Sainsbury (j) Share Discussion Threads

[robot ic1] 30/6/2019 10:56

Qantas ,black gold hammering up, delivery costs are rising

[loganair] 29/6/2019 09:46

s34 - much of Sainsbury's increase in profit is still coming from lowering Argos costs, by bringing more Argos stores to fill empty spaces in the larger Sainsbury's stores.

Each Argos store closed and moved into a Sainsbury's store, could save as much as £1/2mln a year in costs.

This was one of the main cost savings with the ASDA merger. ASDA mainly has large stores and to bring Argos'es into these stores would save at least £100mln.

The difficulties the so called big 4 supermarkets is they're set up and run like they're were 30 years ago whereas the likes of Aldi and Lidl were set up to be discounters and have always been run as discounters. Therefore the likes of Tesco, Sainsburys and Morrisons can not really compete on price with Aldi and Lidl. Asda is better off as it has Walmart behind them.

Sainsbury's is better off trying to differentiate itself from the discounters by giving shoppers a better customers experience when shopping and better quality foods.

[loganair] 29/6/2019 09:37

One of the main problems I see with Sainsbury's as with other chain stores, they are too London centred, only thinking about what sells in London and the Home Counties then stock their stores, especially clothing with what suits London and the Home Counties throughout the whole of the UK.

How would I get round this, move their head office to maybe the Northern Power house, any where but Manchester, maybe Leeds or Sheffield or even Liverpool. I would also do the same for Parliament and the Civil Service, still leaving London as the capital of the UK.

Worth watching 'Yes Minister' and the 'Transport Suprimo' and the Head of the Cvil Service talking about Transport Policy and transport outside of London and the Home Counties.."most probably, I don't know about that.'

[s34icknote] 29/6/2019 07:28

Underlying earnings per share at full year were up 7.8 percent .Debt down 222 million Sales up !Eps 22p Share price gloom all about one off costs from merger and Asda costs .Sicknote

[poikka] 28/6/2019 13:56

Q1 next week.

[loganair] 28/6/2019 13:38

I disagree - due to Sainsbury's lack luster growth I can see their share price low being some where around 150p giving around a 7.3% Yield. I'm patient enough to wait.

[loganair] 27/6/2019 19:43

williamc4 - Filtered as posted the same on over 50 threads and seems to become williamc4 to do so.

[loganair] 27/6/2019 12:45

I think something needs to be done about Tesco's as they have to bigger market share.

When they're taking over Booker I always thought it would have been for the best for the CMA to make Tesco sell their One Stop Shop brand would have been fair and reasonable.

[loganair] 27/6/2019 10:00

An excellent article - really informative, I see they also looking for 150p as I've posted several times...

"Given the company’s lack of sustained growth, the dividend would have to make up virtually all of my expected return. In other words, I would want the dividend yield to be above 7% before I’d even think about investing. That would require a price of no more than 157p, so I think a target buy price of below 150p is reasonable for a long-term income investor, but only if you’re willing to ignore the company’s various problems."


M&S, Imperial Tobacco investors could also do with reading the whole article...

[debsdowner] 27/6/2019 08:57

Report today on Sainsbury which paints a bleak picture on Sainsburys:

[the grumpy old men] 26/6/2019 07:56

Shore Capital Sell Reiterates

[poikka] 25/6/2019 13:56

"they are investing significantly in new ranges, in particular in the food-to-go categories, where shoppers are shifting their fresh-food spend."2

That's true, Sainsbury's Hedge End is going through refurbishment and looking very promising with food-to-go areas.

[robot ic1] 25/6/2019 12:59

Qantas good afternoon ,
black gold hammering up, delivery costs rising

[robot ic1] 25/6/2019 12:58

Qantas good afternoon ,
black gold hammering up, delivery costs rising

[loganair] 25/6/2019 12:08

I still think there is further fall in the share price to go as share prices almost always over do it on the downside as they do on the frothy upside.

[imperial3] 25/6/2019 11:41

All doom and gloom.Any grounds of hope anywhere here?

[loganair] 25/6/2019 11:31

Nielsen's UK head of retailer insight, said: "Aldi and Lidl are growing sales due to new store openings, and from refurbishing and remodelling existing stores. Whilst the top four supermarkets are not opening many new stores at the moment, they are investing significantly in new ranges, in particular in the food-to-go categories, where shoppers are shifting their fresh-food spend."

[poikka] 25/6/2019 11:30

Okey dokey

[loganair] 25/6/2019 11:21

Actually is comes to nearly 100% when adding Kantars Ocado 1.3%, Independents 1.7% & Others 1.9% comes to a total of 99.7%.

Kantar freely acknowledge they do not include M&S 3.3% grocery market share, because M&S sells more clothing then they do foods.

Nielsen do include M&S 3.3% market share which brings down the markets share of the so called big 4 super markets.