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Copyright © 2017 The Nielsen Company. Confidential and proprietary. Copyright © 2017 The Nielsen Company. Confidential and proprietary. Presenter’s Name Date EUROPEAN SHOPPER – CPS E-COMMERCE DEEP DIVE Client Logo

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Page 1: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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1 Copyright © 2017 The Nielsen Company. Confidential and proprietary.

Presenter’s Name Date

EUROPEAN SHOPPER – CPS E-COMMERCE DEEP DIVE

Client Logo

Page 2: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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2 Copyright © 2017 The Nielsen Company. Confidential and proprietary.

MACROECONOMICAL

GROWTH

Page 3: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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GDP growth - after stable 2016 (~1,9%) started quicken from

the beginning of 2017 (2,6% in Q3’17 )

INFLATION – bounced back to the healthy level* in 2017 (~1,7%)

UNEMPLOYMENT – continues declining and reaching 7,4% in October 2017

Good economic situation is reflected in higher consumer buying optimism

(CCI +4)

Economic and consumer situation influenced FMCG dynamics (2,8% in Q3’17)

TOP SALES SHARES

Private Labels (29% value shares in total Europe)

Key take-aways

1,2%

0,5%

3,1%

*The Federal Open Market Committee (FOMC) judges that inflation at the rate of 2 percent is most consistent over the longer run with the Federal Reserve's mandate for price stability and

maximum employment. The healthies inflation rate in Europe has Belgium: 2,1%.

60

13,6%

11,1%

20,5%

115

0.5% 0.3% 0.3% 0.9% 1.5%

2.5% 1.4% 1.8%

2.8%

2016 MAT TY Q3 17

Unit value change

Volume change

Nominal Value Growth

Page 4: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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Denmark

Finland

Poland

France

Germany

Spain Portugal

Greece

Italy Turkey

Switzer- land

Austria

Czech Republic

Estonia

Latvia

Lithuania Belarus

Ukraine

Romania Hungary

Slovakia Moldova

Bulgaria

Russia

Ireland

Great Britain

Monte- negro

Serbia

Slovenia Croatia Bosnia-

Herze- govina

Mace- donia

Albania

Norway

Nether- lands

Belgium

Sweden

GDP annual growth rate

ALL OF THE EUROPEAN MARKETS SHOW POSITIVE ECONOMIC

PERFORMANCE

GDP Growth Rate above 3%

GDP Growth Rate between 2% and 3%

GDP Growth Rate between 0% and 2%

No data

Source: Tradingeconomics.com | Latest available period on 11/12/2017

Page 5: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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Denmark

Finland

Poland

France

Germany

Spain Portugal

Greece

Italy Turkey

Switzer- land

Austria

Czech Republic

Estonia

Latvia

Lithuania Belarus

Ukraine

Romania Hungary

Slovakia Moldova

Bulgaria

Russia

Ireland

Great Britain

Monte- negro

Serbia

Slovenia Croatia Bosnia-

Herze- govina

Mace- donia

Albania

Norway

Nether- lands

Belgium

Sweden

Unemployment rate

ONLY SOUTHERN EUROPE SUFFERS FROM HIGH UNEMPLOYMENT

Unemployment Rate below 5%

Unemployment Rate between 5% and 10%

Unemployment Rate above 10%

No data

Source: Tradingeconomics.com | Latest available period on 11/12/2017

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6 Copyright © 2017 The Nielsen Company. Confidential and proprietary.

HOW IS FMCG DEVELOPING IN

EU TOP 7 ? * DE, FR, UK, IT, SP, PT, CH

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EUROPE – FMCG TREND VS YEAR BEFORE

FMCG in WE grows by 2,8 % - it’s mostly driven by higher spending per trip

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

-1,8% +2,8% -0,1%

Volume Value Trips

-0,8% +2,90% +0,7%Trip per HH Spending per Trip # HH

+0,2% +6,7% +1,3%

Volume Value Trips

-0,7% +5,32% +2,0%Trip per HH Spending per Trip # HH

7 % growth vs 3 YA

(MAT Mar 18 vs MAT Mar 15)

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VALUE

Grocery Growth is bigger in southern Countries SP, PT, IT

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017 and MAT Mar 2015 Includes :DE, FR, UK, IT, SP, PT, CH

42'653

10'489

60'596

92'253

149'278

144'530

16'359

SP

PT

IT

FR

UK

DE

CH

516.165 mio €

Value EU 2018

4.3

3.7

3.7

2.2

2.5

2.9

1.2

SP

PT

IT

FR

UK

DE

CH

+2,8%

Value Growth Rate EU % 2018 vs 2017

9.5

10.3

7.5

4.8

6.5

7.2

1.9

SP

PT

IT

FR

UK

DE

CH

+6,7%

Value Growth Rate EU % 2018 vs 2015

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HIGHEST SPENDINGS PER TRIP IN FRANCE &

SWITZERLAND – BRITS DO THE MOST TRIPS

Germans are decreasing number of trips significantly

19.70

16.26

20.55 17.71

32.06

22.04

16.80

34.93

20.27

16.61

21.16

18.24

32.24

22.52

17.67

34.11

EU SP PT IT FR UK DE CH

Spending per Trip 2017 2018

Spending per Trip

Growth Rate %+2,9 +2,1 +2,9 +3,0 +0,6 +2,2 +5,2 -2,4

176

144 126 133

103

276

208

134

175

146 127 134

104

275

201

136

EU SP PT IT FR UK DE CH

Trip per HH

Trip per HH

Growth Rate %-0,8 +1,7 +0,7 +0,5 +0,8 -0,4 -3,4 +1,8

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

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Popula tion Growth %

EU +0,7SP +0,4PT -0,0IT +0,1

FR +0,9UK +0,7DE +1,3CH +1,6

FMCG GROWTH IS DRIVEN BY SPENDINGS/TRIP

Biggest growth in Germany – in contrast Trips/HH decrease there

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

2.8

4.3

3.7

3.7

2.2

2.5

2.9

1.2

EU

SP

PT

IT

FR

UK

DE

CH

Value Growth Rate %

0.0

0.0

0.1

0.1

0.0

0.0

0.0

0.0

-0.8

1.7

0.7

0.5

0.8

-0.4

-3.4

1.8

2.9

2.1

2.9

3.0

0.6

2.2

5.2

-2.4

Decomposition of Growth %

Penetration

Trip per HH

Spending per Trip

Page 11: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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0.0

-0.2

0.7

-0.6

2.8

-0.8

-0.1

-1.7

0.4

2.2

2.9

1.8

5.2

1.8

0.9

Decomposition of Growth %

Penetration

Trip per HH

Spending per Trip

2.8

2.3

4.8

2.4

6.8

TOTAL

HM & SM

DISCOUNTERS

DRUG MARKETS

E-COMMERCE

Value Growth Rate %

E-COMMERCE SHOWS BIGGEST GROWTH RATE vs YA

It´s the only channel still growing by penetration & number of trips

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

Population Growth %

+0,7

Page 12: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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E-COMMERCE: 27 % GROWTHS in 4 YEARS

It´s mainly driven by increase of base: Trips & Buyers

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2015; Includes :DE, FR, UK, IT, SP, PT, CH

6.7

3.9

12.7

10.6

27.0

TOTAL

HM & SM

DISCOUNTERS

DRUG MARKETS

E-COMMERCE

Value Growth Rate %

0.0

-0.2

2.7

-1.2

14.2

-0.7

1.5

-4.5

2.2

10.5

5.3

0.5

12.6

7.3

-1.3

Decomposition of Growth %

Penetration

Trip per HHSpending per Trip

d

Population Growth %

+2,0

Page 13: EUROPEAN SHOPPER READ · L SM S S L SM S S CE L SM S S L SM S S TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER

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AFFLUENCY E-COMMERCE

Big growths in Low Affluency groups due to spendings

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

3.0

3.1

3.2

3.1

2.5

TOTAL POPULATION

LOW AFFLUENCY

BELOW AVERAGEAFFLUENCY

ABOVE AVERAGEAFFLUENCY

HIGH AFFLUENCY

Channel Value Share %

6.8

9.4

6.4

6.5

4.8

Value Growth Rate %

2.8

3.4

2.5

3.2

2.0

2.2

0.2

1.2

0.2

0.7

0.9

5.8

0.8

2.6

1.4

Decomposition of Growth %

Penetration

Trip per HH

Spending perTrip

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2.8

-2.7

3.8

1.6

2.6

2.9

4.0

4.3

2.2

-3.0

-1.2

1.1

2.2

3.9

3.9

14.8

0.9

2.0

-2.1

1.2

-0.7

1.6

6.1

6.8

Decomposition of Growth %

PenetrationTrip per HHSpending per Trip

LIFESTAGES E-COMMERCE

Extending the base: Big growths in older lifestages due to increased penetration & trips

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

3.0

3.6

5.9

6.3

3.5

2.8

1.5

1.7

TOTAL POPULATION

PRE FAMILIES

NEW FAMILIES

MATURING FAMILIES

ESTABLISHED FAMILIES

POST FAMILIES

OLDER - COUPLE

OLDER - SINGLE

Channel Value Share %

6.8

-5.3

-0.7

3.2

4.5

9.3

16.6

31.5

Value Growth Rate %

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E-COMMERCE GROWS MOST IN LOW AFFLUENCY GROUPS

HM&SM are losing most there

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

Points of Growth (above - below average in comparison to EU)

0.0

-0.6

2.0

-0.4

4.0

0.0

-1.0

3.4 3.2

7.3

0.0

-0.5

0.7

-3.3

1.3 0.0

-0.4

1.6

-0.2

4.7

0.0

-0.4

2.9 0.6

3.2

TOTA

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TOTAL POPULATION LOW AFFLUENCY BELOW AVERAGE AFFLUENCY ABOVE AVERAGE AFFLUENCY HIGH AFFLUENCY

100.0 99.1 81.2 56.4

22.1

99.9 98.5 83.8 53.9

21.4

100.0 99.1 83.2 56.8

22.5

100.0 99.4 80.7 57.1

22.4

99.9 99.4 76.7 57.3

21.7

Penetration %

175

93 47

14 8

177

90 47

14 9

180

94 49

14 10

174

94

46 14 10

165

91

44 14 7

Trips per HH

20.3 24.1 18.1 14.2

62.7

20.3 24.2 19.4 13.8

56.5

20.5 24.6 18.6 13.7

52.8

20.4 24.2 17.5 14.5

50.0

19.6 22.9 16.9 14.8

55.3

Spending per Trip

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20.3 24.1 18.1 14.2

62.7

18.1 20.5 16.0 13.3

53.4

25.2 28.1 23.0 20.0

67.5

28.9 32.6 26.9 17.6

77.6

27.2 31.6 24.5 16.2

72.6

19.3 23.0 17.3 13.8

58.1

20.2 24.7 17.7 13.5

56.7

14.1 17.1 12.8 11.2

42.7

Spending per Trip

0.0

-0.6

2.0

-0.4

4.0 0.0

-0.9

6.0

-0.1 -3.2

0.0

-2.4

5.2 4.9

-1.2

0.0

-1.5

4.4

-0.1

3.1 0.0 0.2 1.9 0.4

2.4 0.0

-0.3

0.6

-0.5

6.8

0.0

-0.4

0.7

-3.1

11.8

0.0

-0.1

1.4 1.2

25.7

TOTA

L

HM

& S

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DIS

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UG

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ETS

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MER

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TOTA

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& S

M

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TOTA

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TOTA

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UG

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TOTA

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TOTA

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TOTA

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TOTAL POPULATION PRE FAMILIES NEW FAMILIESMATURINGFAMILIES

ESTABLISHEDFAMILIES POST FAMILIES OLDER - COUPLE OLDER - SINGLE

HM&SM ARE ESPECIALLY LOSING WITH FAMILIES

They go to discounters

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH

Points of Growth (above - below average in comparison to EU)

175 93 47 14 8

130 71 36 14 7

140 78 33 15 9

144 80 37 13 11

164 92 45 13 9

173 89 47 15 7

213 113

55 14 6

188 94 53 14 6

Trips per HH

100.0 99.1 81.2 56.4 22.1

100.0 98.7 79.7 50.2

23.7

99.9 99.7 82.3 60.5 33.3

100.0 99.4 81.5 47.3 31.6

100.0 99.4 81.4 52.0

23.3

99.9 98.9 79.8 57.3 22.6

100.0 99.7 82.7 60.3 17.7

100.0 98.4 80.4 59.5 17.2

Penetration %

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6.8

35.2

12.8

31.2

8.1 3.1

8.4 9.4

52.1

19.4

51.0

4.0 8.7

42.0

6.4

46.6

16.8

48.1

10.9

-0.8

2.3 6.5

22.5

7.6 15.1

8.1 5.0

-1.0

4.8

36.0

11.6

25.0

6.9 0.3

16.5

EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE

TOTAL POPULATION LOW AFFLUENCY BELOW AVERAGE AFFLUENCY ABOVE AVERAGE AFFLUENCY HIGH AFFLUENCY

8 3

6 4

10 11

4

9

3 6

3

10 11

4

10

3 4 4

11 10

4

10

4 6

4

10 11

4 7

4 5 4 8

10

4

Trips per HH

AFFLUENCY E-COMMERCE BY COUNTRIES

Grocery grows most in High Affluency households – in all countries

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT; E-COMMERCE CHANNEL

Value Growth Rate %

22.1 12.1

6.7

20.1 31.9

39.2

11.6 21.4

10.6 4.6

17.2

31.7 39.6

9.6 22.5

11.8 5.5

21.0

34.5 38.5

11.1 22.4

12.5 6.8

21.4 32.4

39.7

11.4 21.7

13.5 9.3 19.8

27.3 39.2

14.2

Penetration %

62.66 50.54

65.29

40.61

64.52 78.52

34.79

56.51 40.18

76.58

34.66

70.47 79.41

30.73

52.83 51.66

78.76

47.43

68.44 79.28

34.07 49.98 52.67

62.14

40.46

62.95 79.45

34.21

55.31 52.52 56.06

34.91 48.21

74.72

38.73

Spending per Trip

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6.8

35.2

12.8

31.2

8.1 3.1 8.4

-5.3

-28.4

2.2 13.6

6.3

-13.3 -11.2 -0.7

92.0

-32.9

10.2 2.0

-6.0

16.6

3.2

44.3

19.9

81.3

8.6

-6.7

10.0 4.5 8.8 9.8 5.9

12.0

-0.8

7.9 9.3 18.1

26.8

51.7

5.5 8.7 6.5 16.6

35.4

69.3

-0.9

12.5 14.2 13.2

31.5

75.3

4.6

88.1

21.9

35.8

16.8

EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE EU SP PT IT FR UK DE

TOTAL POPULATION PRE FAMILIES NEW FAMILIES MATURING FAMILIES ESTABLISHED FAMILIES POST FAMILIES OLDER - COUPLE OLDER - SINGLE

LIFESTAGES E-COMMERCE BY COUNTRIES

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH; E-COMMERCE CHANNEL

Value Growth Rate %

22.1 12.1 6.7 20.1

31.9 39.2

11.6 23.7

12.0 11.1 23.6

37.5 37.3

10.1

33.3

13.1 9.8 28.4

57.9 55.8

10.1

31.6

10.4 9.9 25.5

51.1 51.3

9.4 23.3

9.6 5.5 20.0

39.0 44.4

8.8 22.6

9.2 9.0 23.1 27.0

40.5

13.8 17.7 12.6 3.2

15.4 19.5 32.8

12.2 17.2 13.2 5.5 15.7 19.4

30.9 11.5

Penetration %

8 3

6 4

10 11

4 7

3 7

3

8 9

4

9

4 5 4

13 10

4

11

4 6

4

13 13

4

9

4 5 3

12 13

4 7

3 6 4

8 11

4 6

3 4 3 7

10

4 6

3 4 3 7 9

5

Trips per HH

62.66 50.54 65.29

40.61

64.52 78.52

34.79 53.35 60.19 55.51

42.65 52.08

67.64

36.68

67.51 68.84

99.67

42.09

71.44 77.32

40.29

77.60 62.68 57.21 56.89

78.96 90.62

41.73

72.65 56.73

68.15 54.11

71.57 89.73

45.76 58.14

46.48

79.29

36.62 52.02

78.18

35.94 56.74

37.17

73.74

37.71 43.13

79.00

30.87 42.66 45.87 41.36

27.26 39.23

57.07

31.56

Spending per Trip

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E-COMMERCE: PRICE PER UNIT

In FR & UK, e-commerce prices are on total market level – in all other countries, they are higher

Source: Nielsen Homescan Panel; Period: MAT Mar 2018 vs MAT Mar 2017; Includes :DE, FR, UK, IT, SP, PT, CH; E-COMMERCE CHANNEL AND TOTAL COUNTRIES

1.7

2.0

1.7

1.9

1.3

1.8

1.6

2.6

2.3

2.3

1.8

1.8

1.4

2.6

3.1

3.5

1.8

2.1

1.7

1.9

1.4

1.7

1.7

2.4

2.3

2.3

1.9

1.8

1.5

2.8

3.1

3.5

TOTAL

E-COMMERCE

TOTAL

E-COMMERCE

TOTAL

E-COMMERCE

TOTAL

E-COMMERCE

TOTAL

E-COMMERCE

TOTAL

E-COMMERCE

TOTAL

E-COMMERCE

TOTAL

E-COMMERCE

EUSP

PT

ITFR

UK

DE

CH

Price per Unit

2017

2018

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STILL STORES AROUND EVERY CORNER in

GERMANY

Store density in Europe (Store per 1 Mio inhabitants)

28 34 11 15 25

32 49 88

45 63

53

118 131

179

251

GB FR ES IT DE

Super 400-999sqm incl.Discount

Super 1000-2499sqm

Hyper >2500sqm

113

201

230 239

339

3x 1,6x

Source: Nielsen Retail Panel | Base: Grocery+Drug 2015

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NUMBER OF ONLINE SHOPPERS DOUBLED IN FRANCE

– REACH IN GERMANY ONLY FLAT in LAST 3 YEARS

Growth of Online FMCG Shopper 2016 vs. 2013

96%

44%

30%

27%

3%

FR

ES

IT

GB

DE

2010 2016

Ex: Number of Drive-Ins/Pick-Ups in France

Source: Nielsen Household Panel, Germany, 2016

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0.8%

6.4%

DE GB

REALISTIC SCENARIOS in ORDER TO ADAPT?

Closure of

2/3 of all

Brick & Mortar

stores > 400sqm

0.8%

6.4%

DE FR

Building more

than 3.000

Click & Collect

stations

>> >> Reduction of store density

>> Roll-out of Drive-Through/Pick-Ups

Source: Nielsen Household Panel, MAT Juni 2017

Current value share

among Total FMCG

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23 Copyright © 2017 The Nielsen Company. Confidential and proprietary.

E-Commerce

Category Deep Dive

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Further category details are available for a little

investment of 5.000 € and…

Based on Nielsen Strategic Planner Category Definitions

MACRO CATEGORIES

• ALCOHOLIC BEVERAGES

• CONFECTIONARY & SNACKS

• FOOD - AMBIENT

• FOOD - FROZEN

• FOOD - PERISHABLE

• NON ALCOHOLIC BEVERAGES

• HEALTH & BEAUTY AIDS

• HEALTH CARE

• HOME CARE

• PAPER PRODUCTS

• PET FOOD

Home Care SUB-CATEGORIES

• ABRASIVE CL PADS

• ADW DETERGENT

• ADW RINSE

• ADW SALT

• AIR FRESHENERS

• ALU FOIL

• BATTERIES

• BLEACHES

• CLEANING CLOTHS

• DESCALERS

• DRAIN OPENERS

• DRY CLEANING

• FABRIC SOFTENER

• FILTERS HOT BEV

• FURNITURE POLISH

• HAND DISHWASH

• HH CLEANERS

• HOMECARE OTH.

• INSECTICIDES

• LAUNDRY DETERGENTS

• LAUNDRY STAIN REMOVER

• LAUNDRY STARCH

• LAUNDRY WATER SOFT

• SHOE CARE

• STAIN REMOVERS

• TOILET CLEANERS

Paper Care SUB-CATEGORIES

• ADULT INCONTINENCE

• BABY DIAPERS

• FACIAL TISSUE

• HH PAPER /PLASTIC

• KITCHEN TOWELS

• PAPER NAPKINS

• SANIT PROTECTION (̀Fem Care)

• TOILET PAPER

Not sure where to

find your category?

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... provides you with relevant KPIs for each category:

Based on Nielsen Strategic Planner Category Definitions

MEASURES

• Value sales and share of Trade %

• Unit sales and share of Trade %

• Penetration

• Trips per HH

• Spend per Trip

• Avg Price per unit

• Demographics (where penetration >3%pts)

MARKETS

• UK, FR, DE, IT, ES, PT

• Total Western Europe (aggregate of above countries)

TIME PERIODS

• FY16/17

• FY15/16

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28 Copyright © 2017 The Nielsen Company. Confidential and proprietary.

CPS FOR E-COMMERCE INSIGHTS

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Volumes

Penetration

Socio Demographics

Attitudes

Volume per household

Frequency

Repurchase depth

Volume per buying act

* Distribution* Innovation* On shelf visibility* Price changes

* Virtual offers* Bonus packs

* Non instant promotion* Games, competitions* Leaflets / Gondola

* Distribution & promotion presence* Price reduction, Bogof, 3 for 2,…

* Upsizing

* Range depth

Measure the Performance

Identify the Consumers

Develop theirconsumption

Consumer Panel

Store Panel

The Complete Picture:

• Combining retail

measurement and

Consumer Panel data

enables you to diagnose

ALL drivers of growth

• Measuring what has

happened and why it has

happened by combining

key changes in

purchasing behaviour

with actual sales

results.

THE COMPLETE PICTURE COMBINING CONSUMER & RETAIL DATA

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SCANTRACK CONSUMER SHOPPER DIAGNOSTICS IN ONE CLICK, IN OUR ONLINE TOOL

PENETRATION BASKET PRICE EFFECT FREQUENCY

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Online % contribution of total CPG based on Nielsen estimates

Measurement approach tailored to market conditions and coverage varies on basis of cooperation of players (Pure Play vs.

Bricks & Clicks)

Live

Argentina

Brazil

Chile

China

Colombia

Czech

France

India

Indonesia

Japan

Korea

Malaysia

Mexico

Netherlands

Poland

Romania

Russia

Serbia

Singapore

Slovakia

Sth Africa

Spain

Sweden

Thailand

Turkey

UK

USA 2018

3%

2%

7%

6%

<1%

2%

6%

16%

18%

7%

Profitero

GLOBAL ECOMMERCE AVAILABILITY

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EUROPEAN E-COMMERCE AVAILABILITY RETAIL PANEL BASED (SCAN-TRACK / MARKET-TRACK / RETAIL-INDEX/ PROFITERO)

Available today

Hepsiburada

Total Drive

Amazon,

Drive

e-promo

Amazon

eMAG Total

e-

com

Tesco Amazon

RU e-com data

For Baby Care

Tesco

Total Online MBD

AH.NL

Amazon data for

UK +FR +DE + ES + IT

Amazon,

Online sales

of B&M &

pure player

Amazon, Ocado

Isreal – E-com channel

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EUROPEAN E-COMMERCE AVAILABILITY CONSUMER PANEL BASED

Available today

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34 Copyright © 2017 The Nielsen Company. Confidential and proprietary.

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35 Copyright © 2017 The Nielsen Company. Confidential and proprietary.

SWISS SPECIFIC E-COMMERCE STUDY AVAILABLE IN JULY 2018

The study talks about…

How is Switzerland positioned compared to other markets?

How is the Swiss online market evolving?

Which categories are being purchased the most?

What is the consumer’s online shopping behavior?

What are the key reasons/barriers for going online?

How do retailers position themselves?

We show you how Nielsen can support your e-commerce path going forward. For further information please contact your Nielsen team.