Share performance in 2012

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The outperformance of the leading suppliers relative to the supermarkets is revealed in our tables profiling the winners and losers on the FTSE in 2012.

The tables give the share prices of the top retailers and suppliers at the beginning and end of the year, along with the percentage change and their current market cap.

Sainsbury’s was the only listed supermarket to enjoy share price growth, climbing 8.3% over the year. Shares in Tesco and Morrisons both dropped back 16.7% and 21.5% respectively.

Meanwhile, the largest food and drink suppliers all had strong years.

Associated British Foods climbed 42.7% after a record sugar harvest, Premier Foods’ shares more than doubled as it started to recover from a dismal 2011 and Diageo shares shot up 27.3% boosted by continued global expansion. The size of the increases made the 9.3% rise in Unilever shares look modest.

The only big suppliers to struggle were the two listed tobacco manufacturers. Shares in British American Tobacco advanced a fraction and Imperial Tobacco dropped back 2.4%.

Retailers

Company	03/01/2012	02/01/2013	% change	Market Cap (m)
Dixons	9.82	28.91	194%	£1,044.50
ASOS	1236	2750	122%	£2,263.80
Thorntons	18.5	40.25	117.60%	£27.52
Debenhams	58.55	117.2	100%	£1,482.10
Sports Direct	213.4	398	87%	£2,381.90
Home Retail Group	83.4	128.3	54%	£1,036.30
Next	2737	3873	42%	£6,296.20
Majestic Wine	329	459.25	39.60%	£299.18
Ocado	60.15	84.75	24.60%	£520.90
Booker	73.75	97.95	24.20%	£1,691.52
Signet Jewelers	2799	3357	20%	£2,782.70
WH Smith	538	653.5	18.10%	£839.98
Kingfisher	250.7	286.3	14%	£6,823.90
Sainsbury’s	310.3	336	8.30%	£6,048.54
M&S	317	382.7	3.70%	£6,155.20
Greggs	526	457.3	-13.10%	£453.76
Tesco	411.25	342.75	-16.70%	£27,564.41
Morrisons	328	257.4	-21.50%	£6,048.54

Foreign retailers

Company	03/01/2012	02/01/2013	% change	Market Cap (m)
Amazon $	179.03	258.48	44%	117384
Whole Foods Market $	69.64	91.78	32%	16924
Woolworths AUS $	25.1	29.46	17%	36721
Walmart $	60.33	68.8	14%	231,022
Ahold €	10.36	10.31	0%	11,172
Carrefour €	18.31	20	-9%	14450
Metro €	30	21.42	-29%	7223
Delhaize €	44.4	31.22	-30%	3222.8

Food producers and suppliers

Company	03/01/2012	02/01/2013	% change	Market Cap (m)
Pure Circle	92	250	171.70%	£394.87
Premier Foods	59.5	122	105%	£292.56
Glanbia €	4.68	8.47	80.90%	€ 2,497
Greencore	63	104.75	66.30%	£411.93
Devro	258	321.5	63.50%	£532.51
Fyffes	31.75	46.25	45.70%	£150.13
Associated British Foods	1115	1591	42.70%	£12,595.54
Kerry Group ‘A’ Shares €	28.86	40.93	41.80%	€ 7,188.39
Finsbury Food Group	28.25	38	34.50%	£24.30
Carr’s Milling Industries	817.5	1050	28.40%	£93.20
Origin Enterprises	3.17	4.07	28.40%	£562.43
Cranswick	750	864.5	15.30%	£417.84
M.P. Evans	435	500	14.90%	£274.36
Dairy Crest	340	382.6	12.50%	£522.39
Unilever	2189	2392	9.30%	£30,700.35
Tate & Lyle	720.5	777.5	7.90%	£3,625.33
The Real Good Food Company	41.25	45	0.09%	£31.26
Asian Plantation	232.5	230	-0.01%	£106.98
Hilton Food Group	273	270.5	-0.01%	£191.69
Zambeef	41	39.5	-3.60%	£100.40
Asian Citrus Holding	36.5	29.75	-18.50%	£365.25
New Britain Palm Oil	707.5	505	-28.60%	£732.25

Drinks suppliers

Company	03/01/2012	02/01/2013	% change	Market Cap (m)
C&C Group (€)	2.88	4.63	60%	€ 1,588.50
Nichols	530	835	57.50%	£307.67
Coca-Cola HBC S.A.( €)	13	17.55	35%	€ 6,433.01
Diageo	1428	1817.5	27.30%	£45,589.31
Britvic	328.3	410.3	25%	£993.45
SAB Miller	2330.5	2869	23.10%	£45,800
AG Barr	416.67	495.1	18.80%	£578.12

Other FMCG suppliers

Company	03/01/2012	02/01/2013	% change	Market Cap (m)
Reckitt Benckiser	3279	3975	21.20%	£28,588.96
PZ Cussons	359.4	384.8	7.10%	£1,649.73
McBride	115	119	3.40%	£243.25
British American Tobacco	3079	3091	0.00%	£59,667.90
Imperial Tobacco	2444	2385	-2.40%	£23,477.22