RaoscaffResearch
Prediction Series · Lock · Issue P-189
Prediction Series · P-189

The grocer's floor — ≥£32.5bn, locked at 93%.

93% probability Tesco's first-half 2026/27 group sales reach at least £32.5 billion — against £16.83bn booked in Q1 alone, with group like-for-like sales up 1.0% and UK food up 2.6%. Resolves ~8 Oct 2026.

Type · Prediction Lock · revenue-floor threshold Locked · 2026-08-13 · before the H1 results Resolves · ~2026-10-08 · Tesco H1 2026/27 interim results (tescoplc.com) Scored · binary: H1 2026/27 group sales ≥£32.5bn yes/no
Tesco H1 2026/27 group sales · our locked floor
≥ £32.5bn
group sales · vs £16.83bn booked in Q1 alone

Tesco reported Q1 2026/27 group sales of £16,826m with like-for-like sales up 1.0%, driven by a 1.8% rise across the UK and Republic of Ireland, UK food sales up 2.6% and Finest range growth of 9%. Full-year adjusted operating profit guidance was reaffirmed at £3.0–£3.3bn. Source: Tesco Q1 2026/27 trading statement.

— 1 · The Locked Call

Tesco H1 2026/27 group sales reach ≥£32.5 billion — P = 0.93.

We lock a binary: Tesco reports first-half 2026/27 group sales of at least £32.5 billion, per its interim results. Confidence 93%.

— 2 · Why it's nail-able

Half the figure is already reported, and grocery volumes are the least cyclical line in retail.

Tesco booked £16.83bn in the first quarter, so the second needs about £15.7bn to clear our floor — less than the quarter already delivered. Food retail is the most defensive category in consumer spending: households do not stop buying groceries, and Tesco's like-for-like sales were positive with UK food up 2.6%. Confidence 93%, not higher, because Tesco's own full-year profit guidance range is unusually wide at £3.0–£3.3bn and explicitly tied to Middle East uncertainty, which signals management sees real macro risk. Scored on GROUP SALES, not UK-only and not revenue excluding fuel.

Locked on 2026-08-13 — scored against Tesco's reported H1 2026/27 group sales.

RAOSCAFF locks P-189 on 2026-08-13, before the interim results. Scored against Tesco's reported first-half 2026/27 group sales versus a £32.5 billion floor.

Locked
2026-08-13 (commit timestamp on origin/main)
Resolves
~2026-10-08 — Tesco H1 2026/27 interim results
Source
Tesco PLC interim results 2026/27, group sales (tescoplc.com)
Scored by
Binary: YES if reported H1 2026/27 GROUP sales are ≥£32.5bn; NO otherwise. Group sales — not UK & ROI only, not retail sales excluding fuel, and not adjusted operating profit.

Tesco's own profit guidance range is unusually wide and explicitly tied to Middle East uncertainty — the disclosed tail.