Analyst: Sally Dudleston

1. Food on the Go - Sandwiches Prepared by TNS Analyst: Sally Dudleston Source: TNS Worldpanel Food on the Go Data: Data ending 2nd Nov 2008 The Total Food on the Go Market as defined by TNS is valued at £8.4 billion annually and is growing by 3% year on year. This is driven by individuals spending more per trip, which it driven by the growth of the largest sector, savouries. Savouries which include sandwiches, salads, sushi and savoury pastries are performing strongly. In a year individuals who buy into this market spend on average £122 on savouries and shop this category every 6 days. The growth is coming via trip spend and more individuals purchasing into the on the go market. In the latest 12 weeks the savouries market continues to perform strongly, up 4%. Despite the economic downturn consumers are continuing to purchase savouries on the go and there is no strong evidence to suggest consumers are turning towards the cheaper option of lunchboxes. In fact consumers are spending more per trip on savouries, up 13p to £2 per trip. It should be noted frequency has dropped slightly, though overall the market is in growth and more individuals are joining it. Breaking savouries down salad and sandwiches are both up 3% quarter on quarter. An area of strong growth is savoury pastries up 10%. Sushi is the fastest growing sector, albeit from a small base. Looking at outlets, the on the go market is fragmented. Multiple grocers hold 12.1% share in the latest quarter and are holding share. The other major areas include total bakers, the workplace and Subway, all of which are performing a head of the market and gaining market share. TNS Worldpanel Food on the Go monitors a defined set of food and drink categories that are purchased and consumed out of home and not on premise where the product was bought. FOTG Sector Shares Total Market £8.4b