We defintely ran to fill up our baskets
The holidays. And the parrot effect. Don’t panic, only the housewife is the smartest. Since April, there has been no increase of 12% in the reassurance revenue of grocery stores. The pit became smaller than that of industrialists. It’s a complete miracle that pharmacies still have something to sell: revenue jumped by a good third. Result: 2-3% increase (volume, nana, so far).
In the first half of November (November 1-13), we spent 4.1% more in the online checkout store circle, which does not include the web store, a year earlier. In the period since the 10% fall in April, the world of shopkeepers has not jumped that much.
Online checkout revenues are current price data, so the more subdued price increase and the growth of online stores must be taken into account. The all-month Black Friday series, from which parrots can also learn, along with the caution of the epidemic, will obviously throw a bigger one on the November scales. But a lot of Black Friday pushes even traditional stores up, as the customer likes to pay at the checkout as well (most of their money goes there), it’s an experience at its best and you can move out. and more and more traditional stores are joining the Black Friday series, which, by the way, is really about gaining market share: who doesn’t step in at the same time. does not get a customer for the evening.
The housewife is the smartest
Apparently the housewives were also pondering, not just the government, epidemiologists and shopkeepers. It caused some alarming, or at least ear-scratching, that stores were closed at the brew bubble called to our lab, as we were in April, and if we follow them for two weeks, what will happen. Well, it so happened that the purchase of daily necessities jumped, obviously the 19-hour closing also pushed one into the traffic, for sure, on a sure basis. If I have less time to buy food, I buy more at once. Is.
The big winner in the shop world is the pharmacy, with 35% (34.8%) jumping. This doesn’t require much explanation, masks, antibacterial disinfectants and vitamins run out nicely, and obviously a variety of medications as well. This is already a speculation, as it is approaching the 1.5-fold jump in March.
Among industrial goods, the big loser in November was the trade in cultural and leisure goods, with a 20% minus. This means areas like books, games, sports equipment. Previously, telecommunication technology was highlighted by weekly monitor statistics, with larger drops of 30%, but now it does not indicate this. Obviously, the housewives trust that they won’t close these stores, it’s worth buying the gifts there.
There is a 7.1% loss of revenue from fuels, despite higher traffic due to free parking.
Estimating the value of spending in October and November, including the expected web purchases in the statistics and the increase in store prices, the following picture emerges of the shop world:
CSO, value: HUF billion, change: unadjusted volume index, compared to the same period of the previous year, October, November: estimate based on weekly monitor online cash register data, estimating inflation and web store turnover separately for stores (no web cash register data)
And based on the official balance sheet for the first three quarters, the following picture emerges of the shopkeeper world:
CSO, value: HUF billion, change: unadjusted volume index, compared to the same period of the previous year,
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