Europe news & analysis

28 April 2020
Grocery market growth slowed from the exceptional rate of 20.6% in March to 5.5% over the last four weeks, according to new Kantar data. In this article, we explore the performance of key retailers as life under lockdown becomes the new normal for British shoppers. Out of home consumption reverts to the home Take home grocery sales grew 9.1% in the 12 weeks to April 19th. There was a lack o...
28 April 2020
Lidl Germany made a strong debut on TikTok, on 27 April, with more than 36m views for its viral #movelikelidl challenge on its first day! Promoting its careers to a new audience With its presence on TikTok, Lidl is expanding its social media activities alongside its existing accounts and channels, Instagram, Facebook and LinkedIn. The new platform enables the discounter to better reach stud...
28 April 2020
Following its acquisition of Lekkerland in 2019, Rewe continues to look for further acquisition opportunities to complement its existing businesses. Long-term view Despite the significant effects of the Coronavirus (COVID-19) pandemic, Rewe is taking a long-term view and therefore wishes to continue investing in its retail and tourism businesses. The immediate impact of the pandemic has bee...
27 April 2020
France-based Casino said first quarter sales rose 7.9% in organic terms, while it enjoyed same-store sales growth of 6.4% across its three divisions: France Retail, Cdiscount and Latam Retail. Total net sales fell by 0.8%, to €8.3 bn, due to the store disposals and closures it undertook in 2019. The retailer, as part of its Q4 results announcement, had already removed guidance for its 2020 full f...
27 April 2020
In this article we look at what UK variety discounters are doing to address the challenges created by the Coronavirus (COVID-19) outbreak. Temporary store closures B&M will be closing 49 stores as a response to the current trading conditions. The retailer has not announced what stores these will be, but has said it is likely they will be small format stores Poundland will be closing 1...
27 April 2020
As part of its first quarter results, Nestlé discussed the impact the coronavirus pandemic had had on all parts of its operations and how it had performed in China towards the end of the quarter as the country exited the worst effects of its lockdown. 1. China exiting the quarter ‘gradually’ Given China was loosening its lockdown towards the end of the quarter, Nestlé discussed what it was ...
27 April 2020
Following Unilever’s first quarter results we look at five key takeaways from the announcement and the impact that the coronavirus has had on its operations. 1. Change has required new ‘Agile markets organisation’ As a reaction to the pandemic Unilever said it had established a new structure to manage the organisation through its response to coronavirus. The five workstreams were built arou...
26 April 2020
In this article, updated daily, we summarise the latest responses to the Coronavirus (COVID-19) pandemic in the UK: Multiples update: Tesco opens first NHS Nightingale hospital stores:  Tesco has opened stores at the NHS Nightingale hospital, at London's ExCeL centre and the National Exhibition Centre in Birmingham. Open 24 hours a day and staffed by colleagues from nearby stores, they ...
24 April 2020
We summarise the latest news from France as the country deals with the effects of the coronavirus pandemic. All non-essential stores to reopen on 11 May Bruno Le Maire, France’s economy minister, announced on 23 April the plan is for all non-essential stores to be able to reopen at the end of the lockdown measures, on 11 May. However, this date could change from one region to another, as so...
23 April 2020
Announcing its first quarter results, which were ‘ stronger than [it] had anticipated ’ Danone underlined why it believed its long term One Planet. One Health. strategy remained ‘ so relevant, urgent and meaningful ’. Shift in consumption patterns affected operations Danone highlighted the several shifts its operations have had to deal with during the first quarter. Initially it said had se...