Post on 22-Sep-2020
April 30, 2020
CONSUMER SPENDING TRACKER FOR MEASURED CHANNELS
COVID-19 Impact
U.S., UK, France, Italy, Germany,
Spain, New Zealand, 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, U.S.,
Germany, Netherlands, New Zealand, UK and Spain.
• In most geographies, sales remain elevated for Home Care and Frozen Food segments, while other areas
saw less year-over-year growth in the past week, also due to overlap of Easter week.
• As stay-at-home orders persist, U.S. shoppers are shopping less frequently, increasing pantry stocking of
essential goods, shifting to a fresher basket as the pandemic continues.
• In the U.S., OTC healthcare, baby care, and water saw the largest stock-ups without consistent
replenishment, frozen and shelf-stable were stocked and are being replenished, and quarantine needs
such as grooming supplies emerge in later weeks. Italy and UK did not see as much stock up without
replenishment behavior, which could be driven by the speed at which the virus hit the areas or less storage
space to hold non-urgent supplies.
• E-commerce continues to show strong growth over last year in Italy, France and Spain, indicating
consumers are shifting their purchasing patterns from in-store to online. In all 3 countries, there is a
consistent, increasing shift to eCommerce since the beginning of the crisis with a focus on Click & Collect.
© 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:
– Shopping Behavior in the U.S.
– Stock-Up Trends in the U.S.,
UK and Italy
– E-Commerce Results in
Italy, Spain 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 4.28.2020
Total Past 24 hrs Deaths
209,465 1,831 23,190
960,916 29,218 50,492
157,153 4,309 21,092
1,472 3 19
38,245 400 4,518
156,337 1,144 5,913
127,008 3,729 23,261
199,414 1,739 26,977
Cases Confirmed
Source: World Health Organization
1,500,000
2,000,000
0
500,000
1,000,000
Ma
r 1
5
Ma
r 8
Ma
r 1
Ma
r 2
2
Ap
r 1
2
Ma
r 2
9
Ap
r 5
Ap
r 1
9
Spain
UK
NZ
28
-Ap
r
Netherlands
Italy
Germany
France
U.S.
France | Mar 13
Ban gatherings
of 100+ people
U.S. | Mar 11
Europe travel ban
U.S. | Mar 16Many schools, restaurants, businesses close in impacted areas
U.S. | Mar 21
"Shelter in Place"
orders for CA, CT,
IL, NJ, & NY
Germany | Mar 15
Borders to
neighboring
countries closed;
all schools closed 2
days beforeUK/NL/NZ | Mar 23
All non-essential
activities shut down
Germany | Mar 22
National restrictions on
activities
Italy | Mar 9
All non-
essential
activities
shut down
Italy| Apr 14
Begins to open up
small stores
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 6
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 7
Sales Trends Down in Latest Week Driven
Primarily due to Easter Week Alignment vs. Last Year
Week Ending February 9 – April 19, 2020
Local Currency Sales % Change vs. Year Ago
Note: Greece data not available due to holiday delays; will return in next report Source: IRI POS Data Ending April 19, 2020
-20%
1%
-21%
26%
-13%
4%-5%
17%
100%
-25%
0%
25%
50%
75%
Feb 23Feb 16Feb 9 Mar 1 Mar 15
Stockpiling begins
Mar 8 Mar 22
Stockpiling begins
Stockpilingbegins
Mar 29
Stockpiling begins
April 5 April 12 April 19
Easter overlap
April 12, 2020
vs. April 21 2019
NZ
Netherlands
Spain
US
France
UK
Italy
Germany
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 8
Italy France Germany Netherlands NZ UK US Spain
TOTAL STORE -19.7% 0.7% -20.8% -5.2% 26.4% -13.3% 4.1% 17.3%
Total NONEDIBLE -12.3% 5.6% -9.0% 10.7% 25.7% -16.1% 0.8% -12.9%
Total EDIBLE -21.0% 0.0% -23.5% -7.5% 26.5% -12.9% 5.1% 24.5%
Paper Products -3.7% 1.6% -14.0% 0.0% 3.4% -9.7% 36.8% 14.3%
Home Care 12.2% 15.2% 10.5% 23.9% 41.2% 6.0% 16.5% 27.1%
OTC Healthcare 24.6% 10.8% -1.0% 2.1% 2.6% -11.2% -9.7% -20.8%
Personal Care -10.5% 3.8% -18.6% 23.3% 22.4% -3.7% -5.5% -25.2%
Pet Food + Care -7.4% -2.2% -14.9% -0.5% 20.2% -16.6% -5.4% 3.4%
Gen Merchandise -42.7% N/A 2.7% 3.4% 37.0% -30.7% 1.7% -15.6%
Cosmetics -3.3% -33.3% 3.6% 28.8% 47.2% -27.4% -8.2% -76.4%
Beverage -6.2% -6.7% -19.4% -10.3% 20.4% -11.7% -2.6% 12.2%
Packaged Food -37.5% 2.9% -34.7% -5.4% 15.4% -21.0% 2.1% 27.4%
Alcohol -20.6% -15.7% -26.7% -14.3% 30.1% -12.1% 17.5% 22.7%
Baby Food + Care -16.5% -9.6% -33.3% -25.1% -6.7% -26.7% -11.9% -24.9%
Dairy -5.6% 9.1% -16.7% -5.5% 34.0% 2.9% 14.6% 24.5%
Frozen Foods 15.6% 12.8% -11.1% -1.1% 75.0% 3.4% 27.9% -21.0%
Fresh Foods -17.9% -0.5% -6.7% -0.8% 17.3% -13.9% 0.7% 30.1%
LEGEND
Consumers in Most Countries are Slowing Purchasing in Nonedible Categories
as well as Edible Due to Lapping Strong Easter-week Growth Last Year
% Change Most Recent
Week vs. Year ago,
Based on Local Currency
50%+
20% to 50%
10% to 20%
0% to 5%
-20% to 0%
5% to 10%
<-20%
Source: IRI POS data Week Ending April 19, 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. 9
OTC Healthcare, Home Care and Frozen Foods
Remain Fastest Growing SegmentsItaly
Nonedible Edible
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending April 19, 2020
-4%12%25%
-11%-7%
-43%2/16 3/82/9 2/23 3/1 3/15 4/193/22
75%
3/29
-25%
4/5 4/12
0%
50%
100%
25%
125%
175% 167%
OTC Healthcare
Cosmetics
Home Care
Pet Food + Care
Paper Products
Personal Care
General Merch.
Stockpiling begins
-6%
-38%
-21%-16%
-6%
48%
16%
2/9 2/16 2/23
100%
3/8
125%
3/1 3/15 3/22 3/29
25%
4/5 4/12 4/19
0%
-25%
50%
75%
175% Dairy
Frozen Foods
Fresh Foods
Packaged Food
Alcohol
Baby Food + Care
Beverage
Stockpiling begins
Easter overlap
April 12, 2020
vs. April 21 2019
Week Ending February 9 – April 19, 2020
€ Sales % Change vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 10
Nonedible Edible
Nonedible Categories Remain Stable While Frozen,
Dairy and Packaged Food Continue to Outpace Other Edible
Week Ending February 9 – April 19, 2020
€ Sales % Change vs. Year Ago
France
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending April 19, 2020
108%
2%
15%11%
84%
4%
-2%
-33%
2/23 4/194/123/82/9 3/15 3/22 4/5
0%
-80%
-40%
80%
40%
120%
3/12/16 3/29
Home Care
Personal Care
Pet Food + Care
OTC Healthcare
Paper Products
Cosmetics
Stockpiling begins
-7%
3%
-16%-10%
9%
63%
13%
0%
40%
0%
-80%
-40%
80%
120%
2/9 4/192/23 4/123/8 3/22 4/52/16 3/1 3/15 3/29
Beverage
Frozen Foods
Fresh Foods
Dairy
Packaged Food
Alcohol
Baby Food + Care
Stockpiling begins
Easter overlap
April 12, 2020
vs. April 21 2019
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 11
Nonedible Edible
Edible Categories Seeing Large Declines in Latest Week Driven
By Easter Alignment; Nonedible Remained Mostly Stable
Week Ending February 9 – April 19, 2020
€ Sales % Change vs. Year Ago
Germany
Frozen Foods
Fresh Foods
Alcohol
Dairy
Packaged Food
Beverage
Baby Food + Care
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending April 19, 2020
-20%
0%
-40%
20%
40%
60%
80%
100%
120%
Stockpiling begins
109%
-14%
10%
-1%
-19%-15%
3%4%
0%
3/1 4/5
25%
100%
2/9 2/23 3/8 3/22 4/192/16 3/15 3/29 4/12
-25%
50%
75%
125%
Paper Products
Home Care
Cosmetics
Pet Food + Care
OTC Healthcare
Personal Care
Stockpiling begins
3/222/9 2/23 3/8 4/5 4/192/16 3/1 3/15 3/29 4/12
General Merch.
-19%
56%
-35%
-27%-33%
-17%-11%
-7%
Easter overlap
April 12, 2020
vs. April 21 2019
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 12
Nonedible Edible
Home Care and Frozen Grew in the Latest Week,
While Other Segments Declined Due to Easter Alignment
Week Ending February 9 – April 19, 2020
£ Sales % Change vs. Year Ago
UnitedKingdom
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending April 19, 2020
134%
-10%
6%
122%
-11%
-4%
-17%
-31%-27%
100%
2/9 3/82/23 3/15 3/22 4/5 4/19
0%
2/16 3/1 3/29 4/12-50%
50%
150%
Home Care
Paper Products
Personal Care
OTC Healthcare
Pet Food + Care
Cosmetics
General Merch.
Stockpiling begins
-12%
-21%
-12%
112%
-27%
3%3%
-14%
3/82/9 2/23 3/22 4/5 4/19
0%
100%
4/123/12/16 3/15 3/29-50%
50%
150%
Packaged Food
Frozen Foods
Baby Food + Care
Dairy
Beverage
Alcohol
Fresh Foods
Stockpiling begins
Easter overlap
April 12, 2020
vs. April 21 2019
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 13
Nonedible Edible
Sales Growth Remained Stable Over Last Week Across Segments
in Both Edible and Nonedible, Despite the Easter Overlap
Week Ending February 9 – April 19, 2020
$ Sales % Change vs. Year Ago
UnitedStates
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending April 19, 2020
37%17%
-10%
-5%-5%
2%
-8%-25%
2/9 2/16 3/293/8
-50%
2/23
0%
3/223/1 3/15
225%
4/5 4/12 4/19
50%
100%
200%
-75%
25%
75%
125%
217%
104%Personal Care
Pet Food + Care
Paper Products
Home Care
General Merch.
Cosmetics
OTC Healthcare
Stockpiling begins
-3%
2%
17%
-12%
15%
93%
28%
1%
3/292/23
225%
2/162/9 3/1 3/223/8 3/15 4/5 4/12 4/19
-50%
0%
50%
100%
200%
-75%
125%
-25%
25%
75%
Frozen Foods
Alcohol
Packaged Food
Dairy
Fresh Foods
Beverage
Baby Food + Care
Stockpiling begins
Easter overlap
April 12, 2020
vs. April 21 2019
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Grocery Continues to Outpace MULO Since Peak Stockpiling,
while Convenience Sales Slowly Grow Back to Normal
Week Ending February 9 – April 19, 2020
$ Sales % Change vs. Year Ago
UnitedStates
Note: MULO includes Grocery, Drug, Mass, Club (excluding Costco), Dollar and DeCA retailers. Source: IRI POS data ending April 19, 2020.
3%
64%
18% 17%
5%4% 3%
78%
67%
29% 27%
12%
2% 1%
3%1%
-10%
-2%
-10
0
10
20
30
40
50
60
70
80
22-Mar8-Mar9-Feb 1-Mar16-Feb 29-Mar23-Feb 15-Mar 5-Apr 12-Apr 19-Apr
-7%
15%
12%10%
4%
59%
23%
-5%
MULO
Convenience
Grocery
Stockpiling begins
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 15
Nonedible Edible
Sales Across Categories Stabilize; Home Care and Paper
Products see Higher Growth in Latest Week
Week Ending February 9 – April 19, 2020
€ Sales % Change vs. Year Ago
Spain
Note: Segments defined to evaluate representative companies. Source: IRI POS Data Ending April 19, 2020
14%27%
-21%-25%
3%-16%
-76%
3/29
200%
3/12/9
-50%
2/16 3/82/23 3/15 3/22 4/5
100%
4/12 4/19
125%
0%
50%
75%
-75%
-25%
25%
225% 210%
Home Care
Paper Products
OTC Healthcare
Pet Food + Care
General Merch.
Personal Care
Cosmetics
Stockpiling begins
12%
123%
27%
23%
-25%
24%
-21%
30%
2/162/9 3/153/82/23 3/293/1 4/123/22
75%
4/5 4/19
-50%
0%
50%
100%
200%
25%
-75%
-25%
125%
225%
Beverage
Fresh Foods
Packaged Food
Dairy
Alcohol
Frozen Foods
Baby Food + Care
Stockpiling begins
Easter overlap
April 12, 2020
vs. April 21 2019
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© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 17
Post Stock-Up, Consumers are Making Fewer
Trips while Continuing to Buy More per Trip
Total U.S. All Outlets CPG Consumer Purchasing Dynamics
Dollar Sales
% Chg. vs. YATrips per Buyer
% chg. vs. YA
Buyers
% chg. vs. YA
Units per Trip
% chg. vs. YA
Price per Unit
% chg. vs. YA
3%
13%
64%61%
17% 18% 19%
8%
03/01 03/2203/1503/08 03/29 04/05 04/12 04/19
16.4 17.9 25.2 24.3 17.5 18.5 18.3 17.9
Actuals ($B)
4%10%
39% 39%
8%
-14%
03/1503/01 03/08 04/1204/0503/22 04/1903/29
0% 0% 1% 2% 4% 2%
-3% -1% -2% -1%
04/0503/1503/0803/01 04/1203/22 03/29 04/19
-3% -1%
14% 12% 8%17% 16% 17%
03/01 04/1203/08 03/22 03/2903/15 04/05 04/19
1% 2% 1% 3% 2% 4% 9%
04/1903/1503/01 04/0503/2903/08 03/22 04/12
0%
4.3 4.6 5.9 5.9 4.5 4.3 4.2 4.0 115.1 115.6 117.4 114.5 110.2 111.6 111.1 112.1
9.5 9.7 10.7 10.4 10.1 11.1 11.3 11.1 $3.48 $3.45 $3.42 $3.47 $3.50 $3.49 $3.44 $3.57
Source: IRI Panel 8 weeks ending April 19, 2020. All Outlets.
UnitedStates
Actuals
Actuals
Actuals (M)
Actuals
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 18
Even After Peak Stock Up, Pantry Stocking is
Accounting for an Increasing Share of Trips and Sales
80
(16%)
109
(16%)
76
(15%)
273
(53%)
86
(17%)
Pre Stock Up
515
Quick Trip
114
(17%)
107
(16%)
348
(51%)
Peak Stock Up
89
(19%)
231
(49%)
74
(16%)
76
(16%)
Post Stock Up
Pantry Stocking
Fill In
Special Purpose
678
470
UnitedStates
Pantry
Stocking
trips grew
26% vs. YA
Smaller
trips fell 9%
vs. YA
Special Purpose
4.9
(20%)
6.8
(40%)
Pre Stock Up
3.1
(18%)
3.6
(21%)
4.3
(17%)17.2
10.9
(44%)
4.8
(19%)
3.6
(21%)
Fill In
Peak Stock Up
8.5
(47%)
3.2
(18%)
3.1
(17%)
3.3
(18%)
Post Stock Up
Pantry Stocking
Quick Trip
24.9
18.0
Spend in
Pantry
Stocking trips
grew 38% vs.
YA
Spend in
smaller trips
grew 1% vs.
YA
Source: IRI National Consumer Panel 4 weeks ending April 19, 2020. All Outlets. Pre Stock Up 3/1-3/8, Peak Stock Up 3/15-3/22, Post Stock Up 3/29-4/19
AVG. WEEKLY TRIP COUNT BY TYPE (M) AVG. WEEKLY DOLLAR SALES ($B) BY TRIP TYPE
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 19
While Both Edible and Nonedible Trips Have Decreased
in Post Stock Up, Edible Basket Sizes Continue to Grow
TRIPS PER BUYER
(AVERAGE WEEKLY)DOLLARS PER TRIP UNITS PER TRIP
3.0
3.9
2.9
Pre Stock Up Peak Stock Up Post Stock Up
$21.67 $21.58 $21.04
Pre Stock Up Peak Stock Up Post Stock Up
Nonedible
Edible
UnitedStates
% Change vs YA
3.8 3.7 3.6
Pre Stock Up Peak Stock Up Post Stock Up
1.7% 3.7% -0.8%
% Change vs YA
3.5
4.7
3.5
Post Stock UpPre Stock Up Peak Stock Up
6.5% 40.7% 0.1%
9.310.4 10.8
Post Stock UpPre Stock Up Peak Stock Up
-1.2% 17.5% 24.7% -2.1% 15.1% 17.0%
6.2% 36.4% 1.9% 2.2% 4.8% 3.1%
$26.37$30.04 $32.05
Peak Stock UpPre Stock Up Post Stock Up
Source: IRI National Consumer Panel 4 weeks ending April 19, 2020. All Outlets. Pre Stock Up 3/1-3/8, Peak Stock Up 3/15-3/22, Post Stock Up 3/29-4/19
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 20
Post Stock-up, Packaged and Frozen Food
Remains Elevated, But More Fresh Food in Basket
Average Basket
1.4
(4%)
1.3
(4%) 2.1
(7%)
1.8
(6%)
2.2
(6%)
0.9
(3%)
1.4
(5%)
7.0
(22%)
3.2 (9%)
0.8
(2%)
2.1
(7%)
2.5
(8%)
2.4
(8%)
3.7 (10%)2.8
(7%)
2.4
(8%)
2.9
(9%)
0.9
(3%)
Avg. YA
(8 w/e 4/21/19)
1.8
(5%)
1.1
(3%)
37.7
1.9
(6%)
3.2 (8%)
1.7
(5%)
0.7
(2%)
1.5
(4%)
2.4
(7%)
Peak
Stock Up
2.0
(6%)
0.9
(3%)
3.1
(10%)
7.3
(22%)
2.0
(6%)
1.8
(5%)
2.9
(9%)
Pre
Stock Up
1.4
(4%)
2.8
(8%)
3.3
(9%)
2.2
(6%)
9.0
(25%)
0.9
(2%)2.7 (7%) 3.3 (9%)
1.2
(3%)
9.2
(24%)
2.3
(6%)
1.4
(4%)
3.5
(9%)
0.7
(2%)3.3 (9%)
Post
Stock Up
1.6
(5%)
2.3
(7%)
2.6
(8%)
1.6
(4%)
0.8
(2%)
32.8
36.11.8
(5%)
3.0
(10%)0.8
(3%)
31.1
+5%
+16%
+21%
Pet Food + Care
Paper Products
OTC Healthcare
Home Care
Personal Care
General Merchandise
Beverage
Cosmetics
Packaged Food Dairy
Alcohol
Baby Food + Care
Frozen Foods
Fresh Foods
UnitedStates
Nonedible Edible
Source: IRI National Consumer Panel 4 weeks ending April 19, 2020. All Outlets. Pre Stock Up 3/1-3/8, Peak Stock Up 3/15-3/22, Post Stock Up 3/29-4/19
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 21
The Easter Week Basket had a Higher
Share of Packaged and Frozen Food
Average Basket – Easter Weeks
2.2
(6%)
0.9
(3%)
1.2
(4%)
0.8
(3%)
2.2
(7%)
2.1
(7%)
9.8
(26%)
1.7
(6%)
2.9
(9%)
7.4
(24%)
0.7
(2%)
2.4
(8%)
2.3
(7%)
2.1
(7%)
Easter Week
2019
1.1
(3%)
1.5
(4%)
1.7
(5%)
2.1
(6%)
0.8
(2%)
3.5
(9%)
0.7
(2%)
3.3
(9%)
3.4
(9%)
3.7
(10%)
Easter Week
2020
2.8
(7%)
1.3
(4%)
1.4
(4%)
30.7
38.0
2.8
(9%)
+24%
OTC Healthcare
Paper Products
Personal Care
Frozen Foods
Pet Food + Care
Home Care DairyCosmetics
General Merchandise
Beverage
Packaged Food
Alcohol
Baby Food + Care
Fresh Foods
UnitedStates
Source: IRI National Consumer Panel All Outlets data Week Ending 12 April 2020 vs 21 April 2019
Nonedible Edible
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 22
2019 2020
Nonedible: Largest Post Stock Up Gains Seen in Paper Products
and Home Care Which Shoppers are Buying More Frequently
Post Stock Up: Latest 4 Weeks Ending April 19, 2020
80
9698
Paper Products Home Care OTC Healthcare
100
8491
Avg. Units per TripTrips per Buyer
9.4 9.4
16.2
9.9 9.2
17.6
OTC HealthcarePaper Products Home Care
1.7
2.01.8
1.6
1.9 1.9
OTC HealthcarePaper Products Home Care
2.1
2.72.8
2.6
3.2
2.7
Paper Products Home Care OTC Healthcare
UnitedStates
Household Buyers (M) Basket Size ($)
Source: IRI National Consumer Panel All Outlets Data 4 Weeks Ending 19 April 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 23
Edible: Consumers Purchased Larger Baskets of Frozen &
Packaged Foods as Well as Beverages
Post Stock Up: Latest 4 Weeks Ending April 19, 2020
113
BeverageFrozen Foods
112
Packaged Food
123 123 119 118
Household Buyers (M) Basket Size ($)
Avg. Units per TripTrips per Buyer
11.413.0
8.5
12.9
15.9
9.4
Frozen Foods Packaged Food Beverage
3.2
5.6
3.13.4
6.6
3.2
Packaged FoodFrozen Foods Beverage
3.7
8.7
5.8
4.3
8.9
5.9
Frozen Foods Packaged Food Beverage
2019 2020
UnitedStates
Source: IRI National Consumer Panel All Outlets Data 4 Weeks Ending 19 April 2020 vs. Year Ago
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 24
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 25
US / UK / Italy Comparison: Stock Up vs. Replenishment
$ Sales % Change vs. Year Ago / WE February 9 – April 19, 2020
-20%-13%
4%0%
-25%
50%
25%
75%
UK
U.S.
Italy
Feb 23Feb 16Feb 9 Mar 1 Mar 15 April 19
Stockpiling
begins
Mar 8 Mar 22
Stockpiling
begins
Mar 29 April 5 April 12
Replenishment Time PeriodStock Up Time Period
Source: IRI POS data Week Ending April 19, 2020
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 26
Baby Care, OTC Healthcare, Water Were Some of Largest Pantry
Stocking Aisles; Frozen, Shelf Stable Saw Continued Replenishment
-50
-25
0
25
50
75
-20 0 20 40 60 80 100 120
Water
Frozen Snacks
Baby Food
Drink Mixes
Baking
Breakfast
Hosiery
Health Remedies
Condiments & Sauces
Meals
Frozen Meals
Ss Vegetables
Refrigerated Meats
Other Refrigerated
Refrigerated Dough
Frozen Baked Goods
Cosmetics
Fragrance Automotive
Grooming Supplies
Barbecue
Miscellaneous General Merch
Office/School Supplies
Frozen Fruits & Vegetables Paper Products
Pet Care
Frozen Beverages
Small Appliance Water Treatment
Baby Care
Feminine ProductsFirst Aid
Other Health Care Products
Household Cleaning
Foils, Wraps, & Bags
4 Weeks Ending 03-22-20 vs. YA
4 Weeks Ending 04-19-20 vs. YA
Dairy
Ethnic
Frozen Meat/Poultry/Seafood
Ss Fruit
HIGH STOCK UP
HIG
H R
EP
LE
NIS
HM
EN
T
"Discretionary"
Declining Stock-Up/
Declining Replenishment
"Necessities"
High Stock-Up/
High Replenishment
"Pantry Stocking"
High Stock-Up/
Low Replenishment
"Quarantine Needs"
Low Stock-Up/
Elevated Replenishment
High replenishment may be tied to
either increased consumption or
inventory (re: paper products)h
Note: Segments based on IRI Standard "Aisles“ / Source: IRI POS data Week Ending April 19, 2020
UnitedStates
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 27
Most Stocked Up Categories Continue to be Replenished
-50
-25
0
25
50
75
100
125
-80 -60 -40 -20 0 20 40
Oral Hygiene
Hot & Cold Desserts
Vms & Nutrition
Hot Beverages
Milk, Topping & Whiteners
Other Frozen
Deos & Personal Wash
Sauces & Pickles
Soup
Frozen Vegetables
Instore Bakery Fortified WineWine
Garden & Flowers
Household Paper
Chilled Fruit Juice & Lunch Products
Misc Non Food
Chilled Ready Meals
Ice Cream & Desserts
Sausages
Chilled Salads
Chilled Sauces
Suncare
Chilled Soup & Fresh Pasta Foils & Wraps
Newspapers & Magazines
Rice, Pulses & Cereals
Skincare
Fresh Pork
Other Fresh Meat
Frozen Fish
Frozen MeatBaby Food
Fruit
Vegetables
Baby Care
Celebrations & Seasonal
Haircare
Medicines
Housewares
Home Entertainment
Other Health & Beauty
Razors & Blades
Sanitary Protection
4 w/e 21-Mar-20 vs. YA
Photo
Cleaning Products
Canned Meats
Household Sundries
Detergents/Laundry
A/V & Computing Electronics
Books
Computer GamesLoose Fresh Fish
Dry Pasta & Noodles
Telephones/Mobile Phone
Tobacco
Toys
Pet Non FoodPetfood
Cooking Products
4 w/e 18-Apr-20 vs. YA
Stationery
HIGH STOCK UP
HIG
H R
EP
LE
NIS
HM
EN
T
"Discretionary"
Declining Stock-Up/
Declining Replenishment
"Necessities"
High Stock-Up/
High
Replenishment
"Pantry Stocking"
High Stock-Up/
Low Replenishment
"Quarantine Needs"
Low Stock-Up/
Elevated
Replenishment
Note: Segments based on IRI Standard "Categories“ / Source: IRI POS data Week Ending April 19, 2020
UnitedKingdom
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 28
Audio/Video/Music/Movies
Most Stocked Up Categories Continue to be Replenished
-100
-75
-50
-25
0
25
50
75
100
-100 -50 0 50 100 150
Clothes Accessories
Wine
Accessories
Surface Detergents
Clocks
Surface DetergentsInsect Control
Eggs
Pasta
Fresh dressing
Shaving & Depilatories
Hygienic Products
Haircare
Luggage
Electric Personal Appliances
Basic ingredients
Diet products
Cooked pork
Tomato derivates
Clothes - Woman
Clothes - Kids and Baby
Electric Appliances
Clothes - Man
Linen
Water
Perfumery
Socks Man-Kids
Frozen Foods
4 w/e 22-03-2020
Parapharma
Decorations
Other chilled
4 w/e 19-04-2020
Haberdashery
Gardening
Paints And Adhesives Sweet creams
Personal Hygiene
Rice & Cereals
Milk & milk derivates
HIGH STOCK UP
HIG
H R
EP
LE
NIS
HM
EN
T
"Discretionary"
Declining Stock-Up/
Declining Replenishment
"Necessities"
High Stock-Up/
High
Replenishment
"Pantry Stocking"
High Stock-Up/
Low Replenishment
"Quarantine Needs"
Low Stock-Up/
Elevated
Replenishment
Note: Segments based on IRI Standard "Sectors“ / Source: IRI POS data Week Ending April 19, 2020
Italy
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 29
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 30
Italy Has Seen Continued Upward Trajectory in Growth of
Click & Collect and Home Delivery / Shipment E-Commerce
# COVID-19 Cases / CPG Sales % Change vs. Year Ago
61%
87%88%137%
86%
357%
277%
433%
554% 539%473%
687%740%
-200%
0%
200%
400%
600%
800%
221%
21-
Feb
109%
19-
Feb
119%
17-
Feb
15
206%
22-
Feb
27-
Mar
10-
Apr
20-
Feb
21-
Mar
27-
Feb
98%
23-
Feb
24-
Feb
7-
Apr
24-
Mar
10-
Mar
25-
Feb
5-
Apr
26-
Feb
30-
Mar
13-
Apr
28-
Feb
29-
Feb
31-
Mar
1-
Mar
23-
Mar
2-
Mar
3-
Apr
13-
Mar
3-
Mar
4-
Mar
5-
Mar
6-
Mar
20-
Mar
18-
Apr
15-
Mar
7-
Mar
111
11-
Mar
8-
Mar
9-
Mar
12-
Mar
8-
Apr
16-
Mar
14-
Mar
17-
Mar
18-
Mar
200%
6-
Apr
19-
Mar
134%
136
17-
Apr
22-
Mar
25-
Mar
26-
Mar
28-
Mar
29-
Mar
1-
Apr
2-
Apr
4-
Apr
9-
Apr
217%
11-
Apr
-81%
12-
Apr
47
14-
Apr
15-
Apr
16-
Apr
1 1
28
2 2
156
3
102
103 4 5 6 7 9 12
18
18-
Feb
2532
3641
5459
6459
6974
81
92 98106
21
120
152
125
129 133139
144 148156
160162 165 169 172
115
eCommerce
Click & Collect
Home Delivery / Shipment
COVID-19 Cases (k)
11 cities in Lombardia and
Veneto are declared "Red
zones" and locked down
All schools and
universities across
Italy are closed down
Easter Sunday
Italy is declared Red zone – the next
day all non-essential activities are shut
down
Italy
Note: eCommerce Includes select eCommerce retailers including Amazon, other local eRetailers and the eCommerce operations of traditional Brick & Mortar retailers Home delivery / shipment: goods delivered at doorstep of purchaser, Click & Collect: purchaser submit order online and collects in store, accounts for 9% of total eCommerce.
Source: IRI Panel online, Dates reflect Monday, 17 February through Sunday 18 April, 2020. Worldometer as of April 20, 2020.
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 31
In France, E-Commerce Has Consistently
Grown While In-Store Declined due to Easter Alignment
CPG E-Commerce Sales % Change vs. Year Ago
1,2095,423
16,018
40,174
92,839
120,633
147,844
8.7%
40.1%
30.7%
2.0% 1.6%
10.4%
-6.9%
13.2%
5.3%
14.3%
30.4%
62.1%
74.9%
65.1%
76.8%
96.2%
87.9%
-10
0
10
20
30
40
50
60
70
80
90
100
16-Feb 5-Apr8-Mar
1.2% 0.9%
1-Mar
6.1%
23-Feb 15-Mar 19-Apr22-Mar 29-Mar 12-Apr
12 12 130
France
E-Com %
share of total6.8% 6.5% 7.4% 8.0% 7.7% 8.5% 10.7% 11.2% 10.5% 10.7%
In-Store
eCommerce
COVID-19 Cases
Note: Includes Click & Collect and some Home Delivery providers (Home Delivery represents a small portion of sales. Excludes Amazon.
Source: IRI POS Data Week Ending April 19, 2020. Worldometer as of April 29, 2020
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 32
In Spain, eCommerce Sales Have Grown Since the Start of
Lockdown with a Spike in the Most Recent Week
CPG E-Commerce Sales % Change vs. Year Ago
6747,988
80,110
131,646
166,831
198,674
10.9%
79.0%
10.8% 8.9% 10.5%17.5%
49.1%
20.3%
3.5%
22.4%32.6%
51.3%
75.6%
215.3%
-20
0
20
40
60
80
100
120
140
160
180
200
220
23-Feb 1-Mar16-Feb 19-Apr22-Mar
-5.1%
8-Mar 15-Mar 29-Mar 5-Apr 12-Apr
2 2 84
-1.9%4.0%
54.1%
6.7%
28,768
84.3%
E-Com %
share of total1.9% 1.9% 2.1% 2.2% 1.6% 2.1% 2.5% 3.1% 2.8% 3.2%
COVID-19 Cases
In Store
eCommerce
Note: eCommerce includes Brick & mortar retailers that deliver online orders to customer homes and Amazon.
Source: IRI Data Ending April 19, 2020. Worldometer as of April 29, 2020
Spain
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 33
appendix
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 34
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
Germany DataIncludes hypermarkets,
supermarkets, and
drug stores
Italy DataExcludes open air markets
estimated at 6% of total
FMCG sales
Netherlands DataData collected for
supermarket, including online
UK DataAggregated sales across
major grocery retailers
France DataData collected in
hypermarkets, supermarkets,
discount, convenience
stores and e-shopping
New Zealand Data• Represents grocery channel
• Point of sale data, accounting
for 100% of pre-packaged
grocery sales
SpainIncludes hypermarkets and
supermarkets >100M and
modern drug stores
© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 35© 2020 Information Resources Inc. (IRI).
Confidential and Proprietary. 35
CONTACT U.S. FOR MORE
INFORMATION
IRI U.S. / Global HQ
Chicago, IL
+1 312.726.1221
IRI France
Chambourcy Cedex
+ 33 (0) 1 30 06 22 00
IRI Germany
Düsseldorf
+49 211 361190Follow IRI on Twitter: @IRIworldwide
IRI Netherlands
+31 (0) 418-570800
IRI New Zealand
Ellerslie, Auckland
+64 9526 5408
IRI United Kingdom
Bracknell, Berkshire
+44 (0) 1344 746000
IRI Greece
Athens, Greece
+30 210 27 87 600
IRI Italy
Milan: +39 02 52579 1
Rome: +39 335 73 12 283
IRI Spain
Madrid
+(0034) 91 548 80 80