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        <title>Next Plc (LSE:NXT) Share Price, History, &amp; News | The Motley Fool UK</title>
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	<title>Next Plc (LSE:NXT) Share Price, History, &amp; News | The Motley Fool UK</title>
	<link>https://www.fool.co.uk/tickers/lse-nxt/</link>
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                                <title>£5,000 invested in these 5 stocks 1 year ago is now worth £12,350</title>
                <link>https://www.fool.co.uk/2026/04/07/5000-invested-in-these-5-stocks-1-year-ago-is-now-worth-12350/</link>
                                <pubDate>Tue, 07 Apr 2026 06:45:00 +0000</pubDate>
                <dc:creator><![CDATA[James Beard]]></dc:creator>
                		<category><![CDATA[Growth Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1670552</guid>
                                    <description><![CDATA[<p>A successful stock-picking strategy can deliver huge returns. James Beard looks at what might be achieved by investing in a handful of FTSE 100 stocks.</p>
<p>The post <a href="https://www.fool.co.uk/2026/04/07/5000-invested-in-these-5-stocks-1-year-ago-is-now-worth-12350/">£5,000 invested in these 5 stocks 1 year ago is now worth £12,350</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>Stocks on the <strong>FTSE 100</strong> are often overlooked in favour of their more glamorous American peers. Despite this, the UK index has comfortably outperformed the <strong>S&amp;P 500</strong> since the start of the year.</p>



<p>That’s why – with some careful research &#8212; I reckon it’s possible to make some handsome gains from investing in UK shares. Let me explain.</p>



<h2 class="wp-block-heading" id="h-top-and-bottom">Top and bottom</h2>



<p>Since April 2025, the top five performing stocks on the FTSE 100 have delivered an amazing return of 147%.</p>



<figure class="wp-block-table has-p-small-font-size"><table><thead><tr><th><strong>Rank</strong></th><th><strong>Stock</strong></th><th><strong>1-year share price change</strong> (%)</th></tr></thead><tbody><tr><td><strong>1</strong></td><td><strong>Fresnillo</strong></td><td>+268</td></tr><tr><td><strong>2</strong></td><td><strong>Endeavour Mining</strong></td><td>+152</td></tr><tr><td><strong>3</strong></td><td><strong>Airtel Africa</strong></td><td>+111</td></tr><tr><td><strong>4</strong></td><td><strong>Antofagasta</strong></td><td>+105</td></tr><tr><td><strong>5</strong></td><td><strong>Glencore</strong></td><td>+99</td></tr></tbody></table><figcaption class="wp-element-caption"><sup>Source: Hargreaves Lansdown at 6 April 2026</sup></figcaption></figure>



<p>However, as impressive as this might be, it has to be acknowledged that four of them are mining companies. Soaring commodity prices have helped lift their stock market valuations without the need for any improvement in their operational performance. </p>



<p>And their share prices could fall as quickly as they have risen. A three-figure annual gain must therefore be treated as an exception rather than the norm.</p>



<p>Anyone unfortunate enough to have invested in the Footsie’s five worst performers a year ago, have suffered a 36% paper loss.</p>



<h2 class="wp-block-heading" id="h-mid-table">Mid-table</h2>



<p>But most investors are likely to achieve returns closer to the average. If we ignore the extremes and look at those in the middle &#8212; for example, the stocks ranked 49-53 in the one-year league table – it reveals that an equal investment in all five would have produced an 18% return.</p>



<p>And in my opinion, there’s nothing wrong with being average. After all, if this return was maintained for 25 years, a £20,000 investment would grow to over £1.25m.</p>



<figure class="wp-block-table has-p-small-font-size"><table><thead><tr><th><strong>Rank</strong></th><th><strong>Stock</strong></th><th><strong>1-year share price change</strong> (%)</th></tr></thead><tbody><tr><td><strong>49</strong></td><td><strong>Smiths Group</strong></td><td>+22</td></tr><tr><td><strong>50</strong></td><td><strong>Coca-Cola HBC</strong></td><td>+21</td></tr><tr><td><strong>51</strong></td><td><strong>InterContinental Hotels Group</strong></td><td>+19</td></tr><tr><td><strong>52</strong></td><td><strong>F&amp;C Investment Trust</strong></td><td>+15</td></tr><tr><td><strong>53</strong></td><td><strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE:NXT</a>)</td><td>+15</td></tr></tbody></table><figcaption class="wp-element-caption"><sup>Source: Hargreaves Lansdown at 6 April 2026</sup></figcaption></figure>



<p>I think these five are typical of the FTSE 100 in the sense that they go about their business with little fuss. Yet collectively, they reported over £4.5bn of operating profit <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/annual-reports-and-accounts/">in their last financial years</a>.</p>



<h2 class="wp-block-heading" id="h-something-to-consider">Something to consider</h2>



<p>The most valuable of them – Next – is one of the stock market’s unsung heroes. Despite rarely hitting the headlines, it’s repeatedly upgraded its earnings forecasts since the pandemic.</p>



<p>Its results for the year ended 31 January (FY26) beat analysts&#8217; expectations. Earnings per share (EPS) increased 17% compared to FY25. It also reported an “<em>encouraging</em>” start to FY27.</p>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="2021-04-07" data-end-date="" data-comparison-value=""></div>



<p>However, if the Iran war continues things might take a turn for the worse. The Middle East is a small (28% of full-price international online sales) but increasingly important market for the group.</p>



<p>Indeed, overseas expansion (FY26 sales outside the UK grew five times faster) is likely to be the key driver of future growth as Next is already one of Britain’s largest clothing retailers. A <a href="https://www.fool.co.uk/investing-basics/investment-glossary/what-is-gross-domestic-product-gdp/">slowdown in the UK economy</a> remains a risk.</p>



<p>But at the moment (6 April), the group continues to deliver. Over the past five years, its share price has risen by an average of 10.2% per annum. EPS has more than tripled.</p>



<p>The group&#8217;s also supplemented its modest dividend (no guarantees) with a share buyback programme. The directors have set a ceiling price of £131 when it comes to repurchasing shares. With a current price of £129.50, they believe the retailer&#8217;s undervalued.</p>



<p>I believe Next is a well-run company with a strong brand, which proves that it’s possible to make money from ‘old-fashioned’ retailing by selling the right products.</p>



<p>And although it’s one of many UK stocks that continue to fly under the radar, I think it could be considered to help deliver reliable long-term gains as part of a diversified portfolio.</p>
<p>The post <a href="https://www.fool.co.uk/2026/04/07/5000-invested-in-these-5-stocks-1-year-ago-is-now-worth-12350/">£5,000 invested in these 5 stocks 1 year ago is now worth £12,350</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Here&#8217;s why Next stock rose 5% and topped the FTSE 100 today</title>
                <link>https://www.fool.co.uk/2026/03/26/heres-why-next-stock-rose-5-and-topped-the-ftse-100-today/</link>
                                <pubDate>Thu, 26 Mar 2026 17:00:00 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Market Movers]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1666361</guid>
                                    <description><![CDATA[<p>Next was the leading FTSE 100 stock today, rising 5%. Our writer takes a look at why and asks if the retailer might be worth a look.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/26/heres-why-next-stock-rose-5-and-topped-the-ftse-100-today/">Here&#8217;s why Next stock rose 5% and topped the FTSE 100 today</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>The <strong>FTSE 100</strong> fell 1.3% today (26 March), so not many stocks moved upwards. As a result, <strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE:NXT</a>) stood out like a beacon after it rose 5.2% to 12,665p.</p>



<p>This will come as a relief to shareholders, as the stock was down 12% year to date before today&#8217;s jump. So, what pleased the market today?</p>



<h2 class="wp-block-heading" id="h-exceptional-results">Exceptional results  </h2>



<p>The catalyst for today&#8217;s rise was the clothing and home retailer&#8217;s annual results for the financial year ending January 2026. And as is often the way with Next, it defied the doom and gloom out there in the long-struggling UK retail sector. </p>



<p>Full-year sales were up 10.8% to £7bn, with 7% growth in the UK and 35% overseas. These figures were far higher than the original guidance given almost a year ago (for 5% sales growth). </p>



<p>Meanwhile, pre-tax profit increased 14.5% to £1.16bn, while <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-profit-and-loss-account/">earnings per share</a> jumped 17%. The business generated £1.1bn in free <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-cash-flow-statement/">cash flow</a>, which was exceptional. It returned £839m to shareholders via dividends, share buybacks, and other methods. </p>



<p>However, while sales in the first eight weeks of this year were promising, management is cautious due to the war in the Middle East. It expects full-year sales to rise 4.5%, with pre-tax profit edging up by the same amount to £1.21bn. </p>



<p>But if the disruption drags on for longer than three months, CEO Simon Wolfson warned Next would have to raise prices &#8220;<em>in the order of 1% to 2% maximum</em>&#8220;. But then potentially more, depending on cost inflation. </p>



<p>Moving forward then, the risk is that inflation-weary shoppers quickly tighten their belts, impacting sales growth.</p>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="2021-03-26" data-end-date="2026-03-26" data-comparison-value=""></div>



<h2 class="wp-block-heading" id="h-three-considerations">Three considerations </h2>



<p>Is Next stock worth considering for long-term investors? Well, I think to answer that, there are three main considerations: the quality of the business, future growth opportunities, and the valuation.</p>



<p>In terms of quality, I think Next ranks up there with the very best. Back in September, I referred to it as the “<em>cream of the crop</em>” among UK retailers, and last year’s results show why.&nbsp;</p>



<p>To give an example, consider this quote from the report: &#8220;<em>Every activity we undertake &#8212; from new warehouses and marketing campaigns to the launch of new brands &#8212; must be assessed in terms of profitability and return on investment. We do not indulge in projects that some might think are ‘strategic’, but offer little hope of high returns or healthy margins</em>.&#8221;</p>



<p>Sounds simple, of course. But due to world-class management and execution, Next actually walks the walks, as well as delivering the talk. Not many retailers do. </p>



<p>This is reflected in exceptional quality metrics. </p>



<figure class="wp-block-image aligncenter size-full"><img fetchpriority="high" decoding="async" width="483" height="144" src="https://www.fool.co.uk/wp-content/uploads/2026/03/Screenshot-294.png" alt="" class="wp-image-1666444" /><figcaption class="wp-element-caption"><em>Source: Stockopedia.</em></figcaption></figure>



<p>As for future growth, well, I think Next has barely scratched the surface of the long-term overseas opportunity. International online sales reached £1.3bn last year, which is a drop in the ocean for the global market. </p>



<p>For example, it&#8217;s targeting capital-light sales expansion in Asia and the US via online aggregator platforms. And given the stagnant UK economy, this will become more important moving forward. </p>



<p>What about valuation? Well, surprise surprise, this quality stock isn&#8217;t cheap at around 16 times forward earnings (above the 10-year average of 13.5). </p>



<p>But Next has a strict valuation threshold for buying back its own shares, and that&#8217;s currently £131. With the stock at £126, I therefore think it&#8217;s worth considering, especially on any Middle East-related dips. </p>
<p>The post <a href="https://www.fool.co.uk/2026/03/26/heres-why-next-stock-rose-5-and-topped-the-ftse-100-today/">Here&#8217;s why Next stock rose 5% and topped the FTSE 100 today</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Next impresses again, but could its shares be about to crash?</title>
                <link>https://www.fool.co.uk/2026/03/26/next-impresses-again-but-could-its-shares-be-about-to-crash/</link>
                                <pubDate>Thu, 26 Mar 2026 10:43:39 +0000</pubDate>
                <dc:creator><![CDATA[Royston Wild]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Market Movers]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1666191</guid>
                                    <description><![CDATA[<p>Next shares have leapt after the retailer raised its full-year profits guidance. But could the FTSE 100 retailer be running out of road?</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/26/next-impresses-again-but-could-its-shares-be-about-to-crash/">Next impresses again, but could its shares be about to crash?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p><strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE:NXT</a>) has proven to be one of the UK&#8217;s most impressive retail shares. Even in tough times, the <strong>FTSE 100</strong> company has culvitated an excellent track record of growth.</p>



<p>The retailer was at it again on Thursday (26 March), raising profit forecasts for the current financial year (to January 2027). Next&#8217;s share price responded strongly to the good news and was last 5% higher on the day.</p>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>But can the business continue to impress? I&#8217;m not so sure&#8230;</p>



<h2 class="wp-block-heading" id="h-great-performance">Great performance</h2>



<p>First let&#8217;s break down the key points of today&#8217;s strong announcement. In it the firm said full-year sales rose 10.8% in the financial year ending January 2026. Pre-tax profit was £1.2bn, up 14.5% year on year and ahead of recently upgraded estimates.</p>



<p>Sales in the UK continue to rip higher. And in overseas markets, revenues increased by double-digit percentages.</p>



<p>But what&#8217;s Next&#8217;s secret as the broader retail sector struggles? According to Hargreaves Lansdown analyst Aarin Chiekrie, &#8220;<em>quality over quantity is what consumerinson s want, leading them to buy slightly fewer, higher-priced, better-quality items</em>.&#8221;</p>



<p>As I say, Next also hiked its pre-tax forecasts for the current fiscal year, sending its shares higher. These are now tipped at just above £1.2bn, up £8m from prior forecasts. Still, it indicates the enormous and growing pressures the retailer faces &#8212; growth of 4.5% is far below that seen last year. <a href="https://www.fool.co.uk/investing-basics/investment-glossary/what-is-revenue/" id="https://www.fool.co.uk/investing-basics/investment-glossary/what-is-revenue/" target="_blank" rel="noreferrer noopener">Revenues</a> are tipped to rise at the same lower rate, too.</p>



<h2 class="wp-block-heading" id="h-trouble-brewing">Trouble brewing</h2>



<p>Yet in the current climate, I think both sales and profits forecasts could be looking overly optimistic. Why? Retail sales in key markets are in danger of slumping as the Middle East erupts. In the UK, British Retail Consortium (BRC) chief executive Helen Dickinson said today that &#8220;<em>consumer confidence [has] collapsed as the Middle East conflict raised the prospect of higher inflation in the months ahead.</em>&#8220;</p>



<p>The war is also driving costs higher, and Next has predicted £15m worth of extra expenses this year due to higher fuel costs and other factors. This assumes the war lasts for three months. The trouble is, predicting when the conflict will end is almost impossible to call, casting a cloud over revenues and earnings for this year.</p>



<h2 class="wp-block-heading" id="h-are-next-shares-a-buy">Are Next shares a buy?</h2>



<p>I don&#8217;t believe this threat is factored into Next&#8217;s valuation, and especially after today&#8217;s further share price rise. The retailer trades on a forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" id="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings (P/E) ratio</a> of 16.5. That&#8217;s above the 10-year average of 12-13, and also above the broader FTSE 100&#8217;s forward average.</p>



<p>Some could argue the retailer&#8217;s strong brand power and product quality makes it worthy of a premium valuation. After all, it&#8217;s underpinned robust, sector-beating sales and earnings for years.</p>



<p>It&#8217;s a valid point of view. Yet for me, signs of a sharp market contraction &#8212; combined with that enormous valuation &#8212; leave enough scope for Next shares to slump before too long. Despite its resilience, I&#8217;d rather buy other UK stocks right now.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/26/next-impresses-again-but-could-its-shares-be-about-to-crash/">Next impresses again, but could its shares be about to crash?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Time to buy, after Next shares are lifted by storming FY results?</title>
                <link>https://www.fool.co.uk/2026/03/26/time-to-buy-after-next-shares-are-lifted-by-storming-fy-results/</link>
                                <pubDate>Thu, 26 Mar 2026 09:37:47 +0000</pubDate>
                <dc:creator><![CDATA[Alan Oscroft]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Market Movers]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1665036</guid>
                                    <description><![CDATA[<p>Retail sector weakness is holding back Next shares, is it? Tell that to the fashion shoppers who've driven up full-year profit again.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/26/time-to-buy-after-next-shares-are-lifted-by-storming-fy-results/">Time to buy, after Next shares are lifted by storming FY results?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>The <strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE: NXT</a>) share price has been falling back, partly hit by the Middle East conflict and rising oil prices. But it had been slipping anyway, down 18% from November&#8217;s 52-week high by close on Wednesday (25 March).</p>



<p>But full-year results highlight what chairman Michael Roney describes as &#8220;<em>a very good year for Next.</em>&#8221; For the year ended January 2026, profit before tax rose 14.5% to reach £1,158m. And earnings per share (EPS), after tax, jumped 17% to 744.2p.</p>



<p>In early trading Thursday (26 March), the Next share price jumped more than 6%. We&#8217;re still, however, looking at a year-to-date fall of 12%. But the shares are up more than 50% over five years. And that&#8217;s testament to Next&#8217;s resilient profitability in the face of a tough period for the very competitive retail sector.</p>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<h2 class="wp-block-heading" id="h-show-us-the-cash">Show us the cash</h2>



<p>I rate Next as a cash cow, even if it hasn&#8217;t always managed to raise its dividends every year. In 2023, the dividend was reset at a lower level. But we&#8217;re back to a spell of growth, with a total of 268p per share proposed for the 2025-26 year. That&#8217;s 15% ahead of the 233p paid last year, and it&#8217;s very welcome at a time when inflation is back on the horizon.</p>



<p>The cash does represent a <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/dividend-yield/" target="_blank" rel="noreferrer noopener">dividend yield</a> of only 2.2% on Wednesday&#8217;s closing Next share price. But the company has long had a policy of including <a href="https://www.fool.co.uk/investing-basics/understanding-the-market/share-buybacks/" target="_blank" rel="noreferrer noopener">share buybacks</a> and other methods in its cash returns to shareholders.</p>



<p>The year just ended saw a modest total of £131m spent on buybacks. But Next also returned £421.5m via a B share capital distribution scheme. That&#8217;s an impressive total cash return of £839m.</p>



<p>The board plans to raise the current year&#8217;s buybacks to £500m. But if its share price cap of £131 should put a limit on it, the remainder will be handed over as a special dividend or capital distribution.</p>



<h2 class="wp-block-heading" id="h-what-to-do">What to do?</h2>



<p>So, the big question. Should we consider buying Next shares now? With a long-term view, I reckon it could be a very good plan to at least keep Next on our shortlists. For the more medium term, I&#8217;d say it depends largely on two things &#8212; outlook and stock valuation.</p>



<p>The planned buyback marks a key part of management outlook. And in addition, the board expects total ordinary dividend payouts to increase to £324m, from the £286.5m over the past year. And we should see those dividends very strongly covered by expected earnings, at around 2.8 times.</p>



<p>On the valuation front, a forward price-to-earnings (P/E) ratio of over 16 might look a bit high. Normally, I&#8217;d say Next deserves a premium valuation thanks to its track record. But we&#8217;ve no idea how hard the fallout from current geopolitical events might affect retail businesses. Headlines already predict a new inflation surge, and some observers expect an extended period of pain.</p>



<p>So a period of share price volatility might be on the cards. But I rate Next as the best in its sector, and I suggest long-term <strong>FTSE 100</strong> investors should seriously consider it.</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/26/time-to-buy-after-next-shares-are-lifted-by-storming-fy-results/">Time to buy, after Next shares are lifted by storming FY results?</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>Is a stock market crash coming? It’s not too late to get ready!</title>
                <link>https://www.fool.co.uk/2026/03/15/is-a-stock-market-crash-coming-its-not-too-late-to-get-ready/</link>
                                <pubDate>Sun, 15 Mar 2026 08:28:00 +0000</pubDate>
                <dc:creator><![CDATA[Christopher Ruane]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Value Shares]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1661192</guid>
                                    <description><![CDATA[<p>Christopher Ruane sees reasons to fear a coming stock market crash. Rather than tying to time it, he's hoping to turn it into an investing opportunity. </p>
<p>The post <a href="https://www.fool.co.uk/2026/03/15/is-a-stock-market-crash-coming-its-not-too-late-to-get-ready/">Is a stock market crash coming? It’s not too late to get ready!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>2026 started with a bullish run in the London stock market and investors asking whether the good times could keep rolling.</p>



<p>That seems a long time ago already, as the tragic war in the Middle East alongside broader geopolitical concerns have sent many investors scrambling to try and protect their portfolios.</p>



<p>Is a stock market crash coming – and what practical steps might an investor take now?</p>



<h2 class="wp-block-heading" id="h-there-are-no-crystal-balls-in-the-market">There are no crystal balls in the market</h2>



<p>To answer the first question, <a href="https://www.fool.co.uk/investing-basics/understanding-the-market/is-the-market-going-to-crash/">nobody knows</a>.</p>



<p>For sure the stock market will crash sooner or later. When that might happen, though, is pure conjecture.</p>



<p>Clearly there are reasons to fear it now. Beyond its human cost, the war also threatens to increase inflation, stretch supply chains, hurt investor confidence, and eat into company profits. That comes on top of existing stock market nerves about AI valuations.</p>



<p>However, things could turn out differently. A sudden resolution to the conflict could see shares rally. Meanwhile, in the short term at least, the war may have little or no impact on many businesses. It could also lead to higher profits for some firms, from oil majors to ship charterers.</p>



<h2 class="wp-block-heading" id="h-i-m-acting-as-if">I’m acting “as if”</h2>



<p>Watching share prices slide can be unnerving, though. Some investors dump their shares, even at a loss, when that happens.</p>



<p>I understand that response psychologically, but as a <a href="https://www.fool.co.uk/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">long-term investor</a> I try to avoid such kneejerk reactions. Unless the underlying investment case for a business has changed, I don&#8217;t want to sell shares just because they fall – even if that fall is dramatic.</p>



<p>But a stock market crash could present an opportunity. It could push down the share prices of some excellent businesses to attractive levels.</p>



<p>I would like to be ready for such a possibility. So I am spending time now to update my list of shares I would like to own <span style="text-decoration: underline">if</span> I can buy them at an attractive price.</p>



<h2 class="wp-block-heading" id="h-getting-a-shopping-list-ready">Getting a shopping list ready</h2>



<p>For example, over the long run, <strong>Next </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE: NXT</a>) has been a strong stock market performer. It is up 34% over the past year and 67% over five years.</p>



<p>The past 20 years have seen the Next share price grow <span style="text-decoration: underline">739</span>%. </p>



<p>Plus, someone who bought at that much lower price 20 years ago would now be yielding 16% on the <strong>FTSE 100 </strong>retailer.</p>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>At the right price, I would be happy to own Next in my portfolio. But it sells for 20 times earnings.</p>



<p>Arguably that is a fair price for this quality of business. Next is a profitable, proven operator that has successfully navigated evolving shopping trends over the course of decades.</p>



<p>Still, the price is too high for my tastes. </p>



<p>After all, Next faces risks including the potential for supply chain disruption I mentioned above. UK consumer confidence is low and I think current events could make it weaker, potentially hurting clothes spending.</p>



<p>So, for now, Next is one of the names I am adding to my watch list in case a market correction or crash suddenly brings its price down. It is far from the only share on that list at the moment!</p>
<p>The post <a href="https://www.fool.co.uk/2026/03/15/is-a-stock-market-crash-coming-its-not-too-late-to-get-ready/">Is a stock market crash coming? It’s not too late to get ready!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>3 top FTSE 100 stocks taking market share</title>
                <link>https://www.fool.co.uk/2026/01/11/3-top-ftse-100-stocks-taking-market-share/</link>
                                <pubDate>Sun, 11 Jan 2026 09:01:14 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Dividend Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1631579</guid>
                                    <description><![CDATA[<p>These three FTSE 100 firms have been strengthening their competitive positions in recent years. So which of them do I like best today?</p>
<p>The post <a href="https://www.fool.co.uk/2026/01/11/3-top-ftse-100-stocks-taking-market-share/">3 top FTSE 100 stocks taking market share</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
]]></description>
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<p>The <strong>FTSE 100 </strong>is home to a wide range of different businesses, ranging from banks and builders to miners and supermarkets.</p>



<p>To showcase this variety, here are three Footsie firms that are taking market share from rivals in their respective industries.   </p>



<h2 class="wp-block-heading" id="h-supermarket-giant">Supermarket giant</h2>



<p>Let&#8217;s start with the largest, which is <strong>Tesco</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-tsco/">LSE:TSCO</a>). The share price has jumped roughly 85% since early 2023, which is a cracking result when <a href="https://www.fool.co.uk/investing-basics/how-shares-are-taxed-2/how-dividends-are-taxed/">dividends</a> are also factored into the equation. </p>


<div class="tmf-chart-singleseries" data-title="Tesco Plc Price" data-ticker="LSE:TSCO" data-range="5y" data-start-date="2021-01-11" data-end-date="2026-01-11" data-comparison-value=""></div>



<p>A key reason behind this has been the company&#8217;s incremental market share gains. In its recent Q3 and Christmas trading statement, Tesco said it had a near-29% market share in the UK. </p>



<p>This was its highest share for over a decade.</p>



<p>Supporting this is the powerful Clubcard, which keeps customers loyal, and its successful Aldi Price Match campaign. The latter seems to have neutralised the competitive threat from the German budget chain.</p>



<p>Tesco owns an even larger slice of the online grocery market, with its delivery service increasingly popular with consumers. Online sales growth was 11.2% over the 19 weeks to 3 January, including extended Christmas Eve deliveries.</p>



<p>Finally, its <em>Finest</em> range, which grew 13% over this period, continues to gain popularity. More cash-strapped shoppers are dining at home rather than in restaurants to help save money.</p>



<h2 class="wp-block-heading" id="h-high-street-stalwart">High street stalwart  </h2>



<p>Next is, well, <strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE:NXT</a>). The company is defying the gloom among UK retailers with robust growth, which is reflected in a share price surge of 44% over the past year. </p>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="2021-01-11" data-end-date="2026-01-11" data-comparison-value=""></div>



<p>In the nine weeks to 27 December, full price sales rose 10.6%, with UK sales up 5.9%. That was both ahead of company expectations and the wider UK retail sector.&nbsp;</p>



<p>However, international is now a big part of the company&#8217;s growth story, with a 38.3% rise in sales over the period. Next plugged into <strong>Zalando</strong>’s logistics-as-a-service arm (ZEOS) last year. This has improved stock availability across Europe and improved efficiency. </p>



<h2 class="wp-block-heading" id="h-heading-to-africa">Heading to Africa </h2>



<p>Last but certainly not least is <strong>Airtel Africa</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-aaf/">LSE:AAF</a>), whose share price has skyrocketed 215% over the last 12 months! </p>


<div class="tmf-chart-singleseries" data-title="Airtel Africa Plc Price" data-ticker="LSE:AAF" data-range="5y" data-start-date="2021-01-11" data-end-date="2026-01-11" data-comparison-value=""></div>



<p>The telecommunications firm operates in 14 sub-Saharan countries, where a young population and accelerating smartphone adoption are supporting super-strong growth. </p>



<p>Next year, <a href="https://www.fool.co.uk/investing-basics/understanding-company-accounts/the-profit-and-loss-account/">earnings</a> are expected to surge 44%.</p>



<p>In the six months to 30 September, Airtel Africa&#8217;s total customer base increased 11% to 173.8m. And 78.1m of these are using the internet on their phones, which is important because these customers are also more likely to use the firm&#8217;s mobile money service (Airtel Money).</p>



<p>This unit is gaining ground on larger rivals. In Kenya, for example, Airtel Money&#8217;s market share has hit 10%, up from less than 3% in 2023. </p>



<h2 class="wp-block-heading" id="h-which-do-i-prefer">Which do I prefer?  </h2>



<p>Naturally, all three stocks carry risks. Tesco has warned that some customers are &#8220;<em>counting every penny</em>&#8220;, so 2026 could be tough going.  </p>



<p>Next is saying something similar, guiding for slower full-year sales growth of approximately 4.5%. Meanwhile, the stock looks quite pricey at 18.3 times forward earnings. </p>



<p>Finally, Airtel Africa faces regulatory risk across its markets, as well as swings in local currencies that can impact earnings. </p>



<p>However, I like Airtel&#8217;s potential long term, as it taps into a young and rapidly growing African population, low smartphone penetration and a massive unbanked population. I think this stock is worth digging into. </p>
<p>The post <a href="https://www.fool.co.uk/2026/01/11/3-top-ftse-100-stocks-taking-market-share/">3 top FTSE 100 stocks taking market share</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>ChatGPT thinks these FTSE 100 stocks will CRASH in 2026</title>
                <link>https://www.fool.co.uk/2026/01/07/chatgpt-thinks-these-ftse-100-stocks-will-crash-in-2026/</link>
                                <pubDate>Wed, 07 Jan 2026 07:04:00 +0000</pubDate>
                <dc:creator><![CDATA[Paul Summers]]></dc:creator>
                		<category><![CDATA[Growth Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1628905</guid>
                                    <description><![CDATA[<p>Paul Summers asked the AI bot to pick the likely losers from the FTSE 100 in 2026. And it hasn't got off to a good start.</p>
<p>The post <a href="https://www.fool.co.uk/2026/01/07/chatgpt-thinks-these-ftse-100-stocks-will-crash-in-2026/">ChatGPT thinks these FTSE 100 stocks will CRASH in 2026</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>The <strong>FTSE 100</strong> can&#8217;t stop rising. But that doesn&#8217;t mean some of our biggest companies won&#8217;t endure a nightmare 2026. The question is, which are most likely to tank in value?</p>



<p>For a giggle, I posed this to ChatGPT. And it&#8217;s reply was&#8230; ahem&#8230; interesting.</p>



<h2 class="wp-block-heading" id="h-will-these-ftse-100-stunners-struggle-in-2026">Will these FTSE 100 stunners struggle in 2026?</h2>



<p>In the matter of a few seconds, the AI bot came up with four top-tier stocks that look vulnerable to <a href="https://www.fool.co.uk/investing-basics/understanding-the-market/is-the-market-going-to-crash/">crashing</a> this year.</p>



<p></p>



<ul class="wp-block-list">
<li>Banking giant <strong>NatWest Group</strong>.</li>



<li>Dunhill and Lucky Strike owner <strong>British American Tobacco</strong>.</li>



<li>Silver and gold miner <strong>Fresnillo</strong>.</li>



<li>Retail bellwether <strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE: NXT</a>).</li>
</ul>



<p></p>



<p>For NatWest Group, it spoke of the recent spike in the bank&#8217;s valuation and the possibility of a downturn in the UK economy as potential risks. The bot then highlighted ongoing regulatory pressures for British American Tobacco and the decline in sales of traditional cigarettes. As far as Fresnillo was concerned, it talked about the possibility of precious metal prices sharply retracing after a terrific 2025.</p>



<p>So far, so &#8216;meh&#8217;. None of the above is exactly revelatory.</p>



<p>The fact that ChatGPT selected Next, however, made me chuckle. Its timing couldn&#8217;t have been worse.</p>



<h2 class="wp-block-heading" id="h-beating-expectations">Beating expectations</h2>



<p>On the same day that I ran my question by the AI bot (6 January), the company released its latest trading update. And the market lapped it up!</p>



<p>Famed for under-promising and over-delivering, the £17bn-cap duly announced a better-than-expected 10.6% rise in full-price sales for the nine weeks to 27 December. Put another way, Next had a far better Christmas than analysts were expecting. As a result, guidance on full-year pre-tax profit was raised (again) to £1.15bn.</p>



<p>Now, this doesn&#8217;t mean Next shares won&#8217;t crash in the months ahead. It&#8217;s probably true that a lot of good news looks baked in.</p>



<p>Even before yesterday&#8217;s update, the stock changed hands at a <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings (P/E) ratio</a> of 19 following a stonking gain in 2025. A dip in UK consumer spending could prompt some investors to bank profits and move on. And all bets are probably off if there&#8217;s some kind of significant geopolitical development that markets really don&#8217;t like.</p>



<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<h2 class="wp-block-heading" id="h-don-t-trust-the-bot">Don&#8217;t trust the bot</h2>



<p>Of course, an AI bot doesn&#8217;t know any better than us when it comes to predicting which stocks will thrive, bomb or trade sideways. Correctly predicting share price movements to any degree of precision in the near term is incredibly hard. And doing that consistently? Well, that&#8217;s pretty much impossible.</p>



<p>To be fair, ChatGPT did say that it can&#8217;t predict which stocks will crash, only where risk is concentrated. The problem is that it then proceeded to pick out four very different businesses! Unhelpful.</p>



<p>And this is exactly why we&#8217;re <a href="https://www.fool.co.uk/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">long-term investors</a> at Fool UK. We&#8217;re not trying to second-guess imminent market moves or make a killing before lunch, We&#8217;re obsessed with growing our money slowly but surely over years and decades. That&#8217;s done through careful analysis and awareness of individual financial goals and tolerance, not AI.</p>



<p>So while it&#8217;ll be fascinating to see whether &#8212; by sheer luck &#8212; the bot comes up trumps by the end of 2026, I&#8217;m not going to take it any further than that.</p>



<p>But I am keeping some powder dry for when bargains do appear. Actually, I think a few already have!</p>
<p>The post <a href="https://www.fool.co.uk/2026/01/07/chatgpt-thinks-these-ftse-100-stocks-will-crash-in-2026/">ChatGPT thinks these FTSE 100 stocks will CRASH in 2026</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>2 FTSE 100 shares I believe could plummet in value in 2026!</title>
                <link>https://www.fool.co.uk/2026/01/03/2-ftse-100-shares-i-believe-could-plummet-in-value-in-2026/</link>
                                <pubDate>Sat, 03 Jan 2026 07:17:00 +0000</pubDate>
                <dc:creator><![CDATA[Royston Wild]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Investing For Beginners]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1627792</guid>
                                    <description><![CDATA[<p>FTSE 100 shares rose at their fastest pace since after the Great Financial Crisis last year. It's an ascent that leaves these UK shares in danger.</p>
<p>The post <a href="https://www.fool.co.uk/2026/01/03/2-ftse-100-shares-i-believe-could-plummet-in-value-in-2026/">2 FTSE 100 shares I believe could plummet in value in 2026!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>The <strong>FTSE 100 </strong>shares index has just enjoyed its best year since 2009. Rising 20% during 2025, some of the UK&#8217;s highest-quality shares like <strong>HSBC</strong>, <strong>BAE Systems</strong>, and <strong>Games Workshop</strong> have delivered enormous returns.</p>



<p>But a rising tide lifts all boats, as they say. And rising enthusiasm for Footsie shares saw some less robust companies leap higher as well. With many such stocks now trading on elevated multiples, there&#8217;s a danger of some serious price corrections happening in 2026.</p>



<p><strong>Next </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE:NXT</a>) and <strong>NatWest </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nwg/">LSE:NWG</a>) are two FTSE 100 stocks I believe could fall off a cliff this year. Want to know why?</p>



<h2 class="wp-block-heading" id="h-next">Next</h2>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>Next&#8217;s share price rose 40% in 2025, reflecting its spectacular resilience in an otherwise tough time for UK retail. Latest financials showed full-price sales growth of 10.5% in Q3. That was more than double the company&#8217;s own guidance.</p>



<p>The clothing giant&#8217;s enormous brand power is helping it to defy gravity, as is its dominant position online. The worry is that last year&#8217;s share price gains now make Next shares enormously expensive.</p>



<p>At £135.80 per share, its forward <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings (P/E) ratio</a> now sits at 18.6 times. That&#8217;s miles above the 10-year average of 13.8 times. And if trading shows signs of weakening, it could lead to a colossal share price drop.</p>



<p>In a potentially worrying sign, Next&#8217;s decided to launch its December sales promotions earlier this year on Christmas Eve. It came shortly after the British Retail Consortium (BRC) said Brits&#8217; retail spending dropped this month (to +6 from +8 in November).</p>



<p>Next&#8217;s move may also reflect severe competition as other retailers slashed prices pre-Christmas. Competition in the clothing sector is a constant and powerful threat to companies&#8217; sales and profit margins.</p>



<p>Consumer spending is tipped by many analysts to weaken in 2026 as the economy weakens. It&#8217;s a scenario that may have serious implications for Next&#8217;s shares, and especially at current elevated prices.</p>



<h2 class="wp-block-heading" id="h-natwest">NatWest</h2>


<div class="tmf-chart-singleseries" data-title="NatWest Group Plc Price" data-ticker="LSE:NWG" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>NatWest is another potential casualty of the economic environment. Unlike some other FTSE 100 banks, it has little-to-no exposure to overseas territories to help it grow earnings when times are tough at home.</p>



<p>Yet despite the gloomy outlook, NatWest&#8217;s share price rose 62% over the course of 2025. Its a rise that &#8212; as with Next &#8212; leaves it looking dangerously expensive in my book.</p>



<p>At 652.6p per share, the bank trades on a <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/price-to-book-ratio/" target="_blank" rel="noreferrer noopener">price-to-book (P/B) ratio</a> of 1.4. That&#8217;s <span style="text-decoration: underline">more than double</span><em> </em>the 10-year average of 0.7.</p>



<p>What&#8217;s more, at above 1, it shows NatWest trading at a premium to its asset values.</p>



<p>There been some good things going on at the banking giant over the past year. Loan growth and margin progression drove income 15.7% higher in Q3, higher than forecast. Its excellent brand power has helped it to stay afloat in challenging conditions.</p>



<p>But can the company keep beating forecasts? I&#8217;m not so sure. As I say, the economic landscape look set to worsen, raising the prospect of declining revenues and increasing bad loans. It&#8217;s also under pressure as competition from challenger banks increases, while falling interest rates pose additional risks to margins.</p>



<p>Risk-tolerant investors might want to consider NatWest and Next shares. But I won&#8217;t be buying either of these FTSE 100 stocks for my portfolio.</p>
<p>The post <a href="https://www.fool.co.uk/2026/01/03/2-ftse-100-shares-i-believe-could-plummet-in-value-in-2026/">2 FTSE 100 shares I believe could plummet in value in 2026!</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>FTSE 100 vs S&#038;P 500: here&#8217;s how £10k invested at the start of the year compares</title>
                <link>https://www.fool.co.uk/2025/12/02/ftse-100-vs-sp-500-heres-how-10k-invested-at-the-start-of-the-year-compares/</link>
                                <pubDate>Tue, 02 Dec 2025 11:58:20 +0000</pubDate>
                <dc:creator><![CDATA[Jon Smith]]></dc:creator>
                		<category><![CDATA[Growth Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1612272</guid>
                                    <description><![CDATA[<p>Jon Smith reveals the result of a very tight race between the FTSE 100 and the US stock market benchmark and picks one of his favourite shares for next year.</p>
<p>The post <a href="https://www.fool.co.uk/2025/12/02/ftse-100-vs-sp-500-heres-how-10k-invested-at-the-start-of-the-year-compares/">FTSE 100 vs S&amp;P 500: here&#8217;s how £10k invested at the start of the year compares</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>It&#8217;s been a volatile year in stock markets around the world. From tariff scares through to monetary policy shifts, investors have been left trying to dodge market corrections and carefully navigate which stocks to buy and which to avoid. But if an investor had decided to park £10k in a tracker fund of either the <strong>FTSE 100</strong> or the US stock market, which one would have paid off better?</p>



<h2 class="wp-block-heading" id="h-a-tight-result">A tight result</h2>



<p>So far this year, the FTSE 100 is up 17.3%. By comparison, the <strong>S&amp;P 500</strong> is up 16.2%. Even though some might be surprised, this means the UK stock market has outperformed its US cousin as we hit December. In terms of the numbers, it would mean an investor would be sitting on an unrealised profit of £1,730 or £1,620, depending on where the funds were allocated.</p>



<p>There are some reasons to note regarding the difference in returns. One factor relates to the positive surprise from the UK&#8217;s economic performance. Coming into the year, there were concerns that we could head into a recession. This hasn&#8217;t happened, and even though the economy isn&#8217;t firing on all cylinders, it hasn&#8217;t been a disaster.</p>



<p>The US is home to most major AI and tech companies, which have driven most of the index&#8217;s gains in 2025. Apart from those key sectors, there haven&#8217;t been many others worth shouting about. Therefore, although the <a href="https://www.fool.co.uk/investing-basics/how-to-invest-in-shares/buying-us-stocks-in-the-uk/" target="_blank" rel="noreferrer noopener">US index</a> has done well, it hasn&#8217;t been supported by all areas.</p>



<p>Finally, some investors have actively sought to buy stocks outside the US due to concerns about US trade policy. As a result, I think some of the money flow has gone out of the S&amp;P 500 and into the FTSE 100.</p>



<h2 class="wp-block-heading" id="h-looking-at-2026">Looking at 2026</h2>



<p>Next year, I think the FTSE 100 could continue to do well. However, instead of buying an <a href="https://www.fool.co.uk/investing-basics/isas-and-investment-funds/index-trackers-vs-managed-funds/" target="_blank" rel="noreferrer noopener">index tracker</a>, I think individual stocks could do even better. For example, someone could consider <strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE:NXT</a>). The UK retailer has seen its share price jump 43% in the last year.</p>



<p>Financial performance has been a key driver in the move. Back in March, annual results showed a pre-tax profit of over £1bn, the first time it passed that milestone. Fast forward to October, and it raised its full-year profit guidance again, showing that over the course of 2025, things have progressed even further.</p>



<p>Online sales are driving this growth, as is international expansion. This is why I think it can do well next year. Even though the outlook for the UK high street is still challenging, Next is becoming more and more diversified. This is happening both geographically and across different channels (online, store, third-party brands).</p>


<div class="tmf-chart-singleseries" data-title="Next Plc Price" data-ticker="LSE:NXT" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p>While many UK retailers have struggled due to weak consumer confidence and cost pressures, Next has managed to grow. This is a green flag for next year, showing resilience in a challenging retail environment.</p>



<p>One risk is that competition in this space is always high, meaning every season is key to staying ahead and avoiding a minefield of fashion missteps. Any errors here could restrict the further pace of growth.</p>



<p>Even with this concern, I think Next is a stock to consider buying as part of a continued outperformance of the UK versus the US.</p>
<p>The post <a href="https://www.fool.co.uk/2025/12/02/ftse-100-vs-sp-500-heres-how-10k-invested-at-the-start-of-the-year-compares/">FTSE 100 vs S&amp;P 500: here&#8217;s how £10k invested at the start of the year compares</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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                                <title>How the GLP-1 weight-loss boom could lift these FTSE 100 stocks</title>
                <link>https://www.fool.co.uk/2025/11/23/how-the-glp-1-weight-loss-boom-could-lift-these-ftse-100-stocks/</link>
                                <pubDate>Sun, 23 Nov 2025 06:51:27 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Dividend Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://www.fool.co.uk/?p=1606091</guid>
                                    <description><![CDATA[<p>If millions more people in the UK start taking weight-loss medications, this pair of FTSE 100 retailers should enjoy a notable boost in sales. </p>
<p>The post <a href="https://www.fool.co.uk/2025/11/23/how-the-glp-1-weight-loss-boom-could-lift-these-ftse-100-stocks/">How the GLP-1 weight-loss boom could lift these FTSE 100 stocks</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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<p>Investors looking for exposure to the booming GLP-1 weight-loss drugs market don&#8217;t have many options in the <strong>FTSE 100</strong>. There&#8217;s <strong>AstraZeneca</strong> &#8212; which has attempted to muscle in on the action without success &#8212; but not much else.</p>



<p>However, there are FTSE 100 firms that should be second-order beneficiaries of the powerful GLP-1 megatrend. </p>



<p>For example, consider comments made recently by Sean Dixon, co-founder of Savile Row tailor Richard James. He said customers are losing huge amounts of weight in an incredibly short time.</p>



<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p><em>It’s not just half an inch here, maybe an inch there, it’s a considerable amount of weight loss and that means a whole new wardrobe</em>. </p>



<p>Sean Dixon, quoted in <em>The Independent</em>.</p>
</blockquote>



<p>Around 1.5m people in the UK are taking GLP-1 medications like Wegovy and Mounjaro. However, around 18m are living with obesity, so as these drugs get cheaper, this trend has much, much further to run over the next decade.</p>



<h2 class="wp-block-heading" id="h-new-wardrobes">New wardrobes </h2>



<p>It might be imagined this could benefit <strong>JD Sports</strong>, as younger generations slip into smaller-sized tracksuits and joggers. However, the biggest uptake of GLP-1 drugs is apparently among those in their 40s, 50s and 60s. These cohorts have more disposable income.</p>



<p>To my mind then, two stocks that look incredibly well set up to benefit from this trend are <strong>Next</strong> (<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-nxt/">LSE:NXT</a>) and <strong>Marks and Spencer </strong>(<a class="tickerized-link" href="https://www.fool.co.uk/tickers/lse-mks/">LSE:MKS</a>). Both should cater to older professionals undergoing significant weight loss.</p>



<h2 class="wp-block-heading" id="h-m-amp-s">M&amp;S</h2>



<p>Marks and Spencer (M&amp;S) has a clothing customer base of 21m people. Unfortunately, they were unable to buy online earlier this year due to the infamous cyberattack.</p>



<p>In the six months ended 27 September, this incident caused the firm&#8217;s pre-tax profit to crash 55.4%. Any repeat of this is a major risk, especially as management has said that &#8220;<em>the recovery curve has been slower&#8221; </em>for its Fashion, Home and Beauty division than food.</p>


<div class="tmf-chart-singleseries" data-title="Marks And Spencer Group Plc Price" data-ticker="LSE:MKS" data-range="5y" data-start-date="2020-11-23" data-end-date="2025-11-23" data-comparison-value=""></div>



<p>The share price remains 17% lower than April. However, this leaves the stock trading at just 10.2 <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/pe-ratio/">times next year&#8217;s forecast earnings</a>. There&#8217;s also a 2% forward-looking <a href="https://www.fool.co.uk/investing-basics/how-to-value-shares/dividend-yield/">dividend yield</a>. </p>



<p>Zooming out, I think that&#8217;s too cheap for a high-quality business like this. M&amp;S is undergoing a “factory to floor” supply-chain overhaul, including investing £120m in warehouse automation. It aims to double online non-food sales to nearly £3bn to close the gap with rival Next.</p>



<h2 class="wp-block-heading" id="h-strong-overseas-growth">Strong overseas growth </h2>



<p>Speaking of which, Next continues to put up very solid numbers. Last month, it increased full-year guidance for the umpteenth time and now expects a pre-tax profit of £1.13bn.</p>



<p>Particularly impressive is its overseas business, where sales jumped 38.8% in the third quarter. In the US, where around 12% of the population have already taken weight-loss drugs, sales of Next-branded clothes are surging. </p>



<p>This overseas growth is important because the UK economy remains weak, adding risk to retailers like Next. The stock&#8217;s valuation is also higher, at 17.8 times forward earnings.</p>



<p>However, given the firm&#8217;s market-leading position and strong history of execution, I don&#8217;t think the stock’s overvalued. It also sports a decent-ish 2.3% forward dividend yield.</p>



<p>Looking ahead, the overseas opportunity remains very large, with majority-owned brand Reiss resonating very strongly with customers worldwide. </p>



<p>For investors looking to invest in a top-notch retailer, Next stock deserves serious consideration, in my opinion. </p>
<p>The post <a href="https://www.fool.co.uk/2025/11/23/how-the-glp-1-weight-loss-boom-could-lift-these-ftse-100-stocks/">How the GLP-1 weight-loss boom could lift these FTSE 100 stocks</a> appeared first on <a href="https://www.fool.co.uk">The Motley Fool UK</a>.</p>
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