private label latest trends - welcome | plma · 2014-05-26 · private label latest trends paolo...
TRANSCRIPT
PLMA 2014
PRIVATE LABEL LATEST TRENDS
Paolo Politi
May 19, 2014
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AGENDA
• Private Labels Market Share in 44 Countries (Global – 2013) and Market Share Trend (2013 vs. 2012)
• Private Labels Market Share in Europe 2005 – 2013 (18 Countries)
• Categories with highest Market Share and highest Growth
• Focus on Europe “Big 5” Countries: PL Price Positioning
• Latest Private Labels innovation trends
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2013 PRIVATE LABELS VALUE SHARE IN 44 GLOBAL COUNTRIES
45%
41% 41%
34% 33%
30% 29%
28% 27% 26%
25% 25% 24% 24%
22% 22% 22% 21%
18% 17% 17% 17% 16%
15% 14% 14% 14%
11%
8%
6% 6% 6% 6% 5% 5% 5% 5% 3% 3% 2%
1% 1% 1% 0,4%
Weighted Global Average:
16.5% (same as 2012) *
* Based on PPI corrected population (US and China PL value share is flat)
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2013 PL VALUE SHARE TREND
IN 44 GLOBAL COUNTRIES
-4,1
-1,2 -1,1
-0,5 -0,5 -0,5 -0,5 -0,5 -0,3 -0,2 -0,2 -0,1 -0,1
- - - - - - - - - - - - - - 0,1 0,1 0,1 0,2 0,2 0,3 0,3 0,4 0,5
1,1 1,3 1,3 1,3
1,6
2,0 2,2
3,6
PP CHANGE 2013 vs. 2012
decline growth flat
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24,6% 25,4% 25,6%
26,7% 27,7%
28,5% 28,6% 29,5%
30,2%
2005 2006 2007 2008 2009 2010 2011 2012 2013
Austria, Belgium, Czech Republic, Denmark, Finland, France,
Germany, Hungary, Italy, Netherlands, Norway, Poland, Portugal,
Slovakia, Spain, Sweden, Switzerland, United Kingdom
PRIVATE LABELS VALUE SHARE TREND IN EUROPE: 9 YEARS AND 18 COUNTRIES
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15%
20%
25%
30%
35%
40%
45%
50%
2005 2006 2007 2008 2009 2010 2011 2012 2013
Belgium
Portugal
Germany
Spain
UK
Switzerland
PL VALUE SHARE TREND: STRONGEST TIER
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10%
12%
14%
16%
18%
20%
22%
24%
26%
28%
30%
2005 2006 2007 2008 2009 2010 2011 2012 2013
Hungary
Denmark
Sweden
Netherlands
France
Austria
PL VALUE SHARE TREND: MEDIUM TIER
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0%
5%
10%
15%
20%
25%
2005 2006 2007 2008 2009 2010 2011 2012 2013
Italy
Norway
Finland
Czech Rep
Slovakia
Poland
PL VALUE SHARE TREND: LOWEST TIER
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PRIVATE LABEL SHARE AND TREND BY COUNTRY
Strong Growing
Light growing
Flat / decline
20.8% 21.9% 25.0%
17.0%
40.9%
40.9%
32.8%
16.1% 14.1%
45.2% 27.8%
17.4%
26.8%
29.7%
25.0%
34.0%
24.4% 28.5%
22.2%
23.5%
22.0%
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TOP CATEGORIES
Country Category with
highest Value Share Category with
highest VS growth
Austria NATURAL SWEETENER
(90%) MOUSSE (+18 PP)
Belgium PEAUX DE CHAMOIS
(94%) EGGS SURPRISE
(+ 55 PP)
Czech Rep
POPCORN (85%) ANISEED ALCOHOL
(+ 57 PP)
Denmark PAPER
TOWELS/DISPOSABLE WASHCLOTHS (90%)
CANNED FRUIT (+ 9 PP)
Finland PROCESSED FRUITS AND
VEGETABLES (82%) FABRIC PRESERVATIVES
(+ 29 PP)
France LEGUMES JUICE (84%) LEGUMES SALAD
(+ 32 PP)
Germany BEAUTY WIPES (90%) CREAM WAFER
(+ 34 PP)
Greece KITCHEN ROLLS (63%) LIQUEUR (+ 8 PP)
Hungary FURNITURE CARE DRY
WIPES (71%) BABY POWDER (+ 9 PP)
Italy DISPOSABLE CUPS (87%) DISPOSABLE CUPS
(+ 29 PP)
Country Category with
highest Value Share Category with highest
VS growth
NL DV DESSERTS E.M.
(84%) FRUIT JUICES E.M.
(+ 13 PP)
Norway FROZEN BERRIES (89%) OTHER PETFOOD (+ 7 PP)
Poland SMOKED SALMON
(65%) BILLBERRIES &
CRANBERRIES (+ 19 PP)
Portugal FROZEN DESSERTS
(86%) ISOTONICS DRINKS
(+ 22 PP)
Slovakia BLEACH AND
DISINFECTANTS (100%) BLEACH AND
DISINFECTANTS (+ 69 PP)
Spain P.F. STERILE GAUZE
(92%) P.F. ADHESIVE BANDAGE
(+ 38 PP)
Sweden DRY WASHCLOTHS
(100%)
DRIED PEAS/BEANS/LENTILS
(+ 16 PP)
CH EGGS (95%) READY-TO-COOK DISHES
(+ 48 PP)
Turkey READY-TO-EAT
PUDDING (44%) JAM (+ 6 PP)
UK FROZEN ASPARAGUS
(100%) FRESH TARTARE SAUCE
(+ 86 PP)
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FOCUS ON EUROPE “BIG 5”
France, Germany, Italy, Spain, United Kingdom
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FOCUS ON EUROPE “BIG 5”
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FOCUS ON EUROPE “BIG 5”
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FOCUS ON EUROPE “BIG 5”
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€ 1,08
€ 1,00 € 0,99 € 0,93
€ 0,97
€ 0,87
€ 0,69 € 0,69 € 0,68
€ 0,79 € 0,78 € 0,83
€ 0,86 € 0,86 € 0,86
€ 0,77
€ 0,57
€ 0,26
€ 0,46 € 0,40 € 0,41
€ 0,26 € 0,25 € 0,24 € 0,26
€ 0,46
€ 0,26 € 0,26
€ 0,35 € 0,35
IT_1 IT_2 IT_3 FR_1 FR_2 FR_3 ES_1 ES_2 ES_3 DE_1 DE_2 DE_3 UK_1 UK_2 UK_3
FOCUS ON EUROPE “BIG 5” Private Label Price Positioning: real cases from “Online Price Tracking”
Cola 1,5 - 2 lt (price per litre – online prices May 16)
1£ = 1,2278€
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FOCUS ON EUROPE “BIG 5” Private Label Price Positioning: real cases from “Online Price Tracking”
Shampoo 250 - 500 ml (price per litre – online prices May 16)
1£ = 1,2278€
€ 13,96
€ 12,48
€ 13,96
€ 13,52
€ 10,00 € 10,00 € 9,77
€ 10,60
13,95
€ 11,33
€ 12,28
€ 11,33
€ 2,27
€ 4,76 € 4,97
€ 6,33
€ 4,60
€ 2,64
€ 3,80 € 4,25 € 4,10
€ 2,17 € 2,17 € 2,17 € 1,96 € 1,53
€ 1,96
IT_1 IT_2 IT_3 FR_1 FR_2 FR_3 ES_1 ES_2 ES_3 DE_1 DE_2 DE_3 UK_1 UK_2 UK_3
N.A.
N.A. N.A.
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€ 1,58 € 1,45 € 1,48
€ 1,60 € 1,42
€ 1,29
€ 2,00 € 2,00 € 2,20
€ 2,98 € 2,98 € 2,98
€ 0,96 € 0,92 € 0,92 € 0,98 € 0,86
€ 0,76
€ 1,06 € 1,16 € 1,14
€ 1,98 € 1,98
€ 2,38
€ 1,20
€ 1,72
€ 1,35
IT_1 IT_2 IT_3 FR_1 FR_2 FR_3 ES_1 ES_2 ES_3 DE_1 DE_2 DE_3 UK_1 UK_2 UK_3
FOCUS ON EUROPE “BIG 5” Private Label Price Positioning: real cases from “Online Price Tracking”
Spaghetti 500 – 1.000 gr (price per Kilo – online prices May 16)
1£ = 1,2278€
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LATEST PRIVATE LABELS INNOVATION TRENDS
Many of the latest Private Label launches are concentrated in innovative and targeted segments as:
• “Green” / “Ethical” (organic, eco-friendly, biodegradable, fully
natural, recyclable packaging, Fairtrade, Rainforest Alliance, UTZ certification, sustainable fishing, ‘grown by women’ coffee…)
• “Healthy” (free-from, low-on, rich-in, veggie, vital, …)
• “Geo” (Km.0, local, regional, 100% from, ethnic, exotic, …)
• “Kids / “Baby” (… sometimes also loved by adults)
• “Food-to-go”
• “Premium”
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LATEST PRIVATE LABELS INNOVATION TRENDS
Even if these new “niche” Private Label items usually have lower sales per unit, compared with core Private Label, they can bring high value to Retailers, thanks to:
- Higher Margin
- Premium Price Positioning
- Improved Retailer Image
- Loyalty of Targeted Consumer Groups
- Specific Needs not covered by Brands
“It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change”
Charles Darwin
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