Sainsbury (j) Share Discussion Threads

[havinthelasttoast] 05/4/2024 11:18

Next time I am having a party I will invite you Logan to brighten things up.

[loganair] 05/4/2024 11:10

In my experience the only place worse for food then the UK is the United States where food is tasteless, bland, sickly, grey and pumped full of processed toxic rubbish.

[havinthelasttoast] 05/4/2024 10:43

Load of Bolox. I live in Portugal and lived in Spain and our supermarkets are far superior.

Marks and spenders in wilmslow was exceptional and the only similar here is Apolónia and Corte ingles in Spain.

They do not have the culture of ready meals in southern Europe that we have, everything else is practically the same and produced by the same big conglomerates with different names on it.

Your son is suffering from Brexit libtardness where everything in old Blighty is bad. It happens a lot. Some young jockeys travel away and believe the shyte smells better where they visit. I hate the U.K. but the idea that the food is better is a load of Brexit Bolox

Hope that helps you negative U.K. hating ball bag

Have you anything positive to say you old sour puss, you are a right miserable negative old oap aren’t you. Hope this brightens your otherwise miserable day.

Lovya loads x

[loganair] 05/4/2024 10:38

My teen who does quite a bit of travelling on the continent, when ever he returns to the UK constantly complains how food bought from the supermarkets in Britain is completely tasteless, has no taste what so ever.

I must agree with this, even Taste the Difference or Tesco Finest has very little taste to them now days.

[havinthelasttoast] 04/4/2024 10:27

Maybe you be best selling up Logan if you don’t think they doing a great job, let the players make the big doh. You been the bag holder for a few years but the toast is in now at 2.46 and I never lose.

[jimarilo101] 04/4/2024 09:31

Sainsbury's future of food report .........

UNREAL!!! You Won't Believe What They Just Announced... (MANDATORY)

Neil McCoy-Ward
421K subscribers

[loganair] 04/4/2024 09:02

If management were doing such a great job the Sainsbury's share price would be 400p and making a profit of over £1 billion.

[philanderer] 04/4/2024 00:18

Sainsbury’s launches new ‘Low Everyday Prices’ offer

[havinthelasttoast] 03/4/2024 16:02

March data in before the banks have it. They use api to pull it on the 7th. Expect a rise from there

March was best month in years for YOY growth on website. 18.6 percent up. I want have app data to 7th

They doing little small liquidity sweeps but this is going one way.

[havinthelasttoast] 03/4/2024 09:51

I do understand the frustrations of long term holders here, this has been a bit of a dog. However the strategy which is based on food and price is working. FCF is very strong and underlying profit also. Momentum continues and she is a nice share to trade and a nice share to hold. With the 1b of savings over 3 years coming in I think we should see some nice returns the next months and beyond.

Good luck

[havinthelasttoast] 03/4/2024 08:13

Management doing a great job.

Taking market share faster than tesco on a percentage basis.

Fastest growing website and only one strongly in growth.

Fastest growing app.

Argos now less than 10 percent down year over year from 30 then 20.

Fair value = 4 quid

[loganair] 02/4/2024 21:01

jag - "My understandinfg is loganair is a longtime Sainsbury’s shareholder but does not rate the management or the company’s strategy. Not a Tesco shareholder." - 100% correct.

When it comes to Sainsbury's management they seem to be following what the other supermarkets are doing rather then trying to come up with an idea of their own. All they seems to be worried about is how cheaply can they sell their products for and being as green as possible when as a share holder I'm concerned about as much profit as possible in turn leading to the highest possible dividend which has not really been the case over the past 10 years.

When ever possible I also post Nielsen market share which is completely different to Kantar as they also include M&S food who have circa 3.8% market share and is likely to continue to rise to 4.0% by the end of this year. Also Nielsen show Aldi and Lidl at a far higher market share then Kantar do?

[jagworth] 02/4/2024 20:37

Havinthelasttoast

Thank you for providing the link for 722.

loganair posts a lot of useful stuff on this bb. Many articles from other websites/newspapers etc. without giving the author or source. Things are difficult in the media industry so please loganair provide a link or give them a plug if you are copying their work.

My understandinfg is loganair is a longtime Sainsbury’s shareholder but does not rate the management or the company’s strategy. Not a Tesco shareholder.

Posting about Sainsbury’s is his hobby and is useful for the rest of us so please don’t be unkind or sarcastic.

[havinthelasttoast] 01/4/2024 12:24

Hey Logan

You just ignore being wrong the other day hehe

Takes a bigger man just to say yep got that wrong, on a like for like basis looking behind the surface data in line with what UBS has stated tesco is either overvalued by 50 percent or Sainsbury’s is undervalued by 50 percent. Tesco will come down or Sainsbury’s go up.

I will also confirm that Sainsbury’s is taking more market share on a percentage basis than tesco using the same data source as you but interpreted correctly. Sainsbury’s in my view will be the biggest player in 10 years.

Now if you need me to interpret anymore reports for you before you post send me a private message.

Lovya loads x

[loganair] 31/3/2024 17:53

On balance, it looks like the emerging UK retail Big 4 are Tesco, Sainsbury’s, Aldi and Lidl……with financial issues (debt) constraining Asda & Morrisons in their efforts to regain their original Mults’ status.

In terms of funding investment in marketing…R30;the growth of Retail Media will limit Aldi and Lidl’s development due to their limited number of supplier brands and resultant First Party Data vs what traditional retailers can gain from the generation and sale of good quality data.

[unastubbs] 28/3/2024 06:27

The Times

Investors looking to pile their baskets high could do worse than consider shopping for Sainsbury’s, analysts at UBS have decided. The Swiss bank upgraded the supermarket to “buy” after concluding it was cheaper than Tesco. UBS said that Sainsbury’s had been consistently increasing its prices at a lower rate than its peers. Last month Sainsbury’s, which is Britain’s second-biggest supermarket with a 15.2 per cent market share, set a new cost savings target of £1 billion over the next three years. Sainsbury’s believes this will boost returns for its shareholders and UBS is in agreement, as the bank lifted its earnings forecast for the supermarket. Sainsbury’s pledged to shareholders that investments in technology and automation would improve its efficiency. UBS believes this will drive an increase in profit margins and thinks the supermarket will report underlying profits ahead of market consensus in its annual results. Analysts at UBS said the market had not taken into account the cash returns produced by Sainsbury’s and its margin recovery over the past few years. The bullish note boosted shares in the supermarket, which ended the day up 9½p, or 3.6 per cent, to 272p

[pirates4] 27/3/2024 17:16

Tomorrow another 10 points upwards.

[pirates4] 27/3/2024 15:30

Good Times ahead here, charging points for electric cars, carbon zero by2035, automated stock, greener vehicles, etc

[havinthelasttoast] 27/3/2024 09:56

Funny how instant reply before and now rádio silence.

Right I’m off Logan. Get into Sainsbury’s and dump that over priced dog tesco.

[havinthelasttoast] 27/3/2024 09:39

Kantar quoted above

Happy to retract the taking market share from tesco and rephrase to taking market share better than tesco.

The underlying business is so much stronger which you will see in the price action over the next year. But why because you are a tesco holder do you come to Sainsbury’s to slate. Hopefully you lose a bucket full on that dog. It’s been a real dog the last ten years. Are you a bag holder hehe

It’s all about timing and Sainsbury’s has the momentum.

Tesco woof woof, details aren’t your strong point Logan, lovya x

[loganair] 27/3/2024 09:39

I'm just using Kantar grocery market share figures, comparing their latest, with last years for Tesco and January's this years for Sainsbury's.