Table of Contents
Executive Summary – UK
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- Food retailers take half of all retail sales
- Tesco and ASDA are making all the running in the sector
- Sainsbury’s still has much to do
- Morrisons facing a daunting challenge
- Internet shopping still tiny
- Potential in the C-store sector
- Demand slowing
- Europe
- European market size of €972 million
- Food retailers…
- Non-food the driver
- Price
- But signs of change?
- Demand turning down across Europe
- A tough year in prospect
- Consolidation levels
- Bid speculation
- A mixed performance for the future
- Eastern Europe will continue to outpace the pack
Premier Insight
European Outlook
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- Morrisons Safeway deal
- Other corporate activity
- Strategic alliances
- Ahold update
- Company prospects in home markets
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- Figure 1: Europe: Leading food retailers’ market share trends in domestic market
- Mixed outcomes on the international front
- Pricing issues
- Product and brand development
- George stand-alones
- More clothing
- Auchan vs Carrefour
- E-commerce
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- Figure 2: Europe: Leading retailers e-commerce activities, 2003/04
- Forecasts
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- Figure 3: Europe: Food retailers’ sales forecasts and growth rates by country, 2003-08f
- Future relative performance
- Future absolute performance
Report Scope
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- Report structure and content
- Food retailing sector
- Store definitions
- Buying groups, voluntary groups and co-operatives
Background Data – United Kingdom
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- Population
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- Figure 4: UK: Population trends, 1999-2003
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- Figure 5: UK: Population, by age group and sex, 2003
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- Figure 6: UK: Households, 2003
- Figure 7: UK: Regions and major cities, 2002
- Economy
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- Figure 8: UK: Gross domestic product, 1995-2003
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- Figure 9: UK: Consumer prices, 1997-2003
- Figure 10: UK: Consumer expenditure, 1995-2003
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- Figure 11: UK: Detailed breakdown of consumer expenditure, 1999-2003
The UK Food Retail Sector
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- The UK food, drink and tobacco market
- Market value and trends
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- Figure 12: UK: Consumer spending on food, drink and tobacco, 1999-2003
- Figure 13: UK: Consumer spending on food, drink and tobacco as % all retail sales, 1999-2003
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- Figure 14: UK: Spending on food and drink, 1999-2003
- Figure 15: UK: Growth in consumer spending on food, drink and tobacco, 1999-2003
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- Figure 16: UK: Key grocery non-food markets, 1999-2003
- Figure 17: UK: Grocery non-foods spending as % all retail sales, 1999-2003
- Product breakdown
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- Figure 18: UK: Average weekly household spending on food, 2001/02
- Channels of distribution
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- Figure 19: UK food retailers: Estimated sales breakdown, 2003
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- Figure 20: UK: Inflation in food, drink and tobacco, 1999-2003
- Food retailers
- Sales values and trends
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- Figure 21: UK: Food retailers' sales, 1999-2003
- Scale advantages
- Consumer advantages
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- Figure 22: UK: Food retailers' sales as % all retail sales, 1999-2003
- Figure 23: UK: Food retailers' sales, by type of retailer, 1999-2003
- Home shopping
- Enterprise and outlet data
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- Figure 24: UK: Food retail outlets, by sector, 1998-2002
- Leading players
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- Figure 25: UK: Leading players, 2002/03
- Market shares
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- Figure 26: UK: Top ten food retailers' market share, 2003
Prospects and Forecasts
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- Prospects
- Consolidation
- Market leaders nervous?
- Consumers still benefiting
- No consumer revolt
- Sainsbury’s
- Morrisons – Safeway
- Internationalisation
- Forecasts
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- Figure 27: UK: Food retailing prospects, 2003-08
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- Figure 28: UK: Food retailers' sales as % all retail sales, 2003-08
European Consumer Trends
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- Key consumer findings
- How often do they shop?
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- Figure 29: Frequency of major and other grocery shopping, day for major and other grocery shopping, distance travelled and transport used, 2004
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- Figure 30: Europe: Frequency of major shopping trips, by country, 2004
- Where do they shop?
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- Figure 31: Type of shop used for major and other grocery shopping and level of spending, 2004
- Consumer attitudes
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- Figure 32: Agreement with attitudes towards shopping and food in Germany, Spain, France and Great Britain, 2004
- Consumer typologies
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- Figure 33: Consumer typologies, by country, 2004
UK Consumer Trends
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- How often do you shop?
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- Figure 34: Frequency of major and other grocery shopping, day for major and other grocery shopping, distance travelled and transport used, GB, 2002-04
- Where do you shop?
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- Figure 35: Type of shop used for major and other grocery shopping and level of spending, GB, 2002-04
- Consumer typologies
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- Figure 36: Consumer typologies in Great Britain, 2004
The Consumer
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- Key consumer findings
- Market penetration
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- Figure 37: Source of main grocery shopping, UK, 1996-2004
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- Figure 38: Stores used for main grocery shop, 1996 and 2004
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- Figure 39: Other stores used for grocery shopping (excluding stores used for main grocery shopping), UK, 1996-2004
- The big four
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- Figure 40: Outlets visited for any grocery shopping in the last three months, by gender, age and socio-economic group, August 2004
- ASDA, Sainsbury’s and Tesco
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- Figure 41: Shopping for groceries at ASDA, Sainsbury’s and Tesco, by age, August 2004
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- Figure 42: Shopping for groceries at ASDA, Sainsbury’s and Tesco, by socio-economic group, August 2004
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- Figure 43: Shopping for groceries at ASDA, Sainsbury’s and Tesco, by ACORN category, August 2004
- Safeway and Morrisons
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- Figure 44: Shopping for groceries at Morrisons and Safeway, by age, August 2004
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- Figure 45: Shopping for groceries at Morrisons and Safeway, by socio-economic group, August 2004
- Primary shoppers as share of all shoppers
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- Figure 46: Primary shoppers as % of all shoppers, 1996-2004
- Secondary grocery retailers
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- Figure 47: Outlets visited for any grocery shopping in the last three months, by gender, age and socio-economic group, August 2004
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- Figure 48: Smaller grocery retailers – visitors and market share, 2003/04
Consumer Attitudes and Typologies
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- Key consumer findings
- Key topics
- Identifying targets
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- Figure 49: Consumer typologies for shopping at supermarkets, August 2004
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- Figure 50: Consumer typologies, by gender, age and socio-economic group, August 2004
- Internet grocery shopping
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- Figure 51: Agreement with statements about grocery shopping on the Internet, August 2004
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- Figure 52: Agreement with statements about grocery shopping on the Internet, by gender, age and socio-economic group, August 2004
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- Figure 53: Agreement with statements about grocery shopping on the Internet, by regular source of grocery shopping, August 2004
- Non-foods
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- Figure 54: Agreement with statements about non-food products in grocery stores, August 2004
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- Figure 55: Purchasing of non-food items from supermarkets, by gender, age and socio-economic group, August 2004
- Price – perception is everything
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- Figure 56: Consumer perceptions of pricing compared with a year ago at supermarket where they do main grocery shopping, August 2004
- Cross-shopping
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- Figure 57: Cross analysis of stores used for regular grocery shopping, August 2004
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- Figure 58: Cross analysis of stores used for regular grocery shopping, August 2004
- Who buys what?
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- Figure 59: Food product ranges regularly purchased, August 2004
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- Figure 60: Food product ranges regularly purchased, by gender, age and socio-economic group, August 2004
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- Figure 61: Buyers of fresh and ready prepared foods, by age, August 2004
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- Figure 62: Buyers of healthy Eating ranges, by region, 2004
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- Figure 63: Own-brand buying patterns, by supermarkets regularly shopped, August 2004
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- Figure 64: Buyers of Hot-takeaway food, by supermarkets regularly shopped, August 2004
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- Figure 65: Buyers of chilled ready meals and hot takeaway food, by ACORN category, August 2004
- Loyalty
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- Figure 66: Number of outlets visited, August 2004
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- Figure 67: Regular Shopping for groceries at major stores, by number of outlets visited, August 2004
UK Advertising Expenditure
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- Figure 68: Main media advertising expenditure by leading supermarkets and grocery chains, 1999-2003
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- Figure 69: Main media advertising by leading supermarkets and grocery chains, by media used, 2003
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Appendix 1
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- Figure 70: Source of main grocery shopping, other shops used for grocery shopping and any grocery shopping in the last three months, August 2004
- Figure 71: Primary shoppers as % all shoppers, 1996-2004
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- Figure 72: Outlets visited for any grocery shopping in the last three months, by gender, age and socio-economic group, August 2004
- Figure 73: Outlets visited for any grocery shopping in the last three months, by lifestage and Mintel’s Special Groups, August 2004
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- Figure 74: Outlets visited for any grocery shopping in the last three months, by region and ACORN category, August 2004
- Figure 75: Outlets visited for any grocery shopping in the last three months, by media and commercial TV viewing, August 2004
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- Figure 76: Outlets visited for any grocery shopping in the last three months, by gender, age and socio-economic group, August 2004
- Figure 77: Outlets visited for any grocery shopping in the last three months, by lifestage and Mintel’s Special Groups, August 2004
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- Figure 78: Outlets visited for any grocery shopping in the last three months, by region and ACORN category, August 2004
- Figure 79: Outlets visited for any grocery shopping in the last three months, by media and commercial TV viewing, August 2004
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Appendix 2
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- Figure 80: Interest in shopping for groceries on the Internet, by gender, age and socio-economic group, August 2004
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- Figure 81: Interest in shopping for groceries on the Internet, by lifestage and Mintel’s Special Groups, August 2004
- Figure 82: Interest in shopping for groceries on the Internet, by region and ACORN category, August 2004
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- Figure 83: Interest in shopping for groceries on the Internet, by media and commercial TV viewing, August 2004
- Figure 84: Interest in shopping for groceries on the Internet, by outlets visited for groceries, August 2004
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- Figure 85: Consumer perceptions of pricing compared with a year ago at supermarket where you do main grocery shopping, August 2004
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- Figure 86: Food product ranges regularly purchased, by gender, age and socio-economic group, August 2004
- Figure 87: Food product ranges regularly purchased, by lifestage and Mintel’s Special Groups, August 2004
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- Figure 88: Food product ranges regularly purchased, by region and ACORN category, August 2004
- Figure 89: Food product ranges regularly purchased, by media and commercial TV viewing, August 2004
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- Figure 90: Food product ranges regularly purchased, by source of regular grocery shopping, August 2004
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- Figure 91: Purchasing of non-food items from supermarkets, by gender, age and socio-economic group, August 2004
- Figure 92: Purchasing of non-food items from supermarkets, by lifestage and Mintel’s Special Groups, August 2004
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- Figure 93: Purchasing of non-food items from supermarkets, by region and ACORN category, August 2004
- Figure 94: Purchasing of non-food items from supermarkets, by media and commercial TV viewing, August 2004
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- Figure 95: Purchasing of non-food items from supermarkets, by source of regular grocery shopping, August 2004
- Figure 96: Cross analysis of stores used for regular grocery shopping, August 2004
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- Figure 97: Cross analysis of stores used for regular grocery shopping, August 2004
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- Figure 98: Consumer typologies, by gender, age and socio-economic group, August 2004
- Figure 99: Consumer typologies, by lifestage, working status and Mintel’s Special Groups, August 2004
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- Figure 100: Consumer typologies, TV region, commercial TV viewing and media usage, August 2004
- Figure 101: Consumer typologies, by stores used for grocery shopping, August 2004
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- Figure 102: Purchasing of luxury and budget own brands, by Internet usage for groceries, August 2004
- Figure 103: Purchasing of luxury and budget own brands, by gender, age and socio-economic group, August 2004
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- Figure 104: Purchasing of luxury and budget own brands, by lifestage, working status and Mintel’s Special Groups, August 2004
- Figure 105: Purchasing of luxury and budget own brands, by TV region, commercial TV viewing and media used, August 2004
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- Figure 106: Consumer typologies, by shopper loyalty, August 2004
- Figure 107: Purchasing of luxury and budget own brands, by shopper loyalty, August 2004
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Company Profile: Aldi Gruppe
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- Market shares
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- Figure 108: Aldi: Share of all German food retailers’ sales, 1999-2003
- Figure 109: Aldi: Share of all European food retailers’ sales, 1999-2003
- Background
- Foundation
- Two companies formed
- International expansion
- Next steps
- Financial data
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- Figure 110: Aldi Gruppe: Estimated European sales data, 1999-2003
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- Figure 111: Aldi gruppe: Estimated European sales breakdown, 2003
- Outlets
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- Figure 112: Aldi Gruppe: European outlet data, 2001-03
- Non-European activities
- Products
- Inhouse brands
- Local knowledge
- E-commerce
- SWOT
Company Profile: Wm Morrison
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- Market shares
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- Figure 113: Morrisons: Sales as share of all UK food retailers' sales, 1999-2003
- Figure 114: Safeway: Sales as share of all UK food retailers' sales, 1999-2003
- Background
- History
- Surprise bid for Safeway
- The deal
- Integration
- Regulatory and other store disposals
- Financial data
- Morrisons
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- Figure 115: Wm Morrison: Financial performance, 1999/2000-2003/04
- Safeway
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- Figure 116: Safeway: Financial performance, 1998/99-2002/03
- Figure 117: Safeway-BP Joint Venture: Financial performance, 1998/99-2002/03
- Group interim results 2004/05
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- Figure 118: Wm Morrison: Interim financial performance, 2003/04 and 2004/05
- Outlets
- Morrisons
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- Figure 119: Morrisons: Outlet data, 1999/2000-2003/04
- Safeway
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- Figure 120: Safeway: Store portfolio by store size, 2002/03
- Figure 121: Safeway-BP Joint Venture: Outlet data, 1998/99-2002/03
- Group store portfolio at October 2004
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- Figure 122: Wm Morrison: Outlet data, October 2004
- Store development plans…
- …and disposals
- Products
- E-commerce
- SWOT
Company Profile: J Sainsbury
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- Market shares
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- Figure 123: Sainsbury’s supermarkets: Share of all UK food retailers' sales, 1999-2003
- Background
- History
- Diversification
- Halcyon days over
- Business transformation programme fails and profits due to slump
- Refocus on UK
- Management changes
- 2004 business review
- Financial data
- Group
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- Figure 124: J Sainsbury: Group financial performance, 1999/2000-2003/04
- Sainsbury’s Supermarkets
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- Figure 125: Sainsbury’s supermarkets, 1999/2000-2003/04
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- Figure 126: Sainsbury’s supermarkets: Sales growth, 1999/2000-2003/04
- First half results 2004/05
- Outlets
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- Figure 127: Sainsbury’s supermarkets: Outlet data, 1999/2000-2003/04
- Convenience stores
- 2004/05
- Products
- Food
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- Figure 128: Sainsbury’s supermarkets: Own label food portfolio, March 2004
- Non-foods
- E-commerce
- Nectar card
- Financial services
- SWOT
Company Profile: Schwarz
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- Market share
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- Figure 129: Schwarz: Share of all German food retailers’ sales, 1999-2003
- Figure 130: Schwarz: Share of all European food retailers’ sales, 1999-2003
- Background
- Lidl
- Kaufland
- Financial data
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- Figure 131: Schwarz: European food sales data, 1999/2000-2003/04 (est)
- Outlets
- Lidl
- Kaufland
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- Figure 132: Schwarz: European outlet data, 1999/2000-2003/04 (est)
- Products
- Lidl
- Kaufland
- E-commerce
- SWOT
Company Profile: SPAR International
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- Figure 133: SPAR (Europe): Sales as share of all European food retailers sales, 2000-03
- Background
- Financial data
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- Figure 134: Spar international: Sales, 2000-03
- Figure 135: SPAR International: Sales, 2000-03
- Outlets
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- Figure 136: SPAR International: Outlet data, 2001-03
- Products
- E-commerce
- SWOT
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Company Profile: Tesco
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- Market shares
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- Figure 137: Tesco (UK): Sales as share of all UK food retailers' sales, 1999-2003
- Figure 138: Tesco: Share of all European food retailers' sales, 1999-2003
- Background
- History
- UK portfolio – range of formats
- Retailing services
- Loyalty card
- International activity
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- Figure 139: Tesco: International expansion, 1994-2004
- Financial data
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- Figure 140: Tesco: Group financial performance, 1999/2000-2003/04
- UK
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- Figure 141: Tesco UK: Annual increases in financial measures and space, 1999/2000-2003/04
- Rest of Europe
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- Figure 142: Tesco: Like-for-like sales growth, by European country, 2000/01-2003/04
- Other
- Interim results 2004/05
- Outlets
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- Figure 143: Tesco: Outlet data, 1999/2000-2003/04
- UK
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- Figure 144: Tesco: UK store numbers by format type, 2001-05
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- Figure 145: Tesco: UK store portfolio, by size, 2001/02 and 2003/04
- Ireland
- Eastern Europe
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- Figure 146: Tesco: Eastern Europe store numbers, 2002-04f
- Far East
- Products
- Food
- Non-foods
- Logistics
- E-commerce
- SWOT
Company Profile: Wal-Mart (Europe)
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- Market share
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- Figure 147: ASDA: Share of UK food retailers’ sales, 1999-2003
- Figure 148: Wal-Mart Germany: Share of German food retailers sales, 1999-2003e
- Figure 149: Wal-Mart Europe: Share of European food retailers, 1999-2003e
- Background
- History
- Cross-border moves
- Europe
- Financial data
- Group performance
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- Figure 150: Wal-Mart Inc: Group financial performance, 1999/2000-2003/04
- Figure 151: Wal-Mart Europe: Financial performance, 1999/2000-2003/04
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- Figure 152: ASDA: Financial performance in pound sterling, 1999-2003
- Outlets
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- Figure 153: Wal-Mart Europe: Outlet data, 1999/2000-2003/04
- Products
- E-commerce
- SWOT
Mini Company Profiles
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- Iceland
- Background
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- Figure 154: Iceland: Share of all food retailers sales, 1998/99-2003/04
- Financial data
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- Figure 155: Iceland: Financial performance, 1999-2003/04
- Outlets
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- Figure 156: Iceland: Outlet data, 1998/99-2003/04
- Marks & Spencer
- Background
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- Figure 157: M&S UK: Sales by product category, 2003/04
- Figure 158: M&S: Food sales as % all food retailers sales, 1996/97-2003/04
- Corporate
- Food
- Financial data
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- Figure 159: Marks & Spencer (Foods): Financial performance, 1999/00-2003/04
- Outlets
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- Figure 160: Marks & Spencer: Outlet data, 1999/2000-2002/03
- Musgrave
- Background
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- Figure 161: Musgrave Ireland: SuperValu, Centra share of all Irish food retailers sales, 1999/2000-2003/04
- Figure 162: Londis: Sales as % all UK food retailers sales, 1999-2003
- Financial data
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- Figure 163: Musgrave: Group financial performance, 1999-2002
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- Figure 164: Musgrave: Super Valu, Centra sales, 2000-03
- Outlets
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- Figure 165: Musgrave: Outlet numbers, 2001-03
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- Figure 166: Musgrave Ireland: Outlet data, 2000-03
- Somerfield
- Background
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- Figure 167: Somerfield: Sales as % all UK food retailers sales, 1999/2000-2003/04
- Somerfield
- Kwik Save
- Group
- Financial data
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- Figure 168: Somerfield: Financial performance, 1999/2000-2003/04
- Outlets
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- Figure 169: Somerfield: Outlet data, 1998/99-2002/03
- Waitrose
- Background
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- Figure 170: Waitrose: Sales as % all UK food retailers sales, 1999/2000-2003/04
- Home Shopping
- Food and Home
- Financial data
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- Figure 171: Waitrose: Financial performance, 1999/2000-2003/04
- Outlets
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- Figure 172: Waitrose: Outlet data, 1999/2000-2003/04
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