worldpanel

中國新常態-快速消費品緩成長 外國品牌市占續減

工商時報【丁瑞華】
快速消費品類別在中國正經歷成長減緩的階段,Kantar Worldpanel中國總經理Jason Yu說,消費者改變購物習慣,線上通路的擴展和破壞性定價,對在中國快速消費性產品的成長踩煞車。這些趨勢迫使品牌必須瞭解市場的變化,並適應所面臨的「新常態」。
根據Bain&Company與Kantar連續4年研究4萬個中國家庭的購物行為,完成的一份新的報告「在中國贏得購物者的新常態」(Winning Over Shoppers in China’s ‘New Normal)的觀察,快速消費品(FMCG)涵蓋4大消費性產品:個人護理、家庭護理、飲料及包裝消費性產品。這些產品類別在2011年到2012年的成長率是12%,但是在2015年第一季銷售則下降4.4%。
在這一下降趨勢中,消費性產品各類別呈現此消彼長,例如護膚類別,在2014年最後的月份和今年年初的成長有反彈。
研究還發現,高價類別(關乎健康和提高消費者的生活品質)的成長率,超過中國的2.5%的通貨膨脹率。雖然在2014年價格下跌,以調適消費傾向的變化,到2015年有很大程度的反彈。在2015年第一季度平均價格上漲5.4%,高於通膨率的2倍。
同時,大宗產品類別(如軟性飲料、織品柔軟劑)價格的成長,低於通貨膨脹率。
Bain大中國地區合夥人Bruno Lannes說,在中國的快速消費品牌有不同的遊戲規則。沒有成長與高價的快速消費性產品公司,正在尋求新的競爭方法,如提供更多的促銷活動、恢復最小存貨單位管理,或更好地管理成本基礎。
一般業績下降主要驅策因素,是家庭支出減少,消費者渴望儲蓄,顯示出謹慎的消費支出表現。
由於人潮減少,使店內銷售下滑。然而,電子商務卻獨領風騷,去年成長34%,智慧型手機的普及也提供品牌商機。為了利用這種轉變,品牌必須適應數位的策略。
本土品牌市占率在26類別中,18類平均有10%的成長。這些品牌擁有整體市場70%的市占率,顯示外國品牌在中國消費者心目中,越來越無關緊要。外國品牌只有8個類別成長率平均3%,連續第3年市占率下降。
根據波士頓顧問群最新報告,中國高速家庭(月收入人民幣12,000的家庭)預計在未來5年,將占90%消費成長。
這群消費者從今天的8,100萬,到2020年將超過1.42億。雖然中國經濟被認為搖搖欲墜,但是大量的人們躍升到中產階級,富裕的消費者有高工資成長。
近80%的新興富豪,年齡在50歲以下,投資環境適應這些注入的青年人。在過去幾年,提供富人的投資機會擴大。
消費者行為和新的市場趨勢,使外國和本地的快速消費品公司,認真審視成本結構和運作模式。節約成本和更快速決策制定和執行將導致額外投資,讓購買者以簡單的方式來購買品牌。
儘管競爭環境激烈,但中國消費者展現出可預測的購買習慣,供企業參考:
●一線城市成熟,目標購買者快速成長;二三線城市仍在發展他們對優質產品的渴慕。
●清楚瞭解類別的動力。如果類別適用於高價,則考慮建立適當的產品組合,或投資創新以獲得高價格。在大宗產品類別,針對目標的促銷活動,可增加附加價值和鼓勵新的購物者。
●投資以瞭解如何使用中國蓬勃發展的電子商務,接觸和獲得新顧客以增加滲透。優先考慮數位策略,甚至考慮必要的全面性數位化改造,因為消費者和競爭者都已數位化。
●讓大部分的成長在超級市場、小型超市和便利商店,提供調適性產品給較小型的超市和購物場合。
所有這些機會的執行,必須整體聚焦於驅策家庭的滲透,是獲得市場占有及在中國打造大品牌的主要方法。
(本文作者為輔仁大學織品服裝學系兼任助理教授)

kantarworldpanel.com
Smartphone OS sales market share – Kantar Worldpanel ComTech
This information is based on the research extracted from the Kantar Worldpanel ComTech global consumer panel and refers in all cases to 3 months periods ending the stated month. ComTech is the largest continuous research consumer mobile phone tracking panel of its kind in the world, conducting over one million interviews per year in Europe alone. ComTech tracks mobile phone behaviour, including purchasing of phones, mobile phone bills/airtime, source of purchase and phone usage and delivers beyond market share tracking to understand drivers of share changes, market dynamics through consumer insight - the data included in this release is excluding enterprise sales.
El mercado de los productos frescos creció un 1,3% en valor en el primer semestre del año

MADRID, 29 (EUROPA PRESS)

El mercado de los productos frescos mantiene la línea de crecimiento en el primer semestre del año, tras elevarse un 1,3%, impulsado por el aumento del precio medio pagado por los hogares, según se desprende del informe ‘La enorme oportunidad en frescos’ elaborado por la consultora Kantar Worldpanel.

En concreto, el estudio cifra en el 1,3% el crecimiento del mercado en valor, mientras que la demanda en volumen, sin embargo, mantiene la dinámica negativa al caer un 2,2%, a pesar de que suaviza su descenso respecto a 2014.

El informe pone de manifiesto que una de las principales causas de esta evolución se debe al trasvase de compras que se está produciendo del canal especialista hacia la gran distribución (hipermercados, supermercados y tiendas de descuento). Estas cadenas ya reciben el 54,4% del gasto de los hogares en estos productos, ante el 52,8% del primer semestre de 2014.

El consumidor, que está relajando su disciplina de compra, visita estos establecimientos donde puede hacer toda la compra, eligiendo en mayor medida producto fresco envasado o preparado, con un índice de precio superior al del producto sin elaborar.

Por otra parte, la compra de producto fresco suele ser de menos carga y menos frecuente en las grandes superficies, así que a medida que aumentan las compras en este canal, se contrae la demanda en volumen del mercado.

El informe de Kantar Worldpanel muestra que se percibe un crecimiento desigual por secciones. La sección que más está impulsando el mercado es la carne fresca (+4,6%), y es, junto con la bollería (+15,2%), la única que crece también en volumen, por primera vez en meses y en especial en el segundo trimestre, mientras que en el lado contrario se sitúan los huevos, que caen un 1,6%, mientras que el resto de secciones se mantienen estables respecto al año anterior.

La 'New Sectors Manager’ de Kantar Worldpanel, Núria Tobia, ha subrayado el trabajo que están realizando la distribución para mejorar en este apartado. “Destaca el esfuerzo que están haciendo las cadenas de distribución por captar el negocio de los frescos es evidente, lo que se advierte no sólo en el crecimiento de su cuota de mercado, sino también en la percepción de calidad del consumidor”, ha explicado.

En este sentido, las ocho cadenas analizadas por la consultora han mejorado en la valoración de la calidad de sus productos frescos en el último año, aunque no lo hacen por igual en todas sus secciones. “Entender en qué secciones se aprovecha mejor a la clientela de la cadena y en cuáles no, aporta un enorme valor añadido a las cadenas a la hora de mejorar su posicionamiento en la gestión de frescos”, ha indicado Tobia.

“Apostar por la marca, ofrecer soluciones innovadoras y atractivas que mejoren no sólo la experiencia de compra sino también la de consumo, y que se adapten a los diferentes perfiles sociodemográficos, o potenciar el servicio de mostrador son algunas de las mayores oportunidades que presenta este mercado”, ha subrayado Núria Tobia.

Would Iris-Scanning Be Enough to Boost Windows Phone?

Microsoft’s current-generation Lumia. Source: Microsoft

In the smartphone operating system market, it’s safe to say the industry is a true duopoly. Surveys vary slightly, but most report that the combined OS market share of Google ’s Android and Apple ’s iOS is above 95%. IDC recently reported the first-quarter combined market share at 96.3%, and Kantar WorldPanel found a combined market share of 90%+ in all surveyed countries in North America, Asia, and Australia.

If there’s any positive news to be gleaned for a third-party OS vendor, it’s the fact that Windows Phone has a small but growing following in the European markets. According to Kantar, the company reported its market share grew from 8% in the three-month period ended in May 2014 to 9.5% in this year’s corresponding period. And while that pales in comparison to the aforementioned mobile OS operators, it’s still a positive sign.

For Microsoft , however, further growth will most likely require a game-changing event. Whether that comes from a software breakthrough, hardware supremacy, or a really cool feature, it needs to occur to change Microsoft’s fortunes. And if rumors are correct, Microsoft may have just the right cool feature to bolster its mobile phone position.

Fingerprints are so two years ago With the iPhone 5s in 2013, Apple brought a game-changing feature to its then-current line: Touch ID. The fingerprint sensor had been done before, but not on the scale and with the accuracy of the one Apple brought to market. For most new users, fingerprints replaced passcodes as a way to protect their phone. Later, Touch ID replaced many in-app passwords and App store logins, and was used by Apple’s new payment system, dubbed Apple Pay.

But fingerprints are so two years ago. According to website Windows Central , and building upon earlier reports about Windows Hello – the company’s Windows 10 biometric authentication system – the company plans to include an iris scanner to unlock the future Lumia 950 and Lumia 950 XL models, codenamed Talkman and Cityman.

It’s not as if other vendors haven’t attempted to move in this space, although most focus on full facial-recognition technology. Android offered Face Lock on its phones, which allowed users to unlock their phones with a selfie, but the technology never quite caught on. Vendors Apple and Amazon have incorporated some sort of facial-recognition/detection technology, but nothing as comprehensive on the security front as it appears Microsoft is attempting.

Apparently, Microsoft isn’t predicting smartphone success A word of caution here: It doesn’t appear that even Microsoft itself is predicting a huge success from its upcoming unit. After paying $9 billion for Nokia ’s handset business, the company recently wrote down $7.5 billion of that purchase in the recently reported fourth-quarter earnings.

Generally accepted accounting principles (GAAP) require estimates of future performance in order to write down an acquisition, and those estimates had to be decidedly more negative than the ones under former CEO Steve Ballmer in order to do so. So while the newest rumored feature seems like an extremely cool differentiating feature, I’m not quite sure this will reverse the OS’s trajectory – but it’s good to see the company is still attempting to innovate and compete.

This $19 trillion industry could destroy the Internet One bleeding-edge technology is about to put the World Wide Web to bed. And if you act quickly, you could be among the savvy investors who enjoy the profits from this stunning change. Experts are calling it the single largest business opportunity in the history of capitalism… The Economist is calling it “transformative”… But you’ll probably just call it “how I made my millions.” Don’t be too late to the party – click here for one stock to own when the Web goes dark.

Tmall.com Promotes Same-Day Grocery Delivery in China

Tmall.com Promotes Same-Day Grocery Delivery in China

July 24, 2015 Launches RMB1 Billion Campaign Exclusively for Beijing Customers Download

Beijing, China, July 24, 2015 - Tmall.com, China’s largest business-to-consumer platform and a unit of Alibaba Group (NYSE: BABA), announced today it has launched a RMB1 billion ($161 million) online grocery promotional campaign targeted at Beijing users, and teamed up with Cainiao, the logistics affiliate of Alibaba Group, to offer same-day delivery services to Beijing city residents.

Online grocery shopping is a rapidly growing e-commerce segment and a strategic area of interest for Alibaba Group. The convenience of online grocery shopping has already drawn in millions of users. According to Kantar Worldpanel, China’s FMCG (fast-moving consumer goods) e-commerce penetration rate was 36 percent in 20141, while McKinsey states that 40 percent of Chinese consumers have bought food online.

Tmall Supermarket ( chaoshi.tmall.com ) will run its promotion three times a day, allowing Beijing-based Internet users a chance to win “red packets” that subsidize their grocery purchases. The promotion will end on July 31st.

Beijing residents who order from Tmall.com’s supermarket before 11 a.m. will be eligible for same-day delivery service. In the future, Tmall Supermarket and Cainiao plan to roll out same-day delivery services to Shanghai and other Chinese cities.

Jeff Zhang, President of Alibaba Group’s China Retail Marketplaces, said Tmall Supermarket will draw on Alibaba Group’s complete e-commerce ecosystem - including Alibaba’s advantage in logistics, strength in online payments, big data and cloud computing, to bring consumers the most convenient and secure online shopping experience for quality products.

Tmall Supermarket was established in 2012 and provides a one-stop shopping solution for Chinese users looking to purchase authentic food products, cosmetics, beverages, snacks, imported items, etc. In the past year, Tmall Supermarket’s Beijing area GMV soared more than 700 percent with 90 percent of consumers shopping on their mobile phones.

About Tmall.com

Launched in April 2008, Tmall.com ( www.tmall.com ) is dedicated to providing a premium shopping experience for increasingly sophisticated Chinese consumers in search of top-quality branded merchandise. A large number of international and Chinese brands and retailers have established storefronts on Tmall.com. According to iResearch, Tmall.com was the largest brands and retail platform in China in terms of gross merchandise volume in 2013. Tmall.com is a business within Alibaba Group.

1 http://www.kantarworldpanel.com/global/News/FMCG-online-sales-to-reach-130-billion-by-2025

Media Contacts

Rachel Chan
Alibaba Group
+852 9400 0979
rachelchan@hk.alibaba-inc.com

Cecilia Kwok
Alibaba Group
+852 9132 7709
ceciliakwok@hk.alibaba-inc.com

Aldi Sales Up 17% Yet Tesco plc, WM Morrison Supermarkets plc & J Sainsbury plc See Sales Fall

According to research from Kantar Worldpanel, a firm that describes itself as the world leader in consumer knowledge and insights based on continuous consumer panels, discounters Aldi and Lidl posted sales growth of 16.6% and 11.3% respectively over the last 12 weeks.

Growing market share

Such growth is something big to worry about, especially if we are invested in Tesco (LSE: TSCO), Morrisons (LSE: MRW) or Sainsbury’s (LSE: SBRY).

The overall market grew sales by 0.8 percent over the period compared with a year ago, but that didn’t benefit the so-called big four supermarkets, which includes Asda, who all saw sales fall.

Kantar reckons that Aldi’s market share has grown to 5.6% and Lidl’s to 4%, so a 9.6% share of the UK grocery market between the two. This is something we should give our full attention.

Meanwhile, grocery deflation came in at 1.6%, marking the score in one area of the supermarket battleground.

For years, in my view, the big four supermarkets built their profits by charging too much and giving too little. Aldi and Lidl now lead the charge by confronting both those issues. The formula is simple — Aldi and Lidl give as much as they can in terms of quality and quantity, and charge as little as they can — and they keep pushing at the boundaries to do even more.

The strategy is working

The formula works, and shoppers are warming to the attractions of Aldi and Lidl in a big way. I think we are seeing a new era in the supermarket sector. Things will never be the same again and the movement has caught the big four supermarket chains off guard.

I’ve thought for sometime that Tesco, Asda, Sainsbury’s and Morrisons will need to copy the business approach of Aldi and Lidl if they are to survive, let alone to thrive, in the new supermarket environment in Britain.

Of course, that means a relentless and continuous attack on costs, but the discounters’ secret weapon — the one that’s proving so effective — is a focus on customer-pleasing quality. Aldi appears to lead the way on that issue, which could be why the firm’s growth figures beat Lidl.

Aldi’s approach is to eschew leading brands, offering their own-branded equivalents instead — the key is those alternatives are very good compared to what we’ve grown used to from the big four.

This is a race

The big four must get on with it. These figures from Kantar suggest they are falling behind in the race. Against Aldi’s and Lidl’s blistering sales growth, Asda’s sales fell 2.7%, Tesco’s declined 0.6%, Sainsbury’s eased 0.3% and Morrison’s shrank by 0.1%.

It’s easy to imagine customer migration to the likes of Aldi and Lidl growing exponentially as word of mouth proliferates. To me, the discounters’ market share figures already look like a significant threat that could presage a scrabble to contract amongst the big four — perhaps a race to the bottom.

There seems so much about the existing embedded cultures within the big four chains that needs to change, I can hardly imagine a positive outcome for shareholders at all.

Turnaround hopes for Tesco, Morrisons and J Sainsbury seem misplaced, to me. On top of valuation measures, such wider concerns and considerations feed into the Motley Fool’s analysts’ appraisal of firms investable for the long haul. This wealth report identifies five compelling investment opportunities that make viable alternatives to the uncertainties found in the supermarket sector. To find out more, click here.

More reading

Kevin Godbold has no position in any shares mentioned. The Motley Fool UK owns shares of Tesco. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.

Aldi Sales Up 17% Yet Tesco plc, WM Morrison Supermarkets plc & J Sainsbury plc See Sales Fall

According to research from Kantar Worldpanel, a firm that describes itself as the world leader in consumer knowledge and insights based on continuous consumer panels, discounters Aldi and Lidl posted sales growth of 16.6% and 11.3% respectively over the last 12 weeks.

Growing market share

Such growth is something big to worry about, especially if we are invested in Tesco (LSE: TSCO), Morrisons (LSE: MRW) or Sainsbury’s (LSE: SBRY).

The overall market grew sales by 0.8 percent over the period compared with a year ago, but that didn’t benefit the so-called big four supermarkets, which includes Asda, who all saw sales fall.

Kantar reckons that Aldi’s market share has grown to 5.6% and Lidl’s to 4%, so a 9.6% share of the UK grocery market between the two. This is something we should give our full attention.

Meanwhile, grocery deflation came in at 1.6%, marking the score in one area of the supermarket battleground.

For years, in my view, the big four supermarkets built their profits by charging too much and giving too little. Aldi and Lidl now lead the charge by confronting both those issues. The formula is simple – Aldi and Lidl give as much as they can in terms of quality and quantity, and charge as little as they can – and they keep pushing at the boundaries to do even more.

The strategy is working

The formula works, and shoppers are warming to the attractions of Aldi and Lidl in a big way. I think we are seeing a new era in the supermarket sector. Things will never be the same again and the movement has caught the big four supermarket chains off guard.

I’ve thought for sometime that Tesco, Asda, Sainsbury’s and Morrisons will need to copy the business approach of Aldi and Lidl if they are to survive, let alone to thrive, in the new supermarket environment in Britain.

Of course, that means a relentless and continuous attack on costs, but the discounters’ secret weapon – the one that’s proving so effective – is a focus on customer-pleasing quality. Aldi appears to lead the way on that issue, which could be why the firm’s growth figures beat Lidl.

Aldi’s approach is to eschew leading brands, offering their own-branded equivalents instead – the key is those alternatives are very good compared to what we’ve grown used to from the big four.

This is a race

The big four must get on with it. These figures from Kantar suggest they are falling behind in the race. Against Aldi’s and Lidl’s blistering sales growth, Asda’s sales fell 2.7%, Tesco’s declined 0.6%, Sainsbury’s eased 0.3% and Morrison’s shrank by 0.1%.

It’s easy to imagine customer migration to the likes of Aldi and Lidl growing exponentially as word of mouth proliferates. To me, the discounters’ market share figures already look like a significant threat that could presage a scrabble to contract amongst the big four – perhaps a race to the bottom.

There seems so much about the existing embedded cultures within the big four chains that needs to change, I can hardly imagine a positive outcome for shareholders at all.

Turnaround hopes for Tesco, Morrisons and J Sainsbury seem misplaced, to me. On top of valuation measures, such wider concerns and considerations feed into the Motley Fool’s analysts’ appraisal of firms investable for the long haul. This wealth report identifies five compelling investment opportunities that make viable alternatives to the uncertainties found in the supermarket sector. To find out more, click here.

Kevin Godbold has no position in any shares mentioned. The Motley Fool UK owns shares of Tesco. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.

El mercado de los productos frescos creció un 1,3% en valor en el primer semestre del año

El mercado de los productos frescos mantiene la línea de crecimiento en el primer semestre del año, tras elevarse un 1,3%, impulsado por el aumento del precio medio pagado por los hogares, según se desprende del informe ‘La enorme oportunidad en frescos’ elaborado por la consultora Kantar Worldpanel.

Sainsbury's devient le n°2 de la distribution au Royaume-Uni

(Reuters) - Sainsbury’s a supplanté Asda, la filiale de Wal-Mart, pour se hisser au deuxième rang du secteur britannique de la distribution, selon les données du cabinet d'études Kantar Worldpanel.

Les ventes d'Asda ont baissé de 2,7% sur les 12 semaines au 19 juillet, ramenant sa part de marché à 16,4% contre 17,0% un an plus tôt, a fait savoir Kantar mardi.

Dans le même temps Sainsbury a dépassé Asda avec une part de marché de 16,5%, en dépit d'un tassement de 0,3% de ses ventes.

Tesco, dont les ventes ont baissé de 0,6%, est resté solide leader bien que sa part de marché se soit effritée à 28,5% contre 28,9% à la même époque de l'an dernier.

(Mark Potter, Véronique Tison pour le service français)

Sainsbury's overtakes Asda to become UK's No.2 supermarket

* Asda sales fall 2.7 pct in 12 weeks to July 19 - Kantar * Sainsbury’s now No. 2 player - Kantar * Analysts say pressure mounting on Asda CEO Andy Clarke * Asda says focused on long term (Adds statement from Asda) By James Davey LONDON, July 28 (Reuters) - Asda, the British arm of U.S. retailer Wal-Mart, on Tuesday lost its status as Britain’s No. 2 supermarket group to rival Sainsbury’s as industry data confirmed it as the sector laggard.

Asda’s sales fell 2.7 percent over the 12 weeks to July 19, reducing its market share to 16.4 percent from 17.0 percent in the same period last year, researcher Kantar Worldpanel said.

That meant Sainsbury’s overtook Asda with a market share of 16.5 percent, even though its own sales fell 0.3 percent in the period.

All of Britain’s so called “big four” grocers – market leader Tesco, Sainsbury’s, Asda and No. 4 player Morrisons – have cut prices in an attempt to stem the loss of shoppers to fast-growing discounters Aldi and Lidl.

The industry price war has hurt the big four’s sales on a value basis, as has record commodity-led food deflation.

Analysts reckon Asda is particularly suffering because it has reduced prices without getting the boost to volume it was looking for, reflecting a difficulty in attracting more upmarket customers.

In May the firm reported its worst quarterly sales fall in more than five years, but chief executive Andy Clarke insisted its long-term strategy was the right one.

Analysts say the pressure is now mounting on Clarke, the longest-serving boss of a big UK supermarket after management change at all of Asda’s major rivals over the last year, with the presentation of the firm’s second quarter results on Aug. 18 seen as a possible crunch point.

“We’re going through one of the toughest trading periods to face UK supermarkets, so it comes as no surprise that industry figures continue to be volatile from month to month,” Asda said in a statement in response to the Kantar Worldpanel data.

“We remain focused on our long term strategy for building a sustainable business over the coming years. We won’t make knee jerk decisions because of the short-term picture.” Kantar Worldpanel said Tesco’s sales declined 0.6 percent over the 12 weeks, while No. 4 player Morrisons’ fell 0.1 percent.

In contrast Aldi and Lidl posted sales growth of 16.6 percent and 11.3 percent respectively, lifting their market shares to a record 5.6 percent and 4.0 percent.

Overall, grocery sales increased by 0.8 percent over the 12 weeks compared with a year ago, while grocery deflation was 1.6 percent.

“The continued slow growth of the overall market can be explained by minimal volume growth and lower like-for-like prices, both as a result of cheaper commodity prices and the fierce competition between supermarkets,” said Fraser McKevitt, Kantar Worldpanel’s head of consumer and retail insight.

He said prices were projected to start rising again by early 2016.

Shares in Sainsbury’s were down 0.1 percent at 1406 GMT. Tesco was down 0.6 percent, while Morrisons was down 0.8 percent.

Market share and sales growth (percent) 12 wks to 12 wks to pct change July 19 2015 July 20 2014 in sales Tesco 28.5 28.9 -0.6 Asda 16.4 17.0 -2.7 Sainsbury 16.5 16.6 -0.3 Morrison 10.9 11.0 -0.1 Co-op 6.3 6.3 1.0 Waitrose 5.0 4.9 3.0 Aldi 5.6 4.8 16.6 Lidl 4.0 3.6 11.3 Iceland 2.0 2.0 3.0 (Reporting by Mark Potter)

Sainsbury's overtakes Asda to become UK's No.2 supermarket

* Asda sales fall 2.7 pct in 12 weeks to July 19 - Kantar

* Sainsbury’s now No. 2 player - Kantar

* Analysts say pressure mounting on Asda CEO Andy Clarke

* Asda says focused on long term

(Adds statement from Asda)

By James Davey

LONDON, July 28 (Reuters) - Asda, the British arm of U.S.

retailer Wal-Mart, on Tuesday lost its status as

Britain’s No. 2 supermarket group to rival Sainsbury’s

as industry data confirmed it as the sector laggard.

Asda’s sales fell 2.7 percent over the 12 weeks to July 19,

reducing its market share to 16.4 percent from 17.0 percent in

the same period last year, researcher Kantar Worldpanel said.

That meant Sainsbury’s overtook Asda with a market share of

16.5 percent, even though its own sales fell 0.3 percent in the

period.

All of Britain’s so called “big four” grocers – market

leader Tesco (Xetra: 852647 - news) , Sainsbury’s, Asda and No. 4 player

Morrisons – have cut prices in an attempt to stem the

loss of shoppers to fast-growing discounters Aldi

and Lidl.

The industry price war has hurt the big four’s sales on a

value basis, as has record commodity-led food deflation.

Analysts reckon Asda is particularly suffering because it

has reduced prices without getting the boost to volume it was

looking for, reflecting a difficulty in attracting more upmarket

customers.

In May the firm reported its worst quarterly sales fall in

more than five years, but chief executive Andy Clarke insisted

its long-term strategy was the right one.

Analysts say the pressure is now mounting on Clarke (Toronto: CKI.TO - news) , the

longest-serving boss of a big UK supermarket after management

change at all of Asda’s major rivals over the last year, with

the presentation of the firm’s second quarter results on Aug. 18

seen as a possible crunch point.

“We’re going through one of the toughest trading periods to

face UK supermarkets, so it comes as no surprise that industry

figures continue to be volatile from month to month,” Asda said

in a statement in response to the Kantar Worldpanel data.

“We remain focused on our long term strategy for building a

sustainable business over the coming years. We won’t make knee

jerk decisions because of the short-term picture.”

Kantar Worldpanel said Tesco’s sales declined 0.6 percent

over the 12 weeks, while No. 4 player Morrisons’ fell 0.1

percent.

In contrast Aldi and Lidl posted sales growth of 16.6

percent and 11.3 percent respectively, lifting their market

shares to a record 5.6 percent and 4.0 percent.

Overall, grocery sales increased by 0.8 percent over the 12

weeks compared with a year ago, while grocery deflation was 1.6

percent.

“The continued slow growth of the overall market can be

explained by minimal volume growth and lower like-for-like

prices, both as a result of cheaper commodity prices and the

fierce competition between supermarkets,” said Fraser McKevitt,

Kantar Worldpanel’s head of consumer and retail insight.

He said prices were projected to start rising again by early

2016.

Shares (Berlin: DI6.BE - news) in Sainsbury’s were down 0.1 percent at 1406 GMT.

Tesco was down 0.6 percent, while Morrisons was down 0.8

percent.

Market share and sales growth (percent)

12 wks to 12 wks to pct change

July 19 2015 July 20 2014 in sales

Tesco 28.5 28.9 -0.6

Asda 16.4 17.0 -2.7

Sainsbury 16.5 16.6 -0.3

Morrison 10.9 11.0 -0.1

Co-op 6.3 6.3 1.0

Waitrose 5.0 4.9 3.0

Aldi 5.6 4.8 16.6

Lidl 4.0 3.6 11.3

Iceland 2.0 2.0 3.0

(Reporting by Mark Potter)

McColl’s Retail Group PLC’s Results Show That Tesco PLC Could Be A Better Pick

Convenience store group McColl’s (LSE: MCLS) reported its interim results for the six months ended 31 May 2015 today. The company revealed that like-for-like sales across the group declined by 1.9% during the period.

Total revenue expanded 3.4% after including the contribution of new store sales. 25 news stores have been acquired during the period. Sales in newsagents and standard convenience stores slumped 4.5% and operating profit before exceptional items ticked lower by 6% to £9.6m. 

Nevertheless, despite these lacklustre operating performance figures, McColl’s adjusted earnings per share for the period increased 45% to 6.1p, and management hiked the group’s interim dividend payment by 100% to 3.4p. 

Signs of a turnaround 

McColl’s results show that the company is starting to struggle in the UK’s increasingly competitive retail market.

However, according to figures from Kantar Worldpanel, which estimates grocers’ sales performance by monitoring till rolls, Tesco’s (LSE: TSCO) sales declines are starting to moderate. 

During the twelve weeks to 19 July, according to Kantar’s figures Tesco’s sales fell 0.6% compared to the year-ago period. The group’s market share fell to 28.5% during the period, from 28.9% as reported a year ago. 

Looking at the trend over the past year it’s clear that shoppers are slowing their exodus from Tesco’s stores. For example, during the first quarter of last year, Tesco’s UK sales fell by 4%, which marked a low point in the company’s performance. By the fourth quarter of 2014 declines had slowed to 1.7% and during the first quarter of 2015, Tesco’s like-for-like sales fell by 1.3%, defying the expectations of analysts, who predicted a slump of between 1.6% and 3%. Like-for-like volumes rose 1.4% during the 13 weeks ended 30 May 2015. 

And although Kantar’s figures are only supposed to be an indication of sales trends, they do hint at the fact that Tesco’s sales are starting to stabilise. 

Income vs. growth

When it comes down to it, Tesco looks to be a better play on the retail sector than McColl’s. It’s really a question of size. 

Tesco’s size gives it an edge over most of its peers. What’s more, the group’s international operations, which are currently up for sale, will provide a much-needed cash infusion to help the group return to growth. 

That said, McColl’s does have its strengths. The group’s shares currently support a dividend yield of 6.5% and the payout is covered 1.8 times by earnings per share. The shares trade at a 2015 P/E of 9.8, making McColl’s one of the cheapest stocks in the retail sector. Earnings growth of 6% is pencilled in for 2016 and a dividend yield of 6.7% is predicted. However, as noted above while McColl’s earnings may be increasing, the company’s like-for-like sales figures are deteriorating, which could be a problem. 

You see, management is looking to have 1,000 McColl’s stores open by the end of 2016, up 19% from the end of May. Although, with sales falling it’s questionable if the group should be expanding. After all, Tesco’s downfall was driven by the company’s desire to chase floor space over customer needs and wants. McColl’s could be making the same mistake.

Hidden gem

Here at the Motley Fool, we’re always on the lookout for the markets best- hidden gems and business visionaries. And we believe we’ve just discovered one of the market’s hidden gems – a company that has the potential to drive a three-fold increase in sales in just five years.

To that end, our team of top analysts has put together this FREE report,“3 Hidden Factors Behind This Daring E-commerce Play”. 

This is something you do not want to miss and we’re offering you the chance to find out more for free right now – just click here.

More reading

Rupert Hargreaves owns shares of Tesco. The Motley Fool UK owns shares of Tesco. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.

Economía/Consumo.- El mercado de los productos frescos creció un 1,3% en valor en el primer semestre del año

MADRID, 29 (EUROPA PRESS)
El mercado de los productos frescos mantiene la línea de crecimiento en el primer semestre del año, tras elevarse un 1,3%, impulsado por el aumento del precio medio pagado por los hogares, según se desprende del informe ‘La enorme oportunidad en frescos’ elaborado por la consultora Kantar Worldpanel.

Sainsbury's overtakes Asda to become UK's No.2 supermarket

By James Davey

LONDON (Reuters) - Asda, the British arm of U.S. retailer Wal-Mart (WMT.N), on Tuesday lost its status as Britain’s No. 2 supermarket group to rival Sainsbury’s (SBRY.L) as industry data confirmed it as the sector laggard.

Asda’s sales fell 2.7 percent over the 12 weeks to July 19, reducing its market share to 16.4 percent from 17.0 percent in the same period last year, researcher Kantar Worldpanel said.

That meant Sainsbury’s overtook Asda with a market share of 16.5 percent, even though its own sales fell 0.3 percent in the period.

All of Britain’s so called “big four” grocers – market leader Tesco (TSCO.L), Sainsbury’s, Asda and No. 4 player Morrisons (MRW.L) – have cut prices in an attempt to stem the loss of shoppers to fast-growing discounters Aldi [ALDIEI.UL] and Lidl [LIDUK.UL].

The industry price war has hurt the big four’s sales on a value basis, as has record commodity-led food deflation.

Analysts reckon Asda is particularly suffering because it has reduced prices without getting the boost to volume it was looking for, reflecting a difficulty in attracting more upmarket customers.

In May the firm reported its worst quarterly sales fall in more than five years, but chief executive Andy Clarke insisted its long-term strategy was the right one.

Analysts say the pressure is now mounting on Clarke, the longest-serving boss of a big UK supermarket after management change at all of Asda’s major rivals over the last year, with the presentation of the firm’s second quarter results on Aug. 18 seen as a possible crunch point.

“We’re going through one of the toughest trading periods to face UK supermarkets, so it comes as no surprise that industry figures continue to be volatile from month to month,” Asda said in a statement in response to the Kantar Worldpanel data.

“We remain focused on our long term strategy for building a sustainable business over the coming years. We won’t make knee jerk decisions because of the short-term picture.”

Kantar Worldpanel said Tesco’s sales declined 0.6 percent over the 12 weeks, while No. 4 player Morrisons’ fell 0.1 percent.

In contrast Aldi and Lidl posted sales growth of 16.6 percent and 11.3 percent respectively, lifting their market shares to a record 5.6 percent and 4.0 percent.

Overall, grocery sales increased by 0.8 percent over the 12 weeks compared with a year ago, while grocery deflation was 1.6 percent.

"The continued slow growth of the overall market can be explained by minimal volume growth and lower like-for-like prices, both as a result of cheaper commodity prices and the fierce competition between supermarkets,” said Fraser McKevitt, Kantar Worldpanel’s head of consumer and retail insight.

He said prices were projected to start rising again by early 2016.

Shares in Sainsbury’s were down 0.1 percent at 1406 GMT. Tesco was down 0.6 percent, while Morrisons was down 0.8 percent.

(Reporting by Mark Potter)

McColl’s Retail Group PLC’s Results Show That Tesco PLC Could Be A Better Pick

Convenience store group McColl’s (LSE: MCLS) reported its interim results for the six months ended 31 May 2015 today. The company revealed that like-for-like sales across the group declined by 1.9% during the period.

Total revenue expanded 3.4% after including the contribution of new store sales. 25 news stores have been acquired during the period. Sales in newsagents and standard convenience stores slumped 4.5% and operating profit before exceptional items ticked lower by 6% to £9.6m. 

Nevertheless, despite these lacklustre operating performance figures, McColl’s adjusted earnings per share for the period increased 45% to 6.1p, and management hiked the group’s interim dividend payment by 100% to 3.4p. 

Signs of a turnaround 

McColl’s results show that the company is starting to struggle in the UK’s increasingly competitive retail market.

However, according to figures from Kantar Worldpanel, which estimates grocers’ sales performance by monitoring till rolls, Tesco’s (LSE: TSCO) sales declines are starting to moderate. 

During the twelve weeks to 19 July, according to Kantar’s figures Tesco’s sales fell 0.6% compared to the year-ago period. The group’s market share fell to 28.5% during the period, from 28.9% as reported a year ago. 

Looking at the trend over the past year it’s clear that shoppers are slowing their exodus from Tesco’s stores. For example, during the first quarter of last year, Tesco’s UK sales fell by 4%, which marked a low point in the company’s performance. By the fourth quarter of 2014 declines had slowed to 1.7% and during the first quarter of 2015, Tesco's like-for-like sales fell by 1.3%, defying the expectations of analysts, who predicted a slump of between 1.6% and 3%. Like-for-like volumes rose 1.4% during the 13 weeks ended 30 May 2015. 

And although Kantar’s figures are only supposed to be an indication of sales trends, they do hint at the fact that Tesco’s sales are starting to stabilise. 

Income vs. growth 

When it comes down to it, Tesco looks to be a better play on the retail sector than McColl’s. It’s really a question of size. 

Tesco’s size gives it an edge over most of its peers. What’s more, the group’s international operations, which are currently up for sale, will provide a much-needed cash infusion to help the group return to growth. 

That said, McColl’s does have its strengths. The group’s shares currently support a dividend yield of 6.5% and the payout is covered 1.8 times by earnings per share. The shares trade at a 2015 P/E of 9.8, making McColl’s one of the cheapest stocks in the retail sector. Earnings growth of 6% is pencilled in for 2016 and a dividend yield of 6.7% is predicted. However, as noted above while McColl’s earnings may be increasing, the company’s like-for-like sales figures are deteriorating, which could be a problem. 

You see, management is looking to have 1,000 McColl’s stores open by the end of 2016, up 19% from the end of May. Although, with sales falling it’s questionable if the group should be expanding. After all, Tesco’s downfall was driven by the company’s desire to chase floor space over customer needs and wants. McColl’s could be making the same mistake.

Hidden gem

Here at the Motley Fool, we’re always on the lookout for the markets best- hidden gems and business visionaries. And we believe we’ve just discovered one of the market’s hidden gems – a company that has the potential to drive a three-fold increase in sales in just five years.

To that end, our team of top analysts has put together this FREE report,“3 Hidden Factors Behind This Daring E-commerce Play”. 

This is something you do not want to miss and we’re offering you the chance to find out more for free right now – just click here.

Rupert Hargreaves owns shares of Tesco. The Motley Fool UK owns shares of Tesco. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.

U.K. Supermarket Woes Continue as Aldi and Lidl Growth Persists

All four of the U.K.’s largest supermarkets saw sales decline over the last 12 weeks as the expansion of discounters Aldi and Lidl continued to roil the industry.

Wal-Mart Stores Inc’s Asda was the hardest hit, with sales falling 2.7 percent through July 19, researcher Kantar Worldpanel said in its monthly report Tuesday. Revenue at J Sainsbury Plc fell just 0.3 percent, meaning the London-based company leapfrogged Asda to become the U.K.’s second-largest grocer. Market leader Tesco Plc’s sales dropped 0.6 percent.

Aldi and Lidl continue to gain traction in the U.K. amid increasing acceptance by British shoppers. Their sales increased by 17 percent and 11 percent, respectively, in the 12-week period, Kantar Worldpanel said. The flight toward the discounters has led to more than a year of falling grocery prices as bigger supermarkets have fought to retain customers.

Aldi is attracting new customers through investment in the depth and quality of its product range, Jonathan Neale, Aldi’s joint managing director of buying, said by e-mail.

“Savvy consumers are shopping with us because they want quality products without having to pay expensive prices.”

UK's 'big four' grocers lose more ground to discounters - Kantar

LONDON, July 28 (Reuters) - All of Britain’s so-called “big four” supermarkets saw sales fall over the last 12 weeks in an overall market that grew marginally, with discounters continuing to take share from their bigger rivals, industry data showed on Tuesday.

Kantar Worldpanel said Asda, the British arm of U.S. retailer Wal-Mart, suffered the biggest sales fall over the 12 weeks to July 19 with a decline of 2.7 percent.

That meant Sainsbury’s regained its No. 2 status with a market share of 16.5 percent compared with Asda’s 16.4 percent, even though its sales fell 0.3 percent in the period.

Market leader Tesco’s sales declined 0.6 percent, while No. 4 player Morrisons’ fell 0.1 percent.

In contrast, discounters Aldi and Lidl posted sales growth of 16.6 percent and 11.3 percent respectively, taking their market shares up to 5.6 percent and 4.0 percent.

Overall grocery sales increased by 0.8 percent over the 12 weeks compared with a year ago, while grocery deflation was 1.6 percent.

(Reporting by James Davey)

UK's 'big four' grocers lose more ground to discounters - Kantar

LONDON, July 28 (Reuters) - All of Britain’s so-called “big four” supermarkets saw sales fall over the last 12 weeks in an overall market that grew marginally, with discounters continuing to take share from their bigger rivals, industry data showed on Tuesday.

Kantar Worldpanel said Asda, the British arm of U.S. retailer Wal-Mart, suffered the biggest sales fall over the 12 weeks to July 19 with a decline of 2.7 percent.

That meant Sainsbury’s regained its No. 2 status with a market share of 16.5 percent compared with Asda’s 16.4 percent, even though its sales fell 0.3 percent in the period.

Market leader Tesco (Xetra: 852647 - news) ’s sales declined 0.6 percent, while No. 4 player Morrisons’ fell 0.1 percent.

In contrast, discounters Aldi and Lidl posted sales growth of 16.6 percent and 11.3 percent respectively, taking their market shares up to 5.6 percent and 4.0 percent.

Overall grocery sales increased by 0.8 percent over the 12 weeks compared with a year ago, while grocery deflation was 1.6 percent.

(Reporting by James Davey)