Grocery retail: approx. 80%
Non-food retail: approx. 15%
Financial services: approx. 5%

Top 3 markets:
United Kingdom: approx. 65%
Ireland: approx. 10%
Central Europe (including Poland, Czech Republic, Hungary): approx. 15%

Tesco PLC generates the majority of its revenue in grocery retail, which corresponds to the company's core business. Non-food retail and financial services also contribute to the total income, but to a lesser extent.

The most important market for Tesco remains the United Kingdom, where the company has a strong market presence. Ireland and Central Europe are also significant markets, accounting for a substantial portion of international revenue. Tesco has an established infrastructure in these regions and benefits from a stable customer base.

Main production sites: United Kingdom, Ireland, Asia

Tesco PLC is a leading retailer with a wide range of products offered under both own brands and private labels. The production of own-brand products mainly takes place in the UK and Ireland to efficiently serve local demand and keep supply chains short.

In addition, Tesco sources many of its products from Asia, especially from countries like China, India, and Bangladesh, to utilize cost-effective production opportunities. These international production facilities are particularly relevant for textiles, electronics, and other consumer goods.

Tesco collaborates with a variety of suppliers to ensure that the products meet quality standards while remaining competitive.

Revenue growth: 3.5% (2024) Profit growth: 4.2% (2024)

Tesco PLC pursues a multi-pronged growth strategy aimed at expanding its online presence, optimizing its supply chain, and focusing on sustainability. The company is heavily investing in digitalization to enhance the online shopping experience and increase efficiency in logistics.

Another focus is on expanding the range of own-brand products to boost margins and differentiate itself from competitors. Tesco also emphasizes sustainable practices to reduce its ecological footprint and meet the expectations of environmentally conscious consumers.

Additionally, Tesco plans to expand its international presence through strategic partnerships and acquisitions, particularly in high-growth markets. These measures are intended to secure the company's long-term growth and strengthen its market leadership.

Main imported raw materials/materials: Fresh food, processed food, textiles, electronics

Countries of origin:

• Spain: Fresh fruits and vegetables
• Netherlands: Flowers and plants
• Italy: Wine and pasta
• China: Electronics and textiles
• South America (e.g. Brazil): Coffee and meat products

Tesco PLC imports a variety of raw materials and materials to support its wide range of products in supermarkets. Fresh foods such as fruits and vegetables are often sourced from European countries like Spain and the Netherlands, known for their agricultural products. Italy provides high-quality foods such as wine and pasta.

Electronics and textiles, which make up a significant part of Tesco's non-food range, are mainly imported from China, a global production hub for these goods. South America, especially Brazil, is an important source of coffee and meat products, which are very popular in Tesco's British markets.

Tesco continuously optimizes its supply chain to reduce costs and improve sustainability, which can also influence the origin of the imported materials.

Market share in the UK food retail sector: approx. 27% (2024)

Online sales growth: 9% (2024)

Tesco PLC has a significant competitive advantage, especially in the British food retail sector, where it is the market leader with a market share of around 27%. This advantage is supported by an extensive network of stores and strong brand awareness.

The company has also gained importance in the online segment, with a sales growth of 9% in 2024. This demonstrates Tesco's ability to adapt to changing consumer habits and to be successful in digital transformation.

In addition, Tesco benefits from its wide range of products and the ability to appeal to a broad customer base through its own brands and pricing strategies. This strengthens its position against competitors like Sainsbury's and Asda.

Institutional investor share: 60% (estimated, 2025)
Insider purchases/sales: No significant transactions reported (2025)

The institutional investor share in Tesco PLC is estimated to be around 60%. This is typical for large publicly traded companies, as institutional investors such as pension funds, investment funds, and insurance companies often invest in such companies to benefit from their stable earnings and dividends.

In 2025, no significant insider purchases or sales were reported. This could indicate that the management and other insiders have confidence in the current corporate strategy and the market value of the shares. Such information is important for investors to assess market sentiment and management confidence.

Market share Tesco PLC: 27.5% (2025, UK food market)

Main competitors and their market shares:

1. Tesco PLC: 27.5%
2. Sainsbury's: 15.3%
3. Asda: 14.5%
4. Morrisons: 9.8%
5. Aldi: 9.2%
6. Lidl: 7.1%
7. Co-op: 6.1%
8. Waitrose: 4.8%

Tesco is the leading retailer in the British food market and holds a significant market share of 27.5%. This demonstrates the company's strong market position, supported by a wide network of stores, a robust own-brand strategy, and a comprehensive online presence.

Tesco's moat mainly consists of its established brand, large customer base, and the efficiency of its supply chain. These factors provide Tesco with a competitive advantage over smaller competitors. However, discounters like Aldi and Lidl are on the rise, continuously gaining market share through aggressive pricing strategies and an expanding store presence.

Compared to its competitors, Tesco has a moderate moat. While established supermarkets like Sainsbury's and Asda have similar advantages in terms of brand recognition and store network, the discounters offer a strong price advantage, which is particularly appealing to consumers in economically challenging times. Therefore, Tesco must continuously invest in innovation and efficiency to defend its market leadership.

Revenue growth: 3.2% (2024) Profit growth: 4.5% (2024) Market share in the British grocery retail sector: approx. 27% (2024)

Tesco PLC recorded a moderate revenue growth of 3.2% in 2024. This reflects a stable demand in the British grocery retail sector, where Tesco continues to hold a leading position with a market share of around 27%. The profit growth of 4.5% indicates that the company was able to increase its efficiency and manage costs better.

Tesco is continuously investing in digitization and expanding its online business, which could have long-term positive effects on profitability. Additionally, the company has strengthened its sustainability initiatives, which is an important factor for investors in the current market environment.

Overall, Tesco demonstrates a solid financial performance and strategic investments in future-oriented areas. This could make the stock an attractive investment, especially for investors interested in stable companies with long-term growth potential.

Dividend yield: 4.2% (estimated for 2025)
Dividend history: Continuous payouts in recent years

Tesco PLC has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 4.2% for 2025, based on current market conditions and company performance.

Tesco has a solid dividend history, indicating a reliable payout. The company has strived to maintain its dividend policy in the past, making it attractive for investors seeking regular income.