Companies And Markets Weekly

In this week’s episode, Lawrence is joined by Megan Boxall, Graham Neary, and Roland Head to talk through the first full week of company updates of 2025. With the newswire springing back to life midweek, we discuss:

• The contrasting fortunes of Greggs and B&M - will they be able to continue seeing growth from store rollouts alone, or will other approaches be needed? Plus, how much would Megan pay for her regular order from Greggs?
• Major UK supermarkets reported on their Christmas trading this week - is the trend of the middle class “shopping down” starting to reverse?
• H&Ts trading update, and the benefits of owning a growing pawnbroker as a form of exposure to gold.
• The differing fortunes of two healthcare stocks going through acquisitions.

Access on-the-day analysis of the biggest stories every weekday with Stockopedia's Daily Stock Market Report. Discover it with a 14-day trial of our stock market research platform at stk.pe/pod

Stocks we discuss

Greggs: https://www.stockopedia.com/share-prices/greggs-LON:GRG/

B&M European: https://www.stockopedia.com/share-prices/bm-european-value-retail-sa-LON:BME/

Tesco: https://www.stockopedia.com/share-prices/tesco-LON:TSCO/

Marks and Spencer: https://www.stockopedia.com/share-prices/marks-and-spencer-LON:MKS/

H&T: https://www.stockopedia.com/share-prices/h-t-LON:HAT/

Poolbeg Pharma: https://www.stockopedia.com/share-prices/poolbeg-pharma-LON:POLB/

Alliance Pharma: https://www.stockopedia.com/share-prices/alliance-pharma-LON:APH/

Next: https://www.stockopedia.com/share-prices/next-LON:NXT/

Fast Retailing Co: https://www.stockopedia.com/share-prices/fast-retailing-co-TYO:9983/

Extra Stockopedia content we mention:

Catch up on our roundtable webinar here: https://www.stockopedia.com/academy/events/analyst-roundtable-stocks-to-watch-in-2025/

Host: Lawrence Judd

Analysts: Graham Neary, Megan Boxall, Roland Head

Let us know what you thought of this episode: https://www.surveymonkey.com/r/NG3L235

Disclosures: At the time of recording, Graham owns shares in Next.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.