magazine archive
magazine archive
Week Ahead
Tesco’s trading update may hold the key to full-year expectations
Thursday 05 Jun 2025It has been an unusually unsettled time for shareholders in the UK’s largest supermarket group, with the shares falling heavily in mid-March after rival Asda warned it would start another price war. The stock tumbled again in mid-April when the company revealed operating profit for the current...
British American Tobacco has been a stalwart for investors so far this year
Thursday 29 May 2025It has been a good 2025 so far for shareholders in dull defensive stocks like British American Tobacco (BATS) , as markets get whipsawed one way and another by on-off tariff announcements and trade deals. At the time of writing, BAT shares are up 430p or 15% year-to-date, on top of which the firm...
B&M’s new boss needs to restore confidence in discounter’s growth story
Thursday 22 May 2025Business 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...
Nvidia: Markets brace for the biggest earnings show in town
Thursday 22 May 2025AI (artificial intelligence) chips leader Nvidia (NVDA:NASDAQ) has quietened many of its critics in recent weeks following announcements of plans for next-generation data centres, a series of innovation partnerships and orders for $7 billion worth of its advanced GPUs (graphics processing units)...
Focus on cyber attack as Marks & Spencer readies full-year results
Thursday 15 May 2025The focus when Marks & Spencer (MKS) posts its full-year results may be less about the numbers themselves and more about the company quantifying the impact of a crippling cyber attack. Over the last few years, Marks has made real progress in rejuvenating its brand, broadening the appeal of its...
Will the struggling US housing market weigh on Home Depot?
Thursday 15 May 2025US home improvement chain Home Depot (HD:NYSE) is set to post its earnings for the three months to 30 April on 20 May. Investors will be looking to see if weakening consumer confidence and an uneven US housing market are having a knock-on effect on sales, in what is the company’s fiscal first...
Can Burberry buck the luxury sector malaise with its full-year results?
Thursday 08 May 2025Investors maybe pinning their hopes on a glimmer of recovery in the luxury goods sector when UK fashion house Burberry (BRBY) reports its results for the 52 weeks ending 29 March on 14 May. The sector has been struggling due to weakness in the largest luxury goods markets – US and China - which has...
Will better weather boost indebted JD Wetherspoon?
Thursday 01 May 2025Investors will be hoping recent better weather and a series of major sporting events have boosted takings at pubs group JD Wetherspoon (JDW) , now readying its third quarter update for release on 7 May. In common with the rest of the hospitality sector, JD Wetherspoon trades against a tough...
Can Coca-Cola demonstrate its resilience?
Thursday 24 Apr 2025Investors will expect resilient first-quarter figures and potentially another earnings beat from Coca-Cola (KO:NYSE) when the beverages giant serves up first quarter results on 29 April. Iconic brands including ‘Coke’, the world’s most recognised soft drink, unparalleled distribution capabilities...
Investors will scrutinise 2025 earnings guidance from the ‘Big Four’ US banks
Thursday 10 Apr 2025Although we previewed this Friday’s upcoming first-quarter results (11 April) from the world’s largest bank JPMorgan (JPM:NYSE) in last week’s magazine, these days an awful lot can change in markets in the course of a week. Previously, chief executive Jamie Dimon had been upbeat about the outlook...