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1、January 2023U.S.CONVENIENCE STORELANDSCAPE Q4 2022Retail Thought Leadership 2023 Information Resources Inc.(IRI).Confidential and Proprietary.2Convenience channel YOY dollar sales growth slowed in Q4 2022 compared to Q3(+3.3%vs.+4.3%)while MULO(+9.5%)continued to accelerate and outpace all other cha

2、nnels for the quarter.Although the convenience channel increased YOY sales dollars by 3.3%for the year,the channel saw a decrease in dollar share of MULO+C from 18.2%in 2021 to 17.6%in 2022.As observed in previous quarters,cigarettes(-4.5%for convenience channel vs.-6.3%for MULO)and beer(5.1%vs.2.2%

3、)categories in the convenience channel outperformed MULO in%$sales vs.2021 for Q4.For the year,customers averaged 7.5%more convenience store trips than 2021,but dollars and units per trip have seen YOY decreases in most recent months.The Consumer Price Index increased 6.5%for the 12 months ending De

4、cember,while the food CPI increased 10.4%for the same period.Convenience channel price-per-unit growth accelerated for the sixth straight quarter with a 7.3%YOY increase in Q4 after a 6.5%increase in Q3.For the year,price per unit in the convenience channel increased 5.8%vs.2021,which is well below

5、the 12.5%increase observed in the MULO channel.Convenience channel private label YOY dollar growth slowed compared to previous quarters but continued to outpace growth of national brands in the channel for Q4(12%vs.8%).In this report,we follow up on trends identified in previous convenience channel

6、analyses in 2022 and examine how these trends compare to the broader multi-outlet landscape.In Q4 2022,U.S.inflation lessened,but price-per-unit increases continued in the convenience and MULO channels while consumer sentiment remained low.Executive SummaryKey Trends Promotional depth and frequency,