Those who know how to combine territorial rootedness, industrial discipline and effective adoption of new technologies will be able to turn market complexity into a sustainable advantage
Cibo: un terzo degli acquirenti mangia di più a casa, compra più prodotti a marchio del supermercato e fa acquisti all'ingrosso Progressive Grocer.
Vino: i rivenditori o grossisti di vini e liquori statunitensi stanno riscrivendo i menu o rifornendo gli scaffali dei negozi con opzioni più economiche a causa dei dazi imposti sulle importazioni provenienti da regioni produttrici di alcolici come l'Europa a partire dallo scorso anno Reuters.
Sotto due prodotti della "private selection", gamma premium di Kroger, quarto distributore degli USA.
In estrema sintesi è un brutto momento per le marche leader e per i grandi vini che rischiano di essere spodestati da prodotti che costano di meno dei loro. Ciò spiega, almeno in parte, alcune cessioni, avvenute ultimamente in casa Nestlè e Unilever.
"Considering that the diesel component accounts on average for about 30 per cent of the total cost of transport and that in the last month the price of diesel has risen by more than 8 per cent, we therefore ask for an economic contribution of at least 3 per cent on the costs charged.
Walmart has launched a ChatGPT-based experience that will allow shoppers to find products in AI-based chat and then purchase them in a personalised Walmart environment, OpenAI, the parent company of ChatGPT, said this week.
According to the company, this initiative links the product search functionality within ChatGPT to shoppers' accounts, loyalty programmes and payments with Walmart. The experience is available via web browser and will also be launched with access via iOS and Android apps.
Walmart's new ChatGPT-based experience represents a change from the retailer's previous OpenAI strategy. In October 2025 , Walmart had announced a partnership with OpenAI to allow its customers to shop using Instant Checkout on ChatGPT. Walmart's latest move marks a step back from Instant Checkout functionality....
Source
I had written on the subject here
In essence, Lidl wants to become a brand and is doing so consistently
Danone announced on 23 March 2026 the acquisition of UK-based Huel for close to EUR 1 billion. Huel, known for its nutritionally complete ready-to-eat meals and powders, is a key piece in the 'Renew Danone' strategy to dominate the market for healthy, plant-based foods.
Huel sells directly to consumers.
For generation Z, search - pure - via search engines is now a minority: 42%
According to IGD's most recent analysis, the discount channel is confirmed as the physical food retail segment with the strongest growth globally by 2030, reinforcing a positioning that in recent years has progressively evolved from a simple price lever to a highly competitive and innovative retail model. In fact, the "Global discount trends 2026" report shows that discounters will register a compound annual growth rate of 4.8%, almost one percentage point higher than the 4.0% expected for the overall grocery market, a sign of a structural dynamic that continues to reward efficient formats, streamlined assortments and a strong value orientation.
Underlying this expansion are several converging factors, including persistent consumer demand for convenience, expanding sales networks, and a growing capacity for innovation in both product and operating models. As Dan Butler, insight partner at IGD, points out, discounters are no longer perceived as...
In this scenario, operators such as Aldi and Lidl will continue to play a dominant role, with combined sales estimated at $334 billion by the end of the decade, supported by private label investments, international expansion and advanced pricing and loyalty models. In parallel, the report points to even faster growth for so-called variety discounters, such as Action and Dollar Tree, which could reach a CAGR of 6.3% due to strong demand for low-priced non-food products and increased impulse buying...
Source
while the consumer goods giant considers how to streamline its portfolio and strengthen its focus on higher growth segments, in particular beauty and wellness.
And Unilever is in talks to sell its food division to smaller US rival McCormick.
McCormick - which produces spices - is in talks with Unilever for a food business worth about $30 billion.
Compiled 19 March, updated 22 March 2026
