Jarden / AFGC FMCG Outlook - #13

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* 1. What type of grocery supplier are you?

Grocery - Ambient Food

Grocery - Ambient Other (i.e. health, pet, cleaning)

Grocery - Chiller / Frozen

Grocery - Multiple categories (i.e. 2 or more of above)

Fresh - Product, meat, bakery

General Merchandise

Other / Consultant / Retailer

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* 2. What is the biggest change you have seen in shopper behaviour in the past quarter?

More share of basket on promotion

Shopping across more stores

Shopping more at discounters

Trading down to private label

Eating more at home

Less items per basket

All of the above

No change

Other (please specify)

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* 3. How are you seeing private label performance in your category?

Outperforming

Retailers prioritizing it to lift margin

No change

Losing share

Unsure

It is driving category deflation (trading down)

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* 4. What level of inflation (y/y%) are you seeing in your product cost (all in)?

No change

Down >5%

Down 0-5%

0-5%

5-10%

10-20%

20%+

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* 5. Did you take price increases in the past 12 months?

Yes

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* 6. If you took price, what level did you take (total)?

Cut price >5%

Cut price 0-5%

No increase

Up 0-4%

Up 5-9%

Up >10%

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* 7. Are you looking to reduce promotional depth / frequency in the next 6mths?

Yes

No change

Retailers wont allow it

Unsure

No - we will be increasing promotional depth / frequency

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* 8. Who is hardest to get price increases through with?

Aldi

Coles

Metcash (IGA)

Woolworths

All accepting price increases

All difficult

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* 9. Are retailers also pushing for improved terms in negotiations?

Yes

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* 10. Are retailers creeping on price?

Yes - all

Yes - some

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* 11. Are you planning price increases in the next 6mths?

Yes - planning an increase

Yes - planning multiple increases

No - dont need to take price

No - cannot get price increases through retailers

No - planning price cuts

Unsure

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* 12. If you are planning more price changes in the next 6mths, what level do you plan on taking (on average)?

Cutting prices >5%

Cutting price 0-5%

No change

+0-4%

+5-9%

+10-14%

+>15%

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* 13. Looking forward what do you expect the market to grow over the next 12months (y/y%)?

Down >3%

Down 0-3%

~Flat

Up 0-3%

Up 4-7%

Up >8%

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* 14. What is your biggest challenge for the next 12months?

COGS

Ability to get price increases through

Labour / Wage pressures

Terms with retailers

Supply chain

All of the above

Other

Return of the value shopper

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* 15. Which retailer do you believe won Christmas (y/y sales growth)? Rank: 1 = best

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* 16. Please rank expected retailer performance (y/y sales growth) for the next 6months (1 being highest growth y/y)

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* 17. Are you seeing any evidence of performance / execution changing at Woolworths?

Yes - early green shoots but will take time

Yes - momentum is back

No - the issues will take months to fix

No - the issues will take >1yr to fix

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* 18. Do you expect price intensity to lift across the market over the next 6 months?

Yes - Expect deeper discounting

Yes - Expect retailers to lift EDLP to win share back from specialists

No - Expect market to remain rational and no change

No - Expect promotional intensity to ease, leading to improved margins

Unsure

Other (please specify)