“German Discounter Lidl Adds Double Threat to Walmart’s Model” Kim Sousa, City Wire, March 31, 2016

April 4 2016 No Commented
  • “Consumers in the U.S. have not yet experienced “frugal fatigue” as they became more price and value conscious during the 2008 recession.
  • “The combination of value retailers, which will be further lifted by the impending arrival of Lidl, and increased grocery price transparency should be a wake-up call for Walmart as well as for traditional supermarkets.
  • I would not limit my concerns that Walmart might have to Aldi and Lidl. While the combination of these two have done a terrific job of communicating their value proposition, the other value retailers, particularly the dollar stores are also real threats to Walmart. Dollar stores now carry over 60% consumable products at prices that are lower than Walmart.
  • The value proposition of Aldi, Lidl and dollar stores when combined with their small (manageable) store size is a double whammy for Walmart.”
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