J Sainsbury Plc · LSE:SBRY
J Sainsbury — Q1 2025/26 Earnings Presentation
12 slides from J Sainsbury's earnings presentation, July 2025
Slide 1: Q1 Trading Statement 2025/26
Q1 Trading Statement 2025/26
Slide 2: Clear priorities driving strong momentum
Clear priorities driving strong momentum Committed to Delivering Celebrating 25 Scaling our Investing in Structural cost sustaining our biggest space years of Taste personalisation technology and reduction and strong growth in over a the Difference capabilities and automation productivity competitiv
Slide 3: Retail sales growth by category
Retail sales growth by category Sainsbury’s sales growth1 Argos sales growth2 Total Retail sales growth2 Q1 25/26 Q1 25/26 Q1 25/26 5.0% 4.9% 4.9% 4.2% 4.4% 2.4% Fuel Excl. Fuel Inc. Fuel sales sales growth growth Grocery General Total Argos (13.6)% Merchandise & Sainsbury’s Clothing 1. Excl. Fuel,
Slide 4: Continued volume outperformance in Grocery, despite tough comparatives
Continued volume outperformance in Grocery, despite tough comparatives Volume growth versus Market: YoY growth1 Volume growth versus Market: 2-year growth2 4.6% 0.9% 0.7% 2.3% Sainsbury’s Tesco Sainsbury’s Tesco -5.2% Morrisons -6.9% -7.8% Morrisons Asda -13.5% Asda 1. Worldpanel by Numerator Panel,
Slide 5: Maintaining our strong value position
Maintaining our strong value position Improvement versus all Expansion of Aldi Price Match Record customer satisfaction competitors in value index YoY1 and Nectar Prices in Value Value for Money CSAT scores2 Aldi Morrisons Lidl c.800 SKUs c.650 SKUs 190bps 190bps 110bps June 2024 June 2025 Asda Tesc
Slide 6: Quality and Innovation: market-leading share gains in premium own label
Quality and Innovation: market-leading share gains in premium own label Outstanding performance in Taste the Difference: continued growth on growth Summer innovation >250 new TTD TTD sales growth by year products Q1 25/26 +18%YoY +14% YoY +9% YoY Q1 Q1 Q1 Q1 22/23 23/24 24/25 25/26 Heading: Worldpan
Slide 7: Delivering leading customer satisfaction
Delivering leading customer satisfaction Improved customer satisfaction Leading customer service across all channels2 Customer satisfaction, supermarkets1 Convenience Sainsbury’s Tesco +3.0ppts +7.4ppts +4.8ppts Overall Value for Availability satisfaction money of products Asda Groceries Online Morr
Slide 8: More customers are choosing Sainsbury's as their first choice for food
More customers are choosing Sainsbury’s as their first choice for food Primary shopper numbers growth: YoY1 Primary shopper numbers growth: over time2 2% YoY Yo2Y Yo3Y Yo4Y 20% Tesco 0% Sainsbury’s 10% Morrisons -2% 0% -4% -10% -6% -20% Asda Sainsbury's Tesco Morrisons Asda -8% 1. Worldpanel by Nume
Slide 9: Nectar360 Pollen: most advanced unified retail media platform in the UK
Nectar360 Pollen: most advanced unified retail media platform in the UK Revolutionising omnichannel retail media • One-stop-shop for brands and agencies to more easily access the full potential of our retail media network • Unlocking impactful campaigns and market- leading measurement • Powered by c
Slide 10: Argos: improved customer traffic and volume
More Argos, Argos: improved customer traffic and volume more often Argos YoY Sales Growth %1 Argos Online Traffic, YoY growth % 20% 4.4% 10% 0% 1.9% -10% -20% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 23/24 24/25 25/26 (1.4)% (1.4)% Argos Volumes, YoY growth % 20% 10% (7.7)% 0% -10% Q1 Q2 Q3 Q4 Q1 -20% Q1 Q2 Q3 Q4
Slide 11: Well set to deliver another strong summer
Well set to deliver another strong summer Committed to sustaining Delivering outstanding Driving More Argos, more strong competitive position quality and innovation often strategy J Sainsbury plc July 2025 Q1 Trading Statement 2025/26 11
Slide 12: Q&A
Q&A