潜水简介:
- Inflation is prompting a surge in demand for private label offerings across a wide range of different foods,根据购物者情报公司Catalina的报告。
- Private brand categories showing the biggest gains for the year to date through July 17 include baking mixes (up 40%), soup (17%), prepared foods (12%), dried vegetables (11%), canned fish (10%) and cereal (6%).
- After losing ground to big-name brands during the pandemic, store offerings have gained momentum as consumers look for cheaper substitutes to save money.
潜水见解：
As consumers face higher expenses for everything from gasoline and housing to travel and food, they are looking for any way to save a few dollars. Private label items in the grocery store have been among the biggest beneficiaries. It’s a welcomed rebound for a category that struggled during much of the pandemic as consumers turned to familiar branded offerings.
在过去的一年中，家庭食品的价格上涨了12.2％，largest 12-month jump since April 1979，根据劳工统计局的六月数据消费者价格指数。BLS跟踪的所有主要食品类别的价格increased significantly during the past year, led by cereals and bakery products, up 13.8%; dairy and related products climbing 13.5%; and meats, poultry, fish and eggs, rising 11.7%.
Catalina noted the increase in unit sales for private-label canned fish and soup, indicating consumers are looking for affordable lunch and dinner solutions. Private label cereals have thrived with brand-name cereal prices rising between 10% and 11% in 2022, it said, citingUSDA数据。购物者情报公司表示，尽管大流行式烘烤的趋势趋势却有所下降，但烘焙混合物的跳跃是随着时间star的购物者而转向他们的方便。
卡塔利娜（Catalina）的首席数据兼分析官肖恩·墨菲（Sean Murphy）在一份声明中说：“数据清楚地表明，最近几个月购物者已经变得更加敏感和价值驱动。”
Walmart told analystsin May that consumers are moving from brand names to private label substitutes in deli, lunch meat, bacon and dairy. Steve Oakland, CEO of TreeHouse Foods — the nation’s largest manufacturer of private-label products —大约在同一时间that consumers are looking to the segment "as they manage a higher cost macro environment and seek better value.”
The uptick in demand for private label items could be a boon for companies who manufacture these products, such asTreeHouse和Post Holdings.
TreeHouse, which下个月初报告收益， 是据报道，以13亿美元的价格收到一项交易，以出售其餐饮业务。迄今为止，私人标签消费的增长已被证明对这家长期陷入困境的公司是积极的，它可以为其提供较高的餐饮部门的动力。
在大流行期间蓬勃发展之后，大型CPG正在密切关注对私人标签食品的需求以及其如何影响其业务的需求。
Campbell’s Soup CEO Mark Clouse said in early June汤和零食制造商在浓缩汤及其斯旺森品牌等地区经历了“一些持续分担自有品牌的压力”。
Conagra Brands CEO Sean Connollysaid last week during the company’s earningscall that “private label is gaining some share more broadly in food.” Still, he said the maker of Banquet, Healthy Choice, Marie Callender’s and Birds Eye has not seen a meaningful shift toward private label “in the heavily branded categories in which we compete.”
B&G食品,绿色Gi的所有者ant, Cream of Wheat and Ortega,CFO Bruce Wacha noted in early May随着价格上涨，它预计会迁移到私人标签，“尤其是在我们的一些成本增加的产品上。”
