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The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Retail & consumer

Asda could be overtaken by Aldi as sales keep falling

Asda continues to lose market share as sales fall year on year, according to the latest industry data, putting its place as the UK's third-largest supermarket chain in danger of being grabbed by discounter Aldi.

Asda, which is mostly owned by private equity group TDR, saw sales tumble 4.0% in the 12 weeks to 9 June, according to till receipt data from Kantar.

Its market share fell to 12.8% in the period, down from 13.7% a year ago with its owners apparently prioritising paying off debt rather than growth.

The gap to German-owned Aldi, which overtook Morrisons to become the UK's fourth-largest grocery chain in 2022, is shrinking.

Aldi grew sales by 0.8% and its market share stands at 10.0%, according to Kantar's calculations, though its growth was slower than many of the other large chains.

Fellow limited-assortment discounter (LAD) Lidl, for instance, grew 8.1% and with its market share also at 8.1% meaning it is not far off overtaking Morrisons and grabbing fifth spot, with the Bradford-based grocer's share standing at 8.7% as sales grew 1.1%.

Ocado Retail, the joint venture between Ocado Group PLC and Marks and Spencer Group PLC (LSE:MKS), saw the strongest growth, with sales up 10.7% in the 12 weeks to June 9.

Kantar said 23% of UK households did their grocery shopping online in what was a rainy three-month period, with over 4% choosing to use Ocado, meaning the online-only retailer accounted for 1.8% of the market.

Market leader Tesco PLC (LSE:TSCO) grew sales by 4.6%, bested by second-largest group J Sainsbury PLC (LSE:SBRY), up 4.9%.

Sainsbury's market share remains well behind at 15.2% versus 27.7% as Tesco achieved its highest market share since February 2022, growing 0.6 percentage points year on year.

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