Strong performance from Q1 @Morrisons, LFL sales ex fuel +2.7% (despite comparatives of Mar/Apr LY).
Interesting note on "some pressure from commodity and freight inflation", echoing inflation issues raised @CocaCola & @Unilever; suggests shelf-edge price rises in H2. #retail
Looks like B&M is the first non-food retailer to waive business rates relief - this will put pressure on others such as Pets at Home and Halfords to do the same
And another supermarket domino falls- Lidl says that it will hand back £100m of biz rates relief. Follows Aldi, Asda, Tesco, Morrisons, Sainsbury’s, B&M. Takes the amount handed back by essential retail to almost £2 billion
Administration looms for Philip Green's Arcadia - just five years ago it was the fourth largest clothing retailer in the UK, now it is tenth. Here's how it has fared versus the top 3 over the last five years
@Retail_GDUK's monthly UK survey shows over a quarter of the population are unwilling to wear a mask in stores. Maybe #MichaelGove might be slightly overestimating the level of "common sense" available in the UK...? #facemasks#Covid_19#Retail
Delivery of food box just arrived, very quick turnaround and came chilled so thanks @Morrisons! Where do the boxes come from, are they packed in your stores or straight from warehouse? #grocery#retail#foodbox
Interesting table in Jefferies note. Suggests that Tesco and Sainsbury's added slot capacity equivalent to more than the whole of Ocado - in about six weeks
@Retail_GD consumer data shows 3 in 10 Brits plan to continue buying more online after the outbreak is over, across both food and non-food. For retailers with only a physical presence - like many independents - trying to forge some digital connection with customers will be vital.
This afternoon at @waitrose in Holloway, as I bemoaned the absence of pasta, rice & bread, I saw a tall woman unloading cartons of food onto shelves. Twas Sharon White, @jlandpartners' chairman, mucking in with her colleagues. She told me of plans to get food on shelves. Chapeau!
@sainsburys just announced updated policy, including extending early hour (Mon, Wed, Fri) to NHS and social care and consolidating larger supermarket stores opening times to 8am - 8pm
https://t.co/rkBPMLcoJr
Wouldn't be surprised if today is one of the biggest trading days of year for supermarkets. Stores seem rammed and aisles of bays empty, particularly toilet roll and tinned goods.
We haven’t sold eggs from caged hens since 2001 and became the first supermarket to sell only free-range hen eggs, including those used as ingredients, back in 2008.