The latest TNS Worldpanel grocery market share figures, published today for the 12 weeks ending 4th October 2009 show that the Grocery Market growth rate is continuing to fall back as food price inflation moderates. This has been commented on by several retailers when reporting latest results and means that growth will be more challenging going forward without the flattering effect of inflation.
As far as individual retailers are concerned, this means that the gap between their growth rate and the market assumes more importance than growth on its own. For Tesco, whose growth had lagged the market for most of the past year, this gap has all but disappeared meaning that their share has now stabilised around the 31% mark.
Asda, Sainsbury’s and Morrisons have all seen their growth fall back from last period but in each case have added market share as their growths have been higher than the overall market. Morrisons shows the strongest growth of the Top 4 as its share lifts from 11.0% to 11.5% and the business becomes more nationwide with particular emphasis on younger ABC1 households.
Waitrose growth of 11.6% is the highest since August 2006 with the Essentials range and newly acquired space continuing to drive the business forward.
The Co-operative growth continues to exceed the overall market as the positive effects of the Somerfield acquisition feed through.
Aldi and Lidl continue to see share growth albeit considerably attenuated from 2008 levels - Total Hard Discounters have seen a modest share increase from 6.0% a year ago to 6.1% now.
An update on inflation
Grocery price inflation has further decreased since last month and the figure for the 12 week-ending period 4th October 2009 is 3.5%. This is the seventh successive drop in Grocery price inflation in this series of reports. As always, it is also important to remember that the drop in inflation does not mean that prices are falling, merely rising more slowly.
This figure is based on over 75,000 identical products compared year-on-year in the proportions purchased by British shoppers and therefore represents the most authoritative figure currently available. It is a ‘pure’ inflation measure in that shopping behaviour is held constant between the two comparison periods - shoppers are likely to achieve a lower personal inflation rate as they trade down or seek out more offers.
Total Till Roll
Great Britain Consumer Spend
Includes all expenditure through main store tills and excludes petrol & instore concession
|
|
12 Weeks to 05 October 2008
|
|
12 Weeks to 04 October 2009
|
|
Change
|
|
|
£000s
|
% *
|
£000s
|
% *
|
%
|
|
Total Till Roll
|
27,554,470
|
|
27,913,510
|
|
1.3
|
|
Total Grocers
|
20,075,370
|
100.0%
|
20,957,900
|
100.0%
|
4.4
|
|
Total Multiples
|
19,580,060
|
97.5%
|
20,495,750
|
97.8%
|
4.7
|
|
Tesco
|
6,224,596
|
31.0%
|
6,486,207
|
30.9%
|
4.2
|
|
Asda
|
3,391,271
|
16.9%
|
3,614,981
|
17.2%
|
6.6
|
|
Sainsbury's
|
3,108,151
|
15.5%
|
3,286,156
|
15.7%
|
5.7
|
|
Morrisons
|
2,215,045
|
11.0%
|
2,401,913
|
11.5%
|
8.4
|
|
Total Co-operative
|
1,858,754
|
9.3%
|
1,695,759
|
8.1%
|
-8.8
|
|
Co-operative
|
1,085,255
|
5.4%
|
1,135,803
|
5.4%
|
4.7
|
|
Somerfield
|
773,500
|
3.9%
|
559,957
|
2.7%
|
-27.6
|
|
Waitrose
|
749,178
|
3.7%
|
836,030
|
4.0%
|
11.6
|
|
Iceland
|
333,041
|
1.7%
|
356,450
|
1.7%
|
7.0
|
|
Aldi
|
589,284
|
2.9%
|
624,813
|
3.0%
|
6.0
|
|
Lidl
|
463,984
|
2.3%
|
494,214
|
2.4%
|
6.5
|
|
Netto
|
158,893
|
0.8%
|
162,163
|
0.8%
|
2.1
|
|
Farm Foods
|
106,211
|
0.5%
|
115,885
|
0.6%
|
9.1
|
|
Other Freezer Centres
|
48,785
|
0.2%
|
52,455
|
0,3%
|
7.5
|
|
Other Multiples
|
332,863
|
1.7%
|
368,727
|
1.8%
|
10.8
|
|
Total Independents
|
495,314
|
2.5%
|
462,151
|
2.2%
|
-6.7
|
|
Total Symbols
|
174,310
|
0.9%
|
162,994
|
0.8%
|
-6.5
|
|
Other Independents
|
321,005
|
1.6%
|
299,157
|
1.4%
|
-6.8
|
|
|
|
|
|
|
|
* = Percentage Share of Total Grocers
To view the video commentary from Ed Garner or to get further information please visit
http://www.tnsglobal.com/news/video-insights/video-B03807D8B1B9440FB15D0B166ADFFB79.aspx
Note to editor
These findings are based on TNS Worldpanel data for the 12 weeks to 4th October 2009. TNS Worldpanel monitors the household grocery purchasing habits of 25,000 demographically representative households in Great Britain. All data discussed in the above announcement is based on the value of items being bought by these consumers, TNS will only support data that is published in the context we have presented it and our own interpretation of these findings. We cannot be held responsible for any other interpretation of these findings.
For further information, please contact:
Maja Rode/Sarah Taylor
Camargue
+44 (0) 20 7636 7366
mrode@camarguepr.com
About Kantar:
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