The glass of the French market in December offers a clear photograph of a system that continues to grow, but which does so by slowly redistributing its internal balances. In a more fragmented consumption scenario, with greater purchase frequency and structural presence over traditional formats, the grandes retailers históricos They continue to defend their positions, even though their dynamics may vary greatly.
Los dos líderes del mercado, E.Leclerc y Carrefour, December arrived with a moderate but homogeneous advance. Both ganaron 0,1 points of quota, situándose respectively in el 24,5 % and the 22,0 % of the market during the four weeks included between the 1st and 28th of December, according to the data of Worldpanel by Numerator. In the case of E.Leclerc, the growth was driven mainly by the online channel, confirming the centrality of the digital platform including for major scale operators.
Also The Musketeers showed a positive evolution, raising a level of growth 17,0 % (+0,1 points). The best came to fruition in the development Internet Intermarché, which advanced 0,2 puntos hasta el 1,4%, and in the reference of the proximity formats (+0,1 points, up to 1,7%), leading to a more consistent price position each time.
In the discount universe, the calendar of the year presents a more selective panorama. Aldi he was the only operator to show an advance, ganando 0,1 points and reaching the 2,9 %, thanks to the combination of red expansion and greater loyalty. Casino Group mantuvo estable su cuota en el 2,9 %While Lidl y Auchan-Retail December ended with relegations, descending to 7,6 % and 8,7 % respectively.
From the point of view of channels, the exercise window confirms a structural recomposition of the market. There proximity continues to gain weight, with an increase in weight 0,6 points represents 8,6% of the total value, driven by a greater capacity of capture and a higher frequency of visits. El online consolidate on growth path, undergoing 0,5 puntos hasta el 11,1%, supported at levels of growing loyalty. On the contrary, supermarkets and hypermarkets pierden land, with caídas de 0,3 and 0,8 points, mientras que el canal EDMP —dominantly discount— keeps stable in the market 11,5 %.
Es en este marco de market in expansion but now more fragmented where the desempeño de is inscribed Cooperative U. The group was the most dynamic operator of the month, ganando 0,5 cooking points is up to 12,6%, supported in a transversal growth of formats —Hyper U, Super U, Proximity U and Internet U— and in a notable capacity to attract new customers. More than one exception, its performance seems to reflect the ability of certain cooperative and omnichannel models to capture value in a highly competitive environment.
In terms of consumption, the mensaje de cierre is consistent with this reading. In December, the gastro of the French hogares grew a 0,3 % in generalist channels, driven by a mayor purchase frequency. At the end of the year, the market FMCG-FLS recorded a growth of 1,7 %, supported by 2,5 acts of additional purchase per house (+ 2,3%).
The glass of the French market thus confirms a silent but profound transition: the growth does not occur so much on the absolute scale, up to the capacity of the great operators to adapt to a more fragmented consumer, where proximity, digital and coherence of the commercial model are converted into determining factors of competitiveness in the medium market.
