retailers, categories, shoppers and consumers edward garner - communications director
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Retailers, Categories, Shoppers And Consumers Edward Garner - Communications Director. >. The Agenda. Consumers & The Economy The Retail Background Nutritional Analyses Healthy Retailers Healthy Markets Obesity Health and Income. - PowerPoint PPT PresentationTRANSCRIPT
Retailers, Categories, Shoppers And Consumers
Edward Garner - Communications Director
The Agenda
– Consumers & The Economy
– The Retail Background
– Nutritional Analyses
– Healthy Retailers
– Healthy Markets
– Obesity
– Health and Income
>
Source : TNS-RI research for Nationwide
Consumer ConfidenceDrop back from mid 2010 with inflation, tax, VAT, unemployment fears
0
10
20
30
40
50
60
70
80
90
100
-4
-2
0
2
4
6
8
10
12
2007 2008 2009 2010 2011 2012
Rolling 12 w/e Growth Rates - £% - Total Frozen Food ex. Ice-Cream
-4
-2
0
2
4
6
8
10
12
2007 2008 2009 2010 2011 2012
Rolling 12 w/e Growth Rates - £% - Total Frozen Food ex. Ice-Cream
0
50
100
150
200
250
1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Global Food Price Indices
Food Price Index Cereals Price Index
Food Price Index, UN FAO
8.9
9.2
9.6
9.3 9.32
00
7
20
08
20
09
20
10
*20
11
Food and Drink as a Proportion of UK Household Expenditure %
Source: ONS Series ABQI / ABZV *=MAT to June
0
5
10
15
20
25
19
63
19
64
19
65
19
66
19
67
19
68
19
69
19
70
19
71
19
72
19
73
19
74
19
75
19
76
19
77
19
78
19
79
19
80
19
81
19
82
19
83
19
84
19
85
19
86
19
87
19
88
19
89
19
90
19
91
19
92
19
93
19
94
19
95
19
96
19
97
19
98
19
99
20
00
20
01
20
02
20
03
20
04
20
05
20
06
20
07
20
08
20
09
20
10
*20
11
Food and Drink as a Proportion of UK Household Expenditure %
Source: ONS Series ABQI / ABZV *=MAT to June
0
5
10
15
20
25
19
63
19
64
19
65
19
66
19
67
19
68
19
69
19
70
19
71
19
72
19
73
19
74
19
75
19
76
19
77
19
78
19
79
19
80
19
81
19
82
19
83
19
84
19
85
19
86
19
87
19
88
19
89
19
90
19
91
19
92
19
93
19
94
19
95
19
96
19
97
19
98
19
99
20
00
20
01
20
02
20
03
20
04
20
05
20
06
20
07
20
08
20
09
20
10
*20
11
Food and Drink as a Proportion of UK Household Expenditure %
Source: ONS Series ABQI / ABZV *=MAT to June
Housing & Utilities
DIGNITASPostfach 9
8127 Forch, Schweiz
Telefon international+41 43 366 10 70
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
18
Ma
y 0
81
5 J
un
08
13
Ju
l 08
10
Au
g 0
80
7 S
ep
08
05
Oct
08
02
No
v 0
83
0 N
ov
08
28
De
c 0
82
5 J
an
09
22
Fe
b 0
92
2 M
ar
09
19
Ap
r 0
91
7 M
ay
09
14
Ju
n 0
91
2 J
ul 0
90
9 A
ug
09
06
Se
p 0
90
4 O
ct 0
90
1 N
ov
09
29
No
v 0
92
7 D
ec
09
24
Ja
n 1
02
1 F
eb
10
21
Ma
r 1
01
8 A
pr
10
16
Ma
y 1
01
3 J
un
10
11 J
ul 1
00
8 A
ug
10
05
Se
p 1
00
3 O
ct 1
03
1 O
ct 1
02
8 N
ov
10
26
De
c 1
02
3 J
an
11
20
Fe
b 1
12
0 M
ar
111
7 A
pr
111
5 M
ay
111
2 J
un
11
10
Ju
l 11
07
Au
g 1
10
4 S
ep
11
02
Oct
11
30
Oct
11
27
No
v 11
25
De
c 11
22
Ja
n 1
21
9 F
eb
12
12 we growth 12 we inflation
Grocery Market Growth v. InflationNow trailing inflation again
Phase 1 Phase 2 Phase 3
0
1
2
3
4
5
6
7
03-O
ct-1
0
31-O
ct-1
0
28-N
ov-1
0
26-D
ec-1
0
23-J
an-1
1
20-F
eb-1
1
20-M
ar-1
1
17-A
pr-1
1
15-M
ay-1
1
12-J
un-1
1
10-J
ul-1
1
07-A
ug-1
1
04-S
ep-1
1
02-O
ct-1
1
30-O
ct-1
1
27-N
ov-1
1
25-D
ec-1
1
22-J
an-1
2
19-F
eb-1
2
Sal
es G
row
th £
%
12 w/e periods
Total Grocers Year-on-Year £% Changes
Total OL
Branded
0
20
40
60
80
100
120
28-D
ec-0
8
25-J
an-0
9
22-F
eb-0
9
22-M
ar-0
9
19-A
pr-0
9
17-M
ay-0
9
14-J
un-0
9
12-J
ul-0
9
09-A
ug-0
9
06-S
ep-0
9
04-O
ct-0
9
01-N
ov-0
9
29-N
ov-0
9
27-D
ec-0
9
24-J
an-1
0
21-F
eb-1
0
21-M
ar-1
0
18-A
pr-1
0
16-M
ay-1
0
13-J
un-1
0
11-J
ul-1
0
08-A
ug-1
0
05-S
ep-1
0
03-O
ct-1
0
31-O
ct-1
0
28-N
ov-1
0
26-D
ec-1
0
23-J
an-1
1
20-F
eb-1
1
20-M
ar-1
1
17-A
pr-1
1
15-M
ay-1
1
12-J
un-1
1
10-J
ul-1
1
07-A
ug-1
1
04-S
ep-1
1
02-O
ct-1
1
30-O
ct-1
1
27-N
ov-1
1
25-D
ec-1
1
22-J
an-1
2
19-F
eb-1
2
Total Grocery Budget Own Label Trends - 4-weekly £m
Tesco Asda Sainsbury's Morrisons
Latest 12-wk % Change
+12% +5% +10% +27%
0
20
40
60
80
100
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
Sa
les
(Exp
en
ditu
re £
m)
Premium Own-Label Sales Trends
Tesco Finest Sainsbury's Taste the Difference Asda Extra Special Morrisons The Best
+6%
Latest 12-wk % Change
+13% +7% -2%
Two Nations?
Upmarket Downmarket
8
8
4
Waitrose
Hard Discounters
Total Grocers
Annual Till Roll Totals Expenditure Trends
52 w/e Feb 19 2012 y/y % Change
The Agenda
>– Consumers & The Economy
– The Retail Background
– Nutritional Analyses
– Healthy Retailers
– Healthy Markets
– Obesity
– Health and Income
0.0
1.0
2.0
3.0
4.0
5.0
Mar
22
2009
Ap
r 19
2009
May
17
2009
Jun
14 2
009
Jul 1
2 20
09
Aug
09
2009
Sep
06
2009
Oct
04
2009
No
v 01
200
9
No
v 29
200
9
Dec
27
2009
Jan
24 2
010
Feb
21
2010
Mar
21
2010
Ap
r 18
2010
May
16
2010
Jun
13 2
010
Jul 1
1 20
10
Aug
08
2010
Sep
05
2010
Oct
03
2010
Oct
31
2010
No
v 28
201
0
Dec
26
2010
Jan
23 2
011
Feb
20
2011
Mar
20
2011
Ap
r 17
2011
May
15
2011
Jun
12 2
011
Jul 1
0 20
11
Aug
07
2011
Sep
04
2011
Oct
02
2011
Oct
30
2011
No
v 27
201
1
Dec
25
2011
Jan
22 2
012
Feb
19
2012
Sh
are
(Exp
en
ditu
re)
Weekly 3 Point Centred Moving Average
Waitrose Share of Till Roll Grocers
Waitrose Waitrose Baseline
Reasons for Store Choice - Waitrose
145
144
143
136
124
124
115
114
103
97
82
63
46
Has Fresh Fish Counter
Has Butchery Counter
Has A Delicatessen
Less Queuing
Friendly Staff
Like Own Label Goods
Like Store Layout
Good Product Range
Good Value For Money
Has In Store Bakery
Like Cafe Restaurant
Always Low Prices
Sells Clothing+CDs etc
On-line Questionnaire - Outlet Share Index 52 w/e Jan 22 2012
Reasons for Store Choice - Low Prices
124
109
106
105
103
100
88
84
83
80
79
63
Asda
Aldi
Tesco
Lidl
Morrisons
Farm Foods
Iceland
Co-operative
Sainsbury's
M & S
Independents
Waitrose
On-line Questionnaire - Outlet Share Index 52 w/e Jan 22 2012
Trading Indices - Waitrose
Broad Area
Market Sector
MarketTotal Fresh+Chilled 125Total Household 90Total Alcohol 90Total Ambient Groceries 89Total Frozen 61Total Toiletries 45Total Healthcare 38
Fresh Fish 230Chilled Bakery Products 157Chilled Drinks 145Chilled Convenience 139Fruit+Veg+Salads 137Hot Beverages 120Sweet Home Cooking 116Fresh Meat 116Fresh Poultry+Game 114Frozen Confectionery 111Savoury Home Cooking 101Packet Breakfast 101
Mixers 695Chilled Gravy+Stock 641Chilled Salad Accomps 502Hand Wash Products 428Chilled Rice 384Chilled Olives 361Vegetable in Jar 353Ambient Christmas Pudding 318Ambient Vgtrn Products 313Fresh Soup 308Chilled Pate+Paste+Spread 306Chilled Vegetarian 296Chilled Prepared Fish 294Ginger Ale 261Liquid+Grnd Coffee+Beans 252Chilled Burgers+Grills 243Wet/Smoked Fish 226Chilled One Shot Drinks 221Vinegar 218Chilled Cooking Sauces 217
52 w/e Jan 22 2012
DiscountersThreat…
…or not
Threat… …or not
Back in 2008………
Here we go again?
0
1
2
3
4
5
6
7
8
Mar
22
2009
Ap
r 19
2009
May
17
2009
Jun
14 2
009
Jul 1
2 20
09
Aug
09
2009
Sep
06
2009
Oct
04
2009
No
v 01
200
9
No
v 29
200
9
Dec
27
2009
Jan
24 2
010
Feb
21
2010
Mar
21
2010
Ap
r 18
2010
May
16
2010
Jun
13 2
010
Jul 1
1 20
10
Aug
08
2010
Sep
05
2010
Oct
03
2010
Oct
31
2010
No
v 28
201
0
Dec
26
2010
Jan
23 2
011
Feb
20
2011
Mar
20
2011
Ap
r 17
2011
May
15
2011
Jun
12 2
011
Jul 1
0 20
11
Aug
07
2011
Sep
04
2011
Oct
02
2011
Oct
30
2011
No
v 27
201
1
Dec
25
2011
Jan
22 2
012
Feb
19
2012
Sh
are
(Exp
en
ditu
re)
Weekly 3 Point Centred Moving Average
Hard Discounters Share of Till Roll Grocers
Aldi / Lidl / Netto Aldi / Lidl / Netto Baseline
0
1
2
3
4
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
Sh
are
(Exp
en
ditu
re)
Long-Term Share of Till Roll Grocers
Aldi Lidl Netto
0
1
2
3
4
5
6
7
05-O
ct-0
8
02-N
ov-
08
30-N
ov-
08
28-D
ec-0
8
25-J
an-0
9
22-F
eb-0
9
22-M
ar-0
9
19-A
pr-
09
17-M
ay-0
9
14-J
un-0
9
12-J
ul-0
9
09-A
ug-0
9
06-S
ep-0
9
04-O
ct-0
9
01-N
ov-
09
29-N
ov-
09
27-D
ec-0
9
24-J
an-1
0
21-F
eb-1
0
21-M
ar-1
0
18-A
pr-
10
16-M
ay-1
0
13-J
un-1
0
11-J
ul-1
0
08-A
ug-1
0
05-S
ep-1
0
03-O
ct-1
0
31-O
ct-1
0
28-N
ov-
10
26-D
ec-1
0
23-J
an-1
1
20-F
eb-1
1
20-M
ar-1
1
17-A
pr-
11
15-M
ay-1
1
12-J
un-1
1
10-J
ul-1
1
07-A
ug-1
1
04-S
ep-1
1
02-O
ct-1
1
30-O
ct-1
1
27-N
ov-
11
25-D
ec-1
1
22-J
an-1
2
19-F
eb-1
2
Discounters Combined Market Share £%
Aldi+Lidl+Netto
The Big 4
30.3
16.9
16.5
12.3
6.7
4.4
3.1
2.4
2.0
2.2
0.5
0.7
29.7
17.5
16.6
12.2
6.3
4.5
3.6
2.6
2.1
2.1
0.6
0.0
Tesco
Asda
Sainsbury's
Morrisons
The Co-operative
Waitrose
Aldi
Lidl
Iceland
Independents
Farm Foods
Netto
12 w/e 20 Feb 11 12 w/e 19 Feb 12
Latest Period Till Roll Totals - Share of Total GrocersLatest Quarter Till Roll Totals - Share of Total Grocers
0
2
4
6
8
10
12
14
16
18
20
22
24
26
28
30
32
3419
93
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
Sh
are
(Exp
en
ditu
re)
Long-Term Share of Till Roll Grocers
Tesco Asda Sainsbury's Morrisons Total
80
85
90
95
100
105
110
2004
2005
2006
2007
2008
2009
2010
2011
2012
Pri
ce In
de
x
Retailer Price Track - Total Grocery
Tesco Asda Sainsbury's Morrisons
Strong price focus
0
2
4
6
8
10
12
14
16
18
Dec
28
2008
Jan
25 2
009
Feb
22
2009
Mar
22
2009
Ap
r 19
2009
May
17
2009
Jun
14 2
009
Jul 1
2 20
09
Aug
09
2009
Sep
06
2009
Oct
04
2009
No
v 01
200
9
No
v 29
200
9
Dec
27
2009
Jan
24 2
010
Feb
21
2010
Mar
21
2010
Ap
r 18
2010
May
16
2010
Jun
13 2
010
Jul 1
1 20
10
Aug
08
2010
Sep
05
2010
Oct
03
2010
Oct
31
2010
No
v 28
201
0
Dec
26
2010
Jan
23 2
011
Feb
20
2011
Mar
20
2011
Ap
r 17
2011
May
15
2011
Jun
12 2
011
Jul 1
0 20
11
Aug
07
2011
Sep
04
2011
Oct
02
2011
Oct
30
2011
No
v 27
201
1
Dec
25
2011
Jan
22 2
012
Feb
19
2012
Grocery Share at Round Pound Prices - £% - Asda
£1
£2
£3
£4
Trading Indices - Asda
Broad Areas indexed on Total Groceries
Total Toiletries 118Total Healthcare 111Total Household 110Total Ambient Groceries 103Total Fresh+Chilled 97Total Alcohol 96Total Frozen 91
52 w/e Jan 22 2012
7.9
6.8
6.1
6.0
4.4
3.6
1.4
1.1
Ambient Groceries
Fresh+Chilled
TOTAL GROCERIES
Frozen
Alcohol
Toiletries
Healthcare
Household
Year-on-Year Expenditure Trends - % changeAsda
52 w/e 19 Feb 12
-0.4
-0.2
0.0
0.2
0.4
0.6
0.8
05-O
ct-0
8
02-N
ov-
08
30-N
ov-
08
28-D
ec-0
8
25-J
an-0
9
22-F
eb-0
9
22-M
ar-0
9
19-A
pr-
09
17-M
ay-0
9
14-J
un-0
9
12-J
ul-0
9
09-A
ug-0
9
06-S
ep-0
9
04-O
ct-0
9
01-N
ov-
09
29-N
ov-
09
27-D
ec-0
9
24-J
an-1
0
21-F
eb-1
0
21-M
ar-1
0
18-A
pr-
10
16-M
ay-1
0
13-J
un-1
0
11-J
ul-1
0
08-A
ug-1
0
05-S
ep-1
0
03-O
ct-1
0
31-O
ct-1
0
28-N
ov-
10
26-D
ec-1
0
23-J
an-1
1
20-F
eb-1
1
20-M
ar-1
1
17-A
pr-
11
15-M
ay-1
1
12-J
un-1
1
10-J
ul-1
1
07-A
ug-1
1
04-S
ep-1
1
02-O
ct-1
1
30-O
ct-1
1
27-N
ov-
11
25-D
ec-1
1
22-J
an-1
2
19-F
eb-1
2
Asda Share Change - 12 week share year-on-year change
Balance
Value
Values
30
35
40
45
50
55
60
65
£m
Basics v Smart Price - 4 weekly sales
Sainsbury Basics Asda Smartprice
0
20
40
60
80
100
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
Sa
les
(Exp
en
ditu
re £
m)
Premium Own-Label Sales Trends
Tesco Finest Sainsbury's Taste the Difference Asda Extra Special Morrisons The Best
12 wk y-o-y trend +13%
-6
-4
-2
0
2
4
6
8
10
12
14
16
12 w/e periods - Total Grocery
Sainsbury's Year-on-Year £% Changes
Value OL
Premium OL
Value
Values
Trading Indices - Sainsbury
Broad Areas indexed on Total Groceries
Total Healthcare 120Total Toiletries 118Total Alcohol 108Total Fresh+Chilled 106Total Household 96Total Ambient Groceries 92Total Frozen 72
52 w/e Jan 22 2012
Fairtrade
Total Grocers
Sainsbury
0
10
20
30
40
50
60
70
80
90
100
26-F
eb-0
6
23-A
pr-
06
18-J
un-0
6
13-A
ug-0
6
08-O
ct-0
6
03-D
ec-0
6
28-J
an-0
7
25-M
ar-0
7
20-M
ay-0
7
15-J
ul-0
7
09-S
ep-0
7
04-N
ov-
07
30-D
ec-0
7
24-F
eb-0
8
20-A
pr-
08
15-J
un-0
8
10-A
ug-0
8
05-O
ct-0
8
30-N
ov-
08
25-J
an-0
9
22-M
ar-0
9
17-M
ay-0
9
12-J
ul-0
9
06-S
ep-0
9
01-N
ov-
09
27-D
ec-0
9
21-F
eb-1
0
18-A
pr-
10
13-J
un-1
0
08-A
ug-1
0
03-O
ct-1
0
28-N
ov-
10
23-J
an-1
1
20-M
ar-1
1
15-M
ay-1
1
10-J
ul-1
1
04-S
ep-1
1
30-O
ct-1
1
Fairtrade Prepacked Bananas Market Share
34
19
17
10
7
7
3
1
1
1
1
0
0
Sainsbury's
The Co-operative
Tesco
Waitrose
Morrisons
Asda
M & S
Lidl
Independents
Iceland
Aldi
Farm Foods
Netto
Fairtrade Shares
Share of Fairtrade - 52 w/e Jan 22 2012
Eggs
30
40
50
60
70
80
90
100
13-J
ul-0
810
-Aug
-08
07-S
ep-0
805
-Oct
-08
02-N
ov-0
830
-Nov
-08
28-D
ec-0
825
-Jan
-09
22-F
eb-0
922
-Mar
-09
19-A
pr-0
917
-May
-09
14-J
un-0
912
-Jul
-09
09-A
ug-0
906
-Sep
-09
04-O
ct-0
901
-Nov
-09
29-N
ov-0
927
-Dec
-09
24-J
an-1
021
-Feb
-10
21-M
ar-1
018
-Apr
-10
16-M
ay-1
013
-Jun
-10
11-J
ul-1
008
-Aug
-10
05-S
ep-1
003
-Oct
-10
31-O
ct-1
028
-Nov
-10
26-D
ec-1
023
-Jan
-11
20-F
eb-1
120
-Mar
-11
17-A
pr-1
115
-May
-11
12-J
un-1
110
-Jul
-11
07-A
ug-1
104
-Sep
-11
02-O
ct-1
130
-Oct
-11
27-N
ov-1
125
-Dec
-11
22-J
an-1
2
Not-Caged Eggs Market Share
Sainsbury’s
Asda
Tesco
Morrisons
Trading Indices - Sainsbury
Broad Area
Market Sector
MarketTotal Healthcare 120Total Toiletries 118Total Alcohol 108Total Fresh+Chilled 106Total Household 96Total Ambient Groceries 92Total Frozen 72
Fresh Fish 139Chilled Drinks 125Bathroom Toiletries 121Haircare 120Healthcare 120Fresh Poultry+Game 116Other Toiletries 114Oral-Care 113Fresh Meat 112Fruit+Veg+Salads 108Alcohol 108Chilled Convenience 106
Fresh Stuffing 350Canned Lemonade 181Chilled Salad Accomps 180Chilled Olives 178Frozen Stuffing 177Cold Sore Treatment 171Chilled Vegetarian 168Lmscle Rmvrs/Water Softener 167Fresh Soup 163Dental Floss/Sticks 154Mens Skincare 151Fresh Lamb 148Chilled Prepared Fish 148Chilled One Shot Drinks 147Depilatories 147Foot Preparations 146Eye Care 146Spray Insecticide 145Shellfish 142Fresh Bacon Joint 139
52 w/e Jan 12 2012
Trading Indices - Morrisons
Broad Areas indexed on Total Groceries
Total Fresh+Chilled 104Total Ambient Groceries 103Total Household 97Total Toiletries 92Total Alcohol 92Total Frozen 85Total Healthcare 84
52 w/e Jan 12 2012
Chilled Bakery Products 127Fresh Fish 126Fresh Meat 116Canned Goods 111Chilled Convenience 110Biscuits 107Hot Beverages 106Ambient Bakery Products 104Pickle+Tbl Sce+Condiment 104Pet Care 104
Trading Indices - Morrisons
Market Sectors indexed on Total Groceries
52 w/e Jan 12 2012
Eat Fresh, Pay Less
Live well for less
0
0.5
1
1.5
2
2.5
Mar
22
2009
Ap
r 19
2009
May
17
2009
Jun
14 2
009
Jul 1
2 20
09
Aug
09
2009
Sep
06
2009
Oct
04
2009
No
v 01
200
9
No
v 29
200
9
Dec
27
2009
Jan
24 2
010
Feb
21
2010
Mar
21
2010
Ap
r 18
2010
May
16
2010
Jun
13 2
010
Jul 1
1 20
10
Aug
08
2010
Sep
05
2010
Oct
03
2010
Oct
31
2010
No
v 28
201
0
Dec
26
2010
Jan
23 2
011
Feb
20
2011
Mar
20
2011
Ap
r 17
2011
May
15
2011
Jun
12 2
011
Jul 1
0 20
11
Aug
07
2011
Sep
04
2011
Oct
02
2011
Oct
30
2011
No
v 27
201
1
Dec
25
2011
Jan
22 2
012
Feb
19
2012
Sh
are
(Exp
en
ditu
re)
Weekly 3 Point Centred Moving Average
Iceland Share of Till Roll Grocers
Iceland Iceland Baseline
Iceland Share of Till Roll Grocers
0
0.5
1
1.5
2
2.5
3
3.5
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
Iceland
52 w/e Feb 21 2010 52 w/e Feb 20 2011 52 w/e Feb 19 2012
Household Income Signatures
3
4
5
6
7
8
9
Mar
22
2009
Ap
r 19
2009
May
17
2009
Jun
14 2
009
Jul 1
2 20
09
Aug
09
2009
Sep
06
2009
Oct
04
2009
No
v 01
200
9
No
v 29
200
9
Dec
27
2009
Jan
24 2
010
Feb
21
2010
Mar
21
2010
Ap
r 18
2010
May
16
2010
Jun
13 2
010
Jul 1
1 20
10
Aug
08
2010
Sep
05
2010
Oct
03
2010
Oct
31
2010
No
v 28
201
0
Dec
26
2010
Jan
23 2
011
Feb
20
2011
Mar
20
2011
Ap
r 17
2011
May
15
2011
Jun
12 2
011
Jul 1
0 20
11
Aug
07
2011
Sep
04
2011
Oct
02
2011
Oct
30
2011
No
v 27
201
1
Dec
25
2011
Jan
22 2
012
Feb
19
2012
Sh
are
(Exp
en
ditu
re)
Weekly 3 Point Centred Moving Average
The Co-operative Share of Till Roll Grocers
The Co-operative The Co-operative Baseline
0
1
2
3
4
5
Mar
22
2009
Ap
r 19
2009
May
17
2009
Jun
14 2
009
Jul 1
2 20
09
Aug
09
2009
Sep
06
2009
Oct
04
2009
No
v 01
200
9
No
v 29
200
9
Dec
27
2009
Jan
24 2
010
Feb
21
2010
Mar
21
2010
Ap
r 18
2010
May
16
2010
Jun
13 2
010
Jul 1
1 20
10
Aug
08
2010
Sep
05
2010
Oct
03
2010
Oct
31
2010
No
v 28
201
0
Dec
26
2010
Jan
23 2
011
Feb
20
2011
Mar
20
2011
Ap
r 17
2011
May
15
2011
Jun
12 2
011
Jul 1
0 20
11
Aug
07
2011
Sep
04
2011
Oct
02
2011
Oct
30
2011
No
v 27
201
1
Dec
25
2011
Jan
22 2
012
Feb
19
2012
Sh
are
(Exp
en
ditu
re)
Weekly 3 Point Centred Moving Average
M&S Share of Retailer ShareTrack Grocers
M & S M & S Baseline
-20
-10
0
10
20
30
40
5004
-Nov
-07
02-D
ec-0
730
-Dec
-07
27-J
an-0
824
-Feb
-08
23-M
ar-0
820
-Apr
-08
18-M
ay-0
815
-Jun
-08
13-J
ul-0
810
-Aug
-08
07-S
ep-0
805
-Oct
-08
02-N
ov-0
830
-Nov
-08
28-D
ec-0
825
-Jan
-09
22-F
eb-0
922
-Mar
-09
19-A
pr-0
917
-May
-09
14-J
un-0
912
-Jul
-09
09-A
ug-0
906
-Sep
-09
04-O
ct-0
901
-Nov
-09
29-N
ov-0
927
-Dec
-09
24-J
an-1
021
-Feb
-10
21-M
ar-1
018
-Apr
-10
16-M
ay-1
013
-Jun
-10
11-J
ul-1
008
-Aug
-10
05-S
ep-1
003
-Oct
-10
31-O
ct-1
028
-Nov
-10
26-D
ec-1
023
-Jan
-11
20-F
eb-1
120
-Mar
-11
17-A
pr-1
115
-May
-11
12-J
un-1
110
-Jul
-11
07-A
ug-1
104
-Sep
-11
02-O
ct-1
130
-Oct
-11
27-N
ov-1
125
-Dec
-11
22-J
an-1
219
-Feb
-12
Sal
es G
row
th £
%
12 w/e periods
Total Grocers Year-on-Year £% Changes
Economy OL
-20
-10
0
10
20
30
40
5004
-Nov
-07
02-D
ec-0
730
-Dec
-07
27-J
an-0
824
-Feb
-08
23-M
ar-0
820
-Apr
-08
18-M
ay-0
815
-Jun
-08
13-J
ul-0
810
-Aug
-08
07-S
ep-0
805
-Oct
-08
02-N
ov-0
830
-Nov
-08
28-D
ec-0
825
-Jan
-09
22-F
eb-0
922
-Mar
-09
19-A
pr-0
917
-May
-09
14-J
un-0
912
-Jul
-09
09-A
ug-0
906
-Sep
-09
04-O
ct-0
901
-Nov
-09
29-N
ov-0
927
-Dec
-09
24-J
an-1
021
-Feb
-10
21-M
ar-1
018
-Apr
-10
16-M
ay-1
013
-Jun
-10
11-J
ul-1
008
-Aug
-10
05-S
ep-1
003
-Oct
-10
31-O
ct-1
028
-Nov
-10
26-D
ec-1
023
-Jan
-11
20-F
eb-1
120
-Mar
-11
17-A
pr-1
115
-May
-11
12-J
un-1
110
-Jul
-11
07-A
ug-1
104
-Sep
-11
02-O
ct-1
130
-Oct
-11
27-N
ov-1
125
-Dec
-11
22-J
an-1
219
-Feb
-12
Sal
es G
row
th £
%
12 w/e periods
Total Grocers Year-on-Year £% Changes
Economy OL
Premium OL
-20
-10
0
10
20
30
40
5004
-Nov
-07
02-D
ec-0
730
-Dec
-07
27-J
an-0
824
-Feb
-08
23-M
ar-0
820
-Apr
-08
18-M
ay-0
815
-Jun
-08
13-J
ul-0
810
-Aug
-08
07-S
ep-0
805
-Oct
-08
02-N
ov-0
830
-Nov
-08
28-D
ec-0
825
-Jan
-09
22-F
eb-0
922
-Mar
-09
19-A
pr-0
917
-May
-09
14-J
un-0
912
-Jul
-09
09-A
ug-0
906
-Sep
-09
04-O
ct-0
901
-Nov
-09
29-N
ov-0
927
-Dec
-09
24-J
an-1
021
-Feb
-10
21-M
ar-1
018
-Apr
-10
16-M
ay-1
013
-Jun
-10
11-J
ul-1
008
-Aug
-10
05-S
ep-1
003
-Oct
-10
31-O
ct-1
028
-Nov
-10
26-D
ec-1
023
-Jan
-11
20-F
eb-1
120
-Mar
-11
17-A
pr-1
115
-May
-11
12-J
un-1
110
-Jul
-11
07-A
ug-1
104
-Sep
-11
02-O
ct-1
130
-Oct
-11
27-N
ov-1
125
-Dec
-11
22-J
an-1
219
-Feb
-12
Sal
es G
row
th £
%
12 w/e periods
Total Grocers Year-on-Year £% Changes
Economy OL
Premium OL
Healthy OL
-30
-25
-20
-15
-10
-5
0
5
10
15
20
18-A
pr-1
0
16-M
ay-1
0
13-J
un-1
0
11-J
ul-1
0
08-A
ug-1
0
05-S
ep-1
0
03-O
ct-1
0
31-O
ct-1
0
28-N
ov-1
0
26-D
ec-1
0
23-J
an-1
1
20-F
eb-1
1
20-M
ar-1
1
17-A
pr-1
1
15-M
ay-1
1
12-J
un-1
1
10-J
ul-1
1
07-A
ug-1
1
04-S
ep-1
1
02-O
ct-1
1
30-O
ct-1
1
27-N
ov-1
1
25-D
ec-1
1
22-J
an-1
2
19-F
eb-1
2
12 w/e Periods
Big 4 Year-on-Year Healthy OL £% Changes
Tesco Sainsbury's Morrisons
-30
-25
-20
-15
-10
-5
0
5
10
15
20
18-A
pr-1
0
16-M
ay-1
0
13-J
un-1
0
11-J
ul-1
0
08-A
ug-1
0
05-S
ep-1
0
03-O
ct-1
0
31-O
ct-1
0
28-N
ov-1
0
26-D
ec-1
0
23-J
an-1
1
20-F
eb-1
1
20-M
ar-1
1
17-A
pr-1
1
15-M
ay-1
1
12-J
un-1
1
10-J
ul-1
1
07-A
ug-1
1
04-S
ep-1
1
02-O
ct-1
1
30-O
ct-1
1
27-N
ov-1
1
25-D
ec-1
1
22-J
an-1
2
19-F
eb-1
2
12 w/e Periods
Big 4 Year-on-Year Healthy OL £% Changes
Tesco Asda Sainsbury's Morrisons
The Agenda
>
– Consumers & The Economy
– The Retail Background
– Nutritional Analyses
– Healthy Retailers
– Healthy Markets
– Obesity
– Health and Income
20111995 2006
11%
55%
34% 41%
21%
38%
39%
22%
39%
Why we eat?Health has doubled in importance over the past decade
Enjoyment
Practicality
Health
In Home / Lunchbox Consumption12 m/e August 2011
Kantar Worldpanel UsageIn Home / Lunchbox Consumption
12 m/e August 2011
WHICH OCCASION ‘OWNS HEALTH’ ?LUNCHBOX AND BREAKFAST MOST DRIVEN BY HEALTH
Meal Occasion: % of consumption for reasons of Health
Breakfast
25.1%
Lunch
21.6%
Teatime
16.8%
Evening
19.1%
Snacking
19.9%
Lunchbox
27.0%
Kantar WorldpanelNutritional Purchasing
2009
432010
412011
40
I buy low Salt products if available% Agreeing
2004
422005
42
2006
45
2007
462008
45
2009
282010
282011
27
I’m concerned about the amount of Salt I consume % Agreeing
2004
332005
322006
32
2007
34 2008
31
Kantar Worldpanel UsageAnnual Attitude Survey
6 m/e Aug 2011
2009
40 2010
382011
38
I actively manage Sugar% Agreeing
2004
472005
472006
46 2007
44 2008
42
2009
302010
292011
28
I look for high Fibre foods% Agreeing
2004
32
2005
33
2006
34 2007
31 2008
30
Kantar Worldpanel UsageAnnual Attitude Survey
6 m/e Aug 2011
2009
522010
52 2011
51
I understand Traffic Lights% Agreeing
2007
512008
51
I understand GDA Labelling% Agreeing
Kantar Worldpanel UsageAnnual Attitude Survey
6 m/e Aug 2011
2009
452010
44 2011
432007
40
2008
41
A LESS AFFLUENT NUTRITIONAL UNDERCLASS EXISTS DE social class Consumption servings and purchasing of Food & Drink Yr to Oct 11 indexed on total GB
Index
Take Home Food and Drink Purchasing52 we Oct 2011
Take Home Food and Drink Purchasing52 we Oct 2011
Kantar Worldpanel Nutritional PurchasingTotal Food & Drink: Take Home Purchasing
52 w/e October 2011
Older households higher sodium and saturates % nutrient by Consumer group indexed on volume % :Total Food and Drink
We are still exceeding our allowance in all the areas of focus, especially Saturates
Kantar Worldpanel Nutritional PurchasingTotal Food & Drink: Take Home Purchasing
52 w/e October 2011
GDA’s Calories Sugars Fat Saturates Salt
Women 2000 90g 70g 20g 6g
Men 2500 120g 95g 30g 6g
Children 5-10 1800 85g 70g 20g 4g
Allowance/ household 5055 236 179 56 13
Purchase/ household 5034 280 199 75 18
Index 100 119 111 134 138
108 excl Table Salt
Sodium: % of Categories
Kantar Worldpanel Nutritional PurchasingTotal Food & Drink: Take Home Purchasing
52 w/e October 2011
Fresh Red Meat still contributes over 12% proteinProtein: % of Categories
Kantar Worldpanel Nutritional PurchasingTotal Food & Drink: Take Home Purchasing
52 w/e October 2011
Fruit, Veg, Bread & Cereals continue to lose share of Fibre purchasingFibre: % of Categories
Kantar Worldpanel Nutritional PurchasingTotal Food & Drink: Take Home Purchasing
52 w/e October 2011
Sugar: % of Categories
Kantar Worldpanel Nutritional PurchasingTotal Food & Drink: Take Home Purchasing
52 w/e October 2011
© Kantar Worldpanel
Worldpanel Nutrition
We’ve seen large increases in Saturates purchasing this year compared to volume growthNutritional Values: Year on Year % Change for take home food and drink Dec 2011 vs Dec 2010
Total Food & Drink: Take Home Purchasing52 w/e December 2011
N.B. Volume (nutrition) uses similar definitions to regular volume measure but converts all volumes into kgs, litres and servings so that nutritional information can be added
© Kantar Worldpanel
Worldpanel Nutrition
but our purchasing still exceeds this amount with an over index of 136, and this is just the food brought back into the home…
136
20 g a day
The recommended daily consumption amounts for saturated fat are…
30g a day
Total Food & Drink: Take Home Purchasing52 w/e December 2011
© Kantar Worldpanel
Worldpanel Nutrition
Saturated fat is the most promoted nutrient- 40% of saturates in the shopping basket are bought on promotion
36%
35% 35%
37%
40%
33%
Calories
Protein Fibre
Sugar
Saturates
Sodium
Volume37%
Promotions: % total food and drink bought on promotion by nutrient
Total Food & Drink: Take Home Purchasing52 w/e December 2011
© Kantar Worldpanel
Worldpanel Nutrition
These are the categories that are the biggest contributors to saturated fat Saturates: Food and drink category % contribution to total saturates
Total Food & Drink: Take Home Purchasing52 w/e December 2011
© Kantar Worldpanel
Worldpanel Nutrition
Many of these are also categories that are highly promoted Saturates: % Contribution by Category
Total Food & Drink: Take Home Purchasing52 w/e December 2011
© Kantar Worldpanel
Worldpanel Nutrition
Who purchases the most saturated fat?C2DEs over index in their saturated fat purchasing…Index: Saturates purchased by social class
Total Food & Drink: Take Home Purchasing52 w/e December 2011
Pre familyIndex: 94
Middle familyIndex: 98
RetiredIndex:102
And so do older dependents and the elderlyIndex: Saturates purchased by lifestage
© Kantar Worldpanel
Worldpanel Nutrition
-As a nation there are more saturates in our take home shopping baskets than there were a year ago.
-40% of saturates are purchased on promotion- highest value out of the key nutrients
-Retired people and those in social classes C2, D & E over index in their saturates purchasing
-Heavily promoted categories are often the ones that are key contributors to saturated fat
Saturates Summary
The Agenda
>
– Consumers & The Economy
– The Retail Background
– Nutritional Analyses
– Healthy Retailers
– Healthy Markets
– Obesity
– Health and Income
208
120
119
110
95
94
89
83
82
76
55
41
Waitrose
M & S
Sainsbury's
Lidl
Tesco
Aldi
Morrisons
Asda
The Co-…
Independents
Iceland
Farm Foods
I regard myself as a connoisseur of food and wine
Outlet Share Index52 w/e Jan 22 2012
\
I Consider That Price Is The Most Important Factor When Buying A Product
116
114
113
109
107
106
100
95
91
82
68
54
Aldi
Farm Foods
Asda
Lidl
Iceland
Tesco
Morrisons
Independents
Sainsbury's
The Co-operative
M & S
Waitrose
Outlet Share Index52 w/e Jan 22 2012
119
106
106
102
100
99
97
96
87
79
74
71
Waitrose
M & S
Sainsbury's
Tesco
Asda
Aldi
Morrisons
Lidl
The Co-operative
Independents
Farm Foods
Iceland
My diet is very important to me
Outlet Share Index52 w/e Jan 22 2012
121
107
107
103
100
99
97
96
87
77
76
72
Waitrose
M & S
Sainsbury's
Tesco
Lidl
Aldi
Asda
Morrisons
The Co-operative
Farm Foods
Independents
Iceland
I try to lead a healthy lifestyle
Outlet Share Index52 w/e Jan 22 2012
125
123
115
109
102
101
100
97
96
96
89
88
Waitrose
M & S
Lidl
Aldi
Sainsbury's
Independents
Morrisons
The Co-operative
Tesco
Asda
Farm Foods
Iceland
I’m actively trying to manage my cholesterol level
Outlet Share Index52 w/e Jan 22 2012
108
105
103
103
103
98
97
94
89
88
86
85
M & S
Asda
Aldi
Tesco
Sainsbury's
Waitrose
Morrisons
Lidl
Farm Foods
The Co-operative
Independents
Iceland
Recently I have become more aware of whether the foods I buy are good for me
Outlet Share Index52 w/e Jan 22 2012
116
115
112
105
97
97
96
88
86
71
70
65
Sainsbury's
Waitrose
M & S
Tesco
Lidl
Aldi
Asda
Morrisons
The Co-operative
Independents
Iceland
Farm Foods
The nutritional labeling on food & drink products has an effect on what I buy
Outlet Share Index52 w/e Jan 22 2012
122
110
105
103
102
102
98
97
90
81
77
74
Waitrose
M & S
Sainsbury's
Aldi
Lidl
Tesco
Morrisons
Asda
The Co-operative
Farm Foods
Independents
Iceland
I restrict how much sugary food I eat
Outlet Share Index52 w/e Jan 22 2012
The Agenda
>
– Consumers & The Economy
– The Retail Background
– Nutritional Analyses
– Healthy Retailers
– Healthy Markets
– Obesity
– Health and Income
121
117
113
111
110
110
109
106
91
90
90
82
Slimming Products
Bathroom Toiletries
Haircare
Healthcare
Oral-Care
Chilled Drinks
Fresh Fish
Fruit+Veg+Salads
Frozen Prepared Foods
Pet Care
Frozen Poultry+Game
Frozen Meat
My diet is very important to me
Sector Share Index52 w/e Jan 22 2012
115
113
112
111
110
109
109
105
91
91
90
83
Bathroom Toiletries
Slimming Products
Haircare
Healthcare
Oral-Care
Chilled Drinks
Fresh Fish
Fruit+Veg+Salads
Frozen Poultry+Game
Frozen Prepared Foods
Pet Care
Frozen Meat
I try to lead a healthy lifestyle
Sector Share Index52 w/e Jan 22 2012
123
117
114
111
109
109
108
104
94
90
90
89
Healthcare
Fresh Fish
Slimming Products
Bathroom Toiletries
Hot Beverages
Oral-Care
Haircare
Alcohol
Savoury Snacks
Take Home Soft Drinks
Take Home Savouries
Frozen Prepared Foods
I’m actively trying to manage my cholesterol level
Sector Share Index52 w/e Jan 22 2012
123
119
118
115
109
106
105
104
95
94
94
90
Slimming Products
Haircare
Bathroom Toiletries
Healthcare
Oral-Care
Chilled Drinks
Savoury Snacks
Savoury Home Cooking
Frozen Poultry+Game
Pet Care
Alcohol
Frozen Meat
Recently I have become more aware of whether the foods I buy are good for me
Sector Share Index52 w/e Jan 22 2012
154
120
118
118
115
113
109
108
92
90
89
77
Slimming Products
Bathroom Toiletries
Haircare
Chilled Drinks
Healthcare
Oral-Care
Fresh Fish
Savoury Snacks
Pet Care
Fresh Meat
Frozen Poultry+Game
Frozen Meat
The nutritional labeling on food & drink products has an effect on what I buy
Sector Share Index52 w/e Jan 22 2012
I restrict how much sugary food I eat
118
113
113
112
111
108
106
105
91
90
90
87
Slimming Products
Healthcare
Bathroom Toiletries
Fresh Fish
Haircare
Oral-Care
Chilled Drinks
Fruit+Veg+Salads
Pet Care
Take Home Confectionery
Frozen Prepared Foods
Frozen Meat Sector Share Index52 w/e Jan 22 2012
The Agenda
>
– Consumers & The Economy
– The Retail Background
– Nutritional Analyses
– Healthy Retailers
– Healthy Markets
– Obesity
– Health and Income
Market Sectors where Obese overtrade
230
150
139
131
127
122
116
114
111
107
107
106
105
104
Slimming Products
Frozen Meat
Pet Care
Frozen Poultry+Game
Frozen Confectionery
Take Home Soft Drinks
Take Home Confectionery
Frozen Prepared Foods
Fresh Meat
Take Home Savouries
Pickle+Tbl Sce+Condiment
Ambient Bakery Products
Biscuits
Chilled ConvenienceObese indedxed on Healthy 52 w/e Feb 19 2012
Market Sectors where Obese undertrade
95
94
90
88
88
87
81
79
78
78
Savoury Home Cooking
Sweet Home Cooking
Fruit+Vegetables
Haircare
Alcohol
Packet Breakfast
Bathroom Toiletries
Fresh Fish
Chilled Drinks
Oral-Care Obese indedxed on Healthy 52 w/e Feb 19 2012
Favourite Promotions amongst the Obese
106
105
103
98
98
Extra Free
Y for £X
Price Cuts
No Promotion
MultiBuy
Share of Promotional PurchasingIndexed on All Households52 w/e Feb 19 2012
Obesity Index by Region
100
113109 109 107 106 106
100 100
93
87
Total
GB
Wale
s+W
est
South
west
Lanc
ashir
e
Scotla
nd
East
North
Eas
t
Yorks
hire
South
Midl
ands
Lond
on
52 w/e 19 Feb 12
Obesity Index by Demographic
100
77
94
107111
163
47
64
91
114
98
118
101 9889
94
10797
71
93
All Hou
seho
lds
Class
AB
Class
C1
Class
C2
Class
D
Class
E
Age u
nder
28
Age 2
8-34
Age 3
5-44
Age 4
5-64
Age 6
5+
1 in
HH
2 in
HH
3 in
HH
4 in
HH
5+ in
HH
No Chil
dren
1 Chil
d HH
2 Chil
d HH
3+ C
hild
HH
52 w/e 19 Feb 12
40
50
60
70
80
90
100
110
120
130
140
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
BMI Categories
Obese
Household Income SignaturesIndexed on Healthy
40
60
80
100
120
140
160
180
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
BMI Categories
Underweight Obese
Household Income SignaturesIndexed on Healthy
The Agenda
– Consumers & The Economy
– The Retail Background
– Nutritional Analyses
– Healthy Retailers
– Healthy Markets
– Obesity
– Health and Income>
0
20
40
60
80
100
120
140
160
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
My diet is very important to me
Household Income Signatures
Indexed on All Respondents
0
20
40
60
80
100
120
140
160
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
I try to lead a healthy lifestyle
Household Income Signatures
Indexed on All Respondents
0
20
40
60
80
100
120
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
I’m actively trying to manage my Cholesterol level
Household Income Signatures
Indexed on All Respondents
0
20
40
60
80
100
120
140
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
Recently I have become more aware of whether the foods I buy are good for me
Household Income SignaturesIndexed on All Respondents
0
20
40
60
80
100
120
140
160
180
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
The nutritional labeling on food & drink products has an effect on what I buyHousehold Income Signatures
Indexed on All Respondents
0
20
40
60
80
100
120
140
£0 - £9999 pa
£10000 -£19999 pa
£20000 -£29999 pa
£30000 -£39999 pa
£40000 -£49999 pa
£50000 -£59999 pa
£60000 -£69999 pa
£70000 +
I restrict how much sugary food I eat
Household Income Signatures
Indexed on All Respondents
Seeking Differentiation
The start of yet another supermarket petrol price war? Asda cuts prices to lowest level for nine months
The Branding of Own-Brand
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