J Sainsbury Plc · LSE:SBRY
J Sainsbury — Investor Day (June 2026)
20 slides from J Sainsbury's investor day presentation, June 2026
Slide 1: Healthy & Sustainable Diets Investor Deep Dive
Healthy & Sustainable Diets Investor Deep Dive Nilani Sritharan Hannah O’Reilly Ruth Cranston James Collins
Slide 2: 2021 – 2026 Health strategy learnings
Looking Back 2021 – 2026 Health strategy learnings Performance against our 2021 healthy sales target Setting the baseline 90 • 2021/22 baseline reflected COVID-19 Healthy & Better For You Tonnage (%) purchasing patterns 85 85 • Progress has then been influenced by 80 82.0 81.9 82.2 subsequent inflat
Slide 3: HFSS placement regulations have driven a 0.7% reduction in sales of in-scope products
Looking Back HFSS placement regulations have driven a 0.7% reduction in sales of in-scope products Reformulation within legislative Reformulation has driven more of the impact categories has played a critical role than product placement Table below shows % HFSS tonnage changes in exempt • Regulation
Slide 4: Demonstrating credible health progress: Healthier innovation & reformulation
Looking Back Demonstrating credible health progress: Healthier innovation & reformulation • Reformulation performance: Sugar tonnage reduction by 27% Latest innovation in the top 5 sugar contributing UK-first own-brand categories since 2015 1 Became the first juices and shots UK supermarket to use l
Slide 5: Demonstrating credible health progress: Value investment to make healthy choices more affordable
Looking Back Demonstrating credible health progress: Value investment to make healthy choices more affordable • Invested c.£1.3 billion in value over last 5 years • For last 3 years, at least 75% of our Aldi Price Match campaign products have been Healthy or Better For You choices • 4 years of marke
Slide 6: Demonstrating credible health progress: Rewards, incentives, nudging and gamification
Looking Back Demonstrating credible health progress: Utilising rewards, incentives, nudging and gamification Our newest interaction – Similar product Healthy Choice Challenge recommendations J Sainsbury plc June 2026 Healthy & Sustainable Diets Deep Dive 6
Slide 7: Demonstrating credible health progress: Support for low-income customers
Looking Back Demonstrating credible health progress: Support for low-income customers Healthy Start Top Up trial Purchasing habits compared with Eatwell Guide Fruit and veg purchases – c.13 more portions +7% -3% per basket 27% 24% 20% Proportion treat purchases Before trial 20% During trial for tran
Slide 8: The health landscape today
The health landscape today
Slide 9: The UK is facing a diet related disease epidemic
Looking Back Health Landscape The UK is facing a diet related disease epidemic Nearly 2/3 UK adults Top 6 mortality risk factors are overweight are diet related Problem likely to get worse 64% of adults in England were overweight or obese in 2022 1 UK Annual Deaths by Risk Factor, ‘000s (2023) 3 as
Slide 10: Increasing focus on health is impacting shopping habits
Looking Back Health Landscape Increasing focus on health is impacting shopping habits Health is increasingly important to … but customers say there are barriers to customers... eating healthily >75% of customers would like their diet to be healthier 1 Affordability c.65% of customers believe healthy
Slide 11: Mandatory reporting is essential to enable greater transparency of healthier sales relative to others
Looking Back Health Landscape Mandatory reporting is essential to enable greater transparency of healthier sales relative to others We’re the 2nd healthiest retailer in total food volume sales and have seen the biggest improvement YoY1 Raw NPM score 1.59 (Food tonnage only) Lower NPM score = 1.14 1.
Slide 12: Launching our Health Strategy to 2030
Launching our Health Strategy to 2030
Slide 13: Strengthening our health commitment to 2030
Looking Back Health Landscape 2030 Health Strategy Strengthening our health commitment to 2030 Going further to make healthy eating more accessible and affordable Growing Growing Growing fruit and healthier sales fibre sales vegetable sales Helping customers shift Making it easy, affordable Getting
Slide 14: Our work on protein diversification will continue
Looking Back Health Landscape 2030 Health Strategy Our work on protein diversification will continue Improve animal Committed to More sustainable Grow sales of healthy diversity continued protein split protein choices plant-rich choices of the basket disclosures Fish & Plant Livestock shellfish base
Slide 15: Our new health strategy is fully integrated within our plan to be First choice for food
Looking Back Health Landscape 2030 Health Strategy Our new health strategy is fully integrated within our plan to be First choice for food Value that Innovate to sticks Tailored lead and personalised Suppliers More for as partners more J Sainsbury plc June 2026 Healthy & Sustainable Diets Deep Dive
Slide 16: Amplifying our strengths in Fresh food, with Produce at the heart of our plan
Looking Back Health Landscape 2030 Health Strategy Amplifying our strengths in Fresh food, with Produce at the heart of our plan Building on consistent outperformance Leveraging our strengths and opportunities vs market in produce1 15.0% Partnerships 14.9% Value 14.8% Quality 14.7% 14.6% Trade Up 14
Slide 17: Making healthy choices joyful, accessible and affordable
Looking Back Health Landscape 2030 Health Strategy Making healthy choices joyful, accessible and affordable Full on fibre Lowering NPM Integrating Utilising Strengthening Working with labelling on >500 scores + health and value personalisation long-term branded products, c.100 increasing fibre toget
Slide 18: Annual disclosure of our progress to ensure transparency
Looking Back Health Landscape 2030 Health Strategy Annual disclosure of our progress to ensure transparency Total food sales Additional metrics Healthiness Non-HFSS (%) NPM Score Animal: plant protein sales Dairy: alt sales of sales Total + Own Brand Total + Own Brand Sales tonnage split Sales tonna
Slide 19: Strong supporters of Mandatory Reporting
Looking Back Health Landscape 2030 Health Strategy Strong supporters of Mandatory Reporting Advocating for regulations to level the playing field Website disclosures: Latest disclosures: Started reporting progress using a sales- weighted NPM score – as total food and drink, own brand sales and also
Slide 20: Useful links
Useful links • Healthy and sustainable diets | J Sainsbury plc • Plan for Better Report 2025/26 | J Sainsbury plc • Performance, reports and policies | J Sainsbury plc