Costco: rising sales and profits
The wholesale giant’s sales were driven by fuel sales – particularly cheap at Costco – and the inclusion of GLP-1 drugs in loyalty programmes
Walmart says customers are rationing petrol because of the impact of the war in Iran on their wallets
Speed of delivery, delivery – even of pre-cooked food -, subscriptions and advertising are Walmart’s weapons in a rapidly deteriorating environment
Tesco’s figures as at 28 February 2026
Tesco, in a scenario that is heavily clouded – inflation in the UK is at 4% – is in a strong position in front of its rivals (traditional supermarkets and discounters).
The ersatz era: the replacement food revolution
Substitute foods are a mature segment that responds to environmental, health, ethical and economic needs. Food technology has made extraordinary progress in replicating flavours and textures
Chocolate without cocoa?
For years, cocoa was treated as a commodity: present in hundreds of references, manageable with seasonal contracts, relatively stable. Between 2024 and 2025 this approach was staravolta
Supermarket: the American dream
The supermarket idea turned out to be a move for which there were no answers, and in the long run one of the moves that led the US to win the cultural and economic game they played with us on the chessboard of Europe
Target (USA): recovery through artificial intelligence
Target, one of the largest US retail chains, has invested $6 billion this year in shops, people and technology. The reason: after years of declining sales, cluttered shelves, high prices and unattractive products, the company has decided that recovery comes through artificial intelligence
US GD undermined by German discounters tries to win over rural dwellers
How the war for market shares in food and non-food is evolving
In the midst of the book market turmoil, the Hoepli family business goes into liquidation
When there is so much animosity, stepping aside is difficult. Not least because in a company there is history and identity, family but also individual.
Easy to say with hindsight, but a compromise, to the detriment of individuals, to save the company, is always desirable.
Factory Positioning: questions and answers
Notes in preparation for the meeting: to better understand the content I recommend watching the video
The government punishes organic and promotes wine
Do we put a spoke in the wheels of organic food, encouraging the ingestion of pesticides, and promote wine, the abuse of which is carcinogenic? More attention to the health of citizens would not hurt.
Eurospin asks suppliers for a ‘financial contribution of 3%’: Icqrf opens investigation for prohibited business practices
Eurospin is a brilliant chain with very interesting commercial initiatives. Too bad it gets lost in these kinds of initiatives that, in my opinion, risk damaging its image
