Sainsbury’s is to cut around 1,500 roles as it starts to unroll its plan to save around £1 billion of costs. The grocer flagged its cost savings target in a strategy update on 7 February without giving any details, but today said the cuts would be at its contact centre in Widnes, in-store bakeries and local fulfilment centres. “As we move into the next phase of our strategy, we are making some difficult, but necessary decisions,” chief executive Simon Roberts said. “I know today’s news is unsettling for aff ...

公司新战略发布 - Sainsbury PLC股价在新战略发布后下跌5%[1] - 公司计划在三年内削减10亿英镑成本，同时增加食品销量[2] - 公司计划改变Nectar卡的运营方式，将其扩展到更多数字平台和支付解决方案[4] 公司挑战与变化 - 公司面临实现目标的挑战，需要投入资金，市场通常不喜欢这种情况[3] - Nectar卡一直是公司的未充分利用资产，直到最近才开始复苏[5] - 公司管理层无法排除裁员的可能性，市场对裁员持支持态度，但股价仍在下跌[6] - 公司拒绝提供关于这些变化影响的更新[7] 公司投资与员工福利 - 公司将投资于技术以实现效率，有助于实现削减成本的目标[8] - 公司发言人表示，公司始终将关注员工福利作为重要优先事项，最近投资2亿英镑提供行业领先的工资涨幅[9]

J Sainsbury PLC (LSE:SBRY) launched a new three-year strategy focusing on improving its food volumes while managing costs effectively, while shareholder returns remains a key area. Under the new three-year plan, the UK’s second-largest supermarket is aiming to grow food volumes ahead of the market, improve customer satisfaction and implement £1 billion in cost savings. A strong balance sheet means Sainsbury’s will increase its reinvestment into the company, but also allows for greater shareholder returns. £ ...

Sainsbury的现金计划 - 投资者将关注Sainsbury的现金计划和如何利用其强劲资产负债表[1] 首席执行官Simon Roberts的计划 - 预计首席执行官Simon Roberts将概述2024年4月至2027年3月期间的广泛计划[2] Sainsbury的战略重点 - 在Roberts的领导下，Sainsbury一直专注于其“食品优先”战略、提供品牌、节省以投资计划，并通过这项工作发展了非常强大的资产负债表[3]

摩根士丹利对零售业的看法 - 摩根士丹利将乐购公司列为欧洲零售业的首选[1] - 预计零售商将受益于量导向的营收增长，市场过度担心通货紧缩[2] - 预计2024年第二季度起，销量/产品组合将转为正增长，2025年年增长率为2.5%[3] 英国零售商业绩展望 - 摩根士丹利预计英国最大食品零售商的现金支付将在年度业绩中增加，并提高了每股收益预期[4] - 将Sainsbury的评级从“低于市场平均”调升至“市场平均”，预测杂货业务的利润前景改善，以及在CMD上推出回购计划[5] 零售公司评级调整 - 将Primark母公司AB Foods的评级从“超过市场平均”调降至“市场平均”，认为“利润回收叙事已经结束，而销量增长存在风险”[6] - 将Kingfisher的评级从“市场平均”调降至“低于市场平均”，预计英国/法国/波兰的DIY趋势在未来12个月仍将具有挑战性[6]

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Both Marks and Spencer Group PLC (LSE:MKS) and J Sainsbury PLC (LSE:SBRY) have announced a new round of price cuts as they look to win back market share from discounters Aldi and Lidl. Sainsbury’s brought the total items part of its Aldi price match to over 550 this month, while almost 6,000 products can now be bought cheaper with Nectar points. This means the UK’s second-largest supermarket invested £220 million into lowering prices over the financial year and £780 million over the last three years. Produc ...

J Sainsbury PLC (LSE:SBRY) on Thursday said it was planning a phased withdrawal from its core banking business. The decision follows a review of its Financial Services division and comes ahead of the food retailer’s strategy update on February 7. Chief Executive Simon Roberts said: “"We have been clear since we launched our Food First strategy in 2020 that we would concentrate our efforts on our core retail businesses and today's announcement reflects that strategic focus.”  “It's business as usual for now ...

J Sainsbury PLC (LSE:SBRY) did a lot right in 2023 and when it came to reporting its Christmas figures it seemed like it was continuing in the right direction. Sales growth was strong due to strong grocery demand; its outlook for 2024 was reiterated; its ‘Food First’ strategy is coming along nicely; and it even picked three percentage points of market share along the way. So why have shares dropped more than 6%? Too much optimism It should be noted that this slip comes at a time when Sainsbury’s shares are ...

J Sainsbury PLC (LSE:SBRY) backed its full-year outlook despite reporting a slowdown in sales growth over Christmas. “We have outperformed the market every week of this financial year and delivered volume growth ahead of the market for a fourth consecutive Christmas,” the FTSE 100-listed firm said. The food retailer said said third quarter grocery sales rose 9.3% although this rate eased to 8.6% in the six weeks to January 6 with stronger volumes offsetting lower inflation. Total retail sales rose 6.5% in t ...