The Future of Food Chains
The food-store sector also proved to be relatively unfazed by the outbreak of Covid-19, showcasing its resilience and robust performance. This re-affirmed the strength of the sector, with Supermarket performance also being lesser effect during the global financial crisis than its retail counterparts.
ALL RETAIL - ANNUALISED
30
20
10
0
-30
-20
-10
Mar 2001
Jun 2002
Sep 2003
Dec 2004
Mar 2006
Jun 2007
Sep 2008
Dec 2009
Mar 2011
Jun 2012
Sep 2013
Dec 2014
Mar 2016
Jun 2017
Sep 2018
Dec 2019
Mar 2021
June 2022
Income Return Market Rental Value Growth
Equivalent Yield Impact
Total Return
Source: MSCI, 2023
ALL SUPERMARKETS - ANNUALISED
Mar 2001
Jun 2002
Sep 2003
Dec 2004
Mar 2006
Jun 2007
Sep 2008
Dec 2009
Mar 2011
Jun 2012
Sep 2013
Dec 2014
Mar 2016
Jun 2017
Sep 2018
Dec 2019
Mar 2021
June 2022
Income Return Market Rental Value Growth
Equivalent Yield Impact
Total Return
Source: MSCI, 2023
53 FUTURE OF FOOD CHAIN |
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