INVESTING IN THE FUTURE MODEL OF UK GROCERY
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STORES
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PORTFOLIO VALUE
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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
Atrato Capital team volunteers for Fareshare at SUPR stores
Supermarkets play a key role in the local community and on Friday the team at Atrato Group (investment adviser to SUPR) spent the afternoo...
Supermarket Income REIT partners with Osprey Charging
We are happy to announce a partnership with Osprey Charging to install rapid EV charging hubs across a number of our omnichannel stores.
M&S follows Tesco and Sainsbury’s with strong results
Following Kantar’s new data showing UK grocery inflation has fallen to single digits (9.7%) for first time in 16 months, Marks and Spencer...
The Motley Fool reviews SUPR’s profile
The Motley Fool’s Royston Wild discusses SUPR’s profile in his latest article, stating “Thanks to its focus on the stable food retail ...
Sainsbury’s interim results
Sainsbury's reported strong interim results this week and is ‘confident’ going into the festive peak trading season, having made ‘reco...
Supermarket Income REIT presents with Investor Meet Company
Atrato Group’s Steven Noble and Robert Abraham provided an update with 'Investor Meet Company' following the announcement of SUPR’s ...
Atrato Capital team volunteers for Fareshare at SUPR stores
Supermarkets play a key role in the local community and on Friday the team at Atrato Group (investment adviser to SUPR) spent the afternoon at a couple of key SUPR tenants Tesco stores to volunteer on behalf of FareShare UK, collecting for local foodbanks.
Supermarket Income REIT partners with Osprey Charging
We are happy to announce a partnership with Osprey Charging to install rapid EV charging hubs across a number of our omnichannel stores.
M&S follows Tesco and Sainsbury’s with strong results
Following Kantar’s new data showing UK grocery inflation has fallen to single digits (9.7%) for first time in 16 months, Marks and Spencer has this week followed the path of Tesco and Sainsbury’s by reporting strong results.
