Germany Grocery 2018 ReportRelease 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 |