J Sainsbury Plc · LSE:SBRY
J Sainsbury — J Sainsbury Plc Ord — Q3 2026 Earnings Presentation
8 slides from J Sainsbury's earnings presentation, Jan 9, 2026
Slide 1: Co} NN =~ de) N © N
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Slide 2: Invested to deliver the best experience for customers this Christmas
Invested to deliver the best experience for customers this Christmas January 2026 Q3 Trading Statement 2025/26
Slide 3: Significant market share gains
Sainsbury's Significant market share gains Consistently winning volume market share’ Net switching gains strengthening sequentially’ 13.2% 13.0% 12.8% 12.6% 12.4% 12.2% 12.0% Q3 21/22 Q322/23 Q323/24 Q324/25 Q325/26 Q1 25/26 Q2 25/26 Q3 25/26 1 Worldpanel by Numerator Panel (Kantar), Total Fresh & G
Slide 4: Q3 Retail sales growth by category
Q3 Retail sales growth by category Sainsbury's sales growth’ 49% Total Sainsbury’s Grocery General Merchandise & Clothing 1. Excl. Fuel, excl. VAT 2. Excl. VAT JSainsbury ple January 2026 Argos sales growth’ Argos Sainsbury's Total Retail sales growth’ Excl. Fuel (|) 7)\77 Inc. Fuel sales sales grow
Slide 5: Consistent value proposition driving higher loyalty and big trolley shops
Consistent value proposition driving higher loyalty and big trolley shops Growing basket size in a declining market’ nectar prices Sainsbury's Sainsbury’s Waitrose |_| | | Lidl M&S nectar Morrisons Tesco prices 1. Worldpanel by Numerator Panel (Kantar), Total FMCG (exc. Kiosk and Tobacco), Growth in
Slide 6: Our Fresh food quality and innovation set us apart
Sainsbury's Our Fresh food quality and innovation set us apart Fastest growing Premium Own Label in the market’ 20% 15% 10% 5% Taste the Difference : on Fresh sales 4 Sainsbury’s Lidl Tesco Morrisons Aldi M&S Waitrose Asda 1 Worldpanel by Numerator Panel (Kantar), Total Fresh & Grocery exc. Kiosk, P
Slide 7: Argos: Volume growth in a subdued market
Sainsbury's Argos: Volume growth in a subdued market Q3 volume growth offset by lower average selling price EEE Volume MENMASP —O=Sales growth Cautious consumer environment — highly promotional Tight stock discipline delivered clean exit Improved brand perceptions’ (1.0)% +33% increase in app visito
Slide 8: Balanced choices driving strong momentum
Balanced choices driving strong momentum Leading on Scaling our Investing in Structural cost quality and personalisation technology and innovation capabilities and automation store digitisation reduction and productivity improvement January 2026 Q3 Trading Statement 2025/26