The discount channel is set to add more than €30 bn of sales by 2022 in Europe, more than any other modern retail channel in the region. This report will give you key data and insight to help you better understand why this is a channel of growth for the future and identify where the opportunities for growth are.

We summarise five trends that will shape the discount channel globally in 2021 and beyond. These trends, including championing value and the focus on the physical store apply to both food discounters and variety discounters. 

In this report we explore several online grocery models and services and share our views on the likeliness of their roll out by discounters. We will also review what solutions several different discounters have already tested and are rolling out in Europe, North America and Latin America.

Variety discounters are an increasingly important part of shoppers’ repertoire, competitors of grocers and an alternative route to market for brands. In this presentation we combine our retail and shopper knowledge to understand the key trends shaping the variety discount channel.

 In this report we look at each of the major discounters and highlight their latest developments. We explore five themes for how the channel is evolving and provide some hypotheses for how the channel could evolve further in the next five to 10 years. 

Aldi Süd is expected to generate an additional €14 bn in sales globally between 2020 and 2022. We review its strategic priorities, the sales outlook to 2022 and the impact of COVID-19 on its model.