As we approach the end of H1, and the roll out of the coronavirus vaccine in the U.K. is well under way, we decided to analyze some of the biggest players in the U.K. supermarket business, namely: Tesco (TSCO), Morrisons (MRW), Ocado (OCDO), Asda (owned by Walmart, WMT), and Sainsbury's (SBRY).
There's no doubt that the U.K. grocery market is changing at a rapid pace. The pandemic has accelerated the shift to online, with IGD predicting that by 2022, online is expected to take £1 in every £11 spent on grocery in the U.K. In fact, they estimate that the online U.K. food and groceries market will surge £7 billion (59.2%) between 2019-2022.
Using our powerful digital alternative data, we set out to measure the extent of this e-shopping transformation- and uncover the industry's winners (and losers).