Tesco Gestione
Criteri Gestione verificati 3/4
Tesco Il CEO è Ken Murphy, nominato in Oct2020, e ha un mandato di 5.67 anni. la retribuzione annua totale è £ 10.84M, composta da 14% di stipendio e 86% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.017% delle azioni della società, per un valore di £ 5.02M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 5 anni.
Informazioni chiave
Ken Murphy
Amministratore delegato
UK£10.8m
Compenso totale
| Percentuale dello stipendio del CEO | 13.97% |
| Mandato del CEO | 5.7yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 17
TSCO: Ecosystem Strength And Buyback Programme Will Support Future Share Price Upside
Tesco’s analyst price target is nudged higher to £5.16, with analysts pointing to a refined discount rate, steady revenue growth assumptions, and only marginal adjustments to profit margin and future P/E inputs. Analyst Commentary Recent commentary on Tesco gives you a mixed but generally constructive picture, with several firms refining their view on how the company competes in a UK grocery market that analysts describe as shifting toward an ecosystem model rather than a simple price fight.Aggiornamento della narrazione • Jun 01
TSCO: Ecosystem Advantage And £750m Buyback Will Drive Future Upside
Analysts have nudged Tesco’s fair value estimate slightly higher to £5.15 from £5.12, reflecting updated views on its role in the UK grocery "ecosystem war" and recent price target increases from several banks. Analyst Commentary Recent research points toward a generally constructive stance on Tesco, with several price targets adjusted higher and new coverage framed around its position in what some describe as an "ecosystem war" in UK grocery rather than a simple price battle.Aggiornamento della narrazione • May 13
TSCO: Future Upside Will Hinge On Margins And £750m Share Repurchases
Analysts have nudged Tesco's implied fair value higher to around £5.12 per share, reflecting slightly updated assumptions for discount rates, modest revenue growth and profit margins, along with recent upward moves in Street price targets from banks such as JPMorgan, Deutsche Bank and Citi. Analyst Commentary Recent research on Tesco points to a generally constructive stance, with several firms updating their models and price targets to reflect current assumptions on discount rates, margins and revenue trends.Aggiornamento della narrazione • Apr 23
TSCO: Future Returns Will Depend On Margins And Share Repurchase Discipline
Analysts have raised the Tesco price target to reflect a fair value estimate of £5.10, supported by slightly firmer profit margin assumptions, a marginally lower discount rate, and a small adjustment to future P/E expectations, even as projected revenue growth is set at a more modest level. Analyst Commentary Recent research on Tesco reflects a mix of confidence in the current setup and attention to execution risks, with several large banks revisiting their fair value assumptions and price targets.Articolo di analisi • Apr 19
The Tesco PLC (LON:TSCO) Full-Year Results Are Out And Analysts Have Published New Forecasts
The annual results for Tesco PLC ( LON:TSCO ) were released last week, making it a good time to revisit its...Aggiornamento della narrazione • Apr 08
TSCO: Future Returns Will Depend On Margins And Modest Multiple Expectations
Analysts have made a modest upward adjustment to Tesco's price target, reflecting slightly higher fair value estimates around £4.89, a small change to assumed discount rates and growth, and a marginally lower future P/E multiple. Analyst Commentary Recent research updates on Tesco highlight a mix of optimism around fair value and some caution on execution and near term risks.Aggiornamento della narrazione • Mar 25
TSCO: Execution On Margins And P E Assumptions Will Guide Future Returns
Tesco's analyst price target has been adjusted to £4.86 from £4.81. Analysts cite updated fair value estimates, a slightly higher assumed P/E multiple, and refined views on revenue growth and profit margin as drivers of the change.Aggiornamento della narrazione • Mar 10
TSCO: Store Partnerships And Execution Will Shape Fairly Valued Future Returns
Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly adjusted assumptions for fair value, discount rate, revenue, profit margin and future P/E multiples. Analyst Commentary Recent commentary around Tesco focuses on how the adjusted £4.80 price target lines up with expectations on valuation, execution and growth.Aggiornamento della narrazione • Feb 24
TSCO: Execution On Store Partnerships And Margins Will Shape Future Returns
Narrative Update Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly lower discount rate and future P/E assumptions while keeping their broader positive stance on the shares intact. Analyst Commentary Bullish and bearish analysts are reacting to the revised £4.80 price target with a focus on how Tesco can execute against its current valuation, rather than a wholesale change in view on the company.Aggiornamento della narrazione • Feb 10
TSCO: Higher Discount Rate Assumptions And Retail Execution Will Shape Future Returns
Analysts have trimmed their average price target on Tesco to £4.80 from £5.00, citing slightly higher discount rate assumptions and only marginal tweaks to growth and margin inputs in their models. Analyst Commentary Recent commentary around Tesco centres on how small model adjustments feed through to valuation, with the average price target easing to £4.80.Articolo di analisi • Feb 03
Risks To Shareholder Returns Are Elevated At These Prices For Tesco PLC (LON:TSCO)
There wouldn't be many who think Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 17.9x is worth a...Aggiornamento della narrazione • Jan 26
TSCO: Higher Risk Assumptions And Retail Execution Will Shape Future Upside
The latest analyst narrative on Tesco reflects a small reduction in the implied fair value, in line with JPMorgan trimming its price target to £4.80 from £5.00. Analysts are factoring in slightly softer revenue growth assumptions, a marginally higher discount rate, and a modestly lower future P/E multiple.Articolo di analisi • Jan 19
Tesco (LON:TSCO) Is Looking To Continue Growing Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Aggiornamento della narrazione • Jan 12
TSCO: Higher Risk Assumptions And Stable Margins Will Shape Future Upside
Analysts have trimmed their Tesco fair value estimate slightly to £4.80 from about £4.84. They cite a modest reset in discount rate assumptions alongside steady expectations for revenue growth, profit margins and future P/E levels.Aggiornamento della narrazione • Dec 15
TSCO: Modest Margin Inflection And Consumer Headwinds Will Shape Near-Term Performance
Analysts have modestly raised their Tesco price target, reflecting a slightly higher fair value estimate of approximately $4.84, up from about $4.70, supported by incremental improvements in revenue growth, profit margin and expected future valuation multiples. Analyst Commentary Analyst opinion on Tesco remains cautiously constructive, with recent price target adjustments reflecting incremental confidence in the group’s ability to execute on its strategy while navigating a still fragile consumer backdrop.Articolo di analisi • Dec 04
Is There An Opportunity With Tesco PLC's (LON:TSCO) 30% Undervaluation?
Key Insights The projected fair value for Tesco is UK£6.48 based on 2 Stage Free Cash Flow to Equity Tesco's UK£4.51...Aggiornamento della narrazione • Nov 29
TSCO: Earnings Outlook And Upcoming Report Will Define Near-Term Momentum
Tesco’s analyst price target was raised from 400 GBp to 450 GBp, as analysts cited improved earnings forecasts and the company’s placement on a positive catalyst watch in advance of its upcoming results. Analyst Commentary Analyst sentiment on Tesco has become increasingly positive following recent revisions to earnings estimates and a notable upgrade in the company's price target.Aggiornamento della narrazione • Nov 15
TSCO: Upgraded Outlook May Drive Momentum Ahead Of Earnings Update
Analysts have increased their price target for Tesco to £4.50 from £4.00, citing stronger than expected earnings estimates and an improved profit outlook. Analyst Commentary Bullish analysts have raised their price targets for Tesco, reflecting increased confidence in the company's outlook.Articolo di analisi • Nov 04
These 4 Measures Indicate That Tesco (LON:TSCO) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Aggiornamento della narrazione • Nov 01
TSCO: Upcoming Earnings And Dividend Will Shape Outlook Amid Mixed Sentiment
Tesco's analyst price target has increased from 400 GBp to 450 GBp. Analysts cite stronger earnings estimates and the company being placed on a "Positive Catalyst Watch" ahead of upcoming results. Analyst Commentary Bullish Takeaways Bullish analysts raised Tesco’s price target to 450 GBp, reflecting increased confidence in the company’s growth trajectory and financial performance.Articolo di analisi • Oct 20
Tesco PLC's (LON:TSCO) Popularity With Investors Is Under Threat From Overpricing
Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 18.7x might make it look like a sell right now compared...Aggiornamento della narrazione • Oct 17
Digital Investments And Clubcard Offers Will Transform Retail Experiences
Tesco’s analyst price target has been raised, increasing from £4.56 to approximately £4.70 per share. Analysts cite stronger-than-expected earnings forecasts and improved profit margin expectations as their rationale for the update.Aggiornamento della narrazione • Oct 03
Digital Investments And Clubcard Offers Will Transform Retail Experiences
Tesco's price target has been raised from 400 GBp to 450 GBp as analysts cite improved earnings forecasts. Estimates are now set well above company guidance.Aggiornamento della narrazione • Sep 16
Digital Investments And Clubcard Offers Will Transform Retail Experiences
Tesco’s analyst price target has been raised from £4.29 to £4.40 as analysts express increased confidence driven by stronger earnings forecasts, anticipated positive catalysts, and sustained operational momentum. Analyst Commentary Bullish analysts are anticipating strong upcoming earnings, with first half and full year estimates raised significantly, placing forecasts comfortably above current guidance.Aggiornamento della narrazione • Sep 01
Digital Investments And Clubcard Offers Will Transform Retail Experiences
Tesco’s fair value estimate was marginally revised upward to £4.29, primarily reflecting a modest increase in its future P/E multiple while revenue growth forecasts remained steady. What's in the News Tractor Supply is expanding its final-mile delivery network by hiring drivers and renting vehicles to serve rural customers more effectively, aiming to boost digital and B2B sales (WSJ).Articolo di analisi • Aug 26
Estimating The Fair Value Of Tesco PLC (LON:TSCO)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Tesco fair value estimate is UK£4.72 Tesco's UK£4.26 share...Articolo di analisi • Aug 05
Does Tesco (LON:TSCO) Have A Healthy Balance Sheet?
LSE:TSCO 1 Year Share Price vs Fair Value Explore Tesco's Fair Values from the Community and select yours David Iben...Articolo di analisi • Jul 18
What Tesco PLC's (LON:TSCO) P/E Is Not Telling You
It's not a stretch to say that Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 16.8x right now seems...
Nuova narrazione • Nov 07
Unleashing Digital Innovation And Premium Products To Outperform In Competitive Markets
Tesco's digital investment and omnichannel expansion are set to drive revenue growth by enhancing convenience and product variety for customers.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Feb 28 2026 | UK£11m | UK£2m | UK£2b |
| Nov 30 2025 | n/a | n/a | UK£2b |
| Aug 23 2025 | n/a | n/a | UK£2b |
| May 23 2025 | n/a | n/a | UK£2b |
| Feb 22 2025 | UK£10m | UK£1m | UK£2b |
| Nov 22 2024 | n/a | n/a | UK£2b |
| Aug 24 2024 | n/a | n/a | UK£2b |
| May 24 2024 | n/a | n/a | UK£2b |
| Feb 24 2024 | n/a | n/a | UK£2b |
| Nov 24 2023 | n/a | n/a | UK£2b |
| Aug 26 2023 | n/a | n/a | UK£1b |
| May 26 2023 | n/a | n/a | UK£978m |
| Feb 25 2023 | UK£4m | UK£1m | UK£659m |
| Nov 25 2022 | n/a | n/a | UK£799m |
| Aug 27 2022 | n/a | n/a | UK£938m |
| May 27 2022 | n/a | n/a | UK£1b |
| Feb 26 2022 | UK£5m | UK£1m | UK£2b |
| Nov 26 2021 | n/a | n/a | UK£1b |
| Aug 28 2021 | n/a | n/a | UK£966m |
| May 28 2021 | n/a | n/a | UK£747m |
| Feb 27 2021 | UK£2m | UK£556k | UK£528m |
Compensazione vs Mercato: La retribuzione totale di Ken ($USD 14.31M ) è superiore alla media delle aziende di dimensioni simili nel mercato UK ($USD 7.48M ).
Compensazione vs guadagni: La retribuzione di Ken è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Ken Murphy (60 yo)
5.7yrs
Mandato
UK£10,842,000
Compensazione
Mr. Ken Murphy serves as Director at Tesco Stores Limited since October 01, 2020. He has been Group Chief Executive Officer and Executive Director of Tesco PLC since October 1, 2020. Mr. Murphy served as J...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 5.7yrs | UK£10.84m | 0.017% £ 5.0m | |
| CFO & Director | 5.1yrs | UK£5.71m | 0.021% £ 6.0m | |
| Chief Operating Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Chief Technology Officer | 5.1yrs | Nessun dato | Nessun dato | |
| Group General Counsel | 1.9yrs | Nessun dato | Nessun dato | |
| Chief Communications & Sustainability Officer | 7.3yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 4.3yrs | Nessun dato | Nessun dato | |
| Chief Strategy | 1yr | Nessun dato | Nessun dato | |
| Chief Executive Officer of UK | 5.8yrs | Nessun dato | Nessun dato | |
| MD of Tesco Convenience | 2.9yrs | Nessun dato | Nessun dato | |
| MD of Large Stores | 2.9yrs | Nessun dato | Nessun dato | |
| Chief Executive Officer of Central Europe | less than a year | Nessun dato | Nessun dato |
3.6yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di TSCO è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 5.7yrs | UK£10.84m | 0.017% £ 5.0m | |
| CFO & Director | 5.1yrs | UK£5.71m | 0.021% £ 6.0m | |
| Non-Executive Chair | 2.8yrs | UK£757.00k | 0.0014% £ 413.0k | |
| Senior Independent Director | 2.8yrs | UK£204.00k | 0.00056% £ 161.7k | |
| Independent Non-Executive Director | 1.3yrs | UK£128.00k | 0.00050% £ 144.4k | |
| Independent Non-Executive Director | 7.8yrs | UK£164.00k | 0.00060% £ 173.3k | |
| Independent Non-Executive Director | 3.7yrs | UK£128.00k | 0.00024% £ 69.3k | |
| Independent Non-Executive Director | 8.3yrs | UK£165.00k | 0.00091% £ 262.8k | |
| Independent Non-Executive Director | 5yrs | UK£127.00k | 0.0010% £ 303.3k | |
| Independent Non-Executive Director | 5yrs | UK£183.00k | 0.00083% £ 239.7k |
5.0yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TSCO sono considerati esperti (durata media dell'incarico 5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/28 18:17 |
| Prezzo dell'azione a fine giornata | 2026/06/26 00:00 |
| Utili | 2026/02/28 |
| Utili annuali | 2026/02/28 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Tesco PLC è coperta da 29 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Timothy Attenborough | Banco Santander |
| Matthew Clements | Barclays |
| James Anstead | Barclays |