Germany Grocery 2018 Report

Germany Grocery 2018 Report


Release date: April 30th, 2018 (132 pages)
PDF/Powerpoint format. Price: GBP995.00

Abstract

Despite decades of EU integration, national grocery markets remain quite different from each other. But there are strong commonalities too – one is the rise of German hard discount. To understand what’s in store in other markets one should look to their domestic market. And currently there is nothing short of a revolution going on at Aldi in Germany…

Meanwhile, after years of Lidl’s growth outperforming the sector, the discounter has run out of steam and radical change is afoot. Once again Lidl acts as a trailblazer innovating in the supply chain, logistics and store design, but now against a backdrop of Aldi flying high.

While still dominated by cooperatives/mutuals Edeka and Rewe the arrival of AmazonFresh and PrimeNow has stirred up the sector in Germany. The shift to online grocery will gather steam, but this will take longer to develop than in the UK or France.

And after the Tengelmann estate has been carved up and integrated into their respective new owner’s businesses, now the focus will shift to the convenience store sector – another major opportunity in the tough German market.

As all major players have pledged record investment levels into their store estate and digital transformation, German grocery looks likely to become a beacon for store design and in store as well as store format innovation for years to come.

Table of contents

GDP & Population, EU 28 p10
GDP: EU28 2014, 2015, 2016 in €, ranked by size p11
GDP & Population: analysis and explanation p12
GDP: EU28 2016 in €, ranked by size, Germany – Finland p13
GDP: EU28 2016 in €, ranked by size, Portugal - Malta p14
Population: EU28 2017, ranked by size p15
GDP: EU28 2016, in €, per capita, ranked by size, Luxembourg – Spain p17
GDP: EU28 2016, in €, per capita, ranked by size, Malta - Bulgaria p17
EU28 Retail, On a rebound p18
Retail: EU28 2014, 2015, 2016, in €, ranked by size p19
Retail: EU28 2016, in €, ranked by size, France – Finland p20
Retail: EU28 2016 in €, ranked by size, Greece - Malta p21
Retail sizes: analysis and explanation p22
Retail: % share of GDP, EU28 2016, ranked by size p23
Retail: EU28 2016, in €, per capita, ranked by size, Luxembourg – Cyprus p24
Retail: EU28 2016, in €, per capita, ranked by size, Spain – Romania p25
Grocery Retail, Defensive sector in transformation p26
Grocery Retail: EU28 2015, 2016, 2017, in €, ranked by size p27
Grocery Retail: EU28 2017, in €, ranked by size, France - Denmark p28
Grocery Retail: EU28 2017, in €, ranked by size, Finland - Malta p29
Grocery Retail sizes: analysis and explanation p30
Grocery Retail: % share of Retail, EU28 2016, ranked by size p31
Grocery Retail: EU28 2017, in €, per capita, ranked by size, Sweden - Estonia p32
Grocery Retail: EU28 2017, in €, per capita, ranked by size, Greece – Romania p33
EU28 Retail, Growth p34
Grocery Retail: EU28 2012 - 2017, in €bn p35
Grocery Retail: EU28 2013 - 2017, in y-o-y % p36
Grocery Retail: EU28 2012 - 2017, 5 year growth rate in %, ranked p37
Grocery Retail Growth: analysis and explanation p38
Country profiles: Germany – the land of the discounters p39
Executive summary: Germany p40
Market shares and profiles, the leading players p42
Germany Grocery Retail: shares, in %, ranked by size, Edeka – Globus p43
Germany: Edeka sales bigger than €50bn, investments, Budni partnership p44
Germany: Edeka integration of Netto, Tengelmann, Bringmeister p45
Germany: Edeka and Bringmeister, online strategy p46
Germany: Edeka, Netto, Bringmeister store pictures p47
Germany: Rewe, strong growth through acquisitions in 2017 p48
Germany: Rewe raises funds to invest in its future, redesigns click & collect p49
Germany: Rewe digital moves away from pick from stores, scalable IT infrastructure p50
Germany: Rewe’s discounter Penny starts online service p51
Germany: Rewe’s outlook, store remodeling, online p52
Germany: Rewe’s click & collect, Rewe 2020 store, Penny store pictures p53
Discounters, The birthplace of Aldi and Lidl p54
Aldi: The original – split into two, an organising principle to manage complexity p55
Aldi: Figures 2011 - 16, Sued & Nord in €m, international vs domestic p56
Aldi: Benchmarks, sales densities, Sued ahead of Nord, profits and margins p57
Recent developments - Aldi Nord and Sued 2017 p58
Germany: Aldi Nord revival gathering steam, record sales per store p59
Germany: Aldi Nord closes and Aldi Sued opens stores, while both grow sales p60
Germany: Henkel lists its Pril brand at Aldi Sued p61
Germany: Aldi Nord opens new pilot store in Germany p62
Germany: Aldi Nord’s new pilot store in Germany p63
Germany: Aldi Nord’s new pilot store in Germany - store pictures p64
Germany: strategy change from pureplay private label to FMCG A brands listings p65
Germany: Aldi uses tactical promotions for FMCG A brands p66
Germany: Aldi Sued lists another Henkel brand, Schauma p68
Germany: Aldi logistics, innovation testing and optimisation p69
Germany: Amazon lockers at Aldi Sued p70
Germany: Nivea is ramping up presence at both Aldis p71
Germany: Aldi Sued lists more beer brands p72
Germany: Aldi advertising coordination between Nord and Sued p73
Germany: Aldi starts non food B2C deliveries p74
Germany: Aldi considers discounting and moving away from EDLP p75
Germany: Aldi Nord is planning €bn store investments p76
Germany: Aldi lists Jacobs coffee capsules, targeting Nespresso users p77
Germany: Aldi seeks to raise synergies in pan European buying of brands p78
Germany: Aldi Nord lists more Mueller brands p79
Germany: Aldi Sued showcases new Frankfurt store p80
Germany: Aldi Sued remodeled store of the future Frankfurt p81
Germany: Aldi Sued Frankfurt store pictures p82
Germany: Aldi Sued also announces record investments p83
Germany: Aldi Sued is relaunching its private label ranges p84
Germany: Aldi Sued in convenience stores push, to trial new format p85
Germany: Aldi discounting permanently listed FMCG A brands in promotions p86
Germany: Aldi Sued entry label private label umbrella brand, pushing organics p87
Germany: Aldi Nord is building residential mixed use schemes in Berlin p88
Germany: Aldi Nord Berlin store pictures p89
Germany: Aldi widens ranges, SKU count almost on Lidl level p90
Germany: Aldi’s new bake off stations, flexibility, price leadership p91
Germany: Aldi and bake off, the footfall driver par excellence p92
Germany: Aldi extending SKU range to record levels p93
Lidl - Schwarz’ jewel in the crown p94
Lidl: the copy cat overtaking Aldi, the original p95
Lidl: OSA, Warendruck, operational independence for Lidl and Kaufland – until now? p96
Lidl: category management, acting as the second mover p97
Schwarz: sales 2010 -17, total & domestic growth, domestic share of total p98
Lidl: strong growth essentially lfl, pan EU presence, big bang expansion p99
Lidl: store upgrades, premiumisation, bake off stations, vertical integration p100
Recent developments: Lidl 2017 p101
Germany: both Aldi and Lidl partner with SAP systems and mine big data p102
Germany: Lidl logistics and robots, going automated p103
Germany: Lidl abandons online grocery in Germany and starts cutting costs p104
Germany: Lidl becoming a tech pioneer p105
Germany: Lidl cuts back more – further savings rounds p106
Germany: Lidl attacks Amazon suppliers p107
Germany: Lidl starts using Salesforce, Lidl’s meal kit Kochzauber hits stores p108
Germany: Lidl is pushing vertical integration p109
Germany: Lidl is expanding into conurbations with its convenience concept p111
Germany: Lidl takes groceries offline and only focuses on nonfood and meal kits p112
Germany: Lidl expands Kochzauber in stores, varies the business model p113
Germany: Lidl’s recycling and plastics reduction drive, the plastics strategy p114
Germany: Lidl starts operations at new online DC in Germany p115
Germany: Lidl’s metro store, pictures p116
Online: State of play p117
Germany: Online state of play, AmazonFresh effect minimal – so far p118
Convenience stores, more potential synergies to come p119
Germany: the remaking of the convenience store market p120
Organics: Structural change in an established market p122
Germany: structural change in the sector as the majors pile in p123
Germany: dennree, Alnatura, Basic store pictures p124
Germany: Organic boom continues, sales over €10bn for the first time p125
Outlook p126
Outlook: Amazon? Aldi comes back with a vengeance p127
Sources p128
Chart 1 GDP: EU28 2014, 2015, 2016 in €, ranked by size p11
Chart 2 GDP: EU28 2016 in €, ranked by size, Germany – Finland p13
Chart 3 GDP: EU28 2016 in €, ranked by size, Portugal – Malta p14
Chart 4 Population: EU28 2017, ranked by size p15
Chart 5 GDP: EU28 2016, in €, per capita, ranked by size, Luxembourg – Spain p16
Chart 6 GDP: EU28 2016, in €, per capita, ranked by size, Malta – Bulgaria p17
Chart 7 Retail: EU28 2014, 2015, 2016, in €, ranked by size p19
Chart 8 Retail: EU28 2016, in €, ranked by size, France – Finland p20
Chart 9 Retail: EU28 2016 in €, ranked by size, Greece - Malta p21 Chart 10 Retail: % share of GDP, EU28 2016, ranked by size p23
Chart 11 Retail: EU28 2016, in €, per capita, ranked by size, Luxembourg – Cyprus p24
Chart 12 Retail: EU28 2016, in €, per capita, ranked by size, Spain – Romania p25
Chart 13 Grocery Retail: EU28 2015, 2016, 2017, in €, ranked by size p27
Chart 14 Grocery Retail: EU28 2017, in €, ranked by size, France - Denmark p28
Chart 15 Grocery Retail: EU28 2017, in €, ranked by size, Finland - Malta p29
Chart 16 Grocery Retail: % share of Retail, EU28 2016, ranked by size p31
Chart 17 Grocery Retail: EU28 2017, in €, per capita, ranked by size, Sweden - Estonia p32
Chart 18 Grocery Retail: EU28 2017, in €, per capita, ranked by size, Greece – Romania p33
Chart 19 Grocery Retail: EU28 2012 - 2017, 5 year growth rate in %, ranked p37
Chart 20 Germany Grocery Retail: shares, in %, ranked by size, E.Leclerc - Aldi p43
Table 1: Grocery Retail: EU28 2012 - 2017, in €bn p35
Table 2: Grocery Retail: EU28 2013 - 2017, in y-o-y % p36
Table 3: Aldi: Figures 2011 - 16, Sued & Nord in €m, international vs domestic p56
Table 4: Schwarz: sales 2010 -17, total & domestic growth, domestic share of total p98