the effects of the corona virus in the netherlands...2020/04/17 · tobacco products 13,8%...

April 16th, 2020

The effects of the

corona virus in the

Netherlands

IRI Update

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

An uplift in sales is visible for supermarkets, which is mainly due to Easter. Nevertheless, sales are 60M

higher compared to Easter 2019. It seems that consumers have spent more on Easter shopping because of

the corona restrictions.

Impact Corona virus – Euro sales total supermarkets

+17%

+138m

Week 9 – 15

2020

Week 15 2020

vs. YA

Drugstores

Liquor stores

-7,0%vs. YA

+39,9%vs. YA+22,6%

vs. last week

+3,7%vs. last week

816,1 798,5996,3 940,1

847,8 834,5925,4

Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15

+11%

+91M

€ 787,7

€ 925,4

Week 15 2019 Week 15 2020

vs. 2019:

+€60M

(+6,9%)


Online supermarkets show 62% growth vs. last year, which is somewhat higher compared to the previous

weeks. Convenience stores show a small uplift again compared to last week (+7%), but still a significant

decrease vs. YA.

Euro sales online supermarkets

Week 9 - 15 2020

Euro sales convenience stores

Week 9 - 15 2020

+7%

Week 15

vs. YA

-52%

Week 15

vs. YA

+62%

€ 27,5 € 28,3 € 30,7 € 28,9€ 31,9 € 33,6 € 35,7


+6%

€ 8,3 € 8,4€ 7,7

€ 4,6€ 3,8 € 3,6 € 3,9



In week 11, when the stock-piling started, PL value share was 29,2%. This is higher compared to last year

(+1,3%) and also compared to the previous weeks.

Value share PL vs. brands – total supermarkets

Week 1 - 14 2020

Share change vs. previous year – total supermarkets

Week 1 - 14

27,4% 27,2% 27,7% 27,2% 27,6% 27,3% 27,8% 26,9% 28,0% 28,3% 29,2% 28,0% 28,3% 27,6%

72,6% 72,8% 72,3% 72,8% 72,4% 72,7% 72,2% 73,1% 72,0% 71,7% 70,8% 72,0% 71,7% 72,4%

Week1

Week2

Week3

Week4

Week5

Week6

Week7

Week8

Week9

Week10

Week11

Week12

Week13

Week14

PL Brands

-0,6%

0,3%

0,7%

-0,3%

0,2%

-0,1%0,0%

-0,5%

0,8%

1,0%

1,3%

0,2%

0,5%

-0,2%

0,6%

-0,3%

-0,7%

0,3%

-0,2%

0,1%0,0%

0,5%

-0,8%

-1,0%

-1,3%

-0,2%

-0,5%

0,2%

Week1

Week2

Week3

Week4

Week5

Week6

Week7

Week8

Week9

Week10

Week11

Week12

Week13

Week14

PL Brands


Growth numbers are somewhat lower compared to weeks 11 & 12 and a clear shift is visible. In weeks 11 & 12

rice, pasta and other products with a long shelf life were in the top 5 categories, whereas in week 14 baking

products, greeting cards, maintenance products and lighting are in the top 5 categories.

Week 11 Week 12 Week 13 Week 14

RICE 180,1% TISSUES 176,6% BODY CARE (incl. hand soap) 146,4% BODY CARE (incl. hand soap) 79,1%

PASTA 175,1% BODY CARE (incl. hand soap) 168,9% TISSUES 88,7% BAKING PROD. & DESSERT INGR. 63,4%

SHELF-STABLE FISH PRODUCTS 148,1% RICE 120,1% BAKING PROD. & DESSERT INGR. 77,7% GREETING CARDS 47,9%

CANNED VEGETABLES CAN/JAR/OTHER 146,7% CANNED VEGETABLES CAN/JAR/OTHER 111,6% SANITARY PAPER GOODS 65,7% MAINTENANCE PRODUCTS 45,1%

SANITARY PAPER GOODS 130,3% CANNED MEAT CAN/JAR/OTHER 107,2% CLEANERS 64,0% LIGHTING 43,8%

BODY CARE (incl. hand soap) 129,0% FROZEN VEGETABLE PRODUCTS 99,0% MAINTENANCE PRODUCTS 49,7% CLEANERS 42,8%

LONG-LIFE MILK 125,2% PASTA 99,0% SHELF-STABLE BREAD 46,7% FLAVORS 39,8%

CANNED MEAT CAN/JAR/OTHER 123,2% BAKING PRODUCTS & DESSERTS 94,9% DISHWASHER DETERGENTS 44,1% TISSUES 35,8%

TISSUES 122,7% SANITARY PAPER GOODS 94,7% FROZEN VEGETABLE PRODUCTS 41,5% SHELF-STABLE BREAD 34,9%

SHELF-STABLE BREAD 113,8% LONG-LIFE MILK 90,0% AIR FRESHENERS 39,7% FROZEN POTATO PRODUCTS 31,3%

CLEANERS 89,2% FROZEN FISH 89,5% TEA 38,6% CANNED MEAT CAN/JAR/OTHER 30,3%

BABY & CHILD NUTRITION 80,4% SHELF-STABLE FISH PRODUCTS 89,1% CANNED MEAT CAN/JAR/OTHER 38,3% CANNED FRUIT CAN/JAR/OTHER 29,9%

FROZEN POTATO PRODUCTS 72,0% PERIOD CARE 83,9% SUGAR 36,9% FROZEN VEGETABLE PRODUCTS 27,8%

FROZEN FISH 71,4% SOUPS 76,9% SOUPS 36,8% FROZEN MEAT SNACKS 26,4%

MAINTENANCE PRODUCTS 69,4% SHELF-STABLE BREAD 67,7% HH PAPER / PLASTIC WARE 35,9% LONG-LIFE DAIRY DRINKS 24,4%

FROZEN VEGETABLE PRODUCTS 69,4% CLEANERS 66,3% CANNED VEGETABLES CAN/JAR/OTHER 35,2% SUGAR 23,1%

OILS 68,6% SUGAR 65,2% RICE 34,6% HH PAPER / PLASTIC WARE 19,5%

CANNED FRUIT CAN/JAR/OTHER 68,2% SOUP REQUIREMENTS 62,3% LONG-LIFE MILK 33,7% OILS 19,1%

PERIOD CARE 68,2% HH PAPER / PLASTIC WARE 61,0% LIGHTING 32,8% EGGS 18,3%

BAKING PROD. & DESSERT INGR. 68,1% OILS 60,1% GREETING CARDS 32,5% CEREALS 17,0%

*categories with average weekly sales > € 500.000

Top 20 categories* - Euro sales % change vs. YA - Supermarkets (excl. HD)


In weeks 11 & 12 only a few categories showed a decrease vs. YA and in weeks 13 & 14 all categories from the

bottom 20 show a decrease. Diapers and baby & child nutrition show a significant decrease in weeks 13 & 14,

whereas these categories showed growth in the previous weeks.


COOKED RICE & PASTA -42,6% FRUIT DRINKS SMALL PACKAGES -54,5% FRUIT DRINKS SMALL PACKAGES -63,9% DIAPERS -45,8%

AIR FRESHENERS -27,9% CHEWING GUM -15,7% DIAPERS -36,3% FRUIT DRINKS SMALL PACKAGES -35,9%

GREETING CARDS -11,1% ICE CREAM & DESSERTS -7,1% BABY & CHILD NUTRITION -23,7% CHEWING GUM -35,7%

MAGAZINES -6,7% TOBACCO -5,3% CHEWING GUM -16,6% BABY & CHILD NUTRITION -28,8%

ORAL CARE -5,0% WATER WITH TASTE (BOTTLE) -3,2% MINT/THROAT PASTILLES -15,8% MINT/THROAT PASTILLES -21,4%

DEODORANT -4,8% READY-MADE FRESH/CHILLED MEALS -3,1% WATER WITH TASTE (BOTTLE) -10,8% BOTTLED WATER -19,5%

TOBACCO 0,6% ICETEA -0,1% COFFEE MILK/CREAM/CREAMER -10,2% READY-MADE FROZEN MEALS -16,3%

FRUIT DRINKS (EXCL. SMALL PACKAGES) 2,9% CHILLED FRUIT DRINKS 0,2% READY-MADE FROZEN MEALS -9,5% ORAL CARE -16,2%

WINE & CHAMPAGNE 3,0% BISCUIT 0,7% BOTTLED WATER -9,3% DETERGENTS -14,3%

WATER WITH TASTE (BOTTLE) 5,1% OTHER SOFT DRINKS 3,4% FRESH DAIRY DRINKS -6,7% WATER WITH TASTE (BOTTLE) -13,8%

CHEWING GUM 5,9% SNACKNUTS & PEANUTS 4,0% BISCUIT -6,6% CHILLED FRUIT DRINKS -13,7%

ICE CREAM & DESSERTS 6,8% COLA 4,0% OTHER SOFT DRINKS -4,8% READY-MADE FRESH/CHILLED MEALS -13,4%

CHILLED FRUIT DRINKS 7,8% BEER & PILSNERS 4,2% READY-MADE FRESH/CHILLED MEALS -4,8% DEODORANT -11,9%

LIGHTING 7,8% FRESH DESSERTS 5,1% CHILLED FRUIT DRINKS -4,4% COFFEE MILK/CREAM/CREAMER -9,6%

DETERGENTS 9,4% FRESH DAIRY DRINKS 5,3% BEER & PILSNERS -4,3% ANIMAL SUPPLIES -8,7%

OTHER ALCOHOLIC BEVERAGES 9,4% SPORTS & ENERGY DRINKS 5,9% COOKED RICE & PASTA -2,9% PERIOD CARE -8,0%

FRUIT DRINKS SMALL PACKAGES 11,4% BOTTLED WATER 7,3% TOASTS -2,8% LICORICE -5,8%

BEER & PILSNERS 11,9% MINT/THROAT PASTILLES 8,6% ANIMAL SUPPLIES -1,4% BISCUIT -5,0%

TOBACCO PRODUCTS 13,8% CHOCOLATE 9,2% CAT FOOD -0,1% FROZEN SAVORY PASTA -4,3%

CANDY 14,7% OTHER ALCOHOLIC BEVERAGES 9,6% SPORTS & ENERGY DRINKS 0,8% DOG FOOD -3,0%


Bottom 20 categories* - Euro sales % change vs. YA - Supermarkets (excl. HD)


Within drugstores, only 10 categories show growth vs. YA in weeks 13 & 14 and the growth numbers are

somewhat lower compared to the previous weeks. Top growing categories in week 14 are tissues, body

care, cleaners, coffee and lighting.

Week 10 Week 11 Week 12 Week 13 Week 14

DISHWASHER DETERGENTS 165,7% SANITARY PAPER GOODS 258,2% TISSUES 181,3% TISSUES 55,2% TISSUES 44,4%

TISSUES 109,8% TISSUES 247,6% CLEANERS 98,6% DISHWASHER DETERGENTS 50,9% BODY CARE (incl. hand soap) 28,4%

COFFEE 80,1% CLEANERS 142,6% PERIOD CARE 54,9% LIGHTING 38,5% CLEANERS 25,2%

MEDICAL & BODY CARE 53,0% BABY & CHILD NUTRITION 107,4% DETERGENTS 40,9% BODY CARE (incl. hand soap) 37,7% COFFEE 25,0%

CLEANERS 49,5% DISHWASHER DETERGENTS 102,6% BODY CARE (incl. hand soap) 35,8% CLEANERS 22,0% LIGHTING 21,6%

CANDY 43,3% MEDICAL & BODY CARE 72,2% BABY CARE 35,3% FACIAL CARE 13,8% FACIAL CARE 9,4%

BODY CARE (incl. hand soap) 39,4% BABY CARE 61,1% MEDICAL & BODY CARE 34,7% DETERGENTS 8,5% DETERGENTS 9,0%

BISCUIT 37,6% BODY CARE (incl. hand soap) 57,1% LIGHTING 31,8% SANITARY PAPER GOODS 6,7% HAIR & BEAUTY ACCESSORIES 6,6%

SANITARY PAPER GOODS 35,7% CHEWING GUM 55,4% DISHWASHER DETERGENTS 28,8% HAIR CARE 4,9% SHAVING PRODUCTS 4,7%

BABY CARE 31,5% PERIOD CARE 53,6% ORAL CARE 25,2% SHAVING PRODUCTS 1,9% BABY CARE 3,1%

BABY PRODUCTS 31,5% DIAPERS 52,3% BISCUIT 18,4% MEDICAL & BODY CARE -1,8% HAIR CARE -4,0%

PERIOD CARE 27,1% DETERGENTS 50,9% BABY & CHILD NUTRITION 16,7% BISCUIT -4,3% CHOCOLATE -7,1%

LIGHTING 24,4% BISCUIT 45,2% MINT/THROAT PASTILLES 15,9% HAIR & BEAUTY ACCESSORIES -4,5% SANITARY PAPER GOODS -9,3%

CHOCOLATE 24,0% DEODORANT 38,9% DEODORANT 14,1% COFFEE -12,7% MEDICAL & BODY CARE -10,6%

HAIR CARE 16,0% ORAL CARE 31,6% DIAPERS 11,5% DEODORANT -13,9% AIR FRESHENERS -12,1%

DEODORANT 14,7% MINT/THROAT PASTILLES 26,5% HAIR CARE 10,5% ORAL CARE -14,0% SUNCARE -14,0%

FACIAL CARE 14,6% COFFEE 20,4% COFFEE 7,7% CHOCOLATE -15,1% CANDY -18,4%

SHAVING PRODUCTS 14,3% LIGHTING 20,0% FACIAL CARE 1,8% MINT/THROAT PASTILLES -16,8% DEODORANT -19,4%

ORAL CARE 9,5% HAIR CARE 19,2% SANITARY PAPER GOODS -5,8% BABY CARE -16,8% BOOKS & POCKETS -19,8%

SUNCARE 9,5% CHOCOLATE 18,6% CHEWING GUM -6,1% PERIOD CARE -20,1% ORAL CARE -21,7%


Top 20 categories* - Euro sales % change vs. YA - Drugstores

© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 8*categories with average weekly sales > € 200.000

FragrancesCosmetics &

accessories

Slimming

productsChewing gum

Due to cancelled social gatherings fragrances and cosmetics still show a significant decrease in week 14 vs.

YA. Other categories which show a significant decrease within drugstores are: slimming products, baby &

child nutrition and chewing gum.

Baby & child

nutrition

Bottom 5 categories* - Euro sales % change wk 14 vs. YA – Drugstores

-36% -35% -34% -34% -34%


Total Online also shows a clear shift as top growing categories in weeks 13 & 14 are facial care, lighting,

body care and baking products, whereas in the previous weeks rice, pasta etc. were among the top

growing categories.


RICE 216,4% PERIOD CARE 254,6% BODY CARE 158,1% FACIAL CARE 188,1%

PASTA 212,3% RICE 159,0% LIGHTING 150,6% LIGHTING 159,5%

SHELF-STABLE FISH PRODUCTS 180,0% CANNED VEGETABLES CAN/JAR/OTHER 150,2% BAKING PROD. & DESSERT INGR. 138,1% BODY CARE 158,0%

CANNED VEGETABLES CAN/JAR/OTHER 172,3% OILS 142,6% FACIAL CARE 136,6% BAKING PROD. & DESSERT INGR. 146,8%

CANNED MEAT CAN/JAR/OTHER 164,6% TISSUES 142,3% LICORICE 118,1% TISSUES 134,0%

OILS 137,1% PASTA 138,9% CLEANERS 109,6% FLAVORS 128,1%

SANITARY PAPER GOODS 122,4% SOUPS 137,7% SOUPS 96,1% CHOCOLATE 118,3%

FROZEN POTATO PRODUCTS 120,9% CANNED MEAT CAN/JAR/OTHER 133,6% SHELF-STABLE FISH PRODUCTS 96,1% OTHER ALCOHOLIC BEVERAGES 115,0%

MAINTENANCE PRODUCTS 118,5% FROZEN VEGETABLE PRODUCTS 126,3% PASTA 95,0% TOBACCO 105,7%

SOUPS 118,0% SHELF-STABLE FISH PRODUCTS 111,1% CANNED MEAT CAN/JAR/OTHER 92,8% MAINTENANCE PRODUCTS 103,3%

PERIOD CARE 112,7% BAKING PROD. & DESSERT INGR. 105,0% CANNED VEGETABLES CAN/JAR/OTHER 92,4% COOKED RICE & PASTA 99,1%

ICE CREAM & DESSERTS 102,3% LIGHTING 104,2% TOBACCO 92,0% PERIOD CARE 98,8%

SHELF-STABLE BREAD 98,6% FROZEN FISH 95,6% DEODORANT 91,8% SUGAR 96,9%

LONG-LIFE MILK 98,3% DOG FOOD 94,3% PERIOD CARE 91,2% OILS 96,0%

SAUCES AND MIXES 98,2% DETERGENTS 87,8% RICE 91,0% SHELF-STABLE FISH PRODUCTS 95,8%

CHEWING GUM 90,4% BODY CARE (incl. hand soap) 84,3% OTHER ALCOHOLIC BEVERAGES 85,2% HAIR CARE 93,5%

BAKING PROD. & DESSERT INGR. 88,0% SHELF-STABLE MEALS 80,0% FROZEN VEGETABLE PRODUCTS 83,7% RICE 91,4%

LICORICE 84,7% SUGAR 77,5% ORAL CARE 76,5% CANNED MEAT CAN/JAR/OTHER 87,5%

SUGAR 84,3% CLEANERS 71,0% FLAVORS 76,4% ORAL CARE 87,5%

ACIDS 82,4% FACIAL CARE 70,2% TISSUES 76,3% SHAVING PRODUCTS 85,9%


Top 20 categories* - Euro sales % change vs. YA – Total Online


Just like within supermarkets, diapers and baby & child nutrition are listed in the bottom 5 categories for

Total Online. Other declining categories are icetea, flavoured water and beer & pilsners.

Bottom 5 categories* - Euro sales % change wk 14 vs. YA – Total Online


Diapers IceteaFlavoured

waterBeer & pilsners

Baby & child

nutrition

-40% -31% -16% -10% -2%


Within convenience stores all bottom 20 categories show a significant decrease from week 12 onwards.

Categories with the biggest decrease in week 14 vs. YA are frozen meat snacks, chilled fruit drinks

and fresh desserts.


FROZEN MEAT SNACKS -57,5% FROZEN MEAT SNACKS -70,4% FROZEN MEAT SNACKS -74,6% FROZEN MEAT SNACKS -71,9%

CHOCOLATE -18,9% CHILLED FRUIT DRINKS -50,3% CHILLED FRUIT DRINKS -57,3% CHILLED FRUIT DRINKS -58,6%

CHEWING GUM -15,0% CHEWING GUM -45,7% CHEWING GUM -50,1% FRESH DESSERTS -50,9%

DAISIES -11,9% FRESH DESSERTS -41,2% FRESH DESSERTS -49,7% OTHER FRESH DAIRY -50,6%

SNACKNUTS & PEANUTS -9,5% BOTTLED WATER -40,9% OTHER FRESH DAIRY -47,0% SNACKNUTS & PEANUTS -47,0%

CHILLED FRUIT DRINKS -9,0% WATER WITH TASTE (BOTTLE) -38,8% BOTTLED WATER -46,5% BOTTLED WATER -46,3%

LICORICE -8,7% SNACKNUTS & PEANUTS -38,2% SNACKNUTS & PEANUTS -45,4% MINT/THROAT PASTILLES -45,9%

READY-MADE FRESH/CHILLED MEALS -6,6% READY-MADE FRESH/CHILLED MEALS -36,6% MINT/THROAT PASTILLES -44,4% CHEWING GUM -44,9%

BOTTLED WATER -3,6% ICETEA -34,6% READY-MADE FRESH/CHILLED MEALS -44,3% READY-MADE FRESH/CHILLED MEALS -43,6%

CANDY -3,3% MINT/THROAT PASTILLES -34,3% BEER & PILSNERS -44,1% RUSK, TOAST, GINGERBREAD -42,2%

TOBACCO PRODUCTS -3,0% FRAGRANCES -33,5% RUSK, TOAST, GINGERBREAD -43,4% WATER WITH TASTE (BOTTLE) -39,5%

BISCUIT -2,8% AIR FRESHENERS -33,3% OTHER ALCOHOLIC BEVERAGES -43,2% BISCUIT -39,2%

MINT/THROAT PASTILLES -2,1% OTHER FRESH DAIRY -33,2% WATER WITH TASTE (BOTTLE) -42,8% FRAGRANCES -38,5%

FRESH MILK -1,8% LICORICE -32,0% LICORICE -39,8% LICORICE -36,5%

BEER & PILSNERS -1,5% CHOCOLATE -31,9% BISCUIT -38,8% FRESH DAIRY DRINKS -34,5%

WATER WITH TASTE (BOTTLE) -1,2% OTHER ALCOHOLIC BEVERAGES -31,0% CHOCOLATE -35,1% CHOCOLATE -34,2%

OTHER FRESH DAIRY 0,8% BISCUIT -30,6% COFFEE -34,7% FRESH MILK -33,5%

ICETEA 1,9% BEER & PILSNERS -30,2% ICETEA -34,6% BEER & PILSNERS -31,6%

AIR FRESHENERS 3,6% FRESH DAIRY DRINKS -29,3% FRESH MILK -34,4% OTHER ALCOHOLIC BEVERAGES -30,9%

SALTY SNACKS 3,8% CANDY -29,3% FRESH DAIRY DRINKS -34,3% ICETEA -29,9%


Bottom 20 categories* - Euro sales % change vs. YA - Convenience


Voor verdere vragen,

Aarzel niet om contact met ons op te nemen!

https://www.iriworldwide.com/en-US/Insights/Publications/coronavirus-impact-to-CPG-and-retail

https://www.iriworldwide.com/en-US/Insights/Publications/coronavirus-impact-to-CPG-and-retail

the effects of the corona virus in the netherlands...2020/04/17 · tobacco products 13,8%...

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