2024)
Revenue growth: 8.2% (2024)
Profit margin: 4.1% (2024)

Marks and Spencer Group plc has a moderate competitive advantage in the British retail sector. The company benefits from strong brand recognition and an established customer base, especially in the clothing and food sectors.

In recent years, Marks and Spencer has made significant investments in digitalization and expanding its online business, leading to a revenue growth of 8.2% in 2024. This strategy has strengthened the company's competitiveness, particularly compared to pure online retailers.

Despite these advancements, the profit margin remains relatively low at 4.1%, indicating intense competition and price pressure in the retail sector. To further enhance its competitive advantage, Marks and Spencer could benefit from further diversification of its product offerings and optimizing its supply chain.

Institutional Investor Share: approx. 65% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Marks and Spencer Group plc is estimated to be around 65%. This demonstrates the confidence of large investment funds and institutional investors in the company's long-term strategy.

There were no significant insider buys or sells in the last quarter, indicating that the management and other insiders currently do not expect any significant changes in their assessment of the company's value. This can be interpreted as a sign of stability and confidence in the current corporate leadership.

Market share of Marks and Spencer Group plc: Estimated at 5% in the British retail market (2025)
Main competitors and their market shares:

1. Tesco plc: 27%
2. Sainsbury's: 15%
3. Asda: 14%
4. Aldi: 9%
5. Lidl: 8%
6. Morrisons: 7%
7. Marks and Spencer: 5%
8. Waitrose: 4%

Marks and Spencer has a moderate market share in the British retail market, especially in the clothing and food sectors. Their moat lies in brand recognition and the quality of their products, particularly in the premium segment. They have strong customer loyalty, supported by their long-standing market presence.

Compared to larger competitors like Tesco and Sainsbury's, which have more extensive distribution networks and a wider product range, Marks and Spencer's moat is less pronounced. These competitors benefit from economies of scale and stronger price competitiveness.

Aldi and Lidl have gained market share in recent years by focusing on aggressive pricing strategies and efficient business models, strengthening their moat in cost leadership. Therefore, Marks and Spencer must focus on their strengths in the premium segment to differentiate themselves from these competitors.

Revenue Growth: 8.2% (2024) Profit Growth: 10.5% (2024) Market Share in the Clothing Sector UK: 9.8% (2024)

Marks and Spencer Group plc achieved solid revenue growth of 8.2% in 2024, attributed to the successful implementation of their strategic initiatives. The company has focused on enhancing its online presence and optimizing its supply chain, leading to increased efficiency and customer satisfaction.

The profit growth of 10.5% during the same period indicates that cost reduction and efficiency enhancement measures are yielding results. Additionally, Marks and Spencer has expanded its market share in the British clothing sector to 9.8%, reflecting strong brand perception and an attractive product offering.

Overall, the positive trend in financial indicators and the strategic direction of the company suggest that Marks and Spencer represents a potentially attractive investment opportunity. However, investors should also consider external factors such as the economic situation and competition in the retail sector before making an investment decision.

Dividend yield: 4.5% (2025, estimated)
Dividend history: Regular payouts in recent years

Marks and Spencer Group plc has regularly distributed dividends to its shareholders in recent years. The dividend yield for the year 2025 is estimated to be around 4.5%. This indicates that the company continues to strive to provide its shareholders with an attractive return.

The reliability of dividend payments from Marks and Spencer is historically high, as the company has been committed to paying dividends even in economically challenging times. However, investors should continue to monitor the company's financial situation and strategic decisions to assess the sustainability of its dividend policy.