Sainsbury (j) Share Discussion Threads

[smurfy2001] 01/7/2022 16:30

Tuesday 5 July J Sainsbury PLC Q1 Results

[loganair] 01/7/2022 09:38

I can easily see by 2025 Sainsbury market share being reduced to 13.5%/14% and Asda down to 12.5%/13%, Morrison being as low as 8.5% while Aldi increasing to circa 12% and Lidl around 9% over taking Morrison to become the UKs fifth largest supermarket.

[loganair] 30/6/2022 23:42

In the last five months, Aldi's market share has grown by 1.2 percentage points, compared with a 0.3pp reduction for Morrisons which means Aldi could over take Morrisons as fourth largest supermarket by early 2023. Traditionally in European grocery retail markets, discounters share around 20% of the market, McKevitt said, indicating there is still around 5% to be grabbed by Aldi and Lidl in the future. This would mean in a few more years they would threaten third-placed Asda, which currently has a 13.7% market share, as well as eating away at the 14.9% of J Sainsbury in second place.

[blueball] 30/6/2022 15:33

Would you like a rat with your croussant.

[debsdowner] 30/6/2022 15:28

SAINSBURYS shares on a 2 year low anyone who went for the dividend is now worse off if they held.

[loganair] 30/6/2022 09:20

t3 - I disagree, my experience is often items are cheaper in Boots then they are in either Superdrug or Tesco. Often the most expensive is the Pound shop for the likes of Dove, cotton buds etc. My 2 local Boots stores are very well run and not at all outdated.

[tim 3] 30/6/2022 09:11

Agree Boots are outdated now too big and they have an earned reputation for being expensive. Many stores are poorly run too.

[plat hunter] 29/6/2022 17:31

You'd have to be mental to buy Boot's... Huge floor space liabilities stacked to shoulder height with small, low margin reseller items that attract VAT and inventory intensive. They're just not competitive enough.

[loganair] 29/6/2022 17:26

Walgreen are too late to the party.

[pjleeds] 29/6/2022 17:00

Walgreen cant sell Boots, nobody can raise the cash.

[loganair] 29/6/2022 16:20

The Morrison share holders where paid top dollar for their shares and they still bemoaned they should have got another 40p or so for each of their shares.

[muffinhead] 29/6/2022 15:27

I mean to say I cried like a baby when Morrisons was taken over! Not to matter. You can still buy Sainsburys shares at the same price as on Black Monday, October 1987 and collect dividends Morrisons bid is only the beginning – the entire sector is now in play hTtps://archive.ph/UdHQe

[muffinhead] 29/6/2022 15:21

Could be right log Morrisons & Asda shoot up prices compared to Big 4 rivals hTtps://www.grocerygazette.co.uk/2022/01/31/morrisons-asda-shoot-up-prices-compared-to-big-4-rivals/ Inflation combined with debt leverage and rising interest rates leave nowhere to hide for private equity owned ASDA and Morrisons.

[loganair] 29/6/2022 14:22

I can see by as early as the end of this year Aldi will over take Morrison to become the UKs 4th largest supermarket.

[philanderer] 29/6/2022 14:17

Morrisons second quarter sales drop 6.4% Cost of living ‘inflationary pressure’ and ‘subdued consumer sentiment’ hit supermarket HTTPS://www.standard.co.uk/business/morrisons-second-quarter-sales-drop-6-4-as-cost-of-living-crisis-tightens-grip-b1009140.html

[loganair] 29/6/2022 12:01

If one also includes groceries shrinking in size or putting in less of the more expensive ingredients it seems to me food inflation is running at, at least 20%.

[smurfy2001] 29/6/2022 11:55

l mean Aldi are not immune to inflation...

[loganair] 29/6/2022 11:55

What I've noticed in Tesco's many prices are up between 20% and 50%, one or two have even doubled in price while groceries that have not gone up have shrunk in size or putting in less of the more expensive ingredients.

[muffinhead] 29/6/2022 11:50

How have the cost of goods risen at YOUR supermarket? Shopping data reveals average price of items at Iceland has shot up 11% in a year, Aldi by 9.6% and Sainsbury's by 1.1% hTtps://www.dailymail.co.uk/news/article-10832453/Cost-living-Supermarket-price-tracking-data-reveals-items-shot-amid-inflation-fears.html Interesting that Aldi is now aggresively putting up prices which will help Tescos and Sainsbury's "Aldi price match" promotions Sainsbury's sells 14281 products Tescos sells 12626 products Morrisons sells 12484 products Aldi sells just 2204 produts so lots of scope for price matching

[spob] 28/6/2022 22:56

Https://www.theguardian.com/business/2022/jun/28/uk-supermarket-customers-buying-less-stocking-up-on-frozen-food

[blackhorse23] 27/6/2022 16:20

Sold & bought MCB ( LSE) ,

[loganair] 26/6/2022 19:49

Why is Sainsbury stagnating at best is an easy question to answer... Because successive directors love the money their position brings rather than a love for the business - they also have very little Intelligence, integrity or are dedicated to Sainsbury.

[pjleeds] 26/6/2022 19:44

How much does the heat cost

[spob] 26/6/2022 13:38

Now they will spend 50% on energy bills and petrol for their cars Food may have been 10% last year but not anymore For the average that is probably back to near 30% again I am seeing most things in Sainsbury's up by 20 to 30% in the last year