London Daily

Focus on the big picture.
Friday, Dec 05, 2025

Shopping may never be the same again, says M&S

Shopping may never be the same again, says M&S

Customers "may never shop the same way again" after the coronavirus crisis, Marks and Spencer's boss has said.

"Whilst some customer habits will return to normal, others have changed forever," Steve Rowe said.

The pandemic has driven several changes, including a shift to online, customers cooking more from scratch and buying more casual clothing.

T-shirt bras and bathroom products online sales have risen, while it is barely selling any suits or ties.

The retailer has also found that as shoppers are visiting the shops less, they are planning what to eat further in advance, and also buying more herbs and whole vegetables.

It said that customers are buying bigger product packs, such as of strawberries or chicken. Sales of frozen items are also up by 75% on the year in the UK.

M&S added that online shoppers were now browsing earlier in the day, between 15:00 and 17:00.

As more customers work from home, desktop visits were also up 38% in comparison with the same period last year.

But M&S is one of the few big food retailers without its own internet-based delivery service.

This has hampered the chain as customers have needed to purchase items online during lockdown if they are self-isolating, for example.

However, the retailer's partnership with Ocado starts in September this year, replacing the online grocer's existing deal with Waitrose.

In a new announcement, M&S said the delivery service would also include over a thousand non-food items meaning customers will soon be able to buy cushions or underwear alongside their eggs or bread.

Mr Rowe said that Ocado's strong performance during lockdown "further reinforced" the value of the deal for delivering groceries.

The impact of the virus lockdown has driven "effects and aftershocks" in the retail sector that would "endure for the coming year and beyond," Mr Rowe added.

Neil Wilson, chief market analyst at Markets.com, said: "Covid-19 has accelerated lots of consumer trends and it may just be the catalyst required to accelerate Marks and Spencer's transformation into a 21st century retailer.

"In particular it looks as though M&S has learnt just how important online is - so it's making its Ocado venture more central to the business."


Transformation plan


M&S was already undergoing a transformation plan led by its chief executive Steve Rowe which included cutting costs and closing some stores.

The firm said that due to the pandemic, those measures would be sped up under a programme called "Never The Same Again".

Those include buying clothing from fewer core suppliers, reducing the clothing and home ranges, as well as "the replacement of ageing stores".

"The trauma of the Covid-19 crisis has galvanised our colleagues to secure the future of the business," said Mr Rowe.


'Mountain of unsold stock'


The company has been facing increasing competition from fashion giants such as Primark on the High Street and Asos on the internet in recent years.

In the year to March, M&S said its clothing sales fell by 6.2%, whereas its food sales were up 1.9%.

To add to its problems, M&S's non-food stores have been forced to shut under the lockdown measures.

As a result, it faces a "mounting backlog of unsold stock" in its warehouses, it said.

Clothing and homeware sales fell by 75% in the six weeks to 9 May. Food sales also fell, by 8.8%, although M&S said many of its Simply Food stores were trading strongly.


Sales hit


The firm said that lockdown measures, social distancing and lower consumer demand were "likely to continue through the year", adding that the coronavirus pandemic means that its performance over the next year is difficult to predict.

It is working on a scenario that assumes a sales hit of £2.1bn over the next year across clothing, home, food and international sales.

Sophie Lund-Yates, equity analyst at Hargreaves Lansdown, said: "Overall, M&S was facing challenges before coronavirus and these have simply been exacerbated.

"Within the difficulties there are real opportunities too, and the group appears to have a lot of the right ideas, but the next chapter really needs to be about execution."

Its comments came as M&S said its profits for the year to March had dropped by more than 20% to £403m, from £511m in the previous year, as its troubled clothing business continued to struggle.

Newsletter

Related Articles

0:00
0:00
Close
UK Inquiry Finds Putin ‘Morally Responsible’ for 2018 Novichok Death — London Imposes Broad Sanctions on GRU
India backs down on plan to mandate government “Sanchar Saathi” app on all smartphones
King Charles Welcomes German President Steinmeier to UK in First State Visit by Berlin in 27 Years
UK Plans Major Cutback to Jury Trials as Crown Court Backlog Nears 80,000
UK Government to Significantly Limit Jury Trials in England and Wales
U.S. and U.K. Seal Drug-Pricing Deal: Britain Agrees to Pay More, U.S. Lifts Tariffs
UK Postpones Decision Yet Again on China’s Proposed Mega-Embassy in London
Head of UK Budget Watchdog Resigns After Premature Leak of Reeves’ Budget Report
Car-sharing giant Zipcar to exit UK market by end of 2025
Reports of Widespread Drone Deployment Raise Privacy and Security Questions in the UK
UK Signals Security Concerns Over China While Pursuing Stronger Trade Links
Google warns of AI “irrationality” just as Gemini 3 launch rattles markets
Top Consultancies Freeze Starting Salaries as AI Threatens ‘Pyramid’ Model
Macron Says Washington Pressuring EU to Delay Enforcement of Digital-Regulation Probes Against Meta, TikTok and X
UK’s DragonFire Laser Downs High-Speed Drones as £316m Deal Speeds Naval Deployment
UK Chancellor Rejects Claims She Misled Public on Fiscal Outlook Ahead of Budget
Starmer Defends Autumn Budget as Finance Chief Faces Accusations of Misleading Public Finances
EU Firms Struggle with 3,000-Hour Paperwork Load — While Automakers Fear De Facto 2030 Petrol Car Ban
White House launches ‘Hall of Shame’ site to publicly condemn media outlets for alleged bias
UK Budget’s New EV Mileage Tax Undercuts Case for Plug-In Hybrids
UK Government Launches National Inquiry into ‘Grooming Gangs’ After US Warning and Rising Public Outcry
Taylor Swift Extends U.K. Chart Reign as ‘The Fate of Ophelia’ Hits Six Weeks at No. 1
250 Still Missing in the Massive Fire, 94 Killed. One Day After the Disaster: Survivor Rescued on the 16th Floor
Trump: National Guard Soldier Who Was Shot in Washington Has Died; Second Soldier Fighting for His Life
UK Chancellor Reeves Defends Tax Rises as Essential to Reduce Child Poverty and Stabilise Public Finances
No Evidence Found for Claim That UK Schools Are Shifting to Teaching American English
European Powers Urge Israel to Halt West Bank Settler Violence Amid Surge in Attacks
"I Would Have Given Her a Kidney": She Lent Bezos’s Ex-Wife $1,000 — and Received Millions in Return
European States Approve First-ever Military-Grade Surveillance Network via ESA
UK to Slash Key Pension Tax Perk, Targeting High Earners Under New Budget
UK Government Announces £150 Annual Cut to Household Energy Bills Through Levy Reforms
UK Court Hears Challenge to Ban on Palestine Action as Critics Decry Heavy-Handed Measures
Investors Rush Into UK Gilts and Sterling After Budget Eases Fiscal Concerns
UK to Raise Online Betting Taxes by £1.1 Billion Under New Budget — Firms Warn of Fallout
Lamine Yamal? The ‘Heir to Messi’ Lost to Barcelona — and the Kingdom Is in a Frenzy
Warner Music Group Drops Suit Against Suno, Launches Licensed AI-Music Deal
HP to Cut up to 6,000 Jobs Globally as It Ramps Up AI Integration
MediaWorld Sold iPad Air for €15 — Then Asked Customers to Return Them or Pay More
UK Prime Minister Sir Keir Starmer Promises ‘Full-Time’ Education for All Children as School Attendance Slips
UK Extends Sugar Tax to Sweetened Milkshakes and Lattes in 2028 Health Push
UK Government Backs £49 Billion Plan for Heathrow Third Runway and Expansion
UK Gambling Firms Report £1bn Surge in Annual Profits as Pressure Mounts for Higher Betting Taxes
UK Shares Advance Ahead of Budget as Financials and Consumer Staples Lead Gains
Domino’s UK CEO Andrew Rennie Steps Down Amid Strategic Reset
UK Economy Stalls as Reeves Faces First Budget Test
UK Economy’s Weak Start Adds Pressure on Prime Minister Starmer
UK Government Acknowledges Billionaire Exodus Amid Tax Rise Concerns
UK Budget 2025: Markets Brace as Chancellor Faces Fiscal Tightrope
UK Unveils Strategic Plan to Secure Critical Mineral Supply Chains
UK Taskforce Calls for Radical Reset of Nuclear Regulation to Cut Costs and Accelerate Build
×