Table of Contents
Europe – Overview
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- Areas covered in this Report
- Consumer research coverage
- Technical notes
- Consumer spending
- Retail sales
- Financial definitions
- Currencies
- Abbreviations
- VAT rates
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- Figure 1: VAT rates around Europe, 2011-16
Executive Summary – Europe – The Market
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- The market
- Sector size and forecast
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- Figure 2: Europe: Food retailers’ sales, excl. VAT, 2011-16
- Figure 3: Europe: Food retailers’ forecast sales, excl. VAT, 2016-21
- Consumer spending
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- Figure 4: Europe: Consumer spending on food, drink and tobacco, inc VAT, 2011-15
- Figure 5: Europe: Consumer spending on health and beauty products, inc. VAT, 2011-15
- Inflation
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- Figure 6: Europe: Harmonised index of food and non-alcoholic beverages prices, annual % change, 2011-15
- Figure 7: Europe: Harmonised index of alcohol and tobacco prices, annual % change, 2011-15
- Online
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- Figure 8: Europe online food retailing: Usage and share of sales, 2015
- Leading players
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- Figure 9: Europe: Leading food retailers, Sales, 2013/14-2015/16
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- Figure 10: Europe: Leading food retailers, Outlets, 2013/14-2015/16
- Figure 11: Europe: Leading food retailers, Sales per outlet, 2013/14-2015/16
- Market shares
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- Figure 12: Europe: Top 20 food retailers relative to all food retailers sales, 2013/14-2015/16
- What we think
- Food shopping habits changing
- Discounters have gained strength
- C-stores are a growth area
- UK leads the way online
- Where next?
Executive Summary – Europe – The Consumer
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- Frequency of grocery shopping
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- Figure 13: Europe: Frequency of grocery shopping, average times per week, September 2016
- How they shop – In-store versus online
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- Figure 14: Continental Europe: In-store vs online grocery shopping, main weekly/monthly shop, September 2016
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- Figure 15: Continental Europe: In-store vs online grocery shopping, smaller/top-up shops, September 2016
- Types of retailer used
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- Figure 16: Europe: Food retailers used in the last six months, Q3 2016
- Reasons for shopping at the most-used retailer
- Top rank
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- Figure 17: Europe: Top five reasons for shopping at the retailer they spend the most with in a typical month, September 2016
- Any rank
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- Figure 18: Europe: Reasons for shopping at the retailer they spend the most with in a typical month, any rank, September 2016
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- Figure 19: Ranking of reasons for choosing a retailer by proportion choosing that factor, September 2016
- Attitudes to grocery shopping.
- Organics
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- Figure 20: Europe: Those agreeing that organics are worth paying more for, Q3 2016
- Waste
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- Figure 21: Europe: Those who do not buy special offers to avoid throwing things away, Q3 2016
- Market leaders
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- Figure 22: Europe: Most used retailer by country, % spending most there in a typical month, September 2016
Executive Summary – Europe – Innovation and Launch Activity
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- Vending machine for round-the-clock grocery shopping
- Helping consumers shop more efficiently for groceries
- VR in the supermarket
- Fresh produce grown on-site
- Sicilian-based grocery chain Prezzemolo & Vitale opens its first store in London
- Simply offers personal assistant service for the blind
- Edeka launches new cooking channel on YouTube
- Aldi launches 'well-being portal' online
- Click-and-collect for consumers who are travelling by boat
- Carrefour Market trials one-hour delivery system
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 23: France: Grocery market size segmentation, 2015
- Channels of distribution
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- Figure 24: France: Estimated distribution of spending on food and drink, 2015
- Sector size and forecast
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- Figure 25: France: Retail sales by format, annual % growth in value sales (incl. VAT), 2011-15
- Leading players
- Key metrics
- Market shares
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- Figure 26: France: Leading grocers’ shares of all food retailers sales, 2015
- Online
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- Figure 27: France: Leading grocery retailers’ turnover from Drive services, 2015
- The consumer
- Who shops for groceries
- How they shop for groceries
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- Figure 28: France: Reasons for shopping for groceries online, Q1 2016
- Where they shop for groceries
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- Figure 29: France: Grocery retailer they spend the most with in a typical month, September 2016
- Reasons for shopping at preferred retailer
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- Figure 30: France: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
- What we think
- Issues and Insights
- A changing retail environment
- The facts
- The implications
- Ethical shopping
- The facts
- The implications
- The Market – What You Need to Know
- A weak economy
- Spending on food and drink non-discretionary
- Price holding back value growth
- Grocers are the primary channel for buying food and drink
- Total retail sales recovered in 2015, further growth forecast in 2016
- Spending and Inflation
- Economic growth is sluggish
- Deflation and price war holding back spending on groceries
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- Figure 31: France: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
- Inflation
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- Figure 32: France: Consumer prices of food and drink, annual % change, 2011-15
- Figure 33: France: Consumer prices of food and drink, annual % change, March 2015-Sept 2016
- Channels of distribution
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- Figure 34: France: Proportion of consumers shopping for groceries at various types of shop in the last six months, Q1 2016
- Grocers dominate
- Specialists a vital part of French daily life
- Other players’ share is small
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- Figure 35: France: Estimated distribution of spending on food and drink, 2015
- Sector Size and Forecast
- Total retail sales recovered in 2015, further growth forecast in 2016
- Specialists outpacing the grocers
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- Figure 36: France: Food retailers’ sales (excl. VAT), 2012-16
- But smaller stores outperforming larger ones
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- Figure 37: France: Retail sales by format, annual % growth in value sales (incl. VAT), 2011-15
- Decline in non-food sales at the grocers
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- Figure 38: France: Sales in supermarkets and hypermarkets by type of product, January 2011-November 2014
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- Figure 39: France: Food retailers’ sales forecast (excl. VAT), 2016-21
- Leading Players – What You Need to Know
- Retailers evolving to meet demands of changing behaviour
- Little change in overall market shares, but variation by store type
- Online dominated by Drive services
- Competition hotting up in Paris for rapid home delivery
- Leading Players
- A multi-format sector to serve a changing market
- Hypermarkets in decline…
- …as c-stores and small supermarkets thrive
- Discounters
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- Figure 40: France: Leading grocers, by sales (excl. VAT), 2013-15
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- Figure 41: France: Leading grocers, outlet numbers, 2013-15
- Figure 42: France: Leading grocers, sales per outlet, 2013-15
- Market Shares
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- Figure 43: France: Leading grocers’ shares of all food retailers sales, 2013-15
- Online
- Online sales in France
- Shopping online for food
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- Figure 44: France: Percentage of all individuals purchasing online in the past 12 months, 2011-15
- Figure 45: France: Online purchasing, 2011-15
- Drive dominates e-commerce in groceries
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- Figure 46: France: Leading grocery retailers’ turnover from drive services, 2015
- Figure 47: France: Leading grocery retailers’ drive locations, January 2016
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- Figure 48: France: Grocery home delivery services, 2016
- The Consumer – What You Need To Know
- Shopping still mainly women’s work
- Top-up shopping widespread
- Online popular for 20% of people
- Money concerns influence shopping behaviour
- Ethical/organic/green shopping on the up
- Leclerc and Carrefour the most popular grocers
- Convenience more important than price
- Important factors vary by retailer
- Who Shops for Groceries
- Two-thirds of adults are responsible for grocery shopping
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- Figure 49: France: Who is responsible for grocery shopping, September 2016
- Men doing more shopping
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- Figure 50: France: Who is responsible for grocery shopping, by gender, September 2016
- How They Shop for Groceries
- Top up shopping popular
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- Figure 51: France: Frequency of grocery shopping, September 2016
- In-store versus online
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- Figure 52: France: In-store vs online grocery shopping, September 2016
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- Figure 53: France: Frequency of shopping online for groceries in the last six months, Q1 2016
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- Figure 54: France: Reasons for shopping for groceries online, Q1 2016
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- Figure 55: France: Reasons for not shopping for groceries online, Q1 2016
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- Figure 56: France: Grocery purchasing services used in the past/interested in using in the future, Q1 2016
- Shopping behaviours
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- Figure 57: France: Grocery shopping habits, Q3 2016
- Ethical/organic/green shopping on the up
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- Figure 58: France: Grocery shopping habits, Q4 2015 and Q3 2016
- Where They Shop for Groceries
- A quarter of primary shoppers use Leclerc
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- Figure 59: France: Grocery retailer they spend the most with in a typical month, September 2016
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- Figure 60: France: Grocery retailer they spend the most with in a typical month, by average age and income, September 2016
- Reasons for Shopping at Most-Used Retailer
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- Figure 61: France: Reasons for shopping at the retailer they spend the most with in a typical month (net any rank), September 2016
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- Figure 62: France: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
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- Figure 63: France: Agreement that convenience is a reason for shopping at a retailer (net any rank), by retailer, September 2016
- Figure 64: France: Agreement that price is a reason for shopping at a retailer (net any rank), by retailer, September 2016
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- Figure 65: France: Agreement that items being in stock is a reason for shopping at a retailer (net any rank), by retailer, September 2016
- Figure 66: France: Agreement that a good range of non-food products is a reason for shopping at a retailer (net any rank), by retailer, September 2016
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- Figure 67: France: Agreement that friendly/helpful staff are a reason for shopping at a retailer (net any rank), by retailer, September 2016
- 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
- Consumer spending
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- Figure 68: Germany: Annual % change in consumer spending (incl. VAT), 2012-16
- Inflation
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- Figure 69: Germany: Consumer prices of food and drink, annual % change, January 2015-September 2016
- Channels of distribution
- Sector size and forecast
- Leading players
- Key metrics
- Market shares
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- Figure 70: Germany: Leading grocers’ shares of all food retailers sales, 2015
- Online
- The consumer
- Who shops for groceries
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- Figure 71: Germany: Who is responsible for grocery shopping, September 2016
- How they shop for groceries
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- Figure 72: Germany: Frequency of grocery shopping, September 2016
- Where they shop for groceries
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- Figure 73: Germany: Grocery retailer they spend the most with in a typical month, September 2016
- Reasons for shopping at most-used retailer
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- Figure 74: Germany: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
- What we think
- Issues and Insights
- Could shrinking store estates provide impetus for e-commerce?
- The facts
- The implications
- What now for Real?
- The facts
- The implications
- The battle for Kaiser’s Tengelmann
- The facts
- The implications
- The Market – What You Need to Know
- Growth in spending slows
- Inflation continues to fall
- Spending split between supermarkets and discounters
- Grocers, the driver of food retailers’ growth
- Low but steady growth forecast
- Spending and Inflation
- German growth driven by consumption
- Falling inflation slows growth in spending on food
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- Figure 75: Germany: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
- Inflation continues to fall
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- Figure 76: Germany: Consumer prices of food and drink, annual % change, 2011-15
- Figure 77: Germany: Consumer prices of food and drink, annual % change, January 2015-Sept ember 2016
- Channels of distribution
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- Figure 78: Germany: Estimated distribution of spending on food, beverages and tobacco, 2015
- Sector Size and Forecast
- Food retailers grow in line with all retail sales
- Grocers still taking spending away from specialists
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- Figure 79: Germany: Food retailers’ sales (excl. VAT), 2011-16
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- Figure 80: Germany: Food retailers’ sales forecast (excl. VAT), 2016-21
- Leading Players – What You Need to Know
- Supermarkets’ share of leading retailers’ sales stabilises
- Edeka leads
- Lidl narrows the gap on Aldi
- Rate of store closures accelerates
- Little change in market shares
- Online remains small
- Leading Players
- Little change in share by operation
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- Figure 81: Germany: Share of leading 15 grocery retailers’ sales, by operation type, 2013-15
- Edeka, the market leader
- Aldi comes together
- Real continues to decline
- Could the battle for Kaiser’s Tengelmann be at an end?
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- Figure 82: Germany: Leading grocers, by sales (excl. VAT), 2013-15
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- Figure 83: Germany: Leading grocers, outlet numbers, 2013-15
- Figure 84: Germany: Leading grocers, Sales per outlet, 2013-15
- Market Shares
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- Figure 85: Germany: Leading grocers’ shares of all food retailers’ sales, 2013-15
- Online
- Online sales in Germany
- Shopping online for food
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- Figure 86: Germany: Percentage of all individuals purchasing online in the past 12 months, 2011-15
- Figure 87: Germany: Percentage of all individuals that have made an online food purchase in the last 12 months, European comparisons, 2011-15
- Online grocery players
- Edeka introduces collection points
- Lidl launches an online shop in Berlin
- Rewe enhances its delivery service
- Still waiting on Amazon Fresh
- The Consumer – What You Need To Know
- 63% wholly responsible for grocery shopping
- Germans prefer to shop multiple times per week
- German consumers stick to what they know
- Lidl, the most popular
- Convenience is the most important factor
- Who Shops for Groceries
- More Germans take full responsibility for grocery shopping
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- Figure 88: Germany: Who is responsible for grocery shopping, September 2015/September 2016
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- Figure 89: Germany Who is responsible for grocery shopping, by age and gender, September 2016
- How They Shop for Groceries
- Germans prefer to shop a few times a week
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- Figure 90: Germany: Frequency of grocery shopping, September 2016
- In-store shopping still preferred
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- Figure 91: Germany: In-store vs online grocery shopping, September 2016
- Online more popular with the young
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- Figure 92: Germany: In-store vs online grocery shopping, by age, September 2016
- Why they don’t shop online
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- Figure 93: Germany: Reasons for not shopping for groceries online, Q1 2016
- Why they shop online
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- Figure 94: Germany: Reasons for shopping for groceries online, Q1 2016
- Where They Shop for Groceries
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- Figure 95: Germany: Grocery retailer they spend the most with in a typical month, September 2016
- Shoppers increasingly spending the most at Aldi
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- Figure 96: Germany: Grocery retailer they spend the most with in a typical month, September 2014/2016
- Edeka targets the younger shoppers at Kaiser’s Tengelmann
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- Figure 97: Germany: Grocery retailer they spend the most with in a typical month, by average age and income, September 2016
- Reasons for Shopping at the Most-Used Retailer
- Promotions are a popular attraction
- Price and convenience most important factors
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- Figure 98: Germany: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
- 45-54 year olds prioritise convenience
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- Figure 99: Germany: Selected reasons for shopping at the retailer they spend the most with, 1st rank, by age group, September 2016
- Importance of low prices
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- Figure 100: Germany: Importance of having the lowest prices, by retailer they spend the most with, September 2016
- Lidl shoppers focus on price
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- Figure 101: Germany: Reasons for shopping at Lidl, net any rank percentage point difference from the overall average, September 2016
- Aldi offers price and speed
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- Figure 102: Germany: Reasons for shopping at Aldi, net any rank percentage point difference from the overall average, September 2016
- Rewe appeals on quality
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- Figure 103: Germany: Reasons for shopping at Rewe, net any rank percentage point difference from the overall average, September 2016
- Edeka/Marktkauf maintain high standards
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- Figure 104: Germany: Reasons for shopping at Edeka/Marktkauf, net any rank percentage point difference from the overall average, September 2016
- Kaufland offers broad range of promotions
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- Figure 105: Germany: Reasons for shopping at Kaufland, net any rank percentage point difference from the overall average, September 2016
- Netto stands out for its loyalty scheme
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- Figure 106: Germany: Reasons for shopping at Netto, net any rank percentage point difference from the overall average, September 2016
- 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
- Consumer spending
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- Figure 107: Italy: Annual % change in consumer spending, 2012-16
- Inflation
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- Figure 108: Italy: Consumer prices of food and drink, annual % change, Jan 2015 – Oct 2016
- Channels of distribution
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- Figure 109: Italy: Estimated distribution of spending on food and beverages, 2015
- Sector size and forecast
- Leading players
- Key metrics
- Market shares
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- Figure 110: Italy: Leading grocers’ share of all food retailers’ sales, 2015
- Online
- The consumer
- Who shops for groceries
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- Figure 111: Italy: Who is responsible for grocery shopping, September 2015/September 2016
- How they shop for groceries
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- Figure 112: Italy: Frequency of grocery shopping, September 2016
- Where they shop for groceries
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- Figure 113: Italy: Grocery retailer they spend the most with in a typical month, September 2015/ September 2016
- Reasons for shopping at most-used retailer
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- Figure 114: Italy: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
- What we think
- Issues and Insights
- The Italian home-grown discount sector
- The facts
- The implications
- A changing of the guard
- The facts
- The implications
- The Market – What You Need to Know
- Consumer spending picks up
- Inflation remains low
- Grocers account for 76% of spending on food and drink
- 2015 was a better year for food retailers
- Low growth forecast
- Spending and Inflation
- Italian economy remains weak
- Consumer spending growth picks up
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- Figure 115: Italy: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
- Inflation
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- Figure 116: Italy: Consumer prices of food and drink, annual % change, 2011-15
- Figure 117: Italy: Consumer prices of food and drink, annual % change, January 2015-October 2016
- Channels of distribution
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- Figure 118: Italy: Estimated distribution of spending on food and beverages, 2015
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- Figure 119: Italy: Estimated distribution of spending on food and beverages, 2011-15
- Sector Size and Forecast
- 2015 was a better year for food retailers
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- Figure 120: Italy: Food retailers’ sales (excl. VAT), 2011-16
- Figure 121: Italy: Food retailers’ sales forecast (excl. VAT), 2016-21
- Leading Players – What You Need To Know
- Coop Italia sales stabilise
- Aldi to launch in 2017
- Outlet numbers continue to decline
- Coop loses its market leading position
- Online remains small
- Leading Players
- Conad takes number one position
- Coop Italia sales stabilise
- Esselunga focusing on price
- Aldi to launch in 2017
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- Figure 122: Italy: Leading grocers, by sales (excl. VAT), 2013-15
- Outlet numbers continue to decline
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- Figure 123: Italy: Leading grocers, outlet numbers, 2013-15
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- Figure 124: Italy: Leading grocers, sales per outlet, 2013-15
- Market Shares
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- Figure 125: Italy: Leading grocers’ shares of all food retailers’ sales, 2013-15
- Online
- Online sales in Italy
- Shopping online for food
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- Figure 126: Italy: Percentage of all individuals purchasing online in the past 12 months, 2011-15
- Figure 127: Italy: Online purchasing in the past 12 months, European comparisons, 2015
- Leading online players
- The Consumer – What You Need To Know
- More consumers taking responsibility for grocery shopping
- Italians are regular shoppers
- Coop Italia still the most popular primary shopping destination
- Price and convenience the main reasons for shopping
- Who Shops for Groceries
- Taking on more responsibility
- Italians share responsibility more than their European peers
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- Figure 128: Italy: Who is responsible for grocery shopping, September 2015/September 2016
- 25-34 year-olds take greater responsibility
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- Figure 129: Italy: Who is responsible for grocery shopping, by age, September 2015/September 2016
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- Figure 130: Italy: Who is responsible for grocery shopping, by age and gender, September 2016
- How They Shop for Groceries
- Italians are frequent shoppers
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- Figure 131: Italy: Frequency of grocery shopping, September 2016
- In-store versus online
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- Figure 132: Italy: In-store vs online grocery shopping, September 2016
- Effort saving benefits of online shopping
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- Figure 133: Italy: Reasons for shopping for groceries online, Q1 2016
- Italians prefer to stick to what they know
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- Figure 134: Italy: Reasons for not shopping for groceries online, Q1 2016
- Online services struggling to convince shoppers
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- Figure 135: Italy: Grocery purchasing services used in the past/interested in using in the future, Q1 2016
- Bargain hunting on the rise
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- Figure 136: Italy: Grocery shopping habits, Q3 2016
- Where They Shop for Groceries
- Coop Italia still the most popular grocery retailer
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- Figure 137: Italy: Grocery retailer they spend the most with in a typical month, September 2016
- Conad Group closes the gap
- Discounters capturing primary shoppers
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- Figure 138: Italy: Grocery retailer they spend the most with in a typical month, September 2015/ September 2016
- Conad attracts the oldest shoppers
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- Figure 139: Italy: Grocery retailer they spend the most with in a typical month, by average age and income, September 2016
- Reasons for Shopping at Most-Used Retailer
- Price and convenience the main draws
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- Figure 140: Italy: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
- Priorities driven by necessity
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- Figure 141: Italy: Primary reason for shopping at grocery retailers, by average age and income, September 2016
- Coop Italia shoppers favour range and reliability
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- Figure 142: Italy: Reasons for shopping at Coop Italia, net any rank percentage point difference from the overall average, September 2016
- Conad shoppers want promotions and convenience
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- Figure 143: Italy: Reasons for shopping at Conad, net any rank percentage point difference from the overall average, September 2016
- Eurospin is all about the money
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- Figure 144: Italy: Reasons for shopping at Eurospin, net any rank percentage point difference from the overall average, September 2016
- Lidl has a broader appeal
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- Figure 145: Italy: Reasons for shopping at Lidl, net any rank percentage point difference from the overall average, September 2016
- Carrefour offers a fast and friendly shopping experience
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- Figure 146: Italy: Reasons for shopping at Carrefour, net any rank percentage point difference from the overall average, September 2016
- 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
- Consumer spending
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- Figure 147: Spain: Annual % change in consumer spending, 2011-15
- Inflation
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- Figure 148: Spain: Consumer prices of food and drink, annual % change, April 2015 – September 2016
- Channels of distribution
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- Figure 149: Spain: Estimated distribution of spending on food, drink and tobacco, 2015
- Sector size and forecast
- Leading players
- Key metrics
- Market shares
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- Figure 150: Spain: Leading grocers’ shares of all food retailers’ sales, 2015
- Online
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- Figure 151: Spain: Percentage of individuals buying online in the past 12 months, 2015
- The consumer
- Who shops for groceries
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- Figure 152: Spain: Who is responsible for grocery shopping, September 2016
- How they shop for groceries
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- Figure 153: Spain: Frequency of grocery shopping, September 2016
- Where they shop for groceries
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- Figure 154: Spain: Grocery retailer they spend the most with in a typical month, September 2016
- Reasons for shopping at most-used retailer
- What we think
- Issues and Insights
- Strengthening multichannel offer
- The facts
- The implications
- Tapping into changing shopping habits
- The facts
- The implications
- The Market – What You Need to Know
- Consumer spending boosted by economic recovery
- Food price inflation continues to rise
- Grocers account for more than two-thirds of spending
- Retail sales growth at food specialists set to slow
- Spending and Inflation
- The economy in Spain
- Consumer spending on food and drink
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- Figure 155: Spain: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
- Inflation
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- Figure 156: Spain: Consumer prices of food and drink, annual % change, 2011-15
- Figure 157: Spain: Consumer prices of food and drink, annual % change, April 2015 – September 2016
- Channels of distribution
- Grocers account for 71% of food and drink market
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- Figure 158: Spain: Estimated distribution of spending on food, drink and tobacco, 2015
- Sector Size and Forecast
- Growth of food specialists outpacing grocers
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- Figure 159: Spain: Food retailers’ sales (excl. VAT), 2012-16
- Figure 160: Spain: Forecast food retailers’ sales (excl. VAT), 2016-21
- Leading Players – What You Need to Know
- Mercadona continues to dominate
- Smaller, more frequent grocery shopping drives growth in convenience operations
- Discounters grow market share
- Online remains untapped
- Leading Players
- Mercadona maintains market leading position
- Retailers grow convenience operations
- Discounters continue to strengthen their position
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- Figure 161: Spain: Leading grocers, by sales (excl. VAT), 2013-15
- Figure 162: Spain: Leading grocers, outlet numbers, 2013-15
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- Figure 163: Spain: Leading grocers, sales per outlet, 2013-15
- Market Shares
- Consolidation continues
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- Figure 164: Spain: Leading grocers’ shares of all food retailers sales, 2013-15
- Online
- Online sales in Spain
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- Figure 165: Spain: Estimated online sales by product category, 2015
- Shopping online for food
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- Figure 166: Spain: Percentage of all individuals purchasing online in the past 12 months, 2011-15
- Figure 167: Spain: Online purchasing, 2011-15
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- Figure 168: Europe: Percentage of all individuals purchasing online in the past 12 months, 2015
- Leading players in online grocery retailing
- Amazon growing its fresh grocery offer
- The Consumer – What You Need To Know
- Responsibility falls on female consumers
- Two-thirds of people shop more than once a week
- Consumers still reluctant to embrace online
- Mercadona holds its dominant position
- Who Shops for Groceries
- A rise in the number of people responsible for food shopping
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- Figure 169: Spain: Who is responsible for grocery shopping, September 2016
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- Figure 170: Spain: Who is responsible for grocery shopping, September 2015 and September 2016
- Two-thirds of women take responsibility for grocery shopping
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- Figure 171: Spain: Who is responsible for grocery shopping, by gender, September 2016
- The gender gap most pronounced amongst older consumers
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- Figure 172: Spain: Who is responsible for grocery shopping, by age and gender, September 2016
- How They Shop for Groceries
- Two-thirds of consumers shop more than once a week
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- Figure 173: Spain: Frequency of grocery shopping, September 2016
- In-store vs online
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- Figure 174: Spain: In store vs online grocery shopping, September 2016
- Changing grocery shopping behaviour
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- Figure 175: Spain: Grocery shopping habits, by gender and age, Q3 2016
- Reasons for not shopping online
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- Figure 176: Spain: Grocery shopping habits, by gender and age, Q1 2016
- Where They Shop for Groceries
- Mercadona the go-to-retailer for a third of consumers
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- Figure 177: Spain: Grocery retailer they spend the most with in a typical month, September 2015-16
- Primary retailer impacted by financial situation
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- Figure 178: Spain: Grocery retailer they spend the most with in a typical month, by average age and income, September 2016
- Reasons for Shopping at Most-Used Retailer
- Convenience influences where consumers choose to shop
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- Figure 179: Spain: Reasons for shopping at the retailer they spend the most within a typical month (net any rank), September 2016
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- Figure 180: Spain: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
- Dia and Carrefour’s loyalty cards attract shoppers
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- Figure 181: Spain: Reasons for shopping at the retailer they spend the most with in a typical month (net any rank), by retailer, September 2016
- Appendix – Data Sources, Abbreviations and Supporting Information
- Abbreviations
- Data sources
UK
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- Overview
- What you need to know
- Products covered in this Report
- Executive Summary
- The market
- Confidence: bouncing back following Brexit
- Record deflation in the food categories but price rises imminent
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- Figure 182: Food and drink inflation, 2011-16
- Consumer spending on food takes a dive
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- Figure 183: Annual % change in the value, volume and prices in the food category, 2011-15
- Supermarkets’ sales falling but positive growth on the horizon
-
- Figure 184: Supermarkets market size (inc. VAT), 2011-21
- Increased choice has chipped away at sector share
-
- Figure 185: Estimated breakdown of sector sales, by channel, 2011-16
- Leading players
- The big four continue to lose market share
-
- Figure 186: Leading grocery retailers: Share of sector sales, 2015
- Continued growth in online could hurt supermarkets
-
- Figure 187: Leading online grocery retailers’ estimated market shares (excluding VAT), 2015
- Morrisons and Waitrose lead on fresh food allocation
-
- Figure 188: UK leading food retailers: food and drink categories as a percentage of total space allocated to food and drink, October 2016
- Improved levels of trust at Tesco, Sainsbury’s and Morrisons
-
- Figure 189: Attitudes towards and usage of selected brands, October and January 2016
- The consumer
- Most shop multiple times per week
-
- Figure 190: Frequency of grocery shopping, September 2016
- Most still spend the most in supermarkets
-
- Figure 191: Formats where the most money is spent in a typical month, September 2016
- Tesco the dominant player
-
- Figure 192: Primary and secondary usage by grocery, retailer used, September 2016
- Why they shop in supermarkets…
-
- Figure 193: Why they spend the most in supermarkets, September 2016
- …and why they don’t
-
- Figure 194: Why they do not spend the most in supermarkets, September 2016
- Availability a core concern for supermarket shoppers
-
- Figure 195: Areas that supermarkets shoppers would like to see improved, any rank, September 2016
- Shoppers in favour of the move to EDLP
-
- Figure 196: Attitudes towards pricing and promotions, September 2016
- Own-brand the differentiator
-
- Figure 197: Attitudes towards range reduction and own-brand, September 2016
- Brexit is likely to place greater scrutiny on sourcing
-
- Figure 198: Attitudes towards sourcing and the effect of Brexit, September 2016
- What we think
- Issues and Insights
- Will Brexit cause a greater focus on sourcing?
- The facts
- The implications
- Own-brand: more important than ever?
- The facts
- The implications
- Non-foods: an increasingly competitive battleground
- The facts
- The implications
- The Market – What You Need to Know
- Confidence rising steadily
- Deflation persists but price rises on the horizon
- Consumer spending on food and drink falls in 2015
- Supermarkets sector continues to see sales decline
- Supermarkets have lost sector share consistently since 2011
- Market Drivers
- Consumer confidence rises steadily
-
- Figure 199: Consumer confidence: Current financial situation vs sentiment for the coming year, January 2014-September 2016
- Inflation remains low
-
- Figure 200: Food and drink inflation, 2011-16
- Growth in the number of convenience stores
-
- Figure 201: Store numbers of the leading convenience operators, by operation, 2011-15
- Growth in other channels
-
- Figure 202: Market size for online grocery retailing and discounter grocers, 2011-16
- Consumers prepared for increasing cost of living
-
- Figure 203: Consumer views on the impact of Brexit, July 2016
- Private renting increases
-
- Figure 204: UK household tenure status, 2011-15
- Consumer Spending on Food and Drink
-
- Figure 205: Consumer spending on core food and drink categories, 2011-16
- Spending on food
-
- Figure 206: Annual % change in the value, volume and prices in the food category, 2011-15
- How food spending breaks down
-
- Figure 207: Composition of consumer spending on food, categories as a % of total spending, 2012-15
- Spending on non-alcoholic drinks
-
- Figure 208: Annual % change in the value, volume and prices in the non-alcoholic beverages category, 2011-15
- Spending on alcoholic drinks
-
- Figure 209: Annual % change in the value, volume and prices in the alcoholic beverages category, 2011-15
- Figure 210: Composition of consumer spending on alcoholic drinks, categories as a % of total spending, 2012-15
- Sector Size and Forecast
- Sector sales slowed by deflation
-
- Figure 211: All food retail sales (inc. VAT), 2011-21
- Figure 212: All food retail sales, 2011-21
- Supermarkets’ sales fall once more in 2015
-
- Figure 213: Supermarkets’ market size and forecast (inc. VAT), 2011-21
- Figure 214: Supermarkets: market size and forecast (inc. VAT), 2011-21
- Supermarket share predicted to continue to fall
-
- Figure 215: Percentage of grocer sector sales accounted for by supermarkets, 2011-21
- The impact of the EU referendum vote on the grocery sector
- The grocery sector has been resilient in previous slowdowns
-
- Figure 216: Alternative market scenarios for the post-Brexit grocery sector, at current prices, 2016-21
-
- Figure 217: Detailed post-Brexit scenarios for the grocery sector, at current prices, 2016-21
- The grocery sector is more insulated from economic slowdown than other sectors
- The effect on supermarkets
- Same again?
- Forecast methodology
- Changes in methodology
- Channels of Distribution
- Despite falling share, supermarkets remain the dominant force
-
- Figure 218: Estimated channels of distribution for grocery retail sales, 2015
-
- Figure 219: Estimated breakdown of sector sales, by channel, 2011-16
- The Consumer – What You Need to Know
- The majority shop multiple times per week
- Many still spend the most in supermarkets
- Tesco is the dominant player
- Historical strengths remain but increased choice is hurting supermarkets
- Availability a core concern for supermarket shoppers
- Shoppers in favour of the move to EDLP
- Brexit is likely to place greater scrutiny on sourcing
- How They Shop
- Who does the shopping
-
- Figure 220: Who is responsible for grocery shopping, September 2016
- Most combine a main shop with a top-up
-
- Figure 221: Grocery shopping behaviours, September 2016
- Older consumers more likely to shop purely on a top-up basis
-
- Figure 222: Grocery shopping behaviours, by age, September 2016
- Frequency of shop
-
- Figure 223: Frequency of grocery shopping, September 2016
- Changing definition of what constitutes a main shop
-
- Figure 224: Frequency of shop, by shopping behaviour, September 2016
- Age affects shopping frequency…
-
- Figure 225: Frequency of shop, by age, September 2016
- …as does the area lived in
-
- Figure 226: Frequency of shop, by area lived in, September 2016
- Where They Shop
- Despite falling market share the majority spend the most in supermarkets
-
- Figure 227: Formats where the most money is spent in a typical month, September 2016
- Younger consumers more likely to look elsewhere
-
- Figure 228: Formats where the most money is spent in a typical month, by age, September 2016
- Discounters have made up the most ground in the North
-
- Figure 229: Format where the most money is spent, by region, September 2016
- Top-ups taking away market share
-
- Figure 230: Formats where the most money is spent in a typical month, by frequency of shop, September 2016
- Which Retailers Do They Use?
- Tesco out in front
-
- Figure 231: Total grocery retailer usage, September 2016
- Tesco also grabs the most primary shops
-
- Figure 232: Primary and secondary usage, by grocery retailer used, September 2016
- Main shop trend: Asda losing shoppers fast
-
- Figure 233: Retailer spent most money with, trend data, 2013-16
- Secondary shop trend: small changes
-
- Figure 234: Secondary usage, by grocery retailer used, 2015 and 2016
- Discounters taking more secondary shops from Asda and Morrisons
-
- Figure 235: Where leading players’ primary shoppers also shop, September 2016
- Shopper profiles: primary shoppers
-
- Figure 236: Retailers used for primary shops, by average age and socio-economic group, September 2016
-
- Figure 237: Retailers’ primary shoppers, by region lived in, September 2016
- Shopper profiles: secondary shoppers
-
- Figure 238: Retailers used for secondary shops, by average age and socio-economic group, September 2016
-
- Figure 239: Retailers used for secondary shops, by region lived in, September 2016
- Figure 240: Retailers used for secondary shops, by region lived in, September 2016
- Repertoire of secondary shops
-
- Figure 241: Number of retailers used for secondary shops, September 2016
- Why They Do (and Do Not) Spend the Most in Supermarkets
- Historical strengths ring true for supermarkets
-
- Figure 242: Why they spend the most in supermarkets, September 2016
- Key reasons by age
-
- Figure 243: Leading reasons why they spend the most in supermarkets, by age, September 2016
- Reasons by retailer
-
- Figure 244: Reasons for spending the most in a supermarket in a typical month, by retailer where the most is spent in a typical month, September 2016
- Increased choices are driving some away
-
- Figure 245: Why they do not spend the most in supermarkets, September 2016
- Those living in urban areas more likely to have an alternative
-
- Figure 246: Why they do not spend the most in supermarkets, by area lived in, September 2016
- What They Would Change About Where They Shop
- Availability a concern
-
- Figure 247: Areas that grocery shoppers would like to see improved, any rank, September 2016
-
- Figure 248: Areas that grocery shoppers would like to see improved, by rank, September 2016
- Retailer-specific concerns
- Tesco: Quality concerns
-
- Figure 249: Overall ranking of factors supermarket shoppers would like to see improved, by total and by Tesco shoppers, September 2016
-
- Figure 250: What Tesco shoppers would improve, any rank, September 2016
- Sainsbury’s: Range a positive, but more information is needed
-
- Figure 251: Overall ranking of factors supermarket shoppers would like to see improved, by total and by Sainsbury’s shoppers, September 2016
-
- Figure 252: What Sainsbury’s shoppers would improve, any rank, September 2016
- Asda: A good deal of change needed
-
- Figure 253: Overall ranking of factors supermarket shoppers would like to see improved, by total and by Asda shoppers, September 2016
-
- Figure 254: What Asda shoppers would improve, any rank, September 2016
- Morrisons: Range of non-foods singled out
-
- Figure 255: Overall ranking of factors supermarket shoppers would like to see improved, by total and by Morrisons shoppers, September 2016
-
- Figure 256: What Morrisons shoppers would improve, any rank, September 2016
- Aldi: Quality of goods a real strength
-
- Figure 257: Overall ranking of factors supermarket shoppers would like to see improved, by total and by Aldi shoppers, September 2016
-
- Figure 258: What Aldi shoppers would improve, any rank, September 2016
- Attitudes Towards Pricing and Promotions
- Consumers in favour of the move to EDLP
-
- Figure 259: Attitudes towards pricing and promotions, September 2016
- Sainsbury’s shoppers less convinced by EDLP
-
- Figure 260: Agreement with statements around pricing and promotions, by retailer where the most money is spent, September 2016
- Younger consumers far less price-aware
-
- Figure 261: Agreement with the statement ‘I rarely pay attention to prices when in a grocery stores’, by gender and age, September 2016
- In an EDLP world own-brand will be increasingly important
-
- Figure 262: Attitudes towards range reduction and own-brand, September 2016
- Tesco shoppers see own-brand as a bigger differentiator
-
- Figure 263: Agreement with the statement ‘The main difference between supermarket retailers is their own-brands’, by retailer where the most money is spent, September 2016
- Attitudes towards Brexit, Sourcing and Ethical Products
- Over a third expecting price rises post-Brexit
-
- Figure 264: Attitudes towards the effect of Brexit on pricing, September 2016
- Sourcing is likely to be thrown into the spotlight in a post-Brexit market
-
- Figure 265: Attitudes towards sourcing and the effect of Brexit, September 2016
- Aldi shoppers want more locally sourced products
-
- Figure 266: Attitudes towards sourcing and the effect of Brexit, by retailer where the most is spent, September 2016
- Younger consumers particularly aware of potential price rises
-
- Figure 267: Agreement with the statement “Leaving the European Union will mean we pay more for groceries in the UK”, by age, September 2016
- Ethical products perceived at coming at a (unfair) cost
-
- Figure 268: Attitudes towards ethical products, September 2016
- Younger consumers have concerns over the ethics of the discounters
-
- Figure 269: Agreement with the statement “The discounters, Aldi and Lidl, are less ethical (eg free-range, fair trade etc) than other supermarkets”, by age, September 2016
- Leading Retailers – What You Need to Know
- The big four continue to lose market share, but losses are slowing
- Online: increasingly a channel in its own right
- Retail product mix: room to grow non-foods
- Advertising spend falls in 2015
- Improved levels of trust at Tesco, Sainsbury’s and Morrisons
- Innovation and Launch Activity
- Making supermarkets a destination again
-
- Figure 270: Habitat shop-in-shop, Sainsbury’s Nine Elms, October 2016
- Groceries delivered straight to the fridge
- Pop-up wine bars
- Cycle delivery
-
- Figure 271: Sainsbury’s Chop Chop, October 2016
- Inclusive shopping
- Tackling food waste
- Fresh as can be
-
- Figure 272: INFARM high-tech kitchen garden in Metro store, Berlin, February 2016
- Free fruit for kids
- Driverless trolleys
- Leading Grocery Retailers – Key Metrics
- 2015: Another challenging year
-
- Figure 273: Leading grocery retailers: Net sales, 2011-15
- Store numbers and sales per outlet
-
- Figure 274: Leading grocery retailers: Store numbers, 2011-15
-
- Figure 275: Leading grocery retailers: Annual sales per outlet, 2011-15
- Sales area and densities
-
- Figure 276: Leading grocery retailers: Total sales area, 2011-15
- Figure 277: Leading grocery retailers: Annual sales per sq m, 2011-15
- Operating profits and margins
-
- Figure 278: Leading grocery retailers: Operating profits, 2011-15
- Figure 279: Leading grocery retailers: Operating margins, 2011-15
- Market Shares
-
- Figure 280: Leading grocery retailers: Share of sector sales, 2015
-
- Figure 281: Leading grocery retailers: Share of sector sales, 2011-16
-
- Figure 282: Market shares: the big four grocery multiples vs the discounters, 2011-16
- A note on our market share
- Space allocation and retail product mix
- Online
- Around half do some online grocery shopping…
-
- Figure 283: Usage of online grocery shopping, December 2015
- …but online only accounts for 5.3% of sector sales
-
- Figure 284: Online grocery sales as a % of all grocery retailers’ sector sales, 2011-16
- Delivery passes: a double-edged sword?
-
- Figure 285: Ownership and interest in delivery passes, December 2015
- Online market shares
-
- Figure 286: Leading online grocery retailers’ estimated market shares (excluding VAT), 2015
- What about Amazon?
-
- Figure 287: Attitudes towards shopping online for groceries from Amazon, December 2015
- Space Allocation Summary
- Summary data and classifications
-
- Figure 288: Food, non-food standard classifications, 2016
- Convenience comparison overview
-
- Figure 289: UK leading food retailers’ hypermarket store format: Convenience comparison overview split, October 2016
- Figure 290: UK leading food retailers’ superstore format: Convenience comparison overview split, October 2016
-
- Figure 291: UK leading food retailers’ smaller supermarkets and discounters: Convenience comparison overview split, October 2016
- Detailed convenience comparison split
-
- Figure 292: UK leading food retailers’ hypermarket store format: Convenience comparison detailed split, October 2016
- Figure 293: UK leading food retailers’ superstore format: Convenience comparison detailed split, October 2016
-
- Figure 294: UK leading food retailers’ smaller supermarkets and discounters: Convenience comparison detailed split, October 2016
- Food and drink split
-
- Figure 295: UK leading food retailers: food and drink categories as a percentage of total space allocated to food and drink, October 2016
- Detailed space allocation
- Retail Product Mix
-
- Figure 296: Leading food retailers: Estimated sales mix, 2015
- Figure 297: Leading food retailers: Category sales as % of total sales, 2015
-
- Figure 298: Sales density, by broad category (ex VAT), 2015
- Figure 299: Major food retailers: Estimated market share of key categories, 2015
- Brand Research
- What you need to know
- Brand map
-
- Figure 300: Attitudes towards and usage of selected brands, October and January 2016
- Key brand metrics
-
- Figure 301: Key metrics for selected brands, October and January 2016
- Brand attitudes: Lidl and Aldi lead on value
-
- Figure 302: Attitudes, by brand, October and January 2016
- Brand personality: Co-op struggles, but shows signs of improvement
-
- Figure 303: Brand personality – macro image, October and January 2016
- Discounters are seen as basic, but trendsetting
-
- Figure 304: Brand personality – micro image, October and January 2016
- Brand analysis
- A good year for Tesco
- A Morrisons renaissance
- Asda’s reputation for value continues to dissipate
- Lidl and Aldi increasingly seen to offer more than just value
- Exclusivity of Waitrose and M&S Food helps them stand out
- Co-op behind but moving in the right direction
- Iceland improves its image
- Ocado, small but highly recommended
- Advertising and Marketing Activity
- Total advertising spend falls in 2015
-
- Figure 305: Recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarket and online grocers, 2012-15
- Asda and Lidl lead advertising spend
- Changing advertising strategies
- Co-op increases adspend to focus on convenience
- Competition leads to disputes
-
- Figure 306: Recorded above-the-line, online display and direct mail total advertising expenditure by leading UK grocery retailers, 2012-15
- TV increases its dominance
-
- Figure 307: Percentage media type split of recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarkets and online grocers, 2012-15
- Lidl and Iceland boost spending on TV advertising
- Ocado prefers press advertising
-
- Figure 308: Percentage of recorded above-the-line, online display and direct mail total advertising expenditure by the UK’s leading grocery retailers, by media type, 2015
- Nielsen Ad Intel coverage
- Appendix – Data Sources, Abbreviations and Supporting Information
- Data sources
- Financial definitions
- VAT
- Abbreviations
- Consumer research methodology
- Detailed space allocation
-
- Figure 309: UK leading food retailers hypermarket store format: detailed space allocation, October 2016
- Figure 310: UK leading food retailers superstore format: detailed space allocation, October 2016
- Figure 311: UK leading food retailers smaller supermarkets and discounters: detailed space allocation, October 2016
- Appendix – Sector Size and Forecast
- Forecast Methodology
Ahold Group
-
- What we think
- Ahold and Delhaize merger completed
- Rebrand of Red Market stores
- Expanding private-label ranges
- Renovation of Albert Heijn XL stores
- Where next?
- Company background
- Company performance
-
- Figure 312: Ahold Europe: Group financial performance, 2011-15
-
- Figure 313: Ahold Europe: Outlet data, 2011-15
- Retail offering
Aldi
-
- What we think
- Simpler is better
-
- Figure 314: Aldi joint advertising campaign, 2016
- Slowing growth in the UK
- Entering the Italian market
- Experimenting with online
- Company background
- Company performance
-
- Figure 315: Aldi: Estimated group sales performance, 2011-15
-
- Figure 316: Aldi: Number of outlets, 2011-15
- Retail offering
Asda Group
-
- What we think
- Gross margins
- Cost cutting
- Falling market share
- Where next?
- Company background
- Company performance
-
- Figure 317: Asda Group Ltd: Group financial performance, 2011-15
- Figure 318: Asda Group Ltd: Outlet data, 2011-15
- Retail offering
Auchan
-
- What we think
- Making the best of its store portfolio
- Potential in Central and Eastern Europe despite headwinds
- Where now?
- Company background
- Company performance
-
- Figure 319: Auchan: Group financial performance, 2011-15
-
- Figure 320: Auchan: Outlet data (Europe only), 2011-15
- Retail offering
Carrefour
-
- What we think
- Hypermarkets the ongoing weak spot
- Online growing in importance
- Looking beyond Drive for online grocery
- Company background
- Company performance
-
- Figure 321: Carrefour: Group financial performance, 2011-15
- Figure 322: Carrefour: Outlet data, 2011-15
-
- Figure 323: Carrefour (Europe): Outlet numbers 2013-15
- Figure 324: Carrefour: Store numbers by country, December 2015
-
- Figure 325: Carrefour: European hypermarket numbers (directly operated stores only), 2015
- Figure 326: Carrefour: European supermarket numbers (directly operated stores only), 2015
-
- Figure 327: Carrefour: European c-store numbers (directly operated stores only), 2015
- Retail offering
Casino
-
- What we think
- Casino supermarkets launch new concept for foodies
- Hypermarket format recovery
- Innovative new click-and-collect service for seafarers
- New express home delivery food service
- Flexible store format enables grocery shopping at work
- New loyalty scheme with additional benefits
- Company background
- Company performance
-
- Figure 328: Casino: Group financial performance, 2011-15
-
- Figure 329: Casino: Outlet data and estimated sales per outlet, 2011-15
- Retail offering
The Co-operative Food
-
- What we think
- New luxe brand to inspire and encourage customers to re-appraise The Co-op Food own-brand
- Tailoring food ranges to local communities
- Adapting its stores to make the top-up grocery shopping experience easier and quicker
- Price cuts eating into profits
- Award winning food-to-go product range
- Tapping into health issues upper most in consumers' minds
- Tackling food waste
- Company background
- Company performance
-
- Figure 330: The Co-operative Food: Group financial performance, 2011/12-2015/16
-
- Figure 331: The Co-operative Food: Outlet data, 2011/12-2015/16
- Retail offering
Dia
-
- What we think
- Investment in new and existing retail formats
- Strengthening buying power with buying groups
- Selling online with Amazon
- Investment in international
- Company background
- Company performance
-
- Figure 332: Dia: Group financial performance, 2011-15
-
- Figure 333: Dia: Outlet data, 2011-15
-
- Figure 334: Dia: Store Formats
- Retail offering
Edeka Group
-
- What we think
- Independent store operators with local knowledge
- Edeka-Kaiser’s Tengelmann deal one step closer to being finalised
- Targeting the growing convenience channel with a new store format
- Inspiring customers to be more adventurous with their cooking
- New decentralised e-commerce concept
- In-store supermarket burger bar tapping into the food-to-go market
- Company background
- The battle for Kaiser’s Tengelmann
- Company performance
-
- Figure 335: Edeka Group: Food retail sales performance, 2011-15
- Figure 336: Edeka Group: Food retail outlet data, 2011-15
- Retail offering
Iceland Foods
-
- What we think
- Three areas of future focus
- New concept store provides pointers to future direction of Iceland brand
- Power of Frozen campaign seeks to change perceptions
- The Food Warehouse brand taps into retail park popularity
- Online business shows potential
- Company background
- Company performance
-
- Figure 337: Iceland Foods Ltd: Group financial performance, 2011/12-2015/16
-
- Figure 338: Iceland Foods Ltd: Outlet data, 2011/12-2015/16
- Retail offering
Intermarché/Netto/ITM Entreprises (Groupement des Mousquetaires)
-
- What we think
- Territorial store strength focused on proximity
- Expansion of 24/7 click-and-collect points
- More generous Intermarché loyalty scheme
- Own brand drive supported by in-house R&D team
- New easier to navigate supermarket store format deployed in Portugal
- Innovative store design for French consumers who have less time to shop
- A more personalised online shopping experience
- Company background
- Company performance
-
- Figure 339: Groupement des Mousquetaires (Intermarché/ITM Entreprises): European retail and supermarkets sales performance, 2013-15
-
- Figure 340: Groupement des Mousquetaires (Intermarché /ITM Entreprises): European supermarket outlet data, 2013-15
- Retail offering
Jerónimo Martins
-
- What we think
- Possible expansion into Romania
- Online grocery shopping not a priority yet, for either brand
- Vending machine for 24/7 grocery shopping
- Biedronka trialling a new city centre, on-the-go store concept in Warsaw
- Pingo Doce’s refurbished stores offer an enhanced shopping experience
- Biedronka helping customers to shop more efficiently
- Company background
- Company performance
-
- Figure 341: Jerónimo Martins: Group financial performance, 2011-15
-
- Figure 342: Jerónimo Martins: Outlet data, 2011-15
- Retail offering
E Leclerc
-
- What we think
- Forming buying groups to strengthen position
- Drive format continues to fuel growth
- Investment in stores and product range
- Where next?
- Company background
- Company performance
-
- Figure 343: E Leclerc: Group sales performance, excl. VAT, 2011-15
- Figure 344: E Leclerc: Outlet data and sales per outlet, excl. VAT, 2011-15
- Retail offering
Marks & Spencer (UK food)
-
- What we think
- Convenience food for treats and special occasions
- Finding the right balance with availability
- Innovation key to keeping offer fresh
- Refocusing on the UK
- Company background
- Company performance
-
- Figure 345: Marks & Spencer (UK food): Group sales performance, 2011/12-2015/16
-
- Figure 346: Marks & Spencer (UK food): Food outlets, by format, 2011/12-2015/16
- Figure 347: Marks & Spencer (UK food): Outlet data, 2011/12-2015/16
- Retail offering
Mercadona
-
- What we think
- Digital Transformation Project
- Continuing to invest in store network
- International expansion
- Where next?
- Company background
- Company performance
-
- Figure 348: Mercadona: Group financial performance, excl. VAT, 2011-15
- Figure 349: Mercadona: Outlet data, 2011-15
- Retail offering
Wm Morrison Group
-
- What we think
- Cutting prices…
- …to better compete with discounters…
- …and address shoppers’ pricing concerns post-Brexit
- More reasons to visit Morrisons stores
- Tailoring product offering to suit local tastes
- A more rewarding loyalty card scheme
- Flagging up the in-store skills of its trained butchers, bakers and fishmongers
- Morrisons.com expanding home delivery coverage
- Company background
- Company performance
-
- Figure 350: Wm Morrison Group: Group financial performance, 2011/12-2015/16
-
- Figure 351: Wm Morrison Group: Outlet data, 2011/12-2015/16
- Retail offering
Ocado
-
- What we think
- Scaling up
- UK grocery home delivery competition intensifies
- Still no news on international partner
- Pressure builds for more distribution centres
- Company background
- Company performance
-
- Figure 352: Ocado group plc: Group financial performance, 2010/11-2014/15
- Retail offering
Real (Metro Group)
-
- What we think
- Spin-off preparations on track
- One-stop quick fix in-store curated recipe-based shopping experience
- New cashless payment method to speed up transaction process and reduce queues
- Bolstering freshness credentials
- Piloting a new hybrid store concept
- Hitmeister acquisition spurs online sales growth
- Planned expansion of drive-through concept into more densely populated areas
- Company background
- Company performance
-
- Figure 353: Real: Group financial performance, 2011/12-2015/16
-
- Figure 354: Real: Outlet data, 2011/12-2015/16
- Retail offering
Rewe
-
- What we think
- Click-and-collect
- Accelerated roll-out of self-checkout technology
- Fierce competition drives development of group-wide store brand
- Meeting time-strapped consumers’ needs for convenient meal solutions
- Expansion of smaller convenience food store format
- Discount supermarket USP in Italy and Romania
- Getting in on the Kaiser’s Tengelmann deal
- Company background
- Company performance
-
- Figure 355: Rewe: Group sales performance, 2011-15
-
- Figure 356: Rewe: Outlet data and estimated sales per outlet, 2011-15
- Figure 357: Rewe: Full-range stores and discount stores by country, 2015
- Retail offering
J. Sainsbury
-
- What we think
- Argos
- Distraction
- Modest optimism
- Company background
- Company performance
-
- Figure 358: Sainsbury’s: Quarterly sales performance, Q1 2016-Q2 2017
- Pharmacy
-
- Figure 359: J. Sainsbury: Group financial performance, 2011/12-2015/16
- Figure 360: J. Sainsbury: Outlet data, 2011/12-2015/16
- Retail offering
Schwarz Group (Lidl, Kaufland)
-
- What we think
- Chasing Aldi in key markets
- Changing strategy in France
- Plans to break America
- Tentative moves online
- The Lidl shopper
- Company background
- Company performance
-
- Figure 361: Schwarz Group: Group sales performance, 2011/12-2015/16
-
- Figure 362: Schwarz Group: Outlet data, 2011/12-2015/16
- Retail offering
Spar International
-
- What we think
- Top-up grocery shopping opportunities
- More reasons to visit Spar
- Supporting consumers healthy food and lifestyle choices
- New grocery delivery services
- Own brand drive
- Digital Leadership Store
- Company background
- Company performance
-
- Figure 363: Spar International: Retail sales by country, 2011-15
-
- Figure 364: Spar International: Outlets, 2011-15
- Figure 365: Spar International: Retail sales area, 2011-15
-
- Figure 366: Spar International: Sales per sq m, by country, 2011-15
- Retail offering
Tesco
-
- What we think
- Success
- Credit where it is due
- Making the most of its assets
- Retailing against the hard discounters
- The problems of maturity
- Outside the UK
- Company background
- Company performance
-
- Figure 367: Tesco: Like-for-like sales performance (excluding fuel), H1 2015/16-H1 2016/17
- Figure 368: Tesco, sales and share of food retailers sales, by country, 2014/15 and 2015/16
- UK
- RoI
- Central Europe
-
- Figure 369: Tesco: European businesses, 2016
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- Figure 370: Central Europe: Store portfolios, October 2016
- Online
- Fuel
- Tesco Bank
- Tesco Mobile
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- Figure 371: Tesco Plc: Group financial performance, 2011/12-2015/16
- Figure 372: Tesco Plc: Outlet data, 2011/12-2015/16
- Retail offering
Waitrose
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- What we think
- Store investment focus shifts
- Re-affirming its core values
- Waitrose 1 helps consolidates premium ranges
- Experiential shopping
- Online
- Company background
- Company performance
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- Figure 373: Waitrose: Group financial performance, 2011/12-2015/16
-
- Figure 374: Waitrose: Outlet data, 2011/12-2015/16
- Retail offering
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