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Investor Intelligence

Top U.K. Stocks to Give Your Portfolio Enhanced Digital Exposure

by Liat Piazza , Investor Insights Manager 3 Min.
July 5, 2021

Some may say that the trouble with the United Kingdom stock market is that it doesn’t offer much opportunity to invest in up-and-coming technologies, market disruptors, or companies with a large digital footprint. 

Some U.K. names that you might be looking for alternatives from include FTSE 100 constituents Barclays, Unilever, Anglo American, Vodafone, and more.

Below, we’ve  used web traffic alternative data, to identify some of the top U.K. stocks if you’re looking to give your portfolio more digital exposure.

1. Tesco – yes, really

Ticker: TSCO

Yes, we know this is a well known U.K. stock but we’re not wasting your time – we promise. 

Why have we chosen to highlight Tesco? Of all the U.K. supermarket names Tesco has the strongest digital footprint, as seen by the highest number of monthly visits to its site in the U.K. compared to the other supermarket sites. What’s interesting is that Tesco has a larger online footprint in the U.K. than Ocado, which operates exclusively online.

Download our full analysis on the U.K. Grocery Market

2. Moonpig – greetings from the pandemic

Ticker: MOON

Following its IPO earlier this year, Moonpig shares have returned well, and the company is already a constituent of the FTSE 250 index. When compared to its main competitor in the U.K., Funky Pigeon, Moonpig better captured the opportunity presented by the coronavirus pandemic and the resulting lockdowns. Total visits to moonpig.com in the U.K. in 1Q21 (23.5 million) were not only higher than visits to funkypigeon.com (9.9 million) but also demonstrated stronger growth. Visits to moonpig.com were up 191% year-over-year (YoY) for moonpig.com in 1Q21, compared to 162% YoY for funkypigeon.com.

Moonpig vs Funky Pigeon YoY Traffic Growth - Similarweb

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3. Superdry – fashion leveraging the digital transformation

Ticker: SDRY

After Superdry announced strong, full-year results in May 2021, its share price climbed 65% over a five-day period. This spike came after a declining share price between 2018 and 2020. 

Julian Dunkerton, CEO, credits the company’s strengthened eCommerce presence with the improved revenue results. “Our strengthened eCommerce presence has helped mitigate the impact from enforced closures of our stores. We returned to revenue growth in Q4.”

And this is backed up by the digital data. In the 13 weeks ending April 24, 2021 YoY growth in traffic to superdry.com globally was up 19.8%, and the upward trend continued into May.

 

See Superdry’s key digital data points here

4. Dr Martens – puts its best foot forward

Ticker: DOCS

Dr Martens was one of 2021’s most anticipated London Stock Exchange IPOs. The popular British footwear name went public in January 2021 and its share price has shown quite a bit of volatility ever since. 

Turning to the digital data, we see that in the U.S., which accounts for the largest traffic share to drmartens.com, site visits that converted to a sale, surged by 86% YoY in 1Q21.

5. Just Eat Takeaway – food for thought

Ticker: JET

Just Eat Takeaway has been a component of the FTSE 100 since Takeaway acquired Just Eat in early 2020. 

In the U.K. justeat.co.uk dominates the food delivery market, with more monthly visits to its site than competitors deliveroo.co.uk and ubereats.com combined.

 

Read more on U.K. food delivery stocks

Finding digital exposure in the U.K. is possible

You have to search for them but it is possible to find U.K. stocks with a strong online presence. Above we have listed just a few and Similarweb can help you find even more.

With near-real-time data on over 100 million websites, 4.7 million apps, from 210+ industries, use this alternative dataset to generate more alpha, identify new investment opportunities, and strengthen your investment thesis.

Try Similarweb for free

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