 | UK Online Grocery Market By Quarter 2010-2013Release date: August 1st, 2013 (63 pages) PDF/Powerpoint format. Price: GBP1,500.00 |
Abstract
The UK online grocery sector is highly innovative and disruptive - and it provides a template to the rest of the world.
Online is - hard discount and convenience apart - also the only meaningful growth driver in UK grocery at the moment.
While the sector is dominated by Tesco, Asda and Sainsbury’s, start ups such as Ocado, which have made a huge bet on the future, are finally beginning to mature. With the recent pivot to turning tech provider and sharing its Intellectual Property with Morrisons, the sector is seeing a new entrant with a new business model (as the only multi channel grocer using a centralised hub and spoke system rather than utilising its store estate footprint) further driving competition for shoppers and their loyalty.
Moreover 2013 has seen a number of interesting entrants into the sector, such as Iceland, new start up models from outside the retail sector and of course Amazon. Providing the most professional platform the pureplay and its marketplace will become the choice of route to market for most FMCG companies and has the potential to truly change the nature of the game once again.
“Online grocery UK 2013” features in depth analysis and data on online grocery sales, orders, and customers for each of the UK’s main grocers (Tesco, Asda, Sainsbury’s, Ocado, Waitrose and M&S). It also features exclusive analysis on the Ocado pivot and tie up with Morrisons and our analysis on the rest of the sector and a forecast.
Table of contents
| Executive summary – the state of the sector | p10 |
| Tesco – market leader and market maker | p12 |
| Online grocery, UK sales by quarter in £m from Q1 2010 to Q4 2012, y-o-y growth rates | p13 |
| Online grocery, UK sales, annual historical and forecast of sizes (in £m) 2010-2013, analysis | p14 |
| Online grocery, UK orders by quarter in m from Q1 2010 to Q4 2012, y-o-y growth rates | p15 |
| Online grocery, UK orders, annual historical and forecast of sizes (in m) 2010-2013, analysis | p16 |
| Online grocery, UK active customers by quarter in m from Q1 2010 to Q4 2012, y-o-y growth | p17 |
| Online grocery, UK average basket size and shopping frequency 2010-2013 | p18 |
| Asda – George the non food jewel in the crown, the OG template for Wal-Mart | p19 |
| Online grocery, UK sales by quarter in £m from Q1 2010 to Q4 2012, y-o-y growth rates | p20 |
| Online grocery, UK sales, annual historical and forecast of sizes (in £m) 2010-2013, analysis | p21 |
| Online grocery, UK orders by quarter in m from Q1 2010 to Q4 2012, y-o-y growth rates | p22 |
| Online grocery, UK orders, annual historical and forecast of sizes (in m) 2010-2013, analysis | p23 |
| Online grocery, UK active customers by quarter in m from Q1 2010 to Q4 2012, y-o-y growth | p24 |
| Online grocery, UK average basket size and shopping frequency 2010-2013 | p25 |
| Sainsbury’s – catching up fast | p26 |
| Online grocery, UK sales by quarter in £m from Q1 2010 to Q4 2012, y-o-y growth rates | p27 |
| Online grocery, UK sales, annual historical and forecast of sizes (in £m) 2010-2013, analysis | p28 |
| Online grocery, UK orders by quarter in m from Q1 2010 to Q4 2012, y-o-y growth rates | p29 |
| Online grocery, UK orders, annual historical and forecast of sizes (in m) 2010-2013, analysis | p30 |
| Online grocery, UK active customers by quarter in m from Q1 2010 to Q4 2012, y-o-y growth | p31 |
| Online grocery, UK average basket size and shopping frequency 2010-2013 | p32 |
| Ocado – the pureplay disruptor, moving towards profitability? | p33 |
| Online grocery, UK sales by quarter in £m from Q1 2010 to Q4 2012, y-o-y growth rates | p34 |
| Online grocery, UK sales, annual historical and forecast of sizes (in £m) 2010-2013, analysis | p35 |
| Online grocery, UK orders by quarter in m from Q1 2010 to Q4 2012, y-o-y growth rates | p36 |
| Online grocery, UK orders, annual historical and forecast of sizes (in m) 2010-2013, analysis | p37 |
| Online grocery, UK active customers by quarter in m from Q1 2010 to Q4 2012, y-o-y growth | p38 |
| Online grocery, UK average basket size and shopping frequency 2010-2013 | p39 |
| Waitrose – the growth champion | p40 |
| Online grocery, UK sales by quarter in £m from Q1 2010 to Q4 2012, y-o-y growth rates | p41 |
| Online grocery, UK sales, annual historical and forecast of sizes (in £m) 2010-2013, analysis | p42 |
| Online grocery, UK orders by quarter in m from Q1 2010 to Q4 2012, y-o-y growth rates | p43 |
| Online grocery, UK orders, annual historical and forecast of sizes (in m) 2010-2013, analysis | p44 |
| Online grocery, UK active customers by quarter in m from Q1 2010 to Q4 2012, y-o-y growth | p45 |
| Online grocery, UK average basket size and shopping frequency 2010-2013 | p46 |
| M&S – going beyond party foods, health & beauty and Amazon break up potential | p47 |
| Online grocery, UK sales by quarter in £m from Q1 2010 to Q4 2012, y-o-y growth rates | p48 |
| Online grocery, UK sales, annual historical and forecast of sizes (in £m) 2010-2013, analysis | p49 |
| Online grocery, UK orders by quarter in m from Q1 2010 to Q4 2012, y-o-y growth rates | p50 |
| Online grocery, UK orders, annual historical and forecast of sizes (in m) 2010-2013, analysis | p51 |
| Online grocery, UK active customers by quarter in m from Q1 2010 to Q4 2012, y-o-y growth | p52 |
| Online grocery, UK average basket size and shopping frequency 2010-2013 | p53 |
| Ocado – the pivot to technology provider, the entrance of Morrisons into the sector | p54 |
| What’s in it for Ocado? The positive aspects of the deal | p55 |
| What’s in it for Ocado? The negative aspects of the deal | p56 |
| What’s in it for Morrisons? The positive aspects of the deal | p57 |
| What’s in it for Morrisons? The negative aspects of the deal | p58 |
| Others: the rest of the market | p59 |
| Others: dedicated pureplays, department stores, wine clubs | p60 |
| Others: Organic box schemes, regional aggregators, drugstores, Amazon | p61 |
| Sources | p62 |
