Grocery Retail: approx. 75%
Non-Food Retail: approx. 15%
Financial Services: approx. 10%

TOP 3 Markets:

1. United Kingdom: approx. 90%
2. Ireland: approx. 5%
3. Online Sales (international): approx. 5%

J Sainsbury plc generates the majority of its revenue in the grocery retail sector, thanks to its strong presence in the British supermarket sector. Non-food retail, including clothing and household goods, as well as financial services such as banking and insurance, also contribute significantly to the revenue.

The primary market is the United Kingdom, where the company is one of the leading supermarket chains. Ireland and international online sales represent smaller but growing market segments.

Production Sites: United Kingdom, Europe

J Sainsbury plc, as one of the largest retailers in the United Kingdom, sources a large portion of its products from local suppliers within the UK. This includes fresh food, often coming from British farmers and producers.

Additionally, the company imports products from various European countries to diversify its range and offer customers a wide selection. The exact distribution of production sites may vary depending on the type of product, with a focus on quality and sustainability.

Revenue Growth: Estimated 5% annually (2025)

Strategic Focus Areas:

1. Digitalization and E-commerce Expansion
2. Sustainability and Environmentally Friendly Initiatives
3. Expansion of Product Offering

J Sainsbury plc is pursuing a growth strategy that heavily focuses on digitalization and expanding its e-commerce business. The company is investing in its online platforms to provide customers with a seamless shopping experience and increase market share in online grocery retail.

Another key aspect of the strategy is sustainability. Sainsbury's is implementing environmentally friendly initiatives to reduce its carbon footprint and offer sustainable products. This appeals to environmentally conscious consumers and enhances the brand's reputation.

Furthermore, Sainsbury's is continuously expanding its product offering to meet changing consumer preferences. This includes introducing new own-brand products as well as collaborating with well-known brands to increase attractiveness for different customer segments.

Main Imported Raw Materials:

• Fresh food (fruit, vegetables, meat)
• Coffee and tea
• Wine
• Textiles

Main Import Countries:

• Spain (fruit and vegetables)
• Netherlands (flowers and plants)
• South Africa (wine and fruits)
• Brazil (coffee)
• India (textiles)

J Sainsbury plc imports a variety of raw materials and materials to support the wide range in its supermarkets. Fresh foods such as fruit and vegetables are mainly imported from European countries like Spain and the Netherlands to meet the demand for seasonal and year-round products.

Wine imports often come from South Africa, known for its high-quality wines. Coffee is imported from Brazil, one of the largest coffee producers worldwide. Textiles relevant to Sainsbury's clothing department are frequently sourced from India, known for its textile industry.

These import strategies enable Sainsbury to offer a wide range of products that meet the diverse needs of customers.

Market share in the British food retail sector: approximately 15% (estimated for 2025)
Private label share of revenue: approximately 50% (estimated for 2025)
Online sales growth: approximately 10% (2024)

J Sainsbury plc has a significant competitive advantage in the British food retail sector, supported by its considerable market share. With an estimated market share of around 15%, Sainsbury is one of the leading supermarket chains in the United Kingdom.

A key factor contributing to Sainsbury's competitive advantage is the high proportion of private label products, accounting for about half of its revenue. These products offer higher margins and enhance customer loyalty through a differentiated offering.

Furthermore, the company has made significant investments in its online presence in recent years, leading to an online sales growth of around 10% in 2024. This demonstrates Sainsbury's adaptability to changing consumer habits and the increasing importance of e-commerce in retail.

Overall, Sainsbury benefits from a strong brand presence, a diversified product range, and a robust online strategy, which collectively represent a sustainable competitive advantage.

Institutional Investor Share: 60% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last quarter (estimated, 2025)

The institutional investor share in J Sainsbury plc is approximately 60%, which is typical for large publicly traded companies in the retail sector. These investors include pension funds, investment funds, and other major financial institutions seeking long-term holdings.

There were no significant insider transactions in the last quarter, indicating that the management and other insiders are currently not seeking significant changes in their holdings. This could suggest a stable confidence in the company's current strategic direction.

Market share of J Sainsbury plc: 15.4% (2025, estimated)

Top competitors and their market shares (estimated for 2025):

1. Tesco plc: 27.5%
2. J Sainsbury plc: 15.4%
3. Asda Group: 14.1%
4. Aldi: 10.2%
5. Lidl: 8.5%
6. Morrisons: 8.1%
7. Co-op: 6.0%
8. Waitrose: 4.8%

J Sainsbury plc is the second largest retailer in the United Kingdom in terms of market share. The largest competitor, Tesco, has a significantly higher market share and therefore a stronger market position.

The moat of J Sainsbury plc mainly consists of its established brand, extensive store network, and strong customer loyalty. However, compared to Tesco, the moat is less pronounced, as Tesco has advantages in supply chain and pricing due to its size and efficiency.

Aldi and Lidl pose strong competition with their discount strategies, which are particularly attractive in economically challenging times. These companies have a clear price advantage, which can be considered a significant moat.

Overall, J Sainsbury plc has a solid but not insurmountable moat. The competition, especially from Tesco and the discounters, poses a significant challenge.

Revenue growth: 2.5% (2024) Profit growth: 3.1% (2024) Market share in the British grocery retail sector: 15.2% (2024)

J Sainsbury plc recorded a moderate revenue growth of 2.5% in 2024, indicating stable demand in the British grocery retail sector. The 3.1% profit growth shows that the company is able to increase its profitability despite a competitive market.

With a market share of 15.2% in the British grocery retail sector, Sainsbury's is positioned as one of the leading players in this sector. This provides a solid foundation for future growth, especially through potential efficiency improvements and expansions into new product categories.

Additionally, in recent years, Sainsbury's has invested in digitization and improving supply chains, promising long-term cost savings and a better customer experience. These strategic initiatives could make the company more competitive in the coming years.

Overall, J Sainsbury plc could be a good investment for those looking for long-term stability and moderate growth opportunities. However, investors should also consider general economic conditions and competition in the retail sector.

Dividend Yield: 4.1% (2025, estimated)
Dividend History: Continuous payout over the last five years

J Sainsbury plc has pursued a consistent dividend policy in recent years. The dividend yield for 2025 is estimated to be around 4.1%, based on current market conditions and recent payouts.

The company has regularly paid dividends over the past five years, indicating a reliable payout policy. This stability is supported by a solid financial foundation and a strong market position. Analysts expect Sainsbury to continue to maintain dividends at this level in the future, provided there are no significant market changes or economic downturns.