REVENUE MANAGEMENT OPPORTUNITIES IN A PANDEMIC …...Oct 30, 2020 · Ppt. chg. vs. YA Ppt. chg....

Part October

2020

REVENUE MANAGEMENT OPPORTUNITIES IN A PANDEMIC ENVIRONMENT

COVID-19

The Changing Shape of the CPG Demand Curve 30

© 2020 Information Resources Inc. (IRI). Confidential and Proprietary. 2

EXECUTIVE SUMMARYFollowing the COVID-19 pandemic surge, CPG has seen rising price/mix across channels, driven by a combination of fewer promotions, shifts to more premium products and increasing shelf price. While these increases are starting to slow, price/mix growth remains well above historical averages. In this pandemic environment, continued high demand and supply constraints have lowered price sensitivity of shoppers, particularly in e-commerce and grocery channels. In this report we focus on how price and promotion sensitivity has changed in the largest channel, grocery, which has gained share during the pandemic. A variety of pricing and promotion strategies are used in this channel, enabling IRI to measure price elasticity accurately. We contrast how shoppers react to price in grocery channel vs. other leading channels such as e-commerce, mass merchandisers and drug.

Key Pricing and Promotional Trends

• Shoppers have become less price sensitive in edible categories and even more in some supply-constrained nonedible categories.

• Shoppers are willing to pay more while shopping in e-commerce and grocery channels for high demand categories such as meat,

frozen meals and paper products.

• Mainstream and value brands, typically more price sensitive, have seen slightly greater declines in sensitivity than premium brands.

Premium products are, as expected, the least price sensitive and are in higher demand even among lower income shoppers.

• Sensitivity to promotional pricing fell more than everyday prices with a reduction in promotions in many categories. Promotion levels

and promotional investment efficiency are returning to normal levels for most categories.

Implications

• Optimize revenue management practices to reflect K-shaped economic recovery:

− Ensure adequate opening price points and value products for low-income shoppers.

− Drive sales of premium and super premium products to shoppers who are willing to redirect more of their discretionary income

to CPG products.

− Refine price-pack-channel architecture to capture emerging growth demand spaces (e.g., nonedible in grocery, e-commerce).

• Fine tune assortment to meet the unique needs of premium and value customers.

• Track promotional execution and effectiveness to direct investments to maximize returns.

• Understand the effect of your pricing and promotion on specific shopper segments in order to drive penetration and incremental

revenue.

• Continuously monitor price and promotional elasticity at granular levels and adapt revenue growth management practices.


PRICING ANDPROMOTION TRENDS


CPG Price / Mix Growth Accelerated Since March,

But High Growth Is Starting to Slow in Recent Periods

2020 CPG Price / Mix1 and Sales % Change vs. YA / MULO Including ePOS2

1.8 1.8

3.95.0 5.4 5.3 4.8 4.7

3.8

2.9 2.63.3

6.4 6.0 6.0 5.6 5.74.8

8 WE

2/23/20

4 WE

3/22/20

4 WE

4/19/20

4 WE

5/17/20

4 WE

6/14/20

4 WE

7/12/20

4 WE

8/9/20

4 WE

9/6/20

4 WE

10/4/20

-0.2 36.3 17.3 19.4 10.4 9.4 9.5 6.6 8.3

1.6 38.7 21.9 25.3 16.4 15.2 14.7 11.6 12.3

-1.9 29.3 -1.3 2.6 -0.2 1.3 2.4 -2.2 0.1

0.9 32.7 1.9 9.2 5.8 7.4 8.2 3.3 4.9

Price / Mix per Volume

Est. Volume

Dollars

EDIBLE

Price / mix

has grown

on average

2.5%over last

10 years

Price / mix

growth last

exceeded

5% in

2008

1. Dollar-weighted price per volume change across categories. 2. Includes e-commerce Click & Collect from reporting retailers. Source: IRI POS data ending 10/4/20.

NONEDIBLE

Price / Mix per Volume

Est. Volume

Dollars


Reduced Promotions Are the Main Driver of Increased Price / Mix Growth, But

Increases in Everyday Prices and Premiumization Are Also Contributing to Growth

Decomposition of Price per Volume % Change vs. YA / Grocery Channel / 26 WE 10/4/20

1.6%

1.6%

2.2%

1.6%

1.0%

1.0%

3.9%

4.8%

4.2%

4.1%

1.0%

2.0%

2.9%

1.3%

0.8%

1.0%

2.9%

1.7%

Ice Cream

Frozen Dinners

Frozen Pizza 7.7%

Salty Snacks

Carbonated Soft Drinks

Reduction in Promotion

Shampoo

4.7%

Mix Shift / PremiumizationShelf Price Increases

8.4%

6.7%

7.2%

4.8%

EXAMPLES

Total Price / Vol Change

Note: Shelf Price refers to changes in everyday price at item level. Promotions includes promotion frequency and depth (driven by frequency). Mix shift refers to different in product mix vs. YA, driven by shifts to more premium brands (positive effect) countering shift to larger pack sizes (negative effect). Source: IRI POS data ending 10/4/20. IRI Strategic Analytics


Price Promotion Was Initially Less Frequent,

Yet Is Returning in Recent Months

2020 CPG Promotional Index / MULO

100.789.7

60.6 57.5 65.969.3

86.5 88.2 90.0

102.092.5

52.6 45.3 53.356.1

73.8 72.7 75.0

Promotional index defined as % of dollar sales sold with any merchandising condition, indexed to YA value. Source: IRI POS data ending 10/4/20.

8 WE

2/23/20

4 WE

3/22/20

4 WE

4/19/20

4 WE

5/17/20

4 WE

6/14/20

4 WE

7/12/20

4 WE

8/9/20

4 WE

9/6/20

4 WE

10/4/20

EDIBLE

NONEDIBLE


With Increased At-Home Spending, Consumers Are Trading Up to

More Premium Products in Grocery and Other Large Format Channels…

Price Tier Growth by Channel / Dollar Share in 40 Largest Categories1

15.6% 14.8%

9.3% 8.8%

47.7% 47.8%

11.1% 11.6%

16.3% 16.9%

Value

Private Label

Mainstream

Super Premium

Premium

+0.9

+0.3

-0.2

-0.4

-0.6

+0.6

+0.3

-0.4

-0.2

-0.3

Ppt. chg. vs. YA

Ppt. chg. vs. YA

Ppt. chg. vs. YA

19.3% 19.4%

10.7% 9.9%

46.6% 45.9%

10.2% 10.9%

13.3% 13.8%

Private Label

Super Premium

Premium

Value

Mainstream

+0.6

0.0

-1.2

-0.2

+0.8

Ppt. chg. vs. YA

+1.0

+0.7

-1.2

-0.5

+0.1

1. Top 25 largest edible and top 15 largest nonedible CPG categories. Price tier defined as avg price per volume vs. subcategory. Super Premium = >+50% above subcategory average, Premium = +25% to +50%, Mainstream = -25% to +25%, Value =


…With Largest Growth Among Premium Products in high demand

Household Cleaning and Beverage Alcohol Categories

Vitamins,

Bread

& Ice

Creamare also seeing

gains in

Premium, while Value and

Private Label lose share

Share of Dollar Sales in Largest Categories1 for Key Price Tiers / Grocery Channels

Top Premium & Super Premium Growth Categories

Category12 WE Oct-4

Share

L12 Share

ppt. chg. vs. YA

Soap 32.9% 10.1

Household Cleaner 37.2% 6.5

Paper Towels 45.4% 6.1

Spirits/Liquor 45.0% 4.6

Beer/Ale/Alcoholic Cider 35.0% 3.2

Wine 51.6% 2.7

Coffee 29.6% 2.2

Pet Food 48.8% 1.9

Dish Detergent 55.5% 1.9

Cold/Allergy/Sinus Tablets 57.0% 1.8

Top Mainstream Growth Categories

Category12 WE Oct-4

Share

L12 Share

ppt. chg. vs. YA

Internal Analgesics 35.8% 2.3

Luncheon Meats 43.5% 2.2

Vitamins 31.3% 2.2

Fresh Bread & Rolls 45.1% 1.9

Food & Trash Bags 21.3% 1.7

Laundry Detergent 44.3% 1.6

Pizza – Frozen 54.9% 1.5

Ice Cream/Sherbet 26.8% 1.4

Breakfast Meats 48.2% 1.2

Juices/Drinks - Refrigerated 64.3% 1.2

1. Top 25 largest edible and top 15 largest nonedible CPG categories. Price tier defined as avg price per volume vs. subcategory. Super Premium = >+50% above subcategory average, Premium = +25% to +50%, Mainstream = -25% to +25%, Value =


EVERYDAYPRICE


EDIBLE NONEDIBLE

In the Current Pandemic Environment, Grocery Channel

Shoppers Have Become Less Price Sensitive to Everyday Prices

Impact of Everyday Price Change on Volume 2020 vs. 2019 – Grocery Channel

16.6

13.714.7

9.6

0

5

10

15

20 -1.9

-4.2

2019

2020

% change

in volume

from 10%

decrease

in price

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. 26 weeks ending 10/6/19 compared to 26 weeks ending 10/4/20. Source: IRI Revenue Growth Management proprietary store-level models.

• Edible products are more price sensitive than nonedible products.

• There has been a decrease in price sensitivity in 2020.

• There is a greater decline in price sensitivity with nonedible products.


GROCERY E-COMMERCE

In Edibles, E-Commerce Price Sensitivity

Is Now Below Grocery Channel Levels

Impact of Everyday Price Change on Volume 2020 vs. 2019Grocery Channel vs. E-Commerce, Edible Categories

16.618.1

14.7

13.0

0

5

10

15

20 -1.9-5.1

% change in volume from 10% decrease in price

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. E-Commerce based on pure-play ecom retailer. 26 weeks ending 10/6/19 vs 26 weeks ending 10/4/20. Source: IRI Revenue Growth Management proprietary models.

2019

2020

Significant

increase in

demand for

food-at-home is

driving bigger

declines in price

sensitivity in

e-commerce.

E-commerce is

driving lower

price sensitivity

in this channel.


EDIBLE

NONEDIBLE

Shoppers in Other Channels (Excluding Grocery)

Exhibit More Everyday Price Sensitivity

Impact of Everyday Price Change on Volume 2020 vs. 2019% Change in PPG Volume from 10% Decrease in Price

16.612.4 13.6

16.514.7 13.2 12.616.6

10

-1.9 +0.8-1.0

+0.2

13.7 12.3 11.88.69.6

14.711.3 9.6

Grocery Drug

10

-4.2+2.4

-0.5 +1.0

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. 26 weeks ending 10/6/19 vs 26 weeks ending 10/4/20. Source: IRI Revenue Growth Management proprietary store-level models.

2019

2020

The mass

channel is

exhibiting higher

price sensitivity

in 2020,

consistent with

skew to lower

income shopper.

Shoppers are

willing to pay

more for

nonedibles

while shopping

in the grocery

channel.


21.1 16.9 -4.2

15.5 11.5 -4.0

14.3 11.0 -3.3

15.3 12.6 -2.7

17.0 14.3 -2.7

16.1 14.0 -2.1

14.6 12.5 -2.1

19.6 18.6 -1.0

16.3 15.3 -1.0

10.5 10.4 -0.1

11.3 11.3 0.0

Price Sensitivity Declines Are Greatest in High Demand Categories…

Edible Categories Change in Everyday Price Sensitivity% Change in PPG Volume from 10% Decrease in Price, Grocery Channel

CategoryCategory Growth

2020 vs. YA

Everyday Price Sensitivity% change in volume from 10% decrease in price

2019 2020 Δ 2020 - 2019

Coffee 12%

Refrigerated Meat 27%

Ice Cream / Sherbet 20%

Frozen / Refrigerated Poultry 26%

Frozen Pizza 25%

Salty Snacks 15%

Frozen Dinners / Entrées 13%

Carbonated Beverages 16%

Cold Cereal 9%

Fresh Bread & Rolls 13%

Tea – Bags / Loose 22%

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. Source: IRI Revenue Growth Management proprietary store-level models.

Insensitive

Sensitive

Price Sensitivity

Less Sensitive

More Sensitive

Sensitivity Δ

Little change in price sensitivity in

staple categories


…with Similar Trends in E-Commerce

Edible Categories Change in Pricing Sensitivity / Grocery Channel vs. E-Commerce% Change in PPG Volume from 10% Decrease in Price

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. E-Commerce based on pure-play ecom retailer. Pre COVID is 26 weeks ending 10/6/19. Post COVID is 26 weeks ending 10/4/20. Source: IRI Revenue Growth Management proprietary models.

Category

Category

Growth

2020 vs.

YA

Grocery E-Commerce

Everyday Price Sensitivity% chg. in volume from 10% decrease in price

Everyday Price Sensitivity% chg. in volume from 10% decrease in price

2019 2020Δ 2020 -

20192019 2020

Δ 2020 -

2019

Coffee 14% 21.1 16.9 -4.2 23.1 15 -8.1

Refrigerated Meat 35% 15.5 11.5 -4.0 16.9 10.3 -6.6

Ice Cream / Sherbet 21% 14.3 11.0 -3.3 15.1 9.7 -5.4

Frozen/Refrigerated Poultry 27% 15.3 12.6 -2.7 16.6 11.2 -5.4

Frozen Pizza 25% 17.0 14.3 -2.7 17.3 12 -5.4

Salty Snacks 18% 16.1 14.0 -2.1 16.2 11.7 -4.5

Frozen Dinners/Entrées 16% 14.6 12.5 -2.1 - - -

Carbonated Beverages 19% 19.6 18.6 -1.0 - - -

Cold Cereal 10% 16.3 15.3 -1.0 15.8 12.6 -3.2

Fresh Bread & Rolls 15% 10.5 10.4 -0.1 9.2 8.5 -0.8

Tea – Bags / Loose 24% 11.3 11.3 0.0 23.9 12.8 -11.2

Insensitive

Sensitive

Price Sensitivity

Less Sensitive

More Sensitive

Sensitivity Δ


High Demand, Supply-Constrained Categories in

Nonedible Had Significant Drop in Price Sensitivity

Nonedible Categories Change in Pricing Sensitivity / Grocery Channel% Change in PPG Volume from 10% Decrease in Price

CategoryCategory

Growth

2020 vs. YA

Category In

Stock %

2020

Everyday Price Sensitivity

2019 2020Δ 2020 -

2019

Bleach 38% 63% 16.9 7.7 -9.2

Toilet Tissue 12% 71% 17.1 9.2 -7.9

Paper Towels 21% 71% 15.5 8.5 -7.0

Air Fresheners 18% 82% 14.9 10.7 -4.2

Soap 52% 80% 13.2 9.6 -3.6

Cups & Plates 12% 85% 14.4 11.0 -3.4

Food & Trash Bags 12% 82% 13.7 11.1 -2.6

Household Cleaner 37% 76% 11.8 9.6 -2.2

Foils & Wraps 24% 90% 10.5 9.6 -0.9

Eye/Contact Lens Care Product -9% 92% 7.3 6.4 -0.9

Cosmetics - Facial -26% 95% 4.9 4.2 -0.7

Cold/Allergy/Sinus Tablets -11% 76% 9.7 9.1 -0.6

Shampoo 0% 91% 10.0 10.1 0.1

32% 63% 16.9 7.7 -9.2

17% 71% 17.1 9.2 -7.9

28% 71% 15.5 8.5 -7.0

13% 82% 14.9 10.7 -4.2

79% 80% 13.2 9.6 -3.6

18% 85% 14.4 11.0 -3.4

15% 82% 13.7 11.1 -2.6

44% 76% 11.8 9.6 -2.2

29% 90% 10.5 9.6 -0.9

-1% 92% 7.3 6.4 -0.9

-23% 95% 4.9 4.2 -0.7

-8% 76% 9.7 9.1 -0.6

3% 91% 10.0 10.1 0.1

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. Source: IRI Revenue Growth Management proprietary store-level models.

Insensitive

Sensitive

Price Sensitivity

Less Sensitive

More Sensitive

Sensitivity Δ

Significantly less price sensitivity in

high demand, low in-stock

categories and little promotion after

pandemic outbreak.

Little change in price sensitivity in

low demand categories.


PRIVATE LABEL VALUE MAINSTREAM PREMIUM

Mainstream and Value-Priced Brands Have Higher Price

Sensitivity and a Bigger Decline in Sensitivity During COVID-19

Elasticity by Price Tiers / Grocery Channel

13.4

16.417.6

14.6

11.3

14.0

15.6

13.0

10

-2.1

-2.3-2.0

-1.6

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. 26 weeks ending 10/6/19 vs. 26 weeks ending 10/4/20. Source: IRI Revenue Growth Management proprietary store-level models.

2019

2020


PROMOTIONALPRICES


Snacks, Beverage, Beverage Alcohol, Mouth Care, Laundry Aisles Are Back

to Typical Promotion Levels, While Meals, Frozen, Paper Products Are Low

Promotion Index Select Periods / Grocery Channel

EDIBLE

AislePre COVID-19

% on Merch

Promotion Index vs. YA

4 WE 4/19/20 4 WE 7/12/20 4 WE 10/4/20

Cookies & Crackers 51% 58 68 99

Coffee & Tea 41% 66 80 98

Carbonated Soft Drinks 61% 67 78 98

Candy 40% 67 58 97

Snacks 49% 59 66 97

Liquor 36% 70 72 97

Water 46% 45 70 97

Breakfast 39% 68 80 93

Juices 33% 56 73 90

Frozen Desserts 35% 70 75 90

Dairy 31% 61 88 89

Bakery 39% 55 59 89

Refrigerated Beverages 35% 67 77 89

Ethnic 38% 41 42 86

Frozen Meat/Poultry/Seafood 43% 54 61 85

Sports/Energy Drinks 38% 71 84 83

Refrigerated Meats 41% 68 60 83

Frozen Meals 40% 61 67 82

Frozen Fruits & Vegetables 32% 54 49 80

Meals 35% 52 47 79

NONEDIBLE

AislePre COVID-19

% on Merch

Promotion Index vs. YA

4 WE 4/19/20 4 WE 7/12/20 4 WE 10/4/20

Mouth Care 28.9% 63 68 95

Laundry 36.2% 51 81 93

Feminine Products 27.4% 59 72 92

Nutrition/Weight Loss 37.8% 65 76 91

Skin Care 24.8% 49 55 87

Personal Cleansing 30.3% 42 51 86

Health Remedies 25.3% 49 61 85

Household Plastics/Storage 30.1% 74 69 84

Hair Care 27.8% 64 72 78

Foils, Wraps & Bags 23.3% 74 63 69

Disposable Tableware 27.9% 51 54 57

Baby Care 27.6% 46 66 57

Household Cleaning 25.3% 44 34 52

Paper Products 40.4% 26 21 40

Source: IRI POS data ending 10/4/20.

Greater vs. YA

Lower vs. YA


EDIBLE NONEDIBLE

Grocery Shoppers Become Less

Price Sensitive to Promotional Prices

CPG Average PPG Price Elasticity 2020 vs. 2019 / Grocery Channel

19.0

14.0

16.3

8.5

0

5

10

15

20

10

-2.7

-5.5

2019

2020

% change in

volume from

10% decrease

in price

Note: Average PPG price elasticity measured across PPGs (top 80% by volume) in 30 representative categories. E-Commerce based on pure-play ecom retailer. 26 weeks ending 10/6/19 vs 26 weeks ending 10/4/20. Source: IRI Revenue Growth Management proprietary models.


However, Promotional Efficiency Has Begun to Improve In Recent

Weeks, Suggesting That Promotional Prices Are Driving Incremental Sales

2020 CPG Promotional Efficiency Index / Grocery

Promotional Efficiency index defined as incremental promotional sales dollars per dollar invested in promotional price buy-down, indexed to YA value. Source: IRI POS data ending 10/4/20.

8 WE

2/23/20

4 WE

3/22/20

4 WE

4/19/20

4 WE

5/17/20

4 WE

6/14/20

4 WE

7/12/20

4 WE

8/9/20

4 WE

9/6/20

4 WE

10/4/20

EDIBLE

NONEDIBLE

97.4

132.6

98.086.5

74.6 75.386.8 89.3 91.8

100.5

134.7

94.782.1 78.2 82.5

98.8 99.9 93.0


CategoryCategory

Growth

2020 vs. YA

Category In

Stock % 2020

Promotional

Index vs YA

Promoted Price Sensitivity

2019 2020 Δ 2020 - 2019

Toilet Tissue 12% 71% 35 23 6.3 -16.7

Paper Towels 21% 71% 31 15.8 4.2 -11.6

Bleach 38% 63% 40 16.7 5.7 -11.1

Household Cleaner 37% 76% 45 13.1 7.7 -5.4

Ice Cream / Sherbet 20% 84% 85 14.5 11 -3.4

Meat - Refrigerated 27% 84% 90 15.8 13.4 -2.4

Carbonated Beverages 16% 83% 85 21.8 19.5 -2.2

Snack Bars/Granola Bars -11% 89% 84 17.7 15.7 -2

Cold Cereal 9% 88% 86 18.1 16.8 -1.3

Fresh Bread & Rolls 13% 88% 76 11.6 10.3 -1.2

Tea – Bags / Loose 22% 85% 81 13 12.1 -0.9

Foils & Wraps 24% 90% 67 6.5 6.2 -0.3

Cosmetics - Facial -26% 95% 50 4.7 4.5 -0.2

Promotions Declined in high demand Supply-Constrained Categories;

Other Categories Remained Sensitive to Promotional Prices

Categories Change in Promoted Price Sensitivity / Grocery Channel% Change in PPG Volume from 10% Decrease in Price

Note:. Promotional index defined as % of dollar sales sold with any merchandising condition 32 weeks ending 10/4/2020, indexed to YA value. Source: IRI Revenue Growth Management proprietary store-level models.

Insensitive

Sensitive

Price Sensitivity

Less Sensitive

More Sensitive

Sensitivity Δ

Categories with low supply and

high demand were promoted less

and saw promoted price sensitivity

drop significantly.

Less promoted price sensitive

categories that remained in stock

were promoted less and did not see

decline in price sensitivity.

Promoted price sensitive categories

that had less supply issues

remained price sensitive and saw

less drop in promotional levels.


• Monitor price elasticity at a granular level with high frequency to capitalize on pricing opportunities in the supply-constrained environment.

• Understand price-pack opportunities across channels and assess potential evolution since onset of COVID-19, especially with e-commerce vs. store.

• Ensure adequate opening price points and value products, while driving sales of premium and super premium products.

• High demand categories have significant declines in elasticities, even going from being elastic to inelastic.− CPG manufacturers may have an opportunity to increase

prices to cover increased costs in high demand categories.• Manage trade-in gap between value and mainstream and

between mainstream and premium brands.• Continuously track promotional effectiveness and direct

investments to efforts that deliver the highest returns.

• Attract and retain e-commerce shoppers who are less price sensitive and more loyal with right targeting, messaging and assortment.

• Fine tune assortment; build both value and premium offerings and manage trade-in gap between value and mainstream and between mainstream and premium brands.

• Understand the effect of your pricing and promotion on specific shopper segments in order to drive penetration and incremental revenue.

• Use promotions strategically to drive growth where there is greater price reaction and return on investment. − Consider empathetic promotional strategies for categories of

growing need (e.g., meals, frozen vegetables, fruits) as fatigued home cooks look for more meal inspiration.

• Continuously monitor price and promotional elasticity at granular levels and adapt revenue growth management practices.

Manufacturers Retailers

Tailor Revenue Management Strategies for Success in a PandemicIt is critical to understand shifting price and promotion elasticities across channels and tailor revenue management strategies and tactics accordingly to maximize sales and margin. COVID-19 cases are surging, and a new wave of pantry stocking is expected. This is likely to reaccelerate price / mix growth, with increased demand driving everyday prices up and promotional activity down. Further, with cold weather and COVID-19 restrictions driving consumers back into their homes, the shift to premium and super-premium products is likely to accelerate, a win for both brands and retailers prepared for these shifts.


Vivek Sankaran

President & CEO, Albertsons Companies

August 25, 2020

Ram Krishnan

Global Chief Commercial Officer, PepsiCo

August 17, 2020

Brian Cornell

CEO of Target

July 16, 2020

https://www.iriworldwide.com/en-us/csuite2https://www.iriworldwide.com/en-us/csuite1https://www.iriworldwide.com/en-us/csuite3


Insights and Strategic

Guidance for Better Decisions

IRI’s Online Resources Include Real-Time

Updates and Weekly Reports That Track

the Impact of the Virus on CPG and Retail

The IRI COVID-19 lmpact

Includes COVID-19 impact analyses, dashboards

and the latest thought leadership on supply chain,

consumer behavior and channel shifts for the U.S.

AND international markets.

IRI CPG Economic Indicators, Including

the IRI CPG Demand Index™, IRI CPG

Supply Index™ and IRI CPG Inflation

Tracker™

Accessible through the insights portal

to track the daily impact of COVID-19.

This includes top-selling and out-of-stock

categories across the country and

consumer sentiment on social media.

https://www.iriworldwide.com/en-US/Insights/Publications/coronavirus-impact-to-CPG-and-retailhttps://bit.ly/IRI-COVID-19-Reportshttps://advantage.iriworldwide.com/Engineering/covid19/index.html


(click to see full report)IRI COVID-19 IMPACT ASSESSMENT REPORTS

COVID-19: THE CHANGING SHAPE OF THE CPG DEMAND CURVE

SPECIAL COVID-19 SERIES: RECESSION PROOF YOUR BUSINESS

COVID-19 EMERGING POINT OF VIEW

https://www.iriworldwide.com/IRI/media/Library/COVID-19-Thought-Leadership.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Thought-Leadership-3-25-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Thought-Leadership-4-3-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Thought-Leadership-4-9-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Thought-Leadership-4-17-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Impact-Assessment-Millennials-Meat-5-15-20.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-COVID-19-Impact-Assessment-4-24-2020.pdf/https://www.iriworldwide.com/IRI/media/Library/COVID-19-Changing-Shape-of-the-Demand-Curve-Part-3-6-18-20.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Changing-Shape-of-the-Demand-Curve-Part-4-6-30-20.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Changing-Shape-of-the-Demand-Curve-Part-5-7-24-20.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Changing-Shape-of-the-Demand-Curve-Part-6-7-29-20.pdfhttps://www.iriworldwide.com/IRI/media/Library/U-S-CPG-Growth-Leaders-TL_aug20.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Changing-Shape-of-the-Demand-Curve-Part-8-8-28-2020.pdfhttps:/www.iriworldwide.com/IRI/media/Library/COVID-19-Changing-Shape-of-the-Demand-Curve-Part-8-8-28-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-3-Brand-Performance-5-21-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-2-Maintaining-Pricing-Discipline-5-7-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-I-4-29-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-4-Private-Label-5-28-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-5-Building-Brands-6-3-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-6-Innovation-Lessons-6-12-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/IRI-TL-Recession-Series-Part-7-Defending-and-Recapturing-the-Shelf-7-6-2020-vF.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Demand-Curve-Part-9-Total-Store-Display-9-28-2020-vF.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Demand-Curve-Part-10-Convenience-Rebound-10-20-2020-vF.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Emerging-Point-of-View-7-30-2020.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Emerging-Point-of-View-8-11-2020-vF.pdf/https://www.iriworldwide.com/IRI/media/Library/COVID-19-Emerging-Point-of-View-8-14-2020-vF.pdfhttps://www.iriworldwide.com/IRI/media/Library/COVID-19-Demand-Curve-Part-11-Holidays-10-30-2020-vF.pdf


The IRI CPG Demand Index™ provides a

standard metric for tracking changes in spending

on consumer packaged goods. It measures

weekly changes in consumer purchases, by

dollar sales, against the year-ago period across

departments, including fixed and random weight

products, grocery aisles and retail formats. The

IRI CPG Demand Index™ is available for eight

U.S. regions, all U.S. states, UK, France, Italy,

Germany and the Netherlands.

CLICK HERE FOR MORE!

IRI CPG Demand Index™NOW INCLUDES

U.S., UK, FRANCE, ITALY, GERMANY & NETHERLANDS

https://advantage.iriworldwide.com/Engineering/covid19/?i=0


The IRI CPG Channel Shift Index provides a

standard metric for tracking changes (migration)

in spending on consumer packaged goods across

select channels. The index measures weekly

changes in consumer purchases by dollar sales

and product trips against the year-ago period for

edible and nonedible products. The index is

available for seven geographies – All Outlets,

Grocery, Club, Dollar, Drug, Mass and Total E-

Commerce.


IRI CPG Channel Shift Index™



The IRI CPG E-Commerce Demand Index provides a standard metric for tracking changes in spending on consumer packaged goods purchased online. The index measures rolling quad-weekly changes in consumer purchases by dollar sales against the year-ago period across releasable edible and nonedible departments. The index is available for three channels – Total E-Commerce, Brick & Mortar E-Commerce and Online E-Commerce, and two fulfillment types –Click & Collect and Delivery / Shipment.


IRI CPG E-Commerce

Demand Index™



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REVENUE MANAGEMENT OPPORTUNITIES IN A PANDEMIC …...Oct 30, 2020 · Ppt. chg. vs. YA Ppt. chg....

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