Versus 2019 (12 week period) sales are +£3 billion.
The Euro's meant that fans went to the pub (usually see this as a trend the longer England stay in a tournament, which isn't long, lol) but reopening the pubs etc - novelty factor.
55% of people say they feel safe in a retailer, when shopping... Legal changes mean that, as we know, those people who are delighted with even the smallest of victories will not have to wear a mask.
This 55% feeling safe has not changed much at all in the past 6 months. Despite the increase in vaccinations and the fall, then rise, in case numbers.
4 week versus same period 2020 - People buying online groceries fell by 81,000.
Digital baskets -8%
Average of £80 per shop, lowest since February 2020.
This means that year on year; online grocery sales have fallen for the first time ever..
(However year on year is a dangerous game given the COVID impact, still, it's a very notable shift).
With Online falling, it's bad news all around.
Ocado lead the way though +3%
Waitrose were +0.1% (12 weeks to 11/7) only retailer with a majority bricks and mortar estate to grow year on year sales growth.
Share growth +0.3%.
Aldi and Lidl both won market share.
Aldi +0.4%
Lidl +0.2%
Tesco share +0.4% to 27.1% also notable.
Sainsbury's share +0.3% to 15.2%
Asda share -0.1%
Morrisons share -0.2% to 10.1%
14% of Morrisons shopping trips include items bought on counters (IE loose Meat / Fish / Deli items).
More than double the average (although there is no one else really bothering, bar Waitrose and some Tesco stores).
Multibuys too - 30% on multibuy offers featuring 2 or more items.
Versus price cuts everywhere else near enough.
Iceland / Coop and Indies were all down as they trade against difficult COVID inspired figures.
Scores on the doors then: (12 weeks to July 11th)
Tesco:
vs 2020: -4.6%
vs 2019:+10.8%
Sainsbury's:
vs 2020: -3%
vs 2019: +10.1%
Asda:
vs 2020: -6.1%
vs 2019: +4.3%
Morrisons:
vs 2020: -6.7%
vs 2019: +9.6%
Aldi:
vs 2020: 0.0%
vs 2019: +13%
Coop:
vs 2020: -14.6%
vs 2019: +11.5%
Lidl:
vs 2020: -0.7%
vs 2019: +16.5%
Waitrose:
vs 2020: +0.1%
vs 2019: +11.0%
Iceland:
vs 2020: -11.6%
vs 2019: +18.5%
Ocado
vs 2020: +3%
vs 2019: +49.9%
Indies:
vs 2020: -25.8%
vs 2019: +18.4%
What we are looking for here as we trundle along the year is how the number between 2020 and 2019 shrinks, IE if the gains made in 2019 start to narrow then you can see that the corrections are taking place in the market.
This is dependent on how winter goes and COVID etc.
But narrowing sales vs 2020 are unsurprising given the changes in shopping missions; but the gains versus 2019 are stark for many businesses and they are still doing far better than they once were.
Online is slowing, interesting to see what occurs here.
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Nice to see there's still plenty of money in the public sector:
Bradford - approved £5.5m for the development of an Advance Fuel Centre and the replacement of vehicles with compressed gas variants. To be funded by fuel cost savings and additional income from sales.
I like to think the principles of our work - pragmatism, truth-telling and reality of the situation, apply to all areas, not just retail.
Not in writing reports that show your target is getting further away, and worsening.....
Just look at that bottom metric.
Target is 9.76. (days of sickness, a year!) Was 10.25, now 12.96.
As the @Grocery_Insight image portal/server/best practice (name TBC) launch becomes near reality. A reminder that we have a huge amount of imagery to showcase everything (Tesco, amongst many, many others). Register your interest here: groceryinsight.com/grocery-insigh…
Often, I think people forget how bad Tesco was. The accounting scandal is 'top of mind' but the reality is that the stores were a mess, pricing abysmal and the message was confused (being polite.) Here, from our archive: (2014!)
1) How many variants of Coke in the range(?) (2014)
Sainsbury's slides: 1) A slide to show that whilst sales were resilient, actually we've left the back door open and the competitors have caught up.
2) Kantar market share shows Retailer A/B/C (akin to Dave Lewis at Tesco) and a loss of share for 'big four' equal to gain by discount. Although Kantar is skewed by discount store opening programme. (data is year end 24th Feb).
3) Food quality. Now this is a JS brand tracker, just 1000 customers here. Unclear if customers are promoted when 'thinking about supermarkets who have great fresh food'... Whether JS are first choice etc. Also the competitor set is hefty.
There will be lots of noise tomorrow re: Jack's. Rome wasn't built in a day and I sense this is a longer term play.
Rumours galore already; we do know that there will be Jack's branded lines in the range. Whether that means some of the tertiary discount value lines are also in, or instead of, remains to be seen.
BUT by offering the tertiary discount brands and also Jack's (in Jack's) Tesco smooth the path for comparatives / differential pricing to be nullified.