Retailing in Canada

TABLE OF CONTENTS

List Of Contents And Tables

EXECUTIVE SUMMARY

COVID-19 impact on retailing

COVID-19 country impact

COVID-19 accelerates wave of store closures seen across Canada as a result of poor store performance, inflated rents and consumer shift toward online shopping

In-store pickup, home delivery and fulfilment programmes and partnerships in support of omnichannel strategies proliferate in 2020

What next for retailing?

OPERATING ENVIRONMENT

Informal retailing

Opening hours

Summary 1 Standard Opening Hours by Channel Type 2019

Physical retail landscape

Cash and carry

Seasonality

Christmas

Back to School

Thanksgiving Day

Payments and delivery

Emerging business models

MARKET DATA

Table 1 Sales in Retailing by Store-based vs Non-Store: Value 2015-2020 Table 2 Sales in Retailing by Store-based vs Non-Store: % Value Growth 2015-2020 Table 3 Sales in Store-based Retailing by Channel: Value 2015-2020 Table 4 Sales in Store-based Retailing by Channel: % Value Growth 2015-2020 Table 5 Store-based Retailing Outlets by Channel: Units 2015-2020 Table 6 Store-based Retailing Outlets by Channel: % Unit Growth 2015-2020 Table 7 Sales in Non-Store Retailing by Channel: Value 2015-2020 Table 8 Sales in Non-Store Retailing by Channel: % Value Growth 2015-2020 Table 9 Grocery Retailers: Value Sales, Outlets and Selling Space 2015-2020 Table 10 Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 11 Sales in Grocery Retailers by Channel: Value 2015-2020 Table 12 Sales in Grocery Retailers by Channel: % Value Growth 2015-2020 Table 13 Grocery Retailers Outlets by Channel: Units 2015-2020 Table 14 Grocery Retailers Outlets by Channel: % Unit Growth 2015-2020 Table 15 Non-Grocery Specialists: Value Sales, Outlets and Selling Space 2015-2020 Table 16 Non-Grocery Specialists: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 17 Sales in Non-Grocery Specialists by Channel: Value 2015-2020 Table 18 Sales in Non-Grocery Specialists by Channel: % Value Growth 2015-2020 Table 19 Non-Grocery Specialists Outlets by Channel: Units 2015-2020 Table 20 Non-Grocery Specialists Outlets by Channel: % Unit Growth 2015-2020 Table 21 Mixed Retailers: Value Sales, Outlets and Selling Space 2015-2020 Table 22 Mixed Retailers: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 23 Sales in Mixed Retailers by Channel: Value 2015-2020 Table 24 Sales in Mixed Retailers by Channel: % Value Growth 2015-2020 Table 25 Mixed Retailers Outlets by Channel: Units 2015-2020 Table 26 Mixed Retailers Outlets by Channel: % Unit Growth 2015-2020 Table 27 Retailing GBO Company Shares: % Value 2016-2020 Table 28 Retailing GBN Brand Shares: % Value 2017-2020 Table 29 Store-based Retailing GBO Company Shares: % Value 2016-2020 Table 30 Store-based Retailing GBN Brand Shares: % Value 2017-2020 Table 31 Store-based Retailing LBN Brand Shares: Outlets 2017-2020 Table 32 Non-Store Retailing GBO Company Shares: % Value 2016-2020 Table 33 Non-Store Retailing GBN Brand Shares: % Value 2017-2020 Table 34 Grocery Retailers GBO Company Shares: % Value 2016-2020 Table 35 Grocery Retailers GBN Brand Shares: % Value 2017-2020 Table 36 Grocery Retailers LBN Brand Shares: Outlets 2017-2020 Table 37 Grocery Retailers LBN Brand Shares: Selling Space 2017-2020 Table 38 Non-Grocery Specialists GBO Company Shares: % Value 2016-2020 Table 39 Non-Grocery Specialists GBN Brand Shares: % Value 2017-2020 Table 40 Non-Grocery Specialists LBN Brand Shares: Outlets 2017-2020 Table 41 Non-Grocery Specialists LBN Brand Shares: Selling Space 2017-2020 Table 42 Mixed Retailers GBO Company Shares: % Value 2016-2020 Table 43 Mixed Retailers GBN Brand Shares: % Value 2017-2020 Table 44 Mixed Retailers LBN Brand Shares: Outlets 2017-2020 Table 45 Mixed Retailers LBN Brand Shares: Selling Space 2017-2020 Table 46 Forecast Sales in Retailing by Store-based vs Non-Store: Value 2020-2025 Table 47 Forecast Sales in Retailing by Store-based vs Non-Store: % Value Growth 2020-2025 Table 48 Forecast Sales in Store-based Retailing by Channel: Value 2020-2025 Table 49 Forecast Sales in Store-based Retailing by Channel: % Value Growth 2020-2025 Table 50 Forecast Store-based Retailing Outlets by Channel: Units 2020-2025 Table 51 Forecast Store-Based Retailing Outlets by Channel: % Unit Growth 2020-2025 Table 52 Forecast Sales in Non-Store Retailing by Channel: Value 2020-2025 Table 53 Forecast Sales in Non-Store Retailing by Channel: % Value Growth 2020-2025 Table 54 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 55 Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025 Table 56 Forecast Sales in Grocery Retailers by Channel: Value 2020-2025 Table 57 Forecast Sales in Grocery Retailers by Channel: % Value Growth 2020-2025 Table 58 Forecast Grocery Retailers Outlets by Channel: Units 2020-2025 Table 59 Forecast Grocery Retailers Outlets by Channel: % Unit Growth 2020-2025 Table 60 Non-Grocery Specialists Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 61 Non-Grocery Specialists Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025 Table 62 Forecast Sales in Non-Grocery Specialists by Channel: Value 2020-2025 Table 63 Forecast Sales in Non-Grocery Specialists by Channel: % Value Growth 2020-2025 Table 64 Forecast Non-Grocery Specialists Outlets by Channel: Units 2020-2025 Table 65 Forecast Non-Grocery Specialists Outlets by Channel: % Unit Growth 2020-2025 Table 66 Mixed Retailers Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 67 Mixed Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025 Table 68 Forecast Sales in Mixed Retailers by Channel: Value 2020-2025 Table 69 Forecast Sales in Mixed Retailers by Channel: % Value Growth 2020-2025 Table 70 Forecast Mixed Retailers Outlets by Channel: Units 2020-2025 Table 71 Forecast Mixed Retailers Outlets by Channel: % Unit Growth 2020-2025

DISCLAIMER

GLOBAL MACROECONOMIC ENVIRONMENT

GLOBAL INDUSTRY ENVIRONMENT

SOURCES

Summary 2 Research Sources

CONVENIENCE STORES IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Foot traffic lost during lockdown and further self-quarantine causes value sales in convenience stores to decline

Leading player 7-Eleven strengthens its value share by taking early and aggressive action to ensure employee and consumer safety

Convenience stores pose a challenge to traditional grocery retailers by using food and beverage services to drive more foot traffic

RECOVERY AND OPPORTUNITIES

Convenience stores set to see soft recovery, as the proximity of other retail channels takes a toll

Players expected to innovate and evolve their business models to help stem the flow of traffic to other competitors

Omnichannel strategies and private label development strengthen convenience store shares

CHANNEL DATA

Table 72 Convenience Stores: Value Sales, Outlets and Selling Space 2015-2020 Table 73 Convenience Stores: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 74 Convenience Stores GBO Company Shares: % Value 2016-2020 Table 75 Convenience Stores GBN Brand Shares: % Value 2017-2020 Table 76 Convenience Stores LBN Brand Shares: Outlets 2017-2020 Table 77 Convenience Stores LBN Brand Shares: Selling Space 2017-2020 Table 78 Convenience Stores Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 79 Convenience Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

DISCOUNTERS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Panic buying and stockpiling during the pandemic ensures discounters expands its consumer base in 2020

Empire Co Ltd sees the highest growth in outlets in 2020

Discounters expanded their e-commerce strategies with delivery services in 2020

RECOVERY AND OPPORTUNITIES

Discounters expected to benefit from increasing consumer demand for value products and expanding consumer base

FreshCo continues to convert and build outlets and has planned locations throughout Western Canada

Discounters expected to increase volume share within retailing

CHANNEL DATA

Table 80 Discounters: Value Sales, Outlets and Selling Space 2015-2020 Table 81 Discounters: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 82 Discounters GBO Company Shares: % Value 2016-2020 Table 83 Discounters GBN Brand Shares: % Value 2017-2020 Table 84 Discounters LBN Brand Shares: Outlets 2017-2020 Table 85 Discounters LBN Brand Shares: Selling Space 2017-2020 Table 86 Discounters Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 87 Discounters Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

HYPERMARKETS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Hypermarkets benefits the most from the popularity of one-stop shopping and increased demand for delivery options

Canadians embrace the opportunity to enjoy the safety and convenience of curbside pickup and home delivery services

Walmart plans to invest CAD3.5 billion in upgrading its in-store technology, its omnichannel strategy and fulfilment efficiency

RECOVERY AND OPPORTUNITIES

Hypermarket sales expected to slow down after surging early in the year

Walmart looks to its partnership with Shopify to make its own online marketplace competitive with Amazon's

Walmart and Loblaw's are set to expand their digital fulfilment infrastructure by adding in-store space for digital order preparation and pickup

CHANNEL DATA

Table 88 Hypermarkets: Value Sales, Outlets and Selling Space 2015-2020 Table 89 Hypermarkets: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 90 Hypermarkets GBO Company Shares: % Value 2016-2020 Table 91 Hypermarkets GBN Brand Shares: % Value 2017-2020 Table 92 Hypermarkets LBN Brand Shares: Outlets 2017-2020 Table 93 Hypermarkets LBN Brand Shares: Selling Space 2017-2020 Table 94 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 95 Hypermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

SUPERMARKETS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Value sales are driven by pandemic-induced demand pre-lockdown, restaurant closures and total spend geared towards essentials

Growing focus on offering ready-to-eat meals and online delivery serves supermarkets well

In partnership with Ocado, Sobeys finally launches Voila - its first online grocery delivery service

RECOVERY AND OPPORTUNITIES

Supermarket sales set to dip after the pandemic-related growth spurt

Challenges to supermarkets from discounters and online channels delivering fresh food, will intensify

Empire to expand its online shopping/home delivery platform Voila, while moving forward with other ambitious plans

CHANNEL DATA

Table 96 Supermarkets: Value Sales, Outlets and Selling Space 2015-2020 Table 97 Supermarkets: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 98 Supermarkets GBO Company Shares: % Value 2016-2020 Table 99 Supermarkets GBN Brand Shares: % Value 2017-2020 Table 100 Supermarkets LBN Brand Shares: Outlets 2017-2020 Table 101 Supermarkets LBN Brand Shares: Selling Space 2017-2020 Table 102 Supermarkets Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 103 Supermarkets Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

TRADITIONAL GROCERY RETAILERS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Despite recent sales stagnation due to the channel's maturity, traditional grocery retailers sees robust growth

Online sales growth increases among traditional grocery retailers overall and veritably explodes for purveyors of alcoholic beverages

Despite some setbacks and inconsistent performance in the various provinces, retail cannabis sales are stable and retail store expansion plans remain ongoing

RECOVERY AND OPPORTUNITIES

Traditional grocery retailers set to see steady growth, but DavidsTea announces plans to close 84 stores

Driven by efforts of alcoholic drinks specialists, the share of online sales for traditional grocery retailers is expected to increase

Independent cannabis retailer Fire & Flower initiates ambitious plans to expand its retail footprint in Canada

CHANNEL DATA

Table 104 Traditional Grocery Retailers: Value Sales, Outlets and Selling Space 2015-2020 Table 105 Traditional Grocery Retailers: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 106 Traditional Grocery Retailers GBO Company Shares: % Value 2016-2020 Table 107 Traditional Grocery Retailers GBN Brand Shares: % Value 2017-2020 Table 108 Traditional Grocery Retailers LBN Brand Shares: Outlets 2017-2020 Table 109 Traditional Grocery Retailers LBN Brand Shares: Selling Space 2017-2020 Table 110 Traditional Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 111 Traditional Grocery Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

APPAREL AND FOOTWEAR SPECIALIST RETAILERS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Apparel and footwear specialist retailers sees among the sharpest drops in value in 2020

Reitmans closes its Thyme Maternity and Addition Elle stores per a restructuring plan

L Brands to permanently shutter nearly 35% of its Victoria's Secret stores to focus on growing its online business

RECOVERY AND OPPORTUNITIES

Apparel and footwear specialist retailers should see sales recover to pre-COVID levels by 2023

Shift towards remote working is expected to become a long-term trend, benefitting retailers specialising in casual wear/athleisure

As pandemic increases online shopping, closing down unprofitable stores and shifting towards e-commerce will become a long-term trend

CHANNEL DATA

Table 112 Apparel And Footwear Specialist Retailers: Value Sales, Outlets and Selling Space 2015-2020 Table 113 Apparel And Footwear Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 114 Apparel And Footwear Specialist Retailers GBO Company Shares: % Value 2016-2020 Table 115 Apparel And Footwear Specialist Retailers GBN Brand Shares: % Value 2017-2020 Table 116 Apparel And Footwear Specialist Retailers LBN Brand Shares: Outlets 2017-2020 Table 117 Apparel And Footwear Specialist Retailers LBN Brand Shares: Selling Space 2017-2020 Table 118 Apparel And Footwear Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 119 Apparel And Footwear Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

ELECTRONICS AND APPLIANCE SPECIALIST RETAILERS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Increasing demand for personal electronics for work and leisure fails to offset negative impact from falling foot traffic

Store closures accelerate in 2020, with Microsoft becoming the latest company to shut down its physical stores in Canada

Home automation solutions in demand as major players effectively push sales to those seeking convenience and smart living

RECOVERY AND OPPORTUNITIES

Electronics and appliance special retailers is set to see a long-term decline

Small independent retailers to see greater challenges, while large retailers benefit from better financial health before and during the pandemic

Prices of electronics and appliances could rise due to trade war between Canada and the US

CHANNEL DATA

Table 120 Electronics and Appliance Specialist Retailers: Value Sales, Outlets and Selling Space 2015-2020 Table 121 Electronics and Appliance Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 122 Electronics and Appliance Specialist Retailers GBO Company Shares: % Value 2016-2020 Table 123 Electronics and Appliance Specialist Retailers GBN Brand Shares: % Value 2017-2020 Table 124 Electronics and Appliance Specialist Retailers LBN Brand Shares: Outlets 2017-2020 Table 125 Electronics and Appliance Specialist Retailers LBN Brand Shares: Selling Space 2017-2020 Table 126 Electronics and Appliance Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 127 Electronics and Appliance Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

HEALTH AND BEAUTY SPECIALIST RETAILERS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Beauty specialist retailers sees steepest decline in 2020 due to store closures during lockdown

Pharmacies and drugstores benefit from stocking up during the pandemic

Store closures and reduced business hours force some vitamins and dietary supplements retailers to close permanently

RECOVERY AND OPPORTUNITIES

Beauty specialist retailers is set to post a strong CAGR, but will not reach pre-pandemic levels anytime soon

Chemists/pharmacies and drugstores/parapharmacies set to perform well over the forecast period

Vitamins and dietary supplements specialist retailers will face pressure from direct-to-consumer and private label competitors

CHANNEL DATA

Table 128 Health and Beauty Specialist Retailers: Value Sales, Outlets and Selling Space 2015-2020 Table 129 Health and Beauty Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 130 Sales in Health and Beauty Specialist Retailers by Channel: Value 2015-2020 Table 131 Sales in Health and Beauty Specialist Retailers by Channel: % Value Growth 2015-2020 Table 132 Health and Beauty Specialist Retailers GBO Company Shares: % Value 2016-2020 Table 133 Health and Beauty Specialist Retailers GBN Brand Shares: % Value 2017-2020 Table 134 Health and Beauty Specialist Retailers LBN Brand Shares: Outlets 2017-2020 Table 135 Health and Beauty Specialist Retailers LBN Brand Shares: Selling Space 2017-2020 Table 136 Health and Beauty Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 137 Health and Beauty Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025 Table 138 Forecast Sales in Health and Beauty Specialist Retailers by Channel: Value 2020-2025 Table 139 Forecast Sales in Health and Beauty Specialist Retailers by Channel: % Value Growth 2020-2025

HOME AND GARDEN SPECIALIST RETAILERS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Home and garden specialist retailers performs better during lockdown as people seize upon enforced home time to make improvements

Home improvement and gardening stores continues to benefit from booming housing market

Online sales for Home Depot and others proliferate in 2020 as consumers find alternative ways to get the products they want

RECOVERY AND OPPORTUNITIES

Home and garden specialist retailers are set to perform well over the forecast period

Uncertainties surrounding the future job market, disposable income and housing market strongly influence channel prospects

Home Depot expects to strengthen its competitive position by improving in-store experience and interconnected service

CHANNEL DATA

Table 140 Home and Garden Specialist Retailers: Value Sales, Outlets and Selling Space 2015-2020 Table 141 Home and Garden Specialist Retailers: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 142 Sales in Home and Garden Specialist Retailers by Channel: Value 2015-2020 Table 143 Sales in Home and Garden Specialist Retailers by Channel: % Value Growth 2015-2020 Table 144 Home and Garden Specialist Retailers GBO Company Shares: % Value 2016-2020 Table 145 Home and Garden Specialist Retailers GBN Brand Shares: % Value 2017-2020 Table 146 Home and Garden Specialist Retailers LBN Brand Shares: Outlets 2017-2020 Table 147 Home and Garden Specialist Retailers LBN Brand Shares: Selling Space 2017-2020 Table 148 Home and Garden Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 149 Home and Garden Specialist Retailers Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025 Table 150 Forecast Sales in Home and Garden Specialist Retailers by Channel: Value 2020-2025 Table 151 Forecast Sales in Home and Garden Specialist Retailers by Channel: % Value Growth 2020-2025

DEPARTMENT STORES IN CANADA

KEY DATA FINDINGS

2020 IMPACT

COVID-19 hits department stores hard due to reduced store traffic, sharp drop in tourism, and decline in discretionary spending

Department stores step up promotional activities like warehouse sales while seeking to improve their online presence

Luxury department stores continue to perform better in 2020, as higher-income patrons continue to do relatively well during the pandemic

RECOVERY AND OPPORTUNITIES

Department stores face post-pandemic challenges stemming from economic and financial constraints

Department stores face increasing pressure to accommodate changing consumer behaviour

Mid-priced retailers face the same polarisation trend that led to Sear's demise

CHANNEL DATA

Table 152 Department Stores: Value Sales, Outlets and Selling Space 2015-2020 Table 153 Department Stores: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 154 Department Stores GBO Company Shares: % Value 2016-2020 Table 155 Department Stores GBN Brand Shares: % Value 2017-2020 Table 156 Department Stores LBN Brand Shares: Outlets 2017-2020 Table 157 Department Stores LBN Brand Shares: Selling Space 2017-2020 Table 158 Department Stores Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 159 Department Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

VARIETY STORES IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Variety stores are more resilient by appealing to budget-conscious consumers while expanding their product offer

Dollar stores' expanded grocery product assortment strengthens their position

Channel benefits from increased demand for cleaning, outdoor products and BBQ supplies

RECOVERY AND OPPORTUNITIES

Uncertain economic conditions combined with product and store expansion point to positive prospects for variety stores

Dollarama expects to continue expanding its network of stores

Expanded offer of grocery and home products will give dollar stores a competitive edge

CHANNEL DATA

Table 160 Variety Stores: Value Sales, Outlets and Selling Space 2015-2020 Table 161 Variety Stores: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 162 Variety Stores GBO Company Shares: % Value 2016-2020 Table 163 Variety Stores GBN Brand Shares: % Value 2017-2020 Table 164 Variety Stores LBN Brand Shares: Outlets 2017-2020 Table 165 Variety Stores LBN Brand Shares: Selling Space 2017-2020 Table 166 Variety Stores Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 167 Variety Stores Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

WAREHOUSE CLUBS IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Warehouse clubs sees very strong growth in 2020 as consumers bulk buy and stockpile and spend more on groceries

Good value for money becomes a major draw for people facing economic challenges resulting from COVID-19

Costco initiates partnership with Instacart to provide same-day delivery from 76 Costco warehouses in Canada

RECOVERY AND OPPORTUNITIES

Warehouse clubs is set to maintain moderate, steady growth after proving to be highly resilient during the pandemic

Costco expected to maintain its dominance, benefiting from its loyal consumer base

Costco and Wholesale Club can expect to be challenged by online grocery retailers and food delivery platforms

CHANNEL DATA

Table 168 Warehouse Clubs: Value Sales, Outlets and Selling Space 2015-2020 Table 169 Warehouse Clubs: Value Sales, Outlets and Selling Space: % Growth 2015-2020 Table 170 Warehouse Clubs GBO Company Shares: % Value 2016-2020 Table 171 Warehouse Clubs GBN Brand Shares: % Value 2017-2020 Table 172 Warehouse Clubs LBN Brand Shares: Outlets 2017-2020 Table 173 Warehouse Clubs LBN Brand Shares: Selling Space 2017-2020 Table 174 Warehouse Clubs Forecasts: Value Sales, Outlets and Selling Space 2020-2025 Table 175 Warehouse Clubs Forecasts: Value Sales, Outlets and Selling Space: % Growth 2020-2025

DIRECT SELLING IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Increased incentive for people to take up direct selling as a way of earning income offsets negative impact of reduced spending power

Tupperware uses opportunity to train its sales force members on how to use social media and digital tools to connect with consumers

Consumer health direct selling sees growth, while less or non-essential categories suffer sales declines

RECOVERY AND OPPORTUNITIES

Direct selling is set to see comparable growth to the review period

Younger Canadians more likely to view direct selling as a realistic way to compensate for lost or diminished income

Global supply chain disruption to bring further challenges to direct sellers already dealing with supply delays

CHANNEL DATA

Table 176 Direct Selling by Category: Value 2015-2020 Table 177 Direct Selling by Category: % Value Growth 2015-2020 Table 178 Direct Selling GBO Company Shares: % Value 2016-2020 Table 179 Direct Selling GBN Brand Shares: % Value 2017-2020 Table 180 Direct Selling Forecasts by Category: Value 2020-2025 Table 181 Direct Selling Forecasts by Category: % Value Growth 2020-2025

HOMESHOPPING IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Homeshopping is supported by its base of older shoppers less financially impacted by the pandemic

Lockdown forces TSC to reduce its live broadcasting, but the channel carries on, effectively using remote guest appearances

E-commerce takes more share from homeshopping in 2020, as senior customers start learning to shop online

RECOVERY AND OPPORTUNITIES

Homeshopping will continue losing share to e-commerce, as consumers new to shopping online maintain the habit

Demographic shift and falling traditional TV viewership in favour of streaming services further pressure homeshopping

TV homeshopping is expected to be the only relevant format operating within this channel

CHANNEL DATA

Table 182 Homeshopping by Category: Value 2015-2020 Table 183 Homeshopping by Category: % Value Growth 2015-2020 Table 184 Homeshopping GBO Company Shares: % Value 2016-2020 Table 185 Homeshopping GBN Brand Shares: % Value 2017-2020 Table 186 Homeshopping Forecasts by Category: Value 2020-2025 Table 187 Homeshopping Forecasts by Category: % Value Growth 2020-2025

VENDING IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Reduced foot traffic in public and semi-captive environments results in decline for vending machines

Vending machines find new purpose as dispensers of PPE in 2020

Drinkfill and Soapstand vending machines perform double duty' by reducing human contact while helping reduce plastic waste

RECOVERY AND OPPORTUNITIES

COVID-19 has opened a door to more custom vending opportunities

Venders likely to focus on meeting the demands of college students seeking ethnically diverse and ethically sourced products

Smart vending machines expected to thrive as they strive to meet demands of younger and more sophisticated consumers

CHANNEL DATA

Table 188 Vending by Category: Value 2015-2020 Table 189 Vending by Category: % Value Growth 2015-2020 Table 190 Vending GBO Company Shares: % Value 2016-2020 Table 191 Vending GBN Brand Shares: % Value 2017-2020 Table 192 Vending Forecasts by Category: Value 2020-2025 Table 193 Vending Forecasts by Category: % Value Growth 2020-2025

E-COMMERCE IN CANADA

KEY DATA FINDINGS

2020 IMPACT

E-commerce sales surge, while few in-store players see growth in 2020

Retailers are increasingly closing unprofitable outlets to focus on their online capabilities

Amazon strengthens its lead in e-commerce as the Competition Bureau explores "potential abuse of dominance" in Canada

RECOVERY AND OPPORTUNITIES

E-commerce set to maintain strong growth after COVID-19 surge slows down

Social media and influencers drive sales growth of beauty and personal care, apparel and footwear e-commerce players

Third-party sellers in e-commerce marketplaces are expected to rise in number

CHANNEL DATA

Table 194 E-Commerce by Channel and Category: Value 2015-2020 Table 195 E-Commerce by Channel and Category: % Value Growth 2015-2020 Table 196 E-Commerce GBO Company Shares: % Value 2016-2020 Table 197 E-Commerce GBN Brand Shares: % Value 2017-2020 Table 198 Forecast E-Commerce by Channel and Category: Value 2020-2025 Table 199 Forecast E-Commerce by Channel and Category: % Value Growth 2020-2025

MOBILE E-COMMERCE IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Uber and DoorDash use mobile apps to take advantage of higher demand for grocery delivery services

Mobile e-commerce share increases as more merchants partner with mobile platforms

Mobile advertising investment and mobile payment app development boost growth of mobile e-commerce

RECOVERY AND OPPORTUNITIES

Mobile e-commerce grows as consumers become more used to ordering via devices

Convenient mobile payment options are expected to contribute to mobile e-commerce growth

Influencer marketing through social media and in-app purchases set to boost mobile e-commerce

CHANNEL DATA

Table 200 Mobile E-Commerce: Value 2015-2020 Table 201 Mobile E-Commerce: % Value Growth 2015-2020 Table 202 Mobile E-Commerce Forecasts: Value 2020-2025 Table 203 Mobile E-Commerce Forecasts: % Value Growth 2020-2025

FOOD AND DRINK E-COMMERCE IN CANADA

KEY DATA FINDINGS

2020 IMPACT

Responding to demand for food delivery, Loblaw Cos Ltd becomes a meal kit service provider

Online grocery sales surge as retailers rush to ramp up their e-commerce capabilities and delivery services

Consumers respond well to the option of using web browsers and apps to find grocery pickup locations near home

RECOVERY AND OPPORTUNITIES

Growth momentum for food and drink e-commerce is expected to continue

Online sales of food and drinks continues to normalise and will see double-digit value growth

More players are entering the meal kit delivery business, heightening competition

CHANNEL DATA

Table 204 Food and Drink E-Commerce: Value 2015-2020 Table 205 Food and Drink E-Commerce: % Value Growth 2015-2020 Table 206 Food and Drink E-Commerce Forecasts: Value 2020-2025 Table 207 Food and Drink E-Commerce Forecasts: % Value Growth 2020-2025