COVID-19 latest news from around the world

13 September 2021
Although absence rates relating to COVID-19 are thought to be falling, broader operational labour and HGV driver shortages are continuing to create challenges for supply chains. This is resulting in lower order fulfilment levels than normal, meaning there is an impact on availability of some food and groceries. In the latest shopper research conducted for IGD over this last weekend 10-12 Septe...
06 September 2021
Although absence rates relating to COVID-19 are thought to be falling, broader operational labour and HGV driver shortages are continuing to create challenges for supply chains. This is resulting in lower order fulfilment levels than normal, meaning there is an impact on availability of some food and groceries. In the latest shopper research conducted for IGD over this last weekend 03-05 Septe...
02 September 2021
Although organic net sales fell 4% in the fourth quarter, the Campbell Soup Co was cycling elevated demand and partial retailer inventory recovery in the prior year. However, a more recent surge in cost inflation led to 420 basis points decrease in gross margin. We look at what this means for the business. Emerging stronger from the pandemic The sales performance for the quarter contributed...
31 August 2021
Despite facing tough comparables from last year, several major US grocery retailers are delivering growth on growth. We look at some of the latest results, the factors underpinning retailer performance and consider what could stall the strong growth many are experiencing. Multi-category retailers benefit from recovery spending Although most retailers are experiencing slowing growth rates, ret...
31 August 2021
Although absence rates relating to COVID-19 are thought to be falling, broader operational labour and HGV driver shortages are continuing to create challenges for supply chains. This is resulting in lower order fulfilment levels than normal, meaning there is an impact on availability of some food and groceries. In the latest shopper research conducted for IGD over this last weekend 27-29 Augus...
23 August 2021
In recent weeks there have been operational challenges due to employees being advised to self-isolate. Although absence rates relating to COVID-19 are thought to be falling, broader operational labour and HGV driver shortages are continuing to create challenges for supply chains. This is resulting in lower order fulfilment levels than normal, meaning there is some impact on availability of ...
17 August 2021
In recent weeks there have been operational challenges due to employees being advised to self-isolate. However, there are sufficient food supplies within the system and the impact on availability has been limited to date. In the latest shopper research conducted for IGD over this last weekend 13-15 August 2021. A similar number of adults interviewed over the weekend (54%) experienced sho...
11 August 2021
With pet ownership hitting a record high in the US, Target has launched a new private label pet food range, Kindfull. Quality and value The Kindfull range of dog and cat food has been developed over the last year. The retailer set out to bring to market a proposition at the intersection of quality and value. The range has been created with no artificial colours or preservatives, and no whea...
09 August 2021
In recent weeks there have been operational challenges due to increased number of employees being advised to self-isolate. However, there are sufficient food supplies within the system and the impact on availability has been limited to date. In the latest shopper research conducted for IGD over this last weekend 06-08 August 2021. More adults (56% vs 48% last weekend) claim to have experien...
02 August 2021
We review Albertsons’ first quarter performance and the three major changes it is leaning into as it plans for a post-pandemic trading environment. Q2 key numbers Sales and other revenue declined 6.5% to $21.3bn Identical store sales fell 10.0%, but were up 16.5% on a two-year stacked basis Digital sales were virtually flat, but increased 276% on a two-year stacked basis The ret...
02 August 2021
In recent weeks there have been operational challenges due to increased number of employees being advised to self-isolate. However, there are sufficient food supplies within the system and the impact on availability has been limited to date. In the latest shopper research conducted for IGD over this last weekend 30 July-01 August 2021 Half (48%) of adults claim to have experienced shortages...
27 July 2021
Rising COVID-19 cases and self-isolation The Delta variant of COVID-19 has spread rapidly in recent weeks. Businesses have been raising concerns about the increased number of employees being advised to self-isolate for up to 10 days, following notification from the Test and Trace App that they had been in close contact with someone reporting a positive COVID-19 test result. This has created...
27 July 2021
In the second issue of its quarterly ‘Viewpoint’ report , the economics team at IGD focus on the challenges emerging for the food and consumer goods industry as the economy continues to recover. The latest research has highlighted three key themes: 1. Significant risks to the recovery remain Businesses need to remain alert and agile as a number of factors could mean bumps in the road to...
14 July 2021
Following a strong second quarter, PepsiCo has increased its guidance for full year sales growth. We look at how the recovery is shaping up globally and how it expects consumer behaviour to evolve post-pandemic. Convenience and foodservice improving PepsiCo’s organic net revenue increased 12.8% in the quarter, with the business seeing a strong performance across all divisions and regions. H...
13 July 2021
Our industry has seen many significant changes as it has experienced the different phases of the pandemic over the last 18 months. While the crisis continues to be active in many regions, and the risk of variants remains high, many countries are moving into the restart and recovery phase. Against this backdrop, we lay some markers in the sand about what will be the pandemic’s legacies. Asynchr...
06 July 2021
North America’s grocery retailers* added over $100bn in sales last year as the pandemic caused a surge in demand and a shift from out-of-home to at-home dining. We compare this to previous years and identify some of the key winners in 2020. More growth than the previous three years combined Combined sales of over 40 of the region’s largest retailers increased by $103.6bn last year. This i...
05 July 2021
With sales increasing 11% in the second quarter as the company benefitted from a sustained shift to at-home consumption and the recovery of demand from away-from-home customers, McCormick has increased its outlook for the full year. We look at how it plans to capitalise on some of the sector’s key trends to drive growth. Four key trends A decline in consumer segment sales of 2% was a strong...
30 June 2021
Metcash has released its annual results for the year ending 30 April 2021 with sales up 10.1% to AU$16,361.1m and EBIT up 19.9% to AU$401.4m. With sales significantly benefitting from changing shopping habits driven by the pandemic, as well as the retailer's progress against its strategy, we pull out our key learnings from the results and what to expect next. Food sales up 3.1% to AU$9,389.7m ...
02 June 2021
Walmart’s Sam’s Club operation is bringing back its sampling and demo programme, Taste & Tips. This was paused last year for health and safety reasons in response to the COVID-19 pandemic. Key element of the club model The programme will initially return in a limited way, available at weekends only and in limited quantities. New safety measures will be in place, such as sealed samples. Samp...
28 May 2021
One of the major impacts of the COVID-19 pandemic has been the shift of economic activity from major urban, or city centres, into more suburban areas. Over the last year this has been driven by a range of factors including lockdown restrictions, company work from home policies and limited social, sporting and events opportunities. With the crisis easing in many geographies in line with the vac...