Table of Contents
Overview
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- What you need to know
- Areas covered in this report
Executive Summary
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- The market
- Spending and inflation
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- Figure 1: France: grocery market size segmentation, 2016
- Channels of distribution
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- Figure 2: France: estimated distribution of spending on food and drink, 2016
- Sector size and forecast
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- Figure 3: France: retail sales by format, annual % growth in value sales (incl. VAT), 2012-16
- Leading players
- Key metrics
- Market shares
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- Figure 4: France: leading grocers’ shares of all food retailers sales, 2016
- Online
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- Figure 5: France: drive click and collect, sales development, 2012-16
- The consumer
- Who shops for groceries
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- Figure 6: France: responsibility for grocery shopping, by gender, September 2017
- How they shop for groceries
- Where they shop for groceries
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- Figure 7: France: type of shopping at grocery retailers, September 2017
- Factors to improve at grocery retailers
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- Figure 8: France: factors to improve at grocery retailers, September 2017
- What we think
Issues and Insights
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- Grocery retailers must up their game on home delivery
- The facts
- The implications
- Focus on fresh foods
- The facts
- The implications
- Impact of healthy eating and being “green” on grocery shopping
- The facts
- The implications
The Market – What You Need to Know
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- Economy picks up speed after prolonged period of subdued growth
- Spending on food and drink growing in value and volume terms
- Grocers are the primary channel for buying food and drink
- Retail sales strengthened again in 2016
- Non-food sales in decline at the hypermarkets
Spending and Inflation
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- Signs of growth in economic indicators
- Food and drink spending picked up in 2016
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- Figure 9: France: consumer spending on food, drink and tobacco (incl. VAT), 2012-17
- Inflation
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- Figure 10: France: consumer prices * of food and drink, annual % change, 2012-16
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- Figure 11: France: consumer prices* of food and drink, annual % change, Jan 2016-Sept 2017
Channels of Distribution
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- Grocers dominate
- Specialists a vital part of French daily life
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- Figure 12: France: estimated distribution of spending on food and drink, 2016
- Sector size and forecast
- Total retail sales recovering, further growth forecast in 2017
- Specialists outpacing the grocers
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- Figure 13: France: food retailers, sales (excl. VAT), 2012-17
- But smaller stores outperforming larger ones
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- Figure 14: France: retail sales by format, annual % growth in value sales (incl. VAT), 2012-16
- Decline in non-food sales at the grocers
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- Figure 15: France: sales in supermarkets and hypermarkets by type of product, January 2012-September 2017
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- Figure 16: France: food retailers, forecast sales (excl. VAT), 2017-22
Leading Players – What You Need to Know
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- Leclerc leads
- Decline of the hypermarket continues
- Lidl’s move upmarket
- Share of hypermarkets down, smaller stores up
- Some €6 billion spent online on groceries
- “Drive” click and collect the dominant form of online grocery shopping
Leading Players
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- Leclerc leads
- Ongoing decline of the hypermarket
- Lidl moves more upmarket
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- Figure 17: France: leading grocers, sales (excl. VAT), 2013-16
- Figure 18: France: leading grocers, outlets, 2013-16
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- Figure 19: France: leading grocers, sales per outlet, 2013-16
- Market shares
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- Figure 20: France: leading grocers’ shares of all food retailers’ sales, 2013-16
Online
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- The online sector as a whole
- Online grocery market size
- Shopping online for food
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- Figure 21: France: percentage of all individuals purchasing online in the past 12 months, 2012-16
- “Drive” click and collect dominates
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- Figure 22: France: drive click and collect, sales development, 2012-16
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- Figure 23: France: leading grocery retailers’ turnover from drive services, 2016
- Developing the Drive format
- Pedestrian Drives
- Home delivery services growing
- Third party delivery services
The Consumer – What You Need to Know
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- Nearly everyone shops for food
- Men sharing the load more
- In-store shopping still the norm
- Changes to the way they shop
- Leclerc extending its lead
- Evidence of Lidl’s premiumisation
- Quality of fresh foods has the most room for improvement
Who Shops for Groceries
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- Figure 24: France: responsibility for grocery shopping, September 2017
- Men participating more
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- Figure 25: France: responsibility for grocery shopping, by gender, September 2017
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How They Shop for Groceries
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- Figure 26: France: how they shop for groceries, September 2017
- Figure 27: France: how they shop for groceries, by age and gender, September 2017
- Shopping behaviours
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- Figure 28: France: grocery shopping habits, Q3 2017
- Growing interest in ethical and environmental shopping
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- Figure 29: France: grocery shopping habits, Q4 2015 and Q3 2017
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Where They Shop for Groceries
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- Leclerc extending its lead
- Lidl leads the discounters
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- Figure 30: France: grocery retailers where the most money is spent, September 2017
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- Figure 31: France: grocery retailer they spend the most with, by average age and income, September 2017
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- Figure 32: France: type of shopping at grocery retailers, September 2017
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- Figure 33: France: repertoire of grocery retailers used for top up shopping in a typical month, September 2017
Factors to Improve at Grocery Retailers
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- Figure 34: France: factors to improve at grocery retailers, September 2017
- Leclerc
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- Figure 35: France: factors to improve at grocery retailers, relative importance compared to the average, Leclerc, September 2017
- Carrefour
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- Figure 36: France: factors to improve at grocery retailers, relative importance compared to the average, Carrefour, September 2017
- Intermarché
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- Figure 37: France: factors to improve at grocery retailers, relative importance compared to the average, Intermarché, September 2017
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Appendix – Data Sources, Abbreviations and Supporting Information
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- Abbreviations
- Data sources
- INSTITUT NATIONALE DE LA STATISTIQUE ET DES ÉTUDES ÉCONOMIQUES (INSEE) – Paris
- EUROSTAT – Luxembourg
- EDITIONS DAUVERS - Rennes
Aldi
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- What we think
- The key markets
- Germany
- UK
- US
- Australia
- Further expansion
- Company background
- Company performance
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- Figure 38: Aldi: estimated group sales performance, 2012-16
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- Figure 39: Aldi: number of outlets, 2012-16
- Retail offering
Auchan
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- What we think
- Single brand simplifies relationship with customers
- Selling off non-core businesses
- Stronger buying links with Système U but closer relationship ruled out
- An expanding presence in Eastern Europe
- What next?
- Company background
- Company performance
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- Figure 40: Auchan: group financial performance, 2012-16
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- Figure 41: Auchan: outlet data, 2012-16
- Retail offering
Carrefour
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- What we think
- A new boss, a new plan
- Core strength in food growing strongly
- Expanding convenience formats
- Online evolving
- Company background
- Company performance
- Group
- France
- Rest of Europe
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- Figure 42: Carrefour: group financial performance, 2012-16
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- Figure 43: Carrefour: outlet data, 2012-16
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- Figure 44: Carrefour (Europe): outlet numbers, 2013-16
- Figure 45: Carrefour: store numbers by country, 2015-16 (at December)
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- Figure 46: Carrefour: European hypermarket numbers (directly operated stores only), 2016
- Figure 47: Carrefour: European supermarket numbers (directly operated stores only, 2016
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- Figure 48: Carrefour: European c-store numbers (directly operated stores only), 2016
- Retail offering
Casino
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- What we think
- Enhanced discount shopping experience fuelling growth at Leader Price
- Hypermarkets focusing on food and cutting back on non-food retail space
- Supermarkets improve fresh food offering and multichannel capability
- Longer opening hours, new loyalty card and more delivery options boost Monoprix
- Evolving ‘Mandarine’ store format driving sales at ultra-convenient chain Franprix
- Other convenience banners upgrading their offering and introducing new concepts
- Quickening the checkout process across its retail brands
- Company background
- Company performance
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- Figure 49: Casino: group financial performance, 2012-16
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- Figure 50: Casino (France): outlet data, 2012-16
- Retail offering
E Leclerc
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- What we think
- A trailblazer on price
- Leader in the Drive format
- Company background
- Company performance
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- Figure 51: E Leclerc: estimated group sales performance, excl. VAT, 2012-16
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- Figure 52: E Leclerc: outlet data, 2012-16
- Retail offering
Les Mousquetaires (Intermarché)
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- What we think
- A new strategy
- Overhaul of private label
- Digitalisation
- Netto doing well
- Company background
- Company performance
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- Figure 53: Les Mousquetaires: grocery operations – Estimated sales performance, 2013-16
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- Figure 54: Les Mousquetaires: grocery outlet data, 2012-16
- Retail offering
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- Figure 55: France: customer profile of consumers using Intermarché for their main shop, September 2017
Schwarz Group (Lidl)
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- What we think
- Lidl lands in the US
- Further expansion
- Lidl goes on the attack in Germany
- Further gains in the UK
- Embracing technology
- Lidl bets big on clothing
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- Figure 56: Esmara by Heidi Klum at Lidl UK, September 2017
- Online operations at early stages of development
- Company background
- Company performance
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- Figure 57: Schwarz Group: group sales performance, 2012/13-2016/17
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- Figure 58: Schwarz Group: outlet data, 2012/13-2016/17
- Retail offering
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