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Investing.com-- Barclays flagged a growing divergence among UK grocers, with discounters and selected premium players gaining more market share while several mainstream chains struggled with operational and competitive pressures.

Barclays said Marks & Spencer remained one of the strongest performers in the 12 weeks to November 30, based on data from Wordpanel by Numerator’s “Switching” and “Drivers of Growth.” M&S gained market share for the 39th consecutive period, with growth recovering from disruptions caused by a cyber incident earlier in the year. Switching gains resumed, new shopper growth stayed strong and basket sizes proved more resilient than peers, supported by customers trading down from eating out.

Tesco and Sainsbury’s both continued to gain share, though with different dynamics. Tesco’s momentum slowed slightly as comparisons toughened, reflecting heavy investment made during last year’s festive period. ASDA remained its largest source of switching gains, while Lidl was its biggest source of losses. Sainsbury’s share gains accelerated, driven by stronger net switching, particularly from Tesco, ASDA, Morrison and Waitrose, and by additional selling space.

ASDA remained under pressure after IT-related disruption in the second half of the year. Barclays said market share losses narrowed modestly, but were still broad-based, with ASDA losing shoppers to all major competitors in the latest period. The bank said improvements were driven more by higher spending from existing customers than by reduced switching losses, and it was too early to see evidence that strategic initiatives were gaining traction.

Morrison’s share losses showed tentative signs of moderation, helped by switching gains from ASDA and smaller losses to Lidl. However, Barclays said the timing suggested this was linked to ASDA’s disruption rather than a fundamental turnaround, with shopper numbers still falling and basket sizes shrinking.

Barclays said discounters were well positioned heading into 2026, amid sluggish economic conditions and moderate consumer spending. Lidl continued to outperform Aldi, gaining share through stronger shopper growth, better basket resilience and a successful loyalty app. Structural factors such as business rates changes and welfare reforms were likely to further support discounters’ competitive position, the bank added.

Hi, here is something I thought you might find interesting: - https://uk.investing.com/news/pro/barclays-breaks-down-winners-and-losers-among-uk-grocers-432SI-4428903

Name calling JD-again.

That’s your bag isn’t it? Fighting for what’s important to you, not with intellect or knowledge, but by reacting with immaturity, like a teenager.

If words control you, that means everyone else can control you.

Think about it.

I comment where I want as a paid member of this site or otherwise.

Irritation is good, it means it’s matters.

You don’t irritate me, some of your comments are interesting.

You can continue commenting on here, you have my full permission.

Big fingers! I am definitely NOT a buy on M&S, not at these prices!!! Half a years profit gone!

Capital pull and cash call for expansion?

The share price for M&S will do the talking.

Iv a feeling shorts may let this go for a while and take chunks of it when this happens.

L2 continues its wave after wave of smallish reds after a short buys back a small chunk and then sells into the market. It’s like a finely balanced scale, so I can’t see what shorts are getting out of this movement.

Buyers are waiting to snap up the stock tho.

The sp will drift lower due to macro and news starvation, this is usual for M&S between number releases.

Macro and general consumer confidence in UK and across Europe is low. Geopolitics outlook poor, with some glimpses of Russian war in Ukraine may be concluding.

Political cut thru on UK economy is depressing.

Many investors will pull out of the market and await January.

These short holders on here are actually thicker than I imagined!!!

Bon bon,

“ share price was being held down by market makers so Frasers could mop up”

And you’re saying you don’t believe that?????????? Christ in heaven, how can you not know this???

Thank you Alpha, the first contracts with Doosan fuel cell facility must be ready to announce imminently.

Wow! 🤣🤣🤣

BFD,

No one’s interested in what the topless bather has to say, hasn’t a clue what she’s talking about when I saw her posts! Complete nutter. Spends all day on her 24/7/365 must be grey by now.

Will LIO merge with IMPAX?

Will LIO merge with IMPAX?

Expect more senior executives to go too, the customer services will be under pressure as the company demands higher standards from employees. More experienced people I’m sure will be put in place who understand customers needs.

Also, root causes to customer service dissatisfaction must be addressed beforehand by experienced people from outside the group and those inside the singular brand Debenhams that Dan was accountable. Expect temporary disruption as they strengthen service.

Service starts at the top and turning the triangle on its head, ceo must serve his leadership and they their teams, how can I help you do the job that’s required? Stripes on arms are about helping teams be better, and not about hierarchy.

Dan I’m sure is removing barriers to make things happen faster for customers needs, it’s painful when employees are stuck in their ways.

When any senior leader takes over the reigns, new ways of working invariably come into play, Dan will be significantly more demanding than his predecessor, that’s for sure! He made the singular brand extremely successful and now the group brands have all gone from unprofitable back into profit.

That change doesn’t happen without the team working differently and more intelligently.

Iv put teams together in my past with new CEO’s visions and objectives, as businesses grow so do its teams, some however are unable to adapt, sad but reality, the job simply outgrows them.

I saw the headline but not what sc wrote. Let’s wish Emma all best and thank her for 6.5 years service-with boo/ Debs. It’s a long time with a company and many would say too long a service for any job these days.

JD, I’m assuming that’s self-deprecating again?

You think M&S should be 50p ?

I don’t agree with your forecast!

😳