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French retailer Carrefour has taken giant leaps forward to optimise and downsize its hypermarkets, while earmarking EUR2.8bn to fuel online growth. Will this be enough to offset erosion of its market share and improve profitability?
07. März 2018
Discounters are mutating into supermarkets, adding brands, freshness and service. Will Lidl and Aldi sacrifice their success model for quick sales gains? Or is “supermarketisation” the next step towards international leadership?
06. März 2018
The acquisition of Booker is a bold move for Tesco, reflective of a resurgent retailer that has spent three tough years on restructuring. It solidifies its dominant market leading position in the UK but also strengthens its number 4 position in Europe. It also represents a big omnichannel shift.
02. März 2018
Der französische Einzelhandelsriese Carrefour schreibt wegen milliardenschwerer Abschreibungen unter dem Strich rote Zahlen. Auch das operative Ergebnis gibt um 17 Prozent deutlich nach. Der Händler spürt insbesondere in seinem Heimatmarkt hohen Wettbewerbsdruck.
01. März 2018
Electronic Shelf Labels (ESL) werden günstiger und bieten immer mehr Möglichkeiten. Das Interesse des Handels an den digitalen Etiketten steigt, dynamische Preisanpassungen am Tag bleiben aber selten.
While we acknowledge that Portugal will be increasingly contributing to turnover, we are skeptical Covirán will be able to achieve its stated objectives. This would represent too much of an abrupt gear up in openings.
27. Februar 2018
The restructuring of the retailer's network indeed had a significant impact on the retailer's performances, but the positive effect on sales density wore itself out in 2017, which should pave the way for a progressive resumption of openings.
22. Februar 2018
Clearly, both Lidl and its sister banner Kaufland were early to recognise the potential that Romania holds. The decision for the IT hub in Bucharest seems only natural as it cements Romania as a hub for the retailer in south-eastern Europe.
20. Februar 2018
The French online scene is consolidating as medium size pure-players struggle to keep up with heavyweights such as Asos, Zalando and other ‘Amazons’. This bodes well for traditional retailers who are looking to place their pawns online.
19. Februar 2018
Nicht an der Spitze, sondern im Mittelfeld des Italien-Rankings, gab es in diesem Jahr Veränderungen. Weiterhin in Front ist Coop Italia mit einem Jahresumsatz von 12,8 Milliarden Euro vor der Kooperative Conad. Doch der Vorsprung ist gegenüber dem Vorjahresranking weiter geschmolzen.
15. Februar 2018
In the continually developing Polish retail environment, Carrefour has found a niche in line with rapidly evolving customer preferences.However, we feel it is only a matter of time before competitors, including discounters, make a move into Carrefour’s new fields.
In a price-sensitive market dominated by discounters, Carrefour has introduced key differentiators alongside pricing and its fresh produce expertise. These can be found across its different formats, from hypermarkets to minimarkets.
Already a leader through its traditional channels for organic sales in France, E.Leclerc lags behind the competition for organic speciality stores. Rivals have already inaugurated a handful of pilots, invested in specialised networks or acquired organic store chains.
13. Februar 2018
If Kaufland were a sports car, the latest facelift could be classified as successful. The new model's design and driving comfort are clearly one notch up from the previous version. Nevertheless, commercially we expect assortment changes in key categories to continue throughout the year.
09. Februar 2018
While the CEO of E.Leclerc took aim at Amazon during his annoucement, we believe the move is mainly the result of concerns for its French rivals. for whom a price-cutting competitor could be a serious threat.
31. Januar 2018
Carrefour's local franchisee in Slovakia has faced years of sales collapse and eventually closed all its stores. Carrefour now no longer operates in the country, newspaper Hospodářské Noviny reports.
Über Beteiligungen, Direktinvestitionen oder Joint Ventures stocken Frankreichs maßgebliche LEH-Filialisten ihre Online-Engagements massiv auf. Damit wollen sie vor allem das Wachstum des US-Riesen Amazon bremsen.
29. Januar 2018
The announcement of the strategy shift in Belgium follows the statement made by CEO Bompard earlier this week. As usual, the hypermarket division is in the centre of attention.
26. Januar 2018
Carrefour has outlined the first concrete measures from the strategic plan it unveiled earlier this week. The retailer is to close down two hypermarkets and cut down on workforce in its outlets and headquarters. Many store employees are currently on strike.
We have just published our Analyst View paper on the situation and development of the discount channel.
25. Januar 2018