BI Analyst Briefing: Assessing the Hard Discount Grocery Threat

Bloomberg Intelligence

Join Bloomberg Intelligence analyst Jennifer Bartashus and guest speakers Bill Bishop, Co-Founder/Chief Architect of Brick Meets Click and Tim Barrett, Senior Retailing Analyst at Euromonitor for an animated discussion on the threat and impact hard discount poses to food retailers.

The rise of hard discounters Aldi and Lidl poses an undeniable yet under-appreciated threat to food retailers that will have a lasting and transformational impact on the US grocery industry. To understand the depth of the threat, we will discuss current market size, potential for growth, the power of the business model and how discounters can charge significantly lower prices yet still generate an adequate ROIC, the critical role private label products play and the challenges and opportunities for the discounters and their competition, including Wal-Mart and Kroger.

Date: August 15 at 10 AM CDT


  • Tim Barrett, Euromonitor International
  • Bill Bishop, Co-Founder/Chief Architect of Brick Meets Click
  • Jennifer Bartashus, Bloomberg Intelligence

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