Morrisons was the only big four supermarket to grow ahead of the market in the past three months, as the discounters again performed strongly.

Sales at Aldi were up by 20% and at Lidl by almost 16% in the 12 weeks to 10 July. The two now represent 6.1% of the total grocery market, according to new data from Kantar Worldpanel.

Waitrose was the next best performer, growing by 9% over the same period a year ago, upping its share of the market to 4.3%. The market as a whole grew by 4.6%, just behind the 4.8% rate of grocery inflation over the period.

“The increasing polarisation of the grocery market looks set to stay as consumers turn to the discounters to cut their budgets while others continue to spend in Waitrose,” said Kantar director Martin Whittingham. “This divergence seems to be reflective of some contrasting lifestyles in the UK at the moment.”

Whittingham warned that grocery inflation was now likely to exceed 5% this year.

“[Inflation] has been growing much faster than anticipated and, as such, we expect it to reach 5% and perhaps beyond in the next few months,” he said, adding that double-digit inflation could take place in a handful of categories.

Read more
Discounters hang on to record share as shoppers get post-wedding blues (21 June 2011)
What’s behind the amazing resurgence of discounters? (analysis; 14 May 2011)