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Tesco Provides Rare Stability In Today's Turmoil

Sep. 03, 2022 10:06 AM ETTesco PLC (TSCDF), TSCDYJSAIY, JSNSF, MRWSF, MRWSY1 Comment


  • Tesco's market leadership in the UK is growing.
  • Financial performance is sector-leading.
  • Dividend yield is tempting and is likely to be sustainable.

Tesco Supermarket Shopfront


Tesco will maintain UK leadership for years to come

Tesco's (OTCPK:TSCDY) (OTCPK:TSCDF) market share and scale allow it to navigate the ups and downs of the UK economy and of the retail market with more agility

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I have an extensive 24-year career experience in analyzing and valuing companies. I started my career as a buy side then a sell side equity analyst, then I worked as a private equity analyst for several years then as a long-term corporate investor of both equity and debt. Since the start of my career until now, I have been constantly screening, analyzing and investing in stocks - more intensely since mid 2014 when I started building a significant portfolio in UK, US and European stocks. My portfolio has significantly outperformed the comparable indices of the FTSE 100 and the S&P 500, so I thought to share some of my thoughts and experiences publicly.

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Comments (1)

Long TSCO (the UK stock, I am a US national and lived in London for a long period). Was also a very happy owner of Booker stock until Tesco bought the company. IMV Tesco is looking good at both company and sector levels.

At the company level, Tesco lost its way for a time after Terry Leahy stepped down, but Dave Lewis is a total hero IMV. The return to an investment-grade credit rating and the restoration of the dividend were important signs of revival. In sector terms, Tesco has benefited from one corporate combination that took place and another that did not. I hated to see Booker taken off the market (the deal completed in March 2018), but think it was a good move by Tesco. And in 2019, UK competition regulators blocked the proposed merger of Sainsbury and Asda, the second- and third-largest UK supermarket chains. (Current market shares are roughly Tesco 27%, Sainsbury 15%, Asda 14%.)
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