Tomorrow - ein McKinsey Podcast Optimismus im Lebensmitteleinzelhandel – Ausblick auf 2025
May 8, 2025
Daniel Läubli, a partner at McKinsey specializing in retail and consumer goods, shares valuable insights on the European food retail landscape as leaders maintain a cautious optimism for 2025 despite economic uncertainties. He discusses the rise of discount retailers and private labels, emphasizing the need for innovation to enhance customer loyalty. The shift towards healthier food options among Generation Z is examined, highlighting diverse definitions of 'healthy.' Lastly, Läubli explores strategies for differentiation and growth amidst market volatility.
AI Snips
Chapters
Transcript
Episode notes
Cautious Optimism for 2025
- European grocery retail leaders remain cautiously optimistic about 2025 despite challenges.
- Growth will remain low with continued pressure on profitability in the sector.
Zero Volume Growth, Rising Prices
- Europe's grocery market growth was minimal with inflation driving value up.
- Consumers spend more on expensive products, but volume growth is stagnant or near zero.
German Market Mirrors Europe
- German grocery market trends mirror those in Europe with under 1% real growth since 2019.
- Additional external shocks increase consumer uncertainty and pressure on spending.