At the 2026 Global Consumer & Retail Conference in Manhattan on October 8, DRC and Santander discussed how discount grocers are reshaping food retail worldwide, and why investors are paying attention. The deal flow is clear. This year, Aldi Süd took a minority stake in Philippine hard discounter Dali, which has grown to more than 1,300 stores since 2020. In 2024, Mexico’s Tiendas 3B raised close to $600 million in its NYSE listing. Strategic investors and public markets are n

One thing is clear: the price increase is not solely due to increased production costs, crop failures, or energy prices. The four major food retailers control 80 percent of the market, half of which is accounted for by Rewe, Edeka and the discounters. What pricing power do they have vis-à-vis food manufacturers or consumers? The report follows the journey of food from the producer to the supermarket shelf. Conversations with farmers and a look behind the scenes of industrial

The recent visit of a second group of 17 prominent Chinese retailers and FMCG manufacturers to the Netherlands and Germany provided a valuable opportunity to deepen their understanding of the discounter model and value chain, which has not fully penetrated China's grocery sector. This visit followed the first group's trip in May this year. See: China: Chinese retailers exploring German discount retail ( discountretailconsulting.com ) During the visit, the delegation toured di

A recent visit of 30 prominent Chinese retailers to Germany was a valuable opportunity to gain a deeper understanding of the discounter...

Spain: DIA will reform or relocate more than half of its 4,200 stores between 2021 and 2023

Global: Private Label Brands continue to advance