Subject: Re: OT Rational Walk On DG...
Yes potentially re margins. Although I also read that buyers in the US are going back to the supermarkets and are concentrating on food purchases as inflation bites and impulse purchases where DG and others make their higher margins are not as popular.

Anecdotally

When I was in Florida I ended up food shopping at Aldi, I preferred this to Publix, less choice and far less expensive. Walmart was too big and chaotic for me. I also like to eat a relatively clean diet with plenty of fruit and veg. Walmart is ridiculous with its sweet and cereal aisles etc, how many varieties do you need!?

Lidl and Aldi are hitting it out of the park in the UK and have grown market share 12% each over the past year. Biggest losers are the premium online retailers and Morrison and Asda and Sainsbury(Morrison down 9% and Asda down 5%) Tesco are holding their own.