Electronics and Entertainment Retail

Frasers Group PLC

Frasers Group Opens Flagship Store in Liverpool

Frasers Group stock trading up

Frasers Group Plc Completes Mandatory Acquisition Offer for XXL ASA

Frasers Group Warns of Troubles in Acquiring XXL

Frasers Completes Acquisition of South African Company Holdsport

Frasers Makes a NOK 10 Per Share Acquisition Offer for XXL

Frasers Group to Open Over 350 Sports Direct Stores in Southeast Asia and India

FRAS

Frasers Group (LON:FRAS) has shown positive trends in its return on capital employed (ROCE), which has risen to 14% over the past five years, indicating effective reinvestment of capital. The company's capital employed has also increased by 29%. With a solid 67% return to shareholders in the last five years, investors are recognizing these changes. Analysts suggest that if Frasers Group maintains this growth in ROCE, it could have a promising future. However, potential investors should be aware of two warning signs regarding risks facing the company.

Simplywall

Investors Will Want Frasers Group's (LON:FRAS) Growth In ROCE To Persist

Frasers Group PLC has announced its total voting rights as of November 3, 2025. The company has an issued share capital of 640,602,369 ordinary shares, with 190,286,334 held as treasury shares. Therefore, the total number of voting rights is 450,316,035. This figure is essential for shareholders to determine their notification requirements under the FCA's Disclosure Guidance and Transparency Rules.

London Stock Exchange

REG - Frasers Group PLC - Total Voting Rights

Frasers Group plc has opened a flagship destination in Liverpool, combining Sports Direct and Everlast Gyms+ in a 90,000 sq. ft site. This three-storey facility offers a blend of sport, fitness, wellness, and retail, featuring Sports Direct’s first dedicated Women’s Training Concept in collaboration with brands like Nike and adidas. This opening is part of Frasers Group's ongoing investment in Liverpool's retail and fitness sectors, following previous launches of FLANNELS and Sports Direct sites.

Reuters

Frasers Group Opens Flagship Sports Direct and Everlast Gyms+ in Liverpool

ASOMY

Frasers Group PLC has notified ASOS PLC of a change in its major holdings, reporting a total voting rights percentage of 25.94% as of October 7, 2025. This includes 21.92% from direct voting rights and 4.02% from financial instruments. The notification was made on October 10, 2025, following the acquisition of financial instruments. The ultimate controlling person is Michael Ashley, and the notification is part of compliance with UK regulations regarding major holdings.

ASOS Plc

REG - ASOS PLC Frasers Group PLC - Holding(s) in Company

Mike Ashley’s Frasers has criticized Unite for its strike threat at the company’s warehouses, calling it "reckless and irresponsible." Sir Jonathan Thompson, chairman of Frasers, expressed disappointment over the union's confrontational approach to securing pay rises, especially amid rising costs from the government. Unite demands that Frasers pay warehouse staff the real living wage of £12.60 per hour, while Frasers recently granted a 7% pay rise. The situation raises concerns about potential strikes due to new legislation on employment rights that may empower unions further.

The telegraph

Mike Ashley’s Frasers attacks Unite for threatening warehouse strikes

Frasers Group chairman Sir Jonathan Thompson has urged Unite the Union to avoid "reckless" strike action amid rising cost pressures in the retail sector. In a letter to General Secretary Sharon Graham, he highlighted the impact of increased employer national insurance contributions and historic pressures from high business rates and international competition. Despite these challenges, Frasers has raised warehouse pay significantly and has not paid dividends, focusing instead on reinvestment and long-term job security. Thompson expressed disappointment over the Union's confrontational stance and called for reconsideration of strike plans.

cityam

Frasers Group chairman urges Unite to avoid ‘reckless’ strike

Frasers Hospitality is expanding into Cambodia with the signing of Fraser Residence BKK1 in Phnom Penh, its first serviced apartment property in the country. Scheduled to open in late 2026, the development will feature 83 serviced units, including studios and one- and two-bedroom apartments, aimed at business travelers and expatriates. Amenities will include a full-service restaurant, exclusive lounge, fitness facilities, and a children's playground.

Singapore Business Review

Frasers Hospitality signs first Cambodia property with 83 serviced units

Frasers Group PLC has notified that it has crossed the threshold of 14.04% voting rights in Marks Electrical Group PLC as of September 26, 2025. This marks an increase from the previous holding of 11.25%. The notification is part of the standard form for major holdings, indicating an acquisition of voting rights. The total number of voting rights held by Frasers Group PLC is now 14,739,040 shares.

REG - Marks Electrical Grp Frasers Group PLC - Holding(s) in Company

Frasers Group PLC has announced new appointments to its Board of Directors, with Andy Lyon and Jacky Wright joining as Non-Executive Directors, while David Daly, Ger Wright, and Helen Wright have stepped down. These changes support the company's Elevation Strategy. The latest analyst rating for Frasers Group stock (GB:FRAS) is a Hold with a price target of £749.00, reflecting a solid financial foundation but facing challenges in revenue growth and profitability margins.

Tip Ranks

Frasers Group Strengthens Board with New Appointments

Frasers Group PLC :FRASERS GROUP PLC - FRASERS GROUP CONFIRMS BOARD CHANGESFRASERS GROUP PLC - APPOINTS ANDY LYON AS NON-EXECUTIVE DIRECTOR

Frasers Group Appoints Andy Lyon As Non-Executive Director

Frasers Group PLC announced the successful results of its 2025 AGM, with all resolutions passed, including board member re-elections and share allotment authorizations. This strengthens the company's governance and market position. The latest analyst rating for GB:FRAS is a Hold with a £749.00 price target. Spark's analysis indicates a Neutral outlook, highlighting solid financials but challenges in revenue growth. Frasers Group operates in retail, focusing on sports and fashion products, with a market cap of £3.06B.

Frasers Group Secures Strong Backing at 2025 AGM

Frasers Group (LON:FRAS) has seen its share price rise 116% over five years, but its earnings per share (EPS) growth of 29% annually outpaces the 17% average share price increase. Despite a recent 3.1% rise, market sentiment appears cautious, reflected in a low P/E ratio of 11.03. Over the past year, shareholders lost 13%, contrasting with broader market gains of 14%. Long-term investors have seen a 17% annual return over five years, suggesting potential opportunities amidst current sell-offs, though two warning signs remain in the investment analysis.

Frasers Group's (LON:FRAS) five-year earnings growth trails the stellar shareholder returns

Frasers Group PLC :FRASERS GROUP PLC - DIRECTORATE CHANGEFRASERS GROUP PLC - DIRECTORATE CHANGEFRASERS GROUP PLC - PROPOSES JACKY WRIGHT AS NON-EXECUTIVE DIRECTOR

Frasers Group Proposes Jacky Wright As Non-Executive Director

BOSS

Hugo Boss's UK division, backed by Mike Ashley's Frasers Group, reported a pre-tax profit drop to £9m in 2024 from £16.8m in 2023, with turnover declining to £377m. Retail sales fell from £204.2m to £188.2m, while online sales dipped to £54.2m. The company recommended a reduced dividend of £9.3m. Significant investments impacted profits, as the firm shifted to a new operational model and renovated stores. Frasers Group increased its stake in Hugo Boss to over 32%, considering further acquisitions depending on market conditions.

HUGO BOSS AG

Profit slashed at Mike Ashley-backed Hugo Boss

Frasers Group Plc's recent earnings report showed soft profits, primarily impacted by UK£115m in unusual items. Despite this, analysts suggest that these unusual expenses are unlikely to recur, indicating potential for improved profitability next year. The company's earnings per share have grown at 24% annually over the past three years. However, there are two warning signs to consider regarding the company's risks. Overall, while current earnings may understate potential, a comprehensive analysis is necessary for a complete understanding of Frasers Group's financial health.