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TNS Market Share Analysis
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Recession Postponed At Christmas, Budget Supermarkets
Benefit
The latest TNS Worldpanel grocery market share figures,
published today for the 12 weeks ending 28 December 2008
confirm the hugely defensive nature of the Grocery
market. Naturally competition remains fierce but at
least the top-line growth of 6% year-on-year shines out
against the wreckage of other retail sectors.
Total Till Roll
Great Britain Consumer Spend
Includes all
expenditure through main store tills and excludes petrol
& instore concessions
|
|
12 Weeks to 30 December 2007 |
12 Weeks to 28 December 2008 |
change |
|
|
% ** |
% ** |
% |
|
Total Grocers |
100.0% |
100.0% |
6.0 |
|
Total Multiples |
93.2% |
93.5% |
6.2 |
|
Tesco |
31.3% |
30.7% |
4.0 |
|
Asda |
16.7% |
16.9% |
7.2 |
|
Sainsbury's |
16.3% |
16.2% |
5.1 |
|
Morrisons |
11.5% |
11.9% |
9.7 |
|
Somerfield |
3.7% |
3.5% |
-1.1 |
|
Waitrose |
3.9% |
3.7% |
-0.1 |
|
Netto |
0.7% |
0.7% |
6.4 |
|
Lidl |
2.3% |
2.4% |
11.6 |
|
Aldi |
2.7% |
3.2% |
25.4 |
|
The Co-operative |
4.4% |
4.2% |
1.5 |
|
|
|
|
|
|
** = Percentage Share of Total Grocers |
|
|
TNS said that
Tesco continues to see its share come under pressure
with a drop to 30.7% from 31.3% a year ago. Both Asda
and Morrisons continue their strong runs with growths of
7.2% and 9.7% respectively – outperforming the market
and therefore lifting their shares to 16.9% for Asda and
a record 11.9% for Morrisons.
Sainsbury’s
continues to see its share holding firm in the face of
the pressure on premium retailers (the Waitrose share
dip from 3.9% to 3.7% being a case in point). Their
Basics range is helping to maintain the balance between
the Premium and Value sectors.
Strong
performance for the Discounters and Freezer centres has
become a feature of the current trading climate and this
period is no exception with a record share of 3.2% for
Aldi standing out.
TNS said it
is interesting to compare the 4 weeks ending 28 December
2008 with the previous 4 weeks ending 30 November 2008
to see whether Christmas still happened for the Grocery
sector. Indeed this was the case with both Sainsbury’s
and Waitrose outperforming the market as they
traditionally do and premium private labels
outperforming their value-based counterparts. So in the
face of a savage consumer downturn, the Grocery sector
at least had reason to celebrate Christmas.
An Update On Inflation
Grocery price
inflation has continued to fall back and the figure for
the 12 week-ending period 28 December 2008 has dropped
to 8.3%, the third successive drop from the peak of 9.3%
seen for 12 weeks ending 5 October 2008.
Full Total Till Roll Analysis
Great Britain Consumer Spend
Includes all
expenditure through main store tills and excludes petrol
& instore concessions
|
|
12 Weeks to 30 December 2007 |
12 Weeks to 28 December 2008 |
change |
|
|
£000s |
% ** |
£000s |
% ** |
% |
|
Total Till Roll |
32,351,428 |
|
33,121,000 |
|
2.4 |
|
Total Grocers |
21,240,418 |
100.0% |
22,508,889 |
100.0% |
6.0 |
|
Total Multiples |
19,801,311 |
93.2% |
21,036,390 |
93.5% |
6.2 |
|
Tesco |
6,648,608 |
31.3% |
6,912,304 |
30.7% |
4.0 |
|
Asda |
3,545,292 |
16.7% |
3,801,993 |
16.9% |
7.2 |
|
Sainsbury's |
3,471,543 |
16.3% |
3,648,617 |
16.2% |
5.1 |
|
Morrisons |
2,433,950 |
11.5% |
2,669,530 |
11.9% |
9.7 |
|
Somerfield |
791,222 |
3.7% |
782,600 |
3.5% |
-1.1 |
|
Waitrose |
825,595 |
3.9% |
824,726 |
3.7% |
-0.1 |
|
Iceland |
389,500 |
1.8% |
441,823 |
2.0% |
13.4 |
|
Netto |
157,763 |
0.7% |
167,787 |
0.7% |
6.4 |
|
Lidl |
483,860 |
2.3% |
540,175 |
2.4% |
11.6 |
|
Aldi |
565,755 |
2.7% |
709,465 |
3.2% |
25.4 |
|
Farm Foods |
91,414 |
0.4% |
107,760 |
0.5% |
17.9 |
|
Other Freezer Centres |
44,535 |
0.2% |
50,694 |
0.2% |
13.8 |
|
Other Multiples |
352,274 |
1.7% |
378,917 |
1.7% |
7.6 |
|
The Co-operative |
927,242 |
4.4% |
941,204 |
4.2% |
1.5 |
|
Total Independents |
511,865 |
2.4% |
531,294 |
2.4% |
3.8 |
|
Total Symbols |
181,567 |
0.9% |
186,777 |
0.8% |
2.9 |
|
Other Independents |
330,298 |
1.6% |
344,518 |
1.5% |
4.3 |
|
|
|
|
|
|
|
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** = Percentage Share of Total Grocers |
|
|
|
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To view the
video commentary from Ed Garner please
click here.
Note:
These findings are based on TNS Worldpanel data for the
12 weeks to 28th December 2008. 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.
www.tnsglobal.com
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