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China: DRC's Interview - 折扣店是个漫长赛道,开到500家门店才有可能整体盈利
DRC折扣零售咨询公司合伙人马克·胡珀曼斯(MarcHouppermans,以下简称马克)曾经在全球知名折扣店品牌Aldi任职13年,一度做到Aldi荷兰董事总经理的职位,全面负责Aldi在荷兰的门店扩张、供应链建设与自有品牌开发。近年来,他又以咨询顾问的身份参与了多个中国折扣店项目。 眼下,折扣店在中国已经形成燎原之势:盒马旗下超盒算NB门店数超过了400家;奥乐齐已有100余家门店,并且宣布要今年开出至少50家门店;而快乐猴、京东折扣超市两家互联网平台旗下的折扣店项目也加快开店速度。 在这样的背景下,《第三只眼看零售》专访了这位折扣业态的老兵,请他以“过来人”身份对中国折扣店发展进行复盘。 在马克看来,折扣店是一个漫长的赛道,需要开到500家门店才能实现整体盈利。“奥乐齐在澳大利亚和美国市场都是门店数到了500家以后才开始盈利的,在中国也会是这样一个趋势”,马克表示。 他认为,折扣店代表企业Aldi在欧洲是定位全客层消费的,但在中国,更多的中产阶层到奥乐齐消费,而中低收入群体通常在农贸市场购物。折扣店要得到中国全客层消费者的接纳,预计还需要1
Apr 159 min read


Global: The New Retail Moves of Aldi & Lidl — Can Suppliers Still Make a Profit?
Discount Retail Chains in Europe are rewriting the rules for Fast-Moving Consumer Goods (FMCG). Aldi and Lidl are no longer just "cheap supermarkets"; they are highly optimized machines driven by: Limited SKUs (less variety, higher volume per item). Private Label Dominance (selling their own brands). Hyper-efficient Supply Chains. For global suppliers, this represents both a golden opportunity for massive volume and a threat of being sidelined if they cannot adapt. 1. Lidl’s
Mar 203 min read


Portugal: Jerónimo Martins expanded aggressively: 215 new stores & Biedronka’s international rollout
Discount Retail Chain Biedronka and Ara's parent company Jerónimo Martins has successfully navigated a challenging 2025, a year defined by moderate consumer spending and heightened price sensitivity, by remaining steadfast in its strategic priorities. These focus areas included price leadership, continuous product portfolio innovation, and a commitment to enhancing store quality. All brands under the Jerónimo Martins umbrella, discounters Biedronka, Ara, and supermarket Pingo
Feb 102 min read


Poland: discounter Biedronka and ARA increase profits and revenues
Discount Retail Chain Biedronka whose main market is Poland booked a net profit of €214 million (US $250 million) in the quarter. Net sales rose nearly 8% to €9.14 billion and earnings before interest, taxes, depreciation and amortisation (EBITDA) increased about 12% to €664 million. 'We confirm the outlook disclosed on 1 August 2025. In an uncertain environment, our banners remain committed to ensuring price competitiveness, sustaining consumer preference, and reinforcing o
Oct 31, 20251 min read


Germany: Record year for Lidl
Discount Retail Chain Lidl Foundation has achieved the highest profit in its history. Despite ongoing economic challenges and intense competition, Lidl has not only maintained but expanded its position in global food retail. The significance of this achievement lies not just in the numbers, but in how it was accomplished. In an era of high inflation, shifting consumer habits, and rising costs for energy, logistics, and personnel, Lidl demonstrates that consistent process opti
Oct 31, 20253 min read


Poland: Lidl announced its financial results
Discount Retail Chain Lidl Polska generated sales revenues of PLN 41.3 billion (US$ 11.4 Bn). Gross profit amounted to PLN 2.15 billion...
Sep 15, 20251 min read


Philippines: Hard discount stores Dali and O!Save disrupt retail market with soaring sales
Discount Retail Stores Dali and Robinsons Retail Holdings Inc.'s affiliate, O!Save, are giving stiff competition to traditional...
Sep 1, 20253 min read


Poland: HalfPrice has one of the highest results in the retail sector
Discount Variety Retail Chain HalfPrice, the off-price concept of the CCC Group, is dynamically increasing the scale of its operations,...
Aug 22, 20253 min read


Colombia: Tiendas D1 becomes market leader
Discount Retail Chain Tiendas D1's owner the Valorem Business Group, announced its 2024 operating results, which highlight its...
Mar 14, 20252 min read


USA: Dollar General hits $40B in fiscal year net sales for first time
Discount Variety Retail Chain Dollar General hits, for the first time in company history, $40 billion in a fiscal year. The discount...
Mar 14, 20253 min read


Serbia: Lidl achieved lower profits as interest rate expenses increased
Discount Retail Chain Lidl made a profit of 1.7 billion dinars (about 14 million euros) in Serbia in the last business year. Lidl took...
Feb 11, 20253 min read


UK: Lidl swings back to profit, will it maintain its position as UK grocery’s star performer?
Discount Retail Chain Lidl UK has bounced back to profit this year, swinging from a £76m loss to a £43.6m pre-tax profit, as it...
Nov 25, 20244 min read


Ireland: Aldi's pre-tax profits dip but sales up 3.4%
Discount Retail Chain Aldi Ireland has reported higher sales figures for 2023 but lower profits for the year. Aldi Ireland said its sales...
Nov 25, 20242 min read


Netherlands: Action is now worth more than AHOLD after profit jump
Discount Variety Retail Chain Action is already worth around 32 billion euros. This is more than the parent company of Albert Heijn,...
Nov 17, 20243 min read


Philippines: DALI still in red, but sees rosy prospects
Discount Retail Chain DALI Everyday Grocery remains in the red three years after opening its first store in the country. Hard Discount...
Aug 9, 20242 min read


Lithuania: Lidl fights to regain price leadership
Discount Retail Chain Lidl Lithuania is struggling to regain momentum. Last year, the Schwarz discounter posted the lowest revenue growth among the country’s top food retailers. The abolition of paper leaflets in spring 2023 might have been instrumental in the drop in customers’ favor. Domestic competitors Maxima and Norfa are competing successfully with Lidl’s discount concept. Lithuania’s Lidl has announced its financial results for the year ended February 2024. According t
Aug 2, 20243 min read


Denmark: New discount variety retail chain brings home first profits
Discount Variety Retail Chain Big Dollar reached already two years after opening its stores in Denmark a profit of millions DKK. With the...
Jul 11, 20242 min read


UK: Discount Chain B&M Confident About Profit Outlook
Discount Variety Retail Chain B&M European Value Retail S.A. said it was confident on its outlook for profit growth in the year ahead,...
Jun 6, 20242 min read
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