Russ Mould, investment director at AJ Bell, said: “Data from Worldpanel paints an interesting picture of Christmas trading for the grocery sector as investors await reports from Tesco and Sainsbury’s later this week.
“Worldpanel data shows a slight easing in grocery price inflation, which seems to have encouraged some shoppers to go on a bit of a splurge.
“Sales of premium own-label products like Sainsbury’s Taste the Difference offering and Tesco’s Finest range were above £1 billion for the first time, suggesting consumers were in the mood to treat themselves over the festive period.
“On the flipside there is still appetite for a deal.
“Discounters Aldi and Lidl have already reported strong festive trading, and this is backed up by figures showing they enjoyed their biggest ever Christmas market share in 2025.”
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