Research
FORUM TRANSCRIPT

Forum Pulse: UK Grocery Retail – Q4 2021 Market Share Movements, Demand Trends & Spend Patterns

  • Private Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Former Director at Wm Morrison Supermarkets plc

Agenda

  • Growth, shopping frequency, pricing and inflationary trends for Q4 2021 vs Q3 and Q2
  • Competitive landscape and market share movements given current consumer shopping habits, highlighting growth of non-food retailers such as B&M (LON: BME) and Amazon’s (NASDAQ: AMZN) emergence in the market
  • Food price and labour inflation impacts in addition to supply chain challenges
  • Q1 2022 outlook, highlighting continued PE interest in the sector

Questions

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