Publication this afternoon of Kantar market shares for the P11. We quickly move on to the three independent groups whose growth is worthy of a metronome (+0.2 for Leclerc, +0.3 for U and +0.9 for Intermarché which still benefits half from the takeover of Casino ).
The most spectacular? Carrefour, which nibbles 2.4 market points. This is certainly exactly the level of market share of the Cora/Match combination last year at the same time, but it is still a positive thing for Carrefour. And, by deduction, the sign that Carrefour has maintained its positions elsewhere. We would almost end up being satisfied with it! Another significant development, especially since the stock effect plays little role: Lidl, + 0.4 pt. Little by little, the brand is emerging from the period of hyperinflation.
That leaves Auchan, Casino and Aldi. Unsavory situations. Of course, Auchan shows +0.4 pt. But it's hard to imagine that, apart from the takeover of Casino supermarkets and hypermarkets, Auchan's hold on the market is growing. Which can only worry when the history effect no longer plays. Concern also for Casino and Aldi. The first must indeed bounce back to meet its future financial deadlines. And we must recognize that – 0.2 pt is not really the start of a rebound. As for Aldi, the stability of its market share still sounds like a failure. The brand is still not taking off. And without wanting to be a bird of ill omen, we will have to end up acting on it. And draw the consequences.
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