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What smart money is saying about Marks & Spencer Group plcUnited Kingdom flag

MKS.L · Consumer Cyclical · Department Stores

1 fund in our archive has pitched Marks & Spencer Group plc — most recently Ariel Global in March 2026.

Company profile

Marks and Spencer Group plc operates various retail stores. It operates through five segments: UK Clothing & Home, UK Food, International, Ocado, and All Other. The company offers protein deli and dairy; produce; ambient and in-store bakery; meals dessert and frozen; and hospitality and Food on the Move' products. The company also provides womenswear, menswear, lingerie, kids wear, and home products; financial services, including credit cards, payment solutions, insurances, savings, and loans; and renewable energy services. In addition, it invests in and develops real estate properties; operates international franchises; and provides its products online. The company also exports its products. It operates 1,487 stores in worldwide. The company was founded in 1884 and is headquartered in London, the United Kingdom.

Fund coverage · 1 thesis

  • Ariel Global
    March 2026

    Marks & Spencer Group plc is a revitalized UK retailer with stronger operations, a healthier balance sheet, and improving capital return potential, offering turnaround-driven upside.

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