Sainsbury (j) Share Discussion Threads

[tim 3] 01/6/2019 17:21

I doubt they would allow Sainsburys to have half of Asda stores think the cma would probably have offered it as an alternative at the time if so.

[investor2019] 01/6/2019 16:57

loganair
31 May '19 - 17:22


would asda be permitted to sell say 2/3 of stores to mrw and 1/3 to sainsbury, or is such a deal completely off the cards after the CMA decision?

[konradpuss] 31/5/2019 18:24

There is an interesting article in the I.C. today on Sainsbury and M & S.

It's worth a read. I am sorry to say it is not very positive.

[loganair] 31/5/2019 17:22

I2019 - I've been posting a similar that ASDA sells 1/2 to Sainsbury's and 1/2 to Morrisons which would give Sainsburys around 22.5% market share and Morrisons 18%.

[investor2019] 31/5/2019 16:44

IMO Sainsbury's needs to do a strategic review of the business. if they cannot come up with an acceptable strategy to reinvigorate the business, then they should sell up shop!

take a look at the market share numbers- sains, asda and mrw totals 40.8%. sains could sell 1/3 of its stores for a 25% stake in asda and 2/3 for a 50% stake in MRW, something along those lines. but firstly sell off a few to waitrose, or close a few, so the resulting 2 companies each have market shares of 19.9% to keep the CMA at bay!

[loganair] 31/5/2019 08:46

Sainsbury’s is overhauling its premium own-label brand Taste the Difference with fresh packaging, reformulated recipes and new lines.

This week, the retailer unveiled the new branding across ready meals and selected deli products – the first lines to undergo the revamp as part of the gradual rollout.

The new branding still features the Taste the Difference signature purple and gold colour scheme but with an updated logo and food photography visuals across packs.

The new packaging also features longer product descriptions focussing on provenance and quality alongside the new tagline “that’s why you can Taste the Difference”.

Ready meals in particular have been given an extensive revamp with the addition of over 10 new lines including Creamy Garlic Chicken, Chicken, Bacon & Leek Pie, Spinach & Ricotta Cannelloni and an Aubergine & Mozzarella Bake which are priced between £3-£5. Much of the remaining range has also undergone changes in the form of reformulated recipes, increased pack sizes to serve two or oven-only aluminium packaging.

[buywell3] 31/5/2019 07:00

.................... The Tories 12 Disciples ..................


We now have the chosen 12 who will lead us out of all our troubles to a land of milk and money.

And there will be new cheap subsidised houses for the poor built by the nations builders and the weak and needy shall be given cheap food provided by many of the big four but mostly by ALDI and LIDL who shall continue to grow and prosper.

And a 13th will come amongst us sayeth the 22 committee who shall make complete the holey group.

From one of these a leader will be anointed to guide us all along the paths of Tory righteousness for we as a people do not know what we do.

Guidance and Deliverance is at hand , the chosen one will save us from our Brexit sins and make us clean and whole again.


buywell AD 2019

[konradpuss] 30/5/2019 18:21

Investor2019 unless you can make the management liquidate them there those assets, the worth of the company is based on what they produce.

I agree with your view in respect of the management.

[loganair] 29/5/2019 17:47

Market share over the past year...as per usual Kantar do not include M&S who have around 3.3% market share - Nielsen in brackets:

..............12 Weeks 20 May 2018....12 Weeks 19 May 2019

Tesco............27.7%.....................27.3%.(26.5%)
Sainsbury........15.7%.....................15.2%.(14.2%)
ASDA.............15.4%.....................15.2%.(13.7%)
Morrison.........10.5%.....................10.4%.(.9.8%)
Aldi..............7.3%......................8.0%.(.9.5%)
Co-op.............6.0%......................6.1%.(.5.0%)
Lidl..............5.4%......................5.8%.(.6.4%)
Waitrose..........5.1%......................5.1%.(.4.2%)
Marks & Spencer..................................(.3.2%)
Iceland...........2.1%......................2.1%.(.2.3%)
Ocado.............1.2%......................1.3%

As can been seen over the past year Aldi/Lidl gained 1.1% market share while Sainsbury's and Tesco's where the biggest losers.

[loganair] 29/5/2019 16:39

BBC One To Explore The Inner Workings Of Sainsbury’s With ‘Inside The Supermarket’


BBC One is set to explore the inner workings of Sainsbury’s after handing out a six episode series order to Inside The Supermarket. The series comes just as the supermarket chain is set to celebrate their 150th birthday.

The six episode series follows Sainsbury’s colleagues from the boardroom to the shop floor and across the country. From one of Sainsbury’s biggest supermarkets – Hedge End in Southampton, which has over 600 employees – to the Sainsbury’s London headquarters, known as the Store Support Centre office, to its busiest northern depot at Haydock Park, Merseyside, which delivers 1.4 million crates of produce to stores every week.

Cameras will join a Sainsbury’s team as they scour Britain for the next big food product, hunting down small suppliers who could see their fortunes transformed if Sainsbury’s backs their product; as well as a fashion graduate who, during her first year out of university, launches her clothing collection to the supermarket’s customers. The series is being produced for BBC One by ITN Productions. Anoushka Roberts is the series producer, while Chris Taylor is the series director. Will Smith is the executive producer.

“This is a really interesting time for retail as a whole, and for supermarkets in particular. We all know Sainsbury’s, but we have little knowledge of all the challenges and decision-making that happen behind the shelves”, said the BBC Commissioning Editor for Documentaries Emily Smith, who commissioned the series alongside the BBC’s Director of Content Charlotte Moore. “In this exciting time for retail, this multi-layered series will give us a fascinating and enjoyable insight into how Sainsbury’s staff navigate the ever-changing variables they’re faced from HQ to the shop floor – from changes in consumer behaviour and the supply chain to the growing competition.”

While ITN Production’s Executive Producer Will Smith added: “We all shop in supermarkets like Sainsbury’s every week, but rush in and out with no thought of what goes on behind the scenes to put food on the shelves and on our tables. From day-to-day forecasting and firefighting, we will follow the Supply Chain as they react to major events from heatwaves to summer holidays and back to school to the run up to Christmas. This series will provide a unique picture of the British supermarket shopper: when we buy, how we buy and what we buy.”

[loganair] 29/5/2019 11:05

Market share over the past year...as per usual Kantar do not include M&S who have around 3.3% market share:

12 Weeks 20 May 2018....12 Weeks 19 May 2019

Tesco............27.7%.....................27.3%
Sainsbury........15.7%.....................15.2%
ASDA.............15.4%.....................15.2%
Morrison.........10.5%.....................10.4%
Aldi..............7.3%......................8.0%
Co-op.............6.0%......................6.1%
Lidl..............5.4%......................5.8%
Waitrose..........5.1%......................5.1%
Iceland...........2.15......................2.1%
Ocado.............1.2%......................1.3%

As can been seen over the past year Aldi/Lidl gained 1.1% market share while Sainsbury's and Tesco's where the biggest losers.

[buywell2] 29/5/2019 11:02

FTSE 100 below 7000 by this weekend anyone ?

[loganair] 29/5/2019 10:58

The UK's 'Big Four' retailers failed to post an increase in sales between them in the 12 weeks to 9 May, according to the latest grocery market share figures from Kantar.

According to the data, market leader Tesco posted a 0.0% increase in sales in the period, to sit on 27.3%.

Second-placed Sainsbury's and rival Asda are now neck and neck on 15.2% market share, with the former seeing a 1.7% decline in sales in the period, and the latter seeing a 0.2% decline.

Even fourth-placed Morrisons saw a 0.4% decline in sales in the period, to sit on 10.4%.

Tesco Benefits:

Commenting on the findings, Chris Hayward, consumer specialist at Kantar, said that while Tesco fell flat, it is still seeing a boost from its Exclusively at Tesco products, as well as its '100 years of value' campaign, to promote its centenary.

"Looking ahead, the supermarket will be hoping the decision to make lines from its Jack’s discount arm available in store throughout May will pique customers’ interest and generate incremental sales.”

On Sainsbury's performance, Hayward added, "Sainsbury’s is approaching its own anniversary a bit differently from rival Tesco – as well as reflecting on the past 150 years and including the Queen in celebrations, it is also looking forward and championing smaller brands with its Future Brands initiative."

Discounter Drive:

The strongest performer in the period was discounter Aldi, which increased its sales by 11.1% to sit on 8.0%, closing the gap further on fourth-placed Morrisons.

Similarly, Lidl grew its sales by 8.5% in the period, to hold 5.8% market share, just behind the Co-op.

"The discounters continue to attract customers with nearly one million more households visiting Aldi compared with last year and an additional 630,000 shopping at Lidl," commented Hayward. "Around 75% of growth at both supermarkets is coming from the ambient and chilled aisles as people opt for value in a greater proportion of their basket."

Ocado, with a 6.4% sales increase, was the third fastest-growing retailer in the latest market share figures.

[poikka] 29/5/2019 10:20

M&S and Sainsbury's won't happen. If it had ever made sense, it would have been done before the Ocado venture.

Interestingly, although Sainsbury's market share fell as usual according to Kantar, its share price didn't react as badly as Tesco's. I'd like to see Kantar's full report, but can't get it.

Sainsbury's latest marketing wheeze offering 10p off a litre of fuel if you spend £60 is really neat.

[loganair] 24/5/2019 09:54

Combining both Sainsbury's and M&S will save a considerable amount of money.

1. M&S could cancel their expensive deal with Ocado and use Sainsbury's for home delivery service.
2. Reduce administration staff and only need for one head office.
3. Combine logistics and warehousing.

[konradpuss] 24/5/2019 09:48

loganair, that sounds like two drowning people getting together.

It might not be a bad idea mind.

We need a name - Mark & Sainsbury - M & S Plc ? - New logo - maybe orange and green.

Please no Coupe as CEO.

[solarno lopez] 24/5/2019 09:44

Now that idea I like Loganair well done and makes sense

[loganair] 24/5/2019 09:42

I think Sainsbury's could look at merging with M&S. Both companies are in foods and clothing.

1. I think it would easily pass the CMA as M&S have only around 3.4% grocery market share, giving a combined market share of around 18.6%
2. M&S have no petrol stations.
3. Could merge the grocery side together with M&S being the premium side.

[tim 3] 24/5/2019 09:36

I think what makes it worse for Coupe is that everyones gut reaction was there is no way they are going to allow that to go through but he must know what hes doing and know something we don't.

Turns out he didn't!

[loganair] 24/5/2019 09:36

Knowing how poorly the big 4 supermarkets are preforming compared to Aldi/Lidl it seems to me Walmart will only be able to relist ASDA at the bottom end of the pricing, getting far less then they would of with a tie up with Sainsbury's which valued Asda at £7.3bln.

I think Walmart will be lucky to be able to re-list Asda at even £6bln.

[loganair] 24/5/2019 09:30

I can still see Saisnbury's share price falling further and wouldn't be at all surprised to see a bottom around 150p - overshooting on the down side.