Tesco's banking sale is the latest sign UK food retailers are shifting their focus back to the 'bread and butter' of their core business. Russ Mould at AJ Bell said: "We’re in an era where companies are going back to basics – focusing on what they do best and letting non-core operations either be outsourced or sold." Tesco Chief executive Ken Murphy said the transaction will significantly reduce its financial liabilities, and strengthen the balance sheet and allow "us to focus on continuing to grow our core ...

交易详情 - Tesco PLC将大部分银行业务出售给Barclays PLC，交易金额高达£700 million[1] - Tesco将首次收到£600 million的款项，之后再获得£100 million的净现金[2] - 大部分出售所得将以增量股份回购的形式返还给股东[3] 财务影响 - 与此前Tesco Bank在2023年8月支付的£250 million特别股息相结合，预计Tesco总共将收到约£1 billion现金[4] - 该交易将显著减少Tesco的财务负债，加强资产负债表，使其能够专注于继续发展核心零售业务[5] - Tesco已将信用卡、贷款和储蓄业务出售给Barclays，从资产负债表中剥离了£7.7 billion的资本密集型资产和£6.7 billion的财务负债[5] 业务调整 - Tesco将保留Tesco Bank的所有其他现有业务，包括保险、ATM、旅行货币和礼品卡[6] 预期效益 - 预计增量股份回购以及银行业务出售和合作伙伴关系的综合效应将对每股收益产生轻微增值效应[7]

Tesco与Barclays合作 - Tesco宣布将Tesco Bank的零售银行业务以6亿英镑的价格出售给Barclays[1] - Barclays将收购信用卡、无抵押个人贷款、存款和运营基础设施，这些业务在2023年2月结束的12个月中的调整后运营利润约为8500万英镑[4] 股票回购计划 - Tesco将利用10亿英镑中的大部分资金进行股票回购，其中包括之前宣布的Tesco Bank的特别股息[2] 长期合作计划 - Barclays还将与Tesco达成独家战略合作伙伴关系，为期10年，使用Tesco品牌推广和分销信用卡、无抵押个人贷款和存款，每年支付5000万英镑[5]

Tesco PLC分析 - 摩根士丹利认为Tesco PLC是欧洲零售业的首选[1] 零售商营收增长预测 - 预计零售商将受益于以销量为主导的营收增长[2] Sainsbury业务展望 - 摩根士丹利将Sainsbury的评级从偏轻仓升级为持平，预计杂货业务的利润前景将改善[4] AB Foods风险评估 - AB Foods被下调至持平，认为利润回收的叙事已经结束，存在销量增长的风险[5] Kingfisher市场趋势展望 - Kingfisher被下调至偏轻仓，预计英国/法国/波兰的DIY市场趋势将在未来12个月继续具有挑战性[6]

Investors looking for stocks in the Retail - Supermarkets sector might want to consider either Tesco PLC (TSCDY) or Walmart (WMT) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revi ...

Dave Lewis, the former Tesco PLC (LSE:TSCO) boss, has joined Morrisons’ private equity owner as an advisor, in a bid for the supermarket to regain its lost market share. Clayton, Dubilier & Rice (CD&R) has hired the veteran retail boss to improve its retail and consumer offering, with Lewis commanding a strong reputation following his turnaround job at Tesco. “I believe his knowledge and experience, built up over three decades, will be of great value to CD&R funds as we consider new investments and continue ...

红海地区局势 - 一艘油轮在美国和伊朗之间的争端中被扣押在阿曼海岸附近[1] - 英国海事当局的报告显示，袭击是由身着军事制服的个人进行的[2] - 中东地区航运威胁达数十年来最高水平，英国皇家海军的“钻石号”击落了针对油轮的无人机[3] 航运影响 - 马士基首席执行官警告称，重新开放红海航线可能需要数月时间[4] - 马士基的文森特·克莱克将袭击描述为“残酷和戏剧性”，指出“没有赢家”[5] - 全球贸易中约有12%经过红海，11月份每天只有约20万个集装箱通过[6] 绕道航线 - 船东表示，完成绕道航线比传统红海航线需要额外花费7至20天的时间[7] - 乐购首席执行官警告称，绕过南非而不是通过红海可能导致商店价格上涨[8]

Tesco业绩表现 - 英国超市巨头Tesco PLC宣布提升盈利预测，预计全年营业利润将达到约27.5亿英镑，自之前的26-27亿英镑的指引[1] - 在节日期间的关键六周内，Tesco的基础销售增长了6.8%，在距离节日还有四周时增长至9.2%[2] - 尽管面临来自Aldi和Lidl等折扣店的激烈竞争，Tesco成功略微提高了其在英国杂货市场的份额，达到近28%。截至1月6日的13周内，公司各业务的同店销售增长了6.6%[3] Tesco与Sainsbury比较 - 相比之下，Sainsbury在类似时间段内销售增长了9.3%，但由于其Argos综合零售业务表现平平，股价受到影响[4]

Dow Jones报道 - Jessica Davies在Dow Jones担任编辑时曾领导团队报道了Abraaj Group资金滥用的新闻[2] Proactive新闻团队 - Proactive的新闻团队遍布全球金融和投资中心，包括伦敦、纽约、多伦多、温哥华、悉尼和珀斯[4] - Proactive团队专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事[5]

Dow Jones报道 - Jessica Davies在Dow Jones担任编辑时曾领导团队报道了Abraaj Group资金滥用的新闻[2] Proactive团队 - Proactive的新闻团队遍布全球金融和投资中心，包括伦敦、纽约、多伦多、温哥华、悉尼和珀斯[4] - Proactive团队专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事[5]