In our Food Producer Outlook we summarise the salient impacts that the pandemic had on the food counters under our coverage. We use Stats SA data to show that food producers took a bigger chunk of retail sales in 1H20 as shopping patterns leaned more towards food. Our pricing analysis covers 35 brands and 6,900 price points to assess the pricing trajectories food counters are on going into 2021. Lastly, we performance a 20-company benchmark analysis between TBS, AVI, OCE, SHG and RFG and their developed and emerging market peers.
