Greggs – Preliminary Results

GREGGS PLC

(“Greggs” or the “Company”)

PRELIMINARY RESULTS FOR THE 52 WEEKS ENDED 27 DECEMBER 2025

Resilient performance in a challenging market

2025 Financial highlights

20252024% change
Total sales£2,151m£2,014m+6.8%
Underlying operating profit *£187.5m£195.3m-4.0%
Underlying profit before tax *£171.9m£189.8m-9.4%
Statutory profit before tax£167.4m£203.9m-17.9%
Underlying diluted earnings per share *122.8p137.5p-10.7%
Diluted earnings per share119.3p149.6p-20.3%
Diluted operating cash inflow per share267.1p255.4p+4.6%
Total ordinary dividend per share69.0p69.0p

* 2025 excludes the exceptional impact of a £4.5 million provision for a historic understatement of VAT self-identified and reported to HMRC in the year. 2024 comparative excludes the impact of £14.1 million exceptional gain primarily related to the sale of a legacy supply site

  • Total sales** up 6.8% on 2024, with LFL*** sales in company-managed shops up 2.4% year-on-year
  • Underlying* operating profit**** 4.0% lower at £187.5 million (2024: £195.3 million)
  • Underlying* profit before tax 9.4% lower at £171.9 million (2024: £189.8 million)
  • Underlying* diluted earnings per share 10.7% lower at 122.8p (2024: 137.5p)
  • Diluted operating cash inflow per share up +4.6% representing strong underlying cash generation
  • Net cash position of £45.8 million reflecting the level of capital investment in supply chain capacity
  • Final dividend of 50.0p per share recommended, total ordinary dividend per share of 69.0p per share, maintained at 2024 level

**    52 weeks ended 27 December 2025 (2024: 52 weeks ended 28 December 2024)

***   like-for-like sales in company-managed shops (excluding franchises) with more than one calendar year’s trading history

**** profit before net finance charges and income tax

Operational and strategic progress

Fastest-growing brand in the food-to-go market:

  • Greggs share of visits up 0.5 percentage points to 8.6% for the year to December 2025 (source: Circana). Greggs now a top four brand in all dayparts and in delivery
  • Brand health metrics remain strong; Greggs continues to be the UK’s leading food-to-go (FTG) brand (YouGov’s Brand Index, December 2025)

Value leadership – quality and price-driven:

  • Greggs remains the number one FTG brand for value
  • Greggs Rewards App provides access to even greater value for loyal customers, increasing frequency of visit
  • Value driven by quality as well as price – Greggs differentiates with freshly prepared food, hot options and customisation

Increasing access to Greggs:

  • Shop growth – clear opportunity for significantly more than 3,000 UK shops over longer term
    • 121 net openings in 2025, growing the estate to 2,739 shops as at 27 December 2025
    • Targeting around 120 net openings in 2026 with a strong pipeline of attractive opportunities
    • Trialling new ‘bitesize Greggs’ format to meet incremental customer demand in locations requiring a more compact unit
  • Delivery – delivery sales up 8.1% in 2025, representing 6.8% of company-managed shop sales (2024: 6.7%), now number four in market for delivery occasions (Circana)
  • Loyalty – Greggs App scanned in 26.7% of company-managed shop transactions (2024: 20.1%); customers who engage with the App shop at Greggs more frequently
  • Evening  remains fastest growing daypart; 9.4% of company-managed shop sales in 2025 (2024: 9.0%), now number four in market for dinner visits (Circana)
  • Grocery retailing – launched Bake-at-Home with Tesco and expanded range with Iceland
  • Menu – keeping the menu fresh and relevant by introducing new flavours and products, most recently launched a great value iced matcha latte in February 2026 (priced from £3)

Managing costs and capital investments:

  • Managing costs closely is strategically important as a value retailer, structural cost savings of £13.0 million delivered in 2025 and strong plans in place for future years
  • New National Distribution Centres in Derby and Kettering increase logistics capacity to 3,500 shops and remain on time and on budget
  • Capital expenditure peaked in 2025 at £287.5 million and will fall to circa £200 million in 2026, before reducing to a range of £150 to 170 million from 2027 on. The Company’s strong operating cash generation will create material capacity for additional cash returns
  • Key focus is restoring the Company’s return on capital employed to target of around 20%

Current trading

  • Like-for-like sales in company-managed shops increased by 1.6% year-on-year in the first nine weeks of 2026, with total sales increasing 6.3% and strong cost control supporting profit conversion
  • Full year guidance unchanged – expect to deliver profits at a similar underlying level to 2025, with any year-on-year improvement contingent on a recovery in the consumer backdrop

Roisin Currie, Chief Executive commented:

“Greggs delivered a resilient performance in 2025, growing market share, alongside continued strategic progress. Looking into 2026, easing inflationary pressures should provide some support to consumer spending and demand for convenient food-on-the-go continues to underpin the market. We remain focused on broadening access to Greggs with a strong pipeline of shop openings, exciting launches and deeper customer engagement via the Greggs App.

We have a clear formula for long-term success, leveraging our value leadership, vertical integration, breadth of range and strong track record of innovation. Together, these strengths give us a clear competitive advantage and position us well to deliver further sustainable growth.”

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