J Sainsbury Plc · LSE:SBRY
J Sainsbury — Q3 2024/25 Earnings Presentation
9 slides from J Sainsbury's earnings presentation, January 2025
Slide 1: Q3 Trading Statement 2024/25
Q3 Trading Statement 2024/25
Slide 2: Strong delivery of our winning Christmas plan
Strong delivery of our winning Christmas plan Standout Great value for Innovation Black Friday & operational customers at powering our Christmas sales delivery. Best ever Christmas boosted performance. growth offset by Christmas service 1 by Nectar Prices Leading Taste the challenging GM and availab
Slide 3: Retail sales growth by category
Retail sales growth by category Sainsbury’s sales growth Argos sales growth Grocery Sainsbury’s GM&C Total Sainsbury’s Argos exc. Fuel 4.1% 3.8% 3.4% 3.7% 3.8% 1.1% (0.1)% Q3 Q3 Christmas1 Q3 Christmas1 Q3 Christmas1 Christmas2 (1.4)% 1. Christmas – 6 weeks ending 4 January 2025 2. Christmas – 8 wee
Slide 4: Accelerating two-year grocery volume performance
Accelerating two-year grocery volume performance Two-year volume growth Two-year Grocery volume growth1 Two-year Grocery volume growth2 c.6% Sainsbury’s Tesco Total Market Q1 Q2 2023/24 2023/24 Q3 Q4 Q1 Q2 Q3 2023/24 2023/24 2024/25 2024/25 2024/25 Morrisons Asda 1. Internal data 2. Kantar Panel, To
Slide 5: Continued market share gains as more customers choose Sainsbury's for their main shop
Continued market share gains as more customers choose Sainsbury’s for their main shop Winning share at Christmas for the fifth More customers doing their big basket shopping consecutive year1 at Sainsbury’s Main shop mission volume growth2 13.0% 12.5% Sainsbury’s Tesco Morrisons Total Market 12.0% 2
Slide 6: Our winning combination is delivering
Our winning combination is delivering Quality customer Supermarket overall satisfaction 2 YouGov value perception 3 satisfaction1 +3.4 ppt YoY Sainsbury’s Morrisons Tesco Asda Aldi Lidl Sainsbury’s Tesco Asda Morrisons Q3 23/24 Q3 24/25 Outstanding Leading customer Improved value quality service per
Slide 7: Strong Taste the Difference growth at Christmas
Strong Taste the Difference growth at Christmas Outperforming the market and key competitors >50% >300 in Premium Own Label growth1 +16% Christmas baskets Taste the Taste the Difference Growth2 contained Difference products Taste the launched in Q3 25% Difference3 20% 15% 10% 5% 0% -5% -10% -15% Sai
Slide 8: Strong Argos Black Friday against challenging market backdrop
Strong Argos Black Friday against More Argos, more often challenging market backdrop Argos Quarterly sales performance Argos Online Traffic, YoY growth % 10% 5% 0% -5% -10% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2023/24 2024/25 2023/24 2024/25 Argos weekly sales YoY growth, Q3 24/25 Black Friday
Slide 9: Next Level Sainsbury's
Next Level Sainsbury’s We make good food joyful, accessible and affordable for everyone, every day First choice Loyalty More Argos, Save and for food everyone more often invest loves to win Attract many more people Build a world-leading Unleash and transform Save £1 billion and to choose Sainsbury’s