Deutsche Bank has struck a more cautious tone on the retail sector for next year, pointing to what it describes as an unusually wide dispersion in valuations and limited scope for further multiple expansion among this year's strongest performers. The bank says the spread in price-to-earnings ratios across its coverage now sits at roughly 19 times, and even the UK-only group shows a gap of about five times.
J Sainsbury plc (OTCQX:JSAIY) Q2 2026 Earnings Call November 6, 2025 4:15 AM EST Company Participants Simon Roberts - CEO, Director & Chairman of Operating Board Blathnaid Bergin - CFO, Director & Member of Operating Board Conference Call Participants Frederick Wild - Jefferies LLC, Research Division Sreedhar Mahamkali - UBS Investment Bank, Research Division Elizabeth Moore - Citigroup Inc., Research Division Robert Joyce - BNP Paribas, Research Division François Digard - Kepler Cheuvreux, Research Division William Woods - Sanford C. Bernstein & Co., LLC.
J. Sainsbury (JSAIY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Investors interested in Retail - Supermarkets stocks are likely familiar with J. Sainsbury PLC (JSAIY) and Walmart (WMT).
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
British supermarket group Sainsbury's has agreed the sale of Sainsbury's Bank's travel money business to Fexco Group, it said on Wednesday, continuing its withdrawal from banking services.
Investors interested in stocks from the Retail - Supermarkets sector have probably already heard of J. Sainsbury PLC (JSAIY) and Walmart (WMT).
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Management has executed very well over recent years and Sainsbury is well-placed to handle increased UK supermarket sector competition. Guidance for FY26E appears to have been set quite conservatively, with management flagging a stronger second half of the year due to the timing of store expansions. The share price will be well-supported by a renewed buyback of at least £200m and an expected special dividend of £250m associated with the completion of the sale of the core banking business.
Sainsbury's beat profit expectations for the full fiscal year, as the company focuses on supporting sales volumes by lowering prices.
Investors interested in Retail - Supermarkets stocks are likely familiar with J. Sainsbury PLC (JSAIY) and Walmart (WMT).