1、Circana,Inc.and Circana Group,L.P.|Proprietary and confidentialU.S.C-STORELANDSCAPE Q2 2023August 2023Retail Thought Leadership Circana,Inc.and Circana Group,L.P.|Proprietary and confidential2 Include ready-to-drink cocktails in alcohol assortment to align with trending customer preferences.Monitor

2、foodservice developments within convenience channel and QSRs to fully understand the competitive landscape and identify potential gaps and opportunities.Investigate possible enhancements to digital ordering offerings to ensure business is keeping pace within growing e-commerce retail space.Executive

3、 SummaryIn this report,we follow up on trends identified in previous convenience channel analyses and examine how these trends compare to the broader multi-outlet landscape.In Q2 2023,U.S.inflation continued to slow,as did price-per-unit increases within convenience and multi-outlet channels.Driven

4、by high-income shoppers,convenience channel buyers(+2.2%)and trips(+1.1%)showed YOY growth in Q2 2023.Convenience YOY dollar sales growth outpaced MULO in Q2 2023(5.2%vs.4.5%)for the first time since 2021.Convenience dollar share of MULO+C was 18.5%in Q2 2023,which was slightly up YOY(18.4%in Q2 202

5、2),and significantly up from the previous quarter(16.8%in Q1 2023).Convenience channel dollar share of MULO+C for the two-week Memorial Day holiday period(18.9%)was higher than any 2022 summer holiday.The convenience channel outperformed MULO in all top sales categories in Q2 2023,including cigarett

6、es(-1.9%YOY for convenience channel vs.-6.7%for MULO)and beer(+5.3%vs.-1.3%).Alcoholic seltzers continue to generate more sales than prepared cocktails in the convenience channel,but the gap has decreased significantly with prepared cocktails showing YOY dollar sales growth(+61%)in Q2 2023 and seltz