part 6 the changing shape of the cpg demand curve: e … · • driven by concerns over in-store...

July 29, 2020

PART 6 – THE CHANGING SHAPE OF THE CPG DEMAND CURVE: E-COMMERCE

COVID-19 and Navigating the Path Ahead

Read Other CPG Demand Curve-Focused Reports: Part 1 – Shopper Engagement, E-Commerce, CPG Demand & Beauty

Part 2 – Meat and Millennials’ Impact on CPG Demand Curve

Part 3 – Tracking Transformation of the Retail Landscape

Part 4 – A Global Perspective

Part 5 – Boomers

https://www.iriworldwide.com/IRI/media/Library/IRI-COVID-19-Impact-Assessment-4-24-2020.pdf/

https://www.iriworldwide.com/IRI/media/Library/COVID-19-Impact-Assessment-Millennials-Meat-5-15-20.pdf

https://www.iriworldwide.com/IRI/media/Library/COVID-19-Changing-Shape-of-the-Demand-Curve-Part-3-6-18-20.pdf



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

Executive Summary

A silver lining of the COVID-19 pandemic has been the rapid rise of e-commerce, relieving shoppers of potential exposure in-store, making it easier for them to compare prices and often extending access to product assortment. E-commerce has its share of challenges in terms of shopper satisfaction, lost impulse sales and increased cost to serve, but retailers, manufacturers and fulfillment partners have opportunities to erase fulfilment friction and create new meaningful ways for shoppers to buy and connect with brands and retailers.

The Rapid Rise of E-Commerce

• Driven by concerns over in-store safety, American shoppers during the COVID-19 pandemic shifted ~2.5% of edible and ~7.0% of nonedible CPG spend to grocery e-commerce.

• Crowd-sourcing model Instacart and large, invested retailers Amazon, Walmart, Target, Costco, Kroger, Ahold Delhaize and Albertsons have captured increased demand and are accelerating investments in better shopping experiences, further consolidating the online landscape to large, national players. See appendix for Instacart case study.

Looking Ahead

• Conversion to e-commerce will continue to rise into 2021 and beyond as infrastructure investments catch up with heightened demand amid the new normal.

• The rapid change in the omnichannel environment will require manufacturers and retailers to quickly assess changes in purchasing behavior across in-store and online and adapt distribution, assortment, marketing, pricing, promotion and logistics accordingly.

• Careful consideration of key word search should support shoppers, promote beneficial attributes and spark product discovery.


E-Commerce, Grocery and Dollar Channel Sales Growth Have Particularly

Accelerated Since Peak COVID-19 Stockpiling in Mid-March

Dollar Sales Trends in Measured Channels

ChannelCY 2019

Sales ($B)

Dollar Sales % Change vs. YA

CY 2019January &

FebruaryMarch April - Present

Grocery $320.5

Mass $230.3

Convenience $161.1

Drug $47.8

Club $41.8

Dollar $19.8

E-Commerce $99.4

3.3%

1.7%

12.6%

3.8%

22.4%

-1.4%

-0.5%

30.8%

-0.6%

1.0%

3.2%

2.9%

-0.2%

8.3%

0.0%

61.8%

28.9%

51.4%

23.1%

41.4%

64.7%

12.5%

22.8%

8.1%

3.6%

-3.4%

24.5%

82.9%

Source: IRI POS, Panel, and eMarket Insights data ending 7/12/20.


With COVID-19, E-Commerce’s Share of CPG Sales

Jumped +2.4 ppts in Edible and +7.0 ppts in Nonedible

CPG E-Commerce Dollar Share of Omnichannel

Source: IRI eMarket Insights, ending 6/14/20. eCommerce share of Omnichannel based on 204 IRI tracked CPG categories, estimates for untracked CPG categories, channels, excludes Convenience. IRI Consulting analysis.

NonedibleEdible

2.3 2.8 3.74.9 4.5 4.6 4.9 5.6 5.8

8.2

2019

Q2

2019 2019

Q4

2019

Q1

2016 2017 2018 2019

Q3

2020

Q1

2020

Q2

12.8

15.5

18.620.9

19.3 19.720.9

23.5 22.7

29.7

2019

Q1

2019

Q2

2016 2017 2020

Q1

2018 2019

Q3

2019 2019

Q4

2020

Q2

+0.5 +0.9 +1.2 +0.1 +0.3 +0.7 +0.2 +2.4 +2.7 +3.1 +2.3 +0.4 +1.2 +2.6 -0.8 +7.0Ppt. chg.

vs. prior

period

Ppt. chg.

vs. prior

period


In the Short-Term, Expandable Crowd-Sourcing Model Instacart

is Driving Edible, While Shipment Remains Majority of Nonedible

E-Commerce $M by Modality Type Pre- and During COVID-19

EDIBLE NONEDIBLE

1,014

(35%)

875

(30%)

995

(34%)

Feb-20

Click & Collect(e.g., Walmart Pickup)

1,438

(32%)

Jun-20

1,645

(37%)

1,374

(31%)

Home Shipment(e.g., Amazon.com)

Delivery(e.g., Instacart)

2,883

4,456

5,245

(89%)

400 (5%)

Feb-20

368

(6%)

673 (8%)

299 (5%)

7,044

(87%)

Jun-20

5,911

8,118

TOP GAINERS

% of sales pre-COVID-19

% of Feb.-June growth

12%

34%

23%

19%

28%

18%

58%

59%

6%

5%

1%

5%

Source: IRI eMarket Insights, data ending 6/14/20. Based on retailers where modality can be determined or assumed to majority classification. IRI Consulting analysis.


E-Commerce Share Grew Across Categories, But Proportionately More in Edible

E-Commerce Dollar Share of Omnichannel by Category

CategoryE-Commerce Share of Omnichannel June – February Change

Feb-20 Jun-20 Ppt. Changee % Changee

Beverage 11.1% 13.5% 2.4 21%

Packaged Food 8.6% 12.7% 4.1 47%

Frozen Foods 8.8% 11.7% 2.9 33%

Dairy 4.1% 6.6% 2.4 59%

Fresh Foods 1.8% 2.5% 0.7 39%

EDIBLE 5.8% 7.8% 2.0 35%

Cosmetics 38.0% 47.8% 9.7 26%

Personal Care 33.0% 38.4% 5.3 16%

Pet Food & Care 31.2% 38.0% 6.8 22%

Baby Food & Care 28.4% 36.4% 8.0 28%

OTC Healthcare 22.1% 29.7% 7.6 35%

Home Care 14.9% 18.4% 3.5 23%

Paper Products 10.7% 15.8% 5.1 47%

General Merchandise 12.2% 11.5% -0.7 -6%

NONEDIBLE 23.4% 28.2% 4.8 20%

Source: IRI eMarket Insights, ending 6/14/20. eCommerce share of Omnichannel based on 204 IRI tracked CPG categories, estimates for untracked CPG categories, channels, excl. Convenience. IRI Consulting analysis.


E-Commerce Dollars per HouseholdE-Commerce % Households Buying

Households Shifting to E-Commerce for CPG Peaked in May / June

E-Commerce Penetration and Buy Rate Before and During COVID-19

24.9 25.1 24.5

28.6

31.8 32.9 32.6

12 w/e

7/12

12 w/e

6/14

12 w/e

3/22

12 w/e

1/26

12 w/e

4/19

12 w/e

2/23

12 w/e

5/17

+7.8

175.6 180.0191.0

202.1

231.2249.2 250.7

12 w/e

1/26

12 w/e

2/23

12 w/e

3/22

12 w/e

4/19

12 w/e

5/17

12 w/e

6/14

12 w/e

7/12

+38%

Source: IRI National Consumer Panel, data ending 7/12/20.


Shopping Online for Curbside Pickup

and Home Delivery is Here to Stay

50%of those using curbside pickup more often than previously now plan to use it for at least half of their groceries after stay-at-home restrictions end.

Another 31% will continue to use it occasionally.

35%of those who have been ordering groceries for home delivery more often plan to get at least half their groceries this way after restrictions end.

31%say home delivery product prices are higher than they would normally be willing to pay, compared with 17% for curbside.

Source: IRI Consumer Network™ Panel Survey representing Total U.S. Primary Grocery Shoppers – 4/24-4/26


Awareness and Search Are Key Elements in Online Shopping

Experience; Support Shoppers with Key Words, Beneficial Attributes

Shopping Behaviors During Last Online Shopping Experience

Those Who Have Shopped for Groceries Online in the Past 2 Months (Base: 518)

Source: IRI Consumer Network™ Panel Survey representing Total U.S. Primary Grocery Shoppers – 5/22 – 5/24

59% I used the search tool to type in the name of a specific item I wanted

35% I used the category menus to browse for options within a category

32% I accessed a list of items I had bought in the past from that site and re-ordered from that list

29% I checked which items were on sale before making a decision on which item to choose

12% I looked for new items to try


Rapid Acceleration of Demand Pushes

Limits of Existing Infrastructure

Instacart and Amazon Address

Increased Demand

Instacart Quickly Increased Capacity and

Other E-commerce-Invested Retailers Benefited

Further Investment in 2021 Likely to Accelerate Growth Curve

2114

65

Same day Next Day 2 days+

Grocery Pickup & Delivery Availability Timing% of Respondents, April 2020

• Challenges predicting stock with existing models and longer time between order and fulfillment

• 62% of respondents indicate items were unavailable in orders

• Unavailability of items was the top reason for dissatisfaction with online ordering

• 26% revenue increase in Q1 ending 3/31/20

• Hires warehouse workers and increases hourly wage during COVID-19

• 3-4x increase in orders early in pandemic

• Executes improvements to web platform to handle increased demand

• Doubles shoppers in first 8 weeks, quadruples by summer

Retailers are investing to

meet heightened demand.

Large-scale needed to

drive ROI favors existing

leaders Amazon,

Walmart, Target,

national grocery and

other national retailers.

Kroger continues

plan to roll out Ocado

delivery in 2021.

Ahold-Delhaize

rebranding Peapod to

Stop & Shop Delivery,

Giant Food Delivery

and revamping online

experience.


Retailers Experience Dramatic E-Commerce Sales Bump During Pandemic

Consumer Demand for Curbside Pickup and Home Delivery Continues to Rise

increase through July vs. YAG; Walmart x Shopify partnership

results in 5,000 new sellers

74%online sales increase thru Q1 WE 5.23; Ocado partnership includes three new robotic fulfillment centers nationwide

92%increase in e-commerce sales;

assortment, shipping, employee costs cut into net income; perishable foods for

pickup will be in 70% of stores by July

141%

March 2020 online sales were 48.3% higher than March 2019

48.3%increase in digital sales for 16 WE 6.20;

delivery via 90% of 2,252 stores; curbside pickup in 1,600 stores

276%increase in online sales in Q1; click &

collect points and home delivery fulfillment center investments

42%


4.9 5.88.2

2019

7.5-

8.5

Q1

2020

2020

(F)

Q2

2020

2021

(F)

2020

H2 (F)

7.2-

7.7

9.0-

12.0

20.922.7

29.7

Q1

2020

Q2

2020

2019 2020

H2 (F)

2021

(F)

2020

(F)

28.0-

30.027.0-

28.0

30.0-

35.0

NonedibleEdible

E-Commerce Share Will Remain Elevated into 2021

as Large Retailers Increase Infrastructure

E-Commerce Dollar Share of Omnichannel – During COVID-19 Forecast

Source: IRI eMarket Insights, ending 6/14/20. eCommerce share of Omnichannel based on 204 IRI tracked CPG categories, estimates for untracked CPG categories, channels, excl. Convenience. IRI Consulting analysis.

While some new CPG

e-commerce users will switch

back to in-store, conversion

will stick for many as in-store

safety concerns remain

and e-commerce purchase

habits take hold.

National players

(e.g., Amazon, Walmart,

Instacart, Target, national

grocery, specialty pet and

beauty retailers) will continue

to dominate the market as

they invest more in

infrastructure improvements

like technology, staff and

training, fulfillment space, etc.


MANUFACTURERS RETAILERS

Implications for Manufacturers and Retailers

• Understand omnichannel purchasing behavior for your product categories and invest accordingly in retail partners.

• Work with retailers to create brand presence on platforms; use key words to promote search and encourage discoverability.

• Ensure distribution in appropriate online retailers to retain existing buyers as they switch channels.

• Customize innovation and pricing to online environment to maintain competitive advantage in a wider assortment universe.

• Consider first-, second- and third-party pricing and impact on brand performance and perceptions.

• Leverage promotion and marketing with each online retailer to benefit from ease of search and advertising on online platforms.

• Whether through own operations or secondary providers, invest in online product availability and tracking to ensure consumers can get the products they want easily.

• Reallocate space and resources to in-store picking and curbside pickup; invest in technology and training for associates to support new efforts.

• Build search and awareness capabilities into platform; support each shopper’s list of previously ordered items for easy reorders.

• Use delivery promotions to encourage adoption, build baskets and spark impulse purchases.

• Consider cost structure vs. competition.


IRI Offers a Variety of Solutions and Services to Help

Manufacturers and Retailers Enhance E-Commerce Strategy

• Total e-commerce and in-store macro omnichannel view of the market

• Largest total market view reporting of 200+ syndicated CPG categories and 200+ retailer and retail fulfillment types, including click & collect, direct shipment and delivery services

• Powered by unique combination of eShopper and retailer supplied ePOS data

• Census ePOS item level data for key retailers

• Online and in-store item level POS data is combined to help clients drive assortment and pricing decisions and strategies

• Outlines success factors for brand / category / portfolio in a new omnichannel landscape

• Assesses impact on consumer journey, retailer relationships and internal operations

• Identifies size of prize and strategic priorities to win

ePOSTotal eCommerce

Market MeasurementChannel

Strategy

ACTION and IMPACT

• Provides clear understanding of omnichannel environment

• Identifies strategic priorities to win

ACTION and IMPACT

• Provides clear understanding of assortment and pricing in the omnichannel environment

• Identifies strategic priorities to win

ACTION and IMPACT

• Macro market level solution

• Provides clear understanding of omnichannel environment

• Identifies and prioritizes key retailers and fulfillment types for growth


IRI Has a Suite of Offerings to Reclaim the Shelf in an Economic Downturn,

from End-to-End Consulting to Automated Alerts and Granular Analytics

• Provides end-to-end guidance to strengthen value proposition

• Chooses most profitable opportunities among pricing, pack size, messaging and innovation

• Grows both top and bottom line, while also driving market share

• Builds win-win for retailers and manufacturers to drive engagement and compliance

• Delivers a fully automated and personalized decision-making platform

• Harnesses IRI’s advanced store-level modeling to determine granular, retailer-specific impacts

• Simulates full category results from assortment and space decisions, accounting for demand transfer

• Allows contingency and scenario planning, along with ongoing monitoring and tracking

IRI’s Assortment

Planning Solutions

Portfolio Profitability

Consulting

ACTION and IMPACT

• >2-5% sales growth

• 2-5% retail category growth

ACTION and IMPACT

• >10% growth in sales

• 10-20% reduction in COGS

• >5% margin gains

• Up to 10% category growth


The Rise of

Instacart

COVID-19The Changing

Shape of the

CPG Demand

Curve


$178 $194 $239

$583 $621$490$145 $149

$156

$386

$482

$374

$65 $67$105

$227

$222

$179

4 WE 01-26-20 4 WE 02-23-20 4 WE 03-22-20 4 WE 04-19-20 4 WE 05-17-20 4 WE 06-14-20

Dry Grocery Fresh & FZ Consumables

$386MM $409MM$498MM

$1.2B

$1.3B

$1.0B

Source: IRI eMarket Insights, Food + Consumables = Total Store eMI Product Universe, Does Not Include Random Weight Fresh

Instacart Food and Consumables Sales

More Than Doubled into April 2020

Dry Grocery, Fresh & Frozen and Consumables All

Doubled, But Declined Slightly Since April

Instacart Food + Consumables Sales by Quad Week ($MM)


8.99.9 9.7

17.919.3

17.216.917.9

15.5

27.5

32.129.9

1.1 1.1 1.42.7 2.5 2.2

4.4 4.8 4.6

9.3 9.88.7

4 WE 01-26-20 4 WE 02-23-20 4 WE 03-22-20 4 WE 04-19-20 4 WE 05-17-20 4 WE 06-14-20

Ttl Dry Grocery Ttl Fresh & FZ Ttl Consumables Food + Consumables


Instacart Now Accounts for Almost 10%

of Online Food and Consumables Sales

Instacart Share Gain is Driven by Food, Especially

by Fresh and Frozen, Now Reaching 30%

Instacart Share of E-Commerce Sales by Quad Week


0.9 0.9 0.9

2.3

2.6

2.1

1.2 1.2

1.0

2.5

3.1

2.6

0.3 0.3 0.4

1.0 0.90.80.7 0.8 0.7

1.92.1

1.7

4 WE 01-26-20 4 WE 02-23-20 4 WE 03-22-20 4 WE 04-19-20 4 WE 05-17-20 4 WE 06-14-20

Ttl Dry Grocery Ttl Fresh & FZ Ttl Consumables Food + Consumables

Source: IRI eMarket Insights, Food + Consumables = Total Store in eMI, Excludes Random Weight Fresh, Total Market = Multi-Outlet (Brick & Mortar) + Total e-Commerce, B&M data from POS, Double Counts Removed

Despite Strong Share Gains into April,

Instacart Regressed in June

Share Gains in April Have Regressed Across

Dry Grocery, Fresh and Frozen and Consumables

Instacart Share of Total Market* Sales by Quad Week


15%

27%

25%

33%

1%

57%

5%

36%

22%

25%

22%

31%

2%

57%

5%

35%

Share of E-Commerce – L52 Weeks Share of E-Commerce – L13 Weeks

FOOD CONSUMABLES FOOD CONSUMABLES

Instacart Amazon Walmart (P&D + .com) All Other


Amazon Dominates Consumables Online,

But Instacart is a Major Competitor in Food

Instacart Fulfilled 22% of Online Food Sales in the Latest 13 Weeks, Up from 15% in the L52 Weeks


Source: IRI eMarket Insights, Food + Consumables = Total Store eMI Product Universe, Excludes Random Weight Fresh, Share of Online Growth = Contribution to e-Commerce dollars change vs YA

Instacart Increased to 33% of Online Food

Growth in the Latest 13 Weeks (25% in L52)

Over That Same Time Period, Walmart Decreased from 34% of Growth to 21% of Growth

Instacart Amazon Walmart (P&D + .com) All Other

Share of Online Growth* – L52 Weeks Share of Online Growth* – L13 Weeks

FOOD CONSUMABLES FOOD CONSUMABLES

25%

21%34%

20%3%

60%9%

27%33%

21%

21%

25%

4%

60%6%

29%


DRIED FRUIT

MEAT - FZ

VEGETABLES - SS

MEAT - SS

CANNED FRUIT

LUNCHEON MEATS

POULTRY

SNACK NUTS

VEGETABLES - FZ

COFFEE CREAMER

TOMATO PRODUCTS

SEAFOOD - SS

1.0

2.0

3.0

4.0

5.0

6.0

7.0

2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0

Share of E-Commerce – Change vs. YA

Sh

are

of T

ota

l M

ark

et

–C

ha

ng

e v

s. Y

A

Source: IRI eMarket Insights, Food + Consumables = Total Store eMI Product Universe, Excludes Random Weight Fresh, Share of Total Market = Multi-Outlet + e-Commerce, Double Counts Removed in OG

Instacart is Gaining Significant Share

Across Meat, Vegetables, Fruit and Nuts

Gains Made in Both E-Commerce and Total Market Across Top Categories

Instacart – Share of E-Commerce vs. Share of Total Market* (Change vs. YA)

Latest 13 WE 06-28-2020 – Top Categories by Instacart Market Share


$11

$10

$42

$5

$19

$56

$7

$4

$23

$20

$26

$59

BABY FOOD

FACIAL TISSUE

PAPER TOWELS

PAPER NAPKINS

DISH DETERGENT

TOILET TISSUE

FOILS & WRAPS

SPONGES

FOOD & TRASH BAGS

CUPS & PLATES

LAUNDRY DETERGENT

PET FOOD

Instacart Now Has a 4%+ Market Share in 11 Categories

Across Dry Grocery and Fresh / Frozen

Dollars ($MM) Change vs. YA

Market Share

(Multi-Outlet + E-Commerce)% Change vs. YA

These Top Categories Are Growing 150% on Instacart and Gaining Significant Share vs. YAG

Top Instacart Categories by Market Share – Food and Consumables – L13 WE 06-28-2020


$37

$112

$80

$50

$46

$95

$87

$65

$36

$10

$18

$31

DRIED FRUIT

MEAT - FZ

VEGETABLES - SS

MEAT - SS

CANNED FRUIT

LUNCHEON MEATS

POULTRY - FZ/RFG

SNACK NUTS

VEGETABLES - FZ

COFFEE CREAMER

TOMATO PRODUCTS

SEAFOOD - SS

266%

265%

355%

350%

278%

165%

205%

403%

411%

166%

296%

545%

9.5

7.3

7.1

6.0

5.6

5.4

5.3

4.5

4.1

4.1

4.0

3.9

6.1

4.0

4.8

4.0

3.7

3.0

2.7

3.4

3.1

2.2

2.4

3.1


$11

$10

$42

$5

$19

$56

$7

$4

$23

$20

$26

$59

BABY FOOD

FACIAL TISSUE

PAPER TOWELS

PAPER NAPKINS

DISH DETERGENT

TOILET TISSUE

FOILS & WRAPS

SPONGES

FOOD & TRASH BAGS

CUPS & PLATES

LAUNDRY DETERGENT

PET FOOD

Instacart is Also Gaining Share Rapidly Across Many Key Consumables Categories

Dollars ($MM) Change vs. YA

2.5

2.3

2.0

2.0

1.9

1.7

1.6

1.6

1.5

1.4

1.3

1.2

Market Share

(Multi-Outlet + E-Commerce)

165%

693%

309%

1403%

513%

386%

636%

508%

311%

344%

240%

381%

% Change vs. YA

$11

$10

$42

$5

$19

$56

$7

$4

$23

$20

$26

$59

BABY FOOD

FACIAL TISSUE

PAPER TOWELS

PAPER NAPKINS

DISH DETERGENT

TOILET TISSUE

FOILS & WRAPS

SPONGES

FOOD & TRASH BAGS

CUPS & PLATES

LAUNDRY DETERGENT

PET FOOD

Market Share Increases Come From Food, Paper, Cleaning and Pet

Top Instacart Categories by Market Share – Consumables – L13 WE 06-28-2020


1.5

1.9

1.3

1.8

1.4

1.3

1.3

1.2

1.0

1.0

0.9

0.9


0.8 0.9 1.01.5 1.5

1.2

0.1 0.2 0.30.5 0.5 0.3

0.7 0.81.1

2.1 2.3

1.7

3.43.6

3.1

6.46.7

6.5

2.5 2.63.0

5.4

4.0

5.0

4 WE 01-26-20 4 WE 02-23-20 4 WE 03-22-20 4 WE 04-19-20 4 WE 05-17-20 4 WE 06-14-20

Baby Beauty Health Household Pets Personal Care


Online Consumables’ Share Has Spiked

Most for Personal Care and Household

Pet, Baby and Health Also Saw Significant Share Gains in the Latest 12 Weeks

Instacart Share of E-Commerce by Quad Week – Consumables Departments


0.3 0.3 0.3

0.6 0.60.4

0.1 0.10.1

0.3 0.30.20.2 0.2 0.2

0.70.8

0.60.5 0.60.5

1.41.4

1.3

0.3 0.3

0.5

1.11.0

0.70.6 0.7 0.7

1.8

1.3

1.5

4 WE 01-26-20 4 WE 02-23-20 4 WE 03-22-20 4 WE 04-19-20 4 WE 05-17-20 4 WE 06-14-20

Baby Beauty Health Household Pets Personal Care


Instacart Total Market Share Gains Are

Also Highest in Pet and Personal Care

Total Market Share Gains in These Departments

Are Also Seeing Sustained Share Gains into June

Instacart Share of Total Market* Sales by Quad Week


CPG Brand Leaders Need to Invest in Retail Marketing Programs;

Brands Need to Reintroduce Their Brands to Shoppers in New Setting

Retail Shoppers Commit to Online Search and Awareness

Search – Shoppers need to find you first

• Instacart claims that by purchase number 10, +25% of all purchases come from “previously ordered” items

• Build your product and brand presence on the platform

• Focus on discoverability; use key words in your content

• Invest in search (e.g., featured products)

• Stay in-stock

Awareness and funnel driver

• Use delivery promotions to build baskets of your brands (“Get $X Off When You Buy $X of Your or Partner Brands)

• Use coupons and department banners to build awareness of your brands on Instacart


Insights and Strategic

Guidance for Better Decisions

IRI’s Online Resources Include Real-Time

Updates and Weekly Reports That Track

the Impact of the Virus on CPG and Retail

The IRI COVID-19 lmpact

Includes COVID-19 impact analyses, dashboards

and the latest thought leadership on supply chain,

consumer behavior and channel shifts for the U.S.

AND international markets.

IRI CPG Economic Indicators, Including

the IRI CPG Demand Index™, IRI CPG

Supply Index™ and IRI CPG Inflation

Tracker™

Accessible through the insights portal

to track the daily impact of COVID-19.

This includes top-selling and out-of-stock

categories across the country and

consumer sentiment on social media.

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

https://bit.ly/IRI-COVID-19-Reports

https://advantage.iriworldwide.com/Engineering/covid19/index.html


The Latest COVID-19 Reports and Insights from IRI (click to see full report)

IRI COVID-19 IMPACT ASSESSMENT REPORTS

LESSONS FROM THE GREAT RECESSION

THE CHANGING SHAPE OF THE CPG DEMAND CURVE

https://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-3-Brand-Performance-5-21-2020.pdf

https://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-2-Maintaining-Pricing-Discipline-5-7-2020.pdf

https://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-I-4-29-2020.pdf

https://www.iriworldwide.com/IRI/media/Library/COVID-19_IRI.pdf

https://www.iriworldwide.com/IRI/media/Library/COVID-19-Thought-Leadership.pdf

https://www.iriworldwide.com/IRI/media/Library/COVID-19-Thought-Leadership-3-25-2020.pdf




https://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-4-Private-Label-5-28-2020.pdf

https://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-5-Building-Brands-6-3-2020.pdf

https://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-6-Innovation-Lessons-6-12-2020.pdf

https://www.iriworldwide.com/IRI/media/Library/COVID-19-Impact-Assessment-Millennials-Meat-5-15-20.pdf

https://www.iriworldwide.com/IRI/media/Library/IRI-COVID-19-Impact-Assessment-4-24-2020.pdf/



https://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-7-Defending-and-Recapturing-the-Shelf-7-6-2020-vF.pdf



The IRI CPG Demand Index™ provides a

standard metric for tracking changes in spending

on consumer packaged goods. It measures

weekly changes in consumer purchases, by

dollar sales, against the year-ago period across

departments, including fixed and random weight

products, grocery aisles and retail formats. The

IRI CPG Demand Index™ is available for eight

U.S. regions, all U.S. states, UK, France, Italy,

Germany and the Netherlands.

CLICK HERE FOR MORE!

IRI CPG Demand Index™NOW INCLUDES

U.S., UK, FRANCE, ITALY, GERMANY & NETHERLANDS

https://advantage.iriworldwide.com/Engineering/covid19/?i=0


The IRI CPG Inflation Tracker™ provides the

well-known price per unit metric for tracking

changes in pricing of consumer packaged goods.

It provides weekly changes in consumer prices,

price per unit against the year-ago period across

departments, including fixed and random weight

products, grocery aisles and retail formats. The

IRI CPG Inflation Tracker™ is available for eight

U.S. regions, all U.S. states, UK, France, Italy,

Germany and the Netherlands.


IRI CPG Inflation Tracker™NOW INCLUDES

U.S., UK, FRANCE, ITALY, GERMANY & NETHERLANDS



The IRI CPG Supply Index™ provides a

standard metric for tracking changes in

product availability (i.e., in-stock rates) in

stores for consumer packaged goods. It

measures weekly changes in product

availability against the baseline across

departments and retail formats. The IRI

CPG Supply Index™ is available for eight

U.S. regions, all U.S. states and Italy.


IRI CPG Supply Index™NOW INCLUDES U.S. AND ITALY



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part 6 the changing shape of the cpg demand curve: e … · • driven by concerns over in-store...

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