Sainsbury (j) Share Discussion Threads

[loganair] 05/6/2025 20:33:08

Aldi overtakes Asda as UK’s third biggest food and drinks retailer:


In the 12 weeks to 23 March, Aldi had a 10.6% share of all food and drinks sales across UK supermarkets, according to the data published by The Telegraph, with Asda claiming a 10.4% share over the same period.

Marketing Week contacted Kantar, which was unable to share the data in question. The food and drink specific figures are distributed privately to supermarkets and not published externally by Kantar.

Aldi lags slightly behind Asda in terms of overall grocery sales, which spans categories including toiletries, alcohol, household and healthcare products, as well as food and drink.

[loganair] 05/6/2025 20:11:45

This will really make Aldi a force to be reckoned with - The Albrecht and Heister families – who own Aldi Nord and Aldi Süd, respectively – are reportedly discussing a merger of the two branches of the Aldi empire.

While a full merger by the end of 2025 is unlikely, initial integration could begin with IT and software operations, to leverage synergies. Subsidiaries would initially remain unaffected.

The plan also includes the potential for aligning international strategies over time.



Aldi Nord and Aldi Süd combined global turnover is circa €120bln.

[loganair] 05/6/2025 20:06:59

Another blow for Asda...

Morrisons poaches Asda online trading director - Asda online trading director Emma Pacey has joined Morrisons as its new trading director for general merchandise.

The executive served at Asda for almost 20 years under various roles including senior director ecommerce transformation and senior director retail operations.

[philanderer] 05/6/2025 17:37:53

Citigroup raises J Sainsbury price target to 300 (270) pence - 'neutral'

[dondee] 05/6/2025 09:21:37

should go up nicely from here, now it is ex d.

[tburns] 05/6/2025 08:23:45

Ex Dividend 10p drop

[dondee] 03/6/2025 14:57:27

Ex Dividend day on Thursday 5/6/2025.
Dividend of 9.7pence per share to be paid out on 11/7/2025.

So you have only just over an hour and a half today and 8 hours of trading time tomorrow to buy these shares and get this rather good payment per share.

[dondee] 03/6/2025 14:56:07

Ex Dividend day on Thursday 5/6/2025.
Dividend of 9.7pence per share to be paid out on 11/7/2025.

So you have only just over an hour and a half today and 8 hours of trading time tomorrow to buy these shares and get this rather good payment per share.

[dondee] 03/6/2025 14:54:53

Ex Dividend day on Thursday 5/6/2025.
Dividend of 9.7pence per share to be paid out on 11/7/2025.

So you have only just over an hour and a half today and 8 hours of trading time tomorrow to buy these shares and get this rather good payment per share.

[dondee] 03/6/2025 14:54:43

Ex Dividend day on Thursday 5/6/2025.
Dividend of 9.7pence per share to be paid out on 11/7/2025.

So you have only just over an hour and a half today and 8 hours of trading time tomorrow to buy these shares and get this rather good payment per share.

[spob] 02/6/2025 16:35:45

.
CEO takes £5 million for fantasy underlying profits

Suck it up muppet shareholders

[loganair] 02/6/2025 15:28:25

Despite public reassurances from Mohsin Issa, Asda faces growing scrutiny as sales continue to decline and shoppers turn to rival retailers amid economic pressure.

The 4.2% fall is more than just a blip. It marks a continuation of slipping momentum for Asda, which once held a solid position among the UK's 'big four' supermarkets. Issa told reporters he doesn't expect to see growth before the year's end at the earliest, despite pouring investment into store improvements, technology upgrades, and customer incentives.

Since taking the reins in 2021, the Issa brothers have embarked on an ambitious overhaul. That's included integrating convenience sites from EG Group, reshaping logistics, and digitising the customer journey.

The strategy appears sound on paper, but it hasn't translated into growing footfall or basket size. Part of the challenge is that Asda is squeezed from all sides, Tesco and Sainsbury's are scaling up loyalty and pricing offers, while Aldi and Lidl continue to pull value-conscious shoppers away from traditional chains.

The cost-of-living crisis hasn't let up. While inflation is no longer at its peak, many households remain cautious about spending. Families have changed how and where they shop, trading branded items for own-label and frequenting discounters more often.

That shift has hit Asda especially hard. For decades, it prided itself on being the go-to for low prices. But in recent years, it's been outpaced by budget rivals on both price and simplicity. Asda's new digital tools and reward schemes may help but only if customers see and feel the benefits on the shop floor.

Retail expert Sophie Lund-Yates commented that 'shoppers will judge by what's in their baskets, not what's on a strategy slide.' The brand may need more than an app to shift consumer perception.

Despite the dip, Asda's leadership continues to talk in terms of transformation, not panic. They're banking on long-term wins from their investment in apps, systems and store formats. The question is whether patience among investors, and perhaps even customers, will hold.

Mohsin Issa insists this is a journey and he may well be right. But with each quarter of falling sales, confidence is harder to preserve. The public may not follow boardroom strategy updates, but they certainly notice empty aisles or higher bills.

Whether optimism will be enough to carry them through remains to be seen. What's clear is that slogans won't save a supermarket, but steady delivery might.

[loganair] 02/6/2025 11:16:42

Inflation’s return is good news for discounters and own label - The start of the new financial year has brought an immediate uptick in inflation, with prices rising 4.1% last month.

[loganair] 30/5/2025 19:13:08

Citi analysts see no incremental risk to Tesco or J Sainsbury from Asda’s recent performance, despite challenging quarterly results.

Asda reported a 5.9% decline in first-quarter sales (excluding fuel) to £5.0 billion, with like-for-like sales falling 4.5% or 3.1% when adjusted for Easter timing. This followed a 4.2% drop in the previous quarter.

However, Asda’s net debt to EBITDA ratio increased significantly, reaching 3.4 times compared to 2.9 times at the end of the previous quarter, reflecting ongoing investment in pricing strategies. EBITDA fell sharply by 35.7% year-on-year to £164 million, impacted by substantial price cuts.

[loganair] 30/5/2025 19:10:33

Commenting on the results, Eleanor Simpson-Gould, a retail analyst at GlobalData, stated that Asda’s performance in the first quarter was “particularly alarming, given that the grocery market grew 1.4% in the first months of 2025”.

She added: “While the grocer commends improved product availability and independent price comparison reviews, the finish line for Asda’s recovery remains distant.”

Eleanor Simpson-Gould praised the group’s non-food success but noted that this cannot offset the urgent need for Asda to revitalise its food strategy. “If Asda fails to address its core brand identity issues, it risks becoming increasingly irrelevant in a rapidly changing UK grocery market,” she said.

[loganair] 30/5/2025 19:07:40

Aldi UK boss Giles Hurley has dismissed what he described as a “phoney” price war launched by rival Asda.

The supermarket chief executive said that the discounter had seen little evidence of increased competition and aggressive new pricing from Asda.

Asda’s chairman Allan Leighton pledged to make the chain the UK’s cheapest supermarket at the start of the year, which led to Tesco and Sainsbury’s both warning of a potential hit to profits to defend its competitive position.

“I’d probably be pretty dismissive and describe it as a phoney war. We’re not seeing particularly aggressive moves from competition,” Hurley said.

Kantar’s monthly market update at the start of the week, covering overall grocery revenues, including household, show Aldi is also fast approaching Asda.

[nick rubens] 29/5/2025 10:14:53

Asda losing mkt share pretty much reflects my own shopping habits. I've been increasingly buying more at Sainsbury over the last few years mostly due to the nectar app and favourable pricings, so I bought the shares again reasoning that many others will be following my own buying patterns. Still holding the shares, though note the recent slight pullback. 9.7p dividend on 5th June and the special dividend distribution still to come.

Shares still look decent value, just have to see how the economy does in the year or two ahead though I doubt the UK will be growing rapidly and more tax hikes are inevitable. The markets seem to be moving on expectation of more interest rate cuts.

[loganair] 28/5/2025 20:05:01

I still think if Sainsbury's wishes to have ago at another supermarket, Morrisons would be a better bet. With a combined market share of 23.5%, some 4.5% less then Tesco the CMA wouldn't really have anything to complain about.

[loganair] 28/5/2025 19:59:31

Asda’s share of the grocery market has fallen to a record low in a fresh setback for the struggling supermarket.

This means that Asda was once again the only supermarket to record a drop in sales in the 12 weeks. Even Marks & Spencer reported improved grocery sales despite suffering a major cyber attack.

Asda has struggled ever since it was bought by private equity firm TDR Capital and the Issa brothers in 2021, as the debt-fuelled £6.8bn takeover hindered attempts to keep up with lower-priced competitors.

The supermarket chain has also been left without a permanent chief executive when Roger Burnley stood down in August 2021.

Elsewhere, both Lidl and Aldi’s market share reached fresh highs, hitting 8.1pc and 11.1pc respectively.

Tesco also grew its share to 28pc, while Sainsbury’s slipped from 15.3pc to 15.1pc.

[loganair] 28/5/2025 19:55:31

And there is Tesco up 0.2% to 28%. I'm surprised the CMA hasn't stepped in to say Tesco's market share is far too high.

Asda has dropped 0.2% to 12.1%, Aldi up 0.1% to 11.1%, Morrison down 0.1% to 8.4% and Lidl up 0.1% to 8.1%.

As can been seen Morrison is now only 0.3% to becoming the UK's 5th largest supermarket.

Aldi Lidl combined market share is now 19.2%.

If Sainsbury's and Asda had merged would currently = 27.2%, 0.8% less then Tesco currently stands at.

[bountyhunter] 28/5/2025 18:57:58

"The next Sainsbury (J) plc dividend will go ex in 8 days for 9.7p and will be paid in 1 month."

Anyone would think it went XD today! Tesco barely moved.

[noble3r] 28/5/2025 18:40:43

Kantar announced SBRY market share has decreased for the 12 weeks leading up to May 25. It now stands at 15.1%.

Note - it's like for like sales increased by 4.7%

[philanderer] 28/5/2025 13:38:53

sp was getting a bit ahead of itself.

[laurence llewelyn binliner] 23/5/2025 23:23:45

Buybacks have restrictions too, the broker doing it can only buy a % of the daily volume, and pay a max of 105% of the average price too, so they cannot hoover up millions at the cheapest prices..

It is well regulated..

[stolenscone] 23/5/2025 22:34:42

"Why not take as many shares out of the market at the lowest price"
1. Buying large volumes quickly will ramp the price quickly, which is a self fulfilling argument against your point.

2. When they were buying, they had no certainty that the price was going to rise.

3. You have no certainty that the price is not going to fall again.

Any well executed share buyback will drip feed purchases into the market when the price is under value, and stop when it's not. Seems self evident to me.