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April 10, 2020
CONSUMER SPENDING TRACKER FOR MEASURED CHANNELS
COVID-19 Impact
U.S., UK, France, Italy, Germany,
New Zealand, Greece, Netherlands
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 2
Executive Summary
• As the COVID-19 outbreak accelerates in Europe and the United States,
governments, businesses, and consumers are changing behaviors rapidly – this is
reflected in consumer purchases in Italy, France, US, Germany, Netherlands,
Greece, New Zealand, and UK
• Across geographies, consumer demand appears to be beginning to stabilize toward
previous year trends although in some categories demand is significantly higher or
lower than the previous year
• In the United States, the second group of states to issue "stay-at-home" orders
showed a spike in Edible product sales slightly later than the first group, but followed
a similar timeline on Nonedible products
• E-commerce is continuing to show very strong growth over last year in US, Italy, and
France. In Italy & France, there is a consistent, increasing shift to E-commerce since
the beginning of the crisis. In the US, in-store sales grew more than E-commerce
initially, but is beginning to revert more online post-stockpiling.
1. MULO includes Grocery, Drug, Mass, Club (excluding Costco), Dollar and DeCA retailers
NEW
Greece
Netherlands
this week
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 3
Document Contents
• Market Context and Conditions
• Consumer Spending Results by
Category, Market and Channel
• Deep Dive:
State-Level Tracking in the U.S.
• Deep Dive:
E-Commerce Results in the U.S.,
Italy and France
• Appendix
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 4
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 5
Countries Are at Different Points in the Crisis and Are Dealing
With Different Levels of Infection During this Analysis Period
Cumulative # of Confirmed Cases as of 4.8.2020
0
200,000
400,000
600,000
800,000
U.S.
Germany
UK
NZ
Netherlands
France
Italy
Greece
Total Past 24 hrs Deaths
363,321 29,510 10,845
55,246 3,634 6,159
969 26 1
19,580 777 2,101
103,228 4,003 1,861
77,226 3,738 10,313
1,832 77 81
135,586 3,039 17,129Apr 8
Source: World Health Organization
France | Mar 13
Ban gatherings
of 100+ people
U.S. | Mar 11
Europe travel ban
U.S. | Mar 16
Many schools,
restaurants,
businesses
close in
impacted areas
U.S. | Mar 21
"Shelter in Place"
orders for CA,
CT, IL, NJ, & NY
Italy | Mar 9
All non-essential
activities shut down
Data in this Analysis
Mar 1 Mar 8 Mar 15 Mar 22 Mar 29
UK/NL/NZ | Mar 23
Non-essential
businesses close
Germany | Mar 22
National restrictions
on activities
Germany | Mar 15
Borders to neighboring
countries closed; all
schools closed 2 days
before
Cases Confirmed
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 6
COVID-Related Restrictions as of 4.8.2020
School Closure
RestrictedAssembly
Non-Essential Business Closure
Domestic Travel
Restrictions
International Travel
Restrictions
Non-Essential Local Mvmt. Restrictions
Italy Mar 4 Mar 9 Mar 12 Mar 9 Mar 9 Mar 22
Greece Mar 10 Mar 16 Mar 13 Mar 23 Mar 18 Mar 22
France Mar 16 Mar 13 Mar 14 Mar 17 Mar 24
Germany Mar 16 Mar 22 Mar 16 Mar 18 Mar 16
Netherlands Mar 15 Mar 15 Mar 23 Mar 19
New Zealand Mar 23 Mar 19 Mar 23 Mar 25 Mar 19 Mar 25
UK Mar 23 Mar 23 Mar 23 Mar 17 Mar 17 Mar 23
U.S. by state Mar 16 by state Mar 12 by state
Source: Literature Search
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 7
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 8
Source: IRI POS Data Ending March 29, 2020
Sales Begin to Normalize to Prior Year Levels Across All Countries
Week Ending Feb 9 – March 29, 2020
Local Currency Sales % Change vs. Year Ago
9%6%4%
29%
-8%
10%
12%12%
60%
0%
20%
40%
-20%
NZ
U.S.
Italy
Germany
France
Netherlands
UK
Greece
Feb 23Feb 16Feb 9 Mar 1 Mar 15 Mar 29
Stockpiling begins
Mar 8 Mar 22
Stockpiling beginsStockpiling begins
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 9
LEGEND
Consumers in Most Countries Are Shifting to
Steady-State Purchasing Post-Stockpiling
% Change Most Recent
Week vs. Year ago,
Based on Local Currency
Italy Greece France Germany Netherlands NZ UK US
TOTAL STORE 9.3% 11.8% 5.6% 4.0% 12.1% 29.7% -7.7% 10.0%
Total Nonedible -7.9% 3.3% -10.1% -2.6% 32.0% 29.6% -23.3% 4.1%
Total Edible 13.2% 15.0% 8.9% 5.8% 11.2% 29.7% -3.9% 14.1%
Paper Products 19.9% 6.8% 27.1% 28.7% 42.1% 41.7% 31.1% 40.7%
Home Care 15.0% -1.0% 13.3% 5.2% 33.2% 40.5% 7.8% 21.6%
OTC Healthcare 17.0% 44.9% -17.7% -3.2% -8.8% 45.3% 12.5% 4.9%
Personal Care -12.0% -3.3% -32.2% -15.9% 46.8% 12.0% -3.2% -4.1%
Pet Food + Care 11.2% 3.3% 2.8% -7.6% 1.3% 23.9% -7.0% -6.1%
Gen Merchandise -42.2% 1.2% NA 12.1% 25.0% 19.9% -50.8% 1.8%
Cosmetics -7.2% -14.3% -75.3% 1.3% 64.5% 38.4% -49.4% -21.3%
Beverage 1.8% 5.4% -5.0% -6.6% 8.5% 21.1% -6.3% -1.7%
Packaged Food 18.5% 17.6% 17.5% 15.2% 18.1% 35.9% -0.5% 21.0%
Alcohol 12.5% 17.8% -12.1% -6.6% 0.2% 23.8% 0.6% 20.5%
Baby Food +
Care5.5% -25.0% -14.6% -35.5% -15.7% 3.2% -19.8% -20.2%
Dairy 22.6% 18.9% 18.3% 5.1% 13.3% 26.8% 2.0% 20.9%
Frozen Foods 29.9% 17.9% 26.5% 15.2% 9.3% 50.7% 3.5% 31.3%
Fresh Foods 7.4% 34.3% 7.1% 16.7% 5.7% 16.9% -8.0% 10.5%
50%+
20% to 50%
10% to 20%
0% to 5%
-20% to 0%
5% to 10%
<-20%
Source: IRI POS data Week Ending March 29, 2020 vs year ago / Note: Exact product categorization varies slightly by country
NO
NE
DIB
LE
ED
IBL
E
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 10
Nonedible Edible
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending March 29, 2020
Italy: Nonedible Categories Generally Trending Down;
Frozen Foods Continues Driving Edible
Week Ending Feb 9 – March 29 2020
€ Sales % Change vs. Year Ago
20%
105%
77%
17%
-12%
11%
-42%
-7%
-20%
3/222/9 3/292/16 2/23 3/1 3/8 3/15
20%
-40%
0%
40%
60%
80%
100%
120%
180% 167%
Paper Products
General Merch.
Pet Food + Care
Home Care
OTC Healthcare
Cosmetics
Personal Care2%
19%13%
23%30%
7%
-40%
2/16 2/23
100%
2/9 3/223/8
-20%
0%
20%
40%
60%
180%
80%
120%
3/1 3/15 3/29
Frozen Foods
Packaged Food
Dairy
Alcohol
Fresh Foods
Baby Food + Care
Beverage
Stockpiling begins Stockpiling begins
Italy
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 11
Nonedible Edible
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending March 29, 2020
France: OTC Healthcare, Personal Care & Cosmetics Decline vs.
Year Ago After Significant Stockpiling; Edible Categories Flattening
Week Ending Feb 9 – March 29 2020
€ Sales % Change vs. Year Ago
107%
27%13%
-18%
83%
-32%
3%
-64%
-75%
60%
-60%
2/9
80%
-40%
-20%
0%
20%
40%
100%
120%
2/23 3/8 3/222/16 3/1 3/15 3/29
Paper Products
Pet Food + Care
Home Care
OTC Healthcare
Personal Care
Cosmetics
-5%
18%
-12%-15%
18%
27%
7%
-40%
-60%
3/1
-20%
20%
2/23
0%
60%
40%
80%
100%
120%
3/222/9 3/82/16 3/15 3/29
Frozen Foods
Dairy
Beverage
Packaged Food
Fresh Foods
Alcohol
Baby Food + Care
Stockpiling beginsStockpiling begins
France
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 12
Nonedible Edible
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending March 29, 2020
Germany: Nonedible Categories Stabilizing to
Prior Year Levels; Edible Categories Flattening
Week Ending Feb 9 – March 29 2020
€ Sales % Change vs. Year Ago
109%
29%
5%
-3%
-16%-8%
12%
1%0%
3/8
50%
100%
150%
2/9 3/222/232/16 3/1 3/15 3/29
Paper Products
General Merch.
OTC Healthcare
Home Care
Cosmetics
Pet Food + Care
Personal Care
-7%
15%
-35%
5%
17%
3/22
0%
2/23
150%
50%
100%
3/1 3/82/9 2/16 3/15 3/29
Dairy
Baby Food + Care
Fresh Foods
Alcohol
Frozen Foods
Packaged Food
Beverage
Stockpiling beginsStockpiling begins
Germany
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 13
Nonedible Edible
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending March 29, 2020
134%
31%
8%
122%
12%
-3%-7%
-51%-49%
100%
-20%
3/22
80%
-40%
20%
60%
0%
40%
120%
140%
2/9 2/23 3/82/16 3/1 3/15 3/29
Pet Food + Care
Paper Products
Personal Care
Home Care
OTC Healthcare
Cosmetics
General Merch
-6%0%
-20%
2%4%
-8%
0%
-40%
2/23
40%
2/16
100%
-20%
120%
20%
60%
140%
80%
3/223/82/9 3/1 3/15 3/29
Frozen Foods
Beverage
Dairy
Fresh Foods
Alcohol
Packaged Food
Baby Food + Care
UK: Nonedible Categories Stabilizing to Prior Year Levels;
Edible Categories Flatten Without Easter Spikes
Week Ending Feb 9 – March 29 2020
£ Sales % Change vs. Year Ago
Stockpiling beginsStockpiling begins
UnitedKingdom
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 14
Nonedible Edible
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending March 29, 2020
41%
22%
5%
-4%-6%
2%
-21%-20%
-40%
0%
20%
40%
60%
80%
3/29
100%
120%
3/15
140%
2/9 2/23 3/8 3/222/16 3/1
213%
103%
Pet Food + Care
General Merch.
Paper Products
Home Care
OTC Healthcare
Personal Care
Cosmetics
-2%
21%21%
-20%
31%
10%
-40%
140%
20%
0%
80%
-20%
40%
60%
100%
120%
2/9 2/23 3/82/16 3/223/1 3/15 3/29
Fresh Foods
Frozen Foods
Packaged Food
Alcohol
Dairy
Beverage
Baby Food + Care
US: Paper Products Continue Trending Down, But Still Driving
Nonedible Increases; Edible Flattening, But Still Elevated vs. PY
Week Ending Feb 9 – March 29 2020
$ Sales % Change vs. Year Ago
Stockpiling beginsStockpiling begins
UnitedStates
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 15
Note: MULO includes Grocery, Drug, Mass, Club (excluding Costco), Dollar and DeCA retailers. Source: IRI POS data ending March 29, 2020.
US: Convenience Stores Beginning to Take a Hit
as More States Implement Shelter in Place
Week Ending Feb 9 – March 29 2020
$ Sales % Change vs. Year Ago
2%
63%58%
14%
3% 0%
50%
30%
20%
2/16
0%
-10%
10%
40%
60%
3/82/232/9 3/223/1 3/15 3/29
11%
-9%
MULO
Convenience
Stockpiling Begins
UnitedStates
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 16
As Consumers Shift from Stockpiling to Steady-State,
Purchases Skew More Toward Edible Categories
Weeks Ending March 15 – Mar 29 2020 | Portion of Local Currency Sales
Source: IRI POS data ending March 29, 2020
EDIBLE
NONEDIBLE
Italy France Germany UK United States
81% 83% 84%
19% 17% 16%
Early Stockpile
Mar 8
Peak SpendMar 15
Cool Down
Mar 29
76% 77% 79%
24% 23% 21%
Peak SpendMar 15
Early Stockpile
Mar 8
Cool Down
Mar 29
81% 81% 83%
19% 19% 17%
Early Stockpile
Mar 8
Cool Down
Mar 29
Peak SpendMar 22
73% 75% 78%
27% 25% 22%
Cool Down
Mar 29
Early Stockpile
Mar 8
Peak SpendMar 15
84% 82% 85%
16% 18% 15%
Peak SpendMar 15
Early Stockpile
Mar 8
Cool Down
Mar 29
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 17
Top Growing Subcategories by Country
(Latest Week)
Source: IRI POS data Week Ending March 29, 2020 vs year ago.
EDIBLE
NONEDIBLE
Italy France Germany UK United States
SUBCATEGORY % CHG
Brewer's Yeast &
Ferments286.8%
Flour 218.6%
Accessories /
Gloves194.3%
Pastry
Ingredients164.0%
Hair Coloring 119.0%
Mascarpone 119.0%
Alcohol
(denatured)110.0%
Dried Legumes 97.5%
Snacks - Salted
(Corn)90.4%
Other Mixed Fruit
- Packaged89.1%
SUBCATEGORY % CHG
Cleaning Gloves 249.6%
Yeast and Flavored
Sugar183.6%
Flours 170.5%
Bleach 124.1%
Bath Soaps 97.9%
Multipurpose
Household
Cleaners
67.0%
Cheeses to
consume hot65.8%
Canned Tomatoes 64.4%
Honeys 63.1%
Desserts Mixes 61.8%
SUBCATEGORY % CHG
Dry/Rfg Yeast 282.3%
Low Sugar/Cal
Soft Drinks185.8%
Disposable
Gloves178.3%
Flour 145.0%
Powdered Milk 138.3%
Spray Disinfectant 132.4%
Rfg Canned Ham 130.0%
Playing Cards 127.8%
Cookie/Cookie
Bar Mixes126.2%
Bread Mixes 123.4%
SUBCATEGORY % CHG
Household Gloves 219.1%
Damp Cleaning
Tissues191.4%
Hygiene/Sanitary
Cleaner169.1%
Meat Poultry
Chilled110.5%
Hand / Nail Cream
-Lotion -Gel93.6%
Soap 93.1%
Grain Flour 85.6%
Natural Remedy
Tonic74.9%
Dried Potato
Dumplings71.2%
Chilled Fresh
Dough68.2%
SUBCATEGORY % CHG
A/V & Computing
Electronics53.6%
Canned Meats 40.5%
Cleaning Products 34.2%
Soup 33.9%
Household Paper 31.1%
Dry Pasta &
Noodles30.8%
Sausages 29.2%
Foils & Wraps 28.2%
Cooking Products 27.6%
Preserves &
Spreads27.2%
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 18
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 19
A Few States Had Earlier Impacts from COVID-19 or Reacted
More Quickly With Stay-at-Home or Shelter-in-Place Orders
Stay at Home Orders
Massachusetts
Minnesota
Montana North Dakota
Idaho
Washington
Arizona
California
Colorado
Nevada
New Mexico
Oregon
Utah
Wyoming
Arkansas
Iowa
Kansas Missouri
Nebraska
Oklahoma
South Dakota
LouisianaTexas
Connecticut
New Hampshire
Rhode Island
Vermont
Alabama
Florida
Georgia
Mississippi
South Carolina
IllinoisIndiana
Kentucky
North Carolina
Ohio
Tennessee
Virginia
Wisconsin
West Virginia
Delaware
District of Columbia
Maryland
New Jersey
New York
Pennsylvania
Maine
Michigan
Alaska
Hawaii
Phase 1 (as of 3/15)
• California
• Washington
• Ohio
Phase 2 (as of 3/22)
• New York
• Illinois
• Connecticut
• New Jersey
• Louisiana
• Delaware
UnitedStates
Source: IRI, BCG Analysis, MULO+C.
1. Phase 1: Stay at home, shelter-in-place as of WE 03-15-20; 2. Phase 2: Stay at home, shelter-in-place as of WE 03-22-20
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 20
Nonedible Edible
Phase 2 Spiked Edible Sales After Phase 1, But Similar
Pattern to the Rest of the Country on Nonedible
$ Sales % Change vs. Year Ago
3/1 3/223/152/232/9 2/16
40
3/8
30
10
50
0
60
70
3/29
80
20
Phase 2
Total U.S.
Phase 1 3/12/23
20
3/22 3/29
0
3/8
30
2/16
40
3/15
50
60
70
80
2/9
10Phase 2
Phase 1
Total U.S.
Inflection point when
stockpiling begins Inflection point when
stockpiling begins
Phase 2 spike in
Edible Sales
UnitedStates
Source: IRI, BCG Analysis. IRI POS data ending March 29, 2020.
1. Phase 1 areas: CA, OH and WA; previous Edible grocery growth; 2. Phase 2 areas: NY, IL, CT, NJ, DE and LA
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 21
Phase 1
Phase 2
Nonedible Phase 2 Growth Spiked After Phase 1 in OTC Health,
While Home Care and Paper Products Followed a Similar Trend
$ Sales % Change vs. Year Ago
3/12/232/16
250
3/293/8 3/15 3/22
0
50
100
Total U.S.
Inflection point
when
stockpiling begins
Home Care OTC Health Paper Products
3/12/16 2/23 3/8 3/15 3/22 3/29
0
50
100
250
Total U.S.
Inflection point
when
stockpiling begins
3/222/16 2/23 3/1 3/8 3/15 3/29
0
50
100
250
Total U.S.
Inflection point
when
stockpiling begins
Phase 1
Phase 2Phase 1
Phase 2
UnitedStates
1. Phase 1 areas: CA, OH and WA; previous Edible grocery growth; 2. Phase 2 areas: NY, IL, CT, NJ, DE and LA
Source: IRI, BCG Analysis. IRI POS data ending March 29, 2020.
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 22
Phase 1
Phase 2
Edible Increases in Phase 2 Followed
Were More in Line With the Country
$ Sales % Change vs. Year Ago
2/23 3/12/16 3/8 3/15 3/22 3/29
0
50
100
250
Total U.S.
3/12/16 2/23 3/8 3/15 3/22 3/29
0
50
100
250
Total U.S.
3/12/16 2/23 3/153/8 3/22 3/29
0
50
250
100
Total U.S.
Phase 1
Phase 2
Phase 1
Phase 2
UnitedStates
1. Phase 1 areas: CA, OH and WA; previous Edible grocery growth; 2. Phase 2 areas: NY, IL, CT, NJ, DE and LA
Inflection point
when
stockpiling begins
Inflection point
when
stockpiling begins
Inflection point
when
stockpiling begins
Packaged Food Frozen Food Dairy
Source: IRI, BCG Analysis. IRI POS data ending March 29, 2020.
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 23
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 24
In the U.S., E-Commerce Growth Remained High vs. YA
Dollar % Change vs. YA, Total E-Commerce
44% 43%37%
96%
68%
0%
20%
40%
60%
80%
100%
2/2
38%
1k
1/191/5
33%28%
1/12 1/26
34k
76%
38%
2/9
28%
2/16
21%
2/23 3/1 3/153/8
67%
4k
69%69%
3/22
eCommerce - Total
# COVID-19 CaseseCommerce - Edible
eCommerce - Nonedible
January 20: First case
identified in the US
March 11: European Travel
Ban Announced
UnitedStates
Source: IRI eMarket Insights Model, based on 204 releasable eMarket Insights categories. Case count from Worldometer as of 4-6-20
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 25
Panic Buying
in Brick & Mortar
U.S. Consumers Stocked Up More in Store Initially Lowering Ecom
Share of CPG, Now Starting to Revert in Nonedible Post Stock-Up
Total E-Commerce Share of Omni-Channel
28.3% 28.7%
31.5% 31.3%30.5%
29.3% 29.6% 29.9% 30.3%
27.4%
25.4%
27.4%
16.2% 16.2%17.2% 17.5%
16.8%16.0% 15.7%
16.7%17.3%
15.9%
14.1% 14.0%
8.8% 8.6% 8.5% 9.0% 8.7% 8.2% 7.9%8.8% 8.6% 8.2%
7.3%6.6%
2/23/20201/5/2020 2/16/20201/19/20201/12/2020 1/26/2020 2/2/2020 2/9/2020 3/1/2020 3/8/2020 3/15/2020 3/22/2020
Total
Non Edible
Edible
UnitedStates
Source: IRI eMarket Insights Model, based on 204 releasable eMarket Insights categories.
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 26
Home Shipment Regained Share of CPG E-commerce in
the Latest Week as U.S. Consumers Settle More At-Home
Share of CPG E-Commerce Dollar Sales by Fulfillment Type
76% 77% 80% 78% 78% 77% 78% 78% 78% 76% 73%81%
16% 16%14% 15% 16% 16% 15% 16% 16% 17% 19%
12%
9% 8% 6% 6% 7% 7% 7% 6% 6% 7% 8% 7%
1/5/2020 1/12/2020 1/19/2020 2/2/2020 3/22/20201/26/2020 2/9/2020 2/16/2020 3/1/2020 3/8/2020 3/15/2020
Click &
Collect
Home
Shipment
2/23/2020
Delivery
UnitedStates
Source: IRI eMarket Insights, based on 204 releasable eMarket Insights categories and retailers where fulfillment can be determined.
Note: Delivery is to home within a time slot, e.g., Peapod, Instacart, Amazon Fresh. Click & Collect is pick up in store or parking lot. Home Shipment is delivery in box via 3rd party company (UPS, FedEx), e.g., Amazon.com.
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 27
Edible E-Commerce Sales Shifted More Back
to Home Shipment in the Latest Week
Share of E-Commerce Dollar Sales by Fulfillment Type
91% 92% 93% 93% 93% 92% 92% 93% 92% 91% 89% 93%
2%7%
1/12/2020 3/1/20201/26/2020
5% 2%2%
2/2/2020
5%
3/15/20202/9/2020 2/16/2020 2/23/2020
2%
3/8/2020
8%3%2% 5%
Click &
Collect
2% 3%
3/22/2020
Home
Shipment
1/19/2020
Delivery 2%
1/5/2020
6% 5% 6% 2%6% 6% 6% 6% 2%2%
Nonedible
39% 42% 45% 43% 40% 41% 42% 42% 43% 40% 38%52%
39% 39% 38% 40% 41% 40% 40% 41% 40% 41% 43%30%
22% 19% 17% 17% 18% 18% 18% 17% 17% 19% 19% 18%
1/26/20201/19/20201/5/2020 1/12/2020 2/2/2020 2/9/2020 2/16/2020 2/23/2020 3/1/2020 3/8/2020 3/15/2020 3/22/2020
Home
Shipment
Click &
Collect
Delivery
Edible
Source: IRI eMarket Insights, based on 204 releasable eMarket Insights categories and retailers where fulfillment can be determined.
UnitedStates
Note: Delivery is to home within a time slot, e.g., Peapod, Instacart, Amazon Fresh. Click & Collect is pick up in store or parking lot. Home Shipment is delivery in box via 3rd party company (UPS, FedEx), e.g., Amazon.com.
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 28
Italy E-Commerce Sales, Continue to Accelerate
While In-Store Growth is Softening
CPG E-Commerce Sales % Change vs. Year Ago
94%119%
357%
277%
433%
550% 539%
0%
50%
100%
150%
200%
250%
300%
350%
400%
450%
500%
550%
600%
182%
16-
Mar
18-
Feb
19-
Feb
0
20-
Feb
0 2
101%
21-
Feb
0
10-
Mar
13-
Mar
22-
Feb
14-
Mar
23-
Feb
24-
Feb
8-
Mar
25-
Feb
26-
Feb
27-
Feb
1-
Mar
52%82%
28-
Feb
175%
88%
0
29-
Feb
12-
Mar
2-
Mar
17-
Mar
3-
Mar
4-
Mar
5-
Mar
69%
210%
6-
Mar
114%
19-
Mar
7-
Mar
9-
Mar
23-
Mar
11-
Mar
15-
Mar
18-
Mar
20-
Mar
139%
21-
Mar
168%
22-
Mar
107%
24-
Mar
25-
Mar
26-
Mar
27-
Mar
28-
Mar
1
29-
Mar
0 0 0 00 0 1 1 2 3 3 4
17-
Feb
6 7 9 1012
1518
21 2528
32
5
41
47
54
5964
59
6974
81
9298
36
Click & Collect
eCommerce
COVID-19 Cases (k)
Home Delivery / Shipment
11 cities in Lombardia and Veneto are
declared "Red zones" and locked down
All schools and universities
across Italy are closed down
Italy is declared Red zone – the next day
all non-essential activities are shut down
Italy
Source: IRI Italy eCommerce Panel, Dates reflect Monday, 17 February through Sunday, 29 March, 2020. Worldometer as of April 6, 2020.
Note: E-commerce Includes select E-commerce retailers including Amazon, other local eRetailers and the E-commerce operations of traditional Brick & Mortar retailersHome delivery / shipment: goods delivered at doorstep of purchaser, Click & Collect: purchaser submit order online and collects in store, accounts for 9% of total E-commerce..
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 29
In France, E-Commerce Has Consistently Grown Faster
Than In-Store Since the Start of the Pandemic
CPG E-Commerce Sales % Change vs. Year Ago
1301,209
5,423
16,018
40,174
13.2%
5.3%
14.2%
61.6%
75.0%
65.0%
0
10
20
30
40
50
60
70
80
30.2%
16-Feb 15-Mar 22-Mar23-Feb 1-Mar 8-Mar 29-Mar
12 12
E-Com %
share of total6.8% 6.5% 7.4% 8.0% 7.7% 8.5% 10.8%
eCommerce COVID-19 Cases
France
Source: IRI POS Data week Ending March 29, 2020. Worldometer as of April 6, 2020
Note: E-commerce includes Click & Collect and some Home Delivery providers (Home Delivery represents a small portion of sales). Excludes Amazon.
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 30
appendix
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 31
Data Methodology and Notes
IRI tracks POS data weekly (weeks end on Sundays) and has ~one week of required processing time
(E-commerce has ~2 weeks processing time). U.S. National Consumer Panel data is released monthly. Tracker
will be released weekly on Wednesday / Thursday as data is available; deep dives will be refreshed periodically.
U.S. Data• Represents transaction POS
database (accounts
for 80%+ of FMCG sales)
• Data collected in Multi-Outlet
+ Convenience (MULOC)
channels: Grocery, Drug,
Convenience, Mass,
Walmart, Club, Dollar,
and DECA Stores
• Excludes Costco
Greece Data• Represents transaction
POS database, excludes
random weight
• Data collected in Super /
Hyper Markets channels.
Excludes Convenience
Stores, Small Retail,
Discounters and Cash &
Carry
Italy DataExcludes Open Air
Markets estimated at 6%
of total FMCG sales
UK DataAggregated sales across
major grocery retailers
France DataData collected in
hypermarkets, supermarkets,
discount, Convenience stores
and e-shopping
Germany DataIncludes hypermarkets,
supermarkets, and drug stores
Netherlands DataData collected for Supermarket
including online
New Zealand Data• Represents Grocery channel
• Point of Sale data accounting
for 100% of pre-packaged
Grocery sales
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 32
Group Dept % Chg
Paper Products Hygienic Products/ Toilet Paper 19.2%
Paper Products Disposable / Kitchen Rolls 41.4%
Paper Products Disposable / Napkins 15.5%
Home Care Laundry - Washing Machine Detergents -16.0%
Home Care Disposable / Table Accessories -13.7%
Home Care Fabric Softeners -9.3%
Home Care Small Surfaces Detergents 58.7%
Home Care Dishwasher Detergent 41.3%
OTC Healthcare Parapharma / First Aid Medication 11.3%
OTC Healthcare Parapharma / Other 22.4%
OTC Healthcare Parapharma / Diagnostic 35.6%
Group Dept % Chg
Personal Care Oral Hygiene / Toothpaste -2.5%
Personal Care Personal Hygiene / Bath & Shower Gel -2.9%
Personal Care Personal Hygiene / Deodorants -36.5%
Pet Food + Care Pet Care Cats - Nutrition 8.8%
Pet Food + Care Pet Care Dog - Nutrition 10.4%
Pet Food + Care Pet Care Cats - Litters 23.0%
Gen Merch Cell Phones And Accessories -32.6%
Gen Merch Books/Magazines/Newspapers -53.3%
Gen Merch Toys -20.3%
Cosmetics Hair Shampoo -3.2%
Cosmetics Hair Coloring 119.0%
Cosmetics Hair Conditioner -5.8%
Largest Sub-Categories – Nonedible(Based on Prior 52 Week Sales)
Italy
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 33
Group Dept % Chg
Beverage Still Water -10.6%
Beverage Coffee Minced 23.9%
Beverage Cola 3.4%
Beverage Tea -23.0%
Beverage Natural Sparkling Water -4.5%
Packaged Food Sweet Snacks 3.9%
Packaged Food Tunafish In Oil 18.1%
Packaged Food Pasta 22.4%
Packaged Food Extra Olive Oil 4.0%
Packaged Food Snacks - Sweet -12.6%
Alcohol Beer Alcohol 11.5%
Alcohol Wine - Italian Doc 22.9%
Alcohol Wine - Italian Igp 16.2%
Alcohol Brown Spirits 2.5%
Group Dept % Chg
Baby Care Biscuits 18.7%
Baby Care Baby Care / Diapers -29.3%
Baby Care Homogenized 2.6%
Dairy Mature Cheese - Rw 13.7%
Dairy Milk Uht 32.5%
Dairy Mozzarella 54.1%
Dairy Parmesan Cheese 33.9%
Dairy Fresh Milk -3.8%
Frozen Foods Natural Vegs & Fruits 44.6%
Frozen Foods Multipack Ice Creams -0.4%
Frozen Foods Natural Fish 47.5%
Fresh Foods Red Meat - Rw 15.9%
Fresh Foods Slliced Cold Cuts 23.1%
Fresh Foods Fish - Rw -24.5%
Largest Sub-Categories – Edible(Based on Prior 52 Week Sales)
Italy
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 34
Group Dept % Chg
Paper Products Toilet Paper 25.4%
Paper Products All-purpose Paper Towels 39.6%
Paper Products Tissues and Paper 14.2%
Home Care Laundry Cleaners Normal -14.7%
Home Care Multipurpose Household Cleaners 67.0%
Home Care Garbage Bags 32.5%
Home Care Machine Dishwashing Liquid 27.0%
Home Care Hand Dishwashing 16.5%
OTC Healthcare Parapharmacy Accessories 21.2%
OTC Healthcare Diet Suppliments -37.5%
OTC Healthcare Health Products for Shape -17.8%
Group Dept % Chg
Personal Care Shower Gels -39.7%
Personal Care Toothpastes -35.0%
Personal Care Deodorants -52.8%
Pet Food + Care Humid Food For Cat -2.6%
Pet Food + Care Dry Cat Food 2.8%
Pet Food + Care Dry Food For Dogs 2.4%
Cosmetics Cosmetics -75.3%
Largest Sub-Categories – Nonedible(Based on Prior 52 Week Sales)
France
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 35
Group Dept % Chg
Beverage Natural Mineral water -15.1%
Beverage Fruit juice -5.3%
Beverage Colas -3.5%
Beverage Coffee Pod 8.7%
Beverage Roasted Coffee 6.0%
Packaged Food Chocolate Bars 34.4%
Packaged Food Chocolate Confectionery -0.4%
Packaged Food Industrial Viennoiserie 6.5%
Packaged Food Cooking Oil 36.3%
Packaged Food Pasta 21.0%
Alcohol Whiskey -8.6%
Alcohol Speciality Blonde Beers -8.8%
Alcohol Speciality Beers 7.6%
Alcohol Anise -6.1%
Group Dept % Chg
Baby Care Diapers -10.4%
Baby Care Baby Food -13.7%
Baby Care Milk For Baby -23.7%
Dairy Yogurts 7.0%
Dairy Milk 12.8%
Dairy Hard cheese 30.5%
Dairy Butters 32.6%
Dairy Fresh Cream 32.6%
Frozen Foods Ice cream Specialities Individual 7.2%
Frozen Foods Frozen meats 60.0%
Frozen Foods Frozen Fish 59.3%
Fresh Foods Fresh desserts 5.2%
Fresh Foods Cooked ham and shoulder 28.2%
Fresh Foods Eggs 41.0%
Largest Sub-Categories – Edible(Based on Prior 52 Week Sales)
France
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 36
Group Dept % Chg
Paper Products Dry Toilet Paper 24.2%
Paper Products Kitchen Rolls 22.4%
Paper Products Tissues 43.9%
Home Care Heavy Duty Detergents -16.6%
Home Care Machine Dishwasher Detergent 28.3%
Home Care Fabric Softener -18.6%
Home Care Toilet Rim Block 2.1%
Home Care All Purpose Cleaner 30.7%
OTC Healthcare Cold Medicine 20.9%
OTC Healthcare Dry Mineral Products -0.9%
OTC Healthcare Dry Vitamin Products 17.9%
Group Dept % Chg
Personal Care Face Care -24.8%
Personal Care Shampoo -20.3%
Personal Care Toothpaste -19.0%
Pet Food + Care Wet Cat Food -10.3%
Pet Food + Care Dry Dog Food -2.1%
Pet Food + Care Dry Cat Food -2.9%
Gen Merch Phone Cards 4.4%
Gen Merch Air Freshener -9.8%
Gen Merch Household / Garbage Bags 13.8%
Cosmetics Eye Make Up 0.0%
Cosmetics Face Make Up 0.0%
Cosmetics Hair Coloring 22.1%
Largest Sub-Categories – Nonedible(Based on Prior 52 Week Sales)
Germany
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 37
Group Dept % Chg
Beverage Roasted Coffee 0.0%
Beverage Mineral Water -17.1%
Beverage Cola Beverages -4.3%
Beverage Sports Beverages -9.7%
Beverage Fruit Juice 2.5%
Packaged Food Chocolate Bars 15.7%
Packaged Food Nuts / Kernels / Trail Mix 14.2%
Packaged Food Candies / Confectionaries -10.2%
Packaged Food Sausages In Aspic (Shelf Stable) 24.8%
Packaged Food Chocolate Bar / Nuts Bar -1.7%
Alcohol Beer / Nonalcoholic Beer -11.8%
Alcohol Wine 4.0%
Alcohol Clear Schnapps 3.9%
Alcohol Liquor -10.6%
Group Dept % Chg
Baby Care Baby Diapers -41.3%
Baby CareLiquid/Dry Baby Nutrition
With/Without Milk-41.8%
Baby Care Baby - Cleansing Tissues -17.4%
Dairy Cheese 7.2%
Dairy Firm Yogurt 5.3%
Dairy Butter / Butter Preparations -12.6%
Dairy Eggs 16.5%
Dairy Homogenized Milk 2.9%
Frozen FoodsFrozen Pizza / Baguette /
Flavored Dough Products10.3%
Frozen Foods Frozen Dishes 25.9%
Frozen Foods Ice Cream 11.7%
Fresh Foods Chilled Sausages In Aspic 21.8%
Fresh Foods Bread 5.4%
Fresh Foods Ready To Eat Desserts 4.0%
Largest Sub-Categories – Edible(Based on Prior 52 Week Sales)
Germany
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 38
Group Dept % Chg
Paper Products Household Paper 31.1%
Home Care Detergents/Laundry 9.4%
Home Care Household Sundries -7.0%
Home Care Cleaning Products 34.2%
OTC Healthcare Medicines 11.3%
OTC Healthcare Vitamins & Nutrition 18.3%
Group Dept % Chg
Personal Care Haircare -0.1%
Personal Care Oral Hygiene -7.8%
Personal Care Deodorants & Personal Wash 23.8%
Pet Food + Care Pet Food -7.6%
Pet Food + Care Pet Non Food -0.5%
Gen Merch Houseware -52.3%
Gen Merch Garden & Flowers -70.7%
Gen Merch Newspapers & Magazines -22.0%
Cosmetics Cosmetics & Fragrances -49.4%
Largest Sub-Categories – Nonedible(Based on Prior 52 Week Sales)
UnitedKingdom
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 39
Group Dept % Chg
Beverage Soft Drinks -10.6%
Beverage Hot Beverages 5.0%
Packaged Food Confectionery -28.4%
Packaged Food Crisps, Snacks & Nuts -6.7%
Packaged Food Biscuits -5.1%
Packaged Food Cooking Products 27.6%
Packaged Food Breakfast Cereals 6.0%
Alcohol Wine -4.3%
Alcohol Spirits -8.6%
Alcohol Beer 21.0%
Alcohol Cider & Perry 12.6%
Group Dept % Chg
Baby Care Baby Care -12.8%
Baby Care Baby Food -28.3%
Dairy Fresh Milk -5.7%
Dairy Cheese 5.9%
Dairy Butters, Fats & Margarines 8.6%
Dairy Milk, Topping & Whiteners 24.4%
Dairy Fresh Cream -16.0%
Frozen Foods Frozen Vegetables 13.7%
Frozen Foods Ice Cream & Desserts -16.2%
Frozen Foods Other Frozen -6.7%
Fresh Foods Fruit -6.1%
Fresh Foods Bread & Cakes -6.8%
Fresh Foods Vegetables 8.6%
Largest Sub-Categories – Edible(Based on Prior 52 Week Sales)
UnitedKingdom
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 40
Group Dept % Chg
Paper Products Toilet Tissue 47.4%
Paper Products Paper Towels 34.6%
Paper Products Facial Tissue 30.5%
Home Care Liquid Laundry Detergent 3.2%
Home Care Cleaning Tools/Mops/Brooms 11.9%
Home Care Home Air Fresheners 1.1%
Home Care Manual Dish Detergent 57.4%
Home Care Other Laundry Detergent (Packet/Bar) 13.0%
OTC Healthcare Cold/Allergy/Sinus Tablets/Packets 11.3%
OTC Healthcare Mineral Supplements -0.5%
OTC Healthcare Weight Control/Nutritionals Liq/Pwd 32.9%
OTC Healthcare Internal Analgesic Tablets -16.1%
OTC Healthcare Antacid Tablets -4.2%
Group Dept % Chg
Personal Care Deodorants -10.1%
Personal Care Toothpaste -1.0%
Personal Care Liquid Body Wash/All Other 7.0%
Pet Food + Care Dry Dog Food -12.7%
Pet Food + Care Dog Biscuits/Treats/Beverages 0.6%
Pet Food + Care Dog/Cat Needs -6.5%
Gen Merch Disposable Plates/Bowls 14.1%
Gen Merch Household/Kitchen Storage -2.6%
Gen Merch Garbage/Trash/Lawn&leaf Bags 20.9%
Cosmetics Regular Shampoo -8.5%
Cosmetics Hair Conditioner/Creme Rinse -5.6%
Cosmetics Hair Accessories -33.6%
Largest Sub-Categories – Nonedible(Based on Prior 52 Week Sales)
UnitedStates
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 41
Group Dept % Chg
Beverage Regular Soft Drinks 1.2%
Beverage Convenience/Pet Still Water -11.5%
Beverage Ss Energy Drinks Non-aseptic -12.1%
Beverage Low Calorie Soft Drinks 4.7%
Beverage Ss Sports Drinks Non-aseptic -6.2%
Packaged Food Cookies 9.8%
Packaged Food Ready-to-eat Cereal 18.5%
Packaged Food Potato Chips 8.8%
Packaged Food Tortilla/Tostada Chips 18.5%
Packaged Food All Other Crackers 8.4%
Alcohol Domestic Beer/Ale (Inc Non-alcoholic) 17.0%
Alcohol Domestic Table/Still Wine 22.7%
Alcohol Imported Beer/Ale (Inc Non-alcoholic) 15.6%
Alcohol Spirits 31.3%
Group Dept % Chg
Baby Care Baby Formula – Powder -26.2%
Baby Care Disposable Diaper -26.8%
Baby Care Baby Food/Snacks -19.7%
Dairy Rfg Skim/Lowfat Milk 8.8%
Dairy Rfg Yogurt -6.9%
Dairy Fresh Eggs 38.0%
Dairy Natural Cheese-shredded 46.1%
Dairy Rfg Whole Milk 15.4%
Frozen Foods Ice Cream 28.8%
Frozen Foods Frozen Pizza 52.4%
Frozen Foods Frozen Novelties 14.7%
Fresh Foods Fresh Bread 22.3%
Fresh Foods Rfg Uncooked Meats (No Poultry) 46.3%
Fresh Foods Rfg Sliced Lunchmeat 21.4%
Largest Sub-Categories – Edible(Based on Prior 52 Week Sales)
UnitedStates
Source: IRI POS Data Week Ending March 29, 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 42© 2020 Information Resources Inc. (IRI).
Confidential and Proprietary. 42
CONTACT U.S. FOR MORE
INFORMATION
IRI U.S. / Global HQ
Chicago, IL
+1 312.726.1221
IRI France
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+ 33 (0) 1 30 06 22 00
IRI Germany
Düsseldorf
+49 211 361190Follow IRI on Twitter: @IRIworldwide
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+64 9526 5408
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+44 (0) 1344 746000
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Athens, Greece
+30 210 27 87 600
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Milan: +39 02 52579 1
Rome: +39 335 73 12 283
IRI Netherlands
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