Food and non-food, All outlets up, drug home, and out-of

Copyright © 2020 The Nielsen Company (US), LLC. Confidential and proprietary. Do not distribute.

DEFINING PANTRY PREPARATION

Consumer behavior shifts: Pantry stockpiling of shelf-stable foods and a broader assortment of health and safety products; spike in store visits; growing basket sizes

Covid-19 event markers: Growing number of states issuing “shelter in place” or similar orders

CONSUMER TRENDS

U.S. shoppers are stocking up their pantries to prepare for quarantines, work from home, and out-of-stocks during the COVID-19 pandemic.

BRICK & MORTAR UP

E-COMMERCE UP

Consumers quickly shifted from more trips to bigger baskets. Club is capturing 20% of all spending increases.

CATEGORY IMPACTS

20% NEW BUYERS: MORE SENIORS AND LOWER INCOME

16% MORE TRIPS

8% LOWER BASKET VALUES

OUTPACING AVERAGE GROWTH

GROWTH DRIVERS

UP NEXT WEEK:

BRANDS VS. PRIVATE LABEL

CENTER STOREFood and non-food, on- and offline

E-COMMERCE New users, more trips, smaller baskets

PRODUCTS Brands outpace Private Label growth.

29% 119 INDEX OVER AVERAGE WEEKLY SALES

STORESAll outlets up, drug down, club up

Source: Nielsen E-commerce measurement powered by Rakuten Intelligence WE 3/7/20

HOUSEHOLD CARE11% | 3%

55%

BATH TISSUE, CLEANING WIPES, DISINFECTANTS

HEALTH & BEAUTY7% | 2%

2%

HAND SANITIZER, COLD & FLU, IMMUNITY SUPPORT

BABY CARE15% | 3%

16%

WIPES, FORMULA, DIAPERS

GROCERY6% | 3%

29%

PASTA/RICE, S-S MILK, CANNED MEAT/SOUP

xAOC CURRENT | LAST YEARE-COMMERCE

% CHG LAST 4WKS

After flat to moderate growth, branded products outpace private label.4 wk chg %

9X BRAND NAMESCompared to same period 2019

Compared to same period 2019

4X PRIVATE LABEL

+4%TOTAL OUTLETSTrips and Spend

DRUGTrips and Spend

WAREHOUSE CLUB

Trips and Spend

+6%

-2%

+7%

+10%

+9%

COVID-19

How Americans Are Stocking Up for COVID-19Data through time period week ending 3/7

WEEKLY PACING, PACK SIZE PREFERENCE, ONLINE BRAND/ PRIVATE LABEL