Massachusetts Water Resources Authority (“MWRA”) Employees’ Retirement System slide image

Massachusetts Water Resources Authority (“MWRA”) Employees’ Retirement System

Data & Analytics Case Study We sought to better understand the competitive positioning of e-commerce and brick-and-mortar pet food retailers during the COVID-19 pandemic. Key Questions We reviewed consumer credit card panel data and leveraged a custom survey on US consumers that we initiated during the COVID-19 pandemic to answer the following questions: ● What is the potential impact of e-commerce retailers on brick-and-mortar players? Were there any material changes in the competitive landscape due to COVID-19- related lockdowns and store closures? Have pet food retailers experienced customer turnover? Key Findings "Company A," a brick-and-mortar retailer (which carries essential goods and remained open throughout the pandemic), added more new customers than other retailers that struggled with industry-wide shutdowns. APPENDIX ● ● "Company B," an e-commerce pet-food retailer, benefitted from the shift to online shopping, more than doubling its customer additions during this period. Company A has a large share of pet-food spend in rural areas, particularly in the South, and Company B continues to gain share across geographies with more than 20% share in most states. Company B has experienced less customer turnover than its brick-and-mortar competitors (including Company A), and our survey suggested that its customer profile skews wealthier, potentially making it more economically resilient. Investment Implications We invested in Company A because we expected it to take market share and emerge from the COVID-19 pandemic in a stronger position. Data showed the shift in the consumer spending pie away from travel and entertainment, which created strong tailwinds for product categories that represent a large portion of Company A's sales. We were encouraged that Company A experienced accelerated customer growth during the pandemic, which we expect to translate into permanent market share gains. Negative findings for our thesis were that Company A and Company B's customer overlap has been increasing over time. In addition, Company A's customers acquired during the pandemic had an even greater propensity to also shop at Company B, indicating a growing threat from e-commerce for one of Company A's key product categories. As of May 31, 2020. Source: SEG research. Number of Additions Number of Additions Share of Spend 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 100% 80% 60% 40% 20% 0 1/2017 0% 0 1/2017 Monthly New Customer Additions -Company A -Company B 5/2017 9/2017 1/2018 5/2018 9/2018 1/2019 5/2019 9/2019 1/2020 Monthly New E-Commerce Customer Additions -Company A Company B Company C-Company D 5/2017 1% 30% 12% 30% 27% Midwest 9/2017 1/2018 5/2018 9/2018 1/2019 5/2019 9/2019 Share of Spend by Geographic Region Company A Company B 3% Company D Company E 1% 22% Company C-Company D-Company E 14% 39% 22% Northeast Company C 34% 11% 23% 31% South 1/2020 37% 21% 26% 16% West 31
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