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Olive Oil Dominique Scott Steven Marx. Category Snapshot TOTAL OLIVE OIL (SHORTENING, OIL) OZ. Total Dollars BehaviorScape Framework LifeStyle BehaviorStage.

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Presentation on theme: "Olive Oil Dominique Scott Steven Marx. Category Snapshot TOTAL OLIVE OIL (SHORTENING, OIL) OZ. Total Dollars BehaviorScape Framework LifeStyle BehaviorStage."— Presentation transcript:

1 Olive Oil Dominique Scott Steven Marx

2 Category Snapshot TOTAL OLIVE OIL (SHORTENING, OIL) OZ. Total Dollars BehaviorScape Framework LifeStyle BehaviorStage Cosmopolitan Centers Affluent Suburban Spreads Comfortable Country Struggling Urban Cores Modest Working Towns Plain Rural Living Total Start-Up Families HHs with Young Children Only < 6 1161309912110684109 Small Scale Families Small HHs with Older Children 6+ 11611896106897598 Younger Bustling Families Large HHs with Children (6+), HOH <40 13111711489808599 Older Bustling Families Large HHs with Children (6+), HOH 40+ 13414010612011283117 Young Transitionals Any size HHs, No Children, < 35 901007786716681 Independent Singles 1 person HHs, No Children, 35-64 7367 72634263 Senior Singles 1 person HHs, No Children, 65+ 92837287686475 Established Couples 2+ person HHs, No Children, 35-54 125123991438580106 Empty Nest Couples 2+ person HHs, No Children, 55-64 15414311411510898120 Senior Couples 2+ person HHs, No Children, 65+ 153151140135118106131 Total 1141221021048879100

3 Private LabelDa VinciStarBertolli Demographic Variables% Total $Index% Total $Index% Total $Index% Total $Index Race of Head of Household White64.6%9384.4%12267.8%9867.1%97 Black12.1%1015.6%4712.9%10711.5%96 Hispanic15.4%1255.7%4611.8%9515.2%123 Asian5.5%1272.5%574.6%1074.0%93 Other2.4%1091.9%862.9%1352.2%102 Number of Persons 1 Person16.0%5925.8%9622.8%8417.2%64 2 Persons35.9%11040.1%12336.1%11139.3%121 3 Persons19.2%11917.0%10516.5%10217.8%110 4 Persons14.8%1128.7%6610.6%8012.7%96 5+ Persons14.2%1288.4%7514.0%12613.0%117 Household Income Under $10,0005.7%725.6%717.4%934.7%59 $10,000 - $19,9999.3%8011.0%958.5%735.9%51 $20,000 - $29,9999.1%8016.6%1468.5%757.2%64 $30,000 - $39,99910.5%1007.0%6610.6%1009.4%90 $40,000 - $49,9998.2%889.3%1008.5%918.6%93 $50,000 - $74,99919.4%10716.8%9319.9%11020.1%111 $75,000 - $99,99913.3%11411.7%9913.3%11315.4%131 $100,000 - $149,99914.8%13012.4%10913.3%11615.2%133 $150,000 or More9.6%1199.8%12110.2%12613.5%167 Company Snapshot

4 GM of Category Leaders Manufacuter DG Elkins Facings DG Garland Facings WmCross Facings WmCamp Facings WMMLK Facings HPSCross FacingsHPSElkFacings HPSGar Facings WGCros Facings WGTown Facings BertolliMean 55.93% 69.67%36.05%66.66%35.79% N 5 6636 CarapelliMean 65.77% 63.74%51.52%70.61% N 2 4111 CriscoMean 36.09% 57.47%34.47%54.98%34.47% N 2 4323 Private LabelMean 66.00% 53.50%57.29% 69.66%69.65%69.66% N 1161 555 TotalMean 66.00% 48.22%57.29%59.34%54.59%58.04%51.03%68.39%71.09% N 112413126192722  Carapelli has highest margin.  Bertolli and private label also show strong margin.

5 NA 52 WEEKS ENDING 12/29/07 ITEM $ (000)DOLLAR SHAREITEM BUYERS (000)ITEM PENETRATION ITEM $ PER ITEM BUYER ITEM TRIPS PER ITEM BUYER ITEM $ PER ITEM TRIP ITEM UNITS PER ITEM TRIP N=RAW BUYERSPURCHASE CYCLE (IN ELAPSED DAYS) % REPEAT BUYERS (% 2+ TIME BUYERS) LOYALTY (SHARE OF $ REQ.) OLIVE OILTOTAL U.S. 722,133.6010043,881.0037.816.528.11.125,812.0084.745.7100 WEST SOUTH CENTRAL 58,942.901004,233.0032.613.91.97.41.12,788.0087.741.6100 BERTOLLI - OLIVE OIL TOTAL U.S. 124,829.2017.38,808.107.614.21.410.41.15,483.001022359.6 WEST SOUTH CENTRAL 15,919.80279337.217.11.511.41.1653102.329.976.9 CAPATRITI - OLIVE OIL TOTAL U.S. 9,741.101.4609.40.5161.510.91.23039423.344.5 WEST SOUTH CENTRAL NA CARAPELLI - OLIVE OIL TOTAL U.S. 38,341.905.33,841.203.3101.47.21.22,271.0086.122.941.1 WEST SOUTH CENTRAL 2,024.103.4226.71.78.91.56.2116479.921.248.4 COLAVITA - OLIVE OIL TOTAL U.S. 10,948.101.5771.30.714.21.311.21.147081.916.542.9 WEST SOUTH CENTRAL NA CRISCO - OLIVE OIL TOTAL U.S. 9,057.901.31,326.101.16.81.25.61.1888100.915.742.7 WEST SOUTH CENTRAL 3,000.205.1454.93.56.61.25.31307104.617.161 DA VINCI - OLIVE OIL TOTAL U.S. 3,472.100.5413.50.48.41.27.31301100.311.245.8 WEST SOUTH CENTRAL NA DELALLO - OLIVE OIL TOTAL U.S. 2,910.600.4298.60.39.81.19 20699.74.442.5 WEST SOUTH CENTRAL NA FILIPPO BERIO - OLIVE OIL TOTAL U.S. 95,816.3013.37,330.006.313.11.49.21.14,106.0094.324.352.4 WEST SOUTH CENTRAL 1,207.202.1159.61.27.61.35.9113791.117.642.3 GOYA - OLIVE OILTOTAL U.S. 6,735.300.9930.80.87.21.45.11.130576.725.142.8 WEST SOUTH CENTRAL NA POMPEIAN - OLIVE OIL TOTAL U.S. 48,891.906.84,388.003.811.11.481.22,585.0090.323.149.2 WEST SOUTH CENTRAL 5,924.1010.1547.64.210.81.47.61.1363102.724.961.7 SPECTRUM NATURALS - OLIVE OIL TOTAL U.S. 4,244.200.6228.40.218.61.4131.115185.529.457.9 WEST SOUTH CENTRAL NA STAR - OLIVE OILTOTAL U.S. 37,322.305.23,450.70310.81.38.21.12,151.00101.619.451.6 WEST SOUTH CENTRAL 3,972.306.7435.33.49.11.46.51.132984.120.951.8

6 FlagshipCash MachineMaintain Core TrafficUnder FireRehab Category Rolls Gross Margin % High Mediu m Low High Low Sales Dollar Volume

7 Category Role  Size, in U.S. Sales  $722,133,600 in sales 2007  $1 Billion > Olive Oil > $100 Million  Medium sized category  Average 1 Unit per trip  On Average 45.7% buy the same product each time.  Bertolli is the strongest brand

8 SKU Breakdown StoreSKU% of Cat WM(Cross)2432.43% WM(MLK)3141.89% WM(Campus)11.35% Hrp(Cross)2635.14% Hrp(Elk)1925.68% Hrp(Gar)2736.49% Wlg(Cross)22.70% Wlg(Town)22.70% DG(Elk)11.35% DG(Gar)11.35% Walmart on MLK has highest %: 41.89% Walmart on campus only carries one sku that is private label Harps on Garland carries 2 nd highest number of skus Less depth in Elkins

9 Local Demographics Demography 2 mile Ring Elkins Harps2 mile Ring Crossover Harps/Wmt2 mile Ring Garland Harps2 mile Ring Walmart MLK2 mile Ring Walmart Joyce % HHsHHs Index% HHsHHs Index% HHsHHs Index% HHsHHs Index% HHsHHs Index Race of Head of Household White92.5% 134 90.4% 131 83.4% 121 80.4%11785.6% 124 Black1.3%113.4%296.8%576.6%555.6%47 Hispanic2.2%182.1%174.7%384.9%393.6%29 Asian1.6%371.6%382.4%564.6%1081.9%45 Other2.4%1082.4%1052.7%1183.5% 156 3.3% 145 Number of Persons 1 Person20.3%7532.5% 120 36.3% 134 47.7% 176 43.1% 159 2 Persons37.2%11535.7%11035.1%10833.2%10332.2%100 3 Persons16.7%10315.9%9814.8%9110.4%6413.7%84 4 Persons15.7%11911.0%838.4%635.9%457.2%55 5+ Persons10.1%915.0%455.4%492.8%253.7%34 Household Income Under $10,0006.5%848.2%10720.2% 264 26.4% 345 12.4% 162 $10,000 - $19,99914.7% 132 11.7%10418.2% 162 24.7% 221 12.4%110 $20,000 - $29,9998.1%7411.9%1109.7%8912.2%11213.3% 123 $30,000 - $39,99910.7%10612.9% 127 10.2%10010.3%10218.9% 186 $40,000 - $49,9997.9%886.1%688.3%938.0%896.5%72 $50,000 - $74,99918.3%1029.9%5512.2%689.0%5013.8%77 $75,000 - $99,9999.0%7610.6%897.4%633.2%277.2%60 $100,000 - $149,99912.9%10515.7% 128 10.6%864.2%348.7%70 $150,000 or More11.9% 132 13.0% 144 3.2%351.9%217.0%78 Age of Head of Household Age 18 - 243.3%787.2% 171 21.7% 515 25.4% 604 10.8% 258 Age 25 - 3412.6%8319.8% 131 31.0% 205 29.2% 193 23.1% 153 Age 35 - 4416.8%9716.9%9716.7%9614.4%8316.5%95 Age 45 - 5421.8%10917.2%8611.3%5610.7%5313.9%69 Age 55 - 6421.4%11118.8%9710.1%5210.9%5614.2%73 Age 65 - 7414.6%11111.8%905.1%395.4%418.3%63 Age 75 or More9.6%898.2%774.1%393.9%3713.1% 122

10 Facings by % of Total Facings Manufacuter DG Elkins Facings DG Garland Facings WmCross Facings WmCamp Facings WMMLK Facings HPSCross FacingsHPSElkFacings HPSGar Facings WGCros Facings WGTown Facings BertolliMean 1.80 2.502.00 N 5 6636 % of Total N 20.8% 19.4%23.1%15.8%23.1% CarapelliMean 1.50 2.00 1.002.00 N 2 4111 % of Total N 8.3% 12.9%3.8%5.3%3.8% CriscoMean 2.50 2.00 4.002.00 N 2 4323 % of Total N 8.3% 12.9%11.5%10.5%11.5% Private LabelMean 2.00 2.503.00 1.802.002.40 N 1161 555 % of Total N 100.0% 25.0%100.0% 19.2%26.3%19.2% TotalMean 2.00 2.043.001.741.882.002.121.001.50 N 112413126192622 % of Total N 100.0%  High % of private labels in the category.  Bertolli is another major player in the category.  Carapelli had highest margin but has lower amount of facings.  Only private label at Walmart Campus

11 Category Health YOY  102 Skus reported Fall 2013 Facings 2013 Manufacuter New Walmart Joyce # of Facings Walmart NGHB # of Facings Harps # of Facings BertolliMean 1.00 N 323 % of Total N 23.1%5.6%12.5% CriscoMean 1.00 N 532 % of Total N 38.5%8.3% LuciniMean 1.00 N 32 % of Total N 23.1%5.6% PompeianMean 1.00 N 71 % of Total N 19.4%4.2% Private LabelMean 1.00 N 265 % of Total N 15.4%16.7%20.8% TotalMean 1.00 N 133624 % of Total N 100.0% Facings 2014 Manufacuter WmCross Facings HPSCross Facings HPSElkFaci ngs HPSGar Facings BertolliMean 1.8222 N 5636 % of Total N 20.80%23.10%15.80%23.10% CarapelliMean 1.5212 N 2111 % of Total N 8.30%3.80%5.30%3.80% CriscoMean 2.5242 N 2323 % of Total N 8.30%11.50%10.50%11.50% Private Label Mean 2.51.822.4 N 6555 % of Total N 25.00%19.20%26.30%19.20% TotalMean 2.041.8822.12 N 24261926 % of Total N 100.00%  74 Skus reported Spring 2014  Bertolli has gained more share and Lucini has disappeared.  Private label has become stronger.

12 Olive Oil


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