n.304

US retail: Trump’s ‘Liberation Day’ move raises concerns over higher prices and reduced competitiveness


These concerns are shared by organisations representing manufacturers and suppliers of consumer packaged goods..."there are critical ingredients and inputs that must be imported due to limited domestic availability. Increasing tariffs will not bring these inputs back to the US" . To better understand the problems of chains like Walmart (€681 billion in sales, 2.1 million employees) read here.

InflationWalmart
 

n.301

The shareholder loan of the Coop system decreases further from 8 billion in 2019 to 7.1 billion in 2023


Eurospin asserts itself as the queen of cumulative profits between 2019 and 2023: EUR 1.56 billion. The largest increase in turnover in 2023 was realised by FG Holding (i.e. Magazzini Gabrielli, 23.2% on 2022) followed by Multicedi ( 18.9%), Verofin (Tigros) ( 18.3%) and Supermercati Tosano Cerea ( 18.2%), too bad we do not know what they have invoiced net of acquisitions. Source

Coop
 

n.295

Wine with, without alcohol and winetours


On alcohol-free wine, the EU goes against the positions of Coldiretti (opposed to alcohol-free wine perhaps because its membership base does not like it? Or because progress is against it, as in the case of cultivated meat?). On the phrase - see below - by Roberta Garibaldi 'The drop in consumption is fought with winetours to producers' homes' we are very doubtful: those who do not consume do not go to the cellar.

AgricultureColdirettiMeat
 

n.294

Tesco will give away expired food to customers


This is a trial that will be carried out in selected Tesco Expresses. Source This is very difficult to do in Italy: in Esselunga we had a 50% discount on fish and many employees hid the packets in the back of the supermarket in the morning and then took it to the till in the evening. At Dominick's, in dairy products, for example, there was a discount when the yoghurt expired but there was a risk, in my opinion, of poisoning the customers.

Dominick'sEsselungaTesco