What smart money is saying about Tesco PLC
2 funds in our archive have pitched Tesco PLC — most recently Artisan Non-U.S. Growth Strategy in December 2025.
Tesco PLC, together with its subsidiaries, engages in retailing and retail banking activities. It provides food products through approximately 4,752 stores in the United Kingdom, Republic of Ireland, the Czech Republic, Slovakia, and Hungary, as well as through online. The company is also involved in the food and drink wholesaling activities. In addition, it offers banking and insurance services in the United Kingdom. Further, the company operates a network of one stop convenience stores; and provides data science, technology, software, and consultancy services. Tesco PLC was founded in 1919 and is headquartered in Welwyn Garden City, the United Kingdom.
Fund coverage · 2 theses
- Artisan Non-U.S. Growth StrategyDecember 2025
Tesco is a leading UK grocer leveraging scale and price leadership to gain share, with retail media and buybacks supporting earnings growth.
Read the full thesis - Latitude Global FundMarch 2025
Tesco is poised for double-digit returns due to its market dominance, strong cash flow, and disciplined capital allocation strategies.
Read the full thesis
Read every full thesis on Tesco PLC
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→