Sainsbury (j) Share Discussion Threads

[loganair] 13/12/2024 11:07

Typical company share buy back programme....buy shares when the price is high, instead of when the share price was under 200p, which was not so long ago.

[tburns] 13/12/2024 09:39

They are buying back 1.5M on average now compared to just 1M when the buy back started. Can't understand why they didn't buy as many as they could when the price was 35p lower!

[philanderer] 13/12/2024 00:05

Yes, just overtaken TSCO by value in my portfolio. Good day.

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'Sainsbury's opens first ever airport store at Edinburgh Airport'

[tburns] 12/12/2024 14:26

We'll be back very close to £3 at this rate before Xmas.

[tburns] 12/12/2024 11:24

I don't think van delivery really grows your market share, the shops themselves do that. It is just that you pretty much have to have it if you are competing with Tesco, Sainsburys, M&S, ASDA, Iceland and Morrisons otherwise it is a reason to go elsewhere.

[loganair] 11/12/2024 19:58

Asda continues to struggle...


Asda was the only major supermarket in the UK to see its sales decline in the lead up the crucial Christmas trading period.

Data from NIQ shows the grocer’s market share slipped 1.1 percentage points to 12.1% as sales fell 4.2% in the 12 weeks to 30 November.


As for M&S...

M&S has entered the busy trading period on a high after sales jumped 10.6%. Its market share rose 0.2 percentage points to 3.7%.


While Lidl saw its sales grow by 11.6%.

[philanderer] 11/12/2024 14:52

Questor 'buy' in The Telegraph


'This supermarket is set for growth as cost of living crisis becomes distant memory'

Sound fundamentals and improving operating conditions boost its investment appeal

[pirates4] 11/12/2024 12:00

The Company intends to cancel these Shares. So in theory, the share price should rise.

[tburns] 10/12/2024 13:23

Ever since they announced the 50M share buyback it has increased 2-3p+ a day pretty much. Can't beat a bit of reverse dilution!

[loganair] 06/12/2024 16:45

The UK supermarket industry is set for significant changes in 2025, driven by evolving consumer expectations, technology advancements, and economic shifts. Leading retailers like Tesco, Asda, Sainsbury’s, Morrisons, Marks & Spencer (M&S), Waitrose, Aldi, and Lidl are adapting to maintain their market share. Here’s what to expect for the future of UK supermarkets.


Sainsbury’s: Balancing Premium and Affordable Options:

Sainsbury’s will focus on blending premium offerings with affordability. Key strategies include upgrading the Nectar loyalty programme, continue integrating Argos into hybrid stores, and expanding plant-based food ranges to meet growing demand for vegan and vegetarian products.

Tesco: Leading with Innovation and Loyalty:

Tesco will strengthen its position as the UK’s largest supermarket by leveraging its digital and physical presence. Tesco is expected to expand its online grocery services, enhance its Clubcard loyalty programme with AI-driven discounts, and focus on sustainability goals, including reducing food waste and adopting carbon-neutral practices.

Asda: Competing with Discount Retailers:

Asda will continue to focus on providing value to price-conscious shoppers. Its strategy includes competitive pricing to challenge Aldi and Lidl, expanding convenience stores in urban areas, and introducing more plastic-free packaging to align with eco-friendly trends.

Morrisons: Promoting Local Sourcing:

Morrisons’ unique advantage lies in its vertical integration and direct sourcing capabilities. In 2025, the supermarket will continue to focus on promoting locally sourced food, expanding its online presence through Amazon partnerships, and maintaining competitive pricing to appeal to cost-conscious shoppers.

Marks & Spencer (M&S): Expanding Online Grocery Market:

M&S will build on its success in the premium food segment. With its partnership with Ocado, M&S aims to dominate the online grocery market, while focusing on healthier food options and reaching key sustainability milestones like reducing plastic use and carbon emissions.

Aldi and Lidl: Disrupting the Market:

Aldi and Lidl will continue to grow aggressively, capturing more market share by opening new stores and expanding their private label product ranges. Both retailers will focus on providing premium-quality goods at affordable prices, while investing in sustainability initiatives such as refillable packaging and carbon reduction programmes.


Future Outlook:

In 2025, UK supermarkets will focus on combining technology-driven convenience, eco-conscious practices, and value-driven pricing to meet changing shopper demands. Major players like Tesco, Asda, Sainsbury’s, and Aldi will continue to adapt to maintain their competitive edge, offering customers a more personalised and sustainable shopping experience.

[loganair] 04/12/2024 15:47

Asda is still really struggling under its massive debt pile:


Asda is selling a key essential for almost 20% more than nearly every other supermarket is the most expensive for the tenth week running.

But Asda is refusing to lower prices, which means it's spending the tenth consecutive week as the most expensive supermarket in our weekly comparison, which tracks essentials at the six main supermarkets.

[bedford1976] 01/12/2024 19:59

I'm thinking of investing here but does anyone know how they are getting on with equal pay litigation. How big could Sainsbury's liability be ???

[philanderer] 28/11/2024 14:27

JPMorgan raises Sainsbury's to 'overweight' (underweight) - price target 310 (304) pence and places it on 'positive catalyst watch'

[loganair] 28/11/2024 11:20

Again and again shows a real need for a manual back up...


Morrisons has been suffering from a lack of fresh produce, including fruit, vegetables and meat, after the software it uses to manage its warehouses was targeted by hackers.

The supermarket has been suffering from a lack of fresh produce, including fruit, vegetables and meat. It comes after the software it uses to manage its warehouses, run by Blue Yonder, was targeted by hackers last week.

Morrisons has not revealed exactly how many supermarkets are experiencing stock shortages, but comments on social media appear to suggest the issue is nationwide.

[tburns] 28/11/2024 10:13

Timing on the drop was good for staff at Sainoes who take up the 3 year sharesave options. March 2025 option just offered out at 200p, plus uplift.

[bountyhunter] 28/11/2024 10:02

I knew it was one of the Labour cronies ;-)

[801710245] 28/11/2024 07:46

I think that may have been Gordon Brown - others say it's an 'urban myth'.

[bountyhunter] 27/11/2024 09:50

Who was it who left a note in the treasury saying that there was no money left?

[loganair] 27/11/2024 09:35

No Labour government has ever left office with unemployment lower then when they began.

[laurence llewelyn binliner] 27/11/2024 08:55

How she has the front to even try to defend the NICS rise is beyond me, when a 100 business leaders have written to her explaining that with the minimum wage rise on top of it will lead to job cuts, cancellation of any expansion plans and rising prices further fuelling inflation, just as mortgage rates head higher again due to the gilt rates spiking on the unfunded spending spree budget.. :o(

Labour - tax/borrow/spend, crash and repeat..

[bountyhunter] 25/11/2024 22:00

That just goes to show how little thought she put into those changes!

[philanderer] 25/11/2024 14:23

Reeves eh !

'Reeves gives tax boost to Aldi and Lidl in battle with British supermarkets'

UK retailers face higher business rates amid plans to tax larger stores more

Rachel Reeves’s business rates change stand to lower taxes for high street sellers and raise them for retailers with larger stores

The Chancellor is expected to hand Aldi and Lidl a tax advantage as the German discounters race to win more shoppers away from Britain’s biggest supermarkets.

[bountyhunter] 24/11/2024 10:05

Sainsbury’s ‘very attractive’ as latest buyback gets underway
Published: 11:52 22 Nov 2024 GMT