Skip to main content

Tesco Growth Unnerves Wal-Mart Leadership

It’s estimated that Wal-Mart controls more than 40 percent U.S. market share in the overall DVD sales category. That makes the U.S. retailer the market leader, by far.

However, Wal-Mart is clearly watching Tesco’s UK market leadership with increasing concern -- especially since the innovative UK retailer has decided to target the U.S. marketplace for new revenue growth.

According to Datamonitor, UK retailers Sainsbury, Asda (Wal-Mart) and Morrison have appealed to the UK Competition Commission (CC) to slow the growth of Tesco, claiming the leading retailer will see its share of the food and grocery market reach 43 percent by 2010 if left unabated. But given the retailer's increasing focus on non-food, this seems a challenge too far -- even for Tesco.

While Tesco is the largest retailer in the UK by a considerable margin and, unquestionably, has outmaneuvered its competition on almost every front over the past decade, Verdict estimates that its share of the food and grocery market stood at 23 percent in 2005 (excluding tobacco).

As well as falling short of the CC's rule of thumb definition of a monopoly, it makes the chance of Tesco reaching a 43 percent share by 2010 look somewhat unlikely, even under the most optimistic of forecasts. Granted, it’s easy to be very optimistic about Tesco’s outlook.

It is also worth considering that over recent years non-food has taken center stage as the core focus of Tesco's expansion plans. Here the retailer is in little danger of being branded a monopoly. As a whole the retailer's share of the non-food market was 3.7 percent in 2005. When looking at individual categories, Tesco had double digit shares in only two of the markets it operates in -- health & beauty and music & video.

And, looking ahead, the importance Tesco attaches to non-food is set to intensify further. The vast majority of new space the retailer plans to add over the next 5-10 years will be allocated to non-food ranges and Tesco Direct is focused exclusively on the development of non-food categories.

Popular posts from this blog

Think Global, Pay Local: The eCommerce Paradox

The world of eCommerce payments has evolved. As we look toward the latter half of this decade, we're witnessing a transformation in how digital commerce operates, with a clear shift toward localized payment solutions within a global marketplace. The numbers tell a compelling story. According to Juniper Research's latest analysis, global eCommerce transactions are set to reach $11.4 trillion by 2029, marking a 63 percent increase from $7 trillion in 2024. This growth isn't just about volume – it's about fundamental changes in how people pay for goods and services online. Perhaps most striking is the projected dominance of Alternative Payment Methods (APMs), which are expected to account for 69 percent of global transactions by 2029, with 360 billion transactions processed through these channels. eCommerce Payments Market Development What makes this shift particularly interesting is how it reflects the democratization of digital commerce. Traditional card-based systems ar...