Supermarkets - Europe - November 2019

OVERVIEW
Areas covered in this report
Consumer research coverage
Technical notes
Consumer spending
Retail sales
Financial definitions
Currencies
Sales tax rates
Figure 1: VAT rates around Europe, 2014-19
Abbreviations
EXECUTIVE SUMMARY – EUROPE – THE MARKET
Sector size and forecast
Figure 2: Europe: Food retailers, sales, 2014-19
Figure 3: Europe: Food retailers, forecast sales, 2019-24
Consumer spending
Food and non-alcoholic drink
Figure 4: Europe: Spending on food and non-alcoholic drinks, 2013-18
Alcohol, tobacco and narcotics
Figure 5: Europe: Spending on alcoholic drinks, tobacco and narcotics, 2013-18
Health & beauty products
Figure 6: Europe: Spending on products for personal care, 2013-18
Spending and retail sales
Figure 7: Europe: Spending on food, drink and health & beauty as % of all food retailers’ sales, 2013-18
Inflation
Figure 8: Europe: Harmonised index of food and non-alcoholic beverages prices, annual % change, 2013-19
Figure 9: Europe: Harmonised index of alcohol and tobacco prices, annual % change, 2013-19
Online
Figure 10: EU: Proportion of people who have bought groceries online in the last 12 months, 2008-18
Figure 11: Europe: Proportion of people who have shopped for groceries online, by country, 2013-18
Figure 12: Europe: Online grocery sales, 2018
Leading players
Figure 13: Europe: Leading food retailers, sales, 2014/15-2018/19
Figure 14: Europe: Leading food retailers, outlets, 2014/15-2018/19
Figure 15: Europe: Leading food retailers, sales per outlet, 2014/15-2018/19
Market shares
Figure 16: Europe: Leading food retailers’ shares of all food retailers’ sales, 2014/15-2018/19
Figure 17: Europe: Leading food retailers’ shares of all food retailers’ sales, 2018
What we think
France
Germany
Italy
Spain
UK
EXECUTIVE SUMMARY – EUROPE – THE CONSUMER
The research
Who shops for groceries
Figure 18: Europe: Who shops for groceries, by country, June  2019
Figure 19: Europe: Who shops for groceries, by gender and country, June 2019
How people shop for groceries
Figure 20: Europe: How they shop for groceries, by country, June 2019
Where they shop for groceries
Figure 21: Europe: Most used retailer and proportion of shoppers, by country, June 2019
Figure 22: Europe: Top 2 and top 5 food retailers by proportion of shoppers, by country, June 2019
The discounters
Figure 23: Europe: Use of top 2 discounters for main shop and top-up shopping, by country, June 2019
Top-up shopping
Figure 24: Europe: Number of retailers used for grocery shopping, by country, June 2019
Figure 25: Europe: First and second most used retailers for top-up shopping, by country, June 2019
Attributes associated with different types of grocery retailer
Supermarkets and discounters are convenient and ‘value for money’…
Figure 26: Europe: Attributes associated with food retail formats, by country, June 2019
… but discounters’ price advantage is losing strength
Figure 27: Europe: Attribute ‘value for money’ associated with supermarkets and discounters, by country, June 2019
Supermarkets benefit from other attributes over discounters
Figure 28: Europe: Attributes associated with supermarkets and discounters, by country, June 2019
Figure 29: Europe: Attributes associated with supermarkets and discounters, by country, June 2019
Food specialists support the local community
Figure 30: Europe: Attributes associated with food specialists, by country, June 2019
EXECUTIVE SUMMARY – EUROPE – INNOVATION AND LAUNCH ACTIVITY
‘Tap, pay and go’ services save time at supermarkets
Figure 31: Albert Heijn at Ahold Delhaize Head Office in Zaandam 
Supermarkets encourage greener habits in store
Helping to fight CO2 Emissions
Figure 32: Spar Norway’s most climate-friendly store in Snarøya, 2019
Innovative food and plastic waste initiatives
Figure 33: Lidl’s 'Bon appétit, zéro gaspi' initiative at its Luxembourg store, 2019
Supermarkets deliver straight to customers
Figure 34: Jumbo Foodmarkt food delivery collaboration with Thuisbezorgd.nl, 2019
Figure 35: Lidl’s click and collect service in Ghent
Supermarkets roll out experience-led formats
Figure 36: Edeka’s Naturkind supermarket in hamnburg, 2019
FRANCE
 OVERVIEW
What you need to know
Areas covered in this report
 EXECUTIVE SUMMARY
The market
Consumer spending
Figure 37: France: Consumer spending on food, drink and tobacco by category, 2018
Sector size and forecast
Channels of distribution
Figure 38: France: estimated channels of distribution of food and drink (excluding tobacco) spending, 2018
Companies and brands
Key metrics
Market shares
Figure 39: France:  Leading grocers’ shares of all food retailers’ sales, 2018
Online
The consumer
Who shops for groceries
Figure 40: France: responsibility for grocery shopping, by gender, June 2019
How they shop for groceries
Figure 41: France: how they shop for groceries, June 2019 and September 2018
Where they shop for groceries
Figure 42: France: Grocery retailers used for primary and secondary shops, June 2019
Figure 43: France: Attributes associated with types of grocery retailer, June 2019
What we think
 ISSUES AND INSIGHTS
Change in France’s discount sector
The facts
The implications
‘Le vrac’ or packaging-free stores
The facts
The implications
 THE MARKET – WHAT YOU NEED TO KNOW
Economy growing despite social unrest
Grocery spending robust but behind growth in overall consumer spend
Food retailers remain steady
Hypermarkets declining as non-store and small stores grow
 CONSUMER SPENDING
The economy
Spending on food and drink growing slower than all spending
Figure 44: France: Consumer spending on food, drink and tobacco (incl. VAT), 2014-19
Meat spending dropping
Figure 45: France: Composition of consumer spending on food, categories as % of total spending, 2018
 SECTOR SIZE AND FORECAST
Figure 46: France: Food retailers, sales (excl. VAT), 2014-19
Figure 47: France: Food retailers, forecast sales (excl. VAT), 2019-24
 INFLATION
Figure 48: France: Consumer prices* of food and drink, Annual % change, 2014-18
Figure 49: France: Consumer prices* of food and drink, Annual % change, January 2018-August 2019
 CHANNELS OF DISTRIBUTION
Figure 50: France: channels of distribution of food and drink products (excluding tobacco), 2016-18
 COMPANIES AND BRANDS – WHAT YOU NEED TO KNOW
Leclerc leads
Discounters and organics are thriving
Rethinking the hypermarket
Leading groups’ market shares in decline
Leclerc leads growing online sector
 LEADING PLAYERS
Key metrics
Leclerc leads
Discount continues to thrive
Organic stores continue to expand
Rethinking the hypermarket
Figure 51: France: Leading grocers, sales (excl. VAT), 2014-18
Figure 52: France:  Leading grocers, outlets, 2014-18
Sales per outlet
Figure 53: France:  Leading grocers, Sales per outlet, 2014-18
 MARKET SHARES
Figure 54: France:  Leading grocers’ shares of all food retailers’ sales, 2014-18
 ONLINE
Online activity
Figure 55: France: Broadband connections (percentage of households), 2011-18
Shopping online for food
Figure 56: France: Online purchasing in the last 12 months, 2009-18
Figure 57: France: Preference for shopping online for groceries rather than in-store, 2018
Online grocery market size
Leading online players
Figure 58: France: leading online grocery retailers, sales, 2014-18
 THE CONSUMER – WHAT YOU NEED TO KNOW
Women are the primary shoppers
Shopping online is growing
Leclerc leads
Lidl top for top-up shops
Specialists outrank supermarkets on quality and service
 WHO SHOPS FOR GROCERIES
Figure 59: France: responsibility for grocery shopping, by gender, June 2019
Figure 60: France: how they shop for groceries, June 2019 and September 2018
Figure 61: France: how they shop for groceries, parents of under 16s, June 2019
 WHERE THEY SHOP FOR GROCERIES
Leclerc leads
Lidl the leading discounter
Figure 62: France: grocery retailers ever used (net main or secondary grocery shopping), June 2019
Lidl most popular for top-up shops
Figure 63: France: Grocery retailers used for primary and secondary shops, June 2019
Customer profiles
Figure 64: France: grocery retailer they spend the most with, by average age and income,  une 2019
Figure 65: France: Where leading retailers’ primary shoppers also shop, June 2019
Retailers used and channel used to shop
Figure 66: France: how they shop for groceries by main grocery retailer used, June 2019
Most people shop with multiple retailers
Figure 67: France: repertoire of grocery retailers used, June 2019
 ATTRIBUTES ASSOCIATED WITH DIFFERENT TYPES OF GROCERY RETAILER
Figure 68: France: Attributes associated with types of grocery retailer, June 2019
 APPENDIX –DATA SOURCES, ABBREVIATIONS AND SUPPORTING INFORMATION
Abbreviations
Data sources
GERMANY
What you need to know
Areas covered in this report
 EXECUTIVE SUMMARY
The market
Consumer spending
Figure 69: Germany: Consumer spending on food, drink and tobacco, 2014-19
Inflation
Sector size and forecast
Figure 70: Germany: Food retailers, sales (excl. VAT), 2014-24
Channels of distribution
Figure 71: Germany: Estimated distribution of spending on food, drinks and tobacco by channel, 2018
Companies and brands
Leading players
Figure 72: Germany: Leading grocers, sales, 2018
Market shares
Figure 73: Germany: Leading food retailers’ shares of all food retailers’ sales, 2018
Online
Figure 74: Germany: Online food sales, incl. VAT, 2018
The consumer
Who shops for groceries
Figure 75: Germany: Who shops for groceries, by gender, June 2019
How they shop for groceries
Figure 76: Germany: How they shop for groceries, June 2019
Where they shop for groceries
Figure 77: Germany: Where they shop for groceries, June 2019
Figure 78: Germany: Where else they shop for groceries, June 2019
Attributes associated with different types of grocery retailer
Figure 79: Germany: Attributes associated with discounters and supermarkets, June 2019
What we think
 ISSUES AND INSIGHTS
The fight against food wastage
The facts
The implications
The war against plastic grows stronger
The facts
The implications
 THE MARKET – WHAT YOU NEED TO KNOW
Growth in groceries spend set to slow down to 1.4% in 2019
Grocers outperform food specialists yet again
Retailers’ sales forecast to reach €250 billion by 2024
Inflation peaks in 2018 but decreases for food
Discounters raise their share to 46% of consumer spending
 CONSUMER SPENDING
Spending continues to rise with higher employment and wages
Figure 80: Germany: Consumer spending on food, drinks and tobacco (incl. VAT), 2014-19
 SECTOR SIZE AND FORECAST
Growth in retail followed by economic slowdown in 2019
Figure 81: Germany: Food retailers, sales (excl. VAT), 2014-19
Figure 82: Germany: Food retailers, forecast sales (excl. VAT), 2019-24
 INFLATION
Figure 83: Germany: Harmonised index of consumer prices (HICP), annual % change, 2014-18
Figure 84: Germany: Consumer prices* of food and drink, Annual % change, January 2018 - August 2019
 CHANNELS OF DISTRIBUTION
Figure 85: Germany: distribution of food and drink products (excluding tobacco) spending by channel, 2015-18
Figure 86: Germany: distribution of food and drink products (excluding tobacco) spending by channel, 2018
 LEADING PLAYERS – WHAT YOU NEED TO KNOW
Edeka remains the largest food retailer in Germany
Rewe and Schwarz grow the most among the leaders
Strong growth in sales for smaller players
Concentration increases as top 14 represent 86% of sales
Proportion of online grocery shoppers grows more slowly
Online sales of food grow 20.4%
 LEADING PLAYERS
Edeka maintains its leadership position
Rewe and Schwarz show the strongest growth in the top four
Smaller players perform well in 2018
Metro to sell Real
Figure 87: Germany: Leading grocers, sales, 2014/15-2018/19
Figure 88: Germany: Leading grocers, outlets, 2014/15-2018/19
Sales per outlet
Figure 89: Germany: Leading grocers, sales per outlet, 2014/15-2018/19
 MARKET SHARES
Figure 90: Germany: Leading grocers’ share of all food retailers’ sales, 2014/15-2018/19
Figure 91: Germany: Leading grocers’ shares of all food retailers’ sales, 2015/16-2018/19
 ONLINE
Internet access
Figure 92: Germany: Broadband connections as % of all households, 2010-18
Shopping online for food
Figure 93: Germany: Online purchasing in the last 12 months, 2010-18
Online grocery market size
Figure 94: Germany: Online food sales, including VAT, 2014-18
Leading online players
Edeka develops online capability
Rewe remains the largest online grocery player in Germany
Real expands drive-in and collect offer
Schwarz Group’s ecommerce remains limited to non-food
Aldi Nord joins online retailers
Amazon Fresh
food.de operates a pure food delivery service
Getnow
 THE CONSUMER – WHAT YOU NEED TO KNOW
Women remain responsible for grocery shopping
Shopping in-store remains culturally predominant
Edeka most popular for major spend
Discounters remain top secondary shopping destination
Supermarkets for convenience and discounters for price
Food specialists are best for fresh food
Leading retailers play to different strengths
 WHO SHOPS FOR GROCERIES
Women continue to take most responsibility for grocery shopping
Figure 95: Germany: Who shops for groceries, by age and gender, June 2019
 HOW THEY SHOP FOR GROCERIES
Shopping in-store remains predominant
Figure 96: Germany: How they shop for groceries, online and in-store, September 2017, September 2018 and June 2019
Younger consumers continue to lead in online shopping
Figure 97: Germany: How they shop for groceries, by age and gender, online and in-store, June 2019
 WHERE THEY SHOP FOR GROCERIES
Aldi remains the most used grocery retailer
Figure 98: Germany: Where they shop for groceries (net main or secondary grocery shopping), June 2019
Primary shop
Edeka remains leader for main shopping trip
Leading players lose out as main spending destination
Figure 99: Germany: Where they shop for groceries, JUne 2018/19
Retailers used and channel used to shop
Aldi, Edeka and Lidl preferred to shop only in-store
Figure 100: Germany: Where they shop for groceries, always in-store and sometimes online, June 2019
Customer profiles
Figure 101: Germany: grocery retailer they spend the most with, by average age and income, June 2019
Figure 102: Germany: secondary grocery retailers used, by average age and income, June 2019
Higher income households continue to split their grocery shopping
Figure 103: Germany: Repertoire of where they shop for groceries, by household income, June 2019
 ATTRIBUTES ASSOCIATED WITH DIFFERENT TYPES OF GROCERY RETAILER
Supermarkets are the most convenient
Discounters lead in ‘value for money’
Food specialists are best for fresh food
Figure 104: Germany: Attributes associated with different types of grocery stores, June 2019
Edeka and Rewe provide different benefits
Aldi and Lidl are average across all attributes
Figure 105: Germany: Attributes associated to each grocery retailer, June 2019
 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 106: Italy: annual percentage change in consumer spending on food and beverages, 2014-18
Sector size and forecast
Figure 107: Italy: food retailers, sales (ex VAT), 2014-19
Channels of distribution
Figure 108: Italy: estimated distribution of spending on food and beverages by channel, 2018
Companies and brands
Key metrics
Market shares
Figure 109: Italy: top 10 grocers’ shares of all food retailers’ sales, 2018
Online
Figure 110: Italy: Online purchasing in the last 12 months, 2009-18
The consumer
Who shops for groceries
How they shop for groceries
Figure 111: Italy: How they shop for groceries, June 2019
Where they shop for groceries
Figure 112: Italy: Where they shop for groceries, June 2019
Attributes associated with different types of grocery retailer
Figure 113: Italy: Attributes associated with different types of grocery retailers, June 2019
What we think
 ISSUES AND INSIGHTS
Discounters set to capitalise on continued focus on value
The facts
The implications
Can retailers unlock the online opportunity?
The facts
The implications
 THE MARKET – WHAT YOU NEED TO KNOW
Spending on groceries falls as percentage of total
Food retailers hold their share of retail sales
Grocery retailers retain dominant share of spending on food and drink
 CONSUMER SPENDING
Figure 114: Italy: Consumer spending on food, drink and tobacco (incl. VAT), 2014-19
 SECTOR SIZE AND FORECAST
Figure 115: Italy: Food retailers, sales (excl. VAT), 2014-19
Figure 116: Italy: Food retailers, forecast sales (excl. VAT), 2019-24
 INFLATION
Figure 117: Italy: Consumer prices * of food and drink, Annual % change, 2014-18
Figure 118: Italy: Consumer prices* of food and drink, Annual % change, January 2018-September 2019
 CHANNELS OF DISTRIBUTION
Figure 119: Italy: Italy: estimated distribution of spending on food and beverages by channel, 2018
Figure 120: Italy: Italy: estimated distribution of spending on food and beverages, 2014-18
 COMPANIES AND BRANDS – WHAT YOU NEED TO KNOW
Conad and Coop neck-and-neck but Conad set to forge ahead
Leading players tighten their hold on the market
Italy lags behind rest of Europe in terms of online grocery shopping
 LEADING PLAYERS
Conad neck and neck with Coop but set to push ahead with Auchan deal
Coop Italia struggles
Selex growth continues apace
Esselunga growing but rate of growth is slowing
Other operators
Figure 121: Italy: Leading grocers, sales (excl. VAT), 2014-18
Figure 122: Italy:  Leading grocers, outlets, 2014-18
Sales per outlet
Figure 123: Italy: Leading grocers, Sales per outlet, 2015-18
 MARKET SHARES
Figure 124: Italy:  Leading grocers’ shares of all food retailers’ sales, 2014-18
 ONLINE
Online activity
Figure 125: Italy: Household penetration of broadband internet, 2009-18
Shopping online for food
Figure 126: Italy: Online purchasing in the last 12 months, 2009-18
Online grocery market size
Leading online players
Esselunga
Conad
Coop Italia
Carrefour
Amazon
 THE CONSUMER – WHAT YOU NEED TO KNOW
Grocery shopping still done primarily by women
Two-thirds of grocery shoppers always shop in-store
Conad and Coop lead Esselunga for main shops
Discounters score highly for secondary shopping
Reality is better than perception for discounters
 WHO SHOPS FOR GROCERIES
Figure 127: Italy: Who shops for groceries, June 2019
Figure 128: Italy: Who shops for groceries, by gender, June 2019
 HOW THEY SHOP FOR GROCERIES
Figure 129: Italy: How they shop for groceries, June 2019
Figure 130: Italy: How they shop for groceries, by gender, June 2019
Figure 131: Italy: How they shop for groceries, by age, June 2019
 WHERE THEY SHOP FOR GROCERIES
Figure 132: Italy: Where they shop for groceries, net of responses, June 2019
Figure 133: Italy: Where they shop for groceries, June 2019
Customer profile
Figure 134: Italy: where they shop for groceries, net of responses, by age and income, June 2019
Figure 135: Italy: repertoire of grocery retailers used, June 2019
Figure 136: Italy: repertoire of grocery retailers used, by grocery retailers shopped at, June 2019
Figure 137: Italy: how they shop for groceries by grocery retailers where the most money is spent, June 2019
 ATTRIBUTES ASSOCIATED WITH DIFFERENT TYPES OF GROCERY RETAILER
Figure 138: Italy: Attributes associated with different types of grocery retailer, June 2019
Figure 139: Italy: Attributes associated with discounters, by grocery retailer where most money is spent, June 2019
 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 138: Spain: Consumer spending on food, drinks and tobacco (incl. VAT), 2014-19
Sector size and forecast
Figure 139: Spain: Food retailers’ sales (excl. VAT), 2014-24
Channels of distribution
Figure 140: Spain: estimated distribution of spending on food and drink products by channel, 2018
Companies and brands
Key metrics
Market shares
Figure 141: Spain: Leading grocers’ shares of all food retailers’ sales, 2018
Online
The consumer
Figure 141: Spain: how they shop for groceries, June 2019 and September 2018
Where they shop
Figure 142: Spain: grocery retailers used for primary shop, June 2019
Attributes associated with different retailer types
Figure 143: Spain: attributes associated with types of grocery retailer, June 2019
What we think
 ISSUES AND INSIGHTS
Online retailers stand out with speedy delivery options
The facts
The implications
Lidl is the one to watch
The facts
The implications
 THE MARKET – WHAT YOU NEED TO KNOW
Spending on food grows faster than overall consumer spending
Sales at food retailers and grocers flat as non-food share increases
Grocers account for over 70% of food and drink sales
 CONSUMER SPENDING
Figure 144: Spain: consumer spending on food, drink and tobacco (incl. VAT), 2014-19
 SECTOR SIZE AND FORECAST
Figure 145: Spain: Food retailers, sales (excl. VAT), 2014-19
Figure 146: Spain: Food retailers, forecast sales (excl. VAT), 2020-24
 INFLATION
Figure 147: Spain: Consumer prices of food and drink, Annual % change, 2014-18
Figure 148: Spain: Consumer prices* of food and drink, Annual % change, January 2018-August 2019
 CHANNELS OF DISTRIBUTION
Figure 149: Spain: estimated distribution of spending on food and drink products by channel, 2018
 COMPANIES AND BRANDS – WHAT YOU NEED TO KNOW
Increased competition as more players trade online
Dia falls behind as Lidl gains share
Online
 LEADING PLAYERS
Mercadona continues to dominate
Figure 150: Spain: Leading grocers, sales (excl. VAT), 2014-18
Figure 151: Spain: Leading grocers, outlets, 2014-18
Sales per outlet
Figure 152: Spain: Leading grocers, sales per outlet, 2014-18
 MARKET SHARES
Figure 153: Spain: leading food retailers’ shares of all food retailers’ sales, 2014-18
 ONLINE
Online activity
Figure 154: Spain: Broadband connections (percentage of households), 2011-18
Shopping online for food
Figure 155: Spain: Online purchasing in the last 12 months, 2009-18
Online grocery market size
Leading online players
Figure 156: Spain: leading online grocery retailers, estimated sales, 2016-18
 THE CONSUMER – WHAT YOU NEED TO KNOW
Women mostly responsible for grocery shopping in Spain
Older Millennials likely to shop online
Shoppers are spending more at Lidl
Supermarkets are considered most convenient format
 WHO SHOPS FOR GROCERIES
Figure 157: Spain: who is responsible for grocery shopping, June 2019
Figure 158: Spain: responsibility for grocery shopping, by gender, June 2019
 HOW THEY SHOP FOR GROCERIES
Figure 159: Spain: how they shop for groceries, June 2019 and September 2018
Figure 160: Spain: how they shop for groceries, June 2019
 WHERE THEY SHOP FOR GROCERIES
Primary shop
Figure 161: Spain: grocery retailers used for primary shop, June 2019
Secondary shop
Figure 162: Spain: grocery retailers used for top up shopping, June 2019
Customer profiles
Figure 163: Spain: grocery retailer they spend the most with, by average age and income, June 2019
Retailers used and channel used to shop
Figure 164: Spain: how they shop for groceries by main grocery retailer used, June 2019
 NUMBER OF RETAILERS USED
Figure 165: Spain: repertoire of grocery retailers used, June 2019
 ATTRIBUTES ASSOCIATED WITH DIFFERENT TYPES OF GROCERY RETAILER
Figure 166: Spain: attributes associated with types of grocery retailer, June 2019
 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
Real incomes continue to grow but there is still uncertainty in the market
Figure 167: Average weekly earnings, by consumer price index, January 2016-September 2019
Spending on food and drink slowed in 2018
Supermarkets on track to record third consecutive year of growth in 2019
Figure 168: All food retail sales (inc. VAT), 2014-24
Figure 169: Supermarkets’ market size and forecast (inc. VAT), 2014-24
Despite growth supermarkets continue to lose share of spending in the sector
Figure 170: Estimated breakdown of all grocery retail sales, by channel, 2013-19
Companies and brands
Tesco and Booker account for a quarter of the market
Figure 171: Leading grocery retailers: Share of all grocery retail sales, 2018
M&S gets a new look as it aims for more big-basket shoppers
Figure 172: M&S Clapham, November 2019
Tesco scores high on trust
Figure 173: Key metrics for selected brands, October 2019
The consumer
The number doing a ‘main shop’ only ticks up once more
Figure 174: How grocery shoppers typically shop, 2015-19
Supermarket use continues to fall
Figure 175: Store format where the most is spent in a typical month, 2016-19
Over half of grocery shoppers use Tesco on a monthly basis
Figure 176: Grocery retailers used, August 2019
Sainsbury’s struggles to capture younger primary shoppers
Figure 177: Leading grocery retailers used for primary and secondary shops, by age, August 2019
Own-brand crucial to differentiation…
Figure 178: Attitudes towards own-brand, by age, August 2019
…as are food counters
Figure 179: Attitudes towards food counters in supermarkets, August 2019
The debate between manned and self-service checkouts continues
Food waste and plastic still key considerations
Figure 180: Ethical considerations of grocery shoppers, by rank, August 2019
Plastic reduction can improve the look of stores
Figure 181: Attitudes towards packaging, recycling and dietary products, August 2019
What we think
 ISSUES AND INSIGHTS
2010-19: A review
The facts
The implications
2030: The demographic and technological drivers of shopping behaviour
The facts
The implications
2030: The channels and players that will succeed
The facts
The implications
 THE MARKET – WHAT YOU NEED TO KNOW
Real incomes continue to grow but there is still uncertainty in the market
Spending on food and drink slowed in 2018
Supermarkets on track to record third consecutive year of growth in 2019
Despite growth supermarkets continue to lose share of spending in the sector
 MARKET DRIVERS
Overall inflation steady as food and drink prices rise
Figure 182: Food and drink inflation, September 2018-August 2019
Real incomes continue to grow
Figure 183: Average weekly earnings, by consumer price index, January 2016-October 2019
Confidence rises in 2019 amid Brexit uncertainty
Figure 184: Financial confidence tracker, January 2017-September 2019
Main cause of concern around Brexit is cost of living
Figure 185: Consumer views on the impact of the EU referendum on the UK economy, September 2019
Number of homeowners increases
Figure 186: UK household tenure status, 2013-18
 CONSUMER SPENDING ON FOOD AND DRINK
Spending on food and drink remains strong but slowing
Figure 187: Consumer spending on core food and drink categories, 2014-19
Food spending to slow
Figure 188: Annual % change in consumer spending, value and volume, and inflation in food, 2014-19
Food spending breakdown
Figure 189: Breakdown of consumer spending on food, 2018
Spending on non-alcoholic drinks
Figure 190: Annual % change in consumer spending, value and volume, and inflation in non-alcoholic drinks, 2014-19
Alcoholic drinks
Figure 191: Annual % change in consumer spending, value and volume, and inflation in alcoholic drinks, 2014-19
Figure 192: Breakdown of value spending in the alcoholic drinks category, 2018
 SECTOR SIZE AND FORECAST
Grocery sector continues to see steady growth
Figure 193: All food retail sales (inc. VAT), 2014-24
Figure 194: All food retail sales (inc. VAT) market size and forecast, at current and constant prices, 2014-24
Supermarket sector size
Figure 195: Supermarkets’ market size and forecast (inc. VAT), 2014-24
Figure 196: Supermarkets: market size and forecast (inc. VAT), at current and constant prices, 2014-24
Forecast methodology
 CHANNELS OF DISTRIBUTION
Supermarkets still the dominant channel…
Figure 197: Estimated channels of distribution for grocery retail sales, 2018
…but large-format stores continue to lose share of spending
Figure 198: Estimated breakdown of all grocery retail sales, by channel, 2013-19
 THE CONSUMER – WHAT YOU NEED TO KNOW
The number doing a ‘main shop’ only ticks up once more
Supermarket use continues to fall
Over half of grocery shoppers use Tesco on a monthly basis
Sainsbury’s struggles to capture younger primary shoppers
Own-brand crucial to differentiation…
…as are food counters
The debate between manned and self-service checkouts continues
Food waste and plastic still key considerations
 HOW THEY SHOP
Nine in 10 are responsible for grocery shopping
The recent trend reversed
Figure 199: How grocery shoppers typically shop, 2015-19
25-44s’ habits show greatest change
Figure 200: How grocery shoppers typically shop, by age, 2018 and 2019
If established is this a positive trend for supermarkets?
Shopping behaviour is seasonal
Figure 201: How grocery shoppers typically shop, by season, May 2016-March 2019
 TYPES OF STORES USED
Supermarket use continues to edge downward
Figure 202: Store format where the most is spent in a typical month, 2016-19
Younger shoppers more likely to have shifted spend away
Figure 203: Store format where the most is spent in a typical month, by age, August 2019
Supermarkets hit by newer ways to shop
Figure 204: Store format where the most is spent in a typical month, by parental status and age, August 2019
Figure 205: Store format where the most is spent in a typical month, by lifestage and income, August 2019
 RETAILERS SHOPPED WITH
Amazon wins more shoppers than ever
Figure 206: Grocery retailers used, August 2019
Asda struggles to attract top-up shoppers
Figure 207: Trend of grocery retailers used, 2017-19
Morrisons attracts more top-up shoppers
Figure 208: Grocery retailers used for primary and secondary shops, August 2019
Over a third shop at more than three stores a month
Figure 209: Repertoire of secondary retailers used, August 2019
Half of Lidl shoppers top up at Tesco
Figure 210: Where leading retailers’ primary shoppers also shop, August 2019
 RETAILER DEMOGRAPHIC COMPARISON
Tesco loses 25-44 primary shoppers
Figure 211: Leading grocery retailers used for primary and secondary shops, by age, August 2019
Aldi attracts younger primary shoppers
Figure 212: The discounters: primary and secondary shoppers, by age, August 2019
Morrisons attracts urban shoppers
Figure 213: Leading grocery retailers used for primary and secondary shops, by location, August 2019
Lidl and Aldi attract equal primary shoppers in London
Figure 214: Leading retailers’ primary shoppers, by region, August 2019
Figure 215: Leading retailers’ secondary shoppers, by region, August 2019
Morrisons attracts the most lower-income households
Figure 216: Leading grocery retailers used for primary and secondary shops, by household income bracket, August 2019
Discounters attract a more affluent shopper base
Figure 217: Aldi and Lidl, primary and secondary grocery shoppers, by household income bracket, August 2019
 THE IMPORTANCE OF OWN-BRAND
Over half think own-brand is a retailer’s defining feature
Figure 218: Attitudes towards own-brand, by age, August 2019
Aldi and Lidl’s impact on attitudes towards own-brand
Tesco doubles down with Exclusively at Tesco
Figure 219: Exclusively at Tesco private-label ranges, 2019
Figure 220: New Sainsbury’s private-label ranges, 2019
Just because it’s value doesn’t mean it has to look value
Figure 221: Asda value chicken meatballs, 2014 versus 2019
Figure 222: Morrisons value beef curry, 2012 versus 2019
 FOOD COUNTERS AND ADDED SERVICES
Differentiation key
Food counters seen as a differentiator
Figure 223: Attitudes towards food counters in supermarkets, August 2019
Figure 224: Agreement with statements regarding food counters in supermarkets, by age, August 2019
Non-foods and services create the multi-mission experience
Figure 225: Behaviours towards non-foods and services in supermarkets, August 2019
Figure 226: Behaviours towards non-foods and services in supermarkets, by format where the most is spent in a typical month, August 2019
 THE CHECKOUT EXPERIENCE
Most still use staffed tills at grocery stores
Figure 227: Checkout behaviours of grocery shoppers, August 2019
Modern developments and implications for the large-format sector
Figure 228: Sainsbury’s Smartshop app in action, April 2019
What does such tech mean for the supermarket checkout experience?
 ETHICAL CONSIDERATIONS IN GROCERY SHOPPING
Food waste and plastic use still the key issues
Figure 229: Ethical considerations of grocery shoppers, by rank, August 2019
Significant differences in opinion between the generations
Figure 230: Ethical considerations of grocery shoppers, any rank, by age, August 2019
The fight against plastics can lead to better in-store environments
Figure 231: Attitudes towards packaging, recycling and dietary products, August 2019
 ATTITUDES TOWARDS PRICING, DIETARY NEEDS AND STOCKPILING
EDLP adds convenience but can lessen the excitement
Figure 232: Attitudes towards price and promotions at grocery retailers, August 2019
The rise of dietary demands
Figure 233: Attitudes towards dietary needs, August 2019
A fifth stockpiled products ahead of the October Brexit deadline
Figure 234: Stockpiling behaviours, August 2019
 LEADING RETAILERS – WHAT YOU NEED TO KNOW
Tesco and Booker account for a quarter of the market
M&S gets a new look as it aims for more big-basket shoppers
Online usage being driven by existing users
Tesco scores highly on trust
 LEADING RETAILERS – KEY METRICS
Sales
Figure 235: Leading grocery retailers, net sales, 2014-18
Stores
Figure 236: Leading grocery retailers: Store numbers, 2014-18
Figure 237: Leading grocery retailers: Annual sales per outlet, 2014-18
Sales areas and densities
Figure 238: Leading grocery retailers: Total sales area, 2014-18
Figure 239: Leading grocery retailers: Annual sales per square metre, 2014-18
Operating profits and margins
Figure 240: Leading grocery retailers: Operating profits, 2014-18
Figure 241: Leading grocery retailers: Operating margins, 2014-18
 MARKET SHARE
Tesco increases its advantage over the other big four
Figure 242: Leading grocery retailers: Share of all grocery retail sales, 2018
Market concentration drops in spite of acquisitions
Figure 243: Leading grocery retailers: Share of all grocery retail sales, 2014-19
A note on our market share
 ONLINE
Online grocery usage is driven by existing customers
Figure 244: Use of online grocery services, December 2018
Continued growth of online grocery hangs on addressing negative experiences
Figure 245: Estimated breakdown of sector sales, by channel, 2013-19
Issues encountered with online grocery shopping
Figure 246: Issues experienced with online grocery orders in the past year, December 2018
Why consumers choose not to shop online
Figure 247: Reasons for not shopping online for groceries, by previous experience of or interest in using online groceries services, December 2018
Key players in the online grocery sector
Figure 248: Leading online grocery retailers’ estimated market shares (excluding VAT), 2018
 SPACE ALLOCATION SUMMARY
Summary data and classifications
Figure 249: Food, non-food standard classifications, 2019
Hypermarkets convenience comparison overview
Hypermarkets broadening their product and services offering to give customers more reasons to visit
Figure 250: UK leading food retailers’ hypermarket store format: Convenience comparison overview split, November 2019
Detailed hypermarket convenience comparison split
Figure 252: UK leading food retailers’ hypermarket store format: Convenience comparison detailed split, November 2019
Superstores convenience comparison overview
Bigger percentage share of in-store space allocated to convenience products
Figure 253: UK leading food retailers’ superstore format: Convenience comparison overview split, November 2019
Figure 254: Wok Street, Sainsbury’s Superstore, Finchley Road, London, November 2019
Detailed superstores convenience comparison split
Figure 255: UK leading food retailers’ superstore format: Convenience comparison detailed split, November 2019
Smaller supermarkets and discounters convenience comparison overview
Figure 256: UK leading food retailers’ smaller supermarkets and discounters: Convenience comparison overview split, November 2019
Detailed smaller supermarkets and discounters comparison split
Figure 257: UK leading food retailers’ smaller supermarkets and discounters: Convenience comparison detailed split, November 2019
Food and drink categories split
Figure 258: UK leading food retailers: food and drink categories as a percentage of total space allocated to food and drink, November 2019
 RETAIL PRODUCT MIX
Figure 259: Leading food retailers, estimated sales mix, 2018/19
Figure 260: Leading food retailers: category sales as a % of total sales, 2018
Figure 261: Leading food retailers, sales density by broad category, per sqm, 2018
Figure 262: Leading food retailers: estimated share of key product markets, 2018
 LAUNCH ACTIVITY AND INNOVATION
Supermarkets drive forward their sustainability agendas
Figure 263: M&S vertical farming initiative with Infarm, 2019
Payment services that help save time
Figure 264: M& ‘Mobile, Pay, Go’ service at its store in Clapham Junction, 2019
Experiencing the supermarket in different ways
Figure 265: Aldi Local store in Balham, 2019
Developments in delivery
Figure 266: Waitrose Rapid Deliver service, 2019
Promoting health and wellness
Figure 267: Sainsbury’s ‘Unlock the Hero in You’ campaign, 2019
Non-food innovations
Sustainability efforts
Extending the brand into non-food categories
 ADVERTISING AND MARKETING ACTIVITY
Total sector advertising down 7.7% year-on-year in 2018
Figure 268: Recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarket and online grocers, 2015-19*
Tesco is the sector’s biggest advertising spender
Figure 269: Recorded above-the-line, online display and direct mail total advertising expenditure, by leading UK supermarket and online grocers, 2015-18
Advertising spend peaks around Christmas
Figure 270: Recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarket and online grocers, by month, 2017 and 2018
TV accounts for the biggest percentage share of advertising spend
Figure 271: Percentage media type split of recorded above-the-line, online display and direct mail total advertising expenditure by UK supermarkets and online grocers, 2015-19
What we’ve seen so far in 2019
Tesco and Sainsbury’s celebrating anniversaries
Asda and Lidl focusing on quality and range
Co-op community-focused campaign
Ocado’s grocery delivery with no friction
Costcutter’s biggest summer campaign to date
Nielsen Ad Intel coverage
 BRAND RESEARCH
What we think
Brand map
Figure 272: Attitudes towards and usage of selected brands, October 2019
Key brand metrics
Figure 273: Key metrics for selected brands, October 2019
Brand attitudes: Tesco most trusted retailer
Figure 274: Attitudes, by brand, October 2019
Brand personality: Co-op perceived to be more fun
Figure 275: Brand personality – macro image, October 2019
Ocado, Waitrose and M&S are the most stylish
Figure 276: Brand personality – micro image, October 2019
Brand analysis
Tesco the most trusted brand
Sainsbury’s leads on style and being ethical out of big four
Asda wins on accessibility over Sainsbury’s
Morrisons joins Sainsbury’s in third place for reliable retailer
Aldi is accessible to customers
Co-op continues to be the most ethical
Lidl is more basic than rival Aldi
M&S styles it out with great customer service
Iceland offers great value for money
Waitrose’s perceived exclusivity wavers
Amazon’s innovativeness and uniqueness remain high
Ocado is perceived as exclusive and comes highly recommended
 APPENDIX – DATA SOURCES, ABBREVIATIONS AND SUPPORTING INFORMATION
Data sources
Financial definitions
Consumer research methodology
Abbreviations
Detailed space allocation data
Figure 277: UK leading food retailers hypermarket store format: detailed space allocation, November 2019
Figure 278: UK leading food retailers superstore format: detailed space allocation, November 2019
Figure 279: UK leading food retailers smaller supermarkets and discounters: detailed space allocation, November 2019
 APPENDIX – MARKET SIZE AND FORECAST
Forecast methodology
AHOLD DELHAIZE
What we think
Omnichannel set to be key growth driver
Technology to be at the heart of the business
Helping customers to eat more healthily
A greater focus on sustainability
What next?
Company background
Company performance
Figure 280: Ahold Delhaize: Group financial performance, 2015-18
Figure 281: Ahold Delhaize: Outlet data, 2015-18
Retail offering
ALDI 
What we think
Aldi to buy ‘Leader Price’ discounter from Casino
Increasing transparency with a focus on sustainability
Nord and Süd collaborate on own-brand sourcing
Meeting individual market needs
Aldi Nord evolving faster than ever
Company background
Company performance
Figure 282: Aldi: estimated group sales performance, 2014-18
Figure 283: Aldi: outlet data: 2014-18
Retail offering
ASDA GROUP 
What we think
30-minute grocery delivery service
Preparing to launch new membership-free cash & carry operation
Mobile app scan-and-pay trial to speed up the shopping process
Helping shoppers spread the cost of shopping at a time of uncertainty
Expanded foodservice offering giving people more reasons to visit its stores
Commitment to plastic reduction
Company background
Company performance
Figure 284: Asda Group Ltd: Group financial performance, 2014-18
Figure 285: Asda Group Ltd: Outlet data, 2014-18
Retail offering
AUCHAN
What we think
Single brand transformation
Auchan eyes €1.1 billion in savings by 2022
New strategy involves concessions in hypermarkets
Partnership with OMV for MyAuchan banner in Romania
Where next?
Company background
Company performance
Figure 286: Auchan: Group financial performance, 2014-18
Figure 287: Auchan: Group outlet data, 2014-18
Retail offering
CARREFOUR
What we think
Investing in the ‘Next’ concept to improve consumer experience
Omnichannel strategy
Local focus
Sustainability is a focus
Greater transparency from suppliers
What next?
Company background
Company performance
Figure 288: Carrefour: Group financial performance, 2014-18
Figure 289: Carrefour: Group outlet data, 2014-18
Figure 290: Carrefour: Number of stores by country, December 2018
Figure 291: Carrefour (Europe): Outlet data, by format, 2014-18
Retail offering
CASINO
What we think
Potential sale of Leader Price to Aldi
Moving over to digital
Creating synergies across physical and digital spheres
Improved shopping experience with new store concept
Casino trials ‘click and collect’ service for IKEA at hypermarkets…
…and works with Hema to broaden its product range
What next?
Company background
Company performance
Figure 292: Casino: Group financial performance, 2014-18
Figure 293: Casino (France): Outlet data, 2014-18
Retail offering
THE CO-OPERATIVE GROUP 
What we think
Expanding on-demand delivery grocery service
Ringing the changes in-store with the rollout of pay-in-aisle technology
NUS deal an opportunity to build brand loyalty with the next generation of grocery shoppers
Useful services proposition gives consumers more reasons to visit its stores
Expanded foodservice and food-to-go options
Reducing plastics and improving the recyclability of its packaging
Company background
Company performance
Figure 294: The Co-operative Food: Group financial performance, 2014/15-2018/19
Figure 295: The Co-operative Food: Outlet data, 2014/15-2018/19
Retail offering
DIA
What we think
L1 Retail rescue plan to secure the future of Dia
Management changes
Transformation programme underway
DIA decides to keep Clarel as separate business unit
What next?
Company background
Company performance
Figure 296: Dia: Group financial performance, 2014-18
Figure 297: Dia: outlet data, 2014-18
Figure 298: Dia: store formats
Retail offering
EDEKA GROUP
What we think
Driving online with new app collaboration
Taking the lead in health and wellness
Focus on organics
What next?
Company background
Company performance
Figure 299: Edeka Group: food retail sales performance, 2014-18
Figure 300: Edeka Group: outlet data, 2014-18
Retail offering
ICELAND FOODS 
What we think
Accelerating retail park store format and continuing core high street refits
Exploring new channels to sell its food and expand customer base
Unique new own-label food offering to drive footfall
Enhanced online shopping service
Tackling the problem of plastic pollution
Company background
Company performance
Figure 301: Iceland Foods Ltd: Group financial performance, 2014/15-2018/19
Figure 302: Iceland Foods Ltd: Outlet data, 2014/15-2018/19
Retail offering
JERÓNIMO MARTINS
What we think
Pingo Doce partners with Takeaway.com
WWF and Jerónimo Martins join forces
Focus on price and innovation drives sales at Biedronka
Biedronka introduces mobile payment via Blik app
Jerómino Martins in 2019 and beyond
Company background
Company performance
Figure 303: Jerónimo Martins: European retail financial performance, 2014-18
Figure 304: Jerónimo Martins: European retail outlet data, 2014-18
Retail offering
E. LECLERC
What we think
Urban pick up points enable E. Leclerc to expand its catchment area
Widening the appeal of ‘drives’ through third party partnerships
Responding to growing demand for organic food
Company background
Company performance
Figure 305: E. Leclerc (France): Estimated group sales performance, 2014-18
Figure 306: E Leclerc: outlets and estimated sales per outlet, 2014-18
Retail offering
LES MOUSQUETAIRES (INTERMARCHÉ)
What we think
New supermarket concept store in France
Attracting urban shoppers with food-to-go
Stronger focus on clean eating with reformulation
Company background
Company performance
Figure 307: Les Mousquetaires: grocery operations – Estimated sales performance, 2014-18
Figure 308: Les Mousquetaires: grocery outlet data, 2014-18
Retail offering
MARKS & SPENCER (UK FOOD)
What we think
A full online food delivery service for the first time
Repurposing store estate will give more customers access to the full M&S Food range
Tapping into new food trends with innovative products
New value-for-money positioning to appeal to a wider audience
In-store farming for exceptional freshness
Upping the ante on its war on plastic
Incentivising customers to reduce food waste
Company background
Company performance
Figure 309: Marks & Spencer (UK food): Group sales performance, 2014/15-2018/19
Figure 310: Marks & Spencer (UK Food): Food outlets, by format, 2014/15-2018/19
Figure 311: Marks & Spencer (UK food): Outlet data, 2014/15-2018/19
Retail offering
MERCADONA
What we think
More renovations to Efficient Store Model and new Ready to Eat category
Growing online with more coverage and a new logistics partner
Expanding into Portugal
What next?
Company background
Company performance
Figure 312: Mercadona: group financial performance, 2014-18
Figure 313: Mercadona: outlet data, 2014-18
Retail offering
OCADO GROUP 
What we think
50/50 joint venture with M&S
Future earnings potential of proprietary software and robotic infrastructure solutions
On-demand grocery delivery service
Freshly harvested produce delivered within an hour
Improving the shopping experience
Company background
Company performance
Figure 314: Ocado Group plc: Group financial performance, 2013/14-2017/18
Figure 315: Ocado Group plc: Key performance metrics, 2014/15-2018/19
Retail offering
REAL
What we think
Impact of sale of Real
Real joins forces with other European retailers
Real opens stores with a focus on experience
Focus on sustainability
Company background
Company performance
Figure 316: Real (Germany): group sales performance, 2014/15-2018/19
Figure 317: Real (Germany): outlet data, 2014/15-2018/19
Retail offering
REWE
What we think
Rewe looks to convenience segment
Technology investments in product scanning, payments and traceability
War on plastic continues
eCommerce developments
Company background
Company performance
Figure 318: Rewe: Group financial performance, 2014-18
Figure 319: Rewe: Outlet data, 2014-18
Retail offering
J SAINSBURY 
 WHAT WE THINK
Sainsbury’s six new strategic priorities
Sainsbury’s and Asda merger blocked by CMA
Integration of the Argos business remains challenging
Digital update to Nectar loyalty scheme
Unmanned stores
Company background
Company performance
Figure 320: J Sainsbury (UK): Group financial performance, 2014/15-2018/19
Figure 321: J Sainsbury (UK): Outlet data, 2014/15-2018/19
Retail offering
SCHWARZ GROUP (LIDL)
What we think
Lidl pushing online growth in more markets
UK anticipates online launch
Kaufland seeking a road to recovery
Lidl opens smallest store
Adapting to shopper trends
Company background
Company performance
Figure 322: Schwarz Group: Group sales performance, 2014/15-2018/19
Figure 323: Schwarz Group: Outlet data, 2014/15-2018/19
Retail offering
SPAR INTERNATIONAL 
What we think
Maximising foodservice opportunities
Positioned to capitalise on shopping locally and food provenance
Checkout-free shopping with scan, pay and go
Rollout of healthy food product ranges across European markets
Tackling food waste and saving consumers money at the same time
Company background
Company performance
Figure 324: Spar International: Selected Western Europe and Central & Eastern Europe retail sales, by country, 2014-18
Figure 325: Spar International: Selected Western Europe and Central & Eastern Europe stores, by country, 2014-18
Figure 326: Spar International: Selected Western Europe and Central & Eastern Europe retail sales area, 2014-18
Retail offering
TESCO 
What we think
Dave Lewis decides to leave the business
Tesco counter cost cuts expected to hit 9,000 jobs
Metro: simplifying store operations
New Clubcard subscription service
Booker acquires Best Food Logistics
Tesco continues to invest in Jack’s
Increased investment in Asia
Company background
Company performance
Figure 327: Tesco: Central Europe and Asia, like-for-like growth, Q1 2017/18-Q2 2019/20
Figure 328: Tesco Plc: Group financial performance, 2014/15-2018/19
Figure 329: Tesco plc, group outlet data, 2014/15-2018/19
Retail offering
WAITROSE & PARTNERS
What we think
Radical management restructuring will bring Waitrose and John Lewis brands closer
Waitrose and John Lewis testing new joint loyalty scheme
End of Ocado supply deal a blow
Expanded order fulfilment options offering greater flexibility and convenience
Upskilling food counter staff
Unique at-home tasting experiences
Taking action on plastics and food waste
Company background
Company performance
Figure 330: Waitrose & Partners: Group financial performance, 2014/15-2018/19
Figure 331: Waitrose & Partners: Outlet data, 2014/15-2018/19
Retail offering
WM MORRISON GROUP 
What we think
Breathing new life into its stores and loyalty scheme
Same-day online delivery
Capitalising on growth in convenience store sector through wholesale tie-ups
Expanded own online shop delivery options
Reducing plastic usage and minimising food waste
Company background
Company performance
Figure 332: Wm Morrison Group: Group financial performance, 2014/15-2018/19
Figure 333: Wm Morrison Group: Outlet data, 2014/15-2018/19
Retail offering