乐购Tesco plc (TSCO)2024年-2025年中期业绩报告「LSE」（英文版）（41页）.pdf

1、Tesco InterimResults 2024/25.Ken Murphy,Group Chief ExecutiveImran Nawaz,Group Chief Financial Officer3 October 2024201.Introduction02.Interim results03.Strategic progress04.Q&AAgenda.3Introduction.Ken Murphy41.Brand Perception based on YoY changes in YouGov BrandIndex scores for the 12 weeks ended

2、25 August 2024.2.UK market share based on Kantar Total Grocers Total Till Roll on 12-week rolling basis to 1 September 2024.Limited range discounters refers to Aldi&Lidl.Other full-line grocers refers to Sainsburys,Asda&Morrisons.3.ROI market share based on Kantar Total Till Roll on 12-week rolling

3、basis to 1 September 2024.Customer offer drives volume growth and share gains.+416bps+650bps040QualityValueYouGov UK BrandIndex Score YoY112 w/e 26 Aug 2312 w/e 25 Aug 24+62bps+29bps(77)bpsUK Market Share YoY2Strong customer perception improvementVolume growth in all territoriesMarket-leading share

4、gains in the UK&ROITescoLimited range discountersOther full-line grocers+88bps+67bps+8bps(64)bps(74)bpsROI Market Share YoY3TescoDunnesLidlAldiSuperValu5Improving customer satisfaction.Perception improves ahead of market across all measures1.Improving NPS trajectory over the last two years2.+1,058bp

5、s+416bps+650bps+402bps+446bps+604bpsImpressionQualityValueReputationSatsifaction RecommendTescoCompetitor Average10152025H1 2022H1 20241.Brand Perception based on YoY changes in YouGov BrandIndex scores for the 12 weeks ended 25 August 2024.Competitor average refers to Sainsburys,Asda,Morrisons,Aldi

6、&Lidl.2.Brand NPS is based on BASIS Global Brand Tracker.3 period rolling data.Responses to the question:“How likely is it that you would recommend the following company to a friend or colleague as a place to shop?”.6Winning share across the market.(50)m0m50m100m150mH1 2023H1 2024Other full-line gro