← Mother Marketing overview

Mother Marketing vs J Sainsbury: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Mother Marketing Public Company Limited (MOTHER.BK)

Q3 2026
▲3

MOTHER rides Krabi high season, new flights and branch openings

  • Krabi high season and new direct flights lift sales Krabi's year-end high season, plus new direct flights from Scandinavia (Finnair, SAS) and Russia (SiamWings), is expected to bring more foreign tourists and spending. MOTHER's stores sit in those tourist areas, so more visitors means more sales and supports double-digit revenue growth.

    This is the main force behind MOTHER's expected sales growth this period.

  • Q4 seen as strongest quarter, 25th branch opens MOTHER expects Q4 2026 to be its best quarter, helped by peak tourism and government tourism stimulus. It plans to open its 25th branch by year-end and targets full-year revenue growth of at least 10%, with same-store sales up about 5%.

    Shows management's own growth targets and branch expansion driving the stock.

  • New Ao Nang and Khlong Haeng branches, 2027 plan MOTHER will open new branches in Ao Nang and Khlong Haeng in November 2026 to catch high-season tourists. For 2027 it plans 3-5 more branches with about 30 million baht investment, targeting 8% sales growth and 3% same-store sales growth.

    New branches and the 2027 plan are fresh, concrete growth drivers.

  • Wholesale shift offsets weaker welfare-card demand MOTHER is increasing its wholesale business after state welfare-card holders fell by more than half, and it did not join the Thai Helps Thai Plus program. This shift helps replace lost retail demand, but Q4 results are still expected to be only steady, not sharply higher.

    This is the real counterweight: a strategy change and cautious Q4 tone that balance the positive tourism story.

September 2026
▲3

MOTHER rides Krabi high season, new flights and branch openings

  • Krabi high season and new direct flights lift sales Krabi's year-end high season, plus new direct flights from Scandinavia (Finnair, SAS) and Russia (SiamWings), is expected to bring more foreign tourists and spending. MOTHER's stores sit in those tourist areas, so more visitors means more sales and supports double-digit revenue growth.

    This is the main force behind MOTHER's expected sales growth this period.

  • Q4 seen as strongest quarter, 25th branch opens MOTHER expects Q4 2026 to be its best quarter, helped by peak tourism and government tourism stimulus. It plans to open its 25th branch by year-end and targets full-year revenue growth of at least 10%, with same-store sales up about 5%.

    Shows management's own growth targets and branch expansion driving the stock.

  • New Ao Nang and Khlong Haeng branches, 2027 plan MOTHER will open new branches in Ao Nang and Khlong Haeng in November 2026 to catch high-season tourists. For 2027 it plans 3-5 more branches with about 30 million baht investment, targeting 8% sales growth and 3% same-store sales growth.

    New branches and the 2027 plan are fresh, concrete growth drivers.

  • Wholesale shift offsets weaker welfare-card demand MOTHER is increasing its wholesale business after state welfare-card holders fell by more than half, and it did not join the Thai Helps Thai Plus program. This shift helps replace lost retail demand, but Q4 results are still expected to be only steady, not sharply higher.

    This is the real counterweight: a strategy change and cautious Q4 tone that balance the positive tourism story.

Latest
▲3

MOTHER rides Krabi high season, new flights and branch openings

  • Krabi high season and new direct flights lift sales Krabi's year-end high season, plus new direct flights from Scandinavia (Finnair, SAS) and Russia (SiamWings), is expected to bring more foreign tourists and spending. MOTHER's stores sit in those tourist areas, so more visitors means more sales and supports double-digit revenue growth.

    This is the main force behind MOTHER's expected sales growth this period.

  • Q4 seen as strongest quarter, 25th branch opens MOTHER expects Q4 2026 to be its best quarter, helped by peak tourism and government tourism stimulus. It plans to open its 25th branch by year-end and targets full-year revenue growth of at least 10%, with same-store sales up about 5%.

    Shows management's own growth targets and branch expansion driving the stock.

  • New Ao Nang and Khlong Haeng branches, 2027 plan MOTHER will open new branches in Ao Nang and Khlong Haeng in November 2026 to catch high-season tourists. For 2027 it plans 3-5 more branches with about 30 million baht investment, targeting 8% sales growth and 3% same-store sales growth.

    New branches and the 2027 plan are fresh, concrete growth drivers.

  • Wholesale shift offsets weaker welfare-card demand MOTHER is increasing its wholesale business after state welfare-card holders fell by more than half, and it did not join the Thai Helps Thai Plus program. This shift helps replace lost retail demand, but Q4 results are still expected to be only steady, not sharply higher.

    This is the real counterweight: a strategy change and cautious Q4 tone that balance the positive tourism story.

J Sainsbury PLC (SBRY.LSE)

Q3 2026
▼2

Sainsbury's sells Argos, exits banking, faces Lidl share gains

  • Sainsbury's exits banking Sainsbury's surrendered its UK banking licence and sold its credit card, loan and savings books to NatWest, ending a business it ran since 1997. It now offers financial products through NatWest instead. This removes a source of profit and shows a narrower business, which weighs on the shares.

    This is a major strategic retreat that changes Sainsbury's earnings mix and is new this period.

  • Argos sold for £120m Sainsbury's agreed to sell Argos to Swift Partners for at least £120m, cutting lease-adjusted net debt by about £250m but taking a £350m non-cash write-down. Profit guidance was kept unchanged. The cash helps the balance sheet, but the low price and write-down show Argos was struggling.

    The Argos sale is a major portfolio change that affects Sainsbury's debt and future profits.

  • Lidl takes more grocery share Lidl's UK sales grew 10.8% to £13bn, more than twice Sainsbury's 4.3% growth, luring £650m of spending from rivals. Lidl is opening 50 more stores. This shows Sainsbury's is losing ground to discounters, which pressures its sales and profit outlook.

    Lidl's rapid growth directly highlights Sainsbury's competitive weakness and market share loss.

  • Morrisons merger talks revealed Sainsbury's held early merger talks with Morrisons but walked away. A combined group would have had 23.6% of UK grocery, close to Tesco's 27.8%, but the competition watchdog would likely block it. The news shows Sainsbury's wants scale but faces regulatory hurdles.

    The merger talks reveal a possible path to growth but also regulatory limits, affecting investor views on strategy.

August 2026
▼2

Sainsbury's sells Argos, exits banking, faces Lidl share gains

  • Sainsbury's exits banking Sainsbury's surrendered its UK banking licence and sold its credit card, loan and savings books to NatWest, ending a business it ran since 1997. It now offers financial products through NatWest instead. This removes a source of profit and shows a narrower business, which weighs on the shares.

    This is a major strategic retreat that changes Sainsbury's earnings mix and is new this period.

  • Argos sold for £120m Sainsbury's agreed to sell Argos to Swift Partners for at least £120m, cutting lease-adjusted net debt by about £250m but taking a £350m non-cash write-down. Profit guidance was kept unchanged. The cash helps the balance sheet, but the low price and write-down show Argos was struggling.

    The Argos sale is a major portfolio change that affects Sainsbury's debt and future profits.

  • Lidl takes more grocery share Lidl's UK sales grew 10.8% to £13bn, more than twice Sainsbury's 4.3% growth, luring £650m of spending from rivals. Lidl is opening 50 more stores. This shows Sainsbury's is losing ground to discounters, which pressures its sales and profit outlook.

    Lidl's rapid growth directly highlights Sainsbury's competitive weakness and market share loss.

  • Morrisons merger talks revealed Sainsbury's held early merger talks with Morrisons but walked away. A combined group would have had 23.6% of UK grocery, close to Tesco's 27.8%, but the competition watchdog would likely block it. The news shows Sainsbury's wants scale but faces regulatory hurdles.

    The merger talks reveal a possible path to growth but also regulatory limits, affecting investor views on strategy.

Latest
▼2

Sainsbury's sells Argos, exits banking, faces Lidl share gains

  • Sainsbury's exits banking Sainsbury's surrendered its UK banking licence and sold its credit card, loan and savings books to NatWest, ending a business it ran since 1997. It now offers financial products through NatWest instead. This removes a source of profit and shows a narrower business, which weighs on the shares.

    This is a major strategic retreat that changes Sainsbury's earnings mix and is new this period.

  • Argos sold for £120m Sainsbury's agreed to sell Argos to Swift Partners for at least £120m, cutting lease-adjusted net debt by about £250m but taking a £350m non-cash write-down. Profit guidance was kept unchanged. The cash helps the balance sheet, but the low price and write-down show Argos was struggling.

    The Argos sale is a major portfolio change that affects Sainsbury's debt and future profits.

  • Lidl takes more grocery share Lidl's UK sales grew 10.8% to £13bn, more than twice Sainsbury's 4.3% growth, luring £650m of spending from rivals. Lidl is opening 50 more stores. This shows Sainsbury's is losing ground to discounters, which pressures its sales and profit outlook.

    Lidl's rapid growth directly highlights Sainsbury's competitive weakness and market share loss.

  • Morrisons merger talks revealed Sainsbury's held early merger talks with Morrisons but walked away. A combined group would have had 23.6% of UK grocery, close to Tesco's 27.8%, but the competition watchdog would likely block it. The news shows Sainsbury's wants scale but faces regulatory hurdles.

    The merger talks reveal a possible path to growth but also regulatory limits, affecting investor views on strategy.