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Mission Insights:Example chartsBased on a a simple comparison across the missions
For more information [email protected] 7917 636703
2 © SMI 2018
Unbiased view of shoppers
The biggest shopper research programme of its kind
100,000+ shoppers interviewed every year
Annually tracked
Objective and reliably robust measures
Across storesand categories
Gives category depth detail and total store context to
everything
Measuring over 140+ categories every year
Top 4 retailers (core) + wider coverage available
Grocery large store programme
Advice on using this to create value
Shopper and category experts to help you move from insight to
action
Experience with Shopper Intelligence data since inception
Backgrounds in major FMCG and Research across Shopper,
Category and Commercial roles
Supported by leading edge Online Portal and analytical and
statistical experts
SI Programme Overview
3 © SMI 2018
2018 Category coverage
Fresh Chilled BWS Core Grocery Impulse Grocery
Apples Milk Standard Lager Instant Coffee Carbonated Soft Drinks
Pears Milk Alternatives World & Speciality Lager Roast & Ground Coffee Energy Drinks
Grapes Cream Craft Beer Everyday Tea Bottled Water
Bananas Pre-packed Block Cheese Bitters/Ales/stout Speciality Teas Squash/Cordial
Soft Fruit Pre-packed Speciality Cheese Cider Canned Soup Everyday Chocolate Confectionery
Total Stone Fruit Deli Counter Cheese White Wine Beans or Spaghetti Boxed Chocolates & Twistwraps
Total Citrus Fruit Eggs Red Wine Canned Tom/Veg Easter Confectionery & Eggs
Exotic Fruit Adult Yoghurts Sparkling Wine Canned Fish & Meat Sugar Confectionery
Melons Kids Yoghurts Champagne Sauces/Condiments Sweet biscuits
Prepared Fruit Butter, Margarines and Fats Spirits Oils & Vinegars Crackers & Crispbreads
Root Vegetables Chilled Fruit Juice Mixers Pickles, Chutney & Olives Crisps & Snacks
Green Vegetables Cooked Meats Baby Jams & Spreads Snacking Nuts
Potatoes Continental Meat Nappies Herbs & Spices On-the-Go Snacking
Mushrooms Deli Counter Meat and Savoury Baby Wipes Instant Noodles & Packet Soups Healthier Biscuits/Bars
Prepared Vegetables Pre-packed Roast Poultry Baby Toiletries Rice & Noodles Healthcare
Speciality Vegetables Pate Baby Milk Pasta & Pasta Sauces Pain Relief Medicine
Avocados Pies, Pastries & Quiches Baby Food World Foods & Sauces Cold & Flu Medicine
Cucumbers & Peppers Prepared Pasta, Cous Cous & Vegetable Salads Frozen Cold Cereal Cough Medicine
Lettuce Chilled Olives and Antipasti Frozen Vegetables Porridge & Hot Cereal Decongestant
Tomatoes Chilled Pasta and Sauces Frozen Potatoes & Chips Muesli & Granolas Indigestion Remedy
Prepared Salads Chilled Ready Meals Frozen Fruit Cereal Bars and Breakfast Biscuits Stomach upset and IBS remedy
Organic Fruit & Vegetables Chilled Soup Standard Ice Cream Healthier Biscuits/Bars Allergy Treatments
Fresh Herbs Chilled Pizza Luxury Ice Cream Baking & Ingredients Childrens Medicine
Garlic & Chillies Chilled Vegetarian Food Frozen Desserts Sugars & Sweeteners Medicated Skincare
Fresh Beef Chilled Dips Frozen Ready Meals Longlife Milk Nicotine gum/patches
Fresh Lamb Chilled Desserts Frozen Meat & Poultry Free From & Dietary Needs Vitamins
Fresh Pork Stir Fry Frozen Fish & Seafood Toiletries Intimate Health
Fresh Poultry Sandwiches Frozen Vegetarian Food Toothpaste Non Edible Grocery
Fresh Minced beef Bakery Frozen Pizza Toothbrush Toilet Paper
Sausages Packaged Cakes General Merchandise Mouthwash Facial Tissues
Bacon In store Baked Bread Cookware and Dining Female Deodorants Kitchen Roll/Towel
Fresh meat/butcher counter In store Baked Rolls & Snacks Plants & Gardening tools Male Deodorants Cleaners
Ready to Cook Prepared Meat Instore Patisserie and Cakes Tights & Stockings Soaps & Shower Gels Laundry products
Pre-packed Fish Everyday Wrapped Bread Newspapers Haircare Washing up/Dishwash
Fish Counter Fish Speciality Wrapped Bread Magazines Hand & Body cream Pet Food
Fresh Seafood Sandwich Alternatives Greetings Cards Clear Skin Creams & Treatments Bags, Foils & Cling Film
Flowers Wrapped Rolls Other Female Skincare
Wrapped Bakery Snacks Tobacco Men's Toiletries
Free From Baked Goods Feminine Hygiene
2018 Category Coverage – Top 4 retailers in all categories plus others as noted (181 categories)
181 measured categories. Missions profiled for all food, drink, BWS
4 © SMI 2018
Shoppers n=
All Missions 77539
MISSION: Eat or drink right away 3348
MISSION: A treat for me/us 6540
MISSION: A Healthy Snack 7474
MISSION: Breakfast at home 8091
MISSION: Breakfast out of home 1272
MISSION: Lunch at home 11763
MISSION: Lunch at work 5273
Mission Profile Sample 2018
MISSION: Lunch out of home (not work) 2543
MISSION: Kids lunchbox 1664
MISSION: Casual Dinner 11275
MISSION: 'Proper' Dinner 9369
MISSION: Relaxing in the evening 7870
MISSION: Kids tea 1841
MISSION: Entertaining 3243
Note: sample does not reflect size of the mission – its driven by quota per category
5 © SMI 2018
% of shoppers99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Gender
All Missions(Main Retailers)
Mission X
(n=77539)Gender
Female 56% 56% 57% 58% 55% 58% 57% 59%
Male 44% 44% 43% 42% 45% 42% 43% 41%
All Missions(Main Retailers)
Mission Y
(n=77539)
Female 56% 57% 69% 56% 56% 53% 70% 57%
Male 44% 43% 31% 44% 44% 47% 30% 43%
Misison X has a strong female bias, Mission Y is more male than usual
We have a full demographic profile of each mission
6 © SMI 2018
% of shoppers99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Shopping Mission (Top up vs. Main Shop)
All Missions(Main Retailers)
Mission X
(n=77539)Shopping Mission (Top up vs. Main Shop)
Main Shop 65% 57% 63% 67% 64% 65% 67% 66%
Top Up / Other 35% 43% 37% 33% 36% 35% 33% 34%
All Missions(Main Retailers)
Mission Z
(n=77539)
Main Shop 65% 63% 66% 68% 72% 63% 66% 68%
Top Up / Other 35% 37% 34% 32% 28% 37% 34% 32%
Mission X is more likely to be in large baskets; Mission Z in smaller ones
7 © SMI 2018
54% 61% 60% 70% 54% 57% 63% 66%
All
Mis
sio
ns
(Mai
n R
etai
lers
)
MIS
SIO
N: E
at o
r d
rin
k ri
ght
away
MIS
SIO
N: A
tre
at f
or
me/
us
MIS
SIO
N: A
Hea
lth
y Sn
ack
MIS
SIO
N: B
reak
fast
at
ho
me
MIS
SIO
N: B
reak
fast
ou
t o
f h
om
e
MIS
SIO
N: L
un
ch a
t h
om
e
MIS
SIO
N: L
un
ch a
t w
ork
Q23...how much you agree or disagree when shopping for XXX in Retailer I'm usually willing to consider RETAILER own label products
Openness to Own Label
99% 90% < 90% 90% 99% < N
Benchmark: All Missions (Main Retailers)
NF: Agree 4,5 minus Disagree 1,2
Different missions are more brand oriented. Mission Z the most
8 © SMI 2018
18%31% 36% 29%
16%26% 19% 26%
All
Mis
sio
ns
(Mai
n R
etai
lers
)
MIS
SIO
N: E
at o
rd
rin
k ri
ght
away
MIS
SIO
N: A
tre
atfo
r m
e/u
s
MIS
SIO
N: A
Hea
lth
y Sn
ack
MIS
SIO
N:
Bre
akfa
st a
th
om
e
MIS
SIO
N:
Bre
akfa
st o
ut
of
ho
me
MIS
SIO
N: L
un
chat
ho
me
MIS
SIO
N: L
un
chat
wo
rk
Q22. The more CATEGORY I buy, the more CATEGORY I/ we are likely to consume or use
Expandability
% of shoppers99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Certain missions lend themselves far more to consumption growth
9 © SMI 2018
Mission DNAWhat is the fundamental character of the mission, so how should it be treated?
10 © SMI 2018
Spend
More shoppersMore often
More spend Units
Price
Traffic
There are only two ways to drive growth
Let’s begin with the end in mind:what are we trying to achieve?
11 © SMI 2018
Main reason I go shopping
Don't want to run out
Promotions encourage shopping
Price beacon category
Retailer does well (loyalty)
TRAFFIC
All Missions (Main Retailers)
Mission A
n=77539
TRAFFIC* 18% 26% 21% 28% 27% 34% 24% 25%
SPEND
Q23 ….how much you agree or disagree when shopping for XXX in RETAILER ….. (SR)
All Missions (Main Retailers)
Mission B
n=77539
SPEND* 32% 43% 56% 47% 24% 43% 39% 42%
Often buy extraTry new and
differentDon't mind
paying moreBuy because I
feel like it
NF: Agree 4,5 minus Disagree 1,2
*Average of statements
Traffic Spend Summary
99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Mission A is a strong store traffic driver , whereas Mission B builds baskets
12 © SMI 2018
Main reason I go shopping
Don't want to run out
Promotions encourage shopping
Price beacon category
Retailer does well (loyalty)
Often buy extra
Try new and different
Don't mind paying more
Buy because I feel like it
Traffic Spend
-10%
37%25%
46%32% 36%
47% 46% 43%
-100%
-80%
-60%
-40%
-20%
0%
20%
40%
60%
80%
100%
All Missions (Main Retailers) MISSION: Eat or drink right away
n=3348NF: Agree 4,5 minus
Disagree 1,2
Q23 ….how much you agree or disagree when shopping for XXX in RETAILER ….. (SR)
Mission Role DetailMISSION: A
99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Range of ratings for statement: All Missions (Main Retailers)
Mission A
Mission A is best at driving spend via innovation
13 © SMI 2018
19% 23% 29% 23%15%
24% 20% 20%
74% 73% 64% 71% 80%70% 74% 74%
All
Mis
sio
ns
(Mai
n R
etai
lers
)
MIS
SIO
N: E
at o
rd
rin
k ri
ght
away
MIS
SIO
N: A
tre
atfo
r m
e/u
s
MIS
SIO
N: A
Hea
lth
y Sn
ack
MIS
SIO
N:
Bre
akfa
st a
th
om
e
MIS
SIO
N:
Bre
akfa
st o
ut
of
ho
me
MIS
SIO
N: L
un
chat
ho
me
MIS
SIO
N: L
un
chat
wo
rk
Grab & Go
Browse
QN1. Please tell us which of these was more important to you when shopping for CATEGORY at RETAILER on this trip. QN2. Please tell us the main reason you wanted to make your choice quickly? QN3. Please tell us the main reason you wanted to spend some time looking?
Intended Shopping Mode - Grab & Go or Browse?
% of shoppers99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Mission X is far more browse oriented
14 © SMI 2018
45% 38% 32%44% 45% 42% 34% 42%
55% 62% 68%56% 55% 58% 66% 58%
All
Mis
sio
ns
(Mai
nR
etai
lers
)
MIS
SIO
N: L
un
ch o
ut
of
ho
me
(no
t w
ork
)
MIS
SIO
N: K
ids
lun
chb
ox
MIS
SIO
N: C
asu
alD
inn
er
MIS
SIO
N: '
Pro
per
'D
inn
er
MIS
SIO
N: R
elax
ing
in t
he
eve
nin
g
MIS
SIO
N: K
ids
tea
MIS
SIO
N:
Ente
rtai
nin
g
Q31. Think about the size/amount and type/flavour of (brand bought on last trip) you bought. If this had not been available, which of these would you have most likely done?
Switch
Walk Away
% of shoppers
Decision Hierarchy - Switch or Walk?
99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Mission X Shows greater brand “loyalty” and higher walk away
© SMI 2017
Category Impact – INTENTIONALITY/ENGAGEMENT
Some categories drive shoppers to store and are
highly planned
High intentionalityLow intentionality
• Over invest to drive footfall
• Allocate investment pre/in-store
• Shelf merchandising & theatre
- (planned: simple, OOS)- (impulse: theatre, new, rotation)
Why is this relevant?
High Engagement
Low Engagement
• Flagship categories for retailers
• Maintain high Average Selling Price and premium tiers
- (less need to deep discount)
• Drive loyalty and switchingfrom competitors
Why is this relevant?
Some categories offer the opportunity to engage the shopper and drive trade up
© SMI 2017
Lowengagement
Highengagement
High intentionality
Low intentionality
“Tempt them to spend a bit more on the little extras”
e.g. Ice cream
PROFIT BOOSTER
“Cover all the bases so they don’t have to go elsewhere”
e.g. Gum
BASKET BUILDER
“Give a reason to choose this retailer
over all others”
e.g. Baby food
HERO
“Get it right on the basics”
e.g. Milk
TRIP DRIVER
17 © SMI 2018
Mission 9
Mission 1
Mission 10
Mission 8
Mission 7Mission 3
Mission 5
Mission 2
4.10
4.30
4.50
4.70
4.90
5.10
5.30
4.50 4.70 4.90 5.10 5.30 5.50 5.70 5.90 6.10 6.30 6.50 6.70 6.90 7.10
Hero
Trip Driver
Profit Booster
LowEngagement
LowIntentionality
HighIntentionality
HighEngagement
Different missions have different roles to the store
Basket Builder
Benchmark to All Missions (Main Retailers)
Mission 2 and 3 are strong “heroes” to the store
18 © SMI 2018
Q25 … how important is each statement to you when shopping for CATEGORY in RETAILER? (SR)
2.4
2.9
3.4
3.9
All Missions (Main Retailers)
* Select categories only
Imp
ort
ance
(1
-5)
What’s Important to each Mission’s Shoppers?
Choice is more important for Mission X
19 © SMI 2018
0%
10%
20%
30% Range Gap Stock brands/products that I like, and can
buy elsewhere but not in RETAILER
InnovationIntroduce more new brands/varieties
Pack SizesChange pack sizes so they are more suitable for me (ie bigger/smaller)
Ease of ShopImprove how products are laid out on shelf, so
its easier to shop
POPxCAx2 Please let us know which of these improvements below are needed for XXX in RETAILER right now?
Less ChoiceLess choice so it's not as confusing or time
consuming to shop
OtherOther
NavigationImprove signage at the shelf so its quicker to
find what I want
TheatreMore ideas and inspiration in the store about
product
InformationBetter explanation and information at the
shelf
All Missions (Main Retailers)
MISSION Y
Improvement Opportunities (All Improvements)MISSION Y
% of shoppers
n=747490% < 90% 90% > N
Benchmark: All Missions (Main Retailers)
Note: RED colour indicates MORE likely improvement.GREEN colour indicates LESS likely improvement.
Shoppers for Mission Y want more innovation
20 © SMI 2018
Path to PurchaseHow do shoppers make their choices, so how can we best influence them?
21 © SMI 2018
24% 26%36%
23% 16% 21% 21% 22%
76% 74%64%
77% 84% 79% 79% 78%A
ll M
issi
on
s(M
ain
Ret
aile
rs)
MIS
SIO
N: E
at o
rd
rin
k ri
ght
away
MIS
SIO
N: A
tre
atfo
r m
e/u
s
MIS
SIO
N: A
Hea
lth
y Sn
ack
MIS
SIO
N:
Bre
akfa
st a
th
om
e
MIS
SIO
N:
Bre
akfa
st o
ut
of
ho
me
MIS
SIO
N: L
un
chat
ho
me
MIS
SIO
N: L
un
chat
wo
rk
Planned
Unplanned
Q9 You said you bought CATEGORY in RETAILER on this particular shopping trip. Did you specially plan to buy CATEGORY before you went to the store? (MR) Q12 What were the main reasons you planned to buy XXX on this occasion? (MR) Q14 What were the main reasons you decided to purchase XXX on this occasion? (MR)
Trigger to purchase - Planned or Unplanned?
% of shoppers99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Mission X is far less planned
22 © SMI 2018
25% 25%33%
22% 23%28%
23% 26%
All
Mis
sio
ns
(Mai
nR
etai
lers
)
MIS
SIO
N: E
at o
rd
rin
k ri
ght
away
MIS
SIO
N: A
tre
atfo
r m
e/u
s
MIS
SIO
N: A
Hea
lth
y Sn
ack
MIS
SIO
N:
Bre
akfa
st a
t h
om
e
MIS
SIO
N:
Bre
akfa
st o
ut
of
ho
me
MIS
SIO
N: L
un
ch a
th
om
e
MIS
SIO
N: L
un
ch a
tw
ork
Bought on promotion
Q16b. Was the XXX you bought at a reduced price or on another promotion? (SR) Q16E. You said that you had bought XXX on promotion. Which of the following would you say best applies? (SR) Q16F. What difference (if any) did the promotion make to your purchase of XXX? (SR) Q16G. You said you bought XXX only because of the promotion, which of the following best apply? (SR)
% of shoppers
Promotional Impact Summary
99% 90% < 90% 90% 99% > N
Benchmark: All Missions (Main Retailers)
Shoppers for Mission Y are far more promotionally driven
23 © SMI 2018
Appendix : Methodology
24 © SMI 2018
Overall Satisfaction is based on a satisfaction metric measure that gives a general sense of how happy shoppers are with the category. It may range from -100% to +100%.
Overall Satisfaction = Average NFS of 4 Key Factors weighted by Importance.
4 Key factors obtained by grouping
related attributes
AssortmentProductPOP executionPrice
Surveyed attributes weighted by their
importance
The prices are great on XXX products I buy in RETAILER
Overall Satisfaction
Average of 4 key factors weighted by importance
I often find good specialoffers on the XXX products I want to buy in RETAILER
Overall Satisfaction
25 © SMI 2018
Importance helps us identify which of the key attributes are most important to shoppers in our category
EXAMPLE QUESTION: There are often appealing new ideas in CATEGORY in RETAILER
MOST IMPORTANT
Averaged for all respondents and represented as a score out of 5
LEAST IMPORTANT
Importance
26 © SMI 2018
Performance is a measure of the shoppers satisfaction with the category across the key attributes
EXAMPLE QUESTION: There are often appealing new ideas in CATEGORY in RETAILER
Sum of all the shoppers who rated
the statement between 1 & 2
(calculated as a percentageof all shoppers who rated
the question)
Sum of all the shoppers who
Rated the statementbetween 4 & 5
(calculated as a percentageof all shoppers who rated
the question)
Positive Ratings
Negative Ratings
Net Favourable
Score (NFS %)
AGREEDISAGREE
Performance
27 © SMI 2018
Benchmarking:
This is how you get a sense of the performance of your category – on any measure – across the whole measured store.
Low sample:
Where sample drops below minimum requirements, we use a lighter blue colour:
Statistical significance:This enables easier analysis of the data, by showing whether this category’s difference from the average category (benchmark) indicates a difference in measures we have confidence acting on:
90% confidence: there is only a 10% chance of getting such a result purely from random variation99% confidence: there is only a 1% chance of getting such a result purely from random variation< 90% confidence: more than a 10% chance of getting such a result purely from random variation
Below Benchmark Above Benchmark
99% 90% < 90% 90% 99% > N
Benchmark: All Category Average (main retailers)
Benchmarking & Statistical Significance