This morning Asda and Sainsbury’s confirmed the weekend rumours of a merger with Sainsbury’s capturing 58% of the combined entity subject no doubt to regulator and shareholder approval. Here are our initial thoughts on the deal: 1. This merger can only happen because Aldi and Lidl have performed so strongly that it can now clear […]
Posts Tagged ‘Aldi’
Brands at the Aldi Crossroads
What is different about Aldi and Lidl is that they have brazenly attacked iconic brands where private label has previously feared to tread, and they’ve done it by creating proprietary brands of their own, sometimes known as Phantom Brands, but on a cost structure that represents the leanest of lean private label supply chains. This leaves brand owners at a crossroads of Aldi/Lidl-related decisions as challenging as those being faced by the UK’s big four multiple grocers themselves.
Aldi and Lidl have created a new dimension in Private Label and “Own Brand”
I hesitate to add to the pages which have already been written in industry journals about the seemingly unstoppable surge of the continental hard discounters. But it seems to me that most analysts and commentators have missed a key driver of the success of both Aldi and Lidl in the UK over recent months. It’s […]
The Grocer – Saturday Essay by Will Carter: Have Discounters Really Cracked the UK?
What is the long term outook for hard discounters in the UK grocery market? Performance has been outstanding in the last few recessionary years, but this performance has benefited from a range of one off boosts.