Revealed: food and drink 2025 stock market winners and losers | Analysis & Features

Investors had a wild ride in 2025. Led by a rampantly bullish US tech sector, global stocks have shot up by over 20%, and in the UK the FTSE had its best year since 2009 – all despite trade wars, real wars and tepid growth in developed markets.

Consumer stocks, usually viewed as relatively dependable, have had their own dramatic gains and losses.

Food retailers

The divide is stark among retailers, with B&M’s share price (–51.8%) unravelling after a torrid year that contrasts markedly with major gains for Tesco (+20%) and Sainsbury’s (+18.8%).

Rewarded for their reliability, and the massive amounts of cash they’re generating thanks to still-elevated inflation, the supermarkets have enjoyed a strong year in part due to their…

Source link