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INVESTING IN THE FUTURE MODEL OF UK GROCERY

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Supermarket Income REIT (LSE: SUPR) is dedicated to investing in supermarket property forming a key part of the future model of UK grocery. 

A key pillar of our investment strategy is to invest in omnichannel stores. These are supermarkets that provide in-store shopping, but also operate as last mile online grocery fulfilment centres for home delivery and click and collect. 

Strategy and Vision

Supermarket Income REIT (“SUPR”) is dedicated to investing in grocery properties which are an essential part of the UK’s feed the nation infrastructure delivering sustainable, long-term income and value growth for shareholders.

We have a clear and compelling strategy targeting future-proof omnichannel stores.

Our strategy is structurally supported by positive long-term growth in UK grocery sales driven by inflation and population growth. Our investment in omnichannel stores is aligned with the long-term trend to online sales growth in UK grocery.

We invest in stores that are deemed critical to the operations of the UK’s leading grocers. These stores have long leases and are in strategic locations with attractive site sizes. Omnichannel store formats provide our tenants with economies of scale and operational efficiencies.

SUPR also targets stores that have a solid trading history for the operators. Our leases provide long-dated, secure income streams for investors. They have contractual, upward only rental uplifts which are typically index linked.

01.

01.Traditional in-store

01.Traditional in-store

The traditional in-store weekly shop accounts for over 60% of all UK grocery sales and is the dominant channel for customers acquiring groceries. Each month the average UK household will spend over £400 on groceries, with a total grocery retail market value of over £242 billion annually which is fulfilled from the UK’s network of over 4,450 supermarkets.

02.

02.Click and collect

02.Click and collect

Click and collect now represents a significant portion of the online grocery market and is expected to continue to grow year on year due to its convenience for customers. Operators continue to invest in modern click and collect systems, offering dedicated drive throughs with number plate recognition, to enhance the customer experience. Omnichannel supermarkets enable operators to offer click and collect to their customers at convenient, local sites.

03.

03.Home delivery

03.Home delivery

Delivering grocery from a well located omnichannel supermarket achieves a game changing saving in the cost of online fulfilment. Delivery cost is the dominant factor in online grocery fulfilment costs. Omnichannel stores have been proven to be the optimal method of online fulfilment due to their proximity to customers, reducing delivery time and cost.

"SUPR owns and manages a unique and high-quality portfolio of mission critical omnichannel supermarkets. Our sector specialism and information advantage allow us to identify and deliver value through actively managing the portfolio." - Nick Hewson, Chair

We manage a unique portfolio

Our handpicked, geographically diverse portfolio is a critical part of the UK’s feed the nation infrastructure. 

Key shareholder information including latest results and news announcements, share and dividend centre, consensus and research and key events 

Details of our investment strategy, key characteristics, asset management and market backdrop 

Our Media Hub

Ben Green discusses SUPR’s results on Sky News

The Omnichannel virtuous cycle

Proactive investors: SUPR’s latest results

Play Video about Proactive Investors

Latest News

Adaptive Retail, the Next Evolution in Shopping: as defined by Walmart

“There’s never been a more transformational change in our supply chain like right now”

READ MORE

January 18, 2024

How online grocers failed to topple bricks and mortar rivals

"Experts believe that multichannel retailers — those that sell both online and offline — will be the real winners over the coming years....

READ MORE

January 16, 2024

Trading updates from SUPR tenants show resilience

SUPR's tenants have recently reported some very impressive trading performance over the Christmas period, highlighting the strength of the s...

READ MORE

January 15, 2024

“£10,000 in excess savings? I’d buy 11,627 shares of this stock to aim for £2,500 in passive income”

Stephen Wright at The Motley Fool discusses SUPR’s current 7% dividend yield.

The Motley Fool
READ MORE

January 9, 2024

Record numbers of supermarkets changed hands in 2023

"The record transaction volumes for supermarket property in 2023, despite the challenging economic backdrop, reflect the positive investor s...

READ MORE

January 4, 2024

Foodstores: A Feeding Frenzy

A fascinating report was recently published by the team at Knight Frank; 'Foodstores: a Feeding Frenzy' talks to the attractiveness of inves...

READ MORE

December 11, 2023

Adaptive Retail, the Next Evolution in Shopping: as defined by Walmart

“There’s never been a more transformational change in our supply chain like right now”

How online grocers failed to topple bricks and mortar rivals

“Experts believe that multichannel retailers — those that sell both online and offline — will be the real winners over the coming years.”

Trading updates from SUPR tenants show resilience

SUPR’s tenants have recently reported some very impressive trading performance over the Christmas period, highlighting the strength of the sector and the non-discretionary nature of grocery spending.