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©Nectar360 2021
Easing of Covid restrictions has seen some signs of behaviour returning to pre-pandemic norms
Nectar360 May 2021
Resurgence of frequent, small shops means basket size is now only up 4% YoY, having been 50%+ in 1st lockdown
Average basket size almost back to pre-Covid
Despite easing of restrictions / return to physical stores,
400k+ additional customers shopped for groceries online in
last 12 weeks YoY
Online shopping continues to grow
Economic outlook for both personal and national finances rebounded sharply, 49% think UK’s situation will improve in 6
months
Consumer optimism recovering well
Summer holiday plans are looking more certain
A quarter are still waiting to see how covid plays out, but
most people are now planning to spend the summer in the
UK
©Nectar360 2021
With the third national lockdown easing, there are signs that some shopping behaviour in Sainsbury’s continuing to slowly return to ‘normal’ whilst some behaviour is set to stay
Nectar360 May 2021
2
0.00
1,00 0,000.00
2,00 0,000.00
3,00 0,000.00
4,00 0,000.00
5,00 0,000.00
6,00 0,000.00
7,00 0,000.00
£0 .0 0
£5 0,000,00 0.00
£1 00,000 ,0 00.00
£1 50,000 ,0 00.00
£2 00,000 ,0 00.00
£2 50,000 ,0 00.00
£3 00,000 ,0 00.00
£3 50,000 ,0 00.00
£4 00,000 ,0 00.00
Customers Sales
©Nectar360 2021
Nectar360 May 2021
3 Total Fresh, Grocery & Value Added Food 79 weeks to 03/05/2021; Nectar Data Only
Sainsbury’s had the biggest Easter everBut penetration has not fully recovered from Covid-19
1st UK Lockdown
begins
Christmas Christmas EasterEasterEngland
2nd
lockdown
3rd UK Lockdown
begins
Lockdown measures
eased to allow more
time outside
3 tier system
introduced
©Nectar360 2021
Average basket size remains bigger than last year . . .
£ per visit
Units per visit
Spend per customer
Frequency of purchase
Customers
Nectar360 May 2021
Total Fresh and Grocery 12 weeks to 01/05/2021; Nectar Data Only4
0.00
5.00
10.00
15.00
20.00
25.00
30.00
35.00
40.00
45.00
£0 .0 0
£2 ,0 00,000 .0 0
£4 ,0 00,000 .0 0
£6 ,0 00,000 .0 0
£8 ,0 00,000 .0 0
£1 0,000,00 0.00
£1 2,000,00 0.00
Transactions Units Per Customer
©Nectar360 2020 5
Nectar360 May 2021 . . . But continues to steadily decline
compared to the start of the pandemic
Total Fresh & Grocery 79 weeks to 03/05/2021; Nectar Data Only
1st UK Lockdown
begins
Christmas Christmas EasterEasterEngland
2nd
lockdown
3rd UK Lockdown
begins
Lockdown measures
eased to allow more
time outside
3 tier system
introduced
©Nectar360 2021
Categories that struggled the most throughout the pandemic are returning to growth
Nectar360 May 2021
6
©Nectar360 2021
Category performance – YoYBWS, Meal Solutions and Impulse are now driving overall sales growth
Nectar360 May 2021
7
Beers Wines &
Spirits
Meal Solutions Impulse Food Produce Dairy Total Fresh &
Grocery
Meat Fish &
Poultry
Bakery and
Food Services
Frozen Food Health &
Beauty
Packaged &
Speciality
Household
Baby & Pet
Total Fresh and Grocery 12 weeks to 01/05/2021; Nectar Data Only
©Nectar360 2021
Most impacted categories:
Impulse
Meal Solutions
Beers, Wines & Spirits
£86m more spent on BWS in the last 12 weeks vs. last year, despite pubs re-opening
Champagne & Sparkling wine had the highest % growth in the category at +70%
Category performance 12 weeks YoYSharing & gifting products drive growth in several categories as shopper missions change as lockdown eases
£29m extra spent on Meal Solutions in the latest 12 weeks vs last year.
Prepared meals contributed £12m of the sales growth in the category
Nectar360 May 2021
£5.8m extra spent on Champagne in the latest quarter
600k extra units of Prosecco purchased
£50m extra has been spent within Impulse in the last 12 weeks.
Easter Confectionary drove growth at +34% YoY
£7.9m extra spent on Easter
Shell Eggs
1.4m extra units of Easter Shell
Eggs were purchased
£4m extra spent on Chilled Oriental
Meals
£2.6m extra spent on TTD
Prepared Meals
8 Total Fresh and Grocery 12 weeks to 01/05/2021; Nectar Data Only
©Nectar360 2021
The online channel continues
to drive growth as capacity
increases, indicating that
the online shift will continue
beyond the pandemic
Nectar360 May 2021
9
©Nectar360 2021
NectarCustomers
£ Per Customer
Frequencyof Purchase
Units per Visit
Convenience
Online
Supers
Channel Performance – 12 weeks YoY An additional 411k customers are shopping online; as shoppers continue to shop more frequently
Nectar360 May 2021
10 Total Fresh and Grocery 12 weeks to 01/05/2021; Nectar Data Only
£ Per Customer
£ Per Visit
NectarCustomers
Frequencyof Purchase
£ Per Visit
Units per Visit
£ Per Customer
NectarCustomers
Frequencyof Purchase
£ Per Visit
Units per Visit
£ Per Customer
Meal Solutions Beers, Wines &
Spirits
Produce Dairy Bakery & Food
Service
Meat, Fish &
Poultry
Impulse Total Fresh &
Grocery
Frozen Packaged &
Speciality
Health &
Beauty
Household,
Baby & Pet
©Nectar360 2021
Online: Category Performance – YoYMeal Solutions , Beers Wines & Spirits and Produce drive overall sales growth
Nectar360 May 2021
11 Total Fresh and Grocery 12 weeks to 01/05/2021; Nectar Data Only
©Nectar360 2021
Online: Category Performance 12 weeks YoYFresh & Grocery sales almost double over the latest 12 weeks, driven by a 50% increase in sales per customer
Most impacted categories:
Produce
Beers, Wines & Spirits
Meal Solutions
Nectar360 May 2021
Total Fresh, Grocery & Value Added Food 12 weeks YoY to 01/05/2021; Nectar Data Only12
£5m extra spent on Tomatoes in the last quarter
1.6m customers purchased Produce in the last 12 weeks and they spent an additional £66m.
Tomatoes, Cucumbers & Peppers deliver £9m growth vs last year
3.7m extra units of Tomatoes were
purchased in the latest 12 weeks
An additional £55m was spent on BWS vs last year
Still Wine drives overall growth contributing to £27m extra spend
£15m extra spent on New World
Wine in the last quarter
£8.2m extra was spent on Red
Wine New World
1.4m shoppers purchased Meal Solutions in the latest 12 weeks
Traditional & Italian Prepared Meals drove overall growth up £5.1m YoY
1.0m TTD Prepared Meals
sold in the latest 12 weeks
An additional £2.1m spent on TTD prepared
Meals YoY
©Nectar360 2021
Easter performs strongly as
shoppers celebrate the
easing of lockdown
restrictions
Nectar360 May 2021
13
Eleven Weeks
before Easter
Ten weeks
before Easter
Nine weeks
before Easter
Eight weeks
before Easter
Seven weeks
before Easter
Six weeks
before Easter
Five weeks
before Easter
Four weeks
before Easter
Three weeks
before Easter
Two weeks
before Easter
One week
before Easter
Easter Week
Easter 2020 Easter 2021
©Nectar360 2021
Nectar360 May 2021
14
989k extra customers shopped for Easter products during Easter week this yearSales accelerated in the 2 weeks before Easter and doubled vs. last year
Week after UK schools
closed
12 Weeks to 04/04/2021; Nectar Data OnlyTotal Easter: BWS, Easter Confectionery, Aisle Lamb, Easter Decoration ( Adult and Child Tableware, Egg Hunt decorations), Wigig and &Big Packs, Freefrom Confectionary and Eggs, Easter Cakes and Cards
©Nectar360 2021 15
Nectar360 May 2021 The Thursday before Easter was the most
popular day for shoppingOver 3m units of Easter confectionary were sold on this day
3 Weeks to 04/04/2021; Nectar Data OnlyNote: % of total Easter related sales
Friday
Friday
Sunday
Sunday
Thursday before Easter
Breakdown of when Easter related sales took place in 2021
©Nectar360 2021 16
Nectar360 May 2021 Shoppers were in a celebratory mood for
Easter this yearNear-tripling Freefrom Easter sales reflects changing customer diets
2 Weeks to 04/04/2021; Nectar Data Only
Freefrom
Easter
Easter
Decoration
Wigig & Big
Packs
Easter Cards Easter
Confectionery
Total Easter BWS Easter Cakes Lamb
©Nectar360 2021 17
Nectar360 May 2021 An additional 2.2m Easter Eggs were sold in
the 2 weeks before Easter this yearLicensed Eggs showed the strongest value growth but shoppers also spent an additional £2m on Premium Large Eggs
2 Weeks to 04/04/2021; Nectar Data Only
License Eggs Medium Eggs Small Eggs Total Shell Eggs Giant Eggs Luxury Eggs Premium Large
Eggs
Standard Large
Eggs
©Nectar360 2021
Relaxation of restrictions
and economic recovery have
driven a rapid improvement
in shoppers opinions of
economic outlook
18
Nectar360May 2021
Financial Situation - UKOptimism around the UK economy has risen sharply and now exceeds pessimism for the first time in 3 years
Source: Grocery tracker, base ~2000 interviews / month©Nectar360 2021 19
Nectar360 May 2021
I expect the general economic situation to get better/worse in the next 6 months
25%23%23%
20%20%22%
18%18%17%16%18%19%18%17%16%16%
18%21%
30%28%27%
13%16%
20%
24%
28%25%
20%
15%
23%21%20%
36%38%
49%43%
39%41%
47%46%45%
49%51%
54%54%
49%
45%46%49%
55%53%
50%47%
40%41%38%
67%
74%71%
64%
59%61%62%
67%
57%54%
58%
43%41%
29%
Ju
n'1
8
Ju
l'18
Au
g'1
8
Se
p'1
8
Oc
t'1
8
No
v'1
8
De
c'1
8
Ja
n'1
9
Fe
b'1
9
Ma
r'1
9
Ap
r'1
9
Ma
y'1
9
Ju
n'1
9
Ju
l'19
Au
g'1
9
Se
p'1
9
Oc
t'1
9
No
v'1
9
De
c'1
9
Ja
n'2
0
Fe
b'2
0
Ma
r'2
0
Ap
r'2
0
Ma
y'2
0
Ju
n'2
0
Ju
l'20
Au
g'2
0
Se
p'2
0
Oc
t'2
0
No
v'2
0
De
c'2
0
Ja
n'2
1
Fe
b'2
1
Ma
r'2
1
Ap
r'2
1
Get Better Get Worse
Financial Situation - PersonalThis is reflected in personal impact, more now feeling their own finances will improve
Source: Grocery tracker, base ~2000 interviews / month©Nectar360 2021 20
Nectar360 May 2021
How I expect the financial position of my household to change over the next 6 months
26%27%
23%
26%26%
23%23%23%22%
24%23%23%23%
22%21%
22%
27%27%28%
30%
18%
15%16%
18%18%17%
16%15%
17%16%
15%
21%
23%
23%
30%
23%
28%
26%25%
28%28%
31%31%30%
26%27%
26%
30%30%29%
24%25%
24%
21%
35%
42%
38%
32%
30%
32%
30%
32%
28%
26%27%
24%
20%
17%
Ju
n'1
8
Ju
l'18
Au
g'1
8
Se
p'1
8
Oc
t'1
8
No
v'1
8
De
c'1
8
Ja
n'1
9
Fe
b'1
9
Ma
r'1
9
Ap
r'1
9
Ma
y'1
9
Ju
n'1
9
Ju
l'19
Au
g'1
9
Se
p'1
9
Oc
t'1
9
No
v'1
9
De
c'1
9
Ja
n'2
0
Fe
b'2
0
Ma
r'2
0
Ap
r'2
0
Ma
y'2
0
Ju
n'2
0
Ju
l'20
Au
g'2
0
Se
p'2
0
Oc
t'2
0
No
v'2
0
De
c'2
0
Ja
n'2
1
Fe
b'2
1
Ma
r'2
1
Ap
r'2
1
Get Better Get Worse
©Nectar360 2021
Government roadmap for
international travel has
resulted in more collectors
planning to travel – however
the majority plan to spend
summer 2021 in the UK
21
Nectar360May 2021
Comfort making future travel plansGovernment roadmap for international travel means more Nectar customers feel comfortable booking future holidays
Source: Nectar360 Omnibus/Travel Tracker ~ 2,000 per month. Q. Now thinking about your future holiday plans, how comfortable do you feel as of now to make your future holiday bookings?
©Nectar360 2021 22
Nectar360 May 2021
62%59%
52%
58%
64%62% 61% 62%
67% 67%
52%50%
22%25%
30%
25% 24%21% 20% 20%
17% 17%
28%30%
Somewhat uncomfortable/Not comfortable at all
Very comfortable/Somewhat comfortable
How comfortable do you feel as of now to make your future holiday bookings?
Travel plansAs the 3rd lockdown eases, more people are beginning to plan trips out of home – closing in on last summer’s levels
Source: Nectar360 Omnibus/Travel Tracker ~ 2,000 per month. Q. When do you next plan to travel for a holiday that will include at least one night stay away from home?
©Nectar360 2021 23
Nectar360 May 2021
When do you next plan to travel for a holiday that will include at least one night stay away from home?
1%3%
16% 17%15%
5%3% 2% 1% 1% 1%
5%
12%
May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21
Plan in next month
Travel plansCustomers’ summer plans are becoming more certain, with the majority intending to stay in the UK
Source: Nectar360 Omnibus/Travel Tracker ~ 2,000 per month. Q . And thinking ahead to summer 2021, what are your current holiday plans?
©Nectar360 2021 24
Nectar360 May 2021
What are your current travel plans for summer 2021?
9%12%
18%
8%
16%
8%6%
4% 4% 5%
18%
14%11% 11%
13%
30%
34%
38%
50% 51%46%
44%
39%
32%
24%
Dec-20 Jan-21 Feb-21 Mar-21 Apr-21
Comfort with travellingDrop in Covid case rates and vaccine rollout has helped improve comfort travelling on different modes of transport
Source: Nectar360 Omnibus/Travel Tracker ~ 2,000 per month. Q. And how comfortable do you feel using these modes of transport? Proportion responding very comfortable / somewhat comfortable
©Nectar360 2021 25
Nectar360 May 2021
93% 95% 93% 93% 94% 93% 91% 90% 91% 92% 93%
51% 50%47% 45%
49%45% 43% 45% 44%
48% 46%
31% 32%36% 35%
46%43%
38%34%
39%45% 46%
27% 27% 27% 25%
36% 35% 33%29%
32%38% 37%
Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21
Car Bicycle Train Plane
How comfortable do you feel using these modes of transport?
©Nectar360 2021
Easing of Covid restrictions has seen some signs of behaviour returning to pre-pandemic norms
Nectar360 May 2021
Resurgence of frequent, small shops means basket size is now only up 4% YoY, having been 50%+ in 1st lockdown
Average basket size almost back to pre-Covid
Despite easing of restrictions / return to physical stores,
400k+ additional customers shopped for groceries online in
last 12 weeks YoY
Online shopping continues to grow
Economic outlook for both personal and national finances rebounded sharply, 49% think UK’s situation will improve in 6
months
Consumer optimism recovering well
Summer holiday plans are looking more certain
A quarter are still waiting to see how covid plays out, but
most people are now planning to spend the summer in the
UK
©Nectar360 2021
Why not check out the latest articles on the Nectar 360 site?
Nectar360May 2021
On March 23rd 2020, the UK went into its first national lockdown. In the year that followed, across 2 more lockdowns and a colossal vaccine roll-out, the nation’s shopping behaviour was radically shifted. Read more here.
Customers’ health goals shifted throughout a year like no other, with exercise booming through the summer of 2020 and dropping off in the winter. Other health goals also changed, with consumers focusing on both physical and mental health. Read more here.