Sainsbury (j) Share Discussion Threads

[loganair] 21/8/2020 08:29

Two of Britain's top retail bosses are being lined up to front rival £6.5bn bids for the supermarket chain Asda.

Sky News has learnt that Rob Templeman, a former Debenhams chief executive, is working with Apollo Global Management on its interest in the UK's third-largest grocery retailer.

Lone Star Funds, another private equity bidder, has enlisted Paul Mason, who served as Asda's chief executive 20 years ago, to lead its offer, according to insiders.

[muffinhead] 19/8/2020 13:53

Diners claim Sunak discounts on 35m meals

Meal voucher scheme cost £180m in first fortnight, with seated diners up 27pc over six days in operation

Helping consumer confidence but less calories to source from the supermarket




and Sainsburys has failed to reopen it's supermarket restaurant/cafes... useless management

[muffinhead] 19/8/2020 13:19

Amazon Prime Uk benefits


Tesco Clubcard Plus benefits



For me the Amazon offer is best. I order a lot on Amazon and I use Prime movies. I also got my Amazon Prime membership free by subscribing to the Telegraph online... no brainer!

If you spend £100 shop with Sainsburys you get free delivery. As a Tesco Clubcard Plus member, you get 10% off and free delivery.


The majority of supermarket shops come to less than £100. Amazon has 15 million Uk Prime members... a very big percentage of the ADULT population with a well known and trusted delivery offer.

Online sales is going to be a backbreaker.

[unastubbs] 19/8/2020 12:45

sainsburys already has free delivery for orders over £100. not a very large amount.

[muffinhead] 19/8/2020 12:18

Yep... Sainsburys will have to match free delivery without the benefit packages of Amazon Prime or Tesco Clubcard

[tim 3] 15/8/2020 23:37

Good grief as if online was not costly enough as it is!

[muffinhead] 15/8/2020 23:33

Tesco lines up free delivery to fight threat from Amazon

[s34icknote] 12/8/2020 19:44

Bought in at 190pLooks solid Good late trades each daySales could be up 20 percent with every one at home .Just case of how many new customers they can keep .Argos must be doing wellLet's get debt down and finance costs down !!Div back next year Sicknote

[unastubbs] 06/8/2020 09:08

How will Amazon disrupt the UK grocery market?

www.ig.com/uk/news-and-trade-ideas/how-will-amazon-disrupt-the-uk-grocery-market-what-will-it-mean--200805

i'm holding sainsburys shares because i see them as a possible takeover target at £5 somewhere in the next 5-10 years. to my mind much of what is written in the article feeds in to this theory though it does not even mention sainsburys. i strongly believe that amazon will take a very hard look at sainsburys with a view to combining both firms retail and e-commerce know how and rebranding argos to amazon, selling directly from store. watch this space...

[buywell3] 04/8/2020 08:53

Who would now want to work in a supermarket or shop

Customer facing hundreds of unknown faces every couple of hours

Probably 1000 in a 8hr shift

Are there chances any higher of acquiring Covid-19 from someone who does not work in such an environment ??

[spob] 01/8/2020 08:17

Don't need support to tell employees they must wear a mask or get a job some where else

Don't need support to stop customers without a mask entering the shop

No mask - no eat - simple

[tim 3] 31/7/2020 22:12

Be interesting to see if companies get support from the police enforcing the law.

[buywell3] 31/7/2020 20:57

UK stop easing of the Lockdown was a given IMO

A second wave is now happening

[loganair] 31/7/2020 19:03

Walmart seems eager to divest its Asda unit sooner rather than later. According to a report from Bloomberg, citing "people familiar with the matter," it was estimated that the bidding process could result in a sale topping $8.6 billion.

Asda could fetch around US$10 billion in any sale, according to the people, who asked not to be identified because the information is private.


This price tag seems absolutely ridiculous to me, Walmart are valuing Asda 55% to 80% higher than Sainsburys while Asda also has lower market share and lower profits compared to Sainsbury's and also has no convenience stores.

What I see happening is a Private Equity firm taking a 70% share in Asda, completely asset strips it and loads Asda up with debt then with Walmart putting a loaded with debt Asda back on the on the stock market for the retail private investor to be completely duped.

[debsdowner] 31/7/2020 16:59

Bearish trend established again.

[debsdowner] 31/7/2020 16:59

Bearish trend established again.

[spob] 31/7/2020 12:43

Be interesting to see which companies bother to follow that law

[spob] 31/7/2020 12:41

Masks mandatory by law in all public indoor settings from 8 August

Just announced

[unastubbs] 30/7/2020 17:00

buywell - which shares are you long on?

[unastubbs] 30/7/2020 07:21

they're going to make a decision in october. for now the phrase they use is that the decision is 'deferred'. i'm pretty disappointed abt the situation. if profits are flat versus last year then i would have expected them to be able to pay a dividend roughly equivalent to last year. i'm an income investor so i'ts pretty important to me.

[muffinhead] 29/7/2020 12:26

Morrisons corporate news 11 May 2020


Morrisons and Amazon announce expansion of Prime Now grocery delivery service across London and most major UK cities

[muffinhead] 29/7/2020 12:19

You may be having difficulty finding the website

Morrisons on Amazon



This article from May gives a walk through of the service


It is clear that Morrisons will be a key supplier for Amazon

[tim 3] 27/7/2020 23:03

When ever I look they are mostly more expensive than sainsburys!