According to market research firm Kantar, prices rose fastest in the fresh primary meat market in the four weeks to 15th June.
Grocery inflation now stands at 4.7% for the four-week period ending 15th June 2025. Prices rose fastest in markets such as fresh primary meats, but fell fastest in dog and cat food. Grocery footfall hit a five-year high over the four weeks to 15th June as take-home grocery sales grew by 4.1% compared with last year, said Kantar.
Among grocers, Ocado was the fastest growing with sales up 12.2% in the 12 weeks to 15th June 2025, as its market share now sits at 1.9%. Lidl was the fastest growing among bricks and mortar grocers at 11.2% growth, reaching 8.1% market share. Aldi increased its share to 10.9% as sales rose by 6.5%.
Spend at Tesco accelerated to 7%. The grocer saw the highest share gain over the period, at 0.5%, taking it to 28.1%. Sainsbury’s reported its share increased to 15.2%, as sales grew by 5.7%. Morrisons now holds 8.4% of the market, with spending rising by 2.2%.
Asda’s market share stands at 11.9% with sales through the tills 1.7% lower than a year ago, but Kantar said that this does represent an improving trend as the Leeds-based retailer looks to return to growth over the summer months. Waitrose boosted its sales by 5.5% – the highest since March 2021, meaning it now holds a 4.5% portion.
Convenience retailer Co-op accounts for a 5.3% share while frozen food specialist Iceland retains 2.3% with sales climbing by 1.9%. Spending on groceries at M&S rose by 12.0% over the same period.
Consumers visit grocers more often
Fraser McKevitt, head of retail and consumer insight at Kantar, commented: “Higher prices didn’t stop shoppers making 490 million trips to the supermarket over the latest month, averaging almost 17 per British household. That’s the highest we’ve recorded since March 2020.”
However, Kantar found that a rise in frequency was balanced out by a drop in average trip spend, which fell back by three pence to £23.89. McKevitt continued: “Consumer concerns over price are continuing, and this is reflected in the figures. Sales of own label ranges grew at 4.2% this month, ahead of branded lines, as shoppers looked to balance their budgets. Deals also remain an important tool for retailers to offer value and the proportion of spending on promotion stepped up to 28.8% this period.”
Grocery volumes fell by 0.4% over the last four weeks, the first year-on-year decline this year. Kantar said a “small part” of this fall could be down to changing health priorities such as the growing use of GLP-1 weight loss drugs.
He added: “Supermarkets and grocery brands are entering new territory as weight loss drugs become more popular, with four in 100 households in Great Britain now including at least one GLP-1 user. That’s almost twice as many as last year so while it’s still pretty low, it’s definitely a trend that the industry should keep an eye on as these drugs have the potential to steer choices at the till.”
