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Weekly update
Apr 10, 2024

Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate

Rightmove•GB•Mid CapAppFolioEquipmentShareON SemiconductorCopartTrupanionCardlyticsClarivateLidlTexas InstrumentsAnalog DevicesUnited Parks & ResortsSix Flags Entertainment
Apr 8, 2024

Dino Polska & Polish Grocery: Navigating A Deflationary Environment

Former COO of Biedronka
Partner Interview
Dino Polska•PL•Large CapJernimo MartinsLidlAldiNetto PolskaEurocashŻabkaScale EconomiesLow Cost OperatorsVertically Integrated RetailerConsumer Staples
Sep 4, 2023

Dino Polska: Challenges to Replicate the Model

Former COO of Biedronka
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IP Interview
Dino Polska•PL•Large CapJernimo MartinsLidlLow Cost OperatorsVertically Integrated RetailerConsumer Staples
Dec 15, 2021

Dino Polska: Growth Runway & Competition

Former Purchasing Director at PoloMarket & Former Purchasing Director at Lidl Poland
Partner Interview
Dino Polska•PL•Large CapAldiLidlScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Staples
Oct 22, 2021

Aldi, Ocado, & Online Grocery Business Models

Former CEO, Aldi UK
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IP Interview
AldiCostco WholesaleOcado GroupLidlScale EconomiesLow Cost OperatorsOEMs w/ Installed BaseVertically Integrated RetailerConsumer Staples
Oct 24, 2020

Naked Wines & The Online Wine Opportunity

Founder and CEO at Vioneers and Former Executive at Lidl
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IP Interview
Naked Wines•GB•Small CapLidlCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer Staples
Sep 11, 2020

Lidl: Hard Discounter Private Label Strategy

Former CEO, Lidl UK
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IP Interview
LidlVertically Integrated RetailerLow Cost Operators
Aug 15, 2020

Lidl in Ireland: from 0 to 12% market share in 20 years

Former Head of Sales Organisation, Lidl Ireland and current Managing Director, McKee's Foods
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IP Interview
LidlTescoAldiScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Staples

Video Series

Aldi & Lidl: Discounter Business Models

10 videos

June 18, 2020

May 20, 2020

Aldi: Hard Discounter Business Models

Former CEO, Aldi UK
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IP Interview
AldiWalmartTescoLidlScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Staples
May 19, 2020

Hard Discounters vs Big Four UK Grocers: Asda Case Study

Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland Foods
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IP Interview
AsdaAldiLidlWalmartTescoScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Staples
May 14, 2020

Leadership Principles: Lessons from 25 Years in Consumer Retail

Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland Foods
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IP Interview
AsdaAldiLidlTescoScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Staples
May 11, 2020

Lidl: Hard Discounter Business Models

Former CEO, Lidl UK
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IP Interview
LidlTescoAldiWalmartScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Staples
Apr 26, 2020

Hard Discounter Business Models: Aldi's Disruption of UK Food Retail

Former CEO, Aldi UK
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IP Interview
AldiLidlScale EconomiesVertically Integrated RetailerLow Cost Operators
Jan 16, 2020

Lidl and Hard Discounter Culture

Former CEO, Lidl UK
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IP Interview
LidlAldiScale EconomiesVertically Integrated RetailerLow Cost Operators
Oct 29, 2019

ASDA and UK Food Retail

Former Vice President, Fresh, Frozen & Chilled at Asda and former Buying Director, Iceland Foods
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IP Interview
AsdaTescoAldiLidlScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Staples
Apr 25, 2019

Mercadona and Discount Food Retail

Current CEO of Future Retail and former CEO of Dinosol Supermercados
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IP Interview
MercadoLibre•UY•Large CapAldiLidlScale EconomiesVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary

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