)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
J Sainsbury
J Sainsbury (SBRY) investor relations material
J Sainsbury Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary9 Jan, 2026
Executive summary
Delivered strong Q3 trading performance with best-ever Christmas execution, driven by outstanding teamwork, value, quality, and service, resulting in high customer satisfaction and trading momentum.
Achieved significant grocery market share gains for the sixth consecutive Christmas, with volume market share rising from 12.0% in Q3 21/22 to 13.2% in Q3 25/26.
Record sales in convenience and 14% online sales growth, with strong performance in fresh food and premium Taste the Difference brand sales up 15%.
Clothing outperformed the market by 10 percentage points in volume growth, achieving record Christmas category sales.
Maintained a strong value proposition, driving higher loyalty and larger basket sizes despite a softening or declining market.
Financial highlights
Q3 total retail sales grew by 3.9% year-over-year, with grocery up 4.9%, like-for-like sales (excluding fuel) up 3.4%, and Argos up 3.4%.
Grocery volume growth remained around 2% year-over-year, with fresh food sales up 8%, fruit and veg up 6%, meat/fish/poultry up 9%, and dairy up 10%.
Taste the Difference premium label fresh food sales grew 15% year-over-year, making it the fastest-growing premium label in the market.
General merchandise and clothing sales declined 1.1% year-over-year, impacted by reduced space allocation and lower average selling prices.
Fuel sales increased by 5.4% in Q3.
Outlook and guidance
Retail underlying operating profit expected to exceed £1 billion for the year, but likely to be slightly lower than last year due to industry cost pressures and subdued general merchandise.
Free cash flow guidance upgraded to at least £550 million, on track for £1.6 billion over the life of the plan.
Over £800 million to be returned to shareholders via dividends, a £250 million special dividend, and a £250 million share buyback.
Inflation is past its peak, with commodity costs stabilizing and no expectation of unexpected regulatory costs next year.
Sustaining a strong competitive position through technology investment, automation, and productivity improvements.
Taste the Difference growth drivers
Reason for increased free cash flow guidance
Nectar360 progress on £100m profit target
Future Nectar personalized value investment
Argos profit growth levers for next year?
Quantify new space contribution to grocery growth
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next J Sainsbury earnings date
Q4 202623 Apr, 2026
J Sainsbury
Next J Sainsbury earnings date
Q4 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
J Sainsbury plc is a United Kingdom-based retail company operating supermarkets, convenience stores, and an online grocery platform. The company offers a wide range of products, including groceries, clothing, general merchandise, and financial services. Through its Argos brand, Sainsbury's also provides non-food items such as electronics, home goods, and toys. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE (London Stock Exchange).
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage