AIC Covid19 update


What has the response been from supermarkets with grocery demand an all time high both in store and online? Atrato Capital, on behalf of SUPR joins other investment managers in analysing the current state of the market.


Including:


  • The highest sales growth in grocery ever recorded

  • Quantifying the shift in spending from pubs and restaurants across to supermarkets

  • The cost of retrofitting stores to cope with social distancing measures

  • The impact of significantly lower fuel volumes

  • How does online growth rely on physical supermarkets?

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