Tesco Share Discussion Threads

[loganair] 31/5/2019 13:55

I remember when I wasa manager for a Dixon store and they stocked depending on the size of the store rather then what a particular store could sell lots of and what didn't sell.

[philanderer] 31/5/2019 13:34

:-)

'Sun and sport to boost UK beer and pizza sales this weekend'

[muffinhead] 30/5/2019 13:22

Thanks Loganair
Do you have a weblink for the Lidl numbers?

[konradpuss] 30/5/2019 10:55

johnma_ Underscore is right. A bit of analysis might help to support your contention.

[gswredland] 30/5/2019 10:35

Crazy eh
295 get real

[toon1966] 30/5/2019 10:31

...a 5p cut, I wonder how much the analysts get paid!

[philanderer] 30/5/2019 09:59

30th may Deutche 'buy' tp 295p cut from 300p

[hazl] 29/5/2019 20:55

We have had a good run and the market generally is not good today.
Logonair just taking advantage.
However, what is disappointing is that at our local Tesco, and out of their control, the easiest route for us has roadworks and delays with diversion to make it a ten minute longer drive.
A member of staff said it had had an effect on footfall.
Tragically ,it's going to be left as a cycle and bus route so guess they might have to change something. Location?

[philanderer] 29/5/2019 20:51

Wise words ;-)

[philanderer] 29/5/2019 19:52

loganair ,have you a position in TSCO or just watching ?

[loganair] 29/5/2019 19:07

In 2015 Lidl in the UK passed £4bln in turn over for the year.

Lidl are planning to open an new 400,000 sq ft warehouse in London to add and in addition to the 290,000 sq ft warehouse they already have in London.

Most of Lidl's new stores are freehold and they've added 12 new stores in the past 2 weeks alone.

At the beginning of this year Lidl were already operating well in excess of 700 stores while Aldi was at over 1,000 stores.

[muffinhead] 29/5/2019 18:37

What I don't understand is that the turnover of Aldi Stores Ltd is £10 Billion to December 2017 and the turnover for Lidl Great Britain Ltd £474 million to Feb 2018

Sources from companies house:
Aldi
Lidl

So how does Kantar get market shares, Lidl to be
5.4% and Aldi 7.3% May 2018 when Aldi's turnover is 21 times that of Lidl?

Lidl market share to me looks wrong unless I am missing something

[muffinhead] 29/5/2019 18:33

I understand what you are saying Loganair, but you completly missed the point of my post... You can do better than cut and paste!

We only have the 2018 accounts for Aldi and Lidl to compare their market share against revenues. So ignore 2019 for now and also M&S which has been selling food for a long time which is careless of Kartar

[loganair] 29/5/2019 17:49

Market share over the past year...as per usual Kantar do not include M&S who have around 3.3% market share - Nielsen in brackets:

..............12 Weeks 20 May 2018....12 Weeks 19 May 2019

Tesco............27.7%.....................27.3%.(26.5%)
Sainsbury........15.7%.....................15.2%.(14.2%)
ASDA.............15.4%.....................15.2%.(13.7%)
Morrison.........10.5%.....................10.4%.(.9.8%)
Aldi..............7.3%......................8.0%.(.9.5%)
Co-op.............6.0%......................6.1%.(.5.0%)
Lidl..............5.4%......................5.8%.(.6.4%)
Waitrose..........5.1%......................5.1%.(.4.2%)
Marks & Spencer..................................(.3.2%)
Iceland...........2.1%......................2.1%.(.2.3%)
Ocado.............1.2%......................1.3%

As can been seen over the past year Aldi/Lidl gained 1.1% market share while Sainsbury's and Tesco's where the biggest losers.

[muffinhead] 29/5/2019 17:43

What I don't understand is that the turnover of Aldi Stores Ltd is £10 Billion to December 2017 and the turnover for Lidl Great Britain Ltd £474 million to Feb 2018

Sources from companies house:
Aldi
Lidl

So how does Kantar get market shares, Lidl to be 5.4% and Aldi 7.3% when Aldi's turnover is 21 times that of Lidl?

Lidl market share to me looks wrong unless I am missing something

[muffinhead] 29/5/2019 17:23

Karl Albrecht will be 95 in July and Theo Albrecht will be 89 in July. Both brothers own Aldi

Dieter Schwarz will be 80 in Spetember and owns Lidl

Together the three gentlemen will be the richest people in the cemetery and need to have their succession plans in place

[nathdani] 29/5/2019 15:05

others are down less than half tescos 5%.

[gswredland] 29/5/2019 14:45

Sharp decline here as with all retailers

[loganair] 29/5/2019 11:08

Market share over the past year...as per usual Kantar do not include M&S who have around 3.3% market share:

12 Weeks 20 May 2018....12 Weeks 19 May 2019

Tesco............27.7%.....................27.3%
Sainsbury........15.7%.....................15.2%
ASDA.............15.4%.....................15.2%
Morrison.........10.5%.....................10.4%
Aldi..............7.3%......................8.0%
Co-op.............6.0%......................6.1%
Lidl..............5.4%......................5.8%
Waitrose..........5.1%......................5.1%
Iceland...........2.15......................2.1%
Ocado.............1.2%......................1.3%

As can been seen over the past year Aldi/Lidl gained 1.1% market share while Sainsbury's and Tesco's where the biggest losers.

[loganair] 29/5/2019 11:07

The UK's 'Big Four' retailers failed to post an increase in sales between them in the 12 weeks to 9 May, according to the latest grocery market share figures from Kantar.

According to the data, market leader Tesco posted a 0.0% increase in sales in the period, to sit on 27.3%.

Second-placed Sainsbury's and rival Asda are now neck and neck on 15.2% market share, with the former seeing a 1.7% decline in sales in the period, and the latter seeing a 0.2% decline.

Even fourth-placed Morrisons saw a 0.4% decline in sales in the period, to sit on 10.4%.

Tesco Benefits:

Commenting on the findings, Chris Hayward, consumer specialist at Kantar, said that while Tesco fell flat, it is still seeing a boost from its Exclusively at Tesco products, as well as its '100 years of value' campaign, to promote its centenary.

"Looking ahead, the supermarket will be hoping the decision to make lines from its Jack’s discount arm available in store throughout May will pique customers’ interest and generate incremental sales.”

On Sainsbury's performance, Hayward added, "Sainsbury’s is approaching its own anniversary a bit differently from rival Tesco – as well as reflecting on the past 150 years and including the Queen in celebrations, it is also looking forward and championing smaller brands with its Future Brands initiative."

Discounter Drive:

The strongest performer in the period was discounter Aldi, which increased its sales by 11.1% to sit on 8.0%, closing the gap further on fourth-placed Morrisons.

Similarly, Lidl grew its sales by 8.5% in the period, to hold 5.8% market share, just behind the Co-op.

"The discounters continue to attract customers with nearly one million more households visiting Aldi compared with last year and an additional 630,000 shopping at Lidl," commented Hayward. "Around 75% of growth at both supermarkets is coming from the ambient and chilled aisles as people opt for value in a greater proportion of their basket."

Ocado, with a 6.4% sales increase, was the third fastest-growing retailer in the latest market share figures.