In Sainsbury's (SBRY) last set of results for the 52 weeks ending 1 March, the company impressed investors with double-digit growth and an underlying operating profit topping £1 billion. The company also said it had completed a £200 million share buyback and increased its full-year dividend by 4% to 13.6p. However, Sainsbury's can't ignore the 'elephant in the room' which is the supermarket...

Haleon (HLN) 390.9p Market cap: £35.6 billion Geopolitical turbulence and Donald Trump's tariffs mean uncertainties abound for investors, with the outlook for global markets and economies likely to remain unclear for some time to come. Given this backdrop, savvy portfolio builders should increase their exposure to high-quality, cash-generative large-caps whose earnings have a defensive bent....

UK like-for-likes up 5.1% Full-year guidance unchanged Market remains 'intensely competitive' Grocery giant Tesco (TSCO) delivered robust first-quarter sales growth as what CEO Ken Murphy dubbed its 'powerful value proposition' drove further market share gains across the board for Britain's biggest retailer. Tesco's shares ticked up 2.3% to 394p on the positive news, although the absence of a...

Hilton Food (HFG) 870p Market cap: £779 million A share price pause for breath at Hilton Food (HFG) presents a buying opportunity for investors seeking a high-quality international business with defensive attributes, robust cash generation and a tasty long-term growth runway. This meat and fish packing business is taking market share around the globe and has positive trading momentum, yet the...

Warm Easter holiday weather boosted seasonal sales of outdoor and gardening products and encouraged consumers to get out and spend on 'big-ticket' projects. Among the beneficiaries was DIY chain Wickes (WIX), where revenue grew 6.9% in the 17 weeks to 26 April 2025. The specialty retailer highlighted 'strong volume-led' retail sales, up 9.2% on a like-for-like basis. Wickes, which opened its...

Business at value-focused shopkeeper B&M European Value Retail (BME) should be booming when households are watching every penny, so the fact the company isn't on a growth tear suggests tweaks to the strategy and customer proposition could be needed under new broom Tjeerd Jegen. The recently appointed CEO will provide an experienced hand at the tiller for the variety goods retailer, whose...

JPMorgan Claverhouse Investment Trust (JCH) 760p Market cap: £419.9 million Investors seeking to inflation-proof portfolios and tap into the re-rating potential of the undervalued UK equity market, with further Bank of England rate cuts among the catalysts, should consider putting to money to work with JPMorgan Claverhouse (JCH). This UK Equity Income sector mainstay boasts a 52-year track...

Record sales and profits Continued margin expansion 35th year of dividend growth Premium food producer Cranswick (CWK) reported record full-year revenue and pre-tax profit, ahead of market forecasts, sending the shares up more than 4% to a new high of £54.90. Despite a 10% pullback in the shares on 12 May following an investigation into animal cruelty at a Lincolnshire farm, the shares are up...

FY26 retail profit guidance below consensus Investors cheer buyback and special dividend Reaction in sharp contrast to Tesco last week Investors in the UK's second-largest supermarket group Sainsbury's (SBRY) were treated to a triptych of good news with better-than-expected full-year results, a new £200 million buyback and a special dividend. This seemed to overshadow the news retail profit...

Since taking over the helm at Tesco (TSCO) four years ago, chief executive Ken Murphy and the rest of the team have done a fine job of steering the grocery giant to record profits and its highest market share in a decade. It was a surprise, therefore, when the shares dropped 6% on the day the company posted its 2024/25 annual results, but the reaction was based on what was to come rather than...

Supermarket Income REIT (SUPR) 77.1p Market cap: £959 million Experts reckon we could survive three days or nine meals with empty supermarket shelves before a full-blown societal collapse. That's how vital supermarkets are to our everyday existence. So, invest in shares of Tesco (TSCO), Sainsbury's (SBRY) or Marks & Spencer (MKS) during times of market turbulence? That is a possible option,...

These days it seems as though every company and their dog are buying back shares, if the morning flood of RNS (regulatory news service) announcements is anything to go by. Out of 300-odd news stories each day from 7am, by our reckoning over a third are 'transaction in own shares'. Although it remains to be seen whether that trend will continue in the face of market turbulence. Notably Tesco...

UK stocks posted their biggest gains since the pandemic on Thursday after the US paused new reciprocal tariffs, as investors welcomed a break from recent volatility and easing price pressures in the US. The FTSE 100 index closed up 233.77 points, 3.0%, at 7,913.25. The FTSE 250 ended 626.77 points higher, 3.5%, at 18,517.41. The AIM All-Share advanced 17.96 points, 2.9%, at 644.97. The Cboe UK...

The FTSE 100 snapped back on Thursday, mirroring a global relief rally after US President Donald Trump paused the rollout of new tariffs. China, on the other hand, has urged the US to meet it 'halfway' after Trump said he was raising tariffs on China to 125% from an earlier 104%. These took effect at the same time as retaliatory levies of 84% slapped on by Beijing on US imports. China's...

Last year's earnings top estimates This year's guidance disappoints Shares fall from recent highs The much-awaited full-year 2024/25 earnings update from supermarket giant Tesco (TSCO) ended up being something of a let-down after the firm beat forecasts but warned operating profit for the coming year would be lower due to the 'competitive intensity' of the UK market. The shares, which recently...

Judging by how well shares in Sainsbury's (SBRY) have held up during the global market sell-off, investors are betting the UK's second-largest supermarket chain won't deliver a nasty surprise when it reports its results for the year to the end of March on 17 April. The firm published an 'aide-memoire' a few months ago repeating its guidance from the third quarter that underlying operating...

The sweeping tariffs unveiled by president Donald Trump on 2 April 2025, dubbed 'Liberation Day' by the administration, have significantly impacted financial markets, seemingly disrupting decades of economic norms, at least in the short term. We discuss the details and initial market reaction elsewhere in this magazine and it's only natural as an investor to be somewhat shaken by these...

With online sales rising to 30% of all retail sales last year, according to the Office for National Statistics, there are more parcels than ever ending up on people's front doorsteps. This has created an opportunity for unscrupulous criminals to steal goods from unsuspecting citizens who may not be home or may be unaware of the delivery. The BBC's Watchdog programme recently featured one...

The benefits of a stocks and shares ISA are best measured over the long term. Investors should look to get rich slowly through the power of compounding.Compounding describes the process whereby investment returns themselves generate future gains. The value of an investment can increase exponentially because growth is earned on both the initial sum of money plus the accumulated wealth.Imagine...

A surprise announcement from Asda has caught investors off guard and threatened to spark a supermarket price war. Its UK rivals were knocked off their axis by the profit warning and a statement it intends to invest more in price and store standards this year.Executive chair Allan Leighton said the chief aim behind Asda's move was to restore the supermarket's 5% to 10% price gap 'which had...