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Consumer behavior shifts: Pantry loading increased this week both online and offline. Many states with rising COVID cases led to brick & mortar dollar growth. Frozen took back the top department spot and online growth was driven by Beverages and Dairy categories.

Penetration and basket values remain strong in brick & mortar and online, while trips move closer to pre-COVID levels.

DEFINING PANTRY WITH CONTINUED REOPENING OF STATES

CONSUMER TRENDS

U.S. shoppers continue to stock up freezers with meals and novelties.

E-COMMERCE

CENTER STOREConsumer demand for frozen foods grows.

E-COMMERCE More buyers are fueling growth this week, while basket values continue to grow.

DEPARTMENTSBaby Care, H&B and Pet supplies continue trending upward.

STORESPenetration increases two weeks in a row.

How Americans Are Shopping During COVID-19Data through time period week ending 6/20

CATEGORY IMPACTS

ACCELERATED GROWTH

GROWTH DRIVERS

LUNCH COMBOS, TRADITIONAL YOGURT, GREEK YOGURT

FROZEN 24% | NA

COMPLETE MEAL, FROZEN NOVELTY, ICE

MEAT21% | NA

BEEF, FRANKFURTER, PACKAGED LUNCH MEAT

xAOC % CHG

CHG IN RANKED IMPACT

DAIRY17% | 87%

BEER, WHISKEY, SPARKLING WINE

PRODUCE21% | NA

PRE-PACKAGED SALADS, TOMATOES, BELL PEPPERS

ALCOHOL23% | 203%

B&M | e-Com

FOR FURTHER WEEKLY DETAIL, CONTACT YOUR LOCAL NIELSEN REPRESENTATIVE.

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STATE LEVEL DRIVERS

BRICK AND MORTAR

Trip consolidation continues to diminish.

Data Source: Nielsen RMS Data Source: Nielsen Homescan

PENETRATION

FREQUENCY

BASKET VALUE +17%

week of 5/30/20week of 6/6/20week of 6/20/20 week of 6/13/20

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2 ONLINE CATEGORY GROWTH DRIVERS

52%ONLINE GROWTH

SINCE START

CLICK & COLLECTUP 96%

HOME DELIVERYUP 42%

-4%

+1%

17%INCREASE IN

BUYERS

0%NO CHANGE

IN TRIPS

14%HIGHER BASKET

VALUES

-2%

+15%

Nielsen E-Com Panel W/E 6/20/2020 versus YAG week

NC

+12%

Strong B&M growth in states with increased COVID cases.

+14%

-3%

-1%

Nielsen E-Com Panel

Grocery is contributing most to online growth this week.

NON-FOOD DEPARTMENTS

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1

WE 6/20/20 vs YAGSource: Nielsen RMS

Shoppers continue to replenish Baby, Pet and H&B supplies.

Baby Care

1 W/E 06/06/20

1 W/E 06/13/20

Pet Care Health & Beauty

$% CHG VS YAGO-1%

+1%

1 W/E 06/20/20

Grocery Department +69%

Cheese +92%

Soft Drinks +112%

Sparkling and Spring Water +88%

$% CHG VS YAGOTotal US 13.8%

W/E 6/20/20

California 14.8%

Arizona 21.3%

Louisiana 19.6%

Tennessee 14.6%