Grocery / Drug / Mass

Comparison Shopping

Retail Merchandise Categories - 90 Day Outlook

(Nov 11 compared to Oct 11, Nov 10 and Nov 09)


Category Month
over
Month
Nov 11 vs. Oct 11		 Year over
Year
Nov 11
vs.
Nov 10		 2 Year
Nov 11
vs.
Nov 09		 Category Month
over
Month
Nov 11 vs. Nov 11		 Year over
Year
Nov 11
vs.
Nov 10		 2 Year
Nov 11
vs.
Nov 09
Children's UP UP UP Toys and Games UP UP UP
Women's Dress UP UP UP CDs/DVDs/Videos/
Books		 UP UP UP
Women's Casual UP UP UP Electronics UP UP UP
Men's Dress UP UP UP Groceries UP UP UP
Men's Casual UP UP UP Home Improvement UP UP UP
Shoes UP UP UP Lawn & Garden UP UP UP
HBC UP UP UP Home Furniture UP UP UP
Dining Out UP UP UP Decorative Home Furnishing UP UP UP
Sporting Goods UP UP UP Linens/Bedding/
Draperies		 UP UP UP
Source: BIGinsight®, Consumer Intentions & Actions® Survey, Nov-11


Fuel prices are impacting plans for Grocery behaviors, with increases to near 2-year highs for both comparative shopping with circulars and use of coupons.

As a result of fluctuating gas prices, are you doing any of the following? (Check all that apply)

Total U.S.

Source: BIGresearch CIA Trends Database ©2011, Prosper®, All Rights Reserved May 2011 n=8344


And to prove the recession isn't over in grocery, plans for spending less in the next 90 days remains high

Over the next 90 days, do you plan on spending more, the same or less on the following items than you would normally spend at this time of the year? Groceries

Total U.S.

Source: BIGresearch CIA Trends Database ©2011, Prosper®, All Rights Reserved May 2011 n=8344


82% of shoppers say they visit Supermarkets almost every time or fairly often; Supercenters rank second at 47%.

Frequency of shopping for grocery-type items by channel

Over 50% of U.S. consumers shop at a grocery store most often for their groceries.
Source: FMI 2011


Following 5 consecutive years of losses, Supermarkets have stabilized and increased their preference as the Primary channel/store preference - key since this is where almost 77% of their spending takes place.

Primary Store Channels, 2005-2011

In Sept. 09, 13% of consumers did not have a particular store preference of where they shop most often for groceries. For those consumers who did have a preference, 18% shop at Walmart and 17% shop at a a variety of other stores.
Source: FMI 2011


Reflecting the lasting impact from the Recession, Price remains the primary factor for determining a shopper's primary food retailer.

The most important factor in selecting a primary food retailer

Source: FMI 2011


And more consumers will be cooking at home, again an impact of the Recession and continued opportunity for the GDM vertical.

Source: FMI 2011


Methodology

The Consumer Intentions and Actions Survey (CIA) is conducted among 8,000 online panelists per month. This study tracks consumer behavior, shopping trends and purchase intent.

Survey responses are weighted and based on Census information and respondent answers are predictive at a 99% confidence level (with only a + 1% error rate)

Valassis uses a base of 100 as a statistically sound base size.

DISCLAIMER OF WARRANTIES: BIGresearch makes no warranties, either expressed or implied, concerning: data gathered or obtained by BIGresearch from any source; the present or future methodology employed in producing BIGresearch statistics; or the BIGresearch data and estimates represent only the opinion of BIGresearch and reliance thereon and use thereof shall be at the user's own risk.

Please note: if more information / insights are needed, please contact a Valassis sales representative

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