YouGov (YOU): Shopper strategic review
This situation live
YOU YouGov
24 Mar 2026 · Review commenced · +99% until the next step
Commenced a strategic review of the Shopper division to unlock long-term shareholder value.
13 Oct 2026 · Review ongoing; no outcome · −12% since
Strategic review of Shopper remains ongoing; further updates will be provided in due course.
Shopper strategic review
Review ongoing; no outcome
Next: further update on the review
What is happening
YouGov: Shopper strategic review – Review ongoing; no outcome. ['Review ongoing; no outcome']
- In short
- YouGov began a strategic review of Shopper in March 2026 to unlock long-term value. On 13 Oct 2026 it said the review is ongoing with no outcome given. Shopper FY26 adjusted operating profit fell to £18.2m from £27.2m, and investment continues in FY27.
- Announced
- 24 Mar 2026 · Review commenced
- Latest
- 13 Oct 2026 · Review ongoing; no outcome
- Shopper H1 profit
- £6.8m adjusted operating profit (HY25: £13.9m)
- Incremental investment
- £6m expected in FY26
- Underlying revenue
- Down 2% in H1; expected to return to growth by year end
- Outcome
- Not stated; further updates in due course
- FY26 profit
- Shopper adjusted operating profit £18.2m (FY25: £27.2m)
- FY27 investment
- Continues at broadly the same level as FY26
What comes next
further update on the review.
From the company's own announcements. Not investment advice.
Briefing
YouGov in 4 minutes
YouGov is a UK research and data group that runs a panel of 31 million registered members in 64 markets and sells what they say and do to companies, media and governments. In January 2024 it paid €315m for a European...
- Act 1A big European deal at the top
- Act 2Sales stall, guidance cut, costs cut
- Act 3Paying for Shopper and a new efficiency plan
Also at YouGov 2 open
Turnaround plan with targetsValue Delivery Plan – Wave 1 done; Wave 2 ahead of plan
Capital returnShare buyback replacing dividend – Buyback launched 13 Oct 2026, run by Berenberg
YouGov – company page →