Table of Contents
Overview
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- Areas covered in this Report
- Consumer research coverage
- Technical notes
- Consumer spending
- Retail sales
- Financial definitions
- Currencies
- Sales tax rates
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- Figure 1: VAT rates around Europe, 2013-18
- Abbreviations
Executive Summary – Europe – The Market
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- Sector size and forecast
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- Figure 2: Europe: sales by food retailers, 2013-18
- Figure 3: Europe: forecast sales by food retailers 2019-23
- Consumer spending
- Food and non-alcoholic drinks
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- Figure 4: Europe: spending on food and non-alcoholic drinks, 2013-17
- Alcohol, tobacco and narcotics
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- Figure 5: Europe: spending on alcoholic drinks, tobacco and narcotics, 2013-17
- Health & beauty products
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- Figure 6: Europe: spending on products for personal care, 2013-17
- Spending and retail sales
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- Figure 7: Europe: spending on food, drink and health & beauty as % all food retailers’ sales, 2012-17
- Inflation
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- Figure 8: Europe: harmonised index of food and non-alcoholic beverages prices, annual % change, 2013-18
- Figure 9: Europe: harmonised index of alcohol and tobacco prices, annual % change, 2013-18
- Online
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- Figure 10: EU: proportion of people who have bought groceries online, 2008-17
- Figure 11: Europe: proportion of people who have bought groceries online by country, 2013-17
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- Figure 12: Europe: online grocery sales, 2017
- Leading players
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- Figure 13: Europe: leading food retailers, sales, 2013/14-2017/18
- Figure 14: Europe: leading food retailers, outlets, 2013/14-2017/18
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- Figure 15: Europe: leading food retailers, sales per outlet, 2013/14-2017/18
- Market shares
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- Figure 16: Europe: leading food retailers’ shares of all food retailers’ sales, 2013/14-2017/18
- Figure 17: Europe: leading food retailers’ shares of all food retailers’ sales, 2017
Executive Summary – Europe – The Consumer
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- The research
- Where people shop
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- Figure 18: Europe: use of stores and online for grocery shopping, September 2018
- Where they shop for groceries
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- Figure 19: Europe: most used retailer and proportion of shoppers, by country, September 2018
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- Figure 20: Europe: top 2 and top 5 food retailers by proportion of shoppers, by country, September 2018
- The discounters
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- Figure 21: Europe: use of top 2 discounters for main shop and top-up shopping, September 2018
- Top-up shopping
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- Figure 22: Europe: shop most used for top-up shopping, September 2018
- Attitudes to grocery shopping
- Attitudes to fresh foods
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- Figure 23: Europe: those agreeing with selected attitudes to fresh foods by country, September 2018
- Food packaging
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- Figure 24: Europe: those agreeing with selected attitudes to food packaging by country, September 2018
- Food waste
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- Figure 25: Europe: those agreeing to the attitudes to food waste by country, September 2018
- What we think
- Convenience stores
- Online
- Discounters
- Concentration
- Prospects
Executive Summary – Europe – Innovation and Launch Activity
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- Voice-enabled grocery shopping
- Smart shopping trolley
- Virtual grocery shopping assistant
- Speedy home grocery delivery
- Scan and go with mobile payment schemes
- Fighting food waste
- World's first plastic-free supermarket aisle
France
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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 26: France: estimated distribution of spending on food and drink by product type, 2017
- Sector size and forecast
- Channels of distribution
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- Figure 27: France: channels of distribution of spending on food and drink, 2017
- Companies and brands
- Leading players
- Market shares
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- Figure 28: France: leading grocers’ shares of all food retailers’ sales, 2017
- Online
- The consumer
- Who shops for groceries
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- Figure 29: France: responsibility for grocery shopping, by gender, September 2018
- How they shop for groceries
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- Figure 30: France: how they shop for groceries, September 2018
- Where they shop for groceries
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- Figure 31: France: grocery retailers where the most money is spent, September 2018
- Attitudes to grocery shopping
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- Figure 32: France: attitudes to grocery shopping, September 2018
- What we think
- Issues and insights
- The new “loi alimentation”
- The facts
- The implications
- Food waste
- The facts
- The implications
- Plastics and overpackaging
- The facts
- The implications
- The market – What you need to know
- Positive economic indicators
- Spending on food largely non-discretionary
- Retail sector in France is generally low growth
- Food specialists outpacing the grocers
- Grocers dominate, but specialists significant
- Consumer spending
- Economic growth picking up
- Supermarket spending mainly non-discretionary
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- Figure 33: France: consumer spending on food, drink and tobacco (incl. VAT), 2013-18
- Sector size and forecast
- Retail sales resilient
- Specialists outpacing the grocers
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- Figure 34: France: food retailers, sales (excl. VAT), 2013-18
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- Figure 35: France: food retailers, forecast sales (excl. VAT), 2018-23
- Figure 36: France: retail sales by format, annual % growth in value sales, 2013-17
- Inflation
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- Figure 37: France: consumer prices * of food and drink, annual % change, 2013-17
- Figure 38: France: consumer prices* of food and drink, annual % change, Jan 2017-Sept 2018
- Channels of distribution
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- Figure 39: France: channels of distribution of food and drink products (excluding tobacco), 2015-17
- Leading players – What you need to know
- “Proximity” stores are thriving
- Organics are growing
- Pedestrian drives
- Buying partnerships
- Hypermarkets losing market share as discounters and c-stores gain
- Home delivery set to drive growth in online grocery
- Leading players
- Smaller “proximity” stores are thriving
- Growing organic sector
- Pedestrian drives
- Buying partnerships
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- Figure 40: France: leading grocers, sales (excl. VAT), 2013-17
- Figure 41: France: leading grocers, outlets, 2013-17
- Sales per outlet
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- Figure 42: France: leading grocers, sales per outlet (ex VAT), 2014-17
- Market shares
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- Figure 43: France: leading grocers’ shares of all food retailers’ sales, 2013-17
- Online
- Online activity
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- Figure 44: France: broadband connections (percentage of households), 2010-17
- Shopping online for food
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- Figure 45: France: online purchasing, 2008-17
- Online grocery market size
- Leading online players
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- Figure 46: France: leading online grocery retailers, sales, 2015-17
- Drive dominates grocery, for now…..
- Home delivery the next battleground
- Monoprix
- Carrefour’s ambitions
- The consumer – What you need to know
- Over two-thirds are mainly responsible for shopping
- Store-based shopping dominates
- Leclerc most shopped
- Lidl best for top-up shopping
- Food wastage and plastic packaging are the biggest concerns
- Who shops for groceries
- Majority of consumers take full responsibility for grocery shopping
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- Figure 47: France: responsibility for grocery shopping, September 2018
- Women increasingly sharing responsibility for shopping
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- Figure 48: France: responsibility for grocery shopping, by gender, September 2018
- How they shop for groceries
- Store-based shopping dominates
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- Figure 49: France: how they shop for groceries, September 2018
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- Figure 50: France: how they shop for groceries, by age of children in household, September 2018
- Where they shop for groceries
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- Figure 51: France: grocery retailers where the most money is spent, September 2018
- Customer profiles
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- Figure 52: France: grocery retailer they spend the most with, by average age and income, September 2018
- Where they also shop
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- Figure 53: France: grocery retailers used for top up shopping, September 2018
- Number of retailers used
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- Figure 54: France: repertoire of grocery retailers used in a typical month, September 2018
- Retailers used – in-store or online
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- Figure 55: France: how they shop for groceries by grocery retailers where most money is spent, September 2018
- Attitudes to grocery shopping
- Food waste
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- Figure 56: France: attitudes to food waste, September 2018
- Packaging
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- Figure 57: France: attitudes to food packaging, September 2018
- Fresh foods
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- Figure 58: France: attitudes to fresh foods, September 2018
- 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 59: Germany: growth in consumer spending on food, drink and tobacco, 2013-18
- Inflation
- Sector size and forecast
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- Figure 60: Germany: food retailers’ sales, (excl. VAT), 2014-23
- Channels of distribution
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- Figure 61: Germany: estimated distribution of spending on food, drink and tobacco, 2017
- Companies and brands
- Leading players
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- Figure 62: Germany: leading grocers, sales, 2017
- Market shares
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- Figure 63: Germany: leading grocers’ shares of all food retailers’ sales, 2017
- Online
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- Figure 64: Germany: online food sales, incl. VAT, 2017
- The consumer
- Who shops for groceries
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- Figure 65: Germany: who shops for groceries, by age and gender, September 2018
- How they shop
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- Figure 66: Germany: how they shop for groceries, by age and gender, September 2017/18
- Where they shop
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- Figure 67: Germany: grocery retailers where the most money is spent, September 2018
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- Figure 68: Germany: where else they shop for groceries, September 2017/18
- Attitudes to grocery shopping
- Fresh foods
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- Figure 69: Germany: attitudes to fresh foods at grocery retailers, September 2018
- Food waste
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- Figure 70: Germany: attitudes to food waste at grocery retailers, September 2018
- Food packaging
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- Figure 71: Germany: attitudes to food packaging, September 2018
- What we think
- Issues and insights
- Is grocery e-commerce stalling already?
- The facts
- The implications
- Rethinking plastic
- The facts
- The implications
- The market – What you need to know
- Spending on groceries set to grow 4.9% in 2018
- Inflation peaks in 2017 but remains high in 2018
- Growth at the grocers reflects increase in household spending
- Retailers’ sales forecast to reach €230 billion by 2023
- Discounters account for 43% of consumer spending
- Consumer spending
- A strong economy and higher prices drives up spending
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- Figure 72: Germany: consumer spending on food, drink and tobacco (incl. VAT), 2013-18
- Sector size and forecast
- Grocery retailers grow in line with spending
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- Figure 73: Germany: grocery retailers, sales (excl. VAT), 2013-18
- Food retailers’ sales forecast to hit €230 billion by 2023
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- Figure 74: Germany: grocery retailers, forecast sales (excl VAT), 2018-23
- Inflation
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- Figure 75: Germany: harmonized index of consumer prices (HICP), annual % change, 2013-17
- Figure 76: Germany: harmonized index of consumer prices (HICP), annual % change on previous year, January 2017-September 2018
- Channels of distribution
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- Figure 77: Germany: estimated distribution of spending on food, drink and tobacco, 2017
- Leading players – What you need to know
- Edeka the largest food retailer
- Rewe experiences strong growth
- Aldi the strongest of the discounters in 2017
- Leading players account for growing share of sales
- Online penetration of food grows at a slower rate
- Online sales reach €1.1 billion
- Leading players
- Rewe enjoys strongest growth
- Edeka also continues to grow
- Aldi the stronger of the discounters in 2017
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- Figure 78: Germany: leading grocers, sales, 2014-17
- Acquisitions increase store numbers
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- Figure 79: Germany: leading grocers, outlets, 2014-17
- Figure 80: Germany: leading grocers, sales per outlet, 2014-17
- Market shares
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- Figure 81: Germany: leading grocers’ shares of all food retailers’ sales, 2015-17
- Online
- Shopping online for food
- Historical limitations to online growth in grocery
- Penetration slows again after a jump in 2016
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- Figure 82: Germany: online purchasing, 2008-17
- Online grocery market size
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- Figure 83: Germany: online food sales, incl. VAT, 2017
- Leading online players
- EDEKA develops online capability
- Rewe expands collection service and tweaks home delivery options
- Real expands drive-in and collect offer
- Schwarz Group pulls the plug on e-commerce
- Amazon Fresh
- Bünting launches online grocery services for combi.de
- Globus partners with a start-up to relaunch online
- Dohle looks to launch e-commerce
- The consumer – What you need to know
- Women take the lead on grocery shopping
- Store-based shopping dominates
- Edeka most popular for majority spend
- Aldi leads as a secondary shopping location
- Quality of fresh food a key driver of choice
- Grocery shoppers are concerned about food waste
- Reducing plastics to appeal to grocery shoppers
- Who shops for groceries
- Women take the lead on grocery shopping
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- Figure 84: Germany: who shops for groceries, by age and gender, September 2018
- How they shop for groceries
- Store-based shopping dominates
- Online buying falls back
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- Figure 85: Germany: how they shop for groceries, by age and gender, September 2017/18
- Younger consumers are more likely to shop online
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- Figure 86: Germany: how they shop for groceries, by age and gender, September 2018
- Where they shop for groceries
- Aldi is the most popular grocery retailer
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- Figure 87: Germany: where they shop for groceries (net main or secondary grocery shopping), September 2018
- Edeka takes the lead for main shopping trips
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- Figure 88: Germany: grocery retailers where the most money is spent, September 2017/18
- Edeka’s customer base is older and more affluent
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- Figure 89: Germany: where they spend the most on groceries, by shopper profile, September 2018
- Aldi leads, but top-up shopping loses its appeal
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- Figure 90: Germany: where else they shop for groceries, September 2017/18
- Higher income households are most likely to split shopping
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- Figure 91: Germany: repertoire of where they shop for groceries, by household income, September 2018
- Attitudes to grocery shopping
- Quality of fresh foods drives choice of retailer
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- Figure 92: Germany: attitudes to fresh foods at grocery retailers, September 2018
- Edeka shoppers are most concerned with fresh food
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- Figure 93: Germany: attitudes to fresh foods at grocery retailers, by where they spend the most, September 2018
- Food waste is a concern for all
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- Figure 94: Germany: attitudes to food wastage at grocery retailers, September 2018
- Aldi shoppers are most concerned about food waste
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- Figure 95: Germany: attitudes to food wastage at grocery retailers, by where they spend the most, September 2018
- Rethinking plastics
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- Figure 96: Germany: attitudes to food packaging, September 2018
- Supermarket shoppers are most concerned about packaging
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- Figure 97: Germany: attitudes to food packaging, by where they spend the most, September 2018
- 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 98: Italy: annual percentage change in consumer spending on food and beverages, 2013-17
- Sector size and forecast
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- Figure 99: Italy: food retailers, sales (ex VAT), 2013-22
- Channels of distribution
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- Figure 100: Italy: estimated distribution of spending on food and beverages, 2017
- Companies and brands
- Market shares
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- Figure 101: Italy: top 10 grocers’ shares of all food retailers’ sales, 2017
- Leading players
- Online
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- Figure 102: Italy: online purchasing, 2008-17
- The consumer
- Who shops for groceries
- How they shop
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- Figure 103: Italy: how they shop for groceries, September 2018
- Where they shop
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- Figure 104: Italy: where they shop for groceries, September 2018
- Attitudes to shopping for groceries
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- Figure 105: Italy: attitudes to buying groceries, September 2018
- What we think
- Issues and insights
- The rise of the discounters
- The facts
- The implications
- The opportunity that lies in food waste reduction
- The facts
- The implications
- The market – What you need to know
- Spending falling in real terms
- Growth in the sector held back by smaller players
- Grocers remain dominant
- Consumer spending
- Consumer spending growth slows
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- Figure 106: Italy: consumer spending on food, drink and tobacco (inc VAT), 2013-18
- Sector size and forecast
- Sector expected to grow just 0.3% in 2018
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- Figure 107: Italy: food retailers, sales (ex VAT), 2013-18
- Growth forecast to accelerate in 2019
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- Figure 108: Italy: food retailers, forecast sales (ex VAT), 2018-23
- Inflation
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- Figure 109: Italy: consumer prices* of food and drink, annual % change, 2013-17
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- Figure 110: Italy: consumer prices* of food and drink, annual % change, January 2017-October 2018
- Channels of distribution
- Non-specialists gaining market share
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- Figure 111: Italy: estimated distribution of spending on food and beverages, 2017
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- Figure 112: Italy: estimated distribution of spending on food and beverages, 2013-17
- Leading players – What you need to know
- A new leading player in the Italian grocery sector
- Discounters increase market share
- Online spending expected to reach €626 million
- Leading players
- Conad replaces Coop Italia as the leading player
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- Figure 113: Italy: leading grocers, sales (ex VAT), 2015-17
- Discounters continue to expand
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- Figure 114: Italy: leading grocers, outlets, 2015-17
- Sales per outlet
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- Figure 115: Italy: leading grocers, sales per outlet (ex VAT), 2015-17
- Market shares
- Consolidation in the grocery sector
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- Figure 116: Italy: leading grocers shares of all food retailers sales, 2015-17
- Online
- Online activity
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- Figure 117: Italy: online purchasing, 2008-17
- Online grocery market size
- Leading online players
- The consumer – What you need to know
- Grocery shopping habits vary by age
- Online remains small
- Coop Italia, Conad and Lidl most used
- Reiterating the importance of sustainability and fresh produce
- Who shops for groceries
- More than half take responsibility for grocery shopping
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- Figure 118: Italy: who shops for groceries, September 2018
- How they shop for groceries
- Most still shop in-store, but online usage growing
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- Figure 119: Italy: how they shop for groceries, September 2018
- Where they shop for groceries
- Coop Italia is the most-used grocery retailer
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- Figure 120: Italy: where they shop for groceries, net of responses, September 2018
- Lidl is a popular secondary retailer
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- Figure 121: Italy: where they shop for groceries, September 2018
- Leading players attract older, more affluent customer base
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- Figure 122: Italy: where they shop for groceries, net of responses, by age and income, September 2018
- Most people shop with multiple retailers
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- Figure 123: Italy: repertoire of grocery retailers used, September 2018
- Coop shoppers show an appetite for purchasing online
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- Figure 124: Italy: how they shop for groceries by grocery retailers where the most money is spent, September 2018
- Attitudes to grocery shopping
- Fresh produce is a key driver in where people choose to shop
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- Figure 125: Italy: attitudes to fresh foods, September 2018
- Most think food waste is a problem
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- Figure 126: Italy: attitudes to food waste, September 2018
- Concerns over plastic packaging are notable
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- Figure 127: Italy: attitudes to food packaging, September 2018
- 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
- Sector size and forecast
- Channels of distribution
-
- Figure 128: Spain: estimated distribution of food, drink and tobacco spending, 2017
- Companies and brands
- Leading players
- Market shares
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- Figure 129: Spain: leading grocers’ shares of all food retailers’ sales, 2017
- Online still only a small part of the sector
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- Figure 130: Spain: online purchasing, 2008-17
- The consumer
- How they shop
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- Figure 131: Spain: food shopping, in-store vs online, September 2018
- Where they shop
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- Figure 132: Spain: food retailer most money spent with, September 2018
- Attitudes to grocery shopping
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- Figure 133: Spain: attitudes to grocery shopping, September 2018
- What we think
- Issues and insights
- Online may be a slow burn, but it is a real opportunity
- The facts
- The implications
- The opportunity for the hard discounters
- The facts
- The implications
- The market – What you need to know
- Spending falling in real terms
- Supermarkets holding on to share of retail sales
- Supermarkets dominant
- Consumer spending
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- Figure 134: Spain: consumer spending on food, drink and tobacco (incl. VAT), 2013-18
- Sector size and forecast
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- Figure 135: Spain: food retailers, sales (excl. VAT), 2013-18
- Figure 136: Spain: food retailers, forecast sales (excl. VAT), 2019-23
- Inflation
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- Figure 137: Spain: consumer prices of food and drink, annual % change, 2012-17
- Figure 138: Spain: consumer prices of food and drink, annual % change, Jan 2017-Sept 2018
- Channels of distribution
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- Figure 139: Spain: estimated distribution of spending on food, drink and tobacco, 2017
- Leading players – What you need to know
- Mercadona dominant
- Carrefour, the number two
- Discounters growing
- Online still only a small part of the sector.
- Leading players
- Mercadona leads the way
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- Figure 140: Spain: leading food retailers, sales, 2013/14-2017/18
- Figure 141: Spain: leading food retailers, outlets, 2013/14-2017/18
- Sales per outlet
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- Figure 142: Spain: leading food retailers, sales per outlet, 2013/14-2017/18
- Market shares
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- Figure 143: Spain: leading grocers’ shares of all food retailers’ sales, 2013-17
- Online
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- Figure 144: Spain: online purchasing, 2008-17
- Online grocery market size
- Leading online players
- The consumer – What you need to know
- Stores still most important
- Mercadona in the lead
- There’s too much packaging and too much waste
- How they shop for groceries
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- Figure 145: Spain: how they shop for groceries, September 2018
- Where they shop for groceries
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- Figure 146: Spain: food retailer most money spent with, September 2018
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- Figure 147: Spain: grocery retailer they spend the most with, by average age and income, September 2018
- Where they also shop
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- Figure 148: Spain: grocery retailers used for top up shopping, September 2018
- Number of retailers used
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- Figure 149: Spain: number of different food retailers used, September 2018
- Retailers used – in-store or online
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- Figure 150: Spain: how they shop for groceries by grocery retailers where the most money is spent, September 2018
- Attitudes to grocery shopping
- Food waste
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- Figure 151: Spain: attitudes to food waste, September 2018
- Packaging
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- Figure 152: Spain: attitudes to food packaging, September 2018
- Fresh foods
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- Figure 153: Spain: attitudes to fresh foods, September 2018
- Attitudes to food shopping by where people shop
- 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
- Grocery sector expected to see sales accelerate in 2018
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- Figure 154: All food retail sales (inc. VAT), 2013-23
- Supermarket sector is growing once more…
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- Figure 155: Supermarkets’ market size and forecast (inc. VAT), 2013-23
- …but growth remains slower than the wider sector
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- Figure 156: Estimated breakdown of sector sales, by channel, 2012-18
- Inflation eases, allowing real incomes to grow once more
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- Figure 157: Average weekly earnings, by consumer price index, January 2015-September 2018
- Companies and brands
- Tesco remains the market leader but Sainsbury’s and Asda will create stiff competition
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- Figure 158: Leading grocery retailers: share of all grocery retail sales, 2017
- Aldi brand in rude health
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- Figure 159: Key metrics for selected brands, August 2018
- The consumer
- Most combine a main shop with a top-up
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- Figure 160: Household grocery buying behaviours, 2015-18
- Two thirds still spend the most in supermarkets
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- Figure 161: Store format where the most is spent in a typical month, 2016-18
- The majority of grocery shoppers shop with Tesco in a typical month
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- Figure 162: Grocery retailers used for primary and secondary shops, August 2018
- Almost nine in 10 purchase non-foods from supermarkets
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- Figure 163: Non-food products purchased in-store or online in the past 12 months, August 2018
- Just under three quarters use food counters
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- Figure 164: Food counter and café services used in supermarkets, August 2018
- 38% of grocery shoppers are very satisfied with their retailer of choice
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- Figure 165: Satisfaction with grocery retailer where the most is spent in a typical month, August 2018
- Quality of fresh a key area, but consumers are worried about levels of food waste
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- Figure 166: Attitudes towards shopping for groceries, August 2018
- What we think
- Issues and insights
- The Asda and Sainsbury’s merger: 2+3=1?
- The facts
- The implications
- What does the future of supermarkets look like?
- The facts
- The implications
- Waste not, want not: Where do supermarkets sit in the fight against food waste?
- The facts
- The implications
- The market – What you need to know
- Inflation eases, allowing real incomes to grow once more
- Spending on food holding up well
- Supermarket sector returns to growth in 2017…
- …but growth remains slower than the wider sector
- Market drivers
- Inflation high throughout 2017
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- Figure 167: Food and drink inflation, 2013-August 18
- Real wages showing signs of growth in 2018
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- Figure 168: Average weekly earnings, by consumer price index, January 2015-September 2018
- Consumer confidence dips at end of summer
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- Figure 169: Consumer confidence: current financial situation vs sentiment for the coming year, January 2016-September 2018
- Increasing number of private renters
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- Figure 170: UK household tenure status, 2012-17
- Consumer spending on food and drink
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- Figure 171: Consumer spending on core food and drink categories, 2013-18
- Spending on food
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- Figure 172: Annual % change in the value, volume and prices in the food category, 2013-18
- How food spending breaks down
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- Figure 173: Composition of consumer spending on food, categories as % of total spending, 2017
- Spending on non-alcoholic drinks
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- Figure 174: Annual % change in the value, volume and prices in the non-alcoholic beverages category, 2013-18
- 2017 sees an uplift in alcoholic drink sales
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- Figure 175: Annual % change in the value, volume and prices in the alcoholic beverages category, 2013-18
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- Figure 176: Composition of consumer spending on alcoholic drinks, categories as a % of total spending, 2017
- Sector size and forecast
- Grocery sector sees growth accelerate driven by inflation
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- Figure 177: All food retail sales (inc. VAT), 2013-23
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- Figure 178: All food retail sales (inc. VAT), market size and forecast, in current and constant prices, 2013-23
- Supermarket sector size
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- Figure 179: Supermarkets’ market size and forecast (inc. VAT), 2013-23
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- Figure 180: Supermarkets: market size and forecast (inc. VAT), in current and constant prices, 2013-23
- Forecast methodology
- Channels of distribution
- Despite competition, supermarkets still account for half the market
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- Figure 181: Estimated channels of distribution for grocery retail sales, 2017
- Is the decline bottoming out?
-
- Figure 182: Estimated breakdown of sector sales, by channel, 2012-18
- The consumer – What you need to know
- Most combine a main shop with a top-up
- Two thirds still spend the most in supermarkets
- The majority of grocery shoppers shop with Tesco in a typical month
- Tesco primary shoppers skew younger, whilst Sainsbury’s skew older
- Almost nine in 10 purchase non-foods from supermarkets
- Just under three quarters use food counters
- 38% of grocery shoppers are very satisfied with their retailer of choice
- Quality of fresh a key area, but consumers are worried about levels of food waste
- How they shop
- Nine in 10 responsible
- Most combine a main shop with a top-up
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- Figure 183: Household grocery buying behaviours, 2015-18
- Habits are not static
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- Figure 184: Household grocery buying behaviours, March 2016-September 2018
- Older consumers more likely to shop on a top-up basis…
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- Figure 185: Household grocery buying behaviours, by age, August 2018
- …leading to most shopping multiple times per week
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- Figure 186: Frequency of household grocery buying, August 2018
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- Figure 187: Household grocery buying behaviours, by frequency of grocery shop, August 2018
- Types of stores used
- Growth in use of discounters and online has led to less reliance on supermarkets
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- Figure 188: Store format where the most is spent in a typical month, 2016-18
- Who spends the most in supermarkets?
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- Figure 189: Store format where the most is spent in a typical month, by age. August 2018
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- Figure 190: Attitudes towards justification of supermarket visitation, by age, August 2018
- Large families, large baskets
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- Figure 191: Store format where the most is spent in a typical month, by parental status and gender, August 2018
- Where they shop
- Tesco is leading the way…
-
- Figure 192: Grocery retailers used, August 2018
- …but Aldi is the big winner
-
- Figure 193: Trend of grocery retailers used, 2016-18
- Tesco attracts both primary and secondary shoppers
-
- Figure 194: Grocery retailers used for primary and secondary shops, August 2018
- Just 7% are loyal to one retailer only
-
- Figure 195: Repertoire of secondary retailers used, August 2018
- Discounters appeal in a secondary capacity to Asda shoppers
-
- Figure 196: Where leading retailers’ primary shoppers also shop, August 2018
- Retailer demographic comparison
- Tesco attracts the young in a secondary capacity
-
- Figure 197: Leading grocery retailers used for primary and secondary shops, by age, August 2018
-
- Figure 198: The discounters: primary and secondary shoppers, by age, August 2018
- Large towns a hotspot for Asda
-
- Figure 199: Leading grocery retailers used for primary and secondary shops, by location, August 2018
- Aldi is making inroads in the North
-
- Figure 200: Leading retailers’ primary shoppers, by region live in, August 2018
-
- Figure 201: Leading retailers’ secondary shoppers, by region live in, August 2018
- Asda usage prevalent amongst lower income groups
-
- Figure 202: Leading grocery retailers used for primary and secondary shops, by household income bracket, August 2018
-
- Figure 203: Aldi and Lidl, primary and secondary grocery shoppers, by household income bracket, August 2018
- Non-foods in supermarkets
- More than four in five purchased non-foods in-store at supermarkets
-
- Figure 204: Non-food products purchased in-store or online in the past 12 months, August 2018
- George the most shopped from brand
-
- Figure 205: Supermarket brand shopped with in-store or online in the past 12 months, by categories of clothing, August 2018
- Only a third of supermarket shoppers are influenced by non-foods
-
- Figure 206: Behaviours in supermarkets, August 2018
- Counter services and non-food services in supermarkets
- Three quarters (73%) of supermarket shoppers use food counters
-
- Figure 207: Food counter and café services used in supermarkets, August 2018
- Most see food counters as more important than non-food areas
-
- Figure 208: Attitudes towards food counts in supermarkets, by age, August 2018
- Refreshing the counter line-up could engage younger consumers
-
- Figure 209: Food counter and café services used in supermarkets, by age, August 2018
-
- Figure 210: Repertoire of food-based services typically used in supermarkets, August 2018
- Morrisons shoppers far more likely to use counter services
-
- Figure 211: Food counter and café services used in supermarkets, by retailer where the most is spent with in a typical month, August 2018
- Three quarters have used an in-store service in the past year
-
- Figure 212: Services used in supermarkets in the past year, August 2018
- Satisfaction with the grocery shopping experience
- Just over a third say they are very satisfied with their retailer of choice
-
- Figure 213: Satisfaction with grocery retailer where the most is spent in a typical month, August 2018
- Scope to give more information about where products are sourced
-
- Figure 214: Key drivers of overall satisfaction with grocery retailers, August 2018
- Retailer comparison
-
- Figure 215: Overall satisfaction with the retailer where the most is spent in a typical month, August 2018
-
- Figure 216: Satisfaction with select factors at the retailer where the most is spent in a typical month, August 2018
-
- Figure 217: Satisfaction with select factors at the retailer where the most is spent in a typical month, August 2018
- Key driver analysis: methodology
-
- Figure 218: Overall satisfaction with grocery retailers – Key driver output, August 2018
- Attitudes towards fresh foods, food waste and plastics
- Most feel fresh is the most important consideration when choosing where to shop
-
- Figure 219: Attitudes towards fresh foods in supermarkets, August 2018
-
- Figure 220: Agreement with attitudes towards fresh foods in supermarkets, by channel where the most is spent in a typical month, August 2018
- Vast majority feel food waste is an important concern
-
- Figure 221: Attitudes towards food waste in supermarkets, August 2018
- Grocers should be leading on plastic reduction and education
-
- Figure 222: Attitudes towards plastics and packaging at grocery retailers, August 2018
- Leading retailers – What you need to know
- Morrisons posts strongest growth in 2017
- Sainsbury’s and Asda will push Tesco, but it retains its leading market share
- Tesco also the market leader online
- Aldi and Lidl still have the edge on value-for-money perceptions
- Leading grocery retailers – Key metrics
- Sales
-
- Figure 223: Leading grocery retailers, net sales, 2013-17
- Stores
-
- Figure 224: Leading grocery retailers: Store numbers, 2013-17
-
- Figure 225: Leading grocery retailers: annual sales per outlet, 2013-17
- Sales areas and densities
-
- Figure 226: Leading grocery retailers: total sales area, 2013-17
- Figure 227: Leading grocery retailers: annual sales per sq m, 2013-17
- Operating profits and margins
-
- Figure 228: Leading grocery retailers: operating profits, 2013-17
- Figure 229: Leading grocery retailers: operating margins, 2013-17
- Market share
- Tesco remains the market leader…
-
- Figure 230: Leading grocery retailers: share of all grocery retail sales, 2017
- …but Sainsbury’s plus Asda would create a challenge
-
- Figure 231: Leading grocery retailers: share of all grocery retail sales, 2013-18
- A note on our market share
- Online
- Around half of consumers do some online grocery shopping
-
- Figure 232: Usage of online grocery shopping, December 2017
- Online grocery only accounts for 6% of sector sales
-
- Figure 233: Estimated breakdown of sector sales, by channel, 2012-18
- The in-store experience matters
-
- Figure 234: Why users shop online for groceries, December 2017
- Same-day delivery comes at a cost
-
- Figure 235: Attitudes towards same-day delivery services, December 2017
- Tesco is losing market share
-
- Figure 236: Leading online grocery retailers’ estimated market shares, 2017
- Space allocation summary
- Summary data and classifications
-
- Figure 237: Food, non-food standard classifications, 2018
- Convenience comparison overview
-
- Figure 238: UK leading food retailers’ hypermarket store format: convenience comparison overview split, November 2018
-
- Figure 239: UK leading food retailers’ superstore format: convenience comparison overview split, November 2018
- Figure 240: UK leading food retailers’ smaller supermarkets and discounters: convenience comparison overview split, November 2018
- Detailed convenience comparison split
-
- Figure 241: UK leading food retailers’ hypermarket store format: convenience comparison detailed split, November 2018
-
- Figure 242: UK leading food retailers’ superstore format: convenience comparison detailed split, November 2018
-
- Figure 243: UK leading food retailers’ smaller supermarkets and discounters: convenience comparison detailed split, November 2018
- Food and drink categories split
-
- Figure 244: Waitrose, Finchley Road, London, Sushi Daily, November 2018
- Figure 245: UK leading food retailers: food and drink categories as a percentage of total space allocated to food and drink, November 2018
- Retail product mix
-
- Figure 246: Leading food retailers, estimated Sales Mix, 2017/18
- Figure 247: Leading food retailers: category sales as % total sales, 2017
-
- Figure 248: Leading food retailers, sales density by broad category, 2017
- Figure 249: Leading food retailers: estimated share of key product markets, 2017
- Innovation and launch activity
- Extended non-grocery offering to encourage consumers to visit supermarkets
- Tapping into consumer demand for locally produced food
- Helping customers make healthier food choices when grocery shopping in-store
- Eco-conscious grocery shopping
- Food-to-go experiences
- E-bike grocery home delivery service
- Speeding up the supermarket checkout process
- Advertising and marketing activity
- Total sector advertising down 8.2% year on year in 2017
-
- Figure 250: Recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarket and online grocers, 2014-18*
- Tesco ramps up advertising spend in 2017
-
- Figure 251: Recorded above-the-line, online display and direct mail total advertising expenditure, by leading UK supermarket and online grocers, 2014-17
- Advertising spend peaks around key seasonal events in the retail calendar
-
- Figure 252: Recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarket and online grocers, by month, 2016 and 2017
- TV grabs the biggest share of advertising expenditure
-
- Figure 253: Percentage media type split of recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarkets and online grocers, 2014-18*
- What we’ve seen so far in 2018
- Nielsen Ad Intel coverage
- Brand research
- What you need to know
- Brand map
-
- Figure 254: Attitudes towards and usage of selected brands, October 2018
- Key brand metrics
-
- Figure 255: Key metrics for selected brands, October 2018
- Brand attitudes: Aldi and Lidl’s image highly associated with good value
-
- Figure 256: Attitudes, by brand, October 2018
- Brand personality: Co-op moving away from boring sentiment
-
- Figure 257: Brand personality – Macro image, October 2018
- Aldi, Lidl and Iceland still regarded as somewhat basic
-
- Figure 258: Brand personality – Micro image, October 2018
- Brand analysis
- Another good year for Tesco
- Sainsbury’s/Asda potential branding dilemma
- Asda showing signs of recovery
- Morrisons’ accessibility is improving
- Aldi is positively endorsed
- The Co-op’s brand image overhaul is working
- Lidl still marginally behind Aldi
- M&S Simply Food as stylish as ever
- Iceland pushing eco-credentials
- Exclusivity helps Waitrose stand out
- Ocado is highly recommended
- Amazon widely accessible
- Appendix – Data sources, abbreviations and supporting information
- Data sources
- Financial definitions
- Consumer research methodology
- Abbreviations
- Appendix – Key driver analysis
- Interpretation of results
-
- Figure 259: Overall satisfaction with grocery retailers – Key driver output, July 2018
-
- Figure 260: Satisfaction with grocery retailers, July 2018
- Appendix – Market size and forecast
- Forecast methodology
Ahold Delhaize
-
- What we think
- Investing in unique in-store experiences
- Checkout-free store
- New small store format dedicated to fulfil local customers’ demand for convenience
- Updated brand positioning driving like-for-like sales at Delhaize Belgium
- Testing fresh foods vending machine
- Seamless and convenient online shopping experience
- Expanding fulfilment capabilities to support e-commerce growth
- Voice-activated shopping
- Commitment to eradicate plastic waste
- Company background
- Company performance
-
- Figure 261: Ahold Delhaize: group financial performance*, 2015-17
-
- Figure 262: Ahold Delhaize: outlet data, 2015-17
- Retail offering
Aldi
-
- What we think
- Encouraging ‘one-stop shopping’
- Launching in Italy
- Growing harmonisation
- Company background
- Company performance
-
- Figure 263: Aldi: estimated group financial performance, 2013-17
-
- Figure 264: Aldi: outlet data, 2013-17
- Retail offering
Asda Group
-
- What we think
- Sainsbury’s merger: not the end for the Asda brand but is it good for Sainsbury’s?
- Abandoning price guarantee shouldn’t impact perceptions of competitiveness
- A greater focus on sustainability
- More flexible on customers’ specific needs
- Digital offer refinements
- Company background
- Company performance
-
- Figure 265: Asda Group Ltd: group financial performance, 2013-17
-
- Figure 266: Asda Stores Ltd: breakdown of revenue between sale of goods and fuel, 2013-17
- Figure 267: Asda Group Ltd: outlet data, 2013-17
-
- Figure 268: Asda Group Ltd: outlets, by type, 2017/18
- Retail offering
Auchan
-
- What we think
- Growing focus on proximity
- Single brand transformation continues
- Horizon alliance offers opportunity to boost buying power
- Recovering lost ground on digital
- Company background
- Company performance
-
- Figure 269: Auchan: group financial performance, 2013-17
-
- Figure 270: Auchan: outlet data, 2013-17
- Retail offering
Carrefour
-
- What we think
- The Bompard era and Carrefour 2022 transformation plan
- New blood
- The hypermarket format
- Remodellings and transformations in all countries
- Partnerships
- Online
- Specialist e-commerce sites
- Organics
- Company background
- Company performance
-
- Figure 271: Carrefour: group financial performance, 2013-17
-
- Figure 272: Carrefour: outlet data, 2013-17
- Figure 273: Carrefour: store numbers by country, December 2017
- Figure 274: Carrefour (Europe): outlet numbers by format, 2013-17
- Retail offering
Casino
-
- What we think
- New concepts to make stores more appealing
- Casino and L'Oréal team up to launch beauty stores in Paris
- Delivery options expanded
- Tie up with Ocado to help build digital commerce capabilities
- Instant ordering through voice-command technology
- Lifestyle hub for urban consumers
- Company background
- Company performance
-
- Figure 275: Casino: group financial performance, 2013-17
-
- Figure 276: Casino (France): outlet data, 2013-17
- Retail offering
The Co-operative Food
-
- What we think
- Further move into wholesale brings scale
- Facing a challenge in its traditional territory
- Local sourcing
- Growing closer to the community
- Company background
- Company performance
-
- Figure 277: The Co-operative Food: group financial performance, 2013/14-2017/18
- Figure 278: The Co-operative Food: outlet data, 2013/14-2017/18
- Retail offering
Dia
-
- What we think
- Shop and go
- Combining forces to remain competitive
- Focusing on online
- Where next?
- Company background
- Company performance
-
- Figure 279: Dia: group financial performance, 2013-17
-
- Figure 280: Dia: outlet data, 2013-17
-
- Figure 281: Dia: store formats
- Retail offering
Edeka Group
-
- What we think
- Luxurious supermarket shopping experience
- Groceries delivered straight into customers’ fridges
- Teams up with one click recipe app in new online grocery venture
- Quick and easy payment options
- Focusing on health and wellness offer
- Laser labelling to reduce plastic packaging
- Company background
- Company performance
-
- Figure 282: Edeka Group: food retail sales performance, 2013-17
- Figure 283: Edeka Group: outlet data, 2013-17
- Retail offering
Iceland Foods
-
- What we think
- New-generation high street stores show above-average performance
- Swooping on vacant property to expand Food Warehouse format
- Reaching out to new customers
- Partnership with JD.com to launch an online flagship store in China
- Looking to satisfy demand for vegetarian and vegan options
- Awardwinning Luxury range helping change perceptions of the brand
- Reducing plastic usage
- Bans palm oil from its own-brand foods in UK first
- Company background
- Company performance
-
- Figure 284: Iceland Foods Ltd: UK financial performance, 2013/14-2017/18
-
- Figure 285: Iceland Foods Ltd: UK outlet data, 2013/14-2017/18
- Retail offering
Jerónimo Martins
-
- What we think
- Groceries and cooked meals home delivery service
- Frictionless payment solution to speed up checkout process
- New app to make shopping easier and more convenient
- Biedronka consolidates market-leading position with acquisition
- Expanded own-label product offering
- Reducing the environmental impact of packaging
- Company background
- Company performance
-
- Figure 286: Jerónimo Martins: European retail financial performance, 2013-17
-
- Figure 287: Jerónimo Martins: European retail outlet data, 2013-17
- Retail offering
E. Leclerc
-
- What we think
- Tackling the lucrative Paris market
- Pedestrian Drive to capitalise on growing urbanisation and demand for convenience
- Standalone store concept dedicated to organic food
- Instant ordering through Google’s voice assistant platform
- New online channel to make shopping convenient for Spanish customers
- Company background
- Company performance
-
- Figure 288: E Leclerc: France, estimated sales performance, 2013-17
-
- Figure 289: E Leclerc: outlets and estimated sales per outlet, 2013-17
- Retail offering
Marks & Spencer (UK food)
-
- What we think
- Digital first strategy
- M&S and Decoded open data science academy
- Social-first video content
- Responding to the increasing demand for convenience
- Company background
- Company performance
-
- Figure 290: Marks & Spencer (UK food): Group sales performance, 2013/14-2017/18
-
- Figure 291: Marks & Spencer (UK Food): food outlets, by format, 2013/14-2017/18
- Figure 292: Marks & Spencer (UK food): Outlet data, 2013/14-2017/18
- Retail offering
Mercadona
-
- What we think
- Stores: the focus is on efficient and fresh
- Online development being addressed
- What next?
- Company background
- Company performance
-
- Figure 293: Mercadona: group financial performance, excl. VAT, 2013-17
-
- Figure 294: Mercadona: outlet data, 2013-17
- Retail offering
Les Mousquetaires (Intermarché)
-
- What we think
- Evolution of online grocery
- Relaunch of website
- Urban stores to fulfil every need
- Encouraging healthy eating
- All change on promotions
- Company background
- Company performance
-
- Figure 295: Les Mousquetaires: grocery operations – Estimated sales performance, 2013-17
- Figure 296: Les Mousquetaires: grocery outlet data, 2013-17
- Retail offering
Ocado Group
-
- What we think
- Sobeys deal
- Kroger deal
- War on plastics
- Food redistribution strategy
- Company background
- Company performance
-
- Figure 297: Ocado Group plc: group financial performance, 2012/13-2016/17
-
- Figure 298: Ocado Group plc: key performance metrics, 2013/14-2017/18
- Retail offering
Real
-
- What we think
- METRO plans to sell its struggling Real hypermarket business
- A more enhanced in-store shopping experience
- New forecasting and replenishment planning tool to reduce food wastage
- Non-food rental scheme
- Plans to significantly reduce its plastic footprint
- Company background
- Company performance
-
- Figure 299: Real (Germany): group sales performance, 2013/14-2017/18
- Figure 300: Real (Germany): outlet data, 2013/14-2017/18
- Retail offering
Rewe
-
- What we think
- More prominence for German goods and animal welfare
- Continued focus on sustainability
- EU directive threatens structure of Rewe and similar businesses
- Company background
- Company performance
-
- Figure 301: Rewe: group financial performance, 2013-17
-
- Figure 302: Rewe: outlet data, 2013-17
- Retail offering
J Sainsbury (UK)
-
- What we think
- ‘Combination’ with Asda has potential to transform the business
- Beauty and clothing sectors targeted for expansion
- Improving payment options to reduce checkout queues
- Delivery enhancements help to refine online offer
- Expanding reach
- More reasons to shop in-store
- Taking full control of Nectar opens up possibilities
- Company background
- Company performance
-
- Figure 303: J Sainsbury (UK): group financial performance, 2013/14-2017/18
-
- Figure 304: J Sainsbury (UK): outlet data, 2013/14-2017/18
- Retail offering
Schwarz Group
-
- What we think
- Tight controls the key
- Problems in fresh foods
- Lessons from the UK
- Online
- Where next?
- Company background
- Company performance
-
- Figure 305: Schwarz Group: group financial performance, 2013/14-2017/18
- Figure 306: Schwarz Group: outlet data, 2013/14-2017/18
- Retail offering
Spar International
-
- What we think
- Focused expansion of ultra-convenient stores in high-footfall locations
- Targeting higher-spending customers with new Market fascia
- Online shopping platforms launched in Austria, Slovenia, France and Russia
- One-click payment solutions to skip the checkout queue
- Capitalising on wellbeing trend
- Enhanced in-store shopping environment
- Reducing the impact of the business on the environment
- Company background
- Company performance
-
- Figure 307: Spar International: Western Europe and Central & Eastern Europe retail sales, by country, 2013-17
-
- Figure 308: Spar International: Western Europe and Central & Eastern Europe stores, by country, 2013-17
- Figure 309: Spar International: Western Europe and Central & Eastern Europe retail sales area, 2013-17
- Retail offering
Tesco
-
- What we think
- Recent performance
- Strategy
- Cutting costs
- Looking for growth - Booker
- Cutting back on general merchandise
- Discounting and Jack’s
- So what could go wrong?
- Where next?
- Company background
- Company performance
-
- Figure 310: Tesco: like-for-like growth by UK format, 2014/15-2018/19
- Figure 311: Tesco Central Europe and Asia, like-for-like growth, 2016/17-2018/19
-
- Figure 312: Tesco Plc: group financial performance, 2013/14-2017/18
- Figure 313: Tesco Plc: outlet data, 2013/14-2017/18
- Retail offering
Waitrose & Partners
-
- What we think
- All in for online
- Improving the in-store experience
- C-store sector looks a struggle
- Environment and plastics a key focus of change
- Health and wellbeing takes centre stage
- Company background
- Company performance
-
- Figure 314: Waitrose: group financial performance, 2013/14-2017/18
- Figure 315: Waitrose: outlet data, 2013/14-2017/18
- Retail offering
Wm Morrison Group
-
- What we think
- Fresh Look store makeover driving supermarket sales growth
- Morrisons.com expands online delivery catchment
- Wholesale extending the reach of Morrisons and making the brand accessible to more consumers
- Voice-enabled shopping through Alexa
- Tapping into meat-free tastes
- Expanded non-food product offering
- War on plastic
- Preparing for Brexit
- Company background
- Company performance
-
- Figure 316: Wm Morrison Group: group financial performance, 2013/14-2017/18
-
- Figure 317: Wm Morrison Group: outlet data, 2013/14-2017/18
- Retail offering
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