consumer spending tracker for muloc retailers · 3/26/2020 · •ecommerce trends in italy and...

March 26, 2020

CONSUMER SPENDING TRACKER FOR MULOC RETAILERS US, UK, FRANCE, ITALY, NZ

COVID-19 Impact

© 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,

New Zealand, and UK

• Trends from Italy (~3 weeks earlier to COVID-19 crisis than the US, UK & New Zealand) and France (~2

weeks earlier) suggest continuing heightened consumer demand

• In the US and UK, we see an inflection point in the week of March 1, when significant stockpiling began and

a significant uptick accounting for 1.5x normal weekly sales for the week ending March 15

• Consumers in most countries purchased more OTC Healthcare in early stages of the pandemic, shifting in

recent weeks to more Paper Products, Home Care and Food & Beverage; Most categories across the store

show higher growth rates as more traffic hit CPG stores

• Ecommerce trends in Italy and France show significant increases in online shopping, particularly Click &

Collect

• State level data in the U.S. shows early impact states having much higher lifts on food categories

particularly Packaged Food, Frozen Food and Dairy and following nationwide trends on non-food categories

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


Document Contents

• Market Context and Conditions

• Consumer Spending Results by

Category, Market and Channel

• Deep Dive: eCommerce Results

in Italy and France

• Deep Dive: State-Level Tracking

in the U.S.

• Appendix


Market Contextand Conditions


Countries are at Different Points in the Crisis, with Italy About ~3 Weeks

Ahead and France About 2 Weeks Ahead of the U.S., NZ and UK

Cumulative # of Confirmed Cases; Data as of 3.23.2020

Source: World Health Organization

Italy | Mar 4All schools closed

U.S. | Mar 16Many restaurants,

schools, businesses close in impacted

areas

U.S. | Mar 21"Shelter in Place" orders for CA, CT,

IL, NJ, & NY

0

50,000

100,000

150,000

US

Italy

NZ

UK

FranceItaly | Mar 9

All non-essential activities shut down

France | Mar 13Ban gatherings of 100+ people

Total Past 24 hrs Deaths

42,164 10,591 471

102 36 0

6,653 967 335

19,615 3,794 860

63,927 4,789 6,077

U.S. | Mar 11Europe travel ban

Cases Confirmed

Data in this analysis

Mar 1 Mar 8 Mar 15 Mar 23


COVID-Related Restrictions as of March 24, 2020

Italy

• Nationwide lock-down until

April 3

• Travel restrictions

• Public gatherings banned, incl. weddings & funerals

• Schools and universities closed

• Bars & restaurants closed

at 6PM

• Shops closed on weekends (except for pharmacies and grocery stores)

• In certain impacted areas,

maximum radius for dog walking is 200 meters, and all outdoor sport that

cannot be practiced at home is banned

France

• Lockdown for 15 days

starting March 17

• Land borders are closed

• Only those going to work, grocery stores or pharmacies are allowed on

the streets

• Public gatherings with +100 people banned

• All sports venues, museums, cultural centers,

cafés, bars, restaurants, and shops with the exception of grocery stores

or pharmacies remain closed

• Schools and universities across France are shut

United Kingdom

• People with fever or

persistent cough are recommended to stay home for at least 7 days

• Non-essential contact with

others is not recommended

• Besides these recommendations, the government has chosen

not to further issues decrees cutting free movement

• Schools closed as of 20

March

• Bans people from leaving their homes except for a few "very limited" reasons

New Zealand

• Month-long nationwide

lock-down starting Mar 26

• All non-essential businesses will be closed and everyone will have to

stay at home except for solitary exercise and visiting essential services.

United States

• Travel ban from Europe to

the U.S. for 30 days from March 11 onwards

• Many Public schools, bars and restaurants closed in

impacted areas

• Social gatherings limited to 10 people

• At least 196 million people in 21 states, 37

counties and 16 cities are being urged to stay home in the U.S. as of 3/24/20

• Invoked Defense

Production Act that gives the power to direct civilian businesses to help meet

orders for products necessary for national defense


Consumer Spending Tracking


A Few Weeks Further into the Crisis, Italy and France are Still Showing

High Consumer Spending, Although Italy is Beginning to Stabilize

Local Currency Sales % Change vs. Year Ago

Week Ending February 9 – March 15, 2020

21%

37%

23%

19%

53%

0%

10%

50%

20%

40%

30%

U.S.

France

UK

NZ

Italy

Feb 23Feb 16Feb 9 Mar 1 Mar 8 Mar 15

Stockpiling begins Stockpiling begins Stockpiling begins

Source: IRI POS Data Week Ending March 8, 2020


Sales Increased Dramatically Across Most Categories;

OTC Healthcare Spiked in All Countries

% Change Most Recent Week vs. Year Ago, Based on Local Currency

Italy France UK NZ US

TOTAL STORE 21.4% 36.9% 23.2% 19.5% 52.5%

Paper Products 48.0% 98.3% 133.8% 100.2% 212.3%

Home Care 37.3% 50.4% 55.4% 42.1% 101.8%

OTC Healthcare 76.2% 60.3% 99.6% 58.3% 70.4%

Personal Care 6.0% 79.0% 45.4% 18.4% 49.3%

Pet Food + Care 20.7% 30.6% 27.9% 13.5% 38.7%

General Merchandise -35.1% NA -1.9% 12.0% 18.8%

Cosmetics -7.0% 38.9% -0.7% 41.2% 8.1%

Beverage 17.5% 26.5% 24.2% 15.9% 39.6%

Packaged Food 33.8% 49.1% 42.0% 26.1% 77.2%

Alcohol 9.7% 7.2% 11.1% 4.6% 27.6%

Baby Food + Care 23.4% 53.0% 65.2% 0.7% 62.8%

Dairy 30.4% 32.9% 23.5% 12.0% 57.8%

Frozen Foods 45.1% 41.6% 32.8% 19.3% 78.8%

Fresh Foods 18.3% 22.5% 12.7% 16.8% 43.9%

OTC Healthcare products are in

peak demand across all countries

Products that help consumers clean

their homes remain in high demand

Frozen and Packaged Food

purchases have increased as

consumers continue stocking their

homes with long-lasting foods

LEGEND

50%+

20% to 50%

10% to 20%

<5%

<0%

NO

NE

DIB

LE

ED

IBL

E5% to 10%

Source: IRI POS Data Week Ending March 15, 2020 vs year ago Note: Exact product categorization varies slightly by country


OTC Healthcare Sales Beginning to Stabilize, But Still Driving

Nonedible Increases; Frozen and Packaged Foods Driving Edible

Week Ending Feb 9 – March 15, 2020

€ Sales % Change vs. Year Ago

100%

76%

6%-7%

-35%

37%

48%

21%

180%

-20%

60%

0%

20%

40%

80%

100%

120%

160%162%

Home Care

OTC Healthcare

Paper Products

Pet Food + Care

Personal Care

Cosmetics

General Merchandise

34%

18%

30%

45%

23%

10%

40%

20%

60%

80%

0%

-20%

160%

100%

120%

180%

Frozen Foods

Packaged Food

Beverage

Dairy

Baby Food + Care

Fresh Foods

Alcohol


Stockpiling begins


Stockpiling begins

Italy

Note: Segments defined to evaluate representative companies Source: IRI POS Data Week Ending March 15, 2020

Nonedible Edible


Paper Products and Personal Care Spiking in the Recent

Week; Packaged and Baby Food Driving Edible


€ Sales % Change vs. Year Ago

39%

60%

79%

39%

50%

98%

31%

0%

100%

20%

40%

80%

60%

-10%

10%

30%

50%

70%

90%

Home Care

OTC Healthcare

Paper Products

Pet Food + Care

Personal Care

Cosmetics

26%

49%

22%

33%

42%

53%

7%

40%

20%

0%

60%

80%

100%

-10%

10%

30%

50%

70%

90%

Baby Food + Care

Alcohol

Dairy

Frozen Foods

Packaged Food

Fresh Foods

Beverage


Stockpiling begins


Stockpiling begins

France


Nonedible Edible


100%

45%

-1%-2%

55%

134%

39%40%

20%

0%

120%

60%

80%

100%

140%

Paper Products

Cosmetics

Home Care

OTC Healthcare

Personal Care

Pet Food + Care

General Merchandise

24%

42%

13%

24%33%

65%

11%0%

20%

40%

60%

80%

100%

120%

140%

Baby Food + Care

Beverage

Frozen Foods

Packaged Food

Dairy

Fresh Foods

Alcohol

Paper Products, OTC Healthcare and Baby Food

Plus Care in High Demand in the Most Recent Week


£ Sales % Change vs. Year Ago


Stockpiling begins


Stockpiling begins

UnitedKingdom


Nonedible Edible


70%

49%

8%

19%

102%

39%

20%

100%

0%

40%

60%

80%

120%

140%

212%

Paper Products

Personal Care

OTC Healthcare

Home Care

Pet Food + Care

General Merchandise

Cosmetics

Nonedible

40%

77%

44%58%

79%

63%

28%

60%

0%

20%

40%

80%

100%

120%

140%

Dairy

Packaged Food

Frozen Foods

Fresh Foods

Baby Food + Care

Beverage

Alcohol

Edible

Purchasing Spikes Across Nonedible and Edible Categories


$ Sales % Change vs. Year Ago


Stockpiling begins


Stockpiling begins

UnitedStates



Not Surprisingly, Shoppers are Going

to Large Format Retailers to Stock Up


$ Sales % Change vs. Year Ago

67%

3%

30%

-10%

0%

10%

20%

40%

50%

60%

MULO

Convenience


Stockpiling begins

UnitedStates

Source: IRI POS Data Week Ending March 15, 2020 Note: MULO includes Grocery, Drug, Mass, Club (excluding Costco), Dollar and DeCA retailers.


Top Growing Subcategories by Country (Latest Week)

Italy France UK U.S.

Subcategory % Chg

Frozen Cookie

Dough570.4%

Spray Disinfectant 546.1%

Personal

Thermometers448.0%

Dry/Rfg Yeast 355.5%

Cloth All Purpose

Cleaner330.4%

Powdered Milk 319.2%

Liquid Hand Soap 303.7%

Color-Safe Bleach 289.8%

RTS Wet Soup 279.3%

Dried Beans/Grains 276.4%

Subcategory % Chg

Personal Wash 168.4%

Facial Tissues 155.6%

Flour 145.5%

Canned Meats 143.8%

Household

Cleaning141.3%

Toilet Tissue 137.7%

Canned Beans &

Pasta120.1%

Vitamins 117.8%

Soup 116.7%

Dry Pasta 114.0%

Subcategory % Chg

Bath Soaps 232.0%

Pasta 205.2%

Cooked Pasta

Dishes175.6%

Flours 175.2%

Rice 168.9%

Cleaning Gloves 166.3%

Dried Vegetables 148.5%

Dehydrated Potato

Puree146.5%

Canned Peas 140.2%

Household Soaps 134.4%

Subcategory % Chg

Accessories / Gloves 415.5%

Brewer's Yeast &

Ferments189.4%

Hygienic Products/

Wipes186.6%

Alcohol (denatured) 182.4%

Flour 180.7%

Videogames 132.6%

Dried Legumes 131.4%

Prepared Mix For

Pizza123.1%

Small Surfaces

Detergents114.3%

Personal Hygiene /

Soaps112.1%

New Zealand

Subcategory % Chg

Dietary Supplements

- Immunity389.2%

Dietary Supplements

- Cold & Flu212.7%

Rice - Medium Grain 208.1%

Personal Wash -

Liquid Soap202.5%

Rubber Gloves -

Disposable196.1%

Soup - Cereal 187.9%

Analgesics -

Paracetamol176.4%

Cheese - NAT Block

750g146.8%

Household Cleaners -

All Purpose144.8%

Personal Wash -

Liquid Soap NAT/org141.8%

EDIBLE

NONEDIBLE

Source: IRI POS Data Week Ending March 15, 2020 vs year ago.


Deep Dive: eCommerce in Italy, France


Online Channel Sales Doubled in the First Days of COVID-19

Exposure; Click and Collect Up 3-4x from Same Period in 2019

CPG Sales % Change vs. Year Ago

61%

87% 88%86%

205%

357%

277%

433%

0%

100%

200%

300%

400%

500%

2/18

Tue

2k

3/5

Thu

98%

2k

5k

282%

109%119%

3/3

Tue

1k 1k3k 3k

3/15

Sun

3/6

Fri

2/23

Sun

4k

6k

18k

7k

9k10k

12k

15k

3/12

Thu

21k

3/11

Wed

25k

2/20

Thu

2/17

Mon

2/19

Wed

2/21

Fri

2/22

Sat

2/24

Mon

2/25

Tue

2/26

Wed

3/10

Tue

2/27

Thu

2/28

Fri

2/29

Sat

3/1

Su

n

3/2

Mo

n

3/4

Wed

3/7

Sat

3/8

Su

n

3/9

Mo

n

3/13

Fri

3/14

Sat

# COVID-19 CasesOnline

Click and collect

Home delivery

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 Panel online, Dates reflect Monday, 17 February through Sunday, 1 March, 2020. Worldometer as of March 24, 2020


Online Channel Sales Increases Have Been

Less Dramatic, But Steadily Increasing

CPG Sales % Change vs. Year Ago

13%

5%

14%

30%

62%

0

20

40

60

80

2/23 3/152/16 3/1

1.2k

3/8

0.0k 0.0k 0.1k

5.4k

# COVID-19 CasesOnline

First death in Europe

from Coronavirus

Announcement that all schools and universities

would be closed starting March 16; Next day

ban all gatherings more than 100 people

National lockdown

for 15 days started

France

Source: IRI POS Data Week Ending March 15, 2020. Worldometer as of March 24, 2020


Deep Dive: State-Level Tracking in the U.S.


A Few States with Earlier Impact from COVID-19 Reacted

by Banning Large Groups and Closing Restaurants and Bars

During the March 9 - 15 Time Period

Massachusetts

Minnesota

Montana North Dakota

Idaho

Washington

Arizona

CaliforniaColorado

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

KentuckyNorth

Carolina

Ohio

Tennessee

Virginia

Wisconsin

West Virginia

Delaware

District of Columbia

Maryland

New Jersey

New York

Pennsylvania

Maine

Michigan

Alaska

Hawaii

3.9.20 3.15.20

Washington

Statewide ban of

gatherings of 250+

California

Closure of all bars, wineries,

nightclubs and brewpubs until

March 31st and called for all

seniors age 65 years or older

to stay in home isolation

Ohio

Closure of restaurants and bars until

further notice

3.14.203.13.203.12.203.11.203.10.20

Washington

Closure of restaurants, bars, and entertainment

/recreational facilities until March 31st

CA 133 157 177 198 247 335 392

OH 3 3 3 4 5 13 26

WA 162 267 366 457 568 642 769

# COVID-19 Cases

UnitedStates

Source: California Department of Health, Ohio Department of Health, Washington Department of Health


Early Impact States Saw Differentiated Lifts on Edible

Sales, But Similar to the Rest of the Country on Nonedible

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

0

10

60

80

20

70

$ Sales % Change versus Year Ago

Early Impact

ROM

+3%

3/15

0

70

60

80

2/16 2/23

10

3/1

20

3/8


ROM

Early ImpactInflection point when

stockpiling begins

CaliforniaOhioWashington

Lockdown

California

Ohio

Washington

Early impact

5%

-1%

10%

4%

21%

13%

27%

19%

59%

47%

47%

54%

28%

20%

28%

26%

Average2

CaliforniaOhioWashington

Lockdown

California

Ohio

Washington

Early impact

3%

0%

8%

3%

13%

11%

16%

13%

81%

63%

58%

73%

32%

25%

28%

30%

Average2

Nonedible Edible

Inflection point when

stockpiling begins

UnitedStates

1. Early impact areas: CA, Ohio and WA; previous Edible grocery growth; 2. Avg based on 3 WE 3-15-20 Source: IRI, BCG Analysis, MULOC 52 WE 3-15-20

+23%


Nonedible Increases in Early Impact

States Driven by Home, OTC and Paper

2/16 3/1 3/8

0

50

3/15

100

250

2/23

Early Impact

ROM


Inflection point

when

stockpiling begins

3/1 3/8

50

2/16

250

3/15

100

2/23

0

Early Impact


ROM

Inflection point

when

stockpiling begins

50

3/15

0

3/8

100

250

2/23 3/12/16


ROM

Early Impact

Inflection point

when

stockpiling begins

Home Care OTC Health Paper Products

UnitedStates

1. Early impact areas: CA, Ohio and WA; previous Edible grocery growth; Source: IRI, BCG Analysis, MULOC 52 WE 3-15-20

+6%

+13%

+17%


Edible Increases in Early Impact States

Driven by Packaged, Frozen and Dairy

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

0

50

100

250

ROM

Early Impact


Packaged Foods Frozen Foods Dairy

Inflection point

when

stockpiling begins

250

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

0

50

100


Early Impact

ROM

Inflection point

when

stockpiling begins

3/82/16

50

2/23

0

3/15

100

3/1

250

Early Impact

ROM


Inflection point

when

stockpiling begins

UnitedStates

1. Early impact areas: CA, Ohio and WA; previous Edible grocery growth; Source: IRI, BCG Analysis, MULOC 52 WE 3-15-20

+32% +27%

+26%


Appendix


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

Italy Data

• Excludes Open Air

Markets estimated at

6% of total FMCG sales

Data Methodology and Notes

Methodology: IRI tracks data weekly (weeks end on Sundays) and has ~one week of required

processing time; tracker will be released weekly on Wednesday / Thursday as data is available


Group Dept % Chg

PAPER PRODUCTS Hygienic Products/ Toilet Paper 48.4%

PAPER PRODUCTS Disposable / Kitchen Rolls 56.7%

PAPER PRODUCTS Disposable / Napkins 27.6%

HOME CARELaundry - Washing Machine Detergents

215.3%

HOME CARE Disposable / Table Accessories 5.2%

HOME CARE Laundry Softeners 9.5%

HOME CARE Small Surfaces Detergents 114.3%

HOME CARE Auto Dishwasher Detergent 43.9%

OTC HEALTHCARE Parapharma / First Aid Medication 102.4%

OTC HEALTHCARE Parapharma / Other 33.6%

OTC HEALTHCARE Parapharma / Diagnostic 120.1%

Backup

Group Dept % Chg

PERSONAL CARE Oral Hygiene / Toothpaste 20.1%

PERSONAL CARE Personal Hygiene / Bath & Shower Gel 19.7%

PERSONAL CARE Personal Hygiene / Deodorants -16.0%

PET FOOD + CARE Pet Care Cats - Nutrition 21.1%

PET FOOD + CARE Pet Care Dog - Nutrition 20.6%

PET FOOD + CARE Pet Care Cats - Litters 38.8%

GEN MERCH Cell Phones And Accessories -22.5%

GEN MERCH Books/Magazines/Newspapers -7.7%

GEN MERCH Toys -36.4%

COSMETICS Hair Shampoo 17.3%

COSMETICS Hair Coloring 46.6%

COSMETICS Hair Conditioner-Treatment 5.8%

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

Source: IRI POS Data Week Ending March 15, 2020 vs year ago

Italy


Group Dept % Chg

BEVERAGE Still Water 18.7%

BEVERAGE Coffee Minced 29.5%

BEVERAGE Coke 9.3%

BEVERAGE The -1.2%

BEVERAGE Natural Sparkling Water 24.5%

PACKAGED FOOD Tuna fish In Oil 57.1%

PACKAGED FOOD Sweet Snacks 13.6%

PACKAGED FOOD Pasta 62.8%

PACKAGED FOOD Extra Olive Oil 17.7%

PACKAGED FOOD Snacks - Sweet -5.2%

ALCOHOL Beer Alcohol 12.6%

ALCOHOL Wine - Italian Doc 14.6%

ALCOHOL Wine - Italian Igp 11.0%

ALCOHOL Brown Spirits 2.4%

Backup

Group Dept % Chg

BABY CARE Biscuits 26.0%

BABY CARE Baby Care / Diapers 17.9%

BABY CARE Homogenized 24.4%

DAIRY Mature Cheese - Rw 18.4%

DAIRY Milk Uht 61.3%

DAIRY Mozzarella 45.0%

DAIRY Fresh Milk 7.1%

DAIRY Parmesan Cheese 48.2%

FROZEN FOODS Natural Vegs & Fruits 54.8%

FROZEN FOODS Multipack Ice Creams 18.9%

FROZEN FOODS Natural Fish 47.1%

FRESH FOODS Red Meat - Rw 29.9%

FRESH FOODS Sliced Cold Cuts 33.0%

FRESH FOODS Fish - Rw -13.5%

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


Italy



Group Dept % Chg

PAPER PRODUCTS Toilet Paper 105.2%

PAPER PRODUCTS All-purpose Paper Towels 87.7%

PAPER PRODUCTS Tissues and Paper 93.7%

HOME CARE Laundry Cleaners Normal 56.0%

HOME CARE Multipurpose Household Cleaners 94.8%

HOME CARE Garbage Bags 40.9%

HOME CARE Machine Dishwashing Liquid 42.4%

HOME CARE Hand Dishwashing 51.5%

OTC HEALTHCARE Parapharmacy Accessories 123.6%

OTC HEALTHCARE Diet Supplements 34.7%

OTC HEALTHCARE Health Products for Shape 50.6%

Backup

Group Dept % Chg

PERSONAL CARE Shower Gels 120.8%

PERSONAL CARE Toothpastes 92.7%

PERSONAL CARE Deodorants 73.9%

PET FOOD + CARE Humid Food For Cat 27.7%

PET FOOD + CARE Dry Cat Food 39.4%

PET FOOD + CARE Dry Food For Dogs 26.8%

COSMETICS Cosmetics 38.9%


France



Group Dept % Chg

BEVERAGE Natural Mineral water 43.4%

BEVERAGE Fruit juice 22.1%

BEVERAGE Colas 18.9%

BEVERAGE Coffee Pod 31.7%

BEVERAGE Roasted Coffee 34.6%

PACKAGED FOOD Chocolate Bars 22.9%

PACKAGED FOOD Chocolate Confectionery 11.9%

PACKAGED FOOD Industrial Viennoiserie 24.5%

PACKAGED FOOD Cooking Oil 70.9%

PACKAGED FOOD Industrial Pastry Individual 17.6%

ALCOHOL Whiskey 5.9%

ALCOHOL Specialty Blonde Beers 10.5%

ALCOHOL Specialty Beers 18.8%

ALCOHOL Anise 3.8%

Backup

Group Dept % Chg

BABY CARE Diapers 37.3%

BABY CARE Baby Food 50.2%

BABY CARE Milk For Baby 86.8%

DAIRY Yogurts 22.3%

DAIRY Milk 66.1%

DAIRYHard cheese

36.8%

DAIRY Butters 43.8%

DAIRY Fresh Cream 35.6%

FROZEN FOODS Ice cream Specialties Individual 7.4%

FROZEN FOODS Frozen meats 71.1%

FROZEN FOODS Frozen Fish 69.6%

FRESH FOODS Fresh desserts 16.5%

FRESH FOODS Cooked ham and shoulder 34.6%

FRESH FOODS Eggs 41.6%


France



Group Dept % Chg

PAPER PRODUCTS Household Paper 133.8%

HOME CARE Detergents/Laundry 60.0%

HOME CARE Household Sundries 19.2%

HOME CARE Cleaning Products 120.4%

OTC HEALTHCARE Medicines 101.7%

OTC HEALTHCARE Vms & Nutrition 89.8%

Backup

Group Dept % Chg

PERSONAL CARE Haircare 24.0%

PERSONAL CARE Oral Hygiene 39.0%

PERSONAL CARE Other Health & Beauty 25.4%

PET FOOD + CARE Pet food 28.5%

PET FOOD + CARE Pet Non Food 21.3%

GEN MERCH Housewares 2.6%

GEN MERCH Garden & Flowers 6.7%

GEN MERCH Newspapers & Magazines 0.1%

COSMETICS Cosmetics & Fragrances -0.7%


UnitedKingdom



Group Dept % Chg

BEVERAGE Soft Drinks 18.7%

BEVERAGE Hot Beverages 37.6%

PACKAGED FOOD Confectionery 16.1%

PACKAGED FOOD Crisps, Snacks & Nuts 12.6%

PACKAGED FOOD Biscuits 54.2%

PACKAGED FOOD Cooking Products 21.3%

PACKAGED FOOD Breakfast Cereals 38.4%

ALCOHOL Wine 12.3%

ALCOHOL Spirits 14.0%

ALCOHOL Beer 7.5%

ALCOHOL Cider & Perry 2.8%

Backup

Group Dept % Chg

BABY CARE Baby Care 69.4%

BABY CARE Baby Food 60.2%

DAIRY Fresh Milk 12.8%

DAIRY Cheese 23.1%

DAIRY Butters, Fats & Margarines 28.6%

DAIRY Milk, Topping & Whiteners 97.4%

DAIRY Fresh Cream 4.4%

FROZEN FOODS Frozen Vegetables 42.0%

FROZEN FOODS Ice Cream & Desserts 3.9%

FROZEN FOODS Other Frozen 31.6%

FRESH FOODS Fruit 7.7%

FRESH FOODS Bread & Cakes 15.2%

FRESH FOODS Vegetables 12.2%


UnitedKingdom



Group Dept % Chg

PAPER PRODUCTS Toilet Tissue - Premium Toilet 133.0%

PAPER PRODUCTS Toilet Tissue - Economy Toilet 90.7%

PAPER PRODUCTS Paper Towels - Premium Towel 77.6%

HOME CARE Laundry Detergent - Powder - Concent 31.5%

HOME CARE Dishwash - Automatic 44.6%

HOME CARE Dishwash - Sink 36.4%

HOME CARE Household Cleaners - All Purpose 144.8%

HOME CARE Laundry Detergent - Liquid - Concent 49.2%

OTC HEALTHCARE Feminine Hygiene - Incontinence 26.7%

OTC HEALTHCARE Respiratory Tract - Cough Cold 103.8%

OTC HEALTHCARE Feminine Hygiene - Tampons 35.5%

OTC HEALTHCARE Suncare - Sunscreen 12.6%

OTC HEALTHCARE Analgesics - Paracetamol 176.4%

Backup

Group Dept % Chg

PERSONAL CARE Facial Skincare - Facial Moisture 13.2%

PERSONAL CARE Hand & Body Skincare - H&B Body Moist 31.6%

PERSONAL CARE Mouthwash - Mouthwash 28.8%

PET FOOD + CARE Catfood - Canned Sml <200g 17.7%

PET FOOD + CARE Catfood - Dried Lg 1kg+ 16.2%

PET FOOD + CARE Pet Accessories - Snacks & Treats 13.3%

GEN MERCH Prepaid Service - Gift Cards 12.6%

GEN MERCHPlastic Bags Wraps Foils - Kerbside

Collection13.7%

GEN MERCH Prepaid Service - Recharge Card -13.8%

COSMETICS Personal Wash - Shower Gels 28.6%

COSMETICS Hair Colourants - Permanent -4.7%

COSMETICS Personal Wash - Bar soaps 70.3%


NewZealand



Group Dept % Chg

BEVERAGE Lifestyle Drinks - Energy Drinks -9.2%

BEVERAGE Carbonated Beverages - Cola Single 14.1%

BEVERAGE Carbonated Beverages - Cola Multi 30.7%

BEVERAGE Water - Water Still 19.3%

BEVERAGE Juice/Drinks - Jce Multi Serve 6.1%

PACKAGED FOOD Confectionery - Choc-blocks 1.5%

PACKAGED FOOD Snack foods - Potato 18.1%

PACKAGED FOOD Nuts - Snacking Nuts 28.3%

PACKAGED FOOD Biscuits - Crackers 26.1%

PACKAGED FOOD Biscuits - Enrobed Full 16.1%

ALCOHOL Beer - Premium Beer -2.0%

ALCOHOL Wine - Savign Blanc 9.0%

ALCOHOL Beer - Mainstream Beer -1.3%

ALCOHOL Beer - Specialty Beer 4.6%

Backup

Group Dept % Chg

BABY CARE Baby Food - Formula -31.3%

BABY CARE Nappies - Nappies 13.5%

BABY CARE Baby Needs - Wipes 37.5%

DAIRY Milk & Cream - Std/Homogenised 10.4%

DAIRY Smallgoods Dairy - Prepack Bacon 23.7%

DAIRY Dairy Spreads & Fats - Butter Block 13.4%

DAIRY Cheese - NAT Block 1kg+ 22.2%

DAIRY Eggs - Intensively Caged -1.4%

FROZEN FOODS Frozen Meat - Chicken Value Add 30.0%

FROZEN FOODS Ice Cream - Thome-regular -1.1%

FROZEN FOODS Savories - Fresh Pies 15.4%

FRESH FOODS Bread - Light Grain 21.0%

FRESH FOODS Bread - White 19.5%

FRESH FOODS Bread - Heavy Grain 13.7%


NewZealand



Group Dept % Chg

PAPER PRODUCTS TOILET TISSUE 235.6%

PAPER PRODUCTS PAPER TOWELS 181.1%

PAPER PRODUCTS FACIAL TISSUE 212.0%

HOME CARE LIQUID LAUNDRY DETERGENT 99.2%

HOME CARE CLEANING TOOLS/MOPS/BROOMS 34.4%

HOME CARE HOME AIR FRESHENERS 28.2%

HOME CARE MANUAL DISH DETERGENT 167.8%

HOME CAREOTHER LAUNDRY DETERGENT

(PACKET/BAR)110.6%

OTC HEALTHCARECOLD/ALLERGY/SINU.S.

TABLETS/PACKETS109.6%

OTC HEALTHCARE MINERAL SUPPLEMENTS 40.4%

OTC HEALTHCAREWEIGHT CONTROL/NUTRITIONALS

LIQ/PWD37.7%

OTC HEALTHCARE INTERNAL ANALGESIC TABLETS 104.7%

OTC HEALTHCARE ANTACID TABLETS 28.0%

Backup

Group Dept % Chg

PERSONAL CARE DEODORANTS 38.2%

PERSONAL CARE TOOTHPASTE 75.5%

PERSONAL CARE LIQUID BODY WASH/ALL OTHER 56.6%

PET FOOD + CARE DRY DOG FOOD 54.0%

PET FOOD + CARE DOG BISCUITS/TREATS/BEVERAGES 33.7%

PET FOOD + CARE DOG/CAT NEEDS 4.3%

GEN MERCH DISPOSABLE PLATES/BOWLS 46.8%

GEN MERCH HOUSEHOLD/KITCHEN STORAGE 6.9%

GEN MERCH GARBAGE/TRASH/LAWN&LEAF BAGS 74.7%

COSMETICS REGULAR SHAMPOO 41.5%

COSMETICS HAIR CONDITIONER/CREME RINSE 31.0%

COSMETICS HAIR ACCESSORIES -13.2%


UnitedStates



Group Dept % Chg

BEVERAGE REGULAR SOFT DRINKS 19.5%

BEVERAGE CONVENIENCE/PET STILL WATER 82.1%

BEVERAGE SS ENERGY DRINKS NON-ASEPTIC 7.7%

BEVERAGE LOW CALORIE SOFT DRINKS 33.9%

BEVERAGE SS SPORTS DRINKS NON-ASEPTIC 54.9%

PACKAGED FOOD COOKIES 45.3%

PACKAGED FOOD READY-TO-EAT CEREAL 79.2%

PACKAGED FOOD POTATO CHIPS 33.5%

PACKAGED FOOD TORTILLA/TOSTADA CHIPS 43.2%

PACKAGED FOOD ALL OTHER CRACKERS 71.5%

ALCOHOLDOMESTIC BEER/ALE (INC NON-

ALCOHOLIC)22.0%

ALCOHOL DOMESTIC TABLE/STILL WINE 41.7%

ALCOHOLIMPORTED BEER/ALE (INC NON-

ALCOHOLIC)18.9%

ALCOHOL SPIRITS 33.4%

Backup

Group Dept % Chg

BABY CARE DISPOSABLE DIAPER 93.6%

BABY CARE BABY WIPES 195.9%

BABY CARE DISPOSABLE TRAINING PANTS 68.9%

DAIRY RFG SKIM/LOWFAT MILK 46.7%

DAIRY RFG YOGURT 41.7%

DAIRY FRESH EGGS 70.7%

DAIRY NATURAL CHEESE-SHREDDED 77.0%

DAIRY RFG WHOLE MILK 47.2%

FROZEN FOODS ICE CREAM 33.5%

FROZEN FOODS FZ NOVELTIES 31.6%

FROZEN FOODS FZ PIZZA 117.2%

FRESH FOODS FRESH BREAD 58.5%

FRESH FOODSRFG UNCOOKED MEATS (NO

POULTRY)82.0%

FRESH FOODS RFG SLICED LUNCHMEAT 78.1%


UnitedStates

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Confidential and Proprietary. 36

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