FTSE 100 news / Companies and sectors / Retail / 15 October 2026
Retail: sector news on Thursday 15 October 2026
Average tone +2.8 (slightly positive) across 5 companies with relevant coverage, from 95 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| Marks & Spencer | +4.5 | 33 | Coverage leaned positive, led by UBS raising its target price to 465p and strong interest in the Coco de Mer lingerie range and autumn and Christmas products. |
| Tesco | +5.0 | 27 | Coverage was mostly positive, led by the Clubcard expansion to more than 500 brands, a one-year share price high, a strong interim update and 28,000 Christmas jobs. |
| Sainsbury's | −0.5 | 19 | Coverage was mixed, with several product recalls naming Sainsbury's weighing against new supplier launches, an AI shopping feature and shares moving above their 200-day average. |
| Burberry Group | +7.0 | 13 | Coverage centred on Burberry's collection with the King's Highgrove Gardens, which drew widespread positive publicity, and on the shares leading the FTSE 100 gains. |
| Kingfisher | −2.0 | 3 | Coverage centred on B&Q and Screwfix warning about a rule change and the B&Q boss cautioning over tax rises in the Budget, which leans negative. |
| JD Sports | – | 0 | |
| Next | – | 0 |
Strongest stories in the sector
- +10.0 UBS raises Marks & Spencer target price to 465p on online margin upside
UBS target raised to 465p on online margin upside - +10.0 UBS raises M&S target to 465p as online margin deep dive points to mid-term upside
UBS sees mid-term upside from online margins - +10.0 UBS Raises Marks and Spencer PT, Maintains Buy Rating
UBS raises target and keeps Buy rating - +9.2 Picard accelerates UK expansion with nationwide Sainsbury’s launch
Nationwide launch of supplier's range in Sainsbury's - +9.2 Why Is FTSE 100 Grocer J Sainsbury (LSE:SBRY) Stock In Focus After Tesco's Strong Interim Update?
Refers to Tesco's strong interim update. - +8.3 FTSE 100 rises 0.5 percent as Burberry leads at midday - ad-hoc-news.de
Burberry led FTSE 100 gains at midday. - +8.3 Aviva and M&S shares tipped to go even higher
Shares tipped to rise further - −8.3 Harrods and M&S among retailers caught in wave of UK cyber attacks
Named among retailers hit by cyber attacks - +8.3 Tesco (LON:TSCO) Hits New 1-Year High - Time to Buy?
Share price hitting new one-year high. - +8.0 FTSE 100 Live: Burberry leads modest open as Asian tech steadies after rout
Burberry leading FTSE 100 open. - +7.5 Burberry launches latest collection in partnership with King’s Highgrove Gardens
Positive royal-linked collection launch boosts brand profile. - +7.5 FTSE 100 opens flat as Burberry leads gains and Softcat reports profit growth
Burberry led FTSE 100 gains at the open.