Stock Movers M&S Up, Pheonix Slides, Ryanair Falls
Sep 8, 2025
M&S shares surged after Citi upgraded the retailer, signaling an attractive entry point post-cyberattack. Phoenix Group outperformed profit expectations and is rebranding to Standard Life to attract UK savers. Meanwhile, Ryanair's stock fell after Goldman Sachs downgraded its rating, citing diminishing catalysts amid rising costs and declining summer fares. The dynamics of these companies reflect shifting market trends and consumer behaviors.
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M&S Seen As Attractive Post-Cyberattack
- Citi views M&S as an attractive entry because shares trade ~18% below pre-cyberattack levels.
- M&S shows momentum in fashion with younger shoppers and wider food baskets boosting resilience.
Executives Sleeping In Office During Attack
- Caroline Hepkitt recalled M&S executives sleeping in the office for weeks during the cyberattack crisis.
- The episode highlighted how cyber incidents can threaten a company's operations and leadership stamina.
Phoenix Beats Estimates, Plans Name Change
- Phoenix beat first-half profit estimates and signalled it's on track to meet targets despite the share drop.
- Management plans to rebrand to Standard Life to appeal more to UK savers and companies from March 2026.