REOPENING SHOPPING BEHAVIOR INDEX

Know More About How Consumers are Navigating Reopening

 

Sales remain elevated despite the rise of restrictions

While sales remain elevated across most channels, Gas & Convenience claimed a spot as one of the top performing channels vs. year ago and hasn't looked in the rearview for several months. Additionally, after a large surge due to Amazon Prime Day in week 25, Online fell back to more stable, yet still increased, sales. They remain almost doubled to 2019 figures.

Sales vs. Year Ago 
SBI Sales Index 9/16/2021
Sales vs. 2 Years Ago 
SBI Sales Index.2 9/16/2021
Sales vs. Year Ago 
SBI Sales Index 9/16/2021
Sales vs. 2 Years Ago 
SBI Sales Index.2 9/16/2021

Consumers are driving up their odometers and their shopping trips

As shoppers start adding mileage to their cars again, channels such as Gas & Convenience and QSR have reaped the benefits with trip growth vs. year ago.  Much like sales, Online trips drew the benefits of Prime Day too, seeing substantial increases in week 25 that then promptly came back down to Earth in week 26.

Trips per Household vs. Year Ago 
SBI Trips 9/16/2021
Trips per Household vs. 2 Years Ago 
SBI Trips.2 9/16/2021
Trips per Household vs. Year Ago 
SBI Trips 9/16/2021
Trips per Household vs. 2 Years Ago 
SBI Trips.2 9/16/2021

Clear Eyes, Big Baskets, Can’t Lose

The trend of consumers filling their baskets to the brim to sustain at-home consumption has continued and picked up even more steam. Essentially all channels are helping drive this trend vs. 2019.  Gas & Convenience and Online have seen success in recent weeks when comparing vs. YAGO. Despite a lull in April and early May due to last year's stock-up and lockdown period, when basket sizes were especially large, spend per trip has surged back and remains elevated months later.

Spend per Trip vs. YA 
SBI Spend 9/16/2021
Spend per Trip vs. 2YA 
SBI Spend.2 9/16/2021
Spend per Trip vs. YA 
SBI Spend 9/16/2021
Spend per Trip vs. 2YA 
SBI Spend.2 9/16/2021

Households holding steady

Online shopping has lost some steam in terms of households vs. 2020 as more conventional channels reclaim share with reopening. Beauty, Club, and Pet channels are all seeing more shoppers vs. 2020 as they prioritize new pets, self-care, and larger trips due to the pandemic.  In comparison to 2019, Online, Home Improvement, and Club are all carrying the torch forward to offset low performance in Bodega, Military, Electronics, and Office. 

Households vs. YA 
SBI HH 9/16/2021
Households vs. 2YA 
SBI HH.2 9/16/2021
Households vs. YA 
SBI HH 9/16/2021
Households vs. 2YA 
SBI HH.2 9/16/2021

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