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1、October 2022U.S.CONVENIENCE STORELANDSCAPE Q3 2022Retail Thought Leadership 2022 Information Resources Inc.(IRI).Confidential and Proprietary.2The convenience channel saw accelerated YOY dollar sales growth in Q3(3.8%)compared to Q2(3.2%),but it continues to lag behind MULO(7.8%YOY growth in Q3).Sim

2、ilar to Q2,cigarettes(-3.4%vs.-6.3%)and beer(3.0%vs.0.7%)categories in convenience have outperformed MULO in%$sales vs.2021 for Q3.Customers continue to average more trips than YA,but dollars and units per trip have seen YOY decreases in most recent months.The Consumer Price Index increased 8.2%for

3、the 12 months ending September,while the food CPI increased 11.2%for the same period.Gas prices showed month over month decreases in July,August and September,helping to boost consumer sentiment,even as concerns about inflation continue.Convenience channel price per unit growth accelerated for the f

4、ifth straight quarter with a 6.3%YOY increase in Q3 after a 4.9%increase in Q2.Promotion depth in the convenience channel continues to show an increase vs.YA,while frequency of promotions remains flat compared to 2021.Convenience channel private label growth slowed but continued to outpace growth of

5、 national brands.In this report,we follow up on trends identified in previous convenience channel analysis to examine how inflation continues to impact the convenience store channel and how this compares to the broader multi-outlet landscape.In Q3 2022,U.S.inflationary factors persisted and price-pe

6、r-unit increases continued in the convenience channel.While consumer sentiment hit a new low in June,sentiment has ticked up in Q3.Executive SummaryKey Trends ImplicationsConcerns with inflation continue,and shoppers are shifting product selection to lower-priced options,including private label.Incr