Table of Contents
Executive Summary – Europe – The Market
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- Sector size
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- Figure 2: Europe: Food retailers sales ex-VAT, 2010-15
- Forecast
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- Figure 3: Europe: Food retailers sales, ex-VAT, 2015-20
- Figure 4: Europe: Food retailers sales: Compound growth rates, 2010-15, 2015-20
- Inflation – big 5 only
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- Figure 5: Major European economies: Food price inflation, 2014-15
- Leading retailers
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- Figure 6: Europe: Top 50 food retailers Sales (ex VAT), 2012/13-2014/15
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- Figure 7: Europe: Top 50 food retailers outlets, 2012/13-2014/15
- Figure 8: Europe: Top 50 food retailers, Sales (ex VAT) per outlet, 2012/13-2014/15
- Market shares
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- Figure 9: Leading food retailers share of all European food retailers sales, 2012-14
Executive Summary – Europe – The Consumer
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- How do people shop
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- Figure 10: How they shop for groceries, September 2015
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- Figure 11: Proportion of men who never or hardly ever do grocery shopping, September 2015
- A note on the research
- Main shop locations
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- Figure 12: Where they spend most on groceries and % people who spend most money there, September 2015
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- Figure 13: Proportion spending most money in a hard discounter and leading hard discounter, September 2015
- Food retailers also used
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- Figure 14: Most popular shop also used, September 2015
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- Figure 15: Hard discounters also used, September 2015
- What we think
- The UK and the decline of superstores
- Elsewhere?
- France
- Germany
- Italy
- Spain
Executive Summary – Europe – Innovation and Launch Activity
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- Enhanced in-store experience
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- Figure 16: Metro/Makro Cash & Carry, in-store mobile kitchen, Belgium
- Augmented reality experience
- Virtual supermarket
- Aldi launches music streaming service
- New Italian personal supermarket shopping service
- Workplace click-and-collect points
- Online grocery store targeted at overseas Portuguese citizens
- Ecologically attentive supermarket
- App that integrates self-scanning, discounts, loyalty scheme and payment
France
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- Overview
- What you need to know
- Areas covered in this report
- Executive Summary
- The market
- Spending and inflation
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- Figure 17: France: Annual % change in total household expenditure and expenditure on food, beverages and tobacco, 2011-15 (in current prices)
- Channels of distribution
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- Figure 18: France: Estimated distribution of spending on food and beverages, 2014
- Sector size and forecast
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- Figure 19: France: Annual % change in all retail sales (excl. fuel) and food retail sales, 2010-16
- Leading players
- Key metrics
- Market shares
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- Figure 20: France: Leading grocery retailers’ estimated shares of all food retailers’ sales, 2014
- Online
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- Figure 21: France: Percentage of all individuals who have bought groceries online in the last year, 2014
- The consumer
- Who shops for groceries
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- Figure 22: France: Who is responsible for grocery shopping, September 2015
- How they shop for groceries
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- Figure 23: France: How they shop for groceries, September 2015
- Where they shop for groceries
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- Figure 24: France: Where they spend most on groceries, September 2015
- What we think
- Issues and insights
- How will online grocery retailing develop?
- The facts
- The implications
- Adapting to a changed retail landscape
- The facts
- The implications
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- Figure 25: France: Grocery shopping habits (2015-Q2)
- The market – What you need to know
- Economy weak but spending picking up
- Hypermarkets and supermarkets dominate but sales in decline
- Subdued sector sales but improvement on the horizon
- Spending and Inflation
- France’s economy a weak spot in the eurozone
- Consumption and purchasing power regaining momentum
- Spending on food and drink
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- Figure 26: France: Consumer spending on food, drink and tobacco (incl. VAT), 2010-15
- Inflation
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- Figure 27: France: Harmonised indices of consumer prices, (% annual change), 2010-14
- Figure 28: France: Harmonised indices of consumer prices, (% annual change), March 2014-September 2015
- Channels of distribution
- Grocers dominate
- Specialists a vital part of French daily life
- Online growing
- Others very small
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- Figure 29: France: Estimated distribution of spending on food and drink, 2014
- Sector size and forecast
- Weak consumption and low inflation holding back growth
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- Figure 30: France: Food retailers’ sales (excl. VAT), 2010-15
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- Figure 31: France: Food retailers’ sales forecasts (excl. VAT), 2015-20
- Figure 32: France: Retail sales by supermarkets and hypermarkets, 2011-14
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- Figure 33: France: Breakdown of sales in hypermarkets by type of product, 2009-14
- Figure 34: France: Sales in supermarkets and hypermarkets by type of product, 2011-14
- Leading retailers – What you need to know
- A competitive and well populated sector
- Signs of concentration
- Drive dominates online
- Leading retailers
- 2014 characterised by weak consumption and flat or falling sales
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- Figure 35: France: Grocery shopping habits, 2014 (Q2) and 2015 (Q2)
- Winners and Losers
- Hard times force cooperation and partnerships
- Discounters growing strongly
- New store formats
- Drive dominates e-commerce in groceries
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- Figure 36: France: Leading grocers, sales, 2011-14
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- Figure 37: France: Leading grocers outlet numbers, 2011-14
- Sales per outlet
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- Figure 38: France: Leading grocers, sales per outlet, 2012-14
- Market shares
- Leclerc widening the gap with Carrefour
- A concentrating market
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- Figure 39: France: Leading grocers shares of all food retailers sales, 2011-14
- Online
- France at a medium stage of development
- Online activity
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- Figure 40: France: Percentage of all individuals purchasing online in the past 12 months, 2010-14
- Figure 41: France: Percentage of all individuals who have bought groceries online in the last year, 2014
- Online sales
- Leading online players
- The consumer – What you need to know
- Single shoppers on the rise and men doing more
- Top up shopping widespread
- Online shopping still small
- A quarter of primary shoppers use Leclerc
- Lidl top for secondary shopping
- The consumer – Who shops for groceries
- Almost two-thirds of adults are responsible for grocery shopping
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- Figure 42: France: Who is responsible for grocery shopping, September 2015
- Shopping becoming less just women’s work
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- Figure 43: France: Who is responsible for grocery shopping, September 2015
- The consumer – How they shop for groceries
- Top up shopping widespread
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- Figure 44: France: How they shop for groceries, September 2015
- How they do a regular main shop: in-store versus online
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- Figure 45: France: How they shop for groceries (main shop), in-store versus online, September 2015
- How they do top-up shopping: in-store versus online
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- Figure 46: France: How they shop for groceries (top-up shops), in-store versus online, September 2015
- The consumer – Where they shop for groceries
- A quarter of primary shoppers use Leclerc
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- Figure 47: France: Where they spend most on groceries, September 2015
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- Figure 48: France: Where they spend most on groceries, by age and income, September 2015
- Lidl top for secondary shopping
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- Figure 49: France: Where else they shop for groceries in a typical month, September 2015
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- Figure 50: France: Where else they shop for groceries in a typical month, by age and average income, September 2015
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
Germany
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Spending and inflation
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- Figure 51: Germany: Consumer spending on food and drink (including sales tax), 2011-15
- Channels of distribution
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- Figure 52: Germany: Estimated distribution of spending on food, beverages and tobacco, 2014
- Sector size and forecast
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- Figure 53: Germany: Retail sales at all food retailers, 2010-15
- Leading players
- Key metrics
- Market shares
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- Figure 54: Germany: Leading grocery retailers’ estimated shares of all food retailers’ sales, 2014
- Online
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- Figure 55: Germany: Percentage of all individuals who have bought online in the past 12 months, 2014
- The consumer
- Who shops for groceries
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- Figure 56: Germany: Who is responsible for grocery shopping, September 2015
- How they shop for groceries
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- Figure 57: Germany: How they shop for groceries, September 2015
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- Figure 58: Germany: How they shop for groceries, in-store versus online, September 2015
- Where they shop for groceries
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- Figure 59: Germany: Where they shop for groceries, September 2015
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- Figure 60: Germany: Where else they buy groceries from, September 2015
- What we think
- Issues and insights
- Online retailing showing signs of development
- The facts
- The implications
- A mature market restricts store expansion
- The facts
- The implications
- The market – What you need to know
- Spending down with inflation
- The grocers grow their share of consumer spending
- Food retailers’ share of total spending stabilises
- Spending and Inflation
- Spending
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- Figure 61: Germany: Consumer spending (including sales tax), 2010-15
- Inflation
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- Figure 62: Germany: Consumer prices: Annual % change, January 2014-September 2015
- Figure 63: Germany: Consumer prices: Annual % change, 2010-14
- Channels of distribution
- Grocers account for 76% of spending
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- Figure 64: Germany: Estimated distribution of spending on food, beverages and tobacco, 2014
- Sector size and forecast
- Food retailers’ share of total spending stabilises
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- Figure 65: Germany: Retail sales (excluding sales tax), 2010-15
- Figure 66: Germany: Retail sales forecasts (excluding sales tax), 2015-20
- Leading retailers – What you need to know
- Supermarkets stabilise their market share
- Aldi sales fall in 2014
- Kaiser’s Tengelmann takeover blocked
- Leading retailers
- Supermarkets stabilise their market share
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- Figure 67: Germany: Share of leading retailers sales by operation type, 2012-14
- Aldi sales fall in 2014
- Discounter’s softening their offer
- Kaiser’s Tengelmann takeover blocked
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- Figure 68: Germany: Leading grocery retailers: Net revenues, 2012-14
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- Figure 69: Germany: Leading grocers: Store numbers, 2012-14
- Sales per outlet
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- Figure 70: Germany: Leading grocers: Annual sales per outlet, 2012-14
- Market share
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- Figure 71: Germany: Leading grocery retailers’ estimated shares of all food retailers’ sales, 2012-14
- Online
- Online food retailing remains underdeveloped
- Online activity
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- Figure 72: Germany: Percentage of all individuals who have bought online in the past 12 months, 2014
- Figure 73: Germany: Percentage of all individuals purchasing online in the past 12 months, 2010-14
- Online sales
- Leading online players
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- Figure 74: Germany: Leading grocers’ online offers, October 2015
- The consumer – What you need to know
- High levels of sole/main shopping responsibility
- German consumers prefer multiple shopping trips
- Financial health dictates shopping behaviour
- Single person households prefer small, regular shopping trips
- Online remains very underused
- Lidl and Rewe most popular for main shop
- Discounters more dominant for secondary shopping
- The consumer – Who shops for groceries
- High levels of grocery shopping responsibility
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- Figure 75: Germany: Who is responsible for grocery shopping, September 2015
- Power of one
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- Figure 76: Germany: Distribution of household type, 2005-14
- The consumer – How they shop for groceries
- Top-up shopping dominates
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- Figure 77: Germany: How they shop for groceries, September 2015
- Financial health dictates shopping behaviour
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- Figure 78: Germany: Where they buy groceries from, by average income. September 2015
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- Figure 79: Germany: How they shop for groceries, by financial health, September 2015
- Single person households prefer top-up shopping
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- Figure 80: Germany: How they shop for groceries, by household size, September 2015
- Where they do regular main and top-up grocery shopping
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- Figure 81: Germany: How they shop for groceries, in-store versus online, September 2015
- The consumer – Where they shop for groceries
- Lidl and Rewe most popular for main shop
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- Figure 82: Germany: Where they spend the most on groceries, September 2015
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- Figure 83: Germany: Where they spend most in a typical month for groceries, by age and affluence, September 2015
- Rewe is the favourite of top-up only shoppers
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- Figure 84: Germany: With which grocery retailer they spend the most money, selected retailers by type of shopping behaviour, September 2015
- Aldi the overall favourite for top-up shopping
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- Figure 85: Germany: Where else they buy groceries from. September 2015
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- Figure 86: Germany: Where else they buy groceries from. September 2015
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
Italy
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Spending and inflation
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- Figure 87: Annual % change in total household expenditure and expenditure on food, beverages and tobacco, 2010-15
- Channels of distribution
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- Figure 88: Italy: Estimated distribution of spending on food and beverages, 2014
- Sector size and forecast
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- Figure 89: Italy: Annual % change in all retail sales (excl. fuel) and food retail sales, 2010-16
- Leading players
- Key metrics
- Market shares
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- Figure 90: Italy: Leading grocery retailers’ estimated shares of all food retailers’ sales, 2014
- Online
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- Figure 91: Italy: Percentage of all individuals who have bought groceries online in the last year, 2014
- The consumer
- Who shops for groceries
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- Figure 92: Italy: Who is responsible for grocery shopping, September 2015
- How they shop for groceries
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- Figure 93: Italy: How they shop for groceries, September 2015
- Where they shop for groceries
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- Figure 94: Italy: Where they spend the most on groceries, September 2015
- What we think
- Issues and insights
- Retailers need to address the rise in single person households
- The facts
- The implications
- Click-and-collect: A logical solution?
- The facts
- The implications
- The market – What you need to know
- Consumer spending remains low
- Spending concentrated among the major operators
- Food retail sales continue to falter
- Spending and inflation
- Spending
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- Figure 95: Italy: Consumer Spending on food and drink (incl. VAT), 2010-15
- Inflation
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- Figure 96: Italy: Harmonised indices of consumer prices: annual % change, Jan 2014-Sep 2015
- Figure 97: Italy: Harmonised indices of consumer prices: Annual % change, 2010-14
- Channels of distribution
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- Figure 98: Italy: Estimated distribution of spending on food and beverages, 2014
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- Figure 99: Italy: Estimated distribution of spending on food and beverages, 2010-15
- Sector size and forecast
- Market remains tough
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- Figure 100: Italy: Food retailers’ sales (excl. VAT), 2010-15
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- Figure 101: Italy: Food retailers’ sales forecasts (excl. VAT), 2015-20
- Leading retailers – What you need to know
- Consolidation in a tough environment
- Lidl flourishing in the current market conditions
- Strength in numbers
- Leading retailers
- Market leader sees sales fall in 2014
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- Figure 102: Italy: Leading grocery retailers, by revenues (excl vat), 2011-14
- Store numbers
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- Figure 103: Italy: Leading grocery retailers’ outlet numbers, 2011-14
- Sales per outlet
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- Figure 104: Italy: Leading grocery retailers’ sales per outlet, 2011-14
- Market share
- No change at the top
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- Figure 105: Italy: Leading grocery retailers’ estimated shares of all food retailers’ sales, 2014
- Figure 106: Italy: Leading grocery retailers’ estimated shares of all food retailers’ sales, 2010-14
- Online
- An underdeveloped channel
- Online activity
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- Figure 107: Italy: Percentage of all individuals who have bought groceries online in the last year, 2014
- Figure 108: Italy: Percentage of all individuals purchasing online in the past 12 months, 2009-14
- Online market size
- The consumer – What you need to know
- Responsibility falls on female consumers
- A majority combine a main-shop with a top-up
- Coop Italia the go-to destination for primary shops but Lidl capturing secondary shops
- Half of consumers responsible for grocery shopping
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- Figure 109: Italy: Who is responsible for grocery shopping, September 2015
- There remains a gender split in the responsibility of grocery shopping
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- Figure 110: Italy: Who is responsible for grocery shopping, by gender, September 2015
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- Figure 111: Italy: Main grocery responsibility, by gender and age, September 2015
- The consumer – How they shop for groceries
- Main shops are being combined with top-ups
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- Figure 112: Italy: How they shop for groceries, September 2015
- How they do a regular main shop: in-store versus online
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- Figure 113: Italy: How they shop for groceries, by main shop behaviour, September 2015
- The consumer – Where they shop for groceries
- Coop Italia the primary destination for grocery shopping
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- Figure 114: Italy: Where they spend the most on groceries, September 2015
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- Figure 115: Italy: Where they spend the most on groceries, by age and average income, September 2015
- Lidl the go-to retailer for secondary shops
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- Figure 116: Italy: Where else they shop for groceries in a typical month, September 2015
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- Figure 117: Italy: Where else they shop for groceries in a typical month, by age and average income, September 2015
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
Spain
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Spending and inflation
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- Figure 118: Spain: Annual % change in total household expenditure and expenditure on food, beverages and tobacco, 2011-15
- Channels of distribution
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- Figure 119: Spain: Estimated distribution of spending on food and drink, 2014
- Sector size and forecast
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- Figure 120: Spain: Annual % change in all retail sales (excl. fuel) and food retailers’ sales, 2011-16
- Leading players
- Key metrics
- Market shares
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- Figure 121: Spain: Leading grocery retailers’ shares of all food retailers’ sales, 2014
- Online
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- Figure 122: Spain: Percentage of individuals buying online in the past 12 months, 2014
- The consumer
- Who shops for groceries
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- Figure 123: Spain: Who is responsible for grocery shopping, September 2015
- How they shop for groceries
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- Figure 124: Spain: How they shop for groceries, September 2015
- Where they shop for groceries
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- Figure 125: Spain: Where they spend the most on groceries, September 2015
- What we think
- Issues and insights
- Can hypermarkets make a come-back?
- The facts
- The implications
- How can retailers address the rise in single person households?
- The facts
- The implications
- The market – What you need to know
- Food will fall as % of all consumption
- Food deflation in 2014
- Grocers account for almost two thirds of food and drink spending
- Food retailers set to lose share of all retail sales
- Spending and inflation
- Consumer spending
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- Figure 126: Spain: Consumer spending on food, drink and tobacco (incl. VAT), 2010-15
- Inflation
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- Figure 127: Spain: Harmonised indices of consumer prices – annual % change, 2010-14
- Figure 128: Spain: Harmonised indices of consumer prices – year-on-year % change food and drink, April 2014-Sept 2015
- Channels of distribution
- Grocers account for almost two-thirds of food and drink spending
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- Figure 129: Spain: Estimated distribution of spending on food, drink and tobacco, 2014
- Sector size and forecast
- Sector share stabilises
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- Figure 130: Spain: Food retailers’ sales (excl. VAT), 2010-15
- Figure 131: Spain: Food retailers’ sales forecasts (excl. VAT), 2015-20
- Leading retailers – What you need to know
- Mercadona will face stronger competition
- Consolidation stalls in 2014
- Online investment to pick up
- Leading food retailers
- Mercadona continues to outperform
- Discounters strengthen their offer
- Hypermarkets hold back other groups
- Grupo Eroski reinvents itself
- Sales
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- Figure 132: Spain: Leading grocery retailers - sales (excl.VAT), 2011-14
- Store numbers
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- Figure 133: Spain: leading grocery retailers - outlet numbers, 2011-14
- Sales per outlet
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- Figure 134: Spain: Leading grocery retailers – estimated sales per outlet, 2011-14
- Market shares
- Consolidation stalls in 2014
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- Figure 135: Spain: Leading grocery retailers’ shares of all food retailers sales, 2011-14
- Online
- Online activity
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- Figure 136: Spain: Percentage of individuals purchasing online in the past 12 months, 2009-14
- Online sales and leading retailers
- Multichannel investment will pick up
- Threat from Amazon?
- The consumer – What you need to know
- Numbers responsible for grocery shopping could rise
- Women are key primary shoppers
- Proximity shopping thrives
- Online shoppers a small minority
- Mercadona dominates
- Secondary shopping more dispersed
- The consumer – Who shops for groceries
- Number of people responsible for grocery shopping could rise
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- Figure 137: Spain: Who is responsible for grocery shopping, September 2015
- More women are primary shoppers
- 40% of men are mainly/wholly responsible for grocery shopping
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- Figure 138: Spain: Who is responsible for grocery shopping, September 2015
- The consumer – How they shop for groceries
- Proximity shopping thrives
- Expanding the fresh offer
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- Figure 139: Spain: How they shop for groceries, September 2015
- How they do a regular main shop: in-store versus online
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- Figure 140: Spain: How they shop for groceries, in-store versus online, September 2015
- Potential online shoppers
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- Figure 141: Spain: How they shop for groceries, in-store versus online, September 2015
- The consumer – Where they shop for groceries
- Mercadona attracts a third of primary shoppers
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- Figure 142: Spain: Where they spend most on groceries, September 2015
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- Figure 143: Spain: Where they spend most on groceries, by age and affluence, September 2015
- Four players dominate the secondary shop
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- Figure 144: Spain: Where else they shop for groceries in a typical month, September 2015
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- Figure 145: Spain: Where else they shop for groceries in a typical month, by age and affluence, September 2015
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
UK
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
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- Figure 146: Consumers: State of finances, 2009-15
- Food retailers’ sales
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- Figure 147: Food retailers: Breakdown of sector, 2015 (est)
- Figure 148: All food retailers: Sales, 2010-20
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- Figure 149: Channels of distribution for food and drink, 2014
- Socio-economic changes
- Prices
- Online
- Leading retailers
- Market shares
- Space allocation and product mix
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- Figure 150: Leading food retailers: Sales mix, 2014
- The consumer
- Tesco dominant
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- Figure 151: Retailer most money spent in during the last month, August 2015
- Main shop vs convenience
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- Figure 152: Proportions of grocery shoppers who have changed the way they shop in the last year, August 2015
- What do people want from their supermarket?
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- Figure 153: Most important factor in choosing where to shop, August 2015
- Key factors by supermarket used
- Satisfaction
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- Figure 154: Overall net satisfaction with main retailer by criteria, August 2015
- Opening hours
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- Figure 155: Attitudes towards Sunday opening, August 2015
- Pricing
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- Figure 156: Attitudes towards grocers’ pricing, August 2015
- Non-foods
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- Figure 157: Attitudes towards buying non-foods and services from grocery retailers, August 2015
- What we think
- Issues and Insights
- Why are the superstores losing market share?
- The facts
- The implications
- Should the superstores be cutting prices?
- The facts
- The implications
- Is this the end of the superstore?
- The facts
- The implications
- Online – A threat?
- The facts
- The implications
- The market – What you need to know
- Consumer confidence
- Inflation
- Consumer spending
- Non-retail and services
- Sales mix
- Channels of distribution
- Sector prospects
- Socio-economic changes
- Prices
- Market drivers
- Consumer confidence
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- Figure 158: Consumers: State of finances, 2009-2015
- Food tracker
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- Figure 159: People who look out for special offers, Dec 2013-Aug 2015
- Aldi, Lidl
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- Figure 160: People who shop more or the same at Aldi and Lidl, Dec 2013-Aug 2015
- Inflation
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- Figure 161: Food and drink inflation, 2010-15
- Consumer spending on food and drink
- Food and drink
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- Figure 162: Spending on food drink and tobacco, 2010-14
- Non-foods
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- Figure 163: Spending on key non-food categories, 2010-14
- Non-retail and services
- Fuel
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- Figure 164: Leading food retailers: Share of fuel sales, 2011-14
- Banking and financial services
- Other non-retail
- Food retailers sales mix
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- Figure 165: Food retailers: Sales, by product, 2014
- Channels of distribution
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- Figure 166: Channels of distribution for food and drink, 2014
- Sector size and forecast
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- Figure 167: All food retailers, year-on-year growth 2010-15
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- Figure 168: Food retailers market size (including VAT), 2010-14
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- Figure 169: Food retailers: Breakdown of sector, 2015 (est)
- Forecast
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- Figure 170: All food retailers: Sales, 2010-20
- Figure 171: All food retailers: Sales 2010-2020
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- Figure 172: Food superstores: Sales 2010-20
- Figure 173: Food superstores: Sales 2010-20
- Figure 174: Convenience stores: Sales value, 2010-20
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- Figure 175: Convenience stores: Sales value, 2010-20
- Figure 176: Discounters and other value retailers: Sales value, 2010-20
- Figure 177: Discounters and other value retailers: Sales value, 2010-20
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- Figure 178: Food and drink specialists: Sales, 2010-20
- Figure 179: Food and drink specialists: sales 2010-2020
- Where people live
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- Figure 180: Proportion of people renting their homes, 2001-14
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- Figure 181: Profile of population, by nature of home tenure, 2014
- Pricing and the CMA report
- Which?’s complaints
- The CMA response
- Where next?
- Key players – What you need to know
- Online
- Leading retailers
- Market shares
- Space allocation and product mix
- Innovation and launch activity
- Enhanced in-store experience
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- Figure 182: Asda in-store virtual reality Halloween experience, Watford
- Making shopping trips easier
- “Transumers”
- New not-for-profit grocery store concept
- ‘App-less’ shopping platform
- 24/7 click-and-collect
- Amazon ups the ante with one-hour grocery service
- Speciality supermarket
- Discount grocery chain targeting value-conscious shoppers
- Leading grocery retailers: Key metrics
- 2014: A year to forget for the major operators
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- Figure 183: Leading grocery retailers: Net sales, 2010-14
- The market remains tough but there are signs of improvement for the majors
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- Figure 184: Like-for-like sales performance, Exc. VAT and Fuel, Q1 2014-Q2 2015
- Store numbers and sales per outlet
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- Figure 185: Leading grocery retailers: Store numbers, 2010-14
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- Figure 186: Leading grocery retailers: Annual sales per outlet, 2010-14
- Sales area and sales densities
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- Figure 187: Leading grocery retailers: Total sales area, 2010-14
- Figure 188: Leading grocery retailers: Annual sales per sq m, 2010-14
- Operating profits and margins
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- Figure 189: Leading grocery retailers: Operating profits, 2010-14
- Figure 190: Leading grocery retailers: Operating margins, 2010-14
- Market shares
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- Figure 191: Leading grocery retailers: Share of sector sales, 2014
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- Figure 192: Leading grocery retailers: Share of sector sales, 2010-15
- Figure 193: Market shares: The Big Four grocery multiples, 2010-15
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- Figure 194: Market shares: Aldi and Lidl, 2010-15
- A note on our market shares
- Space allocation and retail product mix
- Online
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- Figure 195: Online sales by grocers as a % of all grocery sector sales, 2010-15
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- Figure 196: Online sales by grocers, (including VAT), 2010-15
- Figure 197: Online sales by grocers, (including VAT), 2010-15
- Market shares
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- Figure 198: Leading online grocery retailers market shares, 2014
- Figure 199: Leading online grocery retailers market shares, 2010-14
- Coverage and fulfilment
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- Figure 200: Major grocery retailers offering grocery click-and-collect services, 2015
- Space allocation summary
- Summary data and classifications
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- Figure 201: Food, non-food standard classifications, 2015
- Convenience – Comparison goods
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- Figure 202: UK leading food retailers: Convenience comparison overview split, October 2015
- Figure 203: UK leading food retailers: Detailed convenience comparison split, October 2015
- Fresh food focus
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- Figure 204: UK leading food retailers: Food and drink categories as a percentage of total space allocated to food and drink, October 2015
- Detailed space allocation data
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- Figure 205: UK leading food retailers: Overview percentage linear shelf space split in front of the checkout area by Food and Non-alcoholic drinks, Alcohol, Grocery non-foods, and General merchandise, October 2015
- Figure 206: UK hypermarkets: Estimated space allocations, October 2015
- Figure 207: UK hypermarkets: Estimated space allocations, October 2015 (continued)
-
- Figure 208: UK hypermarkets: Estimated space allocations, October 2015 (continued)
- Figure 209: UK hypermarkets: Estimated space allocations, October 2015 (continued)
- Figure 210: UK leading superstores: Estimated space allocations, October 2015
-
- Figure 211: UK leading superstores: Estimated space allocations, October 2015 (continued)
- Figure 212: UK leading superstores: Estimated space allocations, October 2015 (continued)
- Figure 213: UK leading superstores: Estimated space allocations, October 2015 (continued)
-
- Figure 214: UK smaller stores and hard discounters: Estimated space allocations, October 2015
- Figure 215: UK smaller stores and hard discounters: Estimated space allocations, October 2015 (continued)
- Figure 216: UK smaller stores and hard discounters: Estimated space allocations, October 2015 (continued)
- Figure 217: UK smaller stores and hard discounters: Estimated space allocations, October 2015 (continued)
- Retail product mix
-
- Figure 218: Leading food retailers: Estimated sales mix, 2014
- Figure 219: Leading food retailers: Sales as % all retail sales, 2014
-
- Figure 220: Sales density, by broad product category, 2014
- Figure 221: Major food retailers: Estimated market share of key categories, 2014
- Brand research – Supermarkets
- What you need to know
- Brand map
-
- Figure 222: Attitudes towards and usage of selected supermarket brands, August 2015
- Key brand metrics
-
- Figure 223: Key metrics for selected supermarket brands, August 2015
- Brand attitudes: Established supermarkets defined by wide presence
-
- Figure 224: Attitudes, by supermarket brand, August 2015
- Brand personality: M&S Simply Food and Waitrose have exclusive images, while The Co-operative is seen as boring or tired
-
- Figure 225: Brand personality – Macro image, August 2015
- Aldi, Lidl and Iceland still seen as somewhat basic by many
-
- Figure 226: Brand personality – Micro image, August 2015
- Brand analysis
- The Big Four remain largely dominant
- Customer service and wide availability likely to influence usage
- Aldi overtakes Morrisons on trust
- Aldi and Lidl continue to build trust
- Both brands cause consumers to redefine what counts as value
- Iceland’s prospects improve
- M&S Simply Food and Waitrose still noted for quality and being expensive
- Differentiation from other supermarkets protects M&S Simply Food and Waitrose image and position
- The Co-operative has an ethical image but also seen in more negative terms than other brands
- Negative perceptions do not appear to influence a drop in usage however
- Advertising and marketing activity
- Sector advertising spend up 6.2% in 2014
-
- Figure 227: Recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarket and online grocers, 2011-14
- Asda is the biggest spender
-
- Figure 228: Recorded above-the-line, online display and direct mail total advertising expenditure by leading UK grocery retailers, 2011-14
- Share of advertising spend
-
- Figure 229: Percentage media type split of recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarkets and online grocers, 2011-14
- Figure 230: Percentage of recorded above-the-line, online display and direct mail total advertising expenditure by the UK’s leading grocery retailers, by media type, 2014
- A note on adspend
- The consumer – What you need to know
- Tesco dominant
- Main shop vs convenience
- What do people want from their supermarket?
- Key factors by supermarket used
- Satisfaction
- Opening hours
- Pricing
- Non-foods
- Where they shop
- Who does the shopping
- Main shop vs convenience shop
-
- Figure 231: Profile of grocery shoppers, by how often they shop, August, 2015
-
- Figure 232: Proportions of grocery shoppers who have changed the way they shop in the last year, August 2015
-
- Figure 233: Profile of those who have changed their shopping habits, August 2015
-
- Figure 234: Profile of those who have changed their shopping habits, August 2015
- Online vs in-store
-
- Figure 235: Online and in-store shoppers, August 2015
- Figure 236: Profile of main shop and top-up shoppers, by where they shop, August 2015
- Main shop
-
- Figure 237: Retailer most money spent in during the last month, August 2015
-
- Figure 238: Profile of main shoppers, August 2015
- 2015 vs 2013
-
- Figure 239: Retailer most money spent with in last month, August 2013 and August 2015
- Also shop
-
- Figure 240: Retailer also used in a typical month, August 2015
-
- Figure 241: Profile of shoppers at “also used” shops, August 2015
- How many retailers used?
-
- Figure 242: Number of different retailers “also used” in the last month, August 2015
-
- Figure 243: Profile of shoppers by the number of other supermarkets used, August 2015
- Factors important in choosing a supermarket
-
- Figure 244: Factors in choosing where to shop, August 2015
-
- Figure 245: Most important factor in choosing where to shop, August 2015
- Who chooses which factors
-
- Figure 246: Profile of people valuing key factors, August 2015
- Top rank
-
- Figure 247: Profile of those who chose the factor first, August 2015
- Regional differences
-
- Figure 248: Regional profile of factor preferences, August 2015
- Prices – A consumer perspective
- Key factors vs where people shop
- Tesco
-
- Figure 249: Tesco shoppers: Relative importance of key factors, August 2015
- Sainsbury’s
-
- Figure 250: Sainsbury’s shoppers: Relative importance of key factors, August 2015
- Asda
-
- Figure 251: Asda shoppers: Relative importance of key factors, August 2015
- Morrisons
-
- Figure 252: Morrisons shoppers: Relative importance of key factors, August 2015
- Aldi
-
- Figure 253: Aldi shoppers: Relative importance of key factors, August 2015
- Most important factor
-
- Figure 254: Most important factor by where people shop most, August 2015
- The CMA report
- Customer satisfaction with grocery shopping
-
- Figure 255: Overall net satisfaction with main retailer by criteria, August 2015
-
- Figure 256: Key drivers of overall satisfaction with the main grocery retailer used, August 2015
- Figure 257: Overall satisfaction with the main grocery retailer used – Key driver output, August 2015
- Quality of fresh foods
-
- Figure 258: Satisfaction with fresh food quality, by most used retailer, August 2015
-
- Figure 259: Satisfaction with ready meal quality, by most used retailer, August 2015
- Service
-
- Figure 260: Satisfaction with customer service, by most used retailer, August 2015
-
- Figure 261: Satisfaction with décor and cleanliness, by most used retailer, August 2015
- Checkouts
-
- Figure 262: Satisfaction with waiting time at checkout, by most used retailer, August 2015
- Availability
-
- Figure 263: Satisfaction with availability, by most used retailer, August 2015
- Satisfaction by retailer
- Attitudes towards opening hours
-
- Figure 264: Attitudes towards Sunday opening, August 2015
-
- Figure 265: Profile of those who agree/disagree with longer opening hours, August 2015
-
- Figure 266: Customers of major supermarkets who would like longer opening hours, August 2015
- Attitudes towards grocery pricing
-
- Figure 267: Attitudes towards grocers’ pricing, August 2015
-
- Figure 268: Attitudes towards supermarket promotion, by where people do their main shop, August 2015
-
- Figure 269: Trust in supermarket price matching promises, by where people do their main shop, August 2015
-
- Figure 270: People thinking that supermarkets raise prices ahead of promotions, by where they do their main shop, August 2015
- Grocers and non-foods
-
- Figure 271: Attitudes towards buying non-foods and services from grocery retailers, August 2015
- Non-foods and retailers used
- Impulse buys
-
- Figure 272: Impulse buyers by where they do their main shop, August 2015
-
- Figure 273: Buyers of non-foods as part of regular shop, August 2015
- Services
-
- Figure 274: Users of supermarket financial services by where they do their main shop, August 2015
- Appendix – Data sources, abbreviations and support information
- Key driver analysis
- Methodology
- Interpretation of results
-
- Figure 275: Overall satisfaction with the main grocery retailer used – Key driver output, August 2015
-
- Figure 276: Satisfaction with the main grocery retailer used, August 2015
- Data sources
- Financial definitions
- VAT
- Forecast methodology
- Abbreviations
Ahold Group
-
- What we think
- Ahold and Delhaize to merge
- Online: a key growth area
- Innovative store formats
- Company background
- Company performance
-
- Figure 277: Ahold Group: Retail division financial performance, excl. VAT, 2010-14
-
- Figure 278: Ahold Group: Outlet data, 2010-14
- Retail offering
Aldi
-
- What we think
- Aldi Sud still the innovator
- The UK
- Costs
- Online
- Everywhere else
- Company background
- Company performance
-
- Figure 279: Aldi: Group financial performance, 2010-14
- Figure 280: Aldi: Outlet data, 2010-14
- Retail offering
Asda Group
-
- What we think
- Poor performance
- Cost cutting
- Quality
- The customer point of view
- Black Friday
- Where next
- Company background
- Company performance
-
- Figure 281: Asda Group Ltd: Group financial performance, 2010-14
-
- Figure 282: Asda Group Ltd: Outlet data, 2010-14
- Retail offering
Auchan
-
- What we think
- A primarily hypermarket business
- Growing importance of Eastern Europe
- What of the future?
- Company background
- Company performance
-
- Figure 283: Auchan: Group financial performance, 2010-14
- Figure 284: Auchan: Revenue by region, 2010-14
-
- Figure 285: Auchan: Retail sales estimates by country (Europe only), 2010-14
- Stores
- Supermarkets
-
- Figure 286: Auchan: Outlet data (consolidated stores only), 2010-14
- Other retail formats
- Groupe Auchan – Non retail activities
- Retail Offering
Carrefour
-
- What we think
- Turnaround plan bearing fruit
- Smaller stores
- Online a prime focus
- Company background
- Company performance
-
- Figure 287: Carrefour: Group financial performance, 2010-14
- Figure 288: Carrefour: Outlet data, 2010-14
-
- Figure 289: Carrefour (Europe): Outlet numbers 2012-14
- Figure 290: Carrefour: European hypermarket numbers (directly operated stores only), 2014
-
- Figure 291: Carrefour: European supermarket numbers (directly operated stores only), 2014
- Figure 292: Carrefour: European C-store numbers (directly operated stores only), 2014
- Retail offering
Casino
-
- What we think
- Reinventing Géant
- Middle ground the problem
- A focus on convenience
- Company background
- Company performance
-
- Figure 293: Casino: Group financial performance, excl. sales tax, 2010-14
-
- Figure 294: Casino: Outlet data (excluding franchises), 2010-14
- Retail offering
The Co-operative Food
-
- What we think
- Bringing down the price of fresh food
- Local and to-go
- No plans to launch into online grocery
- Large stores strategy
- Meeting demand for little, but often grocery shopping
- Company background
- Company performance
-
- Figure 295: The Co-operative Food: Group financial performance, 2010/11-2014/15
-
- Figure 296: The Co-operative Food: Outlet data, 2010/11-2014/15
- Retail offering
Dia
-
- What we think
- Major changes
- Spain starts to pick up
- Mixed portfolio adds flexibility
- Balancing a softer positioning with cost efficiencies
- International
- Company background
- Company performance
-
- Figure 297: Dia: Group financial performance, 2011-14
- Figure 298: Dia: Group outlet data, 2011-14
-
- Figure 299: Dia Spain: Store formats
- Retail offering
Edeka Group
-
- What we think
- Gastronomy attractions to inspire and attract customers
- Tapping into growth markets
- Upgrading the discount in-store experience
- The first German discount supermarket to join a loyalty scheme
- Innovative time-saving click and collect proposition
- Expanded online offering
- Company background
- Company performance
-
- Figure 300: Edeka Group: Core food retailing financial performance, 2010-14
- Figure 301: Edeka Group: Outlet data, 2010-14
- Retail offering
Iceland Foods
-
- What we think
- New store format offers more reasons to visit
- Online operation worth £100m a year in sales
- Frozen food credentials
- Company background
- Company performance
-
- Figure 302: Iceland Foods Ltd: Group financial performance, 2010/11-2014/15
- Figure 303: Iceland Foods Ltd: Outlet data, 2010/11-2014/15
- Retail offering
Intermarché /ITM Entreprises (Groupement des Mousquetaires)
-
- What we think
- Mag3.E enhanced in-store shopping experience
- Bargaining strength through joint purchasing alliances
- Tapping into new technology to make in-store shopping quicker
- Polish expansion on the back of dynamic sales growth in 2014
- Drive-thru service expansion and click-and-collect lockers roll-out
- Company background
- Company performance
-
- Figure 304: Groupement des Mousquetaires (Intermarché /ITM Entreprises): Core European retail activity financial performance, 2010-14
-
- Figure 305: Groupement des Mousquetaires (Intermarché /ITM Entreprises): Core European retail outlet data, 2010-2014
- Retail offering
Jerónimo Martins
-
- What we think
- New strategy to lift Biedronka sales and profitability
- Leveraging sales through promotions and innovative new products in Portugal
- Online grocery services
- Company background
- Company performance
-
- Figure 306: Jerónimo Martins - European grocery retail: financial performance, 2010-14
-
- Figure 307: Jerónimo Martins - European grocery retail: Outlet data, 2010-14
- Retail offering
E Leclerc
-
- What we think
- Drive continues to perform well
- Investing for the future
- Strengthening its position via alliances
- Company background
- Company performance
-
- Figure 308: E Leclerc: Group financial performance, excl. VAT, 2010-14
- Figure 309: E.Leclerc: Estimated international sales by country, excl. VAT, Inc. fuel, 2011-14
-
- Figure 310: E. Leclerc: Group outlet data, 2010-14
- Retail offering
Marks & Spencer (UK food)
-
- What we think
- Differentiation through product offering
- Well positioned to capitalise on the demand for little, but often grocery shopping
- More stores carrying the full food product range
- Tapping into wearable technology to make food shopping easier
- Click-and-collect service gives consumers another reason to visit M&S Simply Food stores
- Enhanced in-store food experiences
- Overseas store expansion
- M&S Sparks
- Limited online grocery service, which is sufficient for its positioning
- Company background
- Company performance
-
- Figure 311: Marks & Spencer (UK food): Group financial performance, 2010/11-2014/15
-
- Figure 312: Marks & Spencer (UK food): Food outlets, by format, 2010/11-2014/15
- Figure 313: Marks & Spencer (UK food): Outlet data, 2010/11-2014/15
- Retail offering
Mercadona
-
- What we think
- Solid performance
- Strong balance sheet
- Integrated suppliers and own brands
- Continued investment in stores
- Competition builds
- Company background
- Company performance
-
- Figure 314: Mercadona: Financial performance, 2010-14
-
- Figure 315: Mercadona: Outlet data, 2010-14
- Retail offering
Ocado
-
- What we think
- Appealing to a different market
-
- Figure 316: Ocado: New customer household income distribution (by year of registration), 2010 and May 2015
- Still no news on international tie-up
- Amazon eyeing the market
- Click-and-collect slow to develop
- Company background
- Company performance
-
- Figure 317: Ocado Ltd: Group financial performance, 2009/10-2013/14
- Retail offering
Real (Metro Group)
-
- What we think
- New buying deal should bolster Real’s competitive position
- Store revamp programme yielding positive results
- A new and more efficient logistical infrastructure to come on-stream in early 2017
- A new convenient food venture
- Company background
- Company performance
-
- Figure 318: Real: Group financial performance, 2010/11-2014/15
- Figure 319: Real: Outlet data, 2010/11-2014/15
- Retail offering
Rewe
-
- What we think
- Penny
- Online
- Where next
- Company background
- Company performance
-
- Figure 320: Rewe: Group financial performance, 2010-14
-
- Figure 321: Rewe: Outlet data, 2010-14
- Retail offering
- Rewe
- Penny
- Penny
J. Sainsbury
-
- What we think
- Sainsbury’s stands out
- Doing it right
- Netto
- Where next
- Company background
- Company performance
-
- Figure 322: J. Sainsbury: Group financial performance, 2010/11-2014/15
-
- Figure 323: J. Sainsbury: Outlet data, 2010/11-2014/15
- Retail offering
Schwarz Group (Lidl, Kaufland)
-
- What we think
- Cost
- Kaufland
- Expansion
- Where next
- Company background
- Company performance
-
- Figure 324: Schwarz Group: Group financial performance, 2010/11-2014/15
-
- Figure 325: Schwarz Group: Outlet data, 2010/11-2014/15
- Retail offering
Spar International
-
- What we think
- Transit locations
- Pushing its health and wellness credentials
- Leading the contactless payment revolution
- Strengthening local ties
- New digital strategy to connect with Millennials
- An award winning brand
- Building on its foodservice offering
- Company background
- Company performance
-
- Figure 326: Spar International: Retail sales, by country, 2010-14
-
- Figure 327: Spar International: Outlets, 2010-14
- Figure 328: Spar International: Retail sales area, 2010-14
- Figure 329: Spar International: Sales per sq m, by country, 2010-14
- Retail offering
Tesco
-
- What we think
- Moving on
- Dave Lewis
- Reinvestment in stores
- Balance sheet
- The store portfolio
- International
- Cause for optimism
- Company background
- Company performance
-
- Figure 330: Tesco store portfolio, 2014-15
-
- Figure 331: Tesco Plc: Group financial performance, 2010/11-2014/15
- Figure 332: Tesco Plc: Outlet data, 2010/11-2014/15
- Retail offering
Waitrose
-
- What we think
- Customised loyalty scheme deepening the brand’s value credentials
- Compelling in-store experiences to drive footfall and increase dwell time
- Building its online business
- Customer driven services differentiator
- Adapting to changing consumer shopping habits
- Company background
- Company performance
-
- Figure 333: Waitrose Ltd: Group financial performance, 2010/11-2014/15
-
- Figure 334: Waitrose Ltd: Outlet data, 2010/11-2014/15
- Retail offering
Wm Morrison Group
-
- What we think
- Everyday low price positioning
- Contactless payment, express checkouts, extended opening hours
- Bespoke store format that resonates with local communities
-
- Figure 335: Morrisons, Weybridge: Fresh vegetable product display, January 2015
- Online service lacks coverage and delivery options
- New convenience store format
- Geo-location advertising method boosts intent to buy
- Company background
- Company performance
-
- Figure 336: Wm Morrison Group: Group financial performance, 2010/11-2014/15
-
- Figure 337: Wm Morrison Group: Outlet data, 2010/11-2014/15
- Retail offering
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