View ValuationTesco 将来の成長Future 基準チェック /16Tesco利益と収益がそれぞれ年間7.1%と2.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.3% 8.2%なると予測されています。主要情報7.1%収益成長率8.18%EPS成長率Consumer Retailing 収益成長10.1%収益成長率2.3%将来の株主資本利益率18.33%アナリストカバレッジGood最終更新日12 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: UK£0.28 (vs UK£0.23 in FY 2025)Full year 2026 results: EPS: UK£0.28 (up from UK£0.23 in FY 2025). Revenue: UK£73.7b (up 5.4% from FY 2025). Net income: UK£1.79b (up 12% from FY 2025). Profit margin: 2.4% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Like-for-like sales growth: 3.5% vs FY 2025 Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.お知らせ • May 15Tesco PLC, Annual General Meeting, Jun 18, 2026Tesco PLC, Annual General Meeting, Jun 18, 2026. Location: the heart building, shire park, al7 1tw, welwyn garden city United Kingdomお知らせ • May 08Tesco PLC Announces Resignation of Thierry Garnier as Director, Remuneration Committee, Nominations & Governance Committee and the Sustainability Committee, Effective May 6, 2026Tesco PLC announced that Thierry Garnier has resigned as a Director of the Company with immediate effect. Thierry was appointed to the Board as a Non-executive Director in April 2021 and during his tenure he has served on the Remuneration Committee, Nominations & Governance Committee and the Sustainability Committee.お知らせ • Apr 17Tesco PLC (LSE:TSCO) announces an Equity Buyback for £750 million worth of its shares.Tesco PLC (LSE:TSCO) announces a share repurchase program. Under the program, the company will repurchase £750 million worth of shares. The program is valid till April 2027.お知らせ • Feb 11Tesco PLC (LSE:TSCO) acquired five former Amazon Fresh stores in London.Tesco PLC (LSE:TSCO) acquired five former Amazon Fresh stores in London on February 9, 2026. These sites in Kensington High Street, Hounslow, Moorgate, Aldgate East and Wembley will reopen as Tesco Express stores before the summer. Tesco PLC (LSE:TSCO) completed the acquisition of five former Amazon Fresh stores in London on February 9, 2026.お知らせ • Jan 07Tesco PLC to Report First Half, 2027 Results on Oct 08, 2026Tesco PLC announced that they will report first half, 2027 results on Oct 08, 2026お知らせ • Jan 01Tesco PLC to Report Fiscal Year 2026 Results on Apr 16, 2026Tesco PLC announced that they will report fiscal year 2026 results on Apr 16, 2026お知らせ • May 22Tesco Announces Executive ChangesTesco UK chief executive Matthew Barnes has stepped down from his post after more than a year to pursue other opportunities. Barnes, who joined the grocery giant in March 2024, will be succeeded by chief commercial officer Ashwin Prasad, effective 30 June. Prasad’s current post will be filled by the retailer’s Ireland and Northern Ireland CEO Natasha Adams, who will take on the newly created role of chief strategy and transformation officer from 9 June. Geoff Byrne, currently chief operating officer in Ireland, will takeover Adams’ current role.お知らせ • May 09Tesco PLC, Annual General Meeting, Jun 12, 2025Tesco PLC, Annual General Meeting, Jun 12, 2025. Location: the heart building, shire park, al7 1tw, welwyn garden city United Kingdomお知らせ • Jan 11Tesco PLC to Report First Half, 2026 Results on Oct 02, 2025Tesco PLC announced that they will report first half, 2026 results on Oct 02, 2025お知らせ • Jan 09Tesco PLC to Report Q4, 2025 Results on Apr 10, 2025Tesco PLC announced that they will report Q4, 2025 results on Apr 10, 2025お知らせ • Dec 19Tesco PLC Appoints Chris Kennedywill as Non-Executive Director, Member of the Audit Committee and Nominations and Governance Committee, Effect from 20 February 2025Tesco PLC announced that Chris Kennedywill be joining the Board as a Non-executive Director with effect from 20 February 2025. Chris will also be appointed as a member of the Audit Committee and Nominations and Governance Committee. To comply with provision 15 of the UK Corporate Governance Code 2024, Chris will step down from Whitbread plc at the conclusion of the 2025 AGM to ensure he has sufficient capacity to meet the needs of Tesco.Reported Earnings • Oct 06First half 2025 earnings released: EPS: UK£0.15 (vs UK£0.12 in 1H 2024)First half 2025 results: EPS: UK£0.15 (up from UK£0.12 in 1H 2024). Revenue: UK£34.8b (up 2.9% from 1H 2024). Net income: UK£1.02b (up 16% from 1H 2024). Profit margin: 2.9% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 10Upcoming dividend of UK£0.083 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).Declared Dividend • Apr 12Final dividend of UK£0.083 announcedShareholders will receive a dividend of UK£0.083. Ex-date: 16th May 2024 Payment date: 28th June 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 11+ 2 more updatesTesco PLC, Annual General Meeting, Jun 14, 2024Tesco PLC, Annual General Meeting, Jun 14, 2024. Agenda: To consider changes to board and committee composition.Reported Earnings • Apr 10Full year 2024 earnings released: EPS: UK£0.25 (vs UK£0.10 in FY 2023)Full year 2024 results: EPS: UK£0.25 (up from UK£0.10 in FY 2023). Revenue: UK£68.2b (up 3.7% from FY 2023). Net income: UK£1.76b (up 133% from FY 2023). Profit margin: 2.6% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 10Tesco PLC Announces Board and Committee ChangesTesco PLC announced that: Byron Grote has confirmed that he plans to retire from the Board and will not stand for re-election at the Company's 2024 Annual General Meeting ('AGM') to be held on 14 June 2024; Carolyn Fairbairn will be appointed as Senior Independent Director and a member of the Audit Committee with effect from the conclusion of the Company's 2024 AGM; Karen Whitworth will be appointed as Chair of the Audit Committee and a member of the Remuneration Committee with effect from the conclusion of the Company's 2024 AGM; Melissa Bethell will be appointed a member of the Remuneration Committee with effect from the conclusion of the Company's 2024 AGM and will succeed Alison Platt as Chair of the Remuneration Committee when she steps down from the Board at the 2025 AGM; Thierry Garnier will step down from the Remuneration Committee and become a member of the Sustainability Committee with effect from the conclusion of the Company's 2024 AGM; and Melissa Bethell, Bertrand Bodson, Carolyn Fairbairn, Thierry Garnier, Caroline Silver and Karen Whitworth will become members of the Nominations and Governance Committee with effect from 1 June 2024. The appointments ensure all Non-executive Directors are fully involved in key decisions regarding Board and senior management appointments, succession planning and talent development.Board Change • Feb 12High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Non-Executive Chair Gerry Murphy was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 02+ 1 more updateTesco PLC to Report First Half, 2025 Results on Oct 03, 2024Tesco PLC announced that they will report first half, 2025 results on Oct 03, 2024お知らせ • Nov 18Barclays Reportedly Exploring Deal for Tesco's Banking UnitBarclays PLC (LSE:BARC) has been exploring a potential acquisition of Tesco PLC (LSE:TSCO)'s banking operations, two people familiar with the matter told Reuters. The British food retailer has asked prospective buyers to submit non-binding offers for Tesco Personal Finance plc (Tesco Bank) by the end of the week, as part of efforts to shrink its financial services footprint, one of the people said. Barclays has already made an indicative bid, this person said, adding that it is particularly interested in Tesco Bank's credit card and saving account products. Other bidders are expected, people with knowledge of the process said. There is no certainty that a transaction will materialise, the people said. Tesco's banking operations could be attractive to other lenders because of the opportunity to cross-sell banking products to the grocer's customer base, the first two people said. But tough market conditions risk denting the appetite of potential buyers, one of them said. Barclays declined to comment. Tesco Plc and Tesco Bank declined to comment.お知らせ • Oct 18Tesco Reportedly Kickstarts Potential Sale of Banking ArmTesco Plc (LSE:TSCO) has started the process for a potential sale of its banking arm, according to people familiar with the matter. The grocer has appointed Goldman Sachs Group Inc. as its adviser and begun to reach out to potential buyers, the people said, who asked not to be identified discussing a private matter. The undertaking is at an early stage, the people said.お知らせ • Sep 23Tesco PLC to Report First Half, 2024 Results on Oct 04, 2023Tesco PLC announced that they will report first half, 2024 results on Oct 04, 2023お知らせ • Sep 02Tesco PLC Appoints Dame Carolyn Fairbairn as Non-Executive DirectorHSBC Holdings plc confirmed that Dame Carolyn Fairbairn, a non-executive Director of the Company, has been appointed as a non-executive Director of Tesco PLC, with effect from 1 September 2023.お知らせ • Jul 04Tesco plc Announces Appointment of Gerry Murphy as Non-Executive Chair on 1 September 2023Tesco PLC announces that Dr Gerry Murphy will join the Board and be appointed Chair on 1 September 2023. Gerry Murphy has extensive global leadership experience in both executive and non-executive roles. He is currently Chair of Burberry Group plc and Tate & Lyle PLC. He will step down from Tate & Lyle PLC on 1 September 2023 to ensure he has sufficient capacity to act as Chair of Tesco. He has previously served as a non-executive director of companies including British American Tobacco plc, Merlin Entertainments plc, Novar plc, Abbey National plc and Reckitt Benckiser plc. Gerry Murphy's executive career was spent in retail and other customer-focused businesses in senior leadership and commercial roles. Most recently he served as group chief executive of Kingfisher plc. He was previously chief executive of Carlton Communications plc, Exel plc and Greencore Group plc. He was also previously Chair of The Blackstone Group International Partners LLP, Blackstone's principal European entity.お知らせ • Jul 03Tesco Announces Executive ChangesTesco promoted Sarah Lawler to MD of Tesco Convenience as part of a leadership shake-up in its small stores operations. Lawler moves to Tesco Convenience from the Tesco-owned One Stop business, where she has been managing director since July 2022. Since starting out as a store manager over 20 years ago, Lawler has held a series of senior roles at Tesco, including business support director, Jack's MD and retail director for large stores in the north. She takes up the Convenience MD role from Kevin Tindall, who has now become Tesco MD for large stores. Following Lawler's return to Tesco, Stephanie Wood has taken over as One Stop's new MD. Wood took up the post last month after returning from maternity leave at Tesco, where she was acting as chief commercial Officer. Before that, her role was commercial director for fresh food and commodities.お知らせ • May 20Tesco PLC Announces Management Changes, Effective 16 June 2023Tesco announced that John Allan will be stepping down from his role as Chair of the Board and a Director of Tesco PLC, at Tesco's AGM on 16 June 2023. John was appointed in 2015 and his tenure as Chair was due to end shortly. The Board has confirmed the appointment of Byron Grote as Interim Chair. He is currently the Senior Independent Director (SID) and Chair of the Audit Committee and will be replaced in these positions by Stewart Gilliland as SID and Karen Whitworth as Chair of the Audit Committee. These appointments are effective from 16 June 2023 and on the appointment of the new permanent Chair, each of them will revert to their prior Board position. Byron Grote will chair the Tesco 2023 AGM. Stewart Gilliland will now lead the process to appoint a permanent Chair and a further announcement will be made in due course.お知らせ • May 12Tesco PLC, Annual General Meeting, Jun 16, 2023Tesco PLC, Annual General Meeting, Jun 16, 2023, at 10:30 Coordinated Universal Time. Location: our Heart building, Shire Park, Welwyn Garden City,Herts, AL7 1TW Welwyn Garden City Hertfordshire United Kingdomお知らせ • Feb 02Tesco PLC (LSE:TSCO) acquired Paperchase Products Limited.Tesco PLC (LSE:TSCO) acquired Paperchase Products Limited on January 31, 2023.Tesco PLC (LSE:TSCO) completed the acquisition 0f Paperchase Products Limited on January 31, 2023.お知らせ • Jan 12Tesco PLC to Report Fiscal Year 2023 Results on Apr 13, 2023Tesco PLC announced that they will report fiscal year 2023 results on Apr 13, 2023Reported Earnings • Oct 08First half 2022 earnings released: EPS UK£0.11 (vs UK£0.051 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£30.4b (up 5.9% from 1H 2021). Net income: UK£830.0m (up 112% from 1H 2021). Profit margin: 2.7% (up from 1.4% in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Recent Insider Transactions • Jul 31Non-Executive Chairman recently bought €55k worth of stockOn the 28th of July, John Allan bought around 20k shares on-market at roughly €2.75 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of €245k worth in shares.Executive Departure • Jun 24Senior Independent Director Deanna Oppenheimer has left the companyOn the 19th of June, Deanna Oppenheimer's tenure as Senior Independent Director ended after 9.3 years in the role. As of March 2021, Deanna still personally held 187.83k shares (€514k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.Executive Departure • Jun 24Independent Non-Executive Director Mark Armour has left the companyOn the 19th of June, Mark Armour's tenure as Independent Non-Executive Director ended after 7.8 years in the role. As of March 2021, Mark still personally held 39.47k shares (€108k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.Executive Departure • Jun 24Independent Non-Executive Director A. B. Olsson has left the companyOn the 19th of June, A. B. Olsson's tenure as Independent Non-Executive Director ended after 6.6 years in the role. As of March 2021, A. B. still personally held 44.98k shares (€123k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.Upcoming Dividend • May 13Upcoming dividend of UK£0.059 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 02 July 2021. Trailing yield: 5.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.2%).Executive Departure • May 01CFO & Executive Director has left the companyOn the 30th of April, Alan James Stewart's tenure as CFO & Executive Director ended after 6.6 years in the role. As of December 2020, Alan James personally held 98.74k shares (€321k worth at the time). A total of 2 executives have left over the last 12 months.Recent Insider Transactions • Apr 18Non-Executive Chairman recently bought €115k worth of stockOn the 14th of April, John Allan bought around 44k shares on-market at roughly €2.59 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of €190k worth in shares.Reported Earnings • Apr 17Full year 2021 earnings released: EPS UK£0.094 (vs UK£0.096 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£57.9b (flat on FY 2020). Net income: UK£717.0m (down 2.6% from FY 2020). Profit margin: 1.2% (down from 1.3% in FY 2020). Like-for-like sales growth: 6.3% vs FY 2020 Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.Is New 90 Day High Low • Feb 18New 90-day low: €2.77The company is down 17% from its price of €3.31 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.93 per share.Is New 90 Day High Low • Feb 16New 90-day low: €2.82The company is down 11% from its price of €3.18 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.00 per share.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to UK£2.82, the stock is trading at a trailing P/E ratio of 18.2x, down from the previous P/E ratio of 22.8x. This compares to an average P/E of 22x in the Consumer Retailing industry in Europe. Total returns to shareholders over the past three years are 32%.Is New 90 Day High Low • Feb 08New 90-day high: €2.83The company is up 14% from its price of €2.48 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.02 per share.Upcoming Dividend • Feb 08Upcoming Dividend of UK£0.51 Per ShareWill be paid on the 26th of February to those who are registered shareholders by the 15th of February. The trailing yield of 2.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).Is New 90 Day High Low • Jan 21New 90-day high: €2.79The company is up 20% from its price of €2.33 on 23 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.46 per share.Is New 90 Day High Low • Dec 29New 90-day high: €2.72The company is up 15% from its price of €2.36 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.50 per share.Is New 90 Day High Low • Nov 24New 90-day high: €2.66The company is up 6.0% from its price of €2.51 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.66 per share.Is New 90 Day High Low • Oct 30New 90-day low: €2.27The company is down 5.0% from its price of €2.39 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.54 per share.Recent Insider Transactions • Oct 13Independent Non-Executive Director recently bought €164k worth of stockOn the 8th of October, Simon Patterson bought around 70k shares on-market at roughly €2.32 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €238k more in shares than they have sold in the last 12 months.Analyst Estimate Surprise Post Earnings • Oct 08Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 7.1% at UK£28.7b. Revenue is expected to shrink by 8.7% over the next year, compared to a 2.6% growth forecast for the Consumer Retailing industry in Germany.Reported Earnings • Oct 08First half earnings releasedOver the last 12 months the company has reported total profits of UK£1.03b, down 6.4% from the prior year. Total revenue was UK£65.0b over the last 12 months, up 1.0% from the prior year.Is New 90 Day High Low • Oct 03New 90-day low: €2.28The company is down 9.0% from its price of €2.51 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.47 per share.業績と収益の成長予測DB:TCO0 - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/202979,0272,2682,1644,643132/29/202877,0262,1082,0474,501142/28/202774,9301,9441,8954,264142/28/202673,7121,7872,2403,906N/A11/30/202572,4461,6581,8623,529N/A8/23/202571,1791,5281,4863,155N/A5/23/202570,5481,5641,4353,039N/A2/22/202569,9161,6001,3802,919N/A11/22/202469,5381,7491,7903,244N/A8/24/202469,1591,8972,1993,569N/A5/24/202468,6731,8292,3263,704N/A2/24/202468,1871,7602,4533,839N/A11/24/202367,3961,5292,6544,024N/A8/26/202366,6041,2972,8554,209N/A5/26/202365,9639782,6643,966N/A2/25/202365,3226592,4723,722N/A11/25/202264,3857992,3993,603N/A8/27/202263,4479382,3263,484N/A5/27/202262,3961,2302,4533,621N/A2/26/202261,3441,5212,5793,757N/A11/26/202160,4651,2441,1882,429N/A8/28/202159,585966-2041,100N/A5/28/202158,736747-489851N/A2/27/202157,887528-775602N/A11/27/202058,092775-886469N/A8/29/202058,297833-997336N/A5/29/202058,194785-1,076192N/A2/29/202058,091736-1,15648N/A11/30/201959,390983N/A1,362N/A8/24/201960,6891,229N/A2,675N/A5/24/201962,3001,251N/A2,614N/A2/23/201963,9111,272N/A2,552N/A11/23/201862,4001,092N/A2,730N/A8/25/201860,888911N/A2,907N/A5/25/201859,191952N/A2,856N/A2/24/201857,493992N/A2,805N/A11/24/201757,206722N/A2,491N/A8/26/201756,918451N/A2,176N/A5/26/201756,418262N/A2,083N/A2/25/201755,91772N/A1,989N/A11/25/201655,111164N/A2,334N/A8/27/201654,305255N/A2,679N/A5/27/201654,119260N/A2,403N/A2/27/201653,933265N/A2,126N/A11/27/201554,979-2,649N/A1,118N/A8/29/201556,025-5,564N/A109N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TCO0の予測収益成長率 (年間7.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: TCO0の収益 ( 7.1% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: TCO0の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TCO0の収益 ( 2.3% ) German市場 ( 6.6% ) よりも低い成長が予測されています。高い収益成長: TCO0の収益 ( 2.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TCO0の 自己資本利益率 は、3年後には低くなると予測されています ( 18.3 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 04:25終値2026/06/17 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tesco PLC 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関Timothy AttenboroughBanco SantanderMatthew ClementsBarclaysJames AnsteadBarclays26 その他のアナリストを表示
Reported Earnings • May 20Full year 2026 earnings released: EPS: UK£0.28 (vs UK£0.23 in FY 2025)Full year 2026 results: EPS: UK£0.28 (up from UK£0.23 in FY 2025). Revenue: UK£73.7b (up 5.4% from FY 2025). Net income: UK£1.79b (up 12% from FY 2025). Profit margin: 2.4% (up from 2.3% in FY 2025). The increase in margin was driven by higher revenue. Like-for-like sales growth: 3.5% vs FY 2025 Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.
お知らせ • May 15Tesco PLC, Annual General Meeting, Jun 18, 2026Tesco PLC, Annual General Meeting, Jun 18, 2026. Location: the heart building, shire park, al7 1tw, welwyn garden city United Kingdom
お知らせ • May 08Tesco PLC Announces Resignation of Thierry Garnier as Director, Remuneration Committee, Nominations & Governance Committee and the Sustainability Committee, Effective May 6, 2026Tesco PLC announced that Thierry Garnier has resigned as a Director of the Company with immediate effect. Thierry was appointed to the Board as a Non-executive Director in April 2021 and during his tenure he has served on the Remuneration Committee, Nominations & Governance Committee and the Sustainability Committee.
お知らせ • Apr 17Tesco PLC (LSE:TSCO) announces an Equity Buyback for £750 million worth of its shares.Tesco PLC (LSE:TSCO) announces a share repurchase program. Under the program, the company will repurchase £750 million worth of shares. The program is valid till April 2027.
お知らせ • Feb 11Tesco PLC (LSE:TSCO) acquired five former Amazon Fresh stores in London.Tesco PLC (LSE:TSCO) acquired five former Amazon Fresh stores in London on February 9, 2026. These sites in Kensington High Street, Hounslow, Moorgate, Aldgate East and Wembley will reopen as Tesco Express stores before the summer. Tesco PLC (LSE:TSCO) completed the acquisition of five former Amazon Fresh stores in London on February 9, 2026.
お知らせ • Jan 07Tesco PLC to Report First Half, 2027 Results on Oct 08, 2026Tesco PLC announced that they will report first half, 2027 results on Oct 08, 2026
お知らせ • Jan 01Tesco PLC to Report Fiscal Year 2026 Results on Apr 16, 2026Tesco PLC announced that they will report fiscal year 2026 results on Apr 16, 2026
お知らせ • May 22Tesco Announces Executive ChangesTesco UK chief executive Matthew Barnes has stepped down from his post after more than a year to pursue other opportunities. Barnes, who joined the grocery giant in March 2024, will be succeeded by chief commercial officer Ashwin Prasad, effective 30 June. Prasad’s current post will be filled by the retailer’s Ireland and Northern Ireland CEO Natasha Adams, who will take on the newly created role of chief strategy and transformation officer from 9 June. Geoff Byrne, currently chief operating officer in Ireland, will takeover Adams’ current role.
お知らせ • May 09Tesco PLC, Annual General Meeting, Jun 12, 2025Tesco PLC, Annual General Meeting, Jun 12, 2025. Location: the heart building, shire park, al7 1tw, welwyn garden city United Kingdom
お知らせ • Jan 11Tesco PLC to Report First Half, 2026 Results on Oct 02, 2025Tesco PLC announced that they will report first half, 2026 results on Oct 02, 2025
お知らせ • Jan 09Tesco PLC to Report Q4, 2025 Results on Apr 10, 2025Tesco PLC announced that they will report Q4, 2025 results on Apr 10, 2025
お知らせ • Dec 19Tesco PLC Appoints Chris Kennedywill as Non-Executive Director, Member of the Audit Committee and Nominations and Governance Committee, Effect from 20 February 2025Tesco PLC announced that Chris Kennedywill be joining the Board as a Non-executive Director with effect from 20 February 2025. Chris will also be appointed as a member of the Audit Committee and Nominations and Governance Committee. To comply with provision 15 of the UK Corporate Governance Code 2024, Chris will step down from Whitbread plc at the conclusion of the 2025 AGM to ensure he has sufficient capacity to meet the needs of Tesco.
Reported Earnings • Oct 06First half 2025 earnings released: EPS: UK£0.15 (vs UK£0.12 in 1H 2024)First half 2025 results: EPS: UK£0.15 (up from UK£0.12 in 1H 2024). Revenue: UK£34.8b (up 2.9% from 1H 2024). Net income: UK£1.02b (up 16% from 1H 2024). Profit margin: 2.9% (up from 2.6% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 10Upcoming dividend of UK£0.083 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (4.2%).
Declared Dividend • Apr 12Final dividend of UK£0.083 announcedShareholders will receive a dividend of UK£0.083. Ex-date: 16th May 2024 Payment date: 28th June 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 10% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 11+ 2 more updatesTesco PLC, Annual General Meeting, Jun 14, 2024Tesco PLC, Annual General Meeting, Jun 14, 2024. Agenda: To consider changes to board and committee composition.
Reported Earnings • Apr 10Full year 2024 earnings released: EPS: UK£0.25 (vs UK£0.10 in FY 2023)Full year 2024 results: EPS: UK£0.25 (up from UK£0.10 in FY 2023). Revenue: UK£68.2b (up 3.7% from FY 2023). Net income: UK£1.76b (up 133% from FY 2023). Profit margin: 2.6% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 10Tesco PLC Announces Board and Committee ChangesTesco PLC announced that: Byron Grote has confirmed that he plans to retire from the Board and will not stand for re-election at the Company's 2024 Annual General Meeting ('AGM') to be held on 14 June 2024; Carolyn Fairbairn will be appointed as Senior Independent Director and a member of the Audit Committee with effect from the conclusion of the Company's 2024 AGM; Karen Whitworth will be appointed as Chair of the Audit Committee and a member of the Remuneration Committee with effect from the conclusion of the Company's 2024 AGM; Melissa Bethell will be appointed a member of the Remuneration Committee with effect from the conclusion of the Company's 2024 AGM and will succeed Alison Platt as Chair of the Remuneration Committee when she steps down from the Board at the 2025 AGM; Thierry Garnier will step down from the Remuneration Committee and become a member of the Sustainability Committee with effect from the conclusion of the Company's 2024 AGM; and Melissa Bethell, Bertrand Bodson, Carolyn Fairbairn, Thierry Garnier, Caroline Silver and Karen Whitworth will become members of the Nominations and Governance Committee with effect from 1 June 2024. The appointments ensure all Non-executive Directors are fully involved in key decisions regarding Board and senior management appointments, succession planning and talent development.
Board Change • Feb 12High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Non-Executive Chair Gerry Murphy was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 02+ 1 more updateTesco PLC to Report First Half, 2025 Results on Oct 03, 2024Tesco PLC announced that they will report first half, 2025 results on Oct 03, 2024
お知らせ • Nov 18Barclays Reportedly Exploring Deal for Tesco's Banking UnitBarclays PLC (LSE:BARC) has been exploring a potential acquisition of Tesco PLC (LSE:TSCO)'s banking operations, two people familiar with the matter told Reuters. The British food retailer has asked prospective buyers to submit non-binding offers for Tesco Personal Finance plc (Tesco Bank) by the end of the week, as part of efforts to shrink its financial services footprint, one of the people said. Barclays has already made an indicative bid, this person said, adding that it is particularly interested in Tesco Bank's credit card and saving account products. Other bidders are expected, people with knowledge of the process said. There is no certainty that a transaction will materialise, the people said. Tesco's banking operations could be attractive to other lenders because of the opportunity to cross-sell banking products to the grocer's customer base, the first two people said. But tough market conditions risk denting the appetite of potential buyers, one of them said. Barclays declined to comment. Tesco Plc and Tesco Bank declined to comment.
お知らせ • Oct 18Tesco Reportedly Kickstarts Potential Sale of Banking ArmTesco Plc (LSE:TSCO) has started the process for a potential sale of its banking arm, according to people familiar with the matter. The grocer has appointed Goldman Sachs Group Inc. as its adviser and begun to reach out to potential buyers, the people said, who asked not to be identified discussing a private matter. The undertaking is at an early stage, the people said.
お知らせ • Sep 23Tesco PLC to Report First Half, 2024 Results on Oct 04, 2023Tesco PLC announced that they will report first half, 2024 results on Oct 04, 2023
お知らせ • Sep 02Tesco PLC Appoints Dame Carolyn Fairbairn as Non-Executive DirectorHSBC Holdings plc confirmed that Dame Carolyn Fairbairn, a non-executive Director of the Company, has been appointed as a non-executive Director of Tesco PLC, with effect from 1 September 2023.
お知らせ • Jul 04Tesco plc Announces Appointment of Gerry Murphy as Non-Executive Chair on 1 September 2023Tesco PLC announces that Dr Gerry Murphy will join the Board and be appointed Chair on 1 September 2023. Gerry Murphy has extensive global leadership experience in both executive and non-executive roles. He is currently Chair of Burberry Group plc and Tate & Lyle PLC. He will step down from Tate & Lyle PLC on 1 September 2023 to ensure he has sufficient capacity to act as Chair of Tesco. He has previously served as a non-executive director of companies including British American Tobacco plc, Merlin Entertainments plc, Novar plc, Abbey National plc and Reckitt Benckiser plc. Gerry Murphy's executive career was spent in retail and other customer-focused businesses in senior leadership and commercial roles. Most recently he served as group chief executive of Kingfisher plc. He was previously chief executive of Carlton Communications plc, Exel plc and Greencore Group plc. He was also previously Chair of The Blackstone Group International Partners LLP, Blackstone's principal European entity.
お知らせ • Jul 03Tesco Announces Executive ChangesTesco promoted Sarah Lawler to MD of Tesco Convenience as part of a leadership shake-up in its small stores operations. Lawler moves to Tesco Convenience from the Tesco-owned One Stop business, where she has been managing director since July 2022. Since starting out as a store manager over 20 years ago, Lawler has held a series of senior roles at Tesco, including business support director, Jack's MD and retail director for large stores in the north. She takes up the Convenience MD role from Kevin Tindall, who has now become Tesco MD for large stores. Following Lawler's return to Tesco, Stephanie Wood has taken over as One Stop's new MD. Wood took up the post last month after returning from maternity leave at Tesco, where she was acting as chief commercial Officer. Before that, her role was commercial director for fresh food and commodities.
お知らせ • May 20Tesco PLC Announces Management Changes, Effective 16 June 2023Tesco announced that John Allan will be stepping down from his role as Chair of the Board and a Director of Tesco PLC, at Tesco's AGM on 16 June 2023. John was appointed in 2015 and his tenure as Chair was due to end shortly. The Board has confirmed the appointment of Byron Grote as Interim Chair. He is currently the Senior Independent Director (SID) and Chair of the Audit Committee and will be replaced in these positions by Stewart Gilliland as SID and Karen Whitworth as Chair of the Audit Committee. These appointments are effective from 16 June 2023 and on the appointment of the new permanent Chair, each of them will revert to their prior Board position. Byron Grote will chair the Tesco 2023 AGM. Stewart Gilliland will now lead the process to appoint a permanent Chair and a further announcement will be made in due course.
お知らせ • May 12Tesco PLC, Annual General Meeting, Jun 16, 2023Tesco PLC, Annual General Meeting, Jun 16, 2023, at 10:30 Coordinated Universal Time. Location: our Heart building, Shire Park, Welwyn Garden City,Herts, AL7 1TW Welwyn Garden City Hertfordshire United Kingdom
お知らせ • Feb 02Tesco PLC (LSE:TSCO) acquired Paperchase Products Limited.Tesco PLC (LSE:TSCO) acquired Paperchase Products Limited on January 31, 2023.Tesco PLC (LSE:TSCO) completed the acquisition 0f Paperchase Products Limited on January 31, 2023.
お知らせ • Jan 12Tesco PLC to Report Fiscal Year 2023 Results on Apr 13, 2023Tesco PLC announced that they will report fiscal year 2023 results on Apr 13, 2023
Reported Earnings • Oct 08First half 2022 earnings released: EPS UK£0.11 (vs UK£0.051 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£30.4b (up 5.9% from 1H 2021). Net income: UK£830.0m (up 112% from 1H 2021). Profit margin: 2.7% (up from 1.4% in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Recent Insider Transactions • Jul 31Non-Executive Chairman recently bought €55k worth of stockOn the 28th of July, John Allan bought around 20k shares on-market at roughly €2.75 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of €245k worth in shares.
Executive Departure • Jun 24Senior Independent Director Deanna Oppenheimer has left the companyOn the 19th of June, Deanna Oppenheimer's tenure as Senior Independent Director ended after 9.3 years in the role. As of March 2021, Deanna still personally held 187.83k shares (€514k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.
Executive Departure • Jun 24Independent Non-Executive Director Mark Armour has left the companyOn the 19th of June, Mark Armour's tenure as Independent Non-Executive Director ended after 7.8 years in the role. As of March 2021, Mark still personally held 39.47k shares (€108k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.
Executive Departure • Jun 24Independent Non-Executive Director A. B. Olsson has left the companyOn the 19th of June, A. B. Olsson's tenure as Independent Non-Executive Director ended after 6.6 years in the role. As of March 2021, A. B. still personally held 44.98k shares (€123k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 3.17 years.
Upcoming Dividend • May 13Upcoming dividend of UK£0.059 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 02 July 2021. Trailing yield: 5.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (4.2%).
Executive Departure • May 01CFO & Executive Director has left the companyOn the 30th of April, Alan James Stewart's tenure as CFO & Executive Director ended after 6.6 years in the role. As of December 2020, Alan James personally held 98.74k shares (€321k worth at the time). A total of 2 executives have left over the last 12 months.
Recent Insider Transactions • Apr 18Non-Executive Chairman recently bought €115k worth of stockOn the 14th of April, John Allan bought around 44k shares on-market at roughly €2.59 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of €190k worth in shares.
Reported Earnings • Apr 17Full year 2021 earnings released: EPS UK£0.094 (vs UK£0.096 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: UK£57.9b (flat on FY 2020). Net income: UK£717.0m (down 2.6% from FY 2020). Profit margin: 1.2% (down from 1.3% in FY 2020). Like-for-like sales growth: 6.3% vs FY 2020 Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.
Is New 90 Day High Low • Feb 18New 90-day low: €2.77The company is down 17% from its price of €3.31 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.93 per share.
Is New 90 Day High Low • Feb 16New 90-day low: €2.82The company is down 11% from its price of €3.18 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.00 per share.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to UK£2.82, the stock is trading at a trailing P/E ratio of 18.2x, down from the previous P/E ratio of 22.8x. This compares to an average P/E of 22x in the Consumer Retailing industry in Europe. Total returns to shareholders over the past three years are 32%.
Is New 90 Day High Low • Feb 08New 90-day high: €2.83The company is up 14% from its price of €2.48 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.02 per share.
Upcoming Dividend • Feb 08Upcoming Dividend of UK£0.51 Per ShareWill be paid on the 26th of February to those who are registered shareholders by the 15th of February. The trailing yield of 2.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).
Is New 90 Day High Low • Jan 21New 90-day high: €2.79The company is up 20% from its price of €2.33 on 23 October 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.46 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €2.72The company is up 15% from its price of €2.36 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.50 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €2.66The company is up 6.0% from its price of €2.51 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.66 per share.
Is New 90 Day High Low • Oct 30New 90-day low: €2.27The company is down 5.0% from its price of €2.39 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.54 per share.
Recent Insider Transactions • Oct 13Independent Non-Executive Director recently bought €164k worth of stockOn the 8th of October, Simon Patterson bought around 70k shares on-market at roughly €2.32 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €238k more in shares than they have sold in the last 12 months.
Analyst Estimate Surprise Post Earnings • Oct 08Semi-annual earnings released: Revenue misses expectationsSemi-annual revenue missed analyst estimates by 7.1% at UK£28.7b. Revenue is expected to shrink by 8.7% over the next year, compared to a 2.6% growth forecast for the Consumer Retailing industry in Germany.
Reported Earnings • Oct 08First half earnings releasedOver the last 12 months the company has reported total profits of UK£1.03b, down 6.4% from the prior year. Total revenue was UK£65.0b over the last 12 months, up 1.0% from the prior year.
Is New 90 Day High Low • Oct 03New 90-day low: €2.28The company is down 9.0% from its price of €2.51 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.47 per share.