 | Aldi 2016 UpdatedRelease date: November 3rd, 2015 (103 pages) PDF/Powerpoint format. Price: GBP2,699.00 |
Abstract
Here is what’s new in this November 2015 update...
This report is an update to our Aldi report from February 2015. So much has happened at Aldi’s. This offer includes both reports.
Aldi: new report decodes fresh strategic thinking
Convenience stores and new store models:
- A visit to the revamped convenience outlet in Kilburn - how the execution has evolved.
- Australia and Project Fresh - will this be the template for the US stores? - Recent store visits from Australia, the UK, Germany, France included.
Supply chain:
- How does the discounter leverage dual and triple supply?
- Is a deal still a deal for Aldi? How are NPDs introduced at Aldi?
- Non food product sourcing and vertical integration in China paving the way
for online, cutting out all middlemen - shifting the special buys to online.
Online:
- Outmuscling the non food online start ups through vertical integration in China and going direct to shoppers with a dedicated non food offer online.
- Will Aldi become a threat to H&M and Primark and the homeware retailers, to Dunelm, Argos and Jysk?
Brands:
- Reports of a slowdown in growth in Germany have been offset by growth explosions in Australia and the UK - future plans and financial data released.
- That slowdown has forced fresh thinking and the introduction of brands despite making Aldi price comparable for the first time.
- The Big Bang in Germany, 50 Top FMCG brands all listed in H2 2015, ripple effects to be felt for years to come.
- The rollout of SAP and Oracle solutions also hangs together with the introduction of more FMCG A brands.
Christmas:
- Apart from being highly innovative for the holiday season (with the Big 4 copying the range, packaging and even product display), Aldi knows that advertising spend buying impact now will have spillover effects post Christmas, when shoppers have to tighten their belts after the splurge.
Table of contents
| Introduction | p8 |
| Aldi: it has been a busy year | p9 |
| Executive summary | p10 |
| Aldi: convenience store updates, perfecting the in store ranges and outlays | p11 |
| Aldi: heavy competition on sites, space workaround & going up and down | p12 |
| Aldi: A deal is a deal, dual and triple supply of single SKUS, unknown in UK | p13 |
| Aldi: more localised buying than Lidl, fresh and premium, buyer requirements | p14 |
| Aldi: Splitting contracts, reduce dependency, quality comes first, price last | p15 |
| Aldi: How to introduce NPDs at Aldi, supplier relationships | p16 |
| Aldi: looking ahead to 2016 and beyond... | p17 |
| Recent key developments | p18 |
| February 2015: Aldi Hungary fined, magazine launch in Southern Germany | p19 |
| March 2015: Scouting out the Italian market | p20 |
| March 2015: Aldi to sponsor Team GB, South Australia DC, iPhone 5C | p21 |
| March 2015: Aldi countering Lidl’s Super Samstag in Germany | p22 |
| March 2015: the shift to Saturdays and its ramifications | p23 |
| April 2015: Aldi sixth largest UK supermarket, Western Australia expansion | p24 |
| June 2015: Aldi voted best UK supermarket, South Australia, e-readers in Belgium | p25 |
| June 2015: SAP solution in Germany in Aldi Nord, Oracle Data warehouse | p26 |
| June 2015: NFC payments arrive at Aldi Nord | p27 |
| July 2015: Aldi opens the first converted Bottom Dollar stores in the US | p28 |
| August 2015: Aldi to pay more for milk in the UK, YouTube channel launch | p29 |
| August 2015: Aldi starts listing 50 top FMCG brands in Germany | p30 |
| August 2015: ... and shakes up decades old orders in grocery categories | p31 |
| September 2015: music streaming, UK online launch | p32 |
| September 2015: UK and Australian sales and margin revealed | p33 |
| October 2015: Caviar skin cream, new California stores | p34 |
| October 2015: Aldi increases pay in the UK, Christmas plans | p35 |
| Strategy: moving away from being a hard discounter? | p36 |
| Aldi: moving away from the hard discounter image, Spain, US | p37 |
| Aldi: Switzerland regional and organic private label ranges launched | p38 |
| Aldi: Switzerland future expansion, new DC, range expansion | p39 |
| Strategy: updating stores, remodels in Australia | p40 |
| Germany: store visit Aldi Nord Hamburg Rindermarkthalle | p41 |
| Aldi Nord store visit, Rindermarkthalle Hamburg | p42 |
| Aldi: Nord moving into hipster territory in Hamburg, sharing footfall | p43 |
| France: store visit Aldi Nord Epinay-sur-Seine | p44 |
| Aldi: Nord – store visit in France, in dire need of a refresh | p45 |
| UK: an update including financials | p46 |
| Aldi: taking the UK by storm, impressive PR campaigns apart from everything else | p47 |
| Aldi: investment satisfying latent demand, risk assessment | p48 |
| UK: Aldi & Lidl store counts and future plans | p49 |
| UK: Aldi, significant data milestones, reaching its tipping point | p50 |
| Aldi: What phenomenal 30%+ y-o-y UK growth in 2014 means ... | p51 |
| Aldi: ...for the hard discounter, what are the drivers? | p52 |
| Aldi: ... its competitors | p53 |
| Aldi: ... and suppliers, in 2016 Aldi UK will be bigger than both Waitrose and the Coop | p54 |
| UK: Aldi, problems and potential | p55 |
| Aldi: Where can Aldi’s market share go in the UK? | p56 |
| UK: Aldi, sales and margin 2014 | p57 |
| Australia: the golden opportunity | p58 |
| Aldi: expansion financed out of its Australian cash flow, not as price aggressive | p59 |
| Aldi: Australian investigation, Aldi reveals profits, margin and tax contribution | p60 |
| Aldi: Aldi: Australian model stores, Project Fresh | p61 |
| Aldi: Aldi: Australian store visits, analysis – despite it all, it’s still an Aldi, future outlook | p62 |
| Australia: Aldi, sales and margin 2014 | p63 |
| Australia: Aldi, store visit, Sydney Double Bay | p64 |
| Australia Project Fresh, store pictures – fresh ranges | p65 |
| Australia Project Fresh, store pictures – chiller cabinets | p66 |
| Australia Project Fresh, store pictures – bake off station | p67 |
| Outlook: What are Aldi’s likely future plans? Convenience | p68 |
| Aldi: Convenience store updates – incorporating zoning, new cash desks | p69 |
| Aldi: Convenience store updates, new site strategy, going vertical | p70 |
| Convenience: Aldi concessions to the formula | p71 |
| UK: 2015 store visit, Kilburn after revamp | p72 |
| Outlook: What are Aldi’s likely future plans? Brands | p73 |
| Aldi: Aldi UK bigger than Waitrose and Coop, what does this mean for FMCG brands? | p74 |
| Aldi: issues counting against a permanent listing | p75 |
| Aldi: it’s really an opportunity only for the very strongest brands | p76 |
| Outlook: Aldi & FMCG A brands, strategy | p77 |
| Outlook: Aldi & The Coca Cola listing case study | p78 |
| Brands: Aldi starts listing 50 top FMCG brands in Germany | p79 |
| Brands: why things have changed, careful trials before wider roll out | p80 |
| Aldi & Brands – Kinder, Red Bull, Nivea, Baileys... | p81 |
| Aldi: what the listings mean, transformation of German grocery | p82 |
| Aldi: paradigm change for FMCG brands, possibility for rapid market share gains | p83 |
| Aldi: price wars will claim scalps of retailers but also in the FMCG industry | p84 |
| Aldi: Lidl and Kaufland are coordinating attacks against the Aldi listings | p85 |
| Aldi: Lidl and Kaufland gaps between shelf and promotional pricing too large | p86 |
| Aldi & Brands – 8 reasons to be skeptical | p87 |
| Outlook: What are Aldi’s likely future plans? Online | p88 |
| Aldi: Online – the opportunity to revolutionise the sector even further | p89 |
| Aldi: Online – strictly non food for now, apart from the wine | p90 |
| Outlook: Lidl’s online leadership, click & collect | p91 |
| Outlook: a genuine attempt to become multichannel? | p92 |
| Outlook: Aldi to offer online grocery? The inherent ranging risk | p93 |
| Online: streaming, Australian wine, UK launch | p94 |
| Outlook: Aldi’s vertical integration in China | p95 |
| Strategy: Aldi Sourcing Asia Limited takes control of non-food sourcing | p96 |
| Aldi: sourcing strategy, tentative steps into vertical integration | p97 |
| Aldi: strategy - vertical integration at the back end and online at the front end | p98 |
| Outlook: What are Aldi’s likely future plans? Trader Joe and a merger of equals? | p99 |
| Outlook: should the Trader Joe’s concept be brought to the EU? | p100 |
| Outlook: Should Aldi Nord and Sued merge? | p101 |
| Outlook: more radical thinking and a move away from Aldi’s conservative culture | p102 |
| Sources | p103 |
