BMO Equity Research IN Tune

Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts


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COVID-19 has caused an abrupt channel shift from in-store to grocery e-commerce as consumers act to minimize risk at a minimal incremental fee. As a result, online grocery sales during the pandemic have reportedly doubled in the U.K. and China, tripled in Canada, and grown 5x to 6x in the U.S.

BMO has conducted a proprietary survey of 1,000 Canadians to find out how their grocery shopping habits have shifted as a result of COVID-19 and, more importantly, how they intend to grocery shop going forward. Join our Consumer Analyst, Peter Sklar, for key findings from our survey and its implications for the Canadian grocers. Some questions we explored in our recent reports “Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts,” “Online Engagement Metrics for Empire's Highly Anticipated Voilà.ca Launch,” and this podcast include:

- How many Canadians shop for groceries online?

- How much of the online shift will “stick” post-COVID-19?

- Click-or-collect or delivery?

- Brand switching during COVID-19?

- Reasons for changes in consumer grocery shopping during COVID-19?

- How are Loblaw, Empire, and Metro positioned for changes as a result of COVID-19?

Please see our reports here:

Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts: https://researchglobal0.bmocapitalmarkets.com/research/153372ff-9ce8-4e45-9d09-1aa36df8f762/

Online Engagement Metrics for Empire's Highly Anticipated Voilà.ca Launch: https://researchglobal0.bmocapitalmarkets.com/research/874a03a0-3b6b-4e68-85f8-32ae9fda63e7/

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

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