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Supermarkets: More Than Just Food Retailing - Europe - November 2014

Mintel's European report series covers the 19 leading economies of Western Europe. In total these countries account for around 95% of all European retail sales, excluding Russia.

This data in its entirety is contained in the single copy 19-country report, which gives a full overview of the grocers sectors in Europe.

This report includes grocers sector forecasts to 2018 for each of the 19 countries.

It also features our exclusive consumer research for the UK, France, Germany, Italy and Spain. This year we asked shoppers what retailers they use for their main grocery shopping, what type of stores or channels (such as online) they ever buy groceries from, and what types of non-grocery products (i.e. general merchandise) they had bought from a grocery retailer in the past year.

Our full European report includes company profiles of 25 major supermarket groups.

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Table of contents

  1. Executive Summary – Europe

    • The sector – The view to 2019
      • Figure 1: Europe: Grocers’ sector sales and forecast (excluding sales tax), 2008-19
      • Figure 2: Europe: Estimated annual growth in grocers’ sector sales, by country, 2014
      • Figure 3: Europe: Forecast compound annual growth rates for grocers’ sector sales (in national currencies), by country, 2014-19
    • Market shares – Aldi and Lidl gain ground rapidly in 2013
      • Figure 4: Europe: Leading ten grocery retailers’ shares of total European grocers’ sector sales, 2011-13
    • The consumer – Attitudes to discounters
      • Figure 5: Europe: The consumer: Agreement with statements on discount supermarkets – First set of statements, October 2014 (UK: September 2014)
      • Figure 6: Europe: The consumer: Agreement with statements on discount supermarkets – Further statements, October 2014 (UK: September 2014)
    • The consumer – Why they don’t shop (or shop more) at discounters
      • Figure 7: Europe: The consumer: Reasons for not shopping or not shopping more at discount supermarkets – First set of statements, October 2014 (UK: September 2014)
      • Figure 8: Europe: The consumer: Reasons for not shopping or not shopping more at discount supermarkets – Further statements, October 2014 (UK: September 2014)
    • The consumer – Switching to discounters
      • Figure 9: Europe: Grocery shopping habits, selected statements, Q2 2014
  2. Introduction and Report Scope

      • Coverage
        • Technical notes
          • Consumer spending
            • Retail sales
              • Financial definitions
                • Currencies
                  • Abbreviations
                    • Sales tax rates
                      • Figure 10: VAT rates, 2010-14
                  • European Summary – The Market

                    • Key points
                      • Eastern Europe and Scandinavia to lead growth in 2014
                        • Figure 11: Europe: Estimated annual growth in grocers’ sector sales, by country, 2014
                        • Figure 12: Europe: Grocers’ sector sales (excluding sales tax), 2009-14
                        • Figure 13: Europe: Estimated compound annual growth rate for grocers’ sector sales (in national currencies), by country, 2014-19
                        • Figure 14: Europe: Grocers’ sector sales forecasts (excluding sales tax), 2014-19
                      • Annual sector growth rates
                        • Figure 15: Europe: Annual growth in grocers’ sector sales (in national currencies), 2010-19
                      • Food-price inflation slows in 2014
                        • Figure 16: Annual consumer prices inflation in food and non-alcoholic beverages, 2010-14
                      • Europe’s top grocers: top discounters pull ahead in 2013
                          • Figure 17: Europe: Leading grocery retailers’ net revenues, 2009-13
                        • Market shares – Schwarz strengthens its lead
                          • Figure 18: Europe: Leading grocery retailers’ shares of total European grocers’ sector sales, 2009-13
                      • European Summary – The Consumer

                        • Responsibility for grocery shopping
                          • Key point
                            • Greater gender split means more traditional shopping habits
                                • Figure 19: Europe: The consumer: Responsibility for most grocery shopping, by gender, October 2014 (UK: September 2014)
                              • Attitudes towards discounters
                                • Key points
                                  • What we asked
                                    • French unenthusiastic, Germans noticing improvements
                                        • Figure 20: Europe: The consumer: Agreement with statements on discount supermarkets – First set of statements, October 2014 (UK: September 2014)
                                        • Figure 21: Europe: The consumer: Agreement with statements on discount supermarkets – Further statements, October 2014 (UK: September 2014)
                                      • Why they don’t shop (or shop more) at discounters
                                        • Key points
                                          • What we asked
                                            • Limited ranges are a major deterrent
                                                • Figure 22: Europe: The consumer: Reasons for not shopping or not shopping more at discount supermarkets – First set of statements, October 2014 (UK: September 2014)
                                                • Figure 23: Europe: The consumer: Reasons for not shopping or not shopping more at discount supermarkets – Further statements, October 2014 (UK: September 2014)
                                              • Where they shop, country by country
                                                • Key points
                                                  • What we asked
                                                      • Figure 24: UK: The consumer: Where they shop – For main shops, top-up shops and in total, September 2014
                                                      • Figure 25: France: The consumer: Where they shop – For main shops, top-up shops and in total, October 2014
                                                      • Figure 26: Germany: The consumer: Where they shop – For main shops, top-up shops and in total, October 2014
                                                      • Figure 27: Italy: The consumer: Where they shop – For main shops, top-up shops and in total, October 2014
                                                      • Figure 28: Spain: The consumer: Where they shop – For main shops, top-up shops and in total, October 2014
                                                    • Switching to discounters
                                                      • Key points
                                                        • Polish shoppers lead in embracing discounters
                                                            • Figure 29: Europe: Grocery shopping habits, selected statements, Q2 2014
                                                            • Figure 30: Poland: Grocery shopping habits, selected statements, Q1 2014 and Q2 2014
                                                          • What we think
                                                            • UK
                                                              • France
                                                                • Germany
                                                                  • Italy
                                                                    • Spain
                                                                    • Austria

                                                                      • Grocery retailing in Austria
                                                                        • The market
                                                                          • The retailers
                                                                            • Market size
                                                                              • Figure 31: Austria: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                              • Figure 32: Austria: Households’ consumption expenditure (incl VAT), 2009-14
                                                                            • Inflation
                                                                              • Figure 33: Austria: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                              • Figure 34: Austria: Harmonised indices of consumer prices: Annual % change, January 2013 – August 2014
                                                                            • Grocery retail sector size
                                                                              • Figure 35: Austria: Food retailers’ sales as % of all retail sales, 2009-14
                                                                              • Figure 36: Austria: Retail sales (excl. VAT), 2009-14
                                                                              • Figure 37: Austria: Retail sales forecasts (excl. VAT), 2014-19
                                                                            • The grocery retailers – Financials and outlets
                                                                              • Figure 38: Austria: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                              • Figure 39: Austria: Leading grocery retailers, outlet numbers, 2011-13
                                                                              • Figure 40: Austria: Leading grocery retailers, sales per outlet, 2011-13
                                                                              • Figure 41: Austria: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                            • Online
                                                                              • Figure 42: Austria: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2010-13
                                                                          • Belgium

                                                                            • Grocery retailing in Belgium
                                                                              • The market
                                                                                • The retailers
                                                                                  • Market size
                                                                                    • Figure 43: Belgium: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                    • Figure 44: Belgium: Households’ consumption expenditure (incl. VAT), 2009-14
                                                                                  • Inflation
                                                                                    • Figure 45: Belgium: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                    • Figure 46: Belgium: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                  • Grocery retail sector size
                                                                                    • Figure 47: Belgium: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                    • Figure 48: Belgium: Retail sales (excl. VAT), 2009-14
                                                                                    • Figure 49: Belgium: Retail sales forecasts (excl. VAT), 2014-19
                                                                                  • The grocery retailers – Financials and outlets
                                                                                    • Figure 50: Belgium: Leading grocery operators, by revenues (excl. VAT), 2011-13
                                                                                    • Figure 51: Belgium: Leading grocery retailers, outlet numbers, 2011-13
                                                                                    • Figure 52: Belgium: Leading grocery retailers, sales per outlet, 2011-13
                                                                                    • Figure 53: Belgium: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                  • Online
                                                                                    • Figure 54: Belgium: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2009-13
                                                                                • Czech Republic

                                                                                  • Grocery retailing in Czech Republic
                                                                                    • The market
                                                                                      • The retailers
                                                                                        • Market size
                                                                                          • Figure 55: Czech Republic Households’ expenditure on food, beverages and tobacco as % of all spending, 2009-14
                                                                                          • Figure 56: Czech Republic: Households’ consumption expenditure (incl VAT), 2009-14
                                                                                        • Inflation
                                                                                          • Figure 57: Czech Republic: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                          • Figure 58: Czech Republic: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                        • Grocery retail sector size
                                                                                          • Figure 59: Czech Republic: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                          • Figure 60: Czech Republic: Retail sales (excl. VAT), 2009-14
                                                                                          • Figure 61: Czech Republic: Retail sales forecasts (excl. VAT), 2014-19
                                                                                        • The grocery retailers – Financials and outlets
                                                                                          • Figure 62: Czech Republic: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                          • Figure 63: Czech Republic: Leading grocery retailers, outlet numbers, 2011-13
                                                                                          • Figure 64: Czech Republic: Leading grocery retailers, sales per outlet, 2011-13
                                                                                          • Figure 65: Czech Republic: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                        • Online
                                                                                          • Figure 66: Czech Republic: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2009-13
                                                                                      • Denmark

                                                                                        • Grocery retailing in Denmark
                                                                                          • The market
                                                                                            • The retailers
                                                                                              • Market size
                                                                                                • Figure 67: Denmark: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                • Figure 68: Denmark: Households consumption expenditure, (incl VAT), 2009-14
                                                                                              • Inflation
                                                                                                • Figure 69: Denmark: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                • Figure 70: Denmark: Harmonised indices of consumer prices: Annual % change, Jan 2013-Aug 2014
                                                                                              • Grocery retail sector size
                                                                                                • Figure 71: Denmark: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                • Figure 72: Denmark: Retail sales (excl. VAT), 2009-14
                                                                                                • Figure 73: Denmark: Retail sales forecasts (excl. VAT), 2014-19
                                                                                              • The grocery retailers – Financials and outlets
                                                                                                • Figure 74: Denmark: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                                • Figure 75: Denmark: Leading grocery retailers’ outlet numbers, 2011-13
                                                                                                • Figure 76: Denmark: Leading grocery retailers’ sales per outlet, 2011-13
                                                                                                • Figure 77: Denmark: Leading grocery retailers’ shares of all food retailers’ sales, 2011-13
                                                                                              • Online
                                                                                                • Figure 78: Denmark: Percentage of all individuals having purchased Food/Groceries online in the past 12 months, 2009-13
                                                                                            • Finland

                                                                                              • Grocery retailing in Finland
                                                                                                • The market
                                                                                                  • The retailers
                                                                                                    • Market size
                                                                                                      • Figure 79: Finland: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                      • Figure 80: Finland: Households consumption expenditure (incl VAT), 2009-14
                                                                                                    • Inflation
                                                                                                      • Figure 81: Finland: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                      • Figure 82: Finland: Harmonised indices of consumer prices: Annual % change, Jan 2013-Aug 2014
                                                                                                    • Grocery retail sector size
                                                                                                      • Figure 83: Finland: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                      • Figure 84: Finland: Retail sales (excl. VAT), 2009-14
                                                                                                      • Figure 85: Finland: Retail sales forecasts (excl. VAT), 2014-19
                                                                                                    • The grocery retailers – Financials and outlets
                                                                                                      • Figure 86: Finland: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                                      • Figure 87: Finland: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                      • Figure 88: Finland: Leading grocery retailers’ sales per outlet, 2011-13
                                                                                                      • Figure 89: Finland: Leading grocery retailers’ shares of all food retailers’ sales, 2011-13
                                                                                                    • Online
                                                                                                        • Figure 90: Finland: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2009-13
                                                                                                    • France

                                                                                                      • Executive summary
                                                                                                        • Spending and inflation
                                                                                                          • Sector size and forecast
                                                                                                            • Leading retailers – Financials and outlets
                                                                                                              • Leading retailers – Market shares
                                                                                                                • Online
                                                                                                                  • The consumer – Where they shop
                                                                                                                    • Consumers and the discounters
                                                                                                                      • What we think
                                                                                                                        • Spending and inflation
                                                                                                                          • Key points
                                                                                                                            • Consumer spending on food, drink and tobacco
                                                                                                                              • Figure 91: France: Consumer spending on food drink and tobacco (incl VAT), 2009-14
                                                                                                                            • Inflation
                                                                                                                              • Figure 92: France: Consumer prices: Annual change, Jan 2013-Oct 2014
                                                                                                                              • Figure 93: France: Consumer prices: Annual change, 2009-14
                                                                                                                            • Distribution of spending
                                                                                                                                • Figure 94: France: Estimated distribution of spending on food and drink, 2013
                                                                                                                              • Sector size and forecast
                                                                                                                                • Key points
                                                                                                                                    • Figure 95: France: Food retailers’ sales (excl VAT), 2009-14
                                                                                                                                    • Figure 96: France: Food retailers sales (excl VAT), 2014-19
                                                                                                                                  • Leading retailers – Financials and outlets
                                                                                                                                    • Key points
                                                                                                                                      • Sales
                                                                                                                                          • Figure 97: France: Leading grocers, sales, 2011-13
                                                                                                                                        • Outlets
                                                                                                                                          • Figure 98: France: Leading grocers outlet numbers, 2011-13
                                                                                                                                        • Sales per outlet
                                                                                                                                          • Figure 99: France: Leading grocers, sales per outlet, 2011-13
                                                                                                                                        • The retailers – Market shares
                                                                                                                                          • Figure 100: France: Leading grocers shares of all food retailers sales, 2011-13
                                                                                                                                        • Online
                                                                                                                                          • Key points
                                                                                                                                            • Still a small share of the market
                                                                                                                                              • Figure 101: France: Online shoppers in the last 12 months, 2009-13
                                                                                                                                            • But should they be doing it?
                                                                                                                                              • The consumer – Where they shop
                                                                                                                                                • Key points
                                                                                                                                                  • Who does the grocery shopping?
                                                                                                                                                    • Figure 102: France: Who does the main grocery shop, October 2014
                                                                                                                                                    • Figure 103: France: Profile of main shoppers, October 2014
                                                                                                                                                    • Figure 104: France: Store used for any shopping, October 2014
                                                                                                                                                    • Figure 105: France: Profile of shoppers at leading food retailers, October 2014
                                                                                                                                                  • Main shop
                                                                                                                                                    • Figure 106: France: Store used for any shopping, October 2014
                                                                                                                                                    • Figure 107: France: Profile of main shoppers at leading food retailers, October 2014
                                                                                                                                                  • Top-up shopping
                                                                                                                                                    • Figure 108: France: Store used for top-up shopping, October 2014
                                                                                                                                                    • Figure 109: France: Store used for top-up shopping, October 2014
                                                                                                                                                  • The consumer – Attitudes towards discount supermarkets
                                                                                                                                                    • Key points
                                                                                                                                                      • Why people don’t shop at the discounters.
                                                                                                                                                        • Figure 110: France: Reasons for not shopping at discounters, October 2014
                                                                                                                                                        • Figure 111: Attitudes to Discounters by shops used, October 2014
                                                                                                                                                      • How have discounters changed?
                                                                                                                                                          • Figure 112: France: How have discounters changed in the last two years, October 2014
                                                                                                                                                      • Germany

                                                                                                                                                        • Executive summary
                                                                                                                                                          • Spending and inflation
                                                                                                                                                            • Sector size and forecast
                                                                                                                                                              • Leading retailers
                                                                                                                                                                • Online
                                                                                                                                                                  • The consumer – Where they shop
                                                                                                                                                                    • The consumer – Attitudes towards discount supermarkets
                                                                                                                                                                      • The consumer – Why they don’t shop (or shop more) at discounters
                                                                                                                                                                        • What we think
                                                                                                                                                                          • Spending and Inflation
                                                                                                                                                                            • Key points
                                                                                                                                                                              • Lower inflation likely to hit spending growth for 2014
                                                                                                                                                                                • Figure 113: Germany: Consumer spending (including sales tax), 2009-14
                                                                                                                                                                                • Figure 114: Germany: Consumer prices: Annual % change, January 2013-September 2014
                                                                                                                                                                                • Figure 115: Germany: Consumer prices: Annual % change, 2009-13
                                                                                                                                                                              • Distribution of spending
                                                                                                                                                                                • Sector size and forecast
                                                                                                                                                                                  • Key points
                                                                                                                                                                                    • Grocers outperform spending growth
                                                                                                                                                                                      • Figure 116: Germany: Retail sales (excluding sales tax), 2009-14
                                                                                                                                                                                      • Figure 117: Germany: Grocers’ sector sales expressed as % of spending on food, beverages and tobacco, 2009-14
                                                                                                                                                                                      • Figure 118: Germany: Retail sales forecasts (excluding sales tax), 2014-19
                                                                                                                                                                                    • Leading retailers – Financials and outlets
                                                                                                                                                                                      • Discounters growing share
                                                                                                                                                                                        • Figure 119: Germany: Share of food retailers sector taken by leading discounters, 2011-13
                                                                                                                                                                                      • Discounters softening
                                                                                                                                                                                        • Full-range stores performance mixed
                                                                                                                                                                                            • Figure 120: Germany: Leading grocers: Net revenues, 2011-13
                                                                                                                                                                                            • Figure 121: Germany: Leading grocers: Store numbers, 2011-13
                                                                                                                                                                                            • Figure 122: Germany: Leading grocers: Annual sales per outlet, 2011-13
                                                                                                                                                                                          • The retailers – Market shares
                                                                                                                                                                                            • Figure 123: Germany: Leading grocers: Shares of all food retailers’ sales, 2011-13
                                                                                                                                                                                          • Online
                                                                                                                                                                                            • Key points
                                                                                                                                                                                              • The market
                                                                                                                                                                                                • The consumer
                                                                                                                                                                                                  • Retailer developments: Lidl ventures into grocery online
                                                                                                                                                                                                    • The retailers online
                                                                                                                                                                                                        • Figure 124: Germany: Leading grocers’ online offers, October 2014
                                                                                                                                                                                                        • Figure 125: Germany: Bringmeister’s guarantees to shoppers, October 2014
                                                                                                                                                                                                        • Figure 126: Bringmeister’s payment options, October 2014
                                                                                                                                                                                                      • The consumer – Where they shop
                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                          • What we asked
                                                                                                                                                                                                            • Where they shop – Lidl leads over Aldi for main shops
                                                                                                                                                                                                              • Figure 127: Germany: The consumer: Retailers used for main grocery shopping, October 2014
                                                                                                                                                                                                              • Figure 128: Germany: The consumer: Retailers used for top-up grocery shopping, October 2014
                                                                                                                                                                                                              • Figure 129: Germany: The consumer: Retailers used for main and top-up grocery shopping, in total, October 2014
                                                                                                                                                                                                            • Average shopper profiles
                                                                                                                                                                                                              • Figure 130: Germany: The consumer: Retailers used for main grocery shopping, average age and affluence, October 2014
                                                                                                                                                                                                              • Figure 131: Germany: The consumer: Retailers used for top-up grocery shopping, average age and affluence, October 2014
                                                                                                                                                                                                            • A strong gender divide gives hausfraus time to shop around
                                                                                                                                                                                                              • Figure 132: Germany: The consumer: Agreement that they are mainly responsible for grocery shopping, by gender, October 2014
                                                                                                                                                                                                            • The consumer – Attitudes towards discount supermarkets
                                                                                                                                                                                                              • Key points
                                                                                                                                                                                                                • What we asked
                                                                                                                                                                                                                  • Shoppers say brand choice and fresh-product quality has improved
                                                                                                                                                                                                                    • Figure 133: Germany: The consumer: Agreement with statements about discount supermarkets, October 2014
                                                                                                                                                                                                                  • Attitudes to discounters among Aldi/Lidl shoppers
                                                                                                                                                                                                                      • Figure 134: Germany: The consumer: Attitudes to discounters among Aldi/Lidl shoppers – Relative to total shopper average, September 2014
                                                                                                                                                                                                                    • Attitudes to discounters by where they do their main shop
                                                                                                                                                                                                                      • Figure 135: Germany: The consumer: Attitudes to discounters, by where they do their main grocery shopping, September 2014
                                                                                                                                                                                                                    • The consumer – Why they don’t shop (or shop more) at discounters
                                                                                                                                                                                                                      • Key points
                                                                                                                                                                                                                        • What we asked
                                                                                                                                                                                                                          • Limited ranges deter shoppers
                                                                                                                                                                                                                            • Figure 136: Germany: The consumer: Reasons for not shopping/not shopping more for groceries at discount supermarkets, October 2014
                                                                                                                                                                                                                          • Comparing to France and the UK
                                                                                                                                                                                                                              • Figure 137: France and the UK: Most popular reasons for not shopping (or not shopping more) at discount supermarkets, October 2014
                                                                                                                                                                                                                            • By where they do any shopping
                                                                                                                                                                                                                              • Figure 138: Germany: The consumer: Reasons for not shopping/not shopping more for groceries at discount supermarkets, by where they do any grocery shopping (main or top-up shopping), October 2014
                                                                                                                                                                                                                          • Greece

                                                                                                                                                                                                                            • Grocery retailing in Greece
                                                                                                                                                                                                                              • The market
                                                                                                                                                                                                                                • The retailers
                                                                                                                                                                                                                                  • Market size
                                                                                                                                                                                                                                    • Figure 139: Greece: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                    • Figure 140: Greece: Households’ consumption expenditure (incl VAT), 2009-14
                                                                                                                                                                                                                                  • Inflation
                                                                                                                                                                                                                                    • Figure 141: Greece: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                    • Figure 142: Greece: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                  • Grocery retail sector size
                                                                                                                                                                                                                                    • Figure 143: Greece: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                    • Figure 144: Greece: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                    • Figure 145: Greece: Retail sales forecasts (excl. VAT), 2014-19
                                                                                                                                                                                                                                  • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                    • Figure 146: Greece: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                                                                                                                                                                    • Figure 147: Greece: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                    • Figure 148: Greece: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                    • Figure 149: Greece: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                  • Online
                                                                                                                                                                                                                                    • Figure 150: Greece: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                • Hungary

                                                                                                                                                                                                                                  • Grocery retailing in Hungary
                                                                                                                                                                                                                                    • The market
                                                                                                                                                                                                                                      • The retailers
                                                                                                                                                                                                                                        • Market size
                                                                                                                                                                                                                                          • Figure 151: Hungary: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                          • Figure 152: Hungary: Households’ consumption expenditure (incl VAT), 2009-14
                                                                                                                                                                                                                                        • Inflation
                                                                                                                                                                                                                                          • Figure 153: Hungary: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                          • Figure 154: Hungary: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                        • Grocery retail sector size
                                                                                                                                                                                                                                          • Figure 155: Hungary: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                          • Figure 156: Hungary: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                          • Figure 157: Hungary: Retail sales forecasts (excl. VAT), 2014-19
                                                                                                                                                                                                                                        • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                          • Figure 158: Hungary: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                                                                                                                                                                          • Figure 159: Hungary: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                          • Figure 160: Hungary: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                          • Figure 161: Hungary: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                        • Online
                                                                                                                                                                                                                                          • Figure 162: Hungary: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                      • Ireland

                                                                                                                                                                                                                                        • Grocery retailing in Ireland
                                                                                                                                                                                                                                          • The market
                                                                                                                                                                                                                                            • The retailers
                                                                                                                                                                                                                                              • Market size
                                                                                                                                                                                                                                                • Figure 163: Ireland: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                                • Figure 164: Ireland: Households’ consumption expenditure (incl. VAT), 2009-14
                                                                                                                                                                                                                                              • Inflation
                                                                                                                                                                                                                                                • Figure 165: Ireland: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                • Figure 166: Ireland: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                              • Grocery retail sector size
                                                                                                                                                                                                                                                • Figure 167: Ireland: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                                • Figure 168: Ireland: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                                • Figure 169: Ireland: Retail sales forecasts (excl. VAT), 2014-19
                                                                                                                                                                                                                                              • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                                • Figure 170: Ireland: Leading grocery operators, by revenues (excl. VAT), 2011-13
                                                                                                                                                                                                                                                • Figure 171: Ireland: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                                • Figure 172: Ireland: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                                • Figure 173: Ireland: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                              • Online
                                                                                                                                                                                                                                                • Figure 174: Ireland: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                            • Italy

                                                                                                                                                                                                                                              • Executive summary
                                                                                                                                                                                                                                                • Spending and inflation
                                                                                                                                                                                                                                                  • Sector sales and forecast
                                                                                                                                                                                                                                                    • Leading retailers
                                                                                                                                                                                                                                                      • Online
                                                                                                                                                                                                                                                        • The consumer – Where they shop
                                                                                                                                                                                                                                                          • The consumer – Attitudes to Lidl
                                                                                                                                                                                                                                                            • The consumer – Why they don’t shop at Lidl
                                                                                                                                                                                                                                                              • What we think
                                                                                                                                                                                                                                                                • Spending and inflation
                                                                                                                                                                                                                                                                  • Key points
                                                                                                                                                                                                                                                                      • Figure 175: Italy: Consumer spending on food and drink (incl. VAT), 2009-14
                                                                                                                                                                                                                                                                    • Inflation
                                                                                                                                                                                                                                                                      • Figure 176: Italy: Harmonised indices of consumer prices: Annual % change, Mar 2013-Sept 2014
                                                                                                                                                                                                                                                                      • Figure 177: Italy: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                    • Distribution of spending
                                                                                                                                                                                                                                                                      • Figure 178: Italy: Estimated distribution of spending on food and beverages, 2013
                                                                                                                                                                                                                                                                    • Sector size and forecast
                                                                                                                                                                                                                                                                        • Figure 179: Italy: Retail sales, excl. VAT, 2009-14
                                                                                                                                                                                                                                                                        • Figure 180: Italy: Retail sales forecasts, excl. VAT, 2014-19
                                                                                                                                                                                                                                                                      • Sector sales mix
                                                                                                                                                                                                                                                                        • Figure 181: Italy: Grocers sales mix, 2013
                                                                                                                                                                                                                                                                      • Enterprises and employment
                                                                                                                                                                                                                                                                        • Figure 182: Italy: Number of retail enterprises, 2008-11
                                                                                                                                                                                                                                                                        • Figure 183: Italy: Retail employment by type of retailer, 2008-11 (Number of full time equivalent employees by sector)
                                                                                                                                                                                                                                                                        • Figure 184: Italy: Number of grocery stores by type, 2010-12
                                                                                                                                                                                                                                                                      • The retailers – Financials and outlets
                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                          • Winners and losers at the top
                                                                                                                                                                                                                                                                            • Selex – Multi-brand voluntary group
                                                                                                                                                                                                                                                                              • Discounters gain ground
                                                                                                                                                                                                                                                                                • Changes in buying alliances
                                                                                                                                                                                                                                                                                  • Conad joins forces with Finiper
                                                                                                                                                                                                                                                                                    • Auchan teams up with Sisa
                                                                                                                                                                                                                                                                                      • Figure 185: Italy: Leading grocery retailers, by revenues (excl vat), 2009-13
                                                                                                                                                                                                                                                                                      • Figure 186: Italy: Leading grocery retailers’ outlet numbers, 2009-13
                                                                                                                                                                                                                                                                                      • Figure 187: Italy: Leading grocery retailers’ sales per outlet, 2009-13
                                                                                                                                                                                                                                                                                    • The retailers – Market shares
                                                                                                                                                                                                                                                                                      • Figure 188: Italy: Leading grocery retailers’ estimated shares of all food retailers’ sales, 2009-13
                                                                                                                                                                                                                                                                                    • Online
                                                                                                                                                                                                                                                                                      • Key points
                                                                                                                                                                                                                                                                                        • Online shoppers
                                                                                                                                                                                                                                                                                          • Figure 189: Italy: Percentage of all individuals purchasing online in the past 12 months, 2008-13
                                                                                                                                                                                                                                                                                        • Market size and leading retailers
                                                                                                                                                                                                                                                                                            • Figure 190: Italy: Leading retailers websites by visitor numbers, September 2014
                                                                                                                                                                                                                                                                                          • The consumer – Where they shop
                                                                                                                                                                                                                                                                                            • Key points
                                                                                                                                                                                                                                                                                              • What we asked
                                                                                                                                                                                                                                                                                                • Main-shop destinations
                                                                                                                                                                                                                                                                                                  • Figure 191: Italy: Where consumers buy main weekly shop, October 2014
                                                                                                                                                                                                                                                                                                • Trend data
                                                                                                                                                                                                                                                                                                  • Top-up shop destinations
                                                                                                                                                                                                                                                                                                    • Figure 192: Italy: Where consumers buy their top-up shopping, October 2014
                                                                                                                                                                                                                                                                                                  • The consumer – Attitudes to Lidl
                                                                                                                                                                                                                                                                                                    • Key points
                                                                                                                                                                                                                                                                                                      • What we asked
                                                                                                                                                                                                                                                                                                        • Almost 60% of consumers now shop more at discount stores
                                                                                                                                                                                                                                                                                                          • Figure 193: Italy Consumer attitudes to Lidl – Agreement with statements, October 2014
                                                                                                                                                                                                                                                                                                        • Sticking with Lidl even if they had more money
                                                                                                                                                                                                                                                                                                          • Figure 194: Italy: Consumer attitudes to Lidl – Changing shopping habits, October 2014
                                                                                                                                                                                                                                                                                                        • Fresh foods – quality improving
                                                                                                                                                                                                                                                                                                          • Figure 195: Italy: Consumer attitudes to Lidl – Quality of products, October 2014
                                                                                                                                                                                                                                                                                                        • Choice improving but still some limitations
                                                                                                                                                                                                                                                                                                          • Figure 196: Italy: Consumer attitudes to Lidl – Choice of products, October 2014
                                                                                                                                                                                                                                                                                                        • Non-grocery special deals are a key selling point
                                                                                                                                                                                                                                                                                                          • Figure 197: Italy: Consumer attitudes to Lidl – Non-grocery products, October 2014
                                                                                                                                                                                                                                                                                                        • The consumer – Why they don’t shop at lidl
                                                                                                                                                                                                                                                                                                          • Key points
                                                                                                                                                                                                                                                                                                            • What we asked
                                                                                                                                                                                                                                                                                                              • Scope for further expansion?
                                                                                                                                                                                                                                                                                                                • Figure 198: Italy: Why consumers don’t do any/more of their grocery shopping at Lidl, October 2014
                                                                                                                                                                                                                                                                                                              • Unfamiliar brands
                                                                                                                                                                                                                                                                                                              • The Netherlands

                                                                                                                                                                                                                                                                                                                • Grocery retailing in The Netherlands
                                                                                                                                                                                                                                                                                                                  • The market
                                                                                                                                                                                                                                                                                                                    • The retailers
                                                                                                                                                                                                                                                                                                                      • Market size
                                                                                                                                                                                                                                                                                                                        • Figure 199: The Netherlands: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                                                                                                        • Figure 200: The Netherlands: Households’ consumption expenditure (incl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                      • Inflation
                                                                                                                                                                                                                                                                                                                        • Figure 201: The Netherlands: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                                                                        • Figure 202: The Netherlands: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                                                                                                      • Grocery retail sector size
                                                                                                                                                                                                                                                                                                                        • Figure 203: The Netherlands: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                                                                                                        • Figure 204: The Netherlands: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                        • Figure 205: The Netherlands: Retail sales (excl. VAT), 2014-19
                                                                                                                                                                                                                                                                                                                      • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                                                                                                        • Figure 206: The Netherlands: Leading grocery operators, by revenues (excl. VAT), 2011-13
                                                                                                                                                                                                                                                                                                                        • Figure 207: The Netherlands: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                                                                                                        • Figure 208: The Netherlands: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                                                                                                        • Figure 209: The Netherlands: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                                                                                                      • Online
                                                                                                                                                                                                                                                                                                                        • Figure 210: The Netherlands: Percentage of all individuals having purchased food/groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                                                                                                    • Norway

                                                                                                                                                                                                                                                                                                                      • Grocery retailing in Norway
                                                                                                                                                                                                                                                                                                                        • The market
                                                                                                                                                                                                                                                                                                                          • The retailers
                                                                                                                                                                                                                                                                                                                            • Market size
                                                                                                                                                                                                                                                                                                                              • Figure 211: Norway: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                                                                                                              • Figure 212: Norway: Households consumption expenditure (incl VAT), 2009-14
                                                                                                                                                                                                                                                                                                                            • Inflation
                                                                                                                                                                                                                                                                                                                              • Figure 213: Norway: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                                                                              • Figure 214: Norway: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                                                                                                            • Grocery retail sector size
                                                                                                                                                                                                                                                                                                                              • Figure 215: Norway: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                                                                                                              • Figure 216: Norway: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                              • Figure 217: Norway: Retail sales forecasts (excl. VAT), 2014-19
                                                                                                                                                                                                                                                                                                                            • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                                                                                                              • Figure 218: Norway: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                                                                                                                                                                                                                                                              • Figure 219: Norway: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                                                                                                              • Figure 220: Norway: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                                                                                                              • Figure 221: Norway: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                                                                                                            • Online
                                                                                                                                                                                                                                                                                                                              • Figure 222: Norway: Percentage of all individuals having purchased Food/Groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                                                                                                          • Poland

                                                                                                                                                                                                                                                                                                                            • Grocery retailing in Poland
                                                                                                                                                                                                                                                                                                                              • The market
                                                                                                                                                                                                                                                                                                                                • The retailers
                                                                                                                                                                                                                                                                                                                                  • Figure 223: Europe: Grocery shopping habits, selected statements, Q2 2014
                                                                                                                                                                                                                                                                                                                                • Market size
                                                                                                                                                                                                                                                                                                                                  • Figure 224: Poland: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                                                                                                                  • Figure 225: Poland: Households’ consumption expenditure (incl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                                • Inflation
                                                                                                                                                                                                                                                                                                                                  • Figure 226: Poland: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                                                                                  • Figure 227: Poland: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                                                                                                                • Grocery retail sector size
                                                                                                                                                                                                                                                                                                                                  • Figure 228: Poland: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                                                                                                                  • Figure 229: Poland: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                                  • Figure 230: Poland: Retail sales (excl. VAT), 2014-19
                                                                                                                                                                                                                                                                                                                                • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                                                                                                                  • Figure 231: Poland: Leading grocery operators, by revenues (excl. VAT), 2011-13
                                                                                                                                                                                                                                                                                                                                  • Figure 232: Poland: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                                                                                                                  • Figure 233: Poland: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                                                                                                                  • Figure 234: Poland: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                                                                                                                • Online
                                                                                                                                                                                                                                                                                                                                  • Figure 235: Poland: Percentage of all individuals having purchased Food/Groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                                                                                                              • Portugal

                                                                                                                                                                                                                                                                                                                                • Grocery retailing in Portugal
                                                                                                                                                                                                                                                                                                                                  • The market
                                                                                                                                                                                                                                                                                                                                    • The retailers
                                                                                                                                                                                                                                                                                                                                      • Market size
                                                                                                                                                                                                                                                                                                                                        • Figure 236: Portugal: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                                                                                                                        • Figure 237: Portugal: Households’ consumption expenditure (incl VAT), 2009-14
                                                                                                                                                                                                                                                                                                                                      • Inflation
                                                                                                                                                                                                                                                                                                                                        • Figure 238: Portugal: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                                                                                        • Figure 239: Portugal: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                                                                                                                      • Grocery retail sector size
                                                                                                                                                                                                                                                                                                                                        • Figure 240: Portugal: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                                                                                                                        • Figure 241: Portugal: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                                        • Figure 242: Portugal: Retail sales forecasts (excl. VAT), 2014-19
                                                                                                                                                                                                                                                                                                                                      • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                                                                                                                        • Figure 243: Portugal: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                                                                                                                                                                                                                                                                        • Figure 244: Portugal: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                                                                                                                        • Figure 245: Portugal: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                                                                                                                        • Figure 246: Portugal: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                                                                                                                      • Online
                                                                                                                                                                                                                                                                                                                                        • Figure 247: Portugal: Percentage of all individuals having purchased Food/Groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                                                                                                                    • Spain

                                                                                                                                                                                                                                                                                                                                      • Executive summary
                                                                                                                                                                                                                                                                                                                                        • Spending and inflation
                                                                                                                                                                                                                                                                                                                                          • Sector sales and forecast
                                                                                                                                                                                                                                                                                                                                            • Leading retailers
                                                                                                                                                                                                                                                                                                                                              • Online
                                                                                                                                                                                                                                                                                                                                                • The consumer – Where they shop
                                                                                                                                                                                                                                                                                                                                                  • The consumer – Attitudes to Dia, Lidl and Aldi
                                                                                                                                                                                                                                                                                                                                                    • The consumer – Why they don’t shop at Dia/Lidl/Aldi
                                                                                                                                                                                                                                                                                                                                                      • What we think
                                                                                                                                                                                                                                                                                                                                                        • Spending and inflation
                                                                                                                                                                                                                                                                                                                                                          • Key points
                                                                                                                                                                                                                                                                                                                                                            • Consumer spending
                                                                                                                                                                                                                                                                                                                                                              • Figure 248: Spain: Consumer spending on food and drink ( incl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                                                            • Inflation
                                                                                                                                                                                                                                                                                                                                                              • Figure 249: Spain: Harmonised indices of consumer prices: Annual % change food and drink, Mar 2013-Sept 2014
                                                                                                                                                                                                                                                                                                                                                              • Figure 250: Spain: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                                                                                                            • Distribution of spending
                                                                                                                                                                                                                                                                                                                                                              • Figure 251: Spain: Estimated distribution of spending on food, beverages, and tobacco, 2013
                                                                                                                                                                                                                                                                                                                                                            • Sector size and forecast
                                                                                                                                                                                                                                                                                                                                                              • Key points
                                                                                                                                                                                                                                                                                                                                                                • Sector sales
                                                                                                                                                                                                                                                                                                                                                                  • Figure 252: Spain: Retail sales, excl. VAT, 2009-14
                                                                                                                                                                                                                                                                                                                                                                  • Figure 253: Spain: Retail sales forecasts, excl. VAT, 2014-19
                                                                                                                                                                                                                                                                                                                                                                • Sector sales mix
                                                                                                                                                                                                                                                                                                                                                                  • Figure 254: Spain: Estimated sales mix for the grocers’ sector, 2013
                                                                                                                                                                                                                                                                                                                                                                • Retail enterprises and employee numbers
                                                                                                                                                                                                                                                                                                                                                                  • Figure 255: Spain: Number of retail enterprises, 2008-12
                                                                                                                                                                                                                                                                                                                                                                  • Figure 256: Spain: Number of full-time-equivalent employees in retailing, 2008-12 (Number of full time equivalent employees by sector)
                                                                                                                                                                                                                                                                                                                                                                • The retailers – Financials and outlets
                                                                                                                                                                                                                                                                                                                                                                  • Key points
                                                                                                                                                                                                                                                                                                                                                                    • Mercadona dominates the sector
                                                                                                                                                                                                                                                                                                                                                                      • Winners – Discounters and other proximity retailers
                                                                                                                                                                                                                                                                                                                                                                        • Losers – Larger store formats
                                                                                                                                                                                                                                                                                                                                                                          • Condis rolls out Condislife format
                                                                                                                                                                                                                                                                                                                                                                            • Figure 257: Spain: Leading grocery retailers, by sales, excl. VAT, 2011-13
                                                                                                                                                                                                                                                                                                                                                                            • Figure 258: Spain: Leading grocery retailers’ outlet numbers, 2011-13
                                                                                                                                                                                                                                                                                                                                                                            • Figure 259: Spain: Leading grocery retailers’ estimated sales per outlet, 2011-13
                                                                                                                                                                                                                                                                                                                                                                          • The retailers – Market shares
                                                                                                                                                                                                                                                                                                                                                                            • Figure 260: Spain: Leading grocery retailers’ shares of all food retailers sales, 2011-13
                                                                                                                                                                                                                                                                                                                                                                          • Online
                                                                                                                                                                                                                                                                                                                                                                            • Key points
                                                                                                                                                                                                                                                                                                                                                                              • Online shoppers
                                                                                                                                                                                                                                                                                                                                                                                • Figure 261: The consumer: Percentage of all individuals purchasing online in the past 12 months, 2008-13
                                                                                                                                                                                                                                                                                                                                                                              • Market size and leading retailers
                                                                                                                                                                                                                                                                                                                                                                                  • Figure 262: Spain: Leading retail websites by visitor numbers,
                                                                                                                                                                                                                                                                                                                                                                                • The consumer – Where they shop
                                                                                                                                                                                                                                                                                                                                                                                  • Key points
                                                                                                                                                                                                                                                                                                                                                                                    • What we asked
                                                                                                                                                                                                                                                                                                                                                                                      • Main grocery destination
                                                                                                                                                                                                                                                                                                                                                                                        • Figure 263: Spain: Where consumers buy main weekly shop, October 2014
                                                                                                                                                                                                                                                                                                                                                                                      • Top-up shop destinations
                                                                                                                                                                                                                                                                                                                                                                                        • Figure 264: Spain: Where consumers buy their top-up shopping, October 2014
                                                                                                                                                                                                                                                                                                                                                                                      • The consumer – Attitudes to Dia, Lidl and Aldi
                                                                                                                                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                                                                                                                                          • What we asked
                                                                                                                                                                                                                                                                                                                                                                                            • More than 50% of consumers now shop more at discounters
                                                                                                                                                                                                                                                                                                                                                                                              • Figure 265: Spain: Consumer attitudes to Dia/Lidl/Aldi – Agreement with statements, October 2014
                                                                                                                                                                                                                                                                                                                                                                                            • Sticking with Dia/Lidl/Aldi even if they had more money
                                                                                                                                                                                                                                                                                                                                                                                              • Figure 266: Spain: Attitudes to Dia/Lidl/Aldi – Changing shopping habits, October 2014
                                                                                                                                                                                                                                                                                                                                                                                            • Fresh foods improving
                                                                                                                                                                                                                                                                                                                                                                                              • Figure 267: Spain: Consumer attitudes to Dia/Lidl/Aldi – Quality of products, October 2014
                                                                                                                                                                                                                                                                                                                                                                                            • Choice improving but still some limitations
                                                                                                                                                                                                                                                                                                                                                                                              • Figure 268: Spain: Consumer attitudes to Dia/Lidl/Aldi – Choice of products, October 2014
                                                                                                                                                                                                                                                                                                                                                                                            • Non-grocery special deals are a key selling point
                                                                                                                                                                                                                                                                                                                                                                                              • Figure 269: Spain: Consumer attitudes to Dia/Lidl/Aldi – Non-grocery products, October 2014
                                                                                                                                                                                                                                                                                                                                                                                            • The consumer – Why they don’t shop at Dia/Lidl/Aldi
                                                                                                                                                                                                                                                                                                                                                                                              • Key points
                                                                                                                                                                                                                                                                                                                                                                                                • What we asked
                                                                                                                                                                                                                                                                                                                                                                                                  • Limited ranges and few stores limit shopper numbers
                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 270: Spain: Why consumers don’t do any/more of their grocery shopping at Dia/Lidl/Aldi, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                  • Women more concerned about limited ranges
                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 271: Spain: Why consumers don’t do any/more of their grocery shopping at Dia/Lidl/Aldi by gender, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                  • Poor perception of quality in Madrid
                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 272: Spain: Why consumers don’t do any/more of their grocery shopping at Dia/Lidl/Aldi, by region, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 273: Spain: Where consumers buy their top-up shopping, by region, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                • Sweden

                                                                                                                                                                                                                                                                                                                                                                                                  • Grocery retailing in Sweden
                                                                                                                                                                                                                                                                                                                                                                                                    • The market
                                                                                                                                                                                                                                                                                                                                                                                                      • The retailers
                                                                                                                                                                                                                                                                                                                                                                                                        • Market size
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 274: Sweden: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 275: Sweden: Households consumption expenditure, incl VAT, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                        • Inflation
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 276: Sweden: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 277: Sweden: Harmonised indices of consumer prices: Annual % change, Jan 2013-Aug 2014
                                                                                                                                                                                                                                                                                                                                                                                                        • Grocery retail sector size
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 278: Sweden: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 279: Sweden: Retail sales, excl. VAT, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 280: Sweden: Retail sales forecasts, excl. VAT, 2014-19
                                                                                                                                                                                                                                                                                                                                                                                                        • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 281: Sweden: Leading grocery retailers, by revenues (excl vat), 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 282: Sweden: Leading grocery retailers’ outlet numbers, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 283: Sweden: Leading grocery retailers’ sales per outlet, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 284: Sweden: Leading grocery retailers’ shares of all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                        • Online
                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 285: Sweden: Percentage of all individuals having purchased Food/Groceries online in the past 12 months, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                      • Switzerland

                                                                                                                                                                                                                                                                                                                                                                                                        • Grocery retailing in Switzerland
                                                                                                                                                                                                                                                                                                                                                                                                          • The market
                                                                                                                                                                                                                                                                                                                                                                                                            • The retailers
                                                                                                                                                                                                                                                                                                                                                                                                              • Market size
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 286: Switzerland: Households’ expenditure on food and drink as % of all spending, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 287: Switzerland: Households’ consumption expenditure (incl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                              • Inflation
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 288: Switzerland: Harmonised indices of consumer prices: Annual % change, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 289: Switzerland: Harmonised indices of consumer prices: Annual % change, January 2013-August 2014
                                                                                                                                                                                                                                                                                                                                                                                                              • Grocery retail sector size
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 290: Switzerland: Food retailers’ sales as % of all retail sales, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 291: Switzerland: Retail sales (excl. VAT), 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 292: Switzerland: Retail sales forecasts (excl. VAT), 2014-19
                                                                                                                                                                                                                                                                                                                                                                                                              • The grocery retailers – Financials and outlets
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 293: Switzerland: Leading grocery operators, by revenues (excl. VAT), 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 294: Switzerland: Leading grocery retailers, outlet numbers, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 295: Switzerland: Leading grocery retailers, sales per outlet, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 296: Switzerland: Leading grocery retailers’ shares all food retailers’ sales, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                              • Online
                                                                                                                                                                                                                                                                                                                                                                                                              • UK

                                                                                                                                                                                                                                                                                                                                                                                                                • Introduction
                                                                                                                                                                                                                                                                                                                                                                                                                  • Addressing the issues confronting grocery retailers
                                                                                                                                                                                                                                                                                                                                                                                                                    • Data
                                                                                                                                                                                                                                                                                                                                                                                                                      • Financial definitions
                                                                                                                                                                                                                                                                                                                                                                                                                        • Abbreviations
                                                                                                                                                                                                                                                                                                                                                                                                                          • Executive summary
                                                                                                                                                                                                                                                                                                                                                                                                                            • The market
                                                                                                                                                                                                                                                                                                                                                                                                                              • Value growth slowed by price competition
                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 297: Grocery retailers: Sector size and forecast (incl VAT), 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 298: Grocery retailers: Sector size and forecast (incl VAT), by segment, 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                              • Companies, brands and innovations
                                                                                                                                                                                                                                                                                                                                                                                                                                • Market shares
                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 299: Leading grocers: Market shares, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 300: The Big Four grocers: Market shares, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                                  • Brand research
                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 301: Brand research: Levels of trust and differentiation, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                  • The consumer
                                                                                                                                                                                                                                                                                                                                                                                                                                    • Where they shop
                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 302: The consumer: Retailers used for main and top-up shops, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                    • Types of store used
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 303: The consumer: Type of store used for main shops and top-up shops, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                      • Attitudes to the discounters
                                                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 304: The consumer: Attitudes to Aldi/Lidl – Agreement with statements, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Why they do not shop (or shop more) at Aldi/Lidl
                                                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 305: The consumer: Why they do not do any/more of their grocery shopping at Aldi or Lidl, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Non-groceries purchased from supermarkets
                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 306: The consumer: Non-grocery items bought from grocery retailers, whether online or in-store, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                          • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                            • Issues and insights
                                                                                                                                                                                                                                                                                                                                                                                                                                              • Aldi and Lidl – How big will they get?
                                                                                                                                                                                                                                                                                                                                                                                                                                                • The facts
                                                                                                                                                                                                                                                                                                                                                                                                                                                  • The implications
                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Is the hypermarket dead?
                                                                                                                                                                                                                                                                                                                                                                                                                                                      • The facts
                                                                                                                                                                                                                                                                                                                                                                                                                                                        • The implications
                                                                                                                                                                                                                                                                                                                                                                                                                                                          • But shopper trends are hitting grocery retailers
                                                                                                                                                                                                                                                                                                                                                                                                                                                            • The facts
                                                                                                                                                                                                                                                                                                                                                                                                                                                              • The implications
                                                                                                                                                                                                                                                                                                                                                                                                                                                                • So should retailers be expanding their convenience formats?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • The facts
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • The implications
                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Trend application
                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Accentuate the Negative
                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Life Hacking
                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Mintel Futures
                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • The market environment
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Inflation dwindles
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 307: Consumer prices: Annual % change, January 2012-September 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Real-terms growth likely to return
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 308: Annual consumer prices inflation (food, beverages, tobacco) versus annual growth in grocers’ sector sales, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Consumers feeling better off
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 309: The consumer: Trends in current financial situation compared a year ago, July 2011-September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • But they are not losing frugal habits
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 310: The consumer: Those saying they “do more”, selected attitudes, December 2013-September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 311: The consumer: Those saying they “do more”, average age and affluence, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Ageing population
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 312: Projected age structure of the UK population, 2013 and 2018
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Young people living with parents for longer
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 313: UK: Percentage of young adults aged 20-34 living with their parents, by age group, 2004-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 314: UK: Number of households, by occupancy, 2004 and 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Consumer spending and channels of distribution
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Low inflation to impact on spending growth in 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 315: Consumer spending on food, beverages and tobacco (incl VAT), 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 316: Estimated distribution of spending on food, beverages and tobacco, by type of retailer, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 317: Food specialists sub-sector breakdown, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Spending on non-food grocery categories
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 318: Consumer spending on non-food grocery categories (incl VAT), 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Sector size and forecast
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Value growth slowed by price competition
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 319: Grocery retailers: Sector size and forecast (incl VAT), 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 320: Grocery retailers: Sector size and forecast (incl VAT), at current and constant prices, 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Segment forecasts: Supermarkets stagnate, online surges, convenience grows
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 321: Grocery retailers: Sector size and forecast (incl VAT), by segment, 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Supermarkets segment: Stagnating in 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 322: Supermarkets: Segment size and forecast (incl VAT), 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 323: Supermarkets: Segment size and forecast (incl VAT), at current and constant prices, 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Convenience stores segment: Outperforming
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 324: Convenience stores: Segment size and forecast (incl VAT), 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 325: Convenience stores: Segment size and forecast (incl VAT), 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Online: Strong growth from a small base
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 326: Online sales by grocers: Segment size and forecast (incl VAT), 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 327: Online sales by grocers: Segment size and forecast (incl VAT), at current and constant prices, 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Real-terms sector growth: 2014 will be better
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 328: Annual consumer prices inflation (food, beverages, tobacco) versus annual growth in grocers’ sector sales, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Forecast methodology
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • The fan chart
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Strengths and weaknesses
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Strengths
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Weaknesses
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Non-grocery retail
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Non-groceries declining as share of sector sales
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 329: Grocers sector: Estimated total general merchandise and clothing/footwear sales (incl VAT), 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Non-grocery as a proportion of retailers’ sales
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 330: Leading grocers: Estimated general merchandise and clothing sales as % of total sales, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Non-grocery sales by major retailer
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 331: Leading grocers’ estimated sales of major non-food categories (excl VAT), 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Brand perceptions and social media
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Brand perceptions
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Key brand metrics
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 332: Key brand metrics, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Brand map
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 333: Attitudes towards and usage of brands in the supermarket sector, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Brand attitudes
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 334: Attitudes, by supermarket brand, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Brand personality
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 335: Supermarket brand personality – Macro image, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 336: Supermarket brand personality – Micro image, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Brand usage
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 337: Supermarket brand usage, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Brand experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 338: Supermarket brand experience, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Social media and online buzz
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Social media metrics
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 339: Social media metrics of selected supermarket brands, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Online mentions
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 340: Share of conversation of top five selected supermarket brands, by week, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 341: Share of conversation of next selected supermarket brands, by week, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Topics of discussion
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 342: Topics of discussion around selected supermarket brands, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Where discussion is occurring
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 343: Conversation, by page type, by brand, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Analysis by brand
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 344: Topic cloud around mentions of Tesco, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 345: Topic cloud around mentions of Asda, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 346: Topic cloud around mentions of Sainsbury’s, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 347: Topic cloud around mentions of Morrisons, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 348: Topic cloud around mentions of Aldi, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 349: Topic cloud around mentions of Lidl, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 350: Topic cloud around mentions of M&S Simply Food, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 351: Topic cloud around mentions of Waitrose, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 352: Topic cloud around mentions of The Co-operative, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 353: Topic cloud around mentions of Iceland, 27 October 2013-25 October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Brand communication and promotion
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Total ad spend up
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • The Big Four
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Discounters ramp up advertising spend
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Online grocery
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 354: Main media advertising spend, by leading grocery retailers, 2010-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • The press accounts for the lion’s share of ad spend
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 355: Leading grocers’ main media advertising spend, by media type, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • What we have seen in 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Discounters pushing own brand product quality
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Premier Stores first ever TV advertising campaign
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Iceland’s ground-breaking commercial partnership with The Sun
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Price-matching gets fierce and ugly
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • The consumer – Shopper profiles by retailer
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Main-shop customer breakdowns
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 356: The consumer: Breakdown of main-shop customers at major grocers, by age group, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 357: The consumer: Breakdown of main-shop customers at major grocers, by region, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 358: The consumer: Breakdown of main-shop customers at major grocers, by social grade, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 359: The consumer: Breakdown of main-shop customers at major grocers, by type of location, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 360: The consumer: Breakdown of main-shop customers at major grocers, by parent/non-parent, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 361: The consumer: Breakdown of main-shop customers at major grocers, by financial sentiment, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • The consumer – Where they shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • What we asked
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Main grocery shopping: Aldi nudging closer to Morrisons
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 362: The consumer: Retailer used for main grocery shop, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Changes year-on-year
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 363: Retailer used for main shop/most grocery shopping, 2012, 2013 and 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Top-up shopping: Aldi and Lidl rivalling the Co-op and Morrisons
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 364: The consumer: Retailers used for top-up grocery shop, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Total usage: two thirds of all consumers use Tesco
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 365: The consumer: Retailers used for main and top-up shops, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Demographics: typical Morrisons customer is now more affluent
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 366: The consumer: Retailers used for main grocery shop, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 367: The consumer: Retailers used for top-up grocery shop, average age and affluence, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Main shop, by region: Aldi under indexes in London
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 368: The consumer: Retailer used for main grocery shop, by region – Relative to national average for each retailer, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Online focus group
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • The consumer – Types of stores used
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we asked
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Supermarkets continue to dominate main grocery shops
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 369: The consumer: Type of store used for main grocery shop, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • And supermarkets still lead for top-up shops
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 370: The consumer: Type of store used for top-up grocery shops, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 371: The consumer: Type of store used for grocery shopping – Total of main and top-up shops, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Frequency of usage
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 372: The consumer: Frequency of usage, by store type, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Main shop demographics: Young turn to c-stores, older turn to out-of-town
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 373: The consumer: Type of store used for main grocery shop, by age group, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 374: The consumer: Type of store used for main grocery shop, average age and affluence, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Type of store, by retailer used for main shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 375: The consumer: Type of store used for main grocery shop, by retailer used for main grocery shop, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 376: The consumer: Type of store used for main grocery shop, by retailer used for main grocery shop, September 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Repertoire of stores used for top-up shopping
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 377: The consumer: Repertoire analysis of type of store used for top-up grocery shops, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Online focus group: Changing shopping habits
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • The consumer – Attitudes towards Aldi and Lidl
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • What we asked
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Almost half of consumers now shop at Aldi/Lidl more
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 378: The consumer: Attitudes to Aldi/Lidl – Agreement with statements, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Three quarters would stick with Aldi/Lidl even if they had more money
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 379: The consumer: Attitudes to Aldi/Lidl – Changing shopping habits, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Focus group
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Shoppers think quality has improved in fresh foods
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 380: The consumer: Attitudes to Aldi/Lidl – Quality of products, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Focus group
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Brand choice has improved but still cannot do all their shopping at Aldi/Lidl
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 381: The consumer: Attitudes to Aldi/Lidl – Choice of products, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Focus group
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Non-grocery special deals are a key selling point
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 382: The consumer: Attitudes to Aldi/Lidl – Non-grocery products, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Attitudes to discounters, among those who shop at the discounters
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 383: The consumer: Attitudes to Aldi/Lidl among Aldi/Lidl shoppers – Relative to total shopper average, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • By where they shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 384: The consumer: Attitudes to Aldi/Lidl, by where they do their main grocery shop, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Focus group: What could prompt shopper migration to or from Aldi/Lidl?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • The consumer – Why they do not shop at Aldi/Lidl
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • What we asked
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Limited ranges and few stores limit shopper numbers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 385: The consumer: Why they do not do any/more of their grocery shopping at Aldi or Lidl, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • By region: too few stores in London and the south east?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 386: The consumer: Why they do not do any/more of their grocery shopping at Aldi or Lidl – “There is not one in a location that is convenient for me”, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • By social grade: ABs more concerned with brand choice
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 387: The consumer: Why they do not do any/more of their grocery shopping at Aldi or Lidl, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Why they do not shop there, crossed by where they do shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 388: The consumer: Why they do not do any/more of their grocery shopping at Aldi or Lidl, by where they do their main grocery shop, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Online focus group
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • The consumer – Buying non-grocery items from supermarkets
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Fully 86% buy non-groceries from supermarkets
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 389: The consumer: Non-grocery items bought from grocery retailers, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • And 49% are buying non-groceries from supermarkets online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 390: The consumer: Non-grocery items bought from grocery retailers, by in-store/online, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Supermarkets lose non-grocery shoppers in 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 391: The consumer: Non-grocery items bought from grocery retailers, September 2013 and September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • 2014 vs 2013: In-store
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 392: The consumer: Non-grocery items bought from grocery retailers – In-store, September 2013 and September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • 2014 vs 2013: Online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 393: The consumer: Non-grocery items bought from grocery retailers – Online, September 2013 and September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • By main-shop retailer: Aldi shoppers over-index on DIY
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 394: Non-grocery purchases (whether online or in-store), by Retailers used for main and top-up shops, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Online focus group
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Who’s innovating?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Pioneering independent ethical supermarket
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 395: hiSbe, Brighton
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Zero-waste supermarket
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Click-and-Collect
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Improving the checkout process for in-store shoppers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Unique DIY mental health screening kiosk
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Car-like GPS in-store sales navigation system
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Smart trolley
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • App for cash-back on groceries
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • iBeacon technology changing the shopping experience at Waitrose
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Home scanning
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Space allocation summary
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Summary data and classifications
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 396: Food, non-food standard classifications, 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Convenience – Comparison goods
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 397: Leading food retailers: Convenience comparison split, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 398: Leading food retailers, pattern of space allocation to foods, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Detailed space allocation data
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 399: UK hypermarkets: Estimated space allocations, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 400: UK hypermarkets: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 401: UK hypermarkets: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 402: UK hypermarkets: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 403: Leading superstores: Estimated space allocations, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 404: Leading superstores: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 405: Leading superstores: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 406: Leading superstores: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 407: Smaller stores and hard discounters: Estimated space allocations, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 408: Smaller stores and hard discounters: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 409: Smaller stores and hard discounters: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 410: Smaller stores and hard discounters: Estimated space allocations, October 2014 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Retail product mix
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Sales
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 411: Leading food retailers: Estimated sales breakdown, 2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 412: Leading food retailers: Estimated sales breakdown, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Sales densities
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 413: Leading retailers, Estimated sales density by product, 2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Market shares of spending on food
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 414: Leading food retailers: Estimated share of all spending on food and drink, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Leading grocery retailers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Sales: Tesco’s first slippage in memory
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 415: Leading grocery retailers: Net sales, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 416: Leading 10 grocery retailers: Compound annual growth rates in net sales, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Store numbers and sales per outlet
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 417: Leading grocery retailers: Store numbers, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 418: Leading 10 grocery retailers: Compound annual growth rates in sales per outlet, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 419: Leading grocery retailers: Annual sales per outlet, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Sales area and sales densities
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 420: Leading grocery retailers: Total sales area, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 421: Leading grocery retailers: Annual sales per sq m, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Operating profits and operating margins
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 422: Leading grocery retailers: Operating profits, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 423: Leading grocery retailers: Operating margins, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Market shares
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Three of the Big Four are expected to lose share in 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 424: Leading grocery retailers: Share of sector sales, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • The Big Four fall below two-thirds share
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 425: Market shares: The Big Four and Tesco, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 426: Market shares: Aldi and Lidl, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • How we calculate our market shares
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Key points
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Online sales by grocery retailers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 427: Online sales by grocers as % of grocers’ sector sales, 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 428: Online sales by grocers: Segment size and forecast (incl VAT), 2009-19
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Market shares
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 429: Estimated market shares of online sales by grocers, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • UK coverage
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 430: Coverage: Selected leading online grocers, February/March 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Online sales of grocery products
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 431: Online sales of grocery products (incl VAT), 2008-18
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 432: Online grocery sales (incl VAT), at current and constant prices, 2008-18
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • The consumer
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Nearly one quarter now buy online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 433: The consumer: Type of store used for grocery shopping – Online, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Where they shop online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 434: The consumer: Retailers used for majority of grocery shopping, online, December 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Why they do not shop online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 435: The consumer: Reasons for not shopping for groceries online, November 2012
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Website visitor data
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 436: Leading food retail websites, by unique visitor numbers, September 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Ahold Group

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Not yet in shape
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • A greater focus on convenience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Sells Slovakian operations to fund more Czech stores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Broadening the online offer
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 437: Ahold Group: Retail division financial performance, excl. VAT, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 438: Ahold Group: Outlet data, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Aldi

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Germany
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Elsewhere
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Where next?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 439: Aldi: Group financial performance, 2009-2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 440: Aldi: Outlet data, 2009-2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 441: Aldi: Outlet data, 2009-2013 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Asda Group Ltd

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Price
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Aldi and Lidl
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Stores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Where next?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 442: Asda Group Ltd: Group financial performance, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 443: Asda Group Ltd: Outlet data, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 444: Asda: Sales mix, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Groupe Auchan

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Exposed in weak eurozone and under threat from trend away from hypermarkets
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Looking for growth
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Defensive purchasing alliances
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 445: Auchan: Group financial performance, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 446: Auchan: Revenue by region, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 447: Auchan: Retail sales estimates by country (Europe only), 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Stores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Figure 448: Auchan: Outlet data (Consolidated stores only), 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Groupe Auchan – Non retail activities
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Carrefour

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Where next?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 449: Carrefour: Group financial performance, 2009-2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 450: Carrefour: Outlet data, 2009-2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 451: Carrefour (Europe): Outlet numbers (incl franchisees and partners, excluding cash and carry), 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Casino

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Warning signs in 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Putting price first
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Casino and Intermarché enter buying agreement
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Online – Strong performance for GM and potential to expand in food
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 452: Casino: Group financial performance, excl. sales tax, 2009-14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 453: Casino: Outlet data (excluding franchises), 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • The Co-operative Food

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Members vote in favour of changes to governance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Clear focus on c-stores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Marston’s deal brings over 60 new stores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Improving the c-store offer
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Interim results reflect a company in transition
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 454: The Co-operative Food: Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 455: The Co-operative Food: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Dia

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • 2013 in review
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Sells French operations
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Aquires El Arbol
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 456: Dia: Group financial performance, 2011-2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 457: Dia: Group outlet data, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Edeka Group

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Operations in 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Netto goes fresh
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Acquisition of Kasier’s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Online remains underdeveloped
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 458: Edeka Group: Group financial performance, 2009-2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 459: Edeka Group: Outlet data, 2009-2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Store format
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 460: Food outlet data and range by format, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Edeka/Marktkauf
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Netto Marken-Discount
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Iceland Foods

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Riding the discounter wave
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Online: Gaining coverage
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Remains more popular as a top-up shop destination
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 461: Iceland Foods Ltd: Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 462: Iceland Foods Ltd: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Intermarché/ITM Entreprises (Groupement des Mousquetaires)

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • A tougher French market
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Capital investment
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Investing to drive sales
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 463: Groupement des Mousquetaires (Intermarché/ITM Entreprises): Group financial performance, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 464: Groupement des Mousquetaires (Intermarché/ITM Entreprises): Outlet data, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Store formats
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 465: Groupement des Mousquetaires: Food outlet data and range by format type, 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • J. Sainsbury

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Write downs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Promotions
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Launch of Netto
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Change of CEO
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Where next?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 466: J. Sainsbury: Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 467: J. Sainsbury: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Figure 468: Sainsbury’s: Estimated Sales Mix, 2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Jerónimo Martins

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Is Polish migration to discounters slowing?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Pingo Doce consolidating its strong second place in Portugal
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Non-grocery a possible longer-term opportunity at Pingo Doce
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 469: Jerónimo Martins: Group financial performance, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 470: Jerónimo Martins: Outlet data, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Pingo Doce
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Biedronka
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Leclerc

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Price focus key to success
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Driven to succeed
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Collection remains the preferred online delivery method
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 471: E.Leclerc: Group sales performance, excl. VAT, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 472: E. Leclerc: Estimated international sales by country, excl. VAT, 2011-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 473: E. Leclerc: Group outlet data, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Lidl/Kaufland (Schwarz Group)

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Where next
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 474: Schwarz Group: Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 475: Schwarz Group: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 476: Schwarz Group: Outlet data, 2009/10-2013/14 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 477: Schwarz Group: Outlet data, 2009/10-2013/14 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 478: Schwarz Group: Outlet data, 2009/10-2013/14 (continued)
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Marks & Spencer (UK food)

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Product differentiation
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • ‘Shop for today’ M&S Simply Food store expansion
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Developing the in-store experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Limited click-and-collect service
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 479: Marks & Spencer (UK food): Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 480: Marks & Spencer (UK food): Food outlets by format, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Figure 481: Marks & Spencer (UK food): Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Mercadona

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • A more difficult year
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Continued investment in stores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Rethinking fresh
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 482: Mercadona: Financial performance, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Figure 483: Mercadona: Outlet data, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Ocado

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Morrisons partnership gets off to a good start
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Potential for similar tie-ups?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • New Sizzle “destination site” joins Fetch
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 484: Ocado Ltd: Group financial performance, 2008/9-2012/13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Real (Metro Group)

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Stripped back, but still struggling
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • An improving trend?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Implications of the purchasing agreement with Auchan
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 485: Real: Group financial performance, 2009-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 486: Real: Outlet data, 2009-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Rewe

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Penny conversions reaping rewards
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Pushing into convenience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Online push is overdue in Germany
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • International markets prove patchy
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 487: Rewe: Group sales performance, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 488: Rewe: Group sales performance – Breakdown by country, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 489: Rewe: Outlet data, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Rewe
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Penny
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Spar Europe

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Enhanced own-label offering targeting meal-times
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Pushing its convenient shopping destination credentials
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Limited online grocery shopping option
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Positioning itself as a healthy food retailer
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Improving the in-store checkout experience for its customers
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Tailored formats offering additional sales growth opportunities
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Expanded everyday general merchandise range
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 490: SPAR International: Retail sales by country, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 491: SPAR International: Outlets, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 492: SPAR International: Retail sales area, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 493: SPAR International: Sales per sq m, by country, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Tesco Plc

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Profits overstatement
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Unintended consequences
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • UK stores all important
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Where next?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Longer term
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Recent trading
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Profits overstatement
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 494: Tesco Plc: Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 495: Tesco Plc: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Figure 496: Tesco: Sales breakdown, 2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Waitrose Ltd

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Creating additional reasons to visit its stores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Establishing itself in the potentially lucrative commuter market
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Online grocery delivery enhancements
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Specialist online product offering boosting sales
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • myWaitrose driving incremental sales
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 497: Waitrose Ltd: Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Figure 498: Waitrose Ltd: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Wm Morrison Group

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • What we think
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • What went wrong?
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • But decline of superstores
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Match and More
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Cutting SKUs
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Going forward
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Company background
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Company performance
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 499: Wm Morrison Group: Group financial performance, 2009/10-2014/15
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Figure 500: Wm Morrison Group: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Retail offering
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Appendix – Economic and Demographic Data

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Inflation
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 501: Annual consumer prices inflation in food and non-alcoholic beverages, 2010-14
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 502: Europe: Annual consumer prices inflation, all items, 2010-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Online
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 503: Europe: Percentage of households with a broadband internet connection, by country, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 504: Europe: Percentage of all individuals accessing the internet daily, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Consumer confidence
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 505: Europe: Consumer confidence levels, November 2013-October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Population
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 506: Europe: Population, total and by age group, 2010
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 507: Europe: Forecast population, total and by age group, 2015
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 508: Europe: Forecast population, total and by age group, 2020
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Gross domestic product
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 509: Europe: Gross domestic product, at current prices, 2012 and 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 510: Europe: Real-terms year-on-year GDP growth, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Consumer spending
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 511: Europe: Consumer spending, at current prices, 2012 and 2013
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 512: Europe: Real-terms year-on-year growth in consumer spending, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Interest rates
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 513: Europe: Central bank interest rates, 2009-13
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Appendix – The Consumer – European Comparison

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 514: Those in household responsible for grocery shopping, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Appendix – The Consumer – France

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 515: Retailers used for main and top-up grocery shopping, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 516: Attitudes towards discount supermarkets in France, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 517: Attitudes towards discount supermarkets in France, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 518: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 519: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Responsibility for grocery shopping
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 520: Those in household responsible for grocery shopping, by demographics, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Where people shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 521: Most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 522: Next most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 523: Other retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Attitude statements
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 524: Agreement with the statement ‘The quality of fresh meat at discount supermarkets has improved in the last 2 years’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 525: Agreement with the statement ‘The quality of fresh fruit and vegetables at discount supermarkets has improved in the last 2 years’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 526: Agreement with the statement ‘The quality of fresh bakery products at discount supermarkets has improved in the last 2 years’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 527: Agreement with the statement ‘The choice of brands available at discount supermarkets has improved in the last 2 years’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 528: Agreement with the statement ‘I can’t buy all the groceries I need at discount supermarkets’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 529: Agreement with the statement ‘I’d like to see a bigger choice of non-grocery items at discount supermarkets’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 530: Agreement with the statement ‘The choice of items available within certain ranges at discount supermarkets is too limited’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 531: Agreement with the statement ‘I would shop less at discount supermarkets if I had more money^’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 532: Agreement with the statement ‘I sometimes buy non-grocery items I didn’t plan to buy when shopping at discount supermarkets’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 533: Agreement with the statement ‘I sometimes visit discount supermarkets specifically to buy non-grocery items I’ve seen advertised in advance’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 534: Agreement with the statement ‘I do more of my grocery shopping at discount supermarkets than I did two years ago’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 535: Agreement with the statement ‘I’m less tempted to buy additional grocery items that I don’t really need at discount supermarkets’, supermarkets in France, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 536: Most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 537: Next most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 538: Other reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, France, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Appendix – The Consumer – Germany

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 539: Retailers used for main and top-up grocery shopping, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 540: Attitudes towards discount supermarkets in Germany, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 541: Attitudes towards discount supermarkets in Germany, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 542: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 543: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Responsibility for grocery shopping
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 544: Those in household responsible for grocery shopping, by demographics, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Where people shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 545: Most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 546: Next most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 547: Other retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Attitude statements
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 548: Agreement with the statement ‘The quality of fresh meat at discount supermarkets has improved in the last 2 years’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 549: Agreement with the statement ‘The quality of fresh fruit and vegetables at discount supermarkets has improved in the last 2 years’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 550: Agreement with the statement ‘The quality of fresh bakery products at discount supermarkets has improved in the last 2 years’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 551: Agreement with the statement ‘The choice of brands available at discount supermarkets has improved in the last 2 years’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 552: Agreement with the statement ‘I can’t buy all the groceries I need at discount supermarkets’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 553: Agreement with the statement ‘I’d like to see a bigger choice of non-grocery items at discount supermarkets’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 554: Agreement with the statement ‘The choice of items available within certain ranges at discount supermarkets is too limited’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 555: Agreement with the statement ‘I would shop less at discount supermarkets if I had more money^’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 556: Agreement with the statement ‘I sometimes buy non-grocery items I didn’t plan to buy when shopping at discount supermarkets’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 557: Agreement with the statement ‘I sometimes visit discount supermarkets specifically to buy non-grocery items I’ve seen advertised in advance’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 558: Agreement with the statement ‘I do more of my grocery shopping at discount supermarkets than I did two years ago’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 559: Agreement with the statement ‘I’m less tempted to buy additional grocery items that I don’t really need at discount supermarkets’, supermarkets in Germany, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 560: Most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 561: Next most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 562: Other reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Germany, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Appendix – The Consumer – Italy

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 563: Retailers used for main and top-up grocery shopping, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 564: Attitudes towards discount supermarkets in Italy, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 565: Attitudes towards discount supermarkets in Italy, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 566: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 567: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Responsibility for grocery shopping
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 568: Those in household responsible for grocery shopping, by demographics, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Where people shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 569: Most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 570: Next most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 571: Other retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Attitude statements
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 572: Agreement with the statement ‘The quality of fresh meat at discount supermarkets has improved in the last 2 years’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 573: Agreement with the statement ‘The quality of fresh fruit and vegetables at discount supermarkets has improved in the last 2 years’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 574: Agreement with the statement ‘The quality of fresh bakery products at discount supermarkets has improved in the last 2 years’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 575: Agreement with the statement ‘The choice of brands available at discount supermarkets has improved in the last 2 years’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 576: Agreement with the statement ‘I can’t buy all the groceries I need at discount supermarkets’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 577: Agreement with the statement ‘I’d like to see a bigger choice of non-grocery items at discount supermarkets’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 578: Agreement with the statement ‘The choice of items available within certain ranges at discount supermarkets is too limited’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 579: Agreement with the statement ‘I would shop less at discount supermarkets if I had more money^’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 580: Agreement with the statement ‘I sometimes buy non-grocery items I didn’t plan to buy when shopping at discount supermarkets’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 581: Agreement with the statement ‘I sometimes visit discount supermarkets specifically to buy non-grocery items I’ve seen advertised in advance’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 582: Agreement with the statement ‘I do more of my grocery shopping at discount supermarkets than I did two years ago’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 583: Agreement with the statement ‘I’m less tempted to buy additional grocery items that I don’t really need at discount supermarkets’, supermarkets in Italy, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 584: Most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 585: Next most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 586: Other reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Italy, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Appendix – The Consumer – Spain

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 587: Retailers used for main and top-up grocery shopping, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 588: Attitudes towards discount supermarkets in Spain, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 589: Attitudes towards discount supermarkets in Spain, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 590: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by most popular retailers used for main and top-up grocery shopping – Any grocery shop, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 591: Reasons for not shopping/not shopping enough for groceries at discount supermarkets, by next most popular retailers used for main and top-up grocery shopping – Any grocery shop, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Responsibility for grocery shopping
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 592: Those in household responsible for grocery shopping, by demographics, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Where people shop
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 593: Most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 594: Next most popular retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 595: Other retailers used for main and top-up grocery shopping – Any grocery shop, by demographics, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Attitude statements
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 596: Agreement with the statement ‘The quality of fresh meat at discount supermarkets has improved in the last 2 years’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 597: Agreement with the statement ‘The quality of fresh fruit and vegetables at discount supermarkets has improved in the last 2 years’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 598: Agreement with the statement ‘The quality of fresh bakery products at discount supermarkets has improved in the last 2 years’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 599: Agreement with the statement ‘The choice of brands available at discount supermarkets has improved in the last 2 years’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 600: Agreement with the statement ‘I can’t buy all the groceries I need at discount supermarkets’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 601: Agreement with the statement ‘I’d like to see a bigger choice of non-grocery items at discount supermarkets’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 602: Agreement with the statement ‘The choice of items available within certain ranges at discount supermarkets is too limited’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 603: Agreement with the statement ‘I would shop less at discount supermarkets if I had more money^’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 604: Agreement with the statement ‘I sometimes buy non-grocery items I didn’t plan to buy when shopping at discount supermarkets’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 605: Agreement with the statement ‘I sometimes visit discount supermarkets specifically to buy non-grocery items I’ve seen advertised in advance, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 606: Agreement with the statement ‘I do more of my grocery shopping at discount supermarkets than I did two years ago’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 607: Agreement with the statement ‘I’m less tempted to buy additional grocery items that I don’t really need at discount supermarkets’, supermarkets in Spain, by demographics, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 608: Most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 609: Next most popular reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Spain, October 2014
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • Figure 610: Other reasons for not shopping/not shopping enough for groceries at discount supermarkets, by demographics, Spain, October 2014

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Companies Covered

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  To learn more about the companies covered in this report please contact us.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Supermarkets: More Than Just Food Retailing - Europe - November 2014

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  US $3,878.43 (Excl.Tax)