Sainsbury (j) Share Discussion Threads

[loganair] 29/11/2022 07:42

Stocks to avoid:

Tesco and Sainsbury’s - That’s because both supermarkets talk about investing hundreds of millions of pounds to keep prices lower than competitors. The lag from passing on higher food prices has meant that sales have not kept pace with inflation and margins have been hit.

Despite having a roughly one-third market-share of the UK market, Tesco has delivered an average return on capital employed of 8.5%. Over the same time period, the same measure of profitability for Sainsbury’s is even lower – 4.3%.

Share-price performance has been underwhelming and both companies trade on a prospective price/earnings (p/e) ratio of around ten. In order to secure a re-rating from the low p/e multiples, the supermarkets need to use their high market shares to pass on costs to households and start generating higher returns.

But that’s not happening at present. Competition looks as strong as ever, while trying to raise prices ahead of inflation may result in unwanted media and political attention.

[bountyhunter] 24/11/2022 09:09

Investor Chronicle earlier this month:



The strategy seems to have been working.

[tuftymatt] 22/11/2022 15:06

Still running my sell order at 224 so fingers crossed it plays out today.

Need to clear out a GIA for profit then re buy maybe under my / partners ISA wrapper.

[bountyhunter] 20/11/2022 21:54

Tesco and Sainsbury's warnings amid concern of egg shortages

[blackhorse23] 17/11/2022 14:39

Fascinating: currys records 56 online purchases per 1 minute last Black Friday https://www.retailtimes.co.uk/barclaycard-continues-to-see-increase-in-black-friday-transactions-as-currys-records-56-online-purchases-per-minute/

[blackhorse23] 16/11/2022 14:24

Bought some CURY (LSE) today , dividend news next month

[tuftymatt] 16/11/2022 13:13

Picked up a few today on the dip.

Had a sell order in at 224 recently but it wasn't hit so will add for the next upturn 🤞🏻

[unastubbs] 16/11/2022 13:01

sbry a hold in Tempus (The Times) today...

[georgeo1] 11/11/2022 14:18

Sharesave back on

[philanderer] 10/11/2022 14:52

Sainsbury's group CIO Phil Jordan has sold 100,000 @ 2.142p today.

He's retiring next march.

[dondee] 10/11/2022 10:56

So I just did.

[dondee] 10/11/2022 10:01

Big downer on going ex div and a larger drop than expected usually the amount of the dividend payment more or less.
So an opportunity to buy some.

[loganair] 10/11/2022 09:06

I've been watching some consumer programmes of the mid 1970's and very interesting they are...


Due to Britain joining the EEC and the Intervention Prices of the CAP (Common Agricultural Policy) of the EEC, over a 4 year period caused food inflation of circa 21% p.a. in Britain.

[1224saj] 10/11/2022 08:52

JPM has no credibility in the market. Probably trying to buy some stock for a mate

[bountyhunter] 09/11/2022 07:17

Good news for Sainsbury's.
Waitrose need to do a Sainsbury's price match :)

[philanderer] 09/11/2022 00:33

'Waitrose suffers a nightmare before Christmas as shoppers quit for rivals Sainsbury's and Marks & Spencer'

[dipa11] 07/11/2022 21:17

hTtps://www.britishbulls.com/m/SignalPage.aspx?lang=en&Ticker=SBRY.L

[blackhorse23] 07/11/2022 10:00

Black Friday sale on at CURY , lol https://www.eurogamer.net/early-currys-black-friday-deals-2022

[loganair] 06/11/2022 08:59

A very, very poor Half year report. On my scale of -5 to +5 I give these results at best a -3 1/2.

With grocery inflation officially running at circa 14% and revenues up only 4% = Sainsbury's are selling 10% less stuff.

With revenue expected to grow at 1.2% p.a. on average during the next 3 years = during each of the next 3 years Sainsbury's will be selling circa 10%+ less per year over this time.

This means in 2025 Sainsburys are saying they expect to be selling 40% less stuff then they did in 2021.

Profit margins are down by 1/3rd

[bountyhunter] 05/11/2022 20:14

Good publicity? :)

[bountyhunter] 05/11/2022 20:04

Great forecasts lol. I take some of these with a pinch of salt, especially JPM who are most likely accumulating!

[tim 3] 04/11/2022 00:43

Of course none of the drop is due to things they can control like the poor standards in many of its stores and gaps on the shelves areas where Tesco seems to be doing a lot better of late in my experience.