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Copyright © 2020 The Nielsen Company (US), LLC. Confidential and proprietary. Do not distribute. Consumer behavior shifts: Overall, pantry loading has slowed across departments in recent weeks. Consumers continue buying food and alcohol products while increasing outdoor seasonal food categories. States that have eased restrictions from shelter-in-place show signs of consistent shopping with no material changes in purchasing habits yet. Online trips and baskets fall fairly flat; growth is coming from continued increase in buyers. Alcohol and Health & Beauty categories are disproportionately driving new buyers online. DEFINING PANTRY WITH LIMITED RE-OPENING OF STATES CONSUMER TRENDS U.S. shoppers continue increased meat purchasing, while beef drives Frozen department growth amid supply constraints. E-COMMERCE CENTER STORE Consumers remain focused on food departments E-COMMERCE Buyer increase driving online growth DEPARTMENTS Alcohol growth fueled by purchase size gains in both on and offline STORES Average basket values decline for the fourth week in a row How Americans Are Shopping During COVID-19 Data through time period week ending 5/16 CATEGORY IMPACTS BRICK AND MORTAR Basket values remain well above 2019, though declining yet again. ACCELERATED GROWTH GROWTH DRIVERS PRE-PACKAGED SALADS, STRAWBERRIES, POTATOES ALCOHOL 33% | 141% BEER, WINE, CIDER MEAT 26% | NA BEEF, BACON, FRANKFURTER xAOC % CHG CHG IN RANKED IMPACT PRODUCE 21% | NA ICE CREAM, FROZEN NOVELTY, BEEF DAIRY 21% | 52% BUTTER, CHEESE, COWS MILK FROZEN 31% | NA B&M | e-Com FOR FURTHER WEEKLY DETAIL, CONTACT YOUR LOCAL NIELSEN REPRESENTATIVE. 1 BABY CARE FLAT ALCOHOL BASKET VALUE Data Source: Nielsen Homescan, weekly average 4-w/e 5/16/20 vs 2019 weekly average Alcohol basket sizes are up nearly 20% in both B&M and online, though basket size for online purchases is much larger. Since the start of COVID, early B&M Baby Care stock-ups level off and consumers readily moved online. BABY CARE -3% BRICK & MORTAR Data Source: Nielsen Homescan PENETRATION FREQUENCY BASKET VALUE +22% +20% week of 4/25/20 week of 5/02/20 week of 5/16/20 TOTAL OUTLETS - % CHANGE VS 2019 AVG +25% -6% N/C week of 5/09/20 -1% +3% $23 $68 1 1 1 ONLINE NEW BUYERS 58% ONLINE GROWTH SINCE START CLICK & COLLECT UP 88% HOME DELIVERY UP 51% FROM COVID START 1 N/C +1% ONLINE 53% COMBINED -0.4% 37% INCREASE IN BUYERS 2% FEWER TRIPS 1% HIGHER BASKET VALUES % OF DOLLARS DISTRIBUTION All Online Buyers New Buyer Index Alcohol 5% 162 Health & Beauty 38% 114 Home & Kitchen 10% 103 Grocery 26% 95 Baby Products 4% 66 Pet Supplies 17% 61 +1% -4% +17% B&M ONLINE Nielsen E-Com Panel W/E 5/16/20 versus YAG week
