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[spob] 17/3/2020 07:59

and i wouldn't bother with Sainsburys online as an alternative right now

looking at the shelves in Sainsburys, I estimate you will be lucky to get 40% of what you order

[spob] 17/3/2020 07:57

yes goverment says avoid crowds pubs theatres etc

supermarkets are packed full of people

[games] 17/3/2020 00:15

I've posted this on the tsco bb, but applies to all.

I will just add here, that I have been in contact with some leading supermarkets, and some are on going. I also know staff in some. I have advised staff that I know are at quite a high risk to go on the sick, because it is clear to me that supermarkets are failing in their duty of care...I hope this changes fast.

.......

Supermarkets are going to end up with no staff.

Staff are getting fearful, staff sickness will rise just to get out of what they rightly perceive as a danger zone. The supermarkets have handled it badly, though not helped by the government and media. it is their own fault.

[tim 3] 16/3/2020 23:51

This is getting really ugly toilet paper is now almost impossible to get and the way people are buying other products is even more extreme than when they started with that.

From a shareholders point of view even if it means sales of those products will decrease in time, they also buy more of other items like short life bakery products while they are there.

[jgunnsm2] 16/3/2020 18:33

True but Sainsbury's have been able to sell without promotions and this crisis will instil the popularity of online grocery shopping something the discounters cannot compete with certainly at the moment.

[loganair] 16/3/2020 13:38

People have gone completely insane.

I popped into Tesco to do my normal shop, Monday mornings as always the least busy time of the week.

I have never seen it so full.

The weekly supply of UHT milk came out and was left on its wooden pallet, with in 5 minutes 90% of it was gone.

When the pasta ran out, people looked behind them what they could buy, with in 1 minute all the jelly had gone. Sweets and chocolates were also going fast.

Oranges are also selling quickly when lemons are better as lemon oil boosts the immune system why there is 'lemsip, etc. Lemon, green tea which also boosts the immune system and a multi vitamin tablet for the Vit 'C'.

People are acting like its the BBC Survivors series of the 1970's when 99% of the population died of the virus.

[nerdlinger] 16/3/2020 13:33

People will eat out & go out for a drink a lot less and need to have more groceries in. Other options for comfort spending or retail spending are diminishing. Some people might have less money coming in but they probably aren't sbry customers.

[spob] 16/3/2020 09:24

people are mostly buying extra long life stuff

when the extra demand dies away

you will then have the opposite effect

an extremely quiet period whilst everyone uses up all that long life product

because at the end of the day their actual daily usage of that long life product will hardly change at all


are you going to wipe your bum more often if you have 500 bog rolls in your cupboard

NO is the answer

[spob] 16/3/2020 09:17

then you have the added complication of the snowball effect

when people see empty shelves they panic and they buy more because they know that's exactly what everyone else is going to do

so demand grows higher and higher exponentially

as far as i can see, the only way to stop the snowball is to introduce food rationing

[spob] 16/3/2020 09:12

"Why are supermarkets down. U seen the empty shelves and queues. Profits will be high "


Profits can only be high if those shelves are filled up again

So the question is, can Sainsburys match the sudden demand or will the opportunity to make hay be missed

if your sales suddenly jump 30% or more across 1000 plus stores, i would guess that matching that sudden demand is almost impossible

even if you have the stock at hand you need 30% more labour to process it, at all levels throughout the distribution chain


suppliers
supplier to depot drivers
depot pickers
depot to store delivery drivers
store replenishment staff
store checkout staff
store online picking staff
store online van drivers

etc etc

[kickingking] 16/3/2020 08:34

What ftse down over 10% and you think supermarket won't go down. You should be grateful sainsbury hardly moved where tesco is down over 3%

[easwarareddy] 16/3/2020 08:24

Why are supermarkets down. U seen the empty shelves and queues. Profits will be high.

[loganair] 15/3/2020 15:34

Germany will close its borders with France, Austria and Switzerland from Monday, according to the German newspaper Bild.

Closing of the border was not only to contain the Covid-19 epidemic but also to prevent panic bulk purchases by foreigners which was apparently causing supply problems in areas around the borders.

[tim 3] 15/3/2020 00:03

The staff mat be young and survive it but they will still have to self isolate if they catch it or they will spread it to older customers!

[boystown] 14/3/2020 21:10

Most SBRY staff are "young" in overall CV threat terms.

I think we're quickly reaching a stage where many thousands of people will have CV and we'll all just have to cope whilst going on about our normal activities; i.e. where protection is impossible for most - and very difficult for older people and the illness is endemic like normal flu but more lethal. This is a great shame for older people, but I really can't see any realistic alternative barring a miracle.

In this scenario, SBRY stores will become essential service providers to an even greater degree than they already are and the group will do reasonably well as a result.

If the best could happen and things aren't as bad as feared or there's some miracle breakthrough, somehow, then SBRY will recover along with everything else to around 220p at least, imo.

[konradpuss] 14/3/2020 21:04

tim 3 Just get a bidet installed.

Simples!

[tim 3] 14/3/2020 20:43

I could actually see them shutting non essential departments like bakery and counters once staff start phoning in sick which WILL be a massive issue.

[neilyb675] 14/3/2020 15:36

I can tell you that at Sainburys the Click and Collect is absolutely thriving, and on-line groceries never busier. New customer to both C&C and on-line going through the roof.