Ocado and Lidl lead Christmas sales growth, Tesco solid, says Worldpanel

Ocado and Lidl lead Christmas sales growth, Tesco solid, says Worldpanel | Global Banking & Finance Review | GBAF

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Home > Finance > Ocado and Lidl lead Christmas sales growth, Tesco solid, says Worldpanel

Finance

Ocado and Lidl lead Christmas sales growth, Tesco solid, says Worldpanel

Published by Global Banking and Finance Review

Posted on January 6, 2026

Featured image for article about Finance

Tags:retail trade consumer perception financial management

LONDON, Jan 6 (Reuters) - British online supermarket Ocado and discounter Lidl recorded the highest sales growth in the Christmas quarter, while market leader Tesco and number two Sainsbury's also delivered solid performances, industry data showed on Tuesday.

Market researcher Worldpanel by Numerator said overall grocery sales were 13.8 billion pounds ($18.7 billion) in the four weeks to December 28, up 3.8% year-on-year.

However, when grocery inflation of 4.3% is taken into account, sales on a volume basis were down. Inflation eased slightly from the 4.7% level recorded in the previous four week period.

SUBDUED CONSUMER CONFIDENCE AHEAD OF CHRISTMAS

Subdued consumer confidence had left analysts cautious about non-food UK retailers’ festive trading prospects, though they were more optimistic about food sellers.

Worldpanel said Ocado's sales rose 15.0% over the 12 weeks to December 28 compared with the same period a year ago, while Lidl was the fastest growing bricks and mortar grocer with sales up 10.0%.

Tesco's sales were 4.3% higher than in 2024, with its market share rising by 20 basis points to 28.7% - its highest since March 2015. Sainsbury's sales rose 5.2%, taking its share to 16.3%.

Number three player Asda continued to struggle - its sales fell 4.2% and its market share fell to 11.4%, down a whole percentage point on the year.

Sales of groceries at Marks & Spencer rose 7.2% over the 12 weeks year-on-year. M&S is not included in Worldpanel's market share data.

The inflation figure from Worldpanel provides an early indication of pricing pressures ahead of official UK inflation data on January 21.

Lidl and Aldi have already updated on Christmas trading. Tesco and M&S are scheduled to report on Thursday, with Sainsbury's following on Friday.

UK supermarkets' market share and sales growth (%)

Market share Market % change in

12 weeks to share 12 sales

December 28 weeks to (year-on-ye

2025 December ar)

29 2024

Tesco 28.7 28.5 4.3

Sainsbury's 16.3 16.0 5.2

Asda 11.4 12.4 -4.2

Aldi 10.1 10.1 3.9

Morrisons 8.5 8.6 2.6

Lidl 7.8 7.3 10.0

Co-operative 5.1 5.3 -1.3

Waitrose 4.7 4.6 4.5

Iceland 2.3 2.3 3.4

Ocado 2.1 1.9 15.0

Source: Worldpanel by Numerator

($1 = 0.7390 pounds)

(Reporting by James Davey; editing by Sarah Young)

Frequently Asked Questions about Ocado and Lidl lead Christmas sales growth, Tesco solid, says Worldpanel

1What is grocery inflation?

Grocery inflation refers to the rate at which the prices of grocery items increase over time, affecting the purchasing power of consumers.

2What is market share?

Market share is the portion of a market controlled by a particular company or product, expressed as a percentage of total sales in that market.

3What is sales growth?

Sales growth is the increase in sales revenue over a specific period, indicating the performance and expansion of a business.

4What is consumer confidence?

Consumer confidence is a measure of how optimistic or pessimistic consumers are regarding their expected financial situation and the overall economy.

5What is a retail trade?

Retail trade involves the sale of goods and services directly to consumers, typically through stores or online platforms.