Established Items
PROTEIN SNACKS
2024 CATEGORY CAPTAINS
CATEGORY
KEY CATEGORY INFORMATION
CATEGORY DATA
Sources: 1 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 2 Mintel, Future of Animal Proteins, 2024; 3 Canadian Grocer GroceryIQ Study, 2024; 4 Nielsen MarketTrack. National C&G. 52 weeks to Feb. 2024. Total Meat Snacks
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
2024 CATEGORY CAPTAIN
Within the Protein Snack category, meat snacks have continued to demonstrate consistent year-over-year growth in Canada, fueled by consumers' desire to ensure they are getting enough protein in their diet.
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
Canadians are turning to snacks with protein in their quest for healthier food options.
46% of Canadian consumers agree they can't get enough protein without eating animal meat.2
At the same time, there continue to be additional varieties of protein snacksavailable in the market today that offer shoppers choice in protein type, flavour,and format (jerky; meat sticks; tender bites; steaks; and more).
Trends in product innovation, coupled with consumers’ focus on prioritizing nutritional snacking, will continue to fuel the growth of Meat Snacks in Canada.
Meat Snacks Continue to Attract New Shoppers
More
Buyers
Source: Nielsen Homescan. Market Summary. 52 weeks to Feb. 2024. Total Outlets. Total Meat Snacks
Candy & Novelties
Beer
Cold Beverages (NARTD)
Protein Snacks
Ready-to-Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
The Jerky segment delivers more that 50% of category share, making it a critical lever for driving basket size and profit growth.4
Canadians are turning to snacks with protein in their quest for healthier food options.1
When considering snacks at the store, most consumers cite protein as the most importantnutritional attribute they seek.5
Meat Snacks attracted +200,000 additional Canadian households to purchase the category in 2023.
Shoppers are spending more and putting Meat Snacks in their basket more often.
Meat Snack Segments – Jerky is a Critical Lever in the Category
Jerky & Nuggets
With >50% of category sales volume, growth of Jerky + Nuggets formats is critical to success of the category.
Jerky items have a higher ring resulting in increased basket sizes and increased dollar profit.
Jerky is the anchor of the Meat Snacks section. Retailers must win with Jerky, while leveraging growth and breadth of consumer reach that the additional protein formats and flavours provide.
51%
11%
7%
Meat
Sticks
31%
Meat & Cheese Combos
Steaks & Bars
Source: Nielsen MarketTrack. National C&G. 52 weeks to Feb. 2024. Total Meat Snacks
More $ Per Buyer
More Trips Per Buyer
3.4 Million Households
+200,000
BACK TO HOME PAGE
Meat Snacks attracted +200,000 additional Canadian households to purchase the category in 2023.
Shoppers are spending more and putting Meat Snacks in their basket more often.
Trends in product innovation, coupled with consumers’ focus on prioritizing nutritional snacking, will continue to fuel the growth of Meat Snacks in Canada.
Nearly 1 in 4 health conscious grocery store shoppers indicated that they are interested in the protein content of the foods they purchase.3
Established Items
CANDY & NOVELTY ITEMS
2024 CATEGORY CAPTAINS
CATEGORY
KEY CATEGORY INFORMATION
CATEGORY DATA
Source: Convenience Store News Canada - C-StoreIQ 2024
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
2024 CATEGORY CAPTAIN
Canadians are increasingly seeking moments of indulgence and excitement in their daily lives,turning to Candy and Novelty Candy items as a source of joy and comfort.
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
Canadians are turning to snacks with protein in their quest for healthier food options.
A Growing Trend: Over One Third of Canada Convenience Store Shoppers Bought Candy in the Previous Month
More
Buyers
Source: Nielsen Homescan. Market Summary. 52 weeks to Feb. 2024. Total Outlets. Total Meat Snacks
Candy & Novelties
Beer
Cold Beverages (NARTD)
Protein Snacks
Ready-to-Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
As consumer preferences evolve, the demand for unique and innovative candy products is on the rise.
When considering snacks at the store, most consumers cite protein as the most importantnutritional attribute they seek.5
In 2024, 35% of Canada convenience store shoppers purchased candy in the previous month, a significant increase vs. 2023 (32%).
Vast Majority of Canada shoppers
Buy candy or gum
Yes
90% of Canada shoppers report purchasing a candy or gum product in a typical month.
Jerky is the anchor of the Meat Snacks section. Retailers must win with Jerky, while leveraging growth and breadth of consumer reach that the additional protein formats and flavours provide.
90%
10%
7%
Meat
Sticks
31%
Meat & Cheese Combos
Steaks & Bars
Source: Nielsen MarketTrack. National C&G. 52 weeks to Feb. 2024. Total Meat Snacks
More $ Per Buyer
More Trips Per Buyer
2023
+200,000
BACK TO HOME PAGE
Meat Snacks attracted +200,000 additional Canadian households to purchase the category in 2023.
Shoppers are spending more and putting Meat Snacks in their basket more often.
A significant portion of Canadian consumers regularly purchase Candy and Novelty items, viewing them as essential treats for themselves or as gifts. This trend highlights the growing importance of the Candy and Novelty category in driving impulse sales and profit growth in the convenience and retail sectors.
The market continues to expand, offering consumers a wide variety of choices in flavour, format, and experience (gummies, sour candies, novelty items, and more). Product innovation, combined with the desire for both nostalgia and new experiences, will continue to fuel the growth of the Candy and Novelty sectors in Canada.
The Candy/Novelty category thrives on variety, offering consumers a wide range of options from classic candies to innovative novelty items that cater to different tastes and occasions.
Products that blend nostalgic flavours with contemporary twists are resonating well with consumers, creating a balance between comfort and excitement. Candy and Novelty items are often purchased as small indulgences, making them a key driver of impulse buys and incremental sales.
Convenience shoppers seek out
new candy and chocolate
Almost 1 in 5 (18%) of convenience store shoppers specifically seek out new candy and chocolate when considering new products to purchase.
Why Canada Convenience Shoppers Make Impulse Purchases
The #1 reason Canada convenience shoppers cite for a recent impulse purchase is “to treat myself”; 42% made an unplanned purchase for this reason vs. 27% that made an unplanned purchase because it was “on sale.”
2024
32%
35%
No
42%
27%
Top Reasons for Impulse Purchases at Convenience Stores
Treat Myself
On Sale
Total Sales in Candy & Gum
Total NCC* sales in the C&G channel last 52 weeks (ending May 18, 2024) was $160M.
$160,000,000
3
4
5
Source: Convenience Store News Canada - C-StoreIQ 2024
Canadians are increasingly seeking moments of indulgence and excitement in their daily lives,turning to Candy and Novelty Candy items as a source of joy and comfort.
As consumer preferences evolve, the demand for unique and innovative candy products is on the rise.
3
4
5
A Growing Trend: Over One Third of Canada Convenience Store Shoppers Bought Candy in the Previous Month
In 2024, 35% of Canada convenience store shoppers purchased candy in the previous month, a significant increase vs. 2023 (32%).
2023
Vast Majority of Canada shoppers
Buy candy or gum
Yes
90% of Canada shoppers report purchasing a candy or gum product in a typical month.
90%
10%
Vast Majority of Canada shoppers
Buy candy or gum
Yes
No
90% of Canada shoppers report purchasing a candy or gum product in a typical month.
90%
10%
Vast Majority of Canada shoppers
Buy candy or gum
Yes
No
90% of Canada shoppers report purchasing a candy or gum product in a typical month.
90%
10%
Source: Convenience Store News Canada - C-StoreIQ 2024.
Source: Convenience Store News Canada - C-StoreIQ 2024.
Source: Convenience Store News Canada - C-StoreIQ 2024.
Source: Convenience Store News Canada - C-StoreIQ 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Source: Convenience Store News Canada - C-StoreIQ 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
*NCC: Non Chocolate Confections include bagged candy, novelty, pops, pressed candy, fruit chews and edible entertainment products
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Established Items
BEER & HARD BEVERAGES
CATEGORY CHAMPIONS 2025
CATEGORY
KEY CATEGORY INFORMATION
CATEGORY DATA
Source: Convenience Store News Canada - C-StoreIQ 2024
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
CATEGORY CHAMPION
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
Canadians are turning to snacks with protein in their quest for healthier food options.
THE BEER & HARD BEVERAGE CATEGORY IS RESILIENT WITH A HEALTHY OUTLOOK
Candy & Novelties
Beer & Hard Beverages
Tobacco
Protein Snacks
Ready to Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
When considering snacks at the store, most consumers cite protein as the most importantnutritional attribute they seek.5
THE BEER & HARD BEVERAGE CATEGORY IS BIG, THE #1 EDIBLE CATEGORY
BACK TO HOME PAGE
3
Source: Convenience Store News Canada - C-StoreIQ 2024
Source: Circana L52 Wks. Ending 10-27-24, Total US Convenience Beer and Hard Beverages vs. Total Store by Aisle
Source: Circana Total US C-Store Beer and Hard Beverage Category $ Sales Annually and Forecast 2024/2025
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Beer & Hard Beverages
Sports/Energy Drinks
Snacks
Carbonated Soft Drinks
Candy
Water
Coffee & Tea
Bakery
Juices
Refrigerated Meals
Cookies & Crackers
Frozen Desserts
the beer & hard beverage category Is driving trips & units while bundling baskets and providing value
$26.6 B
2019
2020
2021
2022
2023
2024
2025
+16%
+1%
+2%
+6%
+1%
+2%
DRIVE TRIPS
DRIVE UNITS
BUILD BASKETS
PROVIDE
VALUE
2/3rds
+5%
43%
6pp Less
Beer & HB Trips are in C-Store
Unit Growth 8pp Better Than Total Store L5YR
Higher Basket Spend With Beer & Hard Bevs.
Per Unit Price Taken on Beer & HB vs. Total Store L5YR
Established Items
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
CATEGORY CAPTAIN
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
When considering snacks at the store, most consumers cite protein as the most important nutritional attribute they seek.5
Canadians are turning to snacks with protein in their quest for healthier food options.
the beer & hard beverage category Is driving trips & units while bundling baskets and providing value
DRIVE TRIPS
2/3rds
Beer & HB Trips are in C-Store
DRIVE UNITS
+5%
Unit Growth 8pp Better Than Total Store L5YR
BUILD BASKETS
Higher Basket Spend With Beer & Hard Bevs.
43%
PROVIDE
VALUE
Per Unit Price Taken on Beer & HB vs. Total Store L5YR
6pp Less
THE BEER & HARD BEVERAGE CATEGORY IS RESILIENT WITH A HEALTHY OUTLOOK
2019
2020
2021
2022
2023
2024
2025
+16%
+1%
+2%
+6%
+1%
+2%
Source: Circana Total US C-Store Beer and Hard Beverage Category $ Sales Annually and Forecast 2024/2025
THE BEER & HARD BEVERAGE CATEGORY IS BIG, THE #1 EDIBLE CATEGORY
Source: Circana L52 Wks. Ending 10-27-24, Total US Convenience Beer and Hard Beverages vs. Total Store by Aisle
Beer & Hard Beverages
Sports/Energy Drinks
Snacks
Carbonated Soft Drinks
Candy
Water
Coffee & Tea
Bakery
Juices
Refrigerated Meals
Cookies & Crackers
Frozen Desserts
$26.6 B
Meat Snacks Continue to Attract New Shoppers
Meat Snacks attracted +200,000 additional Canadian households to purchase the category in 2023.
Shoppers are spending more and putting Meat Snacks in their basket more often.
More
Buyers
More $ Per Buyer
More Trips Per Buyer
3.4 Million Households
+200,000
Source: Nielsen Homescan. Market Summary. 52 weeks to Feb. 2024. Total Outlets. Total Meat Snacks
Meat Snack Segments – Jerky is a Critical Lever in the Category
Jerky & Nuggets
With >50% of category sales volume, growth of Jerky + Nuggets formats is critical to success of the category.
Jerky is the anchor of the Meat Snacks section. Retailers must win with Jerky, while leveraging growth and breadth of consumer reach that the additional protein formats and flavours provide.
90%
10%
7%
Meat
Sticks
31%
Meat & Cheese Combos
Steaks & Bars
Source: Nielsen MarketTrack. National C&G. 52 weeks to Feb. 2024. Total Meat Snacks
Candy & Novelties
Beer & Hard Beverages
Cold Beverages (NARTD)
Protein Snacks
Ready to Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
3
BACK TO HOME PAGE
BEER & HARD BEVERAGES
CATEGORY CAPTAINS
CATEGORY
KEY CATEGORY INFORMATION
The Beer and Hard Beverage category is BIG, generating over $261 billion in sales in the C-Store channel, making it the #12 edible category in the channel. In fact, two-thirds3 of all Beer and Hard Beverage trips occur in C-Stores, contributing 55%4 of the category’s off-premise sales.
The Beer and Hard Beverage category is RESILIENT, having delivered strong results over the past five years, with a +5% CAGR5 and $5.7 billion5 in absolute growth. But Beer and Hard Beverages aren’t just driving strong dollar growth; they are also supporting healthy unit trends (+9%, outpacing Total Store by 12 points)6 and larger baskets (43% larger than baskets without Beer and Hard Beverages)7. Additionally, the category has achieved these strong results while delivering value to shoppers, with price increases 6pts8 lower than the total store average.
The Beer and Hard Beverage Category is experiencing BALANCED GROWTH. It has seen volatility, including the rapid rise, fall, and stabilization of malt seltzers, the emergence of spirit-based Cocktails and Seltzers, the rise of Premiumization within Lagers, and the return to growth for Value Lagers. However, more recently, the category has stabilized, with an average segment share change of just 0.29 compared to a 1.6-point9 share change in 2020.
The Beer and Hard Beverage Category has a HEALTHY OUTLOOK, with Circana forecasting another strong year of growth, where C-Store will continue to outpace the industry!10
Source: 1 – Circana L52 Wks Ending 10-27-24; Total US Convenience Beer and Hard Beverage $ Sales 2 – Circana L52 Wks Ending 10-27-24; Total US Convenience Beer and Hard Beverages vs. Total Store by Aisle 3 – Numerator L52 Wks Ending 10-20-24; Purchase Frequency (Trips) in C-Store as a % of All Channels 4 – Circana L52 Wks Ending 10-27-24; Total US Convenience & MULC Beer and Hard Beverage $ Sales 5 – Circana Total US Convenience Beer and Hard Beverage $ Sales 2019 – 2023 6 – Circana Total US Convenience Total Store and Beer and Hard Beverage Unit Sales 2019 – 2023 7 – Numerator Latest 52wks ending 8-25-2024; Spend Per Trip Beer vs. Total Store in Convenience and Gas 8 – Circana Total US Convenience Total Store and Beer and Hard Beverage Price Per Unit 2019 – 2023 9 – Circana Total US MULC Beer and Hard Beverage Category Share Change 2020 – 2024 10 – Circana Total US C-Store Beer and Hard Beverage Category $ Sales Annually and Forecast 2024/2025
The Beer and Hard Beverage category is BIG, generating over $261 billion in sales in the C-Store channel, making it the #12 edible category in the channel. In fact, two-thirds3 of all Beer and Hard Beverage trips occur in C-Stores, contributing 55%4 of the category’s off-premise sales.
The Beer and Hard Beverage category is RESILIENT, having delivered strong results over the past five years, with a +5% CAGR5 and $5.7 billion5 in absolute growth. But Beer and Hard Beverages aren’t just driving strong dollar growth; they are also supporting healthy unit trends (+9%, outpacing Total Store by 12 points)6 and larger baskets (43% larger than baskets without Beer and Hard Beverages)7. Additionally, the category has achieved these strong results while delivering value to shoppers, with price increases 6pts8 lower than the total store average.
The Beer and Hard Beverage Category is experiencing BALANCED GROWTH. It has seen volatility, including the rapid rise, fall, and stabilization of malt seltzers, the emergence of spirit-based Cocktails and Seltzers, the rise of Premiumization within Lagers, and the return to growth for Value Lagers. However, more recently, the category has stabilized, with an average segment share change of just 0.29 compared to a 1.6-point9 share change in 2020.
The Beer and Hard Beverage Category has a HEALTHY OUTLOOK, with Circana forecasting another strong year of growth, where C-Store will continue to outpace the industry!10
Source: 1 – Circana L52 Wks Ending 10-27-24; Total US Convenience Beer and Hard Beverage $ Sales 2 – Circana L52 Wks Ending 10-27-24; Total US Convenience Beer and Hard Beverages vs. Total Store by Aisle 3 – Numerator L52 Wks Ending 10-20-24; Purchase Frequency (Trips) in C-Store as a % of All Channels 4 – Circana L52 Wks Ending 10-27-24; Total US Convenience & MULC Beer and Hard Beverage $ Sales 5 – Circana Total US Convenience Beer and Hard Beverage $ Sales 2019 – 2023 6 – Circana Total US Convenience Total Store and Beer and Hard Beverage Unit Sales 2019 – 2023 7 – Numerator Latest 52wks ending 8-25-2024; Spend Per Trip Beer vs. Total Store in Convenience and Gas 8 – Circana Total US Convenience Total Store and Beer and Hard Beverage Price Per Unit 2019 – 2023 9 – Circana Total US MULC Beer and Hard Beverage Category Share Change 2020 – 2024 10 – Circana Total US C-Store Beer and Hard Beverage Category $ Sales Annually and Forecast 2024/2025
Established Items
TOBACCO
CATEGORY CHAMPIONS 2025
CATEGORY
KEY CATEGORY INFORMATION
CATEGORY DATA
Source: Convenience Store News Canada - C-StoreIQ 2024
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
CATEGORY CHAMPION
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
Canadians are turning to snacks with protein in their quest for healthier food options.
Value Category Dollars Are on the Rise
Candy & Novelties
Beer & Hard Beverages
Tobacco
Protein Snacks
Ready to Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
When considering snacks at the store, most consumers cite protein as the most importantnutritional attribute they seek.5
PRICING AND VALUE MATTERS
BACK TO HOME PAGE
3
Source: Convenience Store News Canada - C-StoreIQ 2024
Source: CSN 2024 Data Forecast Study: Tobacco
Source: CSN 2024 Industry Report – Deep Dive Tobacco
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
CONSUMERS KEEP PURCHASING
Established Items
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
CATEGORY CAPTAIN
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
When considering snacks at the store, most consumers cite protein as the most important nutritional attribute they seek.5
Canadians are turning to snacks with protein in their quest for healthier food options.
Meat Snacks Continue to Attract New Shoppers
Meat Snacks attracted +200,000 additional Canadian households to purchase the category in 2023.
Shoppers are spending more and putting Meat Snacks in their basket more often.
More
Buyers
More $ Per Buyer
More Trips Per Buyer
3.4 Million Households
+200,000
Source: Nielsen Homescan. Market Summary. 52 weeks to Feb. 2024. Total Outlets. Total Meat Snacks
Meat Snack Segments – Jerky is a Critical Lever in the Category
Jerky & Nuggets
With >50% of category sales volume, growth of Jerky + Nuggets formats is critical to success of the category.
Jerky is the anchor of the Meat Snacks section. Retailers must win with Jerky, while leveraging growth and breadth of consumer reach that the additional protein formats and flavours provide.
90%
10%
7%
Meat
Sticks
31%
Meat & Cheese Combos
Steaks & Bars
Source: Nielsen MarketTrack. National C&G. 52 weeks to Feb. 2024. Total Meat Snacks
Candy & Novelties
Beer & Hard Beverages
Cold Beverages (NARTD)
Protein Snacks
Ready to Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
3
BACK TO HOME PAGE
BEER & HARD BEVERAGES
CATEGORY CAPTAINS
CATEGORY
KEY CATEGORY INFORMATION
Despite high inflation, the tobacco industry is holding strong with growing sales of affordable cigarette brands. In 2023, economy/value cigarettes saw a 19.7% increase in average dollars per store, as consumers gravitated toward lower-priced options.1 By Q1 of 2024, 43% of smokers had switched to fourth-tier brands, increasing from 41% in the the fourth quarter of 2023, and from just 18% in the third quarter of 2023.2
Convenience stores remain the top channel for cigarette sales, far outpacing other retailers. In fact, around 90% of cigarette sales occur in the c-store channel3 and c-stores significantly outperform multi-outlet – tobacco sales are over $84B in the multi outlet with convenience stores channel.4
With 29% of focus on pricing and cost, the tobacco industry is navigating the combined challenges of price increases (18%) and inflation's impact (6%), which directly affect consumer affordability (5%).5
To keep up with demand, retailers are giving more shelf space to discount cigarettes and expect more smokers to trade down to deep discount brands.6 While most stores are sticking to their current SKU and display setups, larger operators are more likely than smaller ones to cut back, reflecting different strategies to adapt to changing trends.7
Research also shows just over 50%+ of tobacco buyers are poly-users, presenting opportunities for diverse product promotion.8
4
2024 vs 2025: Cigarettes
among total retailers selling the category
Don’t sell category: 5% of total surveyed retailers
Source: 2025 CSN Forecast Study. Base: total retailers selling category, n=62
3
C-Stores Outperform Multi-Outlet In Tobacco Sales
Total US – Multi Outlet Total US – Food Total US – Convenience
Total Tobacco | Dollar Sales % Change vs. YA
Tobacco sales are over $84B in the multi outlet with convenience stores channel
While sales are declining, c-store outperforms other channels.
Source: Circana, The 2024 Tobacco Landscape
Where Inflation-Weary Consumers Are Seeking Value
To oral alternatives
Polyusage
Quitting
To single packs
To nicotine alternatives
To fourth tier
To nicotine pouches
To-ecigarettes
3Q23 survey
4Q23 survey
1Q24 survey
What are you seeing in terms of downtrading or cross-category movement? Where are smokers going?
Source: Goldman Sachs Investment Research
3%
5%
3%
5%
13%
18%
24%
26%
5%
41%
32%
22%
3%
3%
3%
3%
43%
10%
18%
19%
C-Stores Outperform Multi-Outlet In Tobacco Sales
Total US – Multi Outlet Total US – Food Total US – Convenience
Total Tobacco | Dollar Sales % Change vs. YA
Tobacco sales are over $84B in MULO+ c-store channel
While sales are declining, c-store outperforms other channels.
Source: Circana, The 2024 Tobacco Landscape
1 2024 CSN – Industry Report – Deep Dive Tobacco; 2 Goldman Sachs Investment Research; 3 National Association of Convenience Stores (NACS), Data compiled by Goldman Sachs Global Investment; Research; 4 Circana, The 2024 Tobacco Landscape; 5 CSN 2024 Data Forecast Study: Tobacco; 6 2024 CSN – Industry Report – Deep Dive Tobacco; 7 CSN, 2024 Data Forecast Study: Tobacco; 8 Circana, The 2024 Tobacco Landscape
KEEPING THE SKUS THE SAME
Most retailers are aiming to keep their current cigarette offer in terms of SKUs and space for display. Large operators are leaning more towards reduction when compared to small operators.
among total retailers selling the category
among total retailers selling the category
Expectations for Cigarette product SKUs in 2025
Expectations for Cigarette
linear square footage in 2025
Source: CSN 2024 Data Forecast Study: Tobacco
AVERAGE SALES PER STORE
INDUSTRY TOTAL (IN MILS)
Premium/super-premium
Mid-level
Economy/value
TOTAL
$327,279
$55,497
$27,209
$409,985
$49,401
$8,377
$4,107
$61,885
-7.1%
-7.6%
19.7%
-5.7%
-5.6%
-6.2%
21.5%
-4.3%
2023
2024
% change
% change
% change
KEEPING THE SKUS THE SAME
Most retailers are aiming to keep their current cigarette offer in terms of SKUs and space for display. Large operators are leaning more towards reduction when compared to small operators.
among total retailers selling the category
among total retailers selling the category
Expectations for Cigarette product SKUs in 2025
Expectations for Cigarette
linear square footage in 2025
Source: CSN 2024 Data Forecast Study: Tobacco
Value Category Dollars Are on the Rise
Source: CSN 2024 Industry Report – Deep Dive Tobacco
Projected average $ sales per store
Projected average unit volume per store
2024 vs 2025: Cigarettes
2024
Key Trends Set to Shape Tobacco in 2025
PRICING AND VALUE MATTERS
Retailers Say Consumers To Remain Loyal To Cigarettes, but Seek Lower-Cost Options
5
6
3
4
Established Items
READY-TO-DRINK (RTD)
2024 CATEGORY CAPTAINS
CATEGORY
KEY CATEGORY INFORMATION
CATEGORY DATA
Source: Convenience Store News Canada - C-StoreIQ 2024
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
2024 CATEGORY CAPTAIN
The RTD category continues to grow in volume year over year. Similar to Beer, more and more Canadians are seeking for healthier options, turning to Ready-To-Drink beverages. Now that the RTD segment has existed for a few years, Seltzers/Soda make up 38% of the RTD category, with coolers, Iced Teas, Cocktails, Caesars, and all others, making up the rest of the category.
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
Canadians are turning to snacks with protein in their quest for healthier food options.
Seltzers comprise the greatest proportion of RTDs, but have declined recently in proportion of total, while Cocktails and Iced Teas have increased their proportion of RTDs
More
Buyers
Source: Nielsen Homescan. Market Summary. 52 weeks to Feb. 2024. Total Outlets. Total Meat Snacks
Candy & Novelties
Beer
Cold Beverages (NARTD)
Protein Snacks
Ready to Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
When considering snacks at the store, most consumers cite protein as the most importantnutritional attribute they seek.5
In 2024, 35% of Canada convenience store shoppers purchased candy in the previous month, a significant increase vs. 2023 (32%).
Total RTD volume is growing
Yes
Volume In HL
Jerky is the anchor of the Meat Snacks section. Retailers must win with Jerky, while leveraging growth and breadth of consumer reach that the additional protein formats and flavours provide.
90%
10%
7%
Meat
Sticks
31%
Meat & Cheese Combos
Steaks & Bars
Source: Nielsen MarketTrack. National C&G. 52 weeks to Feb. 2024. Total Meat Snacks
More $ Per Buyer
More Trips Per Buyer
2023
+200,000
BACK TO HOME PAGE
Meat Snacks attracted +200,000 additional Canadian households to purchase the category in 2023.
Shoppers are spending more and putting Meat Snacks in their basket more often.
3
Source: Convenience Store News Canada - C-StoreIQ 2024
3
Source: ACD (Association of Canadian Distillers), Beer Canada Market Share Data, Provincial Point-of Sale Data Sources
Source: ACD (Association of Canadian Distillers), Beer Canada Market Share Data, Provincial Point-of Sale Data Sources
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
While Seltzers/Soda comprise the greatest proportion of RTDs, it has recently declined slightly in proportion of the total, while Cocktails and Iced Teas are increasing their proportion of RTDs. The category has also seen 8% growth in household penetration from 2019 to 2024 from 16% to 24%.
2019
2020
2021
2022
2023
4,000,000
3,500,000
3,000,000
2,500,000
2,000,000
500,000
RTD penetration has seen growth since 2019
RTD
Penetration
Source: IPSOS ACT CANADA
Total Cooler/PMC
incl. Seltzer (NET)
2017
16
2018
17
2019
16
2020
19
2021
22
2022
24
2023
24
19%
22%
16%
17%
16%
24%
24%
2017
2018
2019
2020
2021
2022
2023
25
20
15
10
1,500,000
2,186,943
2,991,728
3,613,546
3,559,334
3,613,637
CAGR 2019 to 2023:
CAGR 2020 to 2023:
+13.4%
+6.5%
% of Total RTD
Cocktail (without Seltzer/Soda)
Iced Tea
Seltzer/Soda
Cooler
2019
50%
40%
30%
20%
10%
0%
2020
2021
2022
2023
All Other
Caesar
Penetration (% Drinkers)
Total RTD volume is growing
Volume In HL
Seltzers comprise the greatest proportion of RTDs, but have declined recently in proportion of total, while Cocktails and Iced Teas have increased their proportion of RTDs
Established Items
CATEGORY DATA
Source: Convenience Store News Canada - C-StoreIQ 2024
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
2024 CATEGORY CAPTAIN
Cold beverages are a key segment at Gas & Convenience. An important driver of in-store sales and shopper traffic, the broad interaction across categories and occasions is vital to helping build baskets at the channel.
Non-Alcoholic Ready-To-Drink (NARTD) Beverages are a key component to C&G success:
Cold Beverages are the 2nd largest category in C&G (after General Merch) contributing $1.2B in sales in the last 52 Weeks and providing 15% of all in-store sales.1
NARTD drives the most In-Store trips to the channel with 135.9M Trips.2
NARTD Overindexes in C&G (22.3 $ Shr3) with 3.9x the importance to Beverage dollars vs Total Scanned Sales (5.7 $ Shr1).
Purchases of NARTD Occasions at C&G heavily skew towards Meals-at-Home (Lunch/Dinner) and Relaxing/Screentime4 – capturing the majority of day parts.
11% of baskets with Alcohol contain a NARTD2 – meet all your shoppers’ beverage needs by ensuring a strong NARTD offering to complement and grow your Alcohol baskets.
Energy, Carbonated Soft Drinks, and Isotonics make up 78.5% of NARTD $ sales5 at C&G and will be instrumental to driving both dollars and units.
Sources: 1 Nielsen MarketTrack; Nat’l C&G; Total Tracked Sales; L52W to June 29, 2024; 2 Numerator; Nat’l C&G; Projected Trips; L52W to Aug 11, 2024; 3 Nielsen MarketTrack; Nat’l C&G; NARTD; L52W to June 29, 2024; 4 BEACH Occasions Dashboard Canada Small Store (excl Alc) ; Rolling 12MMT December ‘2023
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
When considering snacks at the store, most consumers cite protein as the most importantnutritional attribute they seek.5
Canadians are turning to snacks with protein in their quest for healthier food options.
Occasions
BreakfastMorning RoutineLunch / Dinner AHLunch / Dinner AFHSnackingOn the GoAt Work / School AFHWorking from HomeActive Leisure / ExerciseHome RoutineEvening RoutineRelaxing/Screen TimeSocializing AHSocializing AFHOther
12.2%
3.0%
23.8%
1.7%
12.2%
3.8%
3.6%
2.6%
10.2%
4.0%
22.4%
1.8%
0.3%
0.5%
3.6%
Starting the Day
Eating
Snacking
Being Productive
Active Leisure
Routine Behaviour
Relaxing
Socializing
Other
Source: BEACH Occasions Dashboard SMALL STORE (excludes Alcoholic drinks and Tap water) • BEACH Proprietary Survey (Canada) • Rolling 12MMT December ‘2023
Themes
Occasions
NARTD (All Manufacturers)
Cold Beverage Category Segments
Source: Nielsen MarketTrack; Nat’l C&G; NARTD Categories; L52W to Aug 20, 2024 vs L52W 2YA
Beverage Category Shares
Base Water
Isotonics
SS Tea
Premium Water
Energy
Soft Drinks
Sparkling Water
SS Juice
SS Coffee
Enhanced Water
Sports Nutrition
1.9
2.6
2.9
1.2
1.6
1.9
22.8
43.4
3.7
5.8
12.2
Channel Total vs. NARTD
Total Tracked Sales
$ Market Share
Beverage
$ Market Share
Source: Nielsen MarketTrack; Nat’l C&G; Total Tracked Sales vs NARTD; L52W to June 29, 2024
8.9
12.5
5.7
78.2
6.6
8.5
62.5
22.3
Candy & Novelties
Beer
Cold Beverages (NARTD)
Protein Snacks
Ready to Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
3
BACK TO HOME PAGE
COLD BEVERAGES
NON-ALCOHOLIC READY-TO-DRINK (NARTD)
2024 CATEGORY CAPTAINS
CATEGORY
KEY CATEGORY INFORMATION
Established Items
Sources: Convenience Store News Canada - C-StoreIQ 2024; NeilsonIQ, week ending May 18, 2024.
CATEGORY DATA
Source: 4 SimplyProtein/Maru Public Opinion online panel survey, February 8, 2023; 5 Convenience News article, Shifting Consumer Behaviour, May 2024
Established Items
2024 CATEGORY CAPTAIN
Meat Snacks encompass more than just Beef Jerky. There are many varieties of protein snacks available in the market today that offer choice in protein type, flavour, and format (jerky; meat sticks; tender bites; steaks; and more).
Although consumers face mounting expenses, they prioritize categories offering potential long-term health benefits.
Protein is considered the most important nutrient, and most Canadians think of meat as the main source of protein.
Canadians are turning to snacks with protein in their quest for healthier food options.4
When considering snacks at the store, most consumers cite protein as the most important nutritional attribute they seek.5
Canadians are turning to snacks with protein in their quest for healthier food options.
Occasions
BreakfastMorning RoutineLunch / Dinner AHLunch / Dinner AFHSnackingOn the GoAt Work / School AFHWorking from HomeActive Leisure / ExerciseHome RoutineEvening RoutineRelaxing/Screen TimeSocializing AHSocializing AFHOther
12.2%
3.0%
23.8%
1.7%
12.2%
3.8%
3.6%
2.6%
10.2%
4.0%
22.4%
1.8%
0.3%
0.5%
3.6%
Starting the Day
Eating
Snacking
Being Productive
Active Leisure
Routine Behaviour
Relaxing
Socializing
Other
Source: BEACH Occasions Dashboard SMALL STORE (excludes Alcoholic drinks and Tap water) • BEACH Proprietary Survey (Canada) • Rolling 12MMT December ‘2023
Themes
Occasions
NARTD (All Manufacturers)
Segments & 3 Year CAGR
Source: Nielsen MarketTrack; Nat’l C&G; NARTD Categories; L52W to Aug 20, 2024 vs L52W 2YA
Beverage Category Shares
3 Yr. CAGR
NARTD
Base Water
Isotonics
SS Tea
Premium Water
Energy
Soft Drinks
Sparkling Water
SS Juice
SS Coffee
Enhanced Water
Sports Nutrition
1.9
2.6
2.9
1.2
1.6
1.9
22.8
43.4
3.7
5.8
12.2
5.5%
6.9%
2.9%
8.0%
2.4%
5.0%
-0.3%
4.7%
24.2%
10.1%
-0.9%
2.7%
Channel Total vs. NARTD
Total Tracked Sales
$ Market Share
Beverage
$ Market Share
Source: Nielsen MarketTrack; Nat’l C&G; Total Tracked Sales vs NARTD; L52W to June 29, 2024
8.9
12.5
5.7
78.2
6.6
8.5
62.5
22.3
Meat Snacks Continue to Attract New Shoppers
Meat Snacks attracted +200,000 additional Canadian households to purchase the category in 2023.
Shoppers are spending more and putting Meat Snacks in their basket more often.
More
Buyers
More $ Per Buyer
More Trips Per Buyer
3.4 Million Households
+200,000
Source: Nielsen Homescan. Market Summary. 52 weeks to Feb. 2024. Total Outlets. Total Meat Snacks
Meat Snack Segments – Jerky is a Critical Lever in the Category
Jerky & Nuggets
With >50% of category sales volume, growth of Jerky + Nuggets formats is critical to success of the category.
Jerky is the anchor of the Meat Snacks section. Retailers must win with Jerky, while leveraging growth and breadth of consumer reach that the additional protein formats and flavours provide.
90%
10%
7%
Meat
Sticks
31%
Meat & Cheese Combos
Steaks & Bars
Source: Nielsen MarketTrack. National C&G. 52 weeks to Feb. 2024. Total Meat Snacks
Cold Beverages are the 2nd largest category in C&G (after General Merch) contributing $1.2B in sales in the last 52 Weeks and providing 15% of all in-store sales1
Cold beverages are a key segment at Gas & Convenience. An important driver of in-store sales and shopper traffic, the broad interaction across categories and occasions is vital to helping build baskets at the channel.
Non-Alcoholic Ready-To-Drink (NARTD) Beverages are a key component to C&G success:
Candy & Novelties
Beer
Cold Beverages (NARTD)
Protein Snacks
Ready to Drink (RTD)
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
Bread
Bread
Canned Tomatoes
Coffee
Coffee Creamers
Dry Packaged Dinners
Fresh & Deli
Frozen Food
Peanut Butter
Personal Care
Plant-Based
Specialty Foods
Yogurt
1
2
3
BACK TO HOME PAGE
COLD BEVERAGES
2024 CATEGORY CAPTAINS
CATEGORY
KEY CATEGORY INFORMATION
NARTD drives the most In-Store trips to the channel with 135.9M Trips2
NARTD Overindexes in C&G (22.3 $ Shr3) with 3.9x the importance to Beverage dollars vs Total Scanned Sales (5.7 $ Shr1).
Purchases of NARTD Occasions at C&G heavily skew towards Meals-at-Home (Lunch/Dinner) and Relaxing/Screentime4 – capturing the majority of day parts.
11% of baskets with Alcohol contain a NARTD4 – meet all your shoppers’ beverage needs by ensuring a strong NARTD offering to complement and grow your Alcohol baskets
Energy, Carbonated Soft Drinks, and Isotonics make up 78.5% of NARTD $ sales5 at C&G and will be instrumental to driving both dollars and units.
Source: 1 Nielsen MarketTrack; Nat’l C&G; Total Tracked Sales; L52W to June 29, 2024; 2 Numerator; Nat’l C&G; Projected Trips; L52W to Aug 11, 2024; 3 Nielsen MarketTrack; Nat’l C&G; NARTD; L52W to June 29, 2024; 4 BEACH Occasions Dashboard Canada Small Store (excl Alc) ; Rolling 12MMT December ‘2023
Grocery + Mass Merch
Drug
Gen Merch + Club*
Convenience + Gas
Cold Beverage Category 3-Year CAGR
Source: Nielsen MarketTrack; Nat’l C&G; NARTD Categories; L52W to Aug 20, 2024 vs L52W 2YA
Beverage Category Shares
Base Water
Isotonics
SS Tea
Premium Water
Energy
Soft Drinks
Sparkling Water
SS Juice
SS Coffee
Enhanced Water
Sports Nutrition
5.5%
6.9%
2.9%
8.0%
2.4%
5.0%
-0.3%
4.7%
24.2%
10.1%
-0.9%
2.7%
3-Yr. CAGR
NARTD Overall
4
3