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Large-scale retail: Luigi Rubinelli’s explanation of the Greater Milan area


... Esselunga's best competitor is Iper la grande I (Finiper), but also Lidl and Eurospin. A separate argument should be made about Tigros and Iperal, which, in fact, are somewhat smaller Esselunga stores with less extensive and deeper assortments, but where it is probably easier to shop in less time. To this must be added the presence of bistros with good value for money. And then, you must allow us, the presence of a convincing fruit and vegetable department. This is because, beyond the performance of the grocery-salon, the main reason for shopping in a supermarket remains the fruit and vegetables, whether one likes it or not. It is a pity, dear Luigi, that the fruit and vegetable departments are - in general - increasingly pitiful and it is a race to see who is 'less worse' (although Coop Fi might be an exception) Below: Daniele Tirelli's analysis of Goodwill - corporate goodwill - related: Localism. Here is the other key word emphasised by the seventh edition of CX Store Research. Esselunga's declining trend is what attracts attention more than any other fact: a brand that for decades represented the absolute benchmark of quality in Italian food retail is now seeing its Relative Goodwill eroded not by a stronger national competitor, but by a constellation of local brands that surround and undermine it - each in its own catchment area - with value propositions credible enough to intercept the incumbent's customer, i.e. the one who appreciates Esselunga's quality but sees an overpricing... Thanks to Mario Gasbarrino Edited 12 May, updated 24 May 2026

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How Walmart is taking over empty pharmacies to speed up deliveries


The US retail giant builds last-mile warehouses in repurposed spaces to counter Amazon's advance in the food sector. Walmart has long argued that its 4,600 shops in the US represent a competitive advantage in e-commerce due to their proximity to customers' homes, enabling delivery in less than three hours to 95% of the country. But picking groceries and merchandise inside a 180,000-square-foot Walmart Supercenter is time-consuming, and online order pickers in the aisles can get in the way of regular customers, who are more profitable. Walmart Depots are not open to the public. They are satellite shops of about 20,000 square feet (about 1,860 square metres) accessible only to on-call workers who use the Spark app for deliveries, to pick up orders and deliver them to customers. The depots only stock popular household items and are supervised by the managers of neighbouring Supercenters. They have no sign outside and, from the description, resemble the dark stores of quick commerce. Below: a dark store in Milan

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Which US foods will enter Europe duty-free


With this agreement, the EU eliminates customs duties on all US industrial products and grants preferential market access for a wide range of US fish and agricultural products including nuts, dairy products, fresh and processed fruit and vegetables, processed foods, seeds, soybean oil, pork and bison meat, as well as lobster both fresh and processed. In parallel, the regulations introduce strong safeguards to protect the European industry. A system of constant monitoring of trade flows will be in place, allowing rapid intervention in the event of sudden and damaging increases in US exports. In specific circumstances, the EU will also be able to suspend tariff concessions in whole or in part, thus enhancing its ability to respond to any imbalances. The new market access regimes will remain in force until the end of 2029 with the possibility of extension... Source

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Grand Frais: the approach to fruit and vegetables


I found this advertisement in Le Monde a few days ago. It says that 'We have revived the oldest profession in the world: tasting. To ensure that our strawberries are fragrant, we taste them before we put them on sale'. Sensible you might say. I would add: the owners should try them, since controlling what the buyers do in the fresh section is more complicated than in the branded section.

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Carrefour (GS) : revenues of 803 million and a loss of 22.7 million


The new Carrefour opens the first hole in NewPrinces' balance sheet. The retail chain, owned by the NewPrinces group since last December, closed the first quarter of 2026 with revenues of EUR 803.1 million, an Ebitda of EUR 18.1 million and an operating loss of EUR 22.7 million. The company emphasised, however, that the Princes retail division (the business unit of Carrefour that will take over the GS brand) in the March-April two-month period recorded 'an Ebitda growth of 240% compared to the same period last year, benefiting from the first synergies resulting from the integration, promotional optimisation and operational efficiency actions implemented by the management'. In light of the performance recorded in the first months of the year, the management believes that the Ebitda of the retail perimeter in 2026 "could be in the range of EUR 110-120 million, ahead of management's initial expectations". Source

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EU reaches provisional agreement to finalise trade deal with US


The European Union reached provisional agreement on Wednesday on a bill to eliminate import duties on US products, a key element of the trade deal reached with Washington last July, in a move that is likely to prevent higher US tariffs on EU products. Under the agreement reached last July at the Turnberry golf resort in Scotland, owned by US President Donald Trump, the EU agreed to eliminate tariffs on US industrial products and grant preferential access to US agricultural and seafood products. In return, the US would impose 15% tariffs on most EU products. Reuters. We reported on it here : US-Europe relations : hormone meat, GMOs, pesticides, food safety and tariffs. The real ones

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For Librerie.coop fifth year in profit and six new openings on the way


... Sales amounted to around EUR 43 million, with an EBITDA of around EUR 1 million. A ratio of revenues to margins that is certainly not exceptional, in an absolute sense, but characteristic of the book business. A result, says the company, which is particularly relevant in a shrinking market context (-2.1%), against which Librerie.coop recorded growth of almost 3%... Librerie.coop is wholly owned by Coop Alleanza 3.0 and has a network of around 100 outlets. There are 40 traditional bookshops, 11 of which are located in historic city centres (two in Bologna, Imola, Modena, Reggio Emilia, Genoa, Mantua, Piombino; Formia, Pesaro, Mestre and Udine); there are more than 60 bookshops within the large-scale retail trade.

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Calbee, which produces half of Japan’s snacks, removes dyes from its products due to the oil crisis in the Middle East


Japan's most famous crisp brand will remove the colour from its packaging this month as the war in the Middle East squeezes supplies of oil-based dyes and manufacturers grapple with 'ink inflation'... Japan depends on the Middle East for more than 90 per cent of its crude oil and the government criticised Calbee's announcement. Japan's deputy chief government secretary Kei Sato stated that the authorities 'have not received any reports of immediate supply problems at this time, and we believe that the necessary supplies for Japan as a whole are currently secure'... Some analysts said Calbee's move bore the hallmarks of a public relations stunt designed to generate attention and show the company taking drastic measures before raising prices... Clever marketing move or not, the 'Calbee phenomenon' is certainly a sign of the inflationary wave and the tensions that are washing over the FMCG world. distribution and the world economy in general. In fact, the US-Israeli war with Iran has already cost companies around the world at least $25 billion - and the bill is rising, according to a Reuters analysis: at least 279 companies have cited the war as a trigger for defensive actions to blunt financial setbacks, including price increases and production cuts, the analysis shows. Others suspended dividends or buybacks, laid off staff, added fuel surcharges or requested emergency government assistance.

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The best ‘supermarket’ pesto? Discount stores win


At the top of the ranking are two Md and one Lidl-branded product: Lettere dall'Italia (Md) Pesto alla Genovese, with 42 points out of 100; Lettere dall'Italia (Md) Pesto alla Genovese without garlic, also with 42 points; and Vemondo (Lidl) Pesto vegano al basil, with 41 points. What rewards the two Md pestos is above all the composition: the percentage of basil in the recipe is 63% basil, with a minimal oil component compared to the competitors. Lidl's vegan pesto, on the other hand, contains no cheese and has a reduced content of both calories and saturated fat. Data that despite placing these jars at the top of the ranking, do not in fact speak for themselves.. Scarce: Alce Nero, Barilla, Biffi, Buitoni, Polli, Tigullio, Carrefour, Conad, Coop, Esselunga, Pam, Lidl, Eurospin, Md (which reference is not known).. Source: Altroconsumo, via Repubblica