consumer spending tracker for measured ......2020/04/10 · packaged food baby food + care uk:...

April 10, 2020

CONSUMER SPENDING TRACKER FOR MEASURED CHANNELS

COVID-19 Impact

U.S., UK, France, Italy, Germany,

New Zealand, Greece, Netherlands

© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 2

Executive Summary

• As the COVID-19 outbreak accelerates in Europe and the United States,

governments, businesses, and consumers are changing behaviors rapidly – this is

reflected in consumer purchases in Italy, France, US, Germany, Netherlands,

Greece, New Zealand, and UK

• Across geographies, consumer demand appears to be beginning to stabilize toward

previous year trends although in some categories demand is significantly higher or

lower than the previous year

• In the United States, the second group of states to issue "stay-at-home" orders

showed a spike in Edible product sales slightly later than the first group, but followed

a similar timeline on Nonedible products

• E-commerce is continuing to show very strong growth over last year in US, Italy, and

France. In Italy & France, there is a consistent, increasing shift to E-commerce since

the beginning of the crisis. In the US, in-store sales grew more than E-commerce

initially, but is beginning to revert more online post-stockpiling.

1. MULO includes Grocery, Drug, Mass, Club (excluding Costco), Dollar and DeCA retailers

NEW

Greece

Netherlands

this week


Document Contents

• Market Context and Conditions

• Consumer Spending Results by

Category, Market and Channel

• Deep Dive:

State-Level Tracking in the U.S.

• Deep Dive:

E-Commerce Results in the U.S.,

Italy and France

• Appendix


Countries Are at Different Points in the Crisis and Are Dealing

With Different Levels of Infection During this Analysis Period

Cumulative # of Confirmed Cases as of 4.8.2020

0

200,000

400,000

600,000

800,000

U.S.

Germany

UK

NZ

Netherlands

France

Italy

Greece

Total Past 24 hrs Deaths

363,321 29,510 10,845

55,246 3,634 6,159

969 26 1

19,580 777 2,101

103,228 4,003 1,861

77,226 3,738 10,313

1,832 77 81

135,586 3,039 17,129Apr 8

Source: World Health Organization

France | Mar 13

Ban gatherings

of 100+ people

U.S. | Mar 11

Europe travel ban

U.S. | Mar 16

Many schools,

restaurants,

businesses

close in

impacted areas

U.S. | Mar 21

"Shelter in Place"

orders for CA,

CT, IL, NJ, & NY

Italy | Mar 9

All non-essential

activities shut down

Data in this Analysis

Mar 1 Mar 8 Mar 15 Mar 22 Mar 29

UK/NL/NZ | Mar 23

Non-essential

businesses close

Germany | Mar 22

National restrictions

on activities

Germany | Mar 15

Borders to neighboring

countries closed; all

schools closed 2 days

before

Cases Confirmed


COVID-Related Restrictions as of 4.8.2020

School Closure

RestrictedAssembly

Non-Essential Business Closure

Domestic Travel

Restrictions

International Travel

Restrictions

Non-Essential Local Mvmt. Restrictions

Italy Mar 4 Mar 9 Mar 12 Mar 9 Mar 9 Mar 22

Greece Mar 10 Mar 16 Mar 13 Mar 23 Mar 18 Mar 22

France Mar 16 Mar 13 Mar 14 Mar 17 Mar 24

Germany Mar 16 Mar 22 Mar 16 Mar 18 Mar 16

Netherlands Mar 15 Mar 15 Mar 23 Mar 19

New Zealand Mar 23 Mar 19 Mar 23 Mar 25 Mar 19 Mar 25

UK Mar 23 Mar 23 Mar 23 Mar 17 Mar 17 Mar 23

U.S. by state Mar 16 by state Mar 12 by state

Source: Literature Search


Source: IRI POS Data Ending March 29, 2020

Sales Begin to Normalize to Prior Year Levels Across All Countries

Week Ending Feb 9 – March 29, 2020

Local Currency Sales % Change vs. Year Ago

9%6%4%

29%

-8%

10%

12%12%

60%

0%

20%

40%

-20%

NZ

U.S.

Italy

Germany

France

Netherlands

UK

Greece

Feb 23Feb 16Feb 9 Mar 1 Mar 15 Mar 29

Stockpiling begins

Mar 8 Mar 22

Stockpiling beginsStockpiling begins


LEGEND

Consumers in Most Countries Are Shifting to

Steady-State Purchasing Post-Stockpiling

% Change Most Recent

Week vs. Year ago,

Based on Local Currency

Italy Greece France Germany Netherlands NZ UK US

TOTAL STORE 9.3% 11.8% 5.6% 4.0% 12.1% 29.7% -7.7% 10.0%

Total Nonedible -7.9% 3.3% -10.1% -2.6% 32.0% 29.6% -23.3% 4.1%

Total Edible 13.2% 15.0% 8.9% 5.8% 11.2% 29.7% -3.9% 14.1%

Paper Products 19.9% 6.8% 27.1% 28.7% 42.1% 41.7% 31.1% 40.7%

Home Care 15.0% -1.0% 13.3% 5.2% 33.2% 40.5% 7.8% 21.6%

OTC Healthcare 17.0% 44.9% -17.7% -3.2% -8.8% 45.3% 12.5% 4.9%

Personal Care -12.0% -3.3% -32.2% -15.9% 46.8% 12.0% -3.2% -4.1%

Pet Food + Care 11.2% 3.3% 2.8% -7.6% 1.3% 23.9% -7.0% -6.1%

Gen Merchandise -42.2% 1.2% NA 12.1% 25.0% 19.9% -50.8% 1.8%

Cosmetics -7.2% -14.3% -75.3% 1.3% 64.5% 38.4% -49.4% -21.3%

Beverage 1.8% 5.4% -5.0% -6.6% 8.5% 21.1% -6.3% -1.7%

Packaged Food 18.5% 17.6% 17.5% 15.2% 18.1% 35.9% -0.5% 21.0%

Alcohol 12.5% 17.8% -12.1% -6.6% 0.2% 23.8% 0.6% 20.5%

Baby Food +

Care5.5% -25.0% -14.6% -35.5% -15.7% 3.2% -19.8% -20.2%

Dairy 22.6% 18.9% 18.3% 5.1% 13.3% 26.8% 2.0% 20.9%

Frozen Foods 29.9% 17.9% 26.5% 15.2% 9.3% 50.7% 3.5% 31.3%

Fresh Foods 7.4% 34.3% 7.1% 16.7% 5.7% 16.9% -8.0% 10.5%

50%+

20% to 50%

10% to 20%

0% to 5%

-20% to 0%

5% to 10%

<-20%

Source: IRI POS data Week Ending March 29, 2020 vs year ago / Note: Exact product categorization varies slightly by country

NO

NE

DIB

LE

ED

IBL

E


Nonedible Edible

Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending March 29, 2020

Italy: Nonedible Categories Generally Trending Down;

Frozen Foods Continues Driving Edible

Week Ending Feb 9 – March 29 2020

€ Sales % Change vs. Year Ago

20%

105%

77%

17%

-12%

11%

-42%

-7%

-20%

3/222/9 3/292/16 2/23 3/1 3/8 3/15

20%

-40%

0%

40%

60%

80%

100%

120%

180% 167%

Paper Products

General Merch.

Pet Food + Care

Home Care

OTC Healthcare

Cosmetics

Personal Care2%

19%13%

23%30%

7%

-40%

2/16 2/23

100%

2/9 3/223/8

-20%

0%

20%

40%

60%

180%

80%

120%

3/1 3/15 3/29

Frozen Foods

Packaged Food

Dairy

Alcohol

Fresh Foods

Baby Food + Care

Beverage

Stockpiling begins Stockpiling begins

Italy


Nonedible Edible


France: OTC Healthcare, Personal Care & Cosmetics Decline vs.

Year Ago After Significant Stockpiling; Edible Categories Flattening



107%

27%13%

-18%

83%

-32%

3%

-64%

-75%

60%

-60%

2/9

80%

-40%

-20%

0%

20%

40%

100%

120%

2/23 3/8 3/222/16 3/1 3/15 3/29

Paper Products

Pet Food + Care

Home Care

OTC Healthcare

Personal Care

Cosmetics

-5%

18%

-12%-15%

18%

27%

7%

-40%

-60%

3/1

-20%

20%

2/23

0%

60%

40%

80%

100%

120%

3/222/9 3/82/16 3/15 3/29

Frozen Foods

Dairy

Beverage

Packaged Food

Fresh Foods

Alcohol

Baby Food + Care


France


Nonedible Edible


Germany: Nonedible Categories Stabilizing to

Prior Year Levels; Edible Categories Flattening



109%

29%

5%

-3%

-16%-8%

12%

1%0%

3/8

50%

100%

150%

2/9 3/222/232/16 3/1 3/15 3/29

Paper Products

General Merch.

OTC Healthcare

Home Care

Cosmetics

Pet Food + Care

Personal Care

-7%

15%

-35%

5%

17%

3/22

0%

2/23

150%

50%

100%

3/1 3/82/9 2/16 3/15 3/29

Dairy

Baby Food + Care

Fresh Foods

Alcohol

Frozen Foods

Packaged Food

Beverage


Germany


Nonedible Edible


134%

31%

8%

122%

12%

-3%-7%

-51%-49%

100%

-20%

3/22

80%

-40%

20%

60%

0%

40%

120%

140%

2/9 2/23 3/82/16 3/1 3/15 3/29

Pet Food + Care

Paper Products

Personal Care

Home Care

OTC Healthcare

Cosmetics

General Merch

-6%0%

-20%

2%4%

-8%

0%

-40%

2/23

40%

2/16

100%

-20%

120%

20%

60%

140%

80%

3/223/82/9 3/1 3/15 3/29

Frozen Foods

Beverage

Dairy

Fresh Foods

Alcohol

Packaged Food

Baby Food + Care

UK: Nonedible Categories Stabilizing to Prior Year Levels;

Edible Categories Flatten Without Easter Spikes


£ Sales % Change vs. Year Ago


UnitedKingdom


Nonedible Edible


41%

22%

5%

-4%-6%

2%

-21%-20%

-40%

0%

20%

40%

60%

80%

3/29

100%

120%

3/15

140%

2/9 2/23 3/8 3/222/16 3/1

213%

103%

Pet Food + Care

General Merch.

Paper Products

Home Care

OTC Healthcare

Personal Care

Cosmetics

-2%

21%21%

-20%

31%

10%

-40%

140%

20%

0%

80%

-20%

40%

60%

100%

120%

2/9 2/23 3/82/16 3/223/1 3/15 3/29

Fresh Foods

Frozen Foods

Packaged Food

Alcohol

Dairy

Beverage

Baby Food + Care

US: Paper Products Continue Trending Down, But Still Driving

Nonedible Increases; Edible Flattening, But Still Elevated vs. PY


$ Sales % Change vs. Year Ago


UnitedStates


Note: MULO includes Grocery, Drug, Mass, Club (excluding Costco), Dollar and DeCA retailers. Source: IRI POS data ending March 29, 2020.

US: Convenience Stores Beginning to Take a Hit

as More States Implement Shelter in Place



2%

63%58%

14%

3% 0%

50%

30%

20%

2/16

0%

-10%

10%

40%

60%

3/82/232/9 3/223/1 3/15 3/29

11%

-9%

MULO

Convenience

Stockpiling Begins

UnitedStates


As Consumers Shift from Stockpiling to Steady-State,

Purchases Skew More Toward Edible Categories

Weeks Ending March 15 – Mar 29 2020 | Portion of Local Currency Sales

Source: IRI POS data ending March 29, 2020

EDIBLE

NONEDIBLE

Italy France Germany UK United States

81% 83% 84%

19% 17% 16%

Early Stockpile

Mar 8

Peak SpendMar 15

Cool Down

Mar 29

76% 77% 79%

24% 23% 21%

Peak SpendMar 15

Early Stockpile

Mar 8

Cool Down

Mar 29

81% 81% 83%

19% 19% 17%

Early Stockpile

Mar 8

Cool Down

Mar 29

Peak SpendMar 22

73% 75% 78%

27% 25% 22%

Cool Down

Mar 29

Early Stockpile

Mar 8

Peak SpendMar 15

84% 82% 85%

16% 18% 15%

Peak SpendMar 15

Early Stockpile

Mar 8

Cool Down

Mar 29


Top Growing Subcategories by Country

(Latest Week)

Source: IRI POS data Week Ending March 29, 2020 vs year ago.

EDIBLE

NONEDIBLE

Italy France Germany UK United States

SUBCATEGORY % CHG

Brewer's Yeast &

Ferments286.8%

Flour 218.6%

Accessories /

Gloves194.3%

Pastry

Ingredients164.0%

Hair Coloring 119.0%

Mascarpone 119.0%

Alcohol

(denatured)110.0%

Dried Legumes 97.5%

Snacks - Salted

(Corn)90.4%

Other Mixed Fruit

- Packaged89.1%

SUBCATEGORY % CHG

Cleaning Gloves 249.6%

Yeast and Flavored

Sugar183.6%

Flours 170.5%

Bleach 124.1%

Bath Soaps 97.9%

Multipurpose

Household

Cleaners

67.0%

Cheeses to

consume hot65.8%

Canned Tomatoes 64.4%

Honeys 63.1%

Desserts Mixes 61.8%

SUBCATEGORY % CHG

Dry/Rfg Yeast 282.3%

Low Sugar/Cal

Soft Drinks185.8%

Disposable

Gloves178.3%

Flour 145.0%

Powdered Milk 138.3%

Spray Disinfectant 132.4%

Rfg Canned Ham 130.0%

Playing Cards 127.8%

Cookie/Cookie

Bar Mixes126.2%

Bread Mixes 123.4%

SUBCATEGORY % CHG

Household Gloves 219.1%

Damp Cleaning

Tissues191.4%

Hygiene/Sanitary

Cleaner169.1%

Meat Poultry

Chilled110.5%

Hand / Nail Cream

-Lotion -Gel93.6%

Soap 93.1%

Grain Flour 85.6%

Natural Remedy

Tonic74.9%

Dried Potato

Dumplings71.2%

Chilled Fresh

Dough68.2%

SUBCATEGORY % CHG

A/V & Computing

Electronics53.6%

Canned Meats 40.5%

Cleaning Products 34.2%

Soup 33.9%

Household Paper 31.1%

Dry Pasta &

Noodles30.8%

Sausages 29.2%

Foils & Wraps 28.2%

Cooking Products 27.6%

Preserves &

Spreads27.2%


A Few States Had Earlier Impacts from COVID-19 or Reacted

More Quickly With Stay-at-Home or Shelter-in-Place Orders

Stay at Home Orders

Massachusetts

Minnesota

Montana North Dakota

Idaho

Washington

Arizona

California

Colorado

Nevada

New Mexico

Oregon

Utah

Wyoming

Arkansas

Iowa

Kansas Missouri

Nebraska

Oklahoma

South Dakota

LouisianaTexas

Connecticut

New Hampshire

Rhode Island

Vermont

Alabama

Florida

Georgia

Mississippi

South Carolina

IllinoisIndiana

Kentucky

North Carolina

Ohio

Tennessee

Virginia

Wisconsin

West Virginia

Delaware

District of Columbia

Maryland

New Jersey

New York

Pennsylvania

Maine

Michigan

Alaska

Hawaii

Phase 1 (as of 3/15)

• California

• Washington

• Ohio

Phase 2 (as of 3/22)

• New York

• Illinois

• Connecticut

• New Jersey

• Louisiana

• Delaware

UnitedStates

Source: IRI, BCG Analysis, MULO+C.

1. Phase 1: Stay at home, shelter-in-place as of WE 03-15-20; 2. Phase 2: Stay at home, shelter-in-place as of WE 03-22-20


Nonedible Edible

Phase 2 Spiked Edible Sales After Phase 1, But Similar

Pattern to the Rest of the Country on Nonedible


3/1 3/223/152/232/9 2/16

40

3/8

30

10

50

0

60

70

3/29

80

20

Phase 2

Total U.S.

Phase 1 3/12/23

20

3/22 3/29

0

3/8

30

2/16

40

3/15

50

60

70

80

2/9

10Phase 2

Phase 1

Total U.S.

Inflection point when

stockpiling begins Inflection point when

stockpiling begins

Phase 2 spike in

Edible Sales

UnitedStates

Source: IRI, BCG Analysis. IRI POS data ending March 29, 2020.

1. Phase 1 areas: CA, OH and WA; previous Edible grocery growth; 2. Phase 2 areas: NY, IL, CT, NJ, DE and LA


Phase 1

Phase 2

Nonedible Phase 2 Growth Spiked After Phase 1 in OTC Health,

While Home Care and Paper Products Followed a Similar Trend


3/12/232/16

250

3/293/8 3/15 3/22

0

50

100

Total U.S.

Inflection point

when

stockpiling begins

Home Care OTC Health Paper Products

3/12/16 2/23 3/8 3/15 3/22 3/29

0

50

100

250

Total U.S.

Inflection point

when

stockpiling begins

3/222/16 2/23 3/1 3/8 3/15 3/29

0

50

100

250

Total U.S.

Inflection point

when

stockpiling begins

Phase 1

Phase 2Phase 1

Phase 2

UnitedStates




Phase 1

Phase 2

Edible Increases in Phase 2 Followed

Were More in Line With the Country


2/23 3/12/16 3/8 3/15 3/22 3/29

0

50

100

250

Total U.S.

3/12/16 2/23 3/8 3/15 3/22 3/29

0

50

100

250

Total U.S.

3/12/16 2/23 3/153/8 3/22 3/29

0

50

250

100

Total U.S.

Phase 1

Phase 2

Phase 1

Phase 2

UnitedStates


Inflection point

when

stockpiling begins

Inflection point

when

stockpiling begins

Inflection point

when

stockpiling begins

Packaged Food Frozen Food Dairy



In the U.S., E-Commerce Growth Remained High vs. YA

Dollar % Change vs. YA, Total E-Commerce

44% 43%37%

96%

68%

0%

20%

40%

60%

80%

100%

2/2

38%

1k

1/191/5

33%28%

1/12 1/26

34k

76%

38%

2/9

28%

2/16

21%

2/23 3/1 3/153/8

67%

4k

69%69%

3/22

eCommerce - Total

# COVID-19 CaseseCommerce - Edible

eCommerce - Nonedible

January 20: First case

identified in the US

March 11: European Travel

Ban Announced

UnitedStates

Source: IRI eMarket Insights Model, based on 204 releasable eMarket Insights categories. Case count from Worldometer as of 4-6-20


Panic Buying

in Brick & Mortar

U.S. Consumers Stocked Up More in Store Initially Lowering Ecom

Share of CPG, Now Starting to Revert in Nonedible Post Stock-Up

Total E-Commerce Share of Omni-Channel

28.3% 28.7%

31.5% 31.3%30.5%

29.3% 29.6% 29.9% 30.3%

27.4%

25.4%

27.4%

16.2% 16.2%17.2% 17.5%

16.8%16.0% 15.7%

16.7%17.3%

15.9%

14.1% 14.0%

8.8% 8.6% 8.5% 9.0% 8.7% 8.2% 7.9%8.8% 8.6% 8.2%

7.3%6.6%

2/23/20201/5/2020 2/16/20201/19/20201/12/2020 1/26/2020 2/2/2020 2/9/2020 3/1/2020 3/8/2020 3/15/2020 3/22/2020

Total

Non Edible

Edible

UnitedStates

Source: IRI eMarket Insights Model, based on 204 releasable eMarket Insights categories.


Home Shipment Regained Share of CPG E-commerce in

the Latest Week as U.S. Consumers Settle More At-Home

Share of CPG E-Commerce Dollar Sales by Fulfillment Type

76% 77% 80% 78% 78% 77% 78% 78% 78% 76% 73%81%

16% 16%14% 15% 16% 16% 15% 16% 16% 17% 19%

12%

9% 8% 6% 6% 7% 7% 7% 6% 6% 7% 8% 7%

1/5/2020 1/12/2020 1/19/2020 2/2/2020 3/22/20201/26/2020 2/9/2020 2/16/2020 3/1/2020 3/8/2020 3/15/2020

Click &

Collect

Home

Shipment

2/23/2020

Delivery

UnitedStates

Source: IRI eMarket Insights, based on 204 releasable eMarket Insights categories and retailers where fulfillment can be determined.

Note: Delivery is to home within a time slot, e.g., Peapod, Instacart, Amazon Fresh. Click & Collect is pick up in store or parking lot. Home Shipment is delivery in box via 3rd party company (UPS, FedEx), e.g., Amazon.com.


Edible E-Commerce Sales Shifted More Back

to Home Shipment in the Latest Week

Share of E-Commerce Dollar Sales by Fulfillment Type

91% 92% 93% 93% 93% 92% 92% 93% 92% 91% 89% 93%

2%7%

1/12/2020 3/1/20201/26/2020

5% 2%2%

2/2/2020

5%

3/15/20202/9/2020 2/16/2020 2/23/2020

2%

3/8/2020

8%3%2% 5%

Click &

Collect

2% 3%

3/22/2020

Home

Shipment

1/19/2020

Delivery 2%

1/5/2020

6% 5% 6% 2%6% 6% 6% 6% 2%2%

Nonedible

39% 42% 45% 43% 40% 41% 42% 42% 43% 40% 38%52%

39% 39% 38% 40% 41% 40% 40% 41% 40% 41% 43%30%

22% 19% 17% 17% 18% 18% 18% 17% 17% 19% 19% 18%

1/26/20201/19/20201/5/2020 1/12/2020 2/2/2020 2/9/2020 2/16/2020 2/23/2020 3/1/2020 3/8/2020 3/15/2020 3/22/2020

Home

Shipment

Click &

Collect

Delivery

Edible

Source: IRI eMarket Insights, based on 204 releasable eMarket Insights categories and retailers where fulfillment can be determined.

UnitedStates

Note: Delivery is to home within a time slot, e.g., Peapod, Instacart, Amazon Fresh. Click & Collect is pick up in store or parking lot. Home Shipment is delivery in box via 3rd party company (UPS, FedEx), e.g., Amazon.com.


Italy E-Commerce Sales, Continue to Accelerate

While In-Store Growth is Softening

CPG E-Commerce Sales % Change vs. Year Ago

94%119%

357%

277%

433%

550% 539%

0%

50%

100%

150%

200%

250%

300%

350%

400%

450%

500%

550%

600%

182%

16-

Mar

18-

Feb

19-

Feb

0

20-

Feb

0 2

101%

21-

Feb

0

10-

Mar

13-

Mar

22-

Feb

14-

Mar

23-

Feb

24-

Feb

8-

Mar

25-

Feb

26-

Feb

27-

Feb

1-

Mar

52%82%

28-

Feb

175%

88%

0

29-

Feb

12-

Mar

2-

Mar

17-

Mar

3-

Mar

4-

Mar

5-

Mar

69%

210%

6-

Mar

114%

19-

Mar

7-

Mar

9-

Mar

23-

Mar

11-

Mar

15-

Mar

18-

Mar

20-

Mar

139%

21-

Mar

168%

22-

Mar

107%

24-

Mar

25-

Mar

26-

Mar

27-

Mar

28-

Mar

1

29-

Mar

0 0 0 00 0 1 1 2 3 3 4

17-

Feb

6 7 9 1012

1518

21 2528

32

5

41

47

54

5964

59

6974

81

9298

36

Click & Collect

eCommerce

COVID-19 Cases (k)

Home Delivery / Shipment

11 cities in Lombardia and Veneto are

declared "Red zones" and locked down

All schools and universities

across Italy are closed down

Italy is declared Red zone – the next day

all non-essential activities are shut down

Italy

Source: IRI Italy eCommerce Panel, Dates reflect Monday, 17 February through Sunday, 29 March, 2020. Worldometer as of April 6, 2020.

Note: E-commerce Includes select E-commerce retailers including Amazon, other local eRetailers and the E-commerce operations of traditional Brick & Mortar retailersHome delivery / shipment: goods delivered at doorstep of purchaser, Click & Collect: purchaser submit order online and collects in store, accounts for 9% of total E-commerce..


In France, E-Commerce Has Consistently Grown Faster

Than In-Store Since the Start of the Pandemic

CPG E-Commerce Sales % Change vs. Year Ago

1301,209

5,423

16,018

40,174

13.2%

5.3%

14.2%

61.6%

75.0%

65.0%

0

10

20

30

40

50

60

70

80

30.2%

16-Feb 15-Mar 22-Mar23-Feb 1-Mar 8-Mar 29-Mar

12 12

E-Com %

share of total6.8% 6.5% 7.4% 8.0% 7.7% 8.5% 10.8%

eCommerce COVID-19 Cases

France

Source: IRI POS Data week Ending March 29, 2020. Worldometer as of April 6, 2020

Note: E-commerce includes Click & Collect and some Home Delivery providers (Home Delivery represents a small portion of sales). Excludes Amazon.


appendix


Data Methodology and Notes

IRI tracks POS data weekly (weeks end on Sundays) and has ~one week of required processing time

(E-commerce has ~2 weeks processing time). U.S. National Consumer Panel data is released monthly. Tracker

will be released weekly on Wednesday / Thursday as data is available; deep dives will be refreshed periodically.

U.S. Data• Represents transaction POS

database (accounts

for 80%+ of FMCG sales)

• Data collected in Multi-Outlet

+ Convenience (MULOC)

channels: Grocery, Drug,

Convenience, Mass,

Walmart, Club, Dollar,

and DECA Stores

• Excludes Costco

Greece Data• Represents transaction

POS database, excludes

random weight

• Data collected in Super /

Hyper Markets channels.

Excludes Convenience

Stores, Small Retail,

Discounters and Cash &

Carry

Italy DataExcludes Open Air

Markets estimated at 6%

of total FMCG sales

UK DataAggregated sales across

major grocery retailers

France DataData collected in

hypermarkets, supermarkets,

discount, Convenience stores

and e-shopping

Germany DataIncludes hypermarkets,

supermarkets, and drug stores

Netherlands DataData collected for Supermarket

including online

New Zealand Data• Represents Grocery channel

• Point of Sale data accounting

for 100% of pre-packaged

Grocery sales


Group Dept % Chg

Paper Products Hygienic Products/ Toilet Paper 19.2%

Paper Products Disposable / Kitchen Rolls 41.4%

Paper Products Disposable / Napkins 15.5%

Home Care Laundry - Washing Machine Detergents -16.0%

Home Care Disposable / Table Accessories -13.7%

Home Care Fabric Softeners -9.3%

Home Care Small Surfaces Detergents 58.7%

Home Care Dishwasher Detergent 41.3%

OTC Healthcare Parapharma / First Aid Medication 11.3%

OTC Healthcare Parapharma / Other 22.4%

OTC Healthcare Parapharma / Diagnostic 35.6%

Group Dept % Chg

Personal Care Oral Hygiene / Toothpaste -2.5%

Personal Care Personal Hygiene / Bath & Shower Gel -2.9%

Personal Care Personal Hygiene / Deodorants -36.5%

Pet Food + Care Pet Care Cats - Nutrition 8.8%

Pet Food + Care Pet Care Dog - Nutrition 10.4%

Pet Food + Care Pet Care Cats - Litters 23.0%

Gen Merch Cell Phones And Accessories -32.6%

Gen Merch Books/Magazines/Newspapers -53.3%

Gen Merch Toys -20.3%

Cosmetics Hair Shampoo -3.2%

Cosmetics Hair Coloring 119.0%

Cosmetics Hair Conditioner -5.8%

Largest Sub-Categories – Nonedible(Based on Prior 52 Week Sales)

Italy

Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago


Group Dept % Chg

Beverage Still Water -10.6%

Beverage Coffee Minced 23.9%

Beverage Cola 3.4%

Beverage Tea -23.0%

Beverage Natural Sparkling Water -4.5%

Packaged Food Sweet Snacks 3.9%

Packaged Food Tunafish In Oil 18.1%

Packaged Food Pasta 22.4%

Packaged Food Extra Olive Oil 4.0%

Packaged Food Snacks - Sweet -12.6%

Alcohol Beer Alcohol 11.5%

Alcohol Wine - Italian Doc 22.9%

Alcohol Wine - Italian Igp 16.2%

Alcohol Brown Spirits 2.5%

Group Dept % Chg

Baby Care Biscuits 18.7%

Baby Care Baby Care / Diapers -29.3%

Baby Care Homogenized 2.6%

Dairy Mature Cheese - Rw 13.7%

Dairy Milk Uht 32.5%

Dairy Mozzarella 54.1%

Dairy Parmesan Cheese 33.9%

Dairy Fresh Milk -3.8%

Frozen Foods Natural Vegs & Fruits 44.6%

Frozen Foods Multipack Ice Creams -0.4%

Frozen Foods Natural Fish 47.5%

Fresh Foods Red Meat - Rw 15.9%

Fresh Foods Slliced Cold Cuts 23.1%

Fresh Foods Fish - Rw -24.5%

Largest Sub-Categories – Edible(Based on Prior 52 Week Sales)

Italy



Group Dept % Chg

Paper Products Toilet Paper 25.4%

Paper Products All-purpose Paper Towels 39.6%

Paper Products Tissues and Paper 14.2%

Home Care Laundry Cleaners Normal -14.7%

Home Care Multipurpose Household Cleaners 67.0%

Home Care Garbage Bags 32.5%

Home Care Machine Dishwashing Liquid 27.0%

Home Care Hand Dishwashing 16.5%

OTC Healthcare Parapharmacy Accessories 21.2%

OTC Healthcare Diet Suppliments -37.5%

OTC Healthcare Health Products for Shape -17.8%

Group Dept % Chg

Personal Care Shower Gels -39.7%

Personal Care Toothpastes -35.0%

Personal Care Deodorants -52.8%

Pet Food + Care Humid Food For Cat -2.6%

Pet Food + Care Dry Cat Food 2.8%

Pet Food + Care Dry Food For Dogs 2.4%

Cosmetics Cosmetics -75.3%


France



Group Dept % Chg

Beverage Natural Mineral water -15.1%

Beverage Fruit juice -5.3%

Beverage Colas -3.5%

Beverage Coffee Pod 8.7%

Beverage Roasted Coffee 6.0%

Packaged Food Chocolate Bars 34.4%

Packaged Food Chocolate Confectionery -0.4%

Packaged Food Industrial Viennoiserie 6.5%

Packaged Food Cooking Oil 36.3%

Packaged Food Pasta 21.0%

Alcohol Whiskey -8.6%

Alcohol Speciality Blonde Beers -8.8%

Alcohol Speciality Beers 7.6%

Alcohol Anise -6.1%

Group Dept % Chg

Baby Care Diapers -10.4%

Baby Care Baby Food -13.7%

Baby Care Milk For Baby -23.7%

Dairy Yogurts 7.0%

Dairy Milk 12.8%

Dairy Hard cheese 30.5%

Dairy Butters 32.6%

Dairy Fresh Cream 32.6%

Frozen Foods Ice cream Specialities Individual 7.2%

Frozen Foods Frozen meats 60.0%

Frozen Foods Frozen Fish 59.3%

Fresh Foods Fresh desserts 5.2%

Fresh Foods Cooked ham and shoulder 28.2%

Fresh Foods Eggs 41.0%


France



Group Dept % Chg

Paper Products Dry Toilet Paper 24.2%

Paper Products Kitchen Rolls 22.4%

Paper Products Tissues 43.9%

Home Care Heavy Duty Detergents -16.6%

Home Care Machine Dishwasher Detergent 28.3%

Home Care Fabric Softener -18.6%

Home Care Toilet Rim Block 2.1%

Home Care All Purpose Cleaner 30.7%

OTC Healthcare Cold Medicine 20.9%

OTC Healthcare Dry Mineral Products -0.9%

OTC Healthcare Dry Vitamin Products 17.9%

Group Dept % Chg

Personal Care Face Care -24.8%

Personal Care Shampoo -20.3%

Personal Care Toothpaste -19.0%

Pet Food + Care Wet Cat Food -10.3%

Pet Food + Care Dry Dog Food -2.1%

Pet Food + Care Dry Cat Food -2.9%

Gen Merch Phone Cards 4.4%

Gen Merch Air Freshener -9.8%

Gen Merch Household / Garbage Bags 13.8%

Cosmetics Eye Make Up 0.0%

Cosmetics Face Make Up 0.0%

Cosmetics Hair Coloring 22.1%


Germany



Group Dept % Chg

Beverage Roasted Coffee 0.0%

Beverage Mineral Water -17.1%

Beverage Cola Beverages -4.3%

Beverage Sports Beverages -9.7%

Beverage Fruit Juice 2.5%

Packaged Food Chocolate Bars 15.7%

Packaged Food Nuts / Kernels / Trail Mix 14.2%

Packaged Food Candies / Confectionaries -10.2%

Packaged Food Sausages In Aspic (Shelf Stable) 24.8%

Packaged Food Chocolate Bar / Nuts Bar -1.7%

Alcohol Beer / Nonalcoholic Beer -11.8%

Alcohol Wine 4.0%

Alcohol Clear Schnapps 3.9%

Alcohol Liquor -10.6%

Group Dept % Chg

Baby Care Baby Diapers -41.3%

Baby CareLiquid/Dry Baby Nutrition

With/Without Milk-41.8%

Baby Care Baby - Cleansing Tissues -17.4%

Dairy Cheese 7.2%

Dairy Firm Yogurt 5.3%

Dairy Butter / Butter Preparations -12.6%

Dairy Eggs 16.5%

Dairy Homogenized Milk 2.9%

Frozen FoodsFrozen Pizza / Baguette /

Flavored Dough Products10.3%

Frozen Foods Frozen Dishes 25.9%

Frozen Foods Ice Cream 11.7%

Fresh Foods Chilled Sausages In Aspic 21.8%

Fresh Foods Bread 5.4%

Fresh Foods Ready To Eat Desserts 4.0%


Germany



Group Dept % Chg

Paper Products Household Paper 31.1%

Home Care Detergents/Laundry 9.4%

Home Care Household Sundries -7.0%

Home Care Cleaning Products 34.2%

OTC Healthcare Medicines 11.3%

OTC Healthcare Vitamins & Nutrition 18.3%

Group Dept % Chg

Personal Care Haircare -0.1%

Personal Care Oral Hygiene -7.8%

Personal Care Deodorants & Personal Wash 23.8%

Pet Food + Care Pet Food -7.6%

Pet Food + Care Pet Non Food -0.5%

Gen Merch Houseware -52.3%

Gen Merch Garden & Flowers -70.7%

Gen Merch Newspapers & Magazines -22.0%

Cosmetics Cosmetics & Fragrances -49.4%


UnitedKingdom



Group Dept % Chg

Beverage Soft Drinks -10.6%

Beverage Hot Beverages 5.0%

Packaged Food Confectionery -28.4%

Packaged Food Crisps, Snacks & Nuts -6.7%

Packaged Food Biscuits -5.1%

Packaged Food Cooking Products 27.6%

Packaged Food Breakfast Cereals 6.0%

Alcohol Wine -4.3%

Alcohol Spirits -8.6%

Alcohol Beer 21.0%

Alcohol Cider & Perry 12.6%

Group Dept % Chg

Baby Care Baby Care -12.8%

Baby Care Baby Food -28.3%

Dairy Fresh Milk -5.7%

Dairy Cheese 5.9%

Dairy Butters, Fats & Margarines 8.6%

Dairy Milk, Topping & Whiteners 24.4%

Dairy Fresh Cream -16.0%

Frozen Foods Frozen Vegetables 13.7%

Frozen Foods Ice Cream & Desserts -16.2%

Frozen Foods Other Frozen -6.7%

Fresh Foods Fruit -6.1%

Fresh Foods Bread & Cakes -6.8%

Fresh Foods Vegetables 8.6%


UnitedKingdom



Group Dept % Chg

Paper Products Toilet Tissue 47.4%

Paper Products Paper Towels 34.6%

Paper Products Facial Tissue 30.5%

Home Care Liquid Laundry Detergent 3.2%

Home Care Cleaning Tools/Mops/Brooms 11.9%

Home Care Home Air Fresheners 1.1%

Home Care Manual Dish Detergent 57.4%

Home Care Other Laundry Detergent (Packet/Bar) 13.0%

OTC Healthcare Cold/Allergy/Sinus Tablets/Packets 11.3%

OTC Healthcare Mineral Supplements -0.5%

OTC Healthcare Weight Control/Nutritionals Liq/Pwd 32.9%

OTC Healthcare Internal Analgesic Tablets -16.1%

OTC Healthcare Antacid Tablets -4.2%

Group Dept % Chg

Personal Care Deodorants -10.1%

Personal Care Toothpaste -1.0%

Personal Care Liquid Body Wash/All Other 7.0%

Pet Food + Care Dry Dog Food -12.7%

Pet Food + Care Dog Biscuits/Treats/Beverages 0.6%

Pet Food + Care Dog/Cat Needs -6.5%

Gen Merch Disposable Plates/Bowls 14.1%

Gen Merch Household/Kitchen Storage -2.6%

Gen Merch Garbage/Trash/Lawn&leaf Bags 20.9%

Cosmetics Regular Shampoo -8.5%

Cosmetics Hair Conditioner/Creme Rinse -5.6%

Cosmetics Hair Accessories -33.6%


UnitedStates



Group Dept % Chg

Beverage Regular Soft Drinks 1.2%

Beverage Convenience/Pet Still Water -11.5%

Beverage Ss Energy Drinks Non-aseptic -12.1%

Beverage Low Calorie Soft Drinks 4.7%

Beverage Ss Sports Drinks Non-aseptic -6.2%

Packaged Food Cookies 9.8%

Packaged Food Ready-to-eat Cereal 18.5%

Packaged Food Potato Chips 8.8%

Packaged Food Tortilla/Tostada Chips 18.5%

Packaged Food All Other Crackers 8.4%

Alcohol Domestic Beer/Ale (Inc Non-alcoholic) 17.0%

Alcohol Domestic Table/Still Wine 22.7%

Alcohol Imported Beer/Ale (Inc Non-alcoholic) 15.6%

Alcohol Spirits 31.3%

Group Dept % Chg

Baby Care Baby Formula – Powder -26.2%

Baby Care Disposable Diaper -26.8%

Baby Care Baby Food/Snacks -19.7%

Dairy Rfg Skim/Lowfat Milk 8.8%

Dairy Rfg Yogurt -6.9%

Dairy Fresh Eggs 38.0%

Dairy Natural Cheese-shredded 46.1%

Dairy Rfg Whole Milk 15.4%

Frozen Foods Ice Cream 28.8%

Frozen Foods Frozen Pizza 52.4%

Frozen Foods Frozen Novelties 14.7%

Fresh Foods Fresh Bread 22.3%

Fresh Foods Rfg Uncooked Meats (No Poultry) 46.3%

Fresh Foods Rfg Sliced Lunchmeat 21.4%


UnitedStates


© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 42© 2020 Information Resources Inc. (IRI).

Confidential and Proprietary. 42

CONTACT U.S. FOR MORE

INFORMATION

IRI U.S. / Global HQ

Chicago, IL

+1 312.726.1221

IRI France

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+ 33 (0) 1 30 06 22 00

IRI Germany

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+49 211 361190Follow IRI on Twitter: @IRIworldwide

IRI New Zealand

Ellerslie, Auckland

+64 9526 5408

IRI United Kingdom

Bracknell, Berkshire

+44 (0) 1344 746000

IRI Greece

Athens, Greece

+30 210 27 87 600

IRI Italy

Milan: +39 02 52579 1

Rome: +39 335 73 12 283

IRI Netherlands

+31 (0) 418-570800

consumer spending tracker for measured ......2020/04/10 · packaged food baby food + care uk:...

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