Table of Contents
Executive Summary
-
- The market
- The economy
- Consumer spending
-
- Figure 1: France: Consumer spending on food, drink and tobacco (including VAT), 2019
- Sector size and forecast
- Channels of distribution
-
- Figure 2: France: Distribution of food and drink products (excluding tobacco) by channel, 2018
- Companies and brands
- Key metrics
- Market shares
-
- Figure 3: France: Leading grocers’ shares of all food retailers’ sales, 2019
- Online
- The consumer
- Who shops for groceries
- How they shop for groceries
-
- Figure 4: France: How grocery shoppers typically shop, August 2020
- Where they shop for groceries
-
- Figure 5: France: Where they shop for groceries, Primary and secondary shops August 2020
- Attitudes towards grocery retailers and COVID-19 related issues
-
- Figure 6: France: Attitudes towards grocery retailers and COVID-19 related issues, August 2020
-
- Figure 7: France: Attitudes towards grocery retailers and COVID-19 related issues, August 2020
- Figure 8: France: Attitudes towards grocery retailers and COVID-19 related issues, August 2020
The Impact of COVID-19 on Supermarkets
-
- Short, medium and long-term impact on the sector
-
- Figure 9: Short, medium and long term impact of COVID-19 on food retailing, December 2020
- Opportunities and threats
- COVID-19 brings new opportunities online
-
- Figure 10: Albert Heijn’s temporary home delivery service, May 2020
- Technology and robotics used to support operations
-
- Figure 11: Aldi’s traffic light queueing system in the UK, May 2020
-
- Figure 12: Delhaize’s robots disinfect trolleys at stores, May 2020
- Collaborations enable better service
- Discounters pose threat to supermarkets as shoppers look to price
- How COVID-19 will reshape the industry
- Supporting the local community will gain further relevance
-
- Figure 13: Sainsbury’s volunteer shopping card, May 2020
- Mobile apps create space in home delivery for smaller players
- Discounters boosted by limited budgets
- Supermarket sales benefit in 2020 and beyond
-
- Figure 14: Europe Big Five: Total food retailers’ sales and forecast, 2015-25
-
- Figure 15: Europe Big Five: Total food retailers’ sales and forecast, by country, 2015-25
- The impact of COVID-19 on consumer behaviour across Europe
- Concern about exposure to COVID-19 begins to rise as second wave bites
-
- Figure 16: Europe: Those extremely worried about the risk of being exposed to COVID-19, March-October 2020*
- The financial impact of COVID-19
- Furlough and job losses
- Cutting back spending but adding to savings where possible
-
- Figure 17: Europe: Financial impact of COVID-19, November 2020*
- Changes to shopping behaviour
- Non-essential spending takes a hit
- People want to spend less time in-store
- Cash is no longer king
- Localism rises up the agenda
- Online shopping receives major boost
- Assisted shopping provides challenges for grocery retailers
- Second wave prompts renewed stockpiling
-
- Figure 18: Europe: Changes to shopping behaviour since the start of the COVID-19 outbreak, November 2020*
- Consumers are trying not to handle/touch products in-store
-
- Figure 19: Europe: people who would feel uncomfortable handling/touching products in-store, November 2020*
- Spending intentions
- Food one of the sectors least affected by reduction in spending
-
- Figure 20: Net balance* of expected spending on selected items in the next month, November 2020**
- French consumers most likely to be planning to spend less on food
-
- Figure 21: Europe: Net balance* of expected spending on food (excluding takeaways/home deliveries) in the next month, November 2020**
- How the crisis is impacting on key consumer segments
- Women and older people most concerned about the virus
-
- Figure 22: Europe: Those extremely worried about the risk of being exposed to COVID-19, by gender and age, November 2020*
- Women and older age groups also trying to limit time in-store
-
- Figure 23: Europe: consumers trying to limit the time they spend in-store, by gender and age, November 2020*
- Online shopping boom is relatively uniform
-
- Figure 24: Europe: consumers shopping more online, by gender and age, November 2020*
- Shopping locally appeals more to older age groups
-
- Figure 25: Europe: consumers shopping more from local businesses, by gender and age, November 2020*
- COVID-19: Market context
- UK
- France
- Germany
- Italy
- Spain
Issues and insights
-
- COVID-19 encourages grocery retailers to support local business and communities
- The implications of Aldi’s takeover of Leader Price
The market – Key takeaways
-
- COVID-19 has hit the economy hard
- Spending on food and drink remained resilient
- Grocers offset decline in non-essential retailers’ sales
- Can December rescue the retail sector?
- Decline of the hypermarket and shift to online accelerates
Consumer spending
-
- The impact of the Brexit deal on the rest of Europe
- The economy
- Consumer spending on groceries
-
- Figure 26: France: Consumer spending on food, drink and tobacco (including VAT), 2015-20
Sector size and forecast
-
- Black Friday and December
- Grocers vs specialists
-
- Figure 27: France: Food retailers, sales (excluding VAT), 2015-20
-
- Figure 28: France: Food retailers, forecast sales (excluding VAT), 2020-25
Inflation
-
-
- Figure 29: France: Consumer prices * of food and drink, Annual % change, 2015-19
-
- Figure 30: France: Consumer prices* of food and drink, Annual % change, January 2019-September 2020
-
Channels of distribution
-
-
- Figure 31: France: Distribution of food and drink products (excluding tobacco) by channel, 2017-19
-
Companies and brands – Key takeaways
-
- Leclerc still leads
- Aldi acquires Leader Price to rival Lidl in the discount sector
- Grocers respond to changing market
- Specialists losing market share but discounters gaining ground
- Online growth to be driven by home delivery
Leading players
-
- Leclerc hypermarket focus pays off…
- …while Carrefour looks to c-stores and organics
- Casino boosts online offer
- Aldi to expand with the acquisition of 500+ Leader Price stores
- Grocers’ initiatives to respond to changing markets
-
- Figure 32: France: Leading grocers, sales (excluding VAT), 2015-19
- Figure 33: France: Leading grocers, outlets, 2015-19
- Sales per outlet
-
- Figure 34: France: Leading grocers, Sales per outlet, 2015-19
Market shares
-
-
- Figure 35: France: Leading grocers’ shares of all food retailers’ sales, 2015-19
-
Online
-
- Online activity and online grocery market size
-
- Figure 36: France: Broadband connections (percentage of households), 2011-19
-
- Figure 37: France: smartphone ownership, June 2020
- Shopping online for food
-
- Figure 38: France: Online purchasing, 2010-19
- Figure 39: France: Change in frequency of selected food and drink habits since the start of the COVID-19/coronavirus outbreak, ordering Groceries online
- Online grocery market size
- Leading online players
-
- Figure 40: France: leading online grocery retailers’ sales, 2015-19
The consumer – Key takeaways
-
- Women still have most responsibility for grocery shopping
- Top-up shopping widespread
- Leclerc the most popular for a main shop and Lidl for top-ups
- Carrefour’s different store formats ensure widespread usage
- Lidl leads for secondary shopping
- Christmas unlikely to be a lifeline for many retailers
- Own brands can help cash-strapped shoppers
- Grocery retailers’ ethical responsibilities are now more visible
Who shops for groceries
-
-
- Figure 41: France: who shops for groceries by gender, August 2020
-
- Figure 42: France: who shops for groceries, August 2020
-
How they shop for groceries
-
-
- Figure 43: France: How grocery shoppers typically shop, August 2020
-
Where they shop for groceries
-
-
- Figure 44: France: Where they shop for groceries, main shop, August 2020
-
- Figure 45: France: Where they shop for groceries, Primary and secondary shops August 2020
- Customer profiles
-
- Figure 46: France: grocery retailer they spend the most with, by average age and income, August 2020
-
Attitudes towards grocery retailers and COVID-19-related issues
-
- Christmas
-
- Figure 47: France: Attitudes towards grocery retailers and COVID-19 related issues, August 2020
- Own brand and promotions
-
- Figure 48: France: Attitudes towards grocery retailers and COVID-19 related issues, August 2020
- Attitudes to grocery retailers
-
- Figure 49: France: Attitudes towards grocery retailers and COVID-19 related issues, August 2020
Appendix – Data sources, abbreviations and supporting information
-
- Abbreviations
- Data sources
Back to top