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Primark to launch home delivery as it prepares to split from owner ABF

Created at 10 Sep · 7:21 AM1 source↑ Market-relevant
IN SHORT

Primark will offer home delivery in Britain for the first time, a move that comes as the fast-fashion retailer prepares to spin off from its owner, Associated British Foods (ABF). The demerger is expected to create two new FTSE 100 companies by December 2027.

Key Numbers

£9bnPrimark valuation prediction
£4bnABF food business valuation prediction
3%Primark sales drop in quarter ended Sept 12
0.4%UK and Ireland sales growth in quarter ended Sept 12
4.3%Continental Europe sales drop in quarter ended Sept 12
December 2027Expected demerger completion

Who's Involved

Primark
fast-fashion retailer preparing to offer home delivery and split from ABF
Associated British Foods (ABF)
owner of Primark, Twinings tea and Kingsmill bread
George Weston
chief executive of ABF, to lead the food business post-demerger
Eoin Tonge
chief executive of Primark
Arthur Ryan
founder of Primark (Penneys) in Dublin in 1969

↳ Why This Matters

The introduction of home delivery by Primark signals a strategic adaptation to evolving consumer behavior and market conditions, potentially impacting its profitability and competitive positioning. The impending demerger from ABF will create two distinct publicly traded entities, offering investors separate opportunities to invest in the fashion retail and food sectors.

Key facts

  • Primark will offer home delivery in Britain for the first time.
  • The retailer is preparing to split from its owner, Associated British Foods (ABF).
  • The demerger is expected to complete in December 2027.
  • Primark's sales were expected to drop 3% in the quarter ended September 12.
  • Primark's iconic value campaign cut prices across hundreds of autumn and winter products.

Primark is set to launch home delivery in Britain for the first time, a significant shift for the fast-fashion retailer that has historically avoided the channel due to cost concerns. The move coincides with its planned demerger from owner Associated British Foods (ABF), which is anticipated to be completed by December 2027, creating two separate FTSE 100 companies. Analysts project Primark could be valued at £9bn and ABF's food business at £4bn post-split.

In an update on Thursday, Primark stated that its digital maturity and the success of its click-and-collect service, alongside online market developments, now present an opportunity for profitable growth through home delivery. The company has acquired an automated fulfilment facility in Sheffield to support this expansion. Despite the new delivery initiative, Primark expects its sales to decrease by 3% for the quarter ending September 12. Sales in the UK and Ireland are projected to increase by 0.4%, while continental Europe is expected to see a 4.3% decline.

George Weston, ABF's chief executive, noted that trading in Europe remained challenging but expressed optimism about the customer response to Primark's "iconic value" campaign, which involved price reductions on numerous autumn and winter items. Weston, a member of the controlling billionaire family, will lead the food business after the demerger. Eoin Tonge, an experienced finance executive, will continue as chief executive of Primark. The fashion chain, originally founded as Penneys in Dublin in 1969 by Arthur Ryan, opened its first UK store in Derby in 1974 and now employs over 80,000 people globally.

Frequently asked questions

Primark had argued that its low prices made it too difficult to absorb the costs associated with packing and shipping orders for home delivery.

The demerger of Primark from Associated British Foods is expected to be completed in December 2027.

It is a campaign by Primark where it cut prices across hundreds of autumn and winter products.

What Happens Next

01The demerger of Primark from ABF is likely to complete in December 2027.

How It Developed

Primark disclosed on Thursday that it had acquired an automated fulfilment facility in Sheffield and would offer home delivery in the future.
Primark's sales were expected to drop 3% in the quarter ended September 12, with the UK and Ireland up 0.4% and continental Europe down 4.3%.
Analysts predicted Primark could be valued at as much as £9bn and the food business at £4bn after the demerger.

Sources

T1
Primark to offer home delivery as it prepares to split from owner ABFThe Guardian

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