REOPENING SHOPPING BEHAVIOR INDEX

Know More About How Consumers are Navigating Reopening

 

Sales remain elevated across every channel as opening continues

While sales remain elevated across channels, Gas & Convenience sales continue to rise while Online, Electronics and Club maintain momentum. 

Sales vs. Year Ago 
SBI Sales Index 6/10/2021
Sales vs. 2 Years Ago 
SBI Sales Index.2 6/10/2021
Sales vs. Year Ago 
SBI Sales Index 6/10/2021
Sales vs. 2 Years Ago 
SBI Sales Index.2 6/10/2021

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.  Online, however, has fallen to below year ago levels.  Even given this, Online shopping trips remain elevated vs. 2 years ago alongside Home Improvement and Club.

Trips per Household vs. Year Ago 
SBI Trips Index 6/10/2021
Trips per Household vs. 2 Years Ago 
SBI Trips Index.2 6/10/2021
Trips per Household vs. Year Ago 
SBI Trips Index 6/10/2021
Trips per Household vs. 2 Years Ago 
SBI Trips Index.2 6/10/2021

Clear Eyes, Big Baskets, Can’t Lose

Consumers continue to fill their baskets to sustain at-home consumption, with bigger baskets and higher spend per trip vs. 2 years ago, a dynamic that has continued even as consumers return to pre-pandemic behaviors.  This is especially driven by increased spend  in Dollar, Military, and Liquor channels. Despite relative underperformance vs. YAGO in past weeks due to last year's stock-up and lockdown period, when basket sizes were especially large, spend per trip has climbed back to flat vs. year ago.

Spend per Trip vs. YA 
SBI Spend Index 6/10/2021
Spend per Trip vs. 2YA 
SBI Spend Index.2 6/10/2021
Spend per Trip vs. YA 
SBI Spend Index 6/10/2021
Spend per Trip vs. 2YA 
SBI Spend Index.2 6/10/2021

Households holding steady

Non-essential channels are seeing an elevated quantity of households shopping vs. year ago.  Home Improvement, Liquor and Club channels are all seeing more households shopping in 2021 vs. both 2019 and 2020 as shoppers have prioritized their living space and larger trips due to the pandemic.  Offsetting this high, households shopping online has continued to fall in recent weeks but remain elevated vs. past two years.

Households vs. YA 
SBI HH Index 6/10/2021
Households vs. 2YA 
SBI HH Index.2 6/10/2021
Households vs. YA 
SBI HH Index 6/10/2021
Households vs. 2YA 
SBI HH Index.2 6/10/2021

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NUM-WR-2020 Coronavirus Updates