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Posted by
Two Blokes Apr 15 -
Filed in
Stock
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5 views
Upgraded Tesco (TSCDY) to a buy rating due to improved fundamentals and attractive valuation, despite conservative FY26 guidance. Strong cost management and pricing strategy led to 8.6% y/y net income growth and increased market share in FY25. Retail media and data monetization efforts are scaling rapidly, potentially boosting earnings with high-margin revenue streams.