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Supermarkets - Europe - November 2016

EUROPE – OVERVIEW 
Areas covered in this Report
Consumer research coverage
Technical notes
Consumer spending
Retail sales
Financial definitions
Currencies
Abbreviations
VAT rates
Figure 1: VAT rates around Europe, 2011-16
EXECUTIVE SUMMARY – EUROPE – THE MARKET
The market
Sector size and forecast
Figure 2: Europe: Food retailers’ sales, excl. VAT, 2011-16
Figure 3: Europe: Food retailers’ forecast sales, excl. VAT, 2016-21
Consumer spending
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
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
Figure 8: Europe online food retailing: Usage and share of sales, 2015
Leading players
Figure 9: Europe: Leading food retailers, Sales, 2013/14-2015/16
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
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
Frequency of grocery shopping
Figure 13: Europe: Frequency of grocery shopping, average times per week, September 2016
How they shop – In-store versus online
Figure 14: Continental Europe: In-store vs online grocery shopping, main weekly/monthly shop, September 2016
Figure 15: Continental Europe: In-store vs online grocery shopping, smaller/top-up shops, September 2016
Types of retailer used
Figure 16: Europe: Food retailers used in the last six months, Q3 2016
Reasons for shopping at the most-used retailer
Top rank
Figure 17: Europe: Top five reasons for shopping at the retailer they spend the most with in a typical month, September 2016
Any rank
Figure 18: Europe: Reasons for shopping at the retailer they spend the most with in a typical month, any rank, September 2016
Figure 19: Ranking of reasons for choosing a retailer by proportion choosing that factor, September 2016
Attitudes to grocery shopping.
Organics
Figure 20: Europe: Those agreeing that organics are worth paying more for, Q3 2016
Waste
Figure 21: Europe: Those who do not buy special offers to avoid throwing things away, Q3 2016
Market leaders
Figure 22: Europe: Most used retailer by country, % spending most there in a typical month, September 2016
EXECUTIVE SUMMARY – EUROPE – INNOVATION AND LAUNCH ACTIVITY
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
 OVERVIEW
What you need to know
Areas covered in this Report
 EXECUTIVE SUMMARY
The market
Spending and inflation
Figure 23: France: Grocery market size segmentation, 2015
Channels of distribution
Figure 24: France: Estimated distribution of spending on food and drink, 2015
Sector size and forecast
Figure 25: France: Retail sales by format, annual % growth in value sales (incl. VAT), 2011-15
Leading players
Key metrics
Market shares
Figure 26: France: Leading grocers’ shares of all food retailers sales, 2015
Online
Figure 27: France: Leading grocery retailers’ turnover from Drive services, 2015
The consumer
Who shops for groceries
How they shop for groceries
Figure 28: France: Reasons for shopping for groceries online, Q1 2016
Where they shop for groceries
Figure 29: France: Grocery retailer they spend the most with in a typical month, September 2016
Reasons for shopping at preferred retailer
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
Figure 31: France: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
Inflation
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
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
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
Figure 36: France: Food retailers’ sales (excl. VAT), 2012-16
But smaller stores outperforming larger ones
Figure 37: France: Retail sales by format, annual % growth in value sales (incl. VAT), 2011-15
Decline in non-food sales at the grocers
Figure 38: France: Sales in supermarkets and hypermarkets by type of product, January 2011-November 2014
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
Figure 40: France: Leading grocers, by sales (excl. VAT), 2013-15
Figure 41: France: Leading grocers, outlet numbers, 2013-15
Figure 42: France: Leading grocers, sales per outlet, 2013-15
 MARKET SHARES
Figure 43: France: Leading grocers’ shares of all food retailers sales, 2013-15
 ONLINE
Online sales in France
Shopping online for food
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
Figure 46: France: Leading grocery retailers’ turnover from drive services, 2015
Figure 47: France: Leading grocery retailers’ drive locations, January 2016
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
Figure 49: France: Who is responsible for grocery shopping, September 2016
Men doing more shopping
Figure 50: France: Who is responsible for grocery shopping, by gender, September 2016
 HOW THEY SHOP FOR GROCERIES
Top up shopping popular
Figure 51: France: Frequency of grocery shopping, September 2016
In-store versus online
Figure 52: France: In-store vs online grocery shopping, September 2016
Figure 53: France: Frequency of shopping online for groceries in the last six months, Q1 2016
Figure 54: France: Reasons for shopping for groceries online, Q1 2016
Figure 55: France: Reasons for not shopping for groceries online, Q1 2016
Figure 56: France: Grocery purchasing services used in the past/interested in using in the future, Q1 2016
Shopping behaviours
Figure 57: France: Grocery shopping habits, Q3 2016
Ethical/organic/green shopping on the up
Figure 58: France: Grocery shopping habits, Q4 2015 and Q3 2016
 WHERE THEY SHOP FOR GROCERIES
A quarter of primary shoppers use Leclerc
Figure 59: France: Grocery retailer they spend the most with in a typical month, September 2016
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
Figure 61: France: Reasons for shopping at the retailer they spend the most with in a typical month (net any rank), September 2016
Figure 62: France: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
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
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
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
 OVERVIEW
What you need to know
Areas covered in this Report
 EXECUTIVE SUMMARY
The market
Consumer spending
Figure 68: Germany: Annual % change in consumer spending (incl. VAT), 2012-16
Inflation
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
Figure 70: Germany: Leading grocers’ shares of all food retailers sales, 2015
Online
The consumer
Who shops for groceries
Figure 71: Germany: Who is responsible for grocery shopping, September 2016
How they shop for groceries
Figure 72: Germany: Frequency of grocery shopping, September 2016
Where they shop for groceries
Figure 73: Germany: Grocery retailer they spend the most with in a typical month, September 2016
Reasons for shopping at most-used retailer
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
Figure 75: Germany: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
Inflation continues to fall
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
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
Figure 79: Germany: Food retailers’ sales (excl. VAT), 2011-16
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
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?
Figure 82: Germany: Leading grocers, by sales (excl. VAT), 2013-15
Figure 83: Germany: Leading grocers, outlet numbers, 2013-15
Figure 84: Germany: Leading grocers, Sales per outlet, 2013-15
 MARKET SHARES
Figure 85: Germany: Leading grocers’ shares of all food retailers’ sales, 2013-15
 ONLINE
Online sales in Germany
Shopping online for food
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
Figure 88: Germany: Who is responsible for grocery shopping, September 2015/September 2016
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
Figure 90: Germany: Frequency of grocery shopping, September 2016
In-store shopping still preferred
Figure 91: Germany: In-store vs online grocery shopping, September 2016
Online more popular with the young
Figure 92: Germany: In-store vs online grocery shopping, by age, September 2016
Why they don’t shop online
Figure 93: Germany: Reasons for not shopping for groceries online, Q1 2016
Why they shop online
Figure 94: Germany: Reasons for shopping for groceries online, Q1 2016
 WHERE THEY SHOP FOR GROCERIES
Figure 95: Germany: Grocery retailer they spend the most with in a typical month, September 2016
Shoppers increasingly spending the most at Aldi
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
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
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
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
Figure 100: Germany: Importance of having the lowest prices, by retailer they spend the most with, September 2016
Lidl shoppers focus on price
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
Figure 102: Germany: Reasons for shopping at Aldi, net any rank percentage point difference from the overall average, September 2016
Rewe appeals on quality
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
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
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
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
 OVERVIEW
What you need to know
Areas covered in this Report
 EXECUTIVE SUMMARY
The market
Consumer spending
Figure 107: Italy: Annual % change in consumer spending, 2012-16
Inflation
Figure 108: Italy: Consumer prices of food and drink, annual % change, Jan 2015 – Oct 2016
Channels of distribution
Figure 109: Italy: Estimated distribution of spending on food and beverages, 2015
Sector size and forecast
Leading players
Key metrics
Market shares
Figure 110: Italy: Leading grocers’ share of all food retailers’ sales, 2015
Online
The consumer
Who shops for groceries
Figure 111: Italy: Who is responsible for grocery shopping, September 2015/September 2016
How they shop for groceries
Figure 112: Italy: Frequency of grocery shopping, September 2016
Where they shop for groceries
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
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
Figure 115: Italy: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
Inflation
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
Figure 118: Italy: Estimated distribution of spending on food and beverages, 2015
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
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
Figure 122: Italy: Leading grocers, by sales (excl. VAT), 2013-15
Outlet numbers continue to decline
Figure 123: Italy: Leading grocers, outlet numbers, 2013-15
Figure 124: Italy: Leading grocers, sales per outlet, 2013-15
 MARKET SHARES
Figure 125: Italy: Leading grocers’ shares of all food retailers’ sales, 2013-15
 ONLINE
Online sales in Italy
Shopping online for food
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
Figure 128: Italy: Who is responsible for grocery shopping, September 2015/September 2016
25-34 year-olds take greater responsibility
Figure 129: Italy: Who is responsible for grocery shopping, by age, September 2015/September 2016
Figure 130: Italy: Who is responsible for grocery shopping, by age and gender, September 2016
 HOW THEY SHOP FOR GROCERIES
Italians are frequent shoppers
Figure 131: Italy: Frequency of grocery shopping, September 2016
In-store versus online
Figure 132: Italy: In-store vs online grocery shopping, September 2016
Effort saving benefits of online shopping
Figure 133: Italy: Reasons for shopping for groceries online, Q1 2016
Italians prefer to stick to what they know
Figure 134: Italy: Reasons for not shopping for groceries online, Q1 2016
Online services struggling to convince shoppers
Figure 135: Italy: Grocery purchasing services used in the past/interested in using in the future, Q1 2016
Bargain hunting on the rise
Figure 136: Italy: Grocery shopping habits, Q3 2016
 WHERE THEY SHOP FOR GROCERIES
Coop Italia still the most popular grocery retailer
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
Figure 138: Italy: Grocery retailer they spend the most with in a typical month, September 2015/ September 2016
Conad attracts the oldest shoppers
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
Figure 140: Italy: Reasons for shopping at the retailer they spend the most with in a typical month, September 2016
Priorities driven by necessity
Figure 141: Italy: Primary reason for shopping at grocery retailers, by average age and income, September 2016
Coop Italia shoppers favour range and reliability
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
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
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
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
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
 OVERVIEW
What you need to know
Areas covered in this Report
 EXECUTIVE SUMMARY
The market
Consumer spending
Figure 147: Spain: Annual % change in consumer spending, 2011-15
Inflation
Figure 148: Spain: Consumer prices of food and drink, annual % change, April 2015 – September 2016
Channels of distribution
Figure 149: Spain: Estimated distribution of spending on food, drink and tobacco, 2015
Sector size and forecast
Leading players
Key metrics
Market shares
Figure 150: Spain: Leading grocers’ shares of all food retailers’ sales, 2015
Online
Figure 151: Spain: Percentage of individuals buying online in the past 12 months, 2015
The consumer
Who shops for groceries
Figure 152: Spain: Who is responsible for grocery shopping, September 2016
How they shop for groceries
Figure 153: Spain: Frequency of grocery shopping, September 2016
Where they shop for groceries
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
Figure 155: Spain: Consumer spending on food, drink and tobacco (incl. VAT), 2011-16
Inflation
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
Figure 158: Spain: Estimated distribution of spending on food, drink and tobacco, 2015
 SECTOR SIZE AND FORECAST
Growth of food specialists outpacing grocers
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
Figure 161: Spain: Leading grocers, by sales (excl. VAT), 2013-15
Figure 162: Spain: Leading grocers, outlet numbers, 2013-15
Figure 163: Spain: Leading grocers, sales per outlet, 2013-15
 MARKET SHARES
Consolidation continues
Figure 164: Spain: Leading grocers’ shares of all food retailers sales, 2013-15
 ONLINE
Online sales in Spain
Figure 165: Spain: Estimated online sales by product category, 2015
Shopping online for food
Figure 166: Spain: Percentage of all individuals purchasing online in the past 12 months, 2011-15
Figure 167: Spain: Online purchasing, 2011-15
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
Figure 169: Spain: Who is responsible for grocery shopping, September 2016
Figure 170: Spain: Who is responsible for grocery shopping, September 2015 and September 2016
Two-thirds of women take responsibility for grocery shopping
Figure 171: Spain: Who is responsible for grocery shopping, by gender, September 2016
The gender gap most pronounced amongst older consumers
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
Figure 173: Spain: Frequency of grocery shopping, September 2016
In-store vs online
Figure 174: Spain: In store vs online grocery shopping, September 2016
Changing grocery shopping behaviour
Figure 175: Spain: Grocery shopping habits, by gender and age, Q3 2016
Reasons for not shopping online
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
Figure 177: Spain: Grocery retailer they spend the most with in a typical month, September 2015-16
Primary retailer impacted by financial situation
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
Figure 179: Spain: Reasons for shopping at the retailer they spend the most within a typical month (net any rank), September 2016
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
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
 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
Figure 182: Food and drink inflation, 2011-16
Consumer spending on food takes a dive
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
Figure 370: Central Europe: Store portfolios, October 2016
Online
Fuel
Tesco Bank
Tesco Mobile
Figure 371: Tesco Plc: Group financial performance, 2011/12-2015/16
Figure 372: Tesco Plc: Outlet data, 2011/12-2015/16
Retail offering
WAITROSE 
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
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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