pulse report ambient q2-2014
TRANSCRIPT
-
8/10/2019 Pulse Report Ambient Q2-2014
1/20
PULSE REPORT
IRI Pulse Report Ambient
Welcome to the Pulse Q2 2014 edition for ambient. We hope you find
it useful. Please do not hesitate to contact us if you have any
questions or comments at [email protected].
Q2 2014
IRIworldwide.eu
-
8/10/2019 Pulse Report Ambient Q2-2014
2/20
PULSE REPORT
About the Report
2
This ambient report is one of 10 super-category reports designed to show a high-level
comparison and analysis of retail markets across major countries in Europe.
This report contains data gathered from around Europe. Categories include:
The report highlights key metrics, such as total sales figures, market trends, category
share, and winners and losers for Europe and for individual countries.
The data has been sourced from IRI retail databases and Eurostat, the statistical branch of
administration for the European Commission.
The countries included in the report are: France, Germany, Italy, the Netherlands, Spain
and the United Kingdom (UK).
The market channels used for each country in this report are as follows:
Country Channels used
UK Hypermarkets, supermarkets, drugstores and impulse outlets
ESHypermarkets, supermarkets, hard discounters and drug stores,including the Canary Islands
DE Hypermarkets, supermarkets, hard discounters and drugstores
NL Hypermarkets, supermarkets, hard discounters and drugstores
ITHypermarkets, supermarkets, small self-service, hard discounters anddrugstores
FR Hypermarkets and supermarkets
For analytical purposes, the data sourced from available retail databases has been
consolidated to provide consistent results. However, for some countries, it has not been
possible to source data pertaining to certain categories. When this is the case, it is
documented in theNotes section found at the end of the report.
Shelf stablevegetables
Shelf stable fruits
Shelf stable meat
Shelf stable fish
Sweet and savourybiscuits
Crisps and snacks
Long life milk anddairy products
Bread/baked products
Baking ingredients
Sweet spreads andsauces
Savoury spreads
Dry soups
Wet soups
Rice
Pasta and noodles
Shelf stable ready-
meals Shelf-stable desserts
Sugars andsweeteners
Seasonings
Condiments
Sauces/mixes
Oil/vinegar
Dried fruits
Dried beans andvegetables
-
8/10/2019 Pulse Report Ambient Q2-2014
3/20
PULSE REPORT
On the Radar
3
ECONOMIC FIGURES INFLUENCING CONSUMER BEHAVIOR
Source: Eurostat, September 2013
We see early signs of economicrecovery in many Europeancountries, though consumers remainprice sensitive in ambient categories.Private label and promotional activity
are major growth drivers.Convenience continues to emerge asa cross-country trend.
POPULATION INMILLIONS
UNEMPLOYMENT(%)
AVERAGE 12MONTHS
INFLATIONRATES GDP IN MILLIONS ()
Jan.2012
Jan.2013
Sep.2013
Average2012
Sep.2013
Average2012 2012
2013(Estimate)
France 65.3 65.6 11.1 10.2 +1.2 +2.5 2 032 297 2 059 358
Germany 80.3 80.5 5.2 5.5 +1.8 +2.4 2 644 200 2 694 499
Italy 59.3 59.6 12.5 10.7 +1.8 +3.5 1 565 916 1 568 388
Netherlands 16.7 16.8 7.0 5.3 +3.1 +2.8 600 638 604 459
Spain 46.8 46.7 26.6 25.0 +2.3 +2.3 1 049 525 1 051 076
UnitedKingdom
63.4 63.8 7.5 7.9 +2.7 +3.7 1 901 001 1 854 920
-
8/10/2019 Pulse Report Ambient Q2-2014
4/20
PULSE REPORT
5 419 5 174 5 052 5 498 5 276 5 033
3 167 3 254 3 188 3 311 3 215 3 148
1 183 1 154 1 0821 188 1 159 1 129
4 690 4 510 4 4474 979
4 529 4 557
6 224 5 909 5 765
6 4496 238 6 044
4 5744 537 4 506
4 6444 613 4 576
0
5,000
10,000
15,000
20,000
25,000
30,000
31-mar-13 30-jun-13 29-sep-13 29-dic-13 30-mar-14 29-jun-14
Euros,
inMillions
Period Ending
France
Germany
Italy
Netherlands
Spain
UK
GLOBAL TRENDS
4
TOTAL EUROPE +0.4%
-0.1%
+1.4%
-1.1%
VALUE SALES IN MILLIONS ()
Total EU 99 625
DE 24 496
UK 20 859
IT 18 512
FR 18 339
ES 12 861
NL 4 558
TOTAL AMBIENT VALUE SALES AND % CHANGE VERSUS PRIOR YEAR
*based on an exchange rate of1.150 to the pound
+0.7%
+1.4%
-1.6%
TOTAL AMBIENT VALUE SALES FOR THE LAST SIX QUARTERS
Source: IRI retail databases; period ending 29 June 2014
-
8/10/2019 Pulse Report Ambient Q2-2014
5/20
PULSE REPORT
Europe
5
14 324
12 286
8 5478 051
6 855
5 4264 842
3 949 3 856 3 775
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
Bread/Baked Products Crisps and Snacks
Sweet and Savoury Biscuits Long Life Milk & Dairy Products
Shelf Stable Vegetables Shelf Stable Fish
Oil/Vinegar Cereals
Sweet Spreads and Sauces Pasta and Noodles
Euros,
inmillions
CATEGORY VALUE SALES IN THE LAST YEAR
Europe includes: France, Germany, Italy, the Netherlands, Spain and the United Kingdom
Source: IRI retail databases; period ending 29 June 2014
KEY TRENDS
Ambient category growth across Europe is
stable, at +0.4% in the second quarter.
Growth was mainly driven by the French
and German economies. The UK ambient
sector was under pressure during the last
period.
Overall growth was mainly due to
increased promotional efforts, as prices
were stable in most countries.
The economic outlook will continue to
support solid performance of ambient
categories, though price sensitivity willmean growth will continue to be focused
around private label and discounters.
Drive-by or pick-up-point concepts are
emerging in many countries, indicating a
cross-country trend towards convenience,
in line with the early signs of economic
recovery that we see.
TOP 10
SHARE OF VALUE IN THE YEAR
Bread/Baked Products 14.4%
Crisps and Snacks 12.3%
Sweet and Savoury Biscuits 8.6%
Long Life Milk & Dairy Products 8.1%
Shelf Stable Vegetables 6.9%
Shelf Stable Fish 5.4%
Oil/Vinegar 4.9%
Cereals 4.0%
Pasta and Noodles 3.8%
Sauces/Mixes 3.6%
Sweet Spreads and Sauces 3.9%
Baking Ingredients 3.5%
Shelf Stable Ready Meals 2.5%
Condiments 2.7%
Seasoning 2.3%
Wet Soups 2.3%
-
8/10/2019 Pulse Report Ambient Q2-2014
6/20
PULSE REPORT
CATEGORY INSIGHTS
Crisps and snacks continues to be the
fastest growing ambient segment, as it has
been for successive quarters. France, the
UK and Spain are the main contributors to
the growth of crisps and snacks. This
segment was also the biggest winner in
the Netherlands.
The decline in pasta and noodles is partly
driven by Italy, where consumption
behaviour is changing towards even more
convenient and quick meal alternatives.
Bread and baked products are underpressure, partly due to changes in
consumption behaviour, but also due to
consumers switching towards alternative
channels.
Long life milk has grown mainly through
consumer price increases, as a result of
both increased raw material costs and
increased export demand.
Europe
6
Europe includes: France, Germany, Italy, the Netherlands, Spain and the United Kingdom
Source: IRI retail databases; period ending 29 June 2014
TOP LOSERS: VALUE SALES
CHANGE VERSUS A YEAR AGO ()
TOP WINNERS: VALUE SALES
CHANGE VERSUS A YEAR AGO ()
404.9
346.9
161.5
134.9
55.8
0 100 200 300 400 500
Crisps and Snacks
Long Life Milk & Dairy
Products
Shelf Stable Fish
Oil/Vinegar
Dried Fruits
- 59.5
- 96.3
- 122.1
- 134.1
- 123.1
-150 -100 -50 0
Shelf Stable
Fruit
Shelf Stable
Vegetables
Bread/Baked
Products
Pasta andNoodles
Wet Soups
.Euros, in millions Euros in millions
TOP 5 CATEGORIES: EVOLUTION
Value sales () and % change versus a year ago
6 855
14 324
8 547
12 286
8 051
3,4 4,50,6-0,8 -1,4
Bread/Baked
Products
Crispsand
Snacks
Sweetand
Savoury
Biscuits
Long
Life
Milk
&
Dairy
Products
ShelfStable
Vegetables
Euros,
inmillions
Total Sales % vs. YA
-
8/10/2019 Pulse Report Ambient Q2-2014
7/20
PULSE REPORT
KEY TRENDS
A relatively good performance for fast moving
consumer goods (FMCG) and ambient in the
first semester (FMCG + 1.9% in units versus
the first semester of 2013, with ambient at
+1.2%).
Positive effects of the warm temperatures
supported growth of a number of ambient
categories, including oil/vinegar, cold sauces,
and shelf stable fish.
Ambient turnover growth (+1.2% in the first
semester) is impacted by significant deflation
(-2.3% for sugared grocery, versus -1.0%
total FMCG).
Promotional activity has increased for ambient
(+1.1 point of promotional turnover), mainly
for the big brands.
Private label ambient solutions are suffering,
losing 0.3 points of their market share, mainly
due to a lack of change in the assortment.
Pick-up points continue to gain market share
(3.6% of ambient units sold today, up 0.8
points versus a year ago), whilst harddiscounters are losing share (-6.5% for the
first semester).
CATEGORY VALUE SALES IN THE LAST YEAR
France
7
Source: IRI retail databases; period ending 29 June 2014
2 560
2 057
1 6431 508
1 282
959 908818 813
735
0
500
1.000
1.500
2.000
2.500
3.000
Bread/Baked Products Long Life Milk & Dairy Products
Sweet and Savoury Biscuits Crisps and Snacks
Shelf Stable Vegetables Baking Ingredients
Shelf Stable Fish Oil/Vinegar
Sweet Spreads and Sauces Pasta and Noodles
Euros,
inmillions
TOP 10
SHARE OF VALUE IN THE YEAR
Bread/Baked Products 14.0%
Long Life Milk & Dairy Products 11.2%
Sweet and Savoury Biscuits 9.0%
Crisps and Snacks 8.2%
Shelf Stable Vegetables 7.0%
Baking Ingredients 5.2%
Shelf Stable Fish 5.0%
Oil/Vinegar 4.5%
Sweet Spreads and Sauces 4.4%
Pasta and Noodles 4.0%
Shelf Stable Ready Meals 3.9%
Sauces/Mixes 3.5%
Cereals 3.2%
Shelf Stable Fruit 3.2%
Sugar and Sweeteners 2.6%
Condiments 2.5%
-
8/10/2019 Pulse Report Ambient Q2-2014
8/20
PULSE REPORT
1 2821 508
2 057
1 643
2 560
0,71,5 1,16,30.5
Bread/Baked
Products
Long
Life
Milk
&
Dairy
Products
Sweetand
Savoury
Biscuits
Crispsand
Snacks
ShelfStable
Vegetables
Euros,inmillions
Total Sales % vs. YA
France
8
Source: IRI retail databases; period ending 29 June 2014
CATEGORY INSIGHTS
Good weather supported growth across a
number of ambient categories, including:
vinegar (+9.0%), oil (+4.8%), shelf stable
fish (+4.8%) and crisps (+9.3%).
In the breakfast segment, bread continues
to grow, driven by the popularity of bread
without crust and rustic breads. Breakfast
biscuits show very good performance
(+20.4%), whereas cereals continue to
suffer (-0.6%).
Prepared meals are positive this quarter,
including canned pasta dishes,demonstrating strength since the
horsegate affair.
TOP LOSERS: VALUE SALES
CHANGE VERSUS A YEAR AGO ()
TOP WINNERS: VALUE SALES
CHANGE VERSUS A YEAR AGO ()
22.7
38.7
50.1
56.6
89.2
0 20 40 60 80 100
Crisps and
Snacks
Shelf Stable
Fish
Oil/Vinegar
Bread/BakedProducts
Sauces/Mixes
- 9.3
- 24.7
- 11.7
- 10.5
- 23.7
-30 -25 -20 -15 -10 -5 0
Sweet Spreads and
Sauces
Cereals
Dry Soups
Wet Soups
Shelf Stable Ready Meals
.Euros, in millionsEuos, in millions
TOP 5 CATEGORIES: EVOLUTION
Value sales () and % change versus a year ago
-
8/10/2019 Pulse Report Ambient Q2-2014
9/20
PULSE REPORT
KEY TRENDS
Price increases helped ambient post positive
growth (+1.4% in value), despite a slight
decline of around -2% in volume sales.
Value growth in ambient was boosted by
promotion growth; however, non-promotion-
based sales also registered decent growth.
Private labels showed growth, while national
brands experienced slight value decline. In
volume, both private label and national brands
registered decline.
Private labels contribute about 43% of the
ambient market by value, and private labelvalue share of ambient increased by 1.0 point.
Ambient showed positive development across all
channels except supermarkets; hypermarkets
(1500-2499 square meters) had the strongest
growth.
Long life milk and dairy products showed strong
growth, most of which came from the sales in
UHT milk. UHT milk price increases are
stemming from increased raw materials pricing,
as well as growing international demand for UHTmilk, especially in Asia.
Germany
9
Source: IRI retail databases; period ending 29 June 2014
CATEGORY VALUE SALES IN THE LAST YEAR
3 198
2 814
2 104
1 7171 584
1 381
1 147 1 114 1 051 1 047
0
500
1.000
1.500
2.000
2.500
3.000
3.500
Bread/Baked Products Crisps and Snacks
Long Life Milk & Dairy Products Shelf Stable Vegetables
Sweet and Savoury Biscuits Sweet Spreads and Sauces
Condiments Seasoning
Oil/Vinegar Baking Ingredients
Euros,
inmillions
TOP 10
SHARE OF VALUE IN THE YEAR
Bread/Baked Products 13.1%Crisps and Snacks 11.5%
Long Life Milk & Dairy Products 8.6%
Shelf Stable Vegetables 7.0%
Sweet and Savoury Biscuits 6.5%
Sweet Spreads and Sauces 5.6%
Condiments 4.7%
Seasoning 4.5%
Oil/Vinegar 4.3%
Baking Ingredients 4.3%
Shelf Stable Fish 4.2%
Sauces/Mixes 3.9%
Wet Soups 3.4%
Pasta and Noodles 3.4%
Cereals 3.3%
Sugar and Sweeteners 2.5%
-
8/10/2019 Pulse Report Ambient Q2-2014
10/20
PULSE REPORT
1 584
3 198
2 104
2 814
1 717
7.3 -1.414.3-1.3 -1.7
Bread/Baked
Products
Crispsand
Snacks
Long
Life
Milk
&
Dairy
Products
ShelfStable
Vegetables
Sweetand
Savoury
Biscuits
Euros,
inmillions
Total Sales % vs. YA
Germany
10
TOP LOSERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
TOP WINNERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
- 41.8
- 34.3
- 32.2
- 27.6
- 40.7
-45 -35 -25 -15 -5 5
Sweet and Savoury Biscuits
Shelf Stable Fruit
Wet Soups
Sweet Spreads and Sauces
Bread/Baked Products
.
21.8
26.6
28.1
191.7
263.0
0 50 100 150 200 250 300
Long Life Milk & Dairy
Products
Crisps and Snacks
Shelf Stable Fish
Oil/Vinegar
Baking Ingredients
Euros, in millions Euros, in millions
CATEGORY INSIGHTS
Around 84% of the growth for long life milk
and dairy products came through the UHT
milk sector, which saw double digit growth
in all channels.
Hard discounters contributed around 48% ofthe growth in UHT milk, driven by price
increases at Aldis. Hypermarkets accounted
for 38.0% of UHT milk growth.
Nuts, seeds and raisins drove growth within
crisps and snacks. Discounters contributed
more than half of the value growth for that
segment.
Salty snacks growth was driven by the nuts
sector, as well as the football world
championship. Products with a particularconnection to Brazil/championship by flavor
and/or packaging were particularly
successful.
A dip in sales in the bread sector drove a
decline in the bread/baked products
category. The majority of the value loss for
the sector came from hard discounters, a
channel with high focus on bake-off shelves
(home baking ingredients).
Source: IRI retail databases; period ending 29 June 2014
TOP 5 CATEGORIES: EVOLUTION
Value sales () and % change versus a year ago
-
8/10/2019 Pulse Report Ambient Q2-2014
11/20
PULSE REPORT
Italy
11
KEY TRENDS
In Italy, ambient performance is in line with
total FMCG sales, in terms of value growth(year-to-date -0.1%, versus an average
FMCG decline of 0.2%).
Italy is in a deflationary phase. In fact,
prices were essentially flat in the first half of
2014, marking a strong discontinuity versus
to few months ago, when ambient showed
high rates of inflation.
Private label is showing momentum across
all ambient sectors, with value growth of
+3.0%. During the past few months,however, private label sales have slowed.
Trade promotions are high, with promotion
supporting approximately 28% of volume
sale and up 2.8% versus previous year.
Stepped up promotional activity may be
attributable to retailers strategies to
structurally lower price levels.
Source: IRI retail databases; period ending 29 June 2014
CATEGORY VALUE SALES IN THE LAST YEAR
2 032 1 989
1 656 1 625 1 6161 459 1 430 1 411
844 804
0
500
1.000
1.500
2.000
2.500
Bread/Baked Products Crisps and Snacks
Long Life Milk & Dairy Products Pasta and Noodles
Shelf Stable Vegetables Oil/Vinegar
Sweet and Savoury Biscuits Shelf Stable Fish
Baking Ingredients Sweet Spreads and Sauces
Euros,
inmillions
TOP 10
SHARE OF VALUE IN THE YEAR
Bread/Baked Products 11.0%
Crisps and Snacks 10.7%
Long Life Milk & Dairy Products 8.9%
Pasta and Noodles 8.8%
Shelf Stable Vegetables 8.7%
Oil/Vinegar 7.9%
Sweet and Savoury Biscuits 7.7%
Shelf Stable Fish 7.6%
Baking Ingredients 4.6%
Sweet Spreads and Sauces 4.3%
Dried Fruits 3.5%
Sugar and Sweeteners 2.3%
Cereals 2.1%
Rice 1.8%
Seasoning 1.8%
Sauces/Mixes 1.4%
-
8/10/2019 Pulse Report Ambient Q2-2014
12/20
PULSE REPORT
1 616
2 032
1 656
1 989
1 625
-1.0 0.52.60.9 -1.6
Bread/Baked
Products
Crispsand
Snacks
Long
Life
Milk
&
Dairy
Products
Pasta
and
Noodles
ShelfStable
Vegetables
Eu
ros,
inmillions
Total Sales % vs. YA
Italy
12
TOP LOSERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
TOP WINNERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
Source: IRI retail databases; period ending 29 June 2014
- 91.6
- 26.3
- 25.9
- 21.8
- 30.4
-100 -80 -60 -40 -20 0
Sweet and Savoury Biscuits
Cereals
Shelf Stable Vegetables
Sugar and Sweeteners
Pasta and Noodles
.
20.6
35.2
41.3
41.4
43.6
0 10 20 30 40 50
Shelf Stable Fish
Long Life Milk & Dairy
Products
Dried Fruits
Sweet Spreads and Sauces
Oil/Vinegar
Euros, in millions Euros, in millions
CATEGORY INSIGHTS
Canned tuna and long life milk are top-growing
ambient categories, with price increases
contributing heavily to value growth increases.
Pasta, canned vegetables and sugar saw the
sharpest declines.
Pasta declines are stemming from changing
consumer rituals, including more frantic
lifestyles, with few opportunities to enjoy a
quiet meal at home, aesthetic models oriented
towards a "constant diet" and increased
assortment focused on "fast" preparation.
Potato chips is one of the most dynamiccategories in the ambient sector (+11.9% year
to date versus a year ago), benefitting from a
growing trend around aperitifs and a shift from
out of home to at home consumption.
Private label is winning share in many ambient
categories, particularly within commodity
categories e.g. tuna, canned vegetables, dried
fruit, long life milk. The ongoing economic crisis
is driving shoppers into cheaper alternatives.
TOP 5 CATEGORIES: EVOLUTION
Value sales () and % change versus a year ago
-
8/10/2019 Pulse Report Ambient Q2-2014
13/20
PULSE REPORT
The Netherlands
13
KEY TRENDS
In the Netherlands, the overall economy
grew 0.5% in the second quarter versus
the first quarter of 2014, showing
moderate signs of economic recovery.
The ambient sector has fallen 2.3% in
value sales in supermarkets year-to-date
versus the same period last year. By
comparison, total supermarkets value sales
are stable at -0.2% during the same time
period.
Prices are stable in most ambient
categories. Promotional pressure remains steady in the
second quarter, coming in at 17.6% of
year-to-date value sales.
Source: IRI retail databases; period ending 29 June 2014
CATEGORY VALUE SALES IN THE LAST YEAR
700665
408367
328 322 314
169 160 152
0
100
200
300
400
500
600
700
800
Crisps and Snacks Sweet and Savoury Biscuits
Sauces/Mixes Bread/Baked Products
Shelf Stable Vegetables Long Life Milk & Dairy Products
Sweet Spreads and Sauces Wet Soups
Seasoning Shelf Stable Meat
Euros,
inmillions
TOP 10
SHARE OF VALUE IN THE YEAR
Crisps and Snacks 15.4%
Sweet and Savoury Biscuits 14.6%
Sauces/Mixes 8.9%
Bread/Baked Products 8.1%
Shelf Stable Vegetables 7.2%
Long Life Milk & Dairy Products 7.1%
Sweet Spreads and Sauces 6.9%
Wet Soups 3.7%
Seasoning 3.5%
Shelf Stable Meat 3.3%
Cereals 2.9%
Pasta and Noodles 2.4%
Shelf Stable Ready Meals 2.4%
Oil/Vinegar 2.1%
Baking Ingredients 1.7%
Dry Soups 1.7%
-
8/10/2019 Pulse Report Ambient Q2-2014
14/20
PULSE REPORT
The Netherlands
14
TOP LOSERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
TOP WINNERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
Source: IRI retail databases; period ending 29 June 2014
- 8.0
- 10.5
- 10.5
- 19.7
- 19.5
-20 -15 -10 -5 0
Shelf Stable Meat
Bread/Baked Products
Wet Soups
Sweet Spreads and
Sauces
Sweet and Savoury
Biscuits
.
3.3
3.5
3.8
4.3
5.1
0 1 2 3 4 5 6
Crisps and
Snacks
Shelf Stable
Fish
Seasoning
Dried Fruits
Oil/Vinegar
.Euros, in millions Euros, in millions
CATEGORY INSIGHTS
Crisps and snacks managed to grow this
quarter even though promotional pressure
declined slightly. Value and volume growth
is partly due to a high rate of innovation.
The value growth of shelf stable fish is
mainly due to increased promotional
activity.
Bread sales continue to show signs of
distress, as overall bread consumption is
under pressure in the Netherlands
regardless of efforts by supermarkets to
bring volumes back through in-storebakeries. This also partly explains the
decline in sweet spreads (including peanut
butter).
Grocery pick-up points are becoming more
commonplace in the Netherlands, and
online grocery sales are on the rise due to
due both increased supply and demand.
328
700
408
665
367
-2.9 -2.80.80.7 -2.3
Crispsand
Snacks
Sweetand
Savoury
Biscuits
Sauces/Mixes
Bread/Baked
Products
ShelfStable
Vegetables
Millions
Total Sales % vs. YA
TOP 5 CATEGORIES: EVOLUTION
Value sales () and % change versus a year ago
-
8/10/2019 Pulse Report Ambient Q2-2014
15/20
PULSE REPORT
Spain
15
KEY TRENDS
In Spain, ambient sales are decreasing.
Consumption declined and prices
stagnated, even for private labels.
Promotional activity started to rise across
most ambient categories.
Private label ambient started to lose
market share.
Source: IRI retail databases; period ending 29 June 2014
CATEGORY VALUE SALES IN THE LAST YEAR
1 792 1 753
1 411 1 410
1 250
860 849
482405
341
0
200
400
600
800
1.000
1.200
1.400
1.600
1.800
2.000
Bread/Baked Products Long Life Milk & Dairy Products
Shelf Stable Fish Crisps and Snacks
Oil/Vinegar Sweet and Savoury Biscuits
Shelf Stable Vegetables Condiments
Shelf Stable Fruit Shelf Stable Desserts
Euros,
inmillions
TOP 10
SHARE OF VALUE IN THE YEAR
Bread/Baked Products 13.9%
Long Life Milk & Dairy Products 13.6%
Shelf Stable Fish 11.0%
Crisps and Snacks 11.0%
Oil/Vinegar 9.7%
Sweet and Savoury Biscuits 6.7%
Shelf Stable Vegetables 6.6%
Condiments 3.7%
Shelf Stable Fruit 3.1%
Shelf Stable Desserts 2.7%
Cereals 2.6%
Sweet Spreads and Sauces 2.4%
Wet Soups 2.0%
Sugar and Sweeteners 1.8%
Rice 1.7%
Baking Ingredients 1.5%
-
8/10/2019 Pulse Report Ambient Q2-2014
16/20
PULSE REPORT
Spain
16
TOP LOSERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
TOP WINNERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
Source: IRI retail databases; period ending 29 June 2014
- 5.3
- 19.1
- 9.1
- 12.8
- 19.6
-25 -20 -15 -10 -5 0
Shelf Stable
Vegetables
Sugar and
Sweeteners
Bread/Baked
Products
Cereals
Shelf Stable
Fruit
.
14.0
29.2
31.2
32.6
46.6
0 10 20 30 40 50
Crisps and Snacks
Long Life Milk & Dairy
Products
Oil/Vinegar
Shelf Stable Fish
Shelf Stable Ready Meals
Euros, in millions Euros, in millions
CATEGORY INSIGHTS
The increase in sales experienced by oil
was the result of the escalating cost of raw
materials.
Volume sales of milk increased, driven by
non-added-value milks.
Price increases drove value sales growth
across shelf stable fish. In this category,
private label and branded sectors grew at
a similar pace.
1 250
1 792
1 411
1 753
1 410
1.9 3.42.1-0.7 2.6
Bread/Baked
Products
Long
Life
Milk
&
Dairy
Products
ShelfStable
Fish
Crispsand
Snacks
Oil/Vinegar
Eu
ros,
inmillions
Total Sales % vs. YA
TOP 5 CATEGORIES: EVOLUTION
Value sales () and % change versus a year ago
-
8/10/2019 Pulse Report Ambient Q2-2014
17/20
PULSE REPORT
The United Kingdom
17
KEY TRENDS
Recent official data shows that the UKs
economic recovery is stronger than
expected and it is thought that the UK
recession ended in the third quarter of
2013. However, grocery prices are still a
key concern for most shoppers, due to
price increases and a decline in real
average earnings.
Inflation in June has been evident across
most ambient food categories, particularly
within wheat-based products, such as
cereal and home baking. Falling prices
across some private label categories (e.g.,
beans and canned meat) will increasingly
drive shoppers towards private label
alternatives.
Data was starting to show a gradual
decline in the level of volume on deal over
recent months, driven by food and drink.
However this started to rise again,
prompted by Easter activity.
Source: IRI retail databases; period ending 29 June 2014
CATEGORY VALUE SALES IN THE LAST YEAR
4 375
3 866
2 365
1 709
1 3151 062 991
644 585 538
0
500
1.000
1.500
2.000
2.500
3.000
3.500
4.000
4.500
5.000
Bread/Baked Products Crisps and Snacks Sweet and Savoury Biscuits
Cereals Sauces/Mixes Shelf Stable Vegetables
Shelf Stable Ready Meals Shelf Stable Desserts Shelf Stable Fish
Wet Soups
Euros,
inmillions
TOP 10
SHARE OF VALUE IN THE YEAR
Bread/Baked Products 21.0%
Crisps and Snacks 18.5%
Sweet and Savoury Biscuits 11.3%
Cereals 8.2%
Sauces/Mixes 6.3%
Shelf Stable Vegetables 5.1%
Shelf Stable Ready Meals 4.8%
Shelf Stable Desserts 3.1%
Shelf Stable Fish 2.8%
Wet Soups 2.6%
Rice 2.3%
Baking Ingredients 1.8%
Shelf Stable Meat 1.8%
Condiments 1.8%
Pasta and Noodles 1.6%
Dried Fruits 1.3%
-
8/10/2019 Pulse Report Ambient Q2-2014
18/20
PULSE REPORT
1 315
4 375
2 365
3 866
1 709
2.4 -1.34.0-2.5-3.7
Bread/Baked
Products
Crispsand
Snacks
Sweetand
Savoury
Biscuits
Cereals
Sauces/Mixes
Millions
Total Sales % vs. YA
The United Kingdom
18
Source: IRI retail databases; period ending 29 June 2014
TOP LOSERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
TOP WINNERS: VALUE SALESCHANGE VERSUS A YEAR AGO ()
- 113.5
- 50.1
- 41.9
- 39.8
- 67.0
-120 -100 -80 -60 -40 -20 0
Shelf Stable
Ready Meals
Shelf Stable
Vegetables
Sauces/Mixes
Wet Soups
Bread/Baked
Products
.
3,1
5,5
8,8
90,7
92,3
0 20 40 60 80 100
Crisps and Snacks
Sweet and Savoury Biscuits
Rice
Condiments
Oil/Vinegar
Euros, in millions Euros, in millions
CATEGORY INSIGHTS
Ambient, frozen and chilled sectors are all
seeing value and volume decline year-to-
date, as shoppers continue to tighten their
belts, buy less, and trade down. Ambientfood is performing ahead of frozen, but
behind chilled.
Value sales growth has been strongest
across expandable treat categories, such as
chocolate and biscuits. Value sales growth in
wheat-based categories has been driven by
inflation.
Private label has gained share in many
categories, particularly within canned goods
and wheat-based categories, where inflation
drove shoppers into cheaper alternatives.
Significant innovations this year in ambient
food include products which tap into trends
of convenience (Kelloggs Special K Hot
Cereals), new flavour influences (Heinz Black
Label Wet Soup) and indulgence (Nestle
Toffee Crisp Cereal).
TOP 5 CATEGORIES: EVOLUTION
Value sales () and % change versus a year ago
-
8/10/2019 Pulse Report Ambient Q2-2014
19/20
PULSE REPORT
Final Notes
19
Notes on category definitions for countries
Due to the diverse products found in individual countries across this market, it was necessaryto consolidate the available data into the categories in this report. In some cases, it wasnt
possible to align products across all six countries. Those exceptions are listed below:
Shelf stable fruits
The UK data in this report only includes mincemeat for this category.
Sweet and savoury biscuits
The UK data in this report only includes biscuits and does not include crackers or wafers forthis category.
Bread/baked products
The Netherlands data in this report only includes shelf-stable bread and no other baked
goods.
Sweet spreads and sauces
The German and the Netherlands data in this report both include peanut butter and other nut
spreads; the other countries do not.
Savoury spreads
The France data in this report does not include this category.
Dry soups
The Italy data in this report also includes some risotto and pasta products.
Sugar and sweeteners
The UK data in this report does not include sugar, whereas the other countries do.
-
8/10/2019 Pulse Report Ambient Q2-2014
20/20
PULSE REPORT
Resources
About IRI. IRI is a leader in delivering powerful market and shopper information, predictive analysis and the foresight
that leads to action. We go beyond the data to ignite extraordinary growth for our clients in the CPG, retail and over-
the-counter healthcare industries by pinpointing what matters and illuminating how it can impact their businesses
across sales and marketing. Move your business forward at IRIworldwide.eu
Arlington Square, Downshire Way, Bracknell, Berkshire RG12 1WA, Tel +44 (0) 1344 746000
Copyright 2014 Information Resources, Inc. (IRI). All rights reserved. IRI, the IRI logo and the names of IRI products and servicesreferenced herein are either trademarks or registered trademarks of IRI. All other trademarks are the property of their respectiveowners.
FOR MORE INFORMATION
Please contact Linsey Teuben, Business Insights Account Executive
IRI at [email protected] or
+31 6 22 908 427 with questions or comments about this report.
To gain insight into opportunities across specific categories, segments, channels or retailers,
contact your IRI client service representative regarding custom analyses leveraging thefollowing resources:
IRI InfoScan Censusis a syndicated retail tracking service that enables manufacturers
and retailers to acquire industry insights used to make better business decisions. IRI
InfoScan Census utilises the data that IRI collects from grocery, drug, and mass
merchandise retailers to provide the most comprehensive and accurate syndicated data
offering in the FMCG sector. With access to accurate, granular detail by category,
geography, measure and time period, clients have the tools needed to develop marketing
and sales strategies based on product performance, distribution and promotion
responsiveness. All data about ambient comes from IRI InfoScan Census.
IRI Consulting provides strategic insights and advice leveraging a variety of data sources,predictive analytics, enabling technologies, and business analyses to help FMCG
manufacturers and retailers address significant sales and marketing issues effectively.