Future of tesco, morrisons

Minrich

brightonman123 wrote: »

If & when morrisons / aldi start doing online sales, the 'big' stores better be really worried.

Have you any idea how expensive that is ? Neither will offer an online experience .

Scarpacci

Morrisons has moved into online already with Ocado. They're starting from a low (non-existent) base so there's growth potential for Morrisons there. It's the same for them with convenience stores. It's going to be easier for Morrisons to grow share in online & convenience than it is for the others to grow or maintain.

I wouldn't expect Aldi or Lidl to be entering the online space any time soon. I wouldn't rule it out one day, perhaps as another partnership with Ocado. The best return on investment for Aldi and Lidl is undoubtedly in opening new stores and continuing to take share away from the others. Considering the difficulty making online profitable (especially now given the promotions & discounts the majors are doing online), I can't see that they would see that as a good place to invest their capital.

planteria

i have been given my temporary Match&More card at Morrisons today.. will be interesting to see how their new system works. they make a clear point of matching Aldi and Lidl....but if they are not selling same-brand items, i'm not sure how 'real' that is:think:

fiesta04

Both LIDL and ALDI have started taking Credit Cards, so it shows they mean business.


F4

planteria

i didn't know that.. do they take Amex?

Stompa

planteria wrote: »

i didn't know that.. do they take Amex?

https://www.aldi.co.uk/en/about-aldi/useful-information/credit-and-bank-cards-now-accepted/

antrobus

Scarpacci wrote: »

....I wouldn't expect Aldi or Lidl to be entering the online space any time soon. I wouldn't rule it out one day, perhaps as another partnership with Ocado. ....

I would rule out partnership with Ocado;

“The deal we signed with Morrisons is going to be the first of many. There won’t be other grocery ones in the UK because it’s exclusive,

http://www.computing.co.uk/ctg/interview/2338989/ocado-where-sharp-eyed-robots-go-to-shop

Scarpacci

antrobus wrote: »

I would rule out partnership with Ocado;

“The deal we signed with Morrisons is going to be the first of many. There won’t be other grocery ones in the UK because it’s exclusive,

http://www.computing.co.uk/ctg/interview/2338989/ocado-where-sharp-eyed-robots-go-to-shop

Thanks for pointing that out. Ocado is a business I struggle to understand. I can not see who these non-UK or non-food players who would want to pay for Ocado's "expertise", rather than launch their own services, would be.

Thrugelmir

fiesta04 wrote: »

Both LIDL and ALDI have started taking Credit Cards, so it shows they mean business.


F4

Will impact their profitability and business models though.

planteria

Stompa wrote: »

https://www.aldi.co.uk/en/about-aldi/useful-information/credit-and-bank-cards-now-accepted/

so, 'No'. and nor do Lidl: just "MasterCard and Visa credit, debit cards and contactless payment".