COMPETITIVE EDGE By Jon Hauptman October 2014 Not Offering Entry-Level Store Brands May Be Just Plain Nuts Understanding the Importance of Opening Price Points WillardBishop.com The upcoming PLMA (Private Label Manufacturers Association) show will undoubtedly be buzzing around pricing. After all, price is private label’s most important competitive platform. But this year’s event, being held in Chicago, November 16-18, will likely focus on extreme value price points connected to entry-level store brands. These emerging econo-brands, once considered private label’s ugly kid sister, are becoming highly coveted offerings for shoppers and retailers. Kroger and Walmart are embracing entry-level store brands and opening price points to protect their market share and communicate value. Some things are simply better together Kroger and Walmart have discovered that entry-level brands do provide value when properly positioned within their store brands’ portfolio. While many retailers may feel entry-level products promote downward trading, Walmart and Kroger are proving that their private label (national brand equivalents) and their entry-level offerings are better together. Elevating Entry-Level Store Brands for Competitive Differentiation The importance of entry-level store brands is being driven by four key factors: 1. Stagnant sales in supermarkets 2. Competition from non-traditional formats 3. Reductions in government benefits 4. Improper positioning of private label (national brand equivalents) 1. Stagnant sales 4. Improper positioning of private label Most grocery retailers are experiencing flat-to-declin- Retailers without entry-level store brands are requir- ing same-store sales, and are actively looking for new ing their mainstream private label brands to play ways to differentiate their banners in order to recap- a dual role. Their national brand equivalents must ture lost shares. serve as an acceptable alternative to national brands by providing attractive, not overwhelming, savings. 2. Competition from non-traditional formats These store-branded goods must also serve as the Traditional supermarket sales are being lost to limited opening price point within the product’s category. assortment stores such as Aldi, PriceRite, and Save- This dual role forces retailers to underprice their store A-Lot. Extreme value stores, such as Dollar General, brands and accept lower margins. Dollar Tree, and Family Dollar, are also growing at the expense of traditional grocers. According to Wil- In response to these market dynamics, Kroger and lard Bishop’s annual Future of Food Retailing report, Walmart have increased their focus on entry-level these formats now account for 5.2% of retail food store brands. By doing so, they enhance their price- sales. Share for these formats may climb to 6% over value image, drive sales growth, and help shoppers the next five years. Both formats are driving competi- extend their grocery dollar - all while staving off com- tive advantage through low, opening price points, and petition from limited assortment and dollar store re- traditional retailers are taking notice. tailers. 3. Reductions in government benefits In November of last year, the SNAP/Food Stamp benefit boost created by the American Recovery and Reinvestment Act of 2009 ended, thereby reducing the allocations of food stamps. Consequently, millions of households began looking for new ways to stretch their grocery budgets. Kroger and Walmart Reinvent Entry-Level Offerings Industry-wide sales of store brands account for approximately 20% of total sales. However, Kroger’s percent of sales from its store brands is an industry-leading 25%. While Kroger was a pioneer in entry-level store brands with its Kroger Value line, they recognized that the offering was in need of refreshing. Earlier this summer, Kroger rolled out three new entry-level store brands to replace Kroger Value and to bring low-price options to a larger number of categories. Their expanded entry-level brands now include: • Psst, for center-store food categories • Check This Out, for non-food categories • Heritage Farms, for fresh categories These items appeal to shoppers with attractive packaging, appealing brand names, and of course, prices. Kroger is proving that staid generics have been supplanted by new, budget-friendly alternatives. Walmart has historically relied on its Great Value and Equate brands to satisfy the budget-seeking shopper. However, they recognize that lower-priced options are available elsewhere, therefore a response was warranted in order to retain its position as America’s low-priced leader. Consequently, Walmart launched a new line of opening price point items under the Price First brand, which complements their national brand equivalent products. Price First is destined to shake up the store brand and value retailing industries; however, Price First is currently limited to approximately 50 SKUs. But given the focus placed on entry-level store brands by Kroger, we expect Walmart to aggressively enhance their entrylevel offerings. A Necessary Offering Some retailers appear hesitant to embrace entry-level, opening price point store brands. They fear these products will not sell enough to warrant their space on the shelf, and that their availability will encourage shoppers to “trade down,” thereby reducing sales and margin. However, entry-level store brands are a necessary part of every retailer’s price-value offering. They comprise one of the “Six Dimensions of Price Image”, accompanied by everyday base prices, promotional offerings, knownvalue item prices, merchandising, and price communication. To ensure a strong price image, retailers need a strong position in each of the six dimensions. Weakness in even one dimension compromises the chain’s overall price-value offering. Consequently, refocusing on entry-level store brands is critically While important. entry-level store brands contribute only 2-5% of most retailer’s private label sales, their sales are growing quickly in an environment where sales are flat. Their presence also encourages consumers to shop the store more intensively since budget-stretching options are available in categories that attract the specific buyers. Entry-level store brands are one way retailers can improve price image without lowering prices. They represent an opportunity to strengthen image by having the right variety of value-oriented items, and provide recognizable savings. Their importance extends well beyond their sales contribution. Just having them in the set increases total basket size since shoppers know they don’t have to travel elsewhere in order to capture the best values in town. Kroger’s commitment to their entry-level store brand offering is one way they are neutralizing Walmart’s price advantage. While Kroger may not be able to match Walmart prices on all items across the store, they are successfully providing value options through entry-level store brands. Last month Willard Bishop conducted a study of opening price point values across 112 consumables categories in one Midwestern market. The study found Kroger’s best value offering to be, on average, two percent lower than Walmart’s best value offering. The Right Response Unfortunately, many traditional supermarkets are not taking entry-level store brands seriously and find themselves with unflattering price-value images. It’s not uncommon to see traditional, full-service supermarkets with national brand prices that are 5%+ higher than Kroger and 15%+ higher than Walmart. However, “best value” offerings are often 30-35% higher because the traditional supermarket retailer does not have an adequate variety of opening price point store brands. Retailers are encouraged to take a fresh look at entry-level store brands. Retailers should work with their wholesalers and/or store brand suppliers to ensure a strong offering (measured on a price-per-ounce/pound basis) is provided in every major consumables category. These items will provide shoppers with budget-stretching options, and will combat competitive pressures. To learn more about the value of opening price points and private label strategies, please contact Jon Hauptman at 847.756.3714 or jon.hauptman@willardbishop.com. About the Author Jon Hauptman | Partner Jon, a widely recognized pricing expert and retail strategist, leads the Willard Bishop retail services practice. In addition to developing innovative retail services and solutions, Jon is an accomplished speaker and frequently serves as a guest panelist for the retail industry. Jon is also featured regularly in major media venues such as The Wall Street Journal, USA Today and National Public Radio. Prior to joining Willard Bishop, Jon served in marketing roles with United Airlines and Dominick’s Finer Foods. Jon holds an M.B.A. from the University of Chicago. Want Willard Bishop to address a specific retail or CPG issue in an upcoming Competitive Edge? If so, send a request to jeff.rice@willardbishop.com stating your challenges, issues or ideas. 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