New baseline for UK grocery market as shopper habits stabilise

Despite declining over the last 12 weeks, take-home grocery sales are still 7.3% higher than in 2019. As shopping habits begin to settle, how are shoppers adapting to their new lifestyles?
09 November 2021
Fraser  McKevitt

Head of Retail and Consumer Insight, Worldpanel Division, UK

Get in touch

Take-home grocery sales in the UK fell by 1.9% over the 12 weeks to 31 October 2021, according to the our latest figures. Although in decline compared with the same 12 weeks in 2020, sales are still 7.3% higher than in 2019.

Shopping habits are beginning to settle at a new baseline as we’ve adapted our lifestyles through the pandemic. The general trend towards bigger, less frequent trips to the supermarket seems set to stay. Households visited the supermarket 15.7 times in the past month on average. That’s a slight increase from the 15.3 trips we saw at this time in 2020, but consumers are still making 40 million fewer trips per month than they were in 2019. At this rate of change, it would take three years to get back to our old shopping patterns.

Online sales have also levelled out. For the second month in a row, digital sales accounted for 12.4% of the total grocery market. A fifth of households consistently order groceries online each month, becoming long term converts.

Rising COVID-19 infections this month might not be significantly affecting how we shop, but people are picking up more healthcare products to help manage symptoms of winter colds and flu. As we head into winter consumers are stocking up on products to help them feel better. Sales of cold treatments this month doubled compared with last year, while cough liquids shot up 147%.

Festive spirits return

Shoppers are keen to make the most of calendar milestones this year as they prepare for an extra special festive season. After a tough 18 months, consumers are gearing up for bigger and better celebrations. An unrestricted Halloween drove sales of pumpkins up 26% in the four weeks to 31 October, and with trick or treating back on the cards seasonal confectionery grew by 27%.

With Christmas ads out earlier than ever and Christmas stock on the shelves, we’re keen to make sure we’re prepared this year so we can dive headfirst into festivities. 4.7 million households bought mince pies this month. Customers are also getting ahead on shopping for the big day itself: Frozen poultry sales are 27% higher year on year, with people spending an additional £6.1 million in the latest four weeks. 1.6 million households bought their Christmas pudding this month as well, 400,000 more than last year.

While it hasn’t dampened spirits yet, like-for-like grocery price inflation in the latest four weeks reached 2.1% and shoppers could start to seek out better value. Grocery prices are rising and this month inflation hit its highest rate since August 2020, when retailers were still cutting promotions to maintain stock on the shelves. As prices increase in certain categories, we can expect shoppers to continue to visit several supermarkets and shop around to find the best deals. Already, households visit an average of 3.3 supermarkets per month in order to find the best value for money.

Tesco grow sales

Tesco bucked the wider market decline and was the only retailer to achieve year-on-year growth this period with sales rising by 0.3% over the 12 weeks to 31 October. Almost three quarters of the population made a trip to Tesco in the past three months, helping the retailer to gain market share for the tenth month in a row and boost its proportion of the market by 0.6 percentage points to 27.6%.

While Lidl’s sales remained flat compared with last year, the grocer performed ahead of the market to nudge up share by 0.1 percentage points to 6.2%. Aldi also increased its share of total grocery sales by 0.1 percentage points, and it now holds 7.9% of the market.

GMS november 

Iceland’s market share remained steady at 2.3% this period. Sainsbury’s, Asda and Morrisons’ market shares were 15.2%, 14.3% and 10.0% respectively. Co-op’s market share now stands at 6.3% and Waitrose’s is 5.0%.

Compared with the equivalent period in 2019, all retailers boosted their sales in the latest 12 weeks. Ocado achieved the strongest increase in sales compared with two years ago, growing by 35.7%, while its market share stayed flat at 1.7%.

Get in touch
Related solutions
We monitor FMCG purchases and trends across all retail channels, through the biggest consumer panels globally.
Understand what, how, when, where and why consumers are eating and drinking, to make good marketing decisions.
Get useful insights and trends data from our consumer panels for food and beverages consumption and use outside of home.

Grocery Market Share Data Visualisation

See what is happening to the grocery market in the UK, Ireland and other parts of the world.
View data viz