5 figures to bear in mind on the second lockdown

During the second containment period, sales of FMCG recorded strong weekly growth of around +5% to +6%. However, these performances are not comparable with those of the spring lockdown. This new episode was different in many aspects.
- 50% fewer ruptures than in the first containment. The situation in the points of sale was never really critical at the end of October and beginning of November. At the end of October, the availability rate decreased slightly over the first five days, but very quickly returned to normality.
- Contrary to the first confinement, private labels recorded over the period from 26 October to 29 November 2020 a growth of "only" +8% versus +13% for the first sequence at the beginning of the year.
- Supermarkets with predominantly own-brand labels fared much better in the second crisis. Sales of FMCG grew by 8%, twice as fast as in the first crisis.
- Big winner in the health crisis: e-commerce and food. The channel accounted for 8.6% of FMCG sales in November. This is one point less than over the three cumulative periods of the first containment. E-commerce recorded an increase in value of +52% against +74% for the March to May 2020 period. A very fine dynamic that should enable the circuit to reach an annual market share of 7.8%. E-commerce as a whole is 4 to 5 years ahead of schedule. It was 5.7% in 2019.

- The progression of organic products during the second confinement is +12%.

Haut de page