Industry News
E. Leclerc’s private label continues to grow

E. Leclerc’s private label business continues to expand, with Scamark, its private label subsidiary, reporting €10.8 billion in revenue in 2025 and 4.9 billion consumer units sold. The business expects sales volume to pass five billion units this year.

Growth has accelerated in 2026. By the end of week 36, volumes were 3.7% higher year on year, while revenue had reached €7.7 billion, up 3%. Scamark currently manages around 7,500 product lines, with more than 350 new products launched in 2025.

Marque Repère remains by far the largest of its private label brands, accounting for 81% of units sold in 2025. Eco+ represented a further 15%, with the remaining volume spread across several smaller brands.

Price remains an important part of the retailer's proposition. Scamark estimates that its products are, on average, around 50% cheaper than national brands, although the difference varies significantly between categories. At the same time, it is putting greater emphasis on developing products rather than simply offering lower-priced versions of existing branded products.

The growth is also placing greater emphasis on sourcing and supply. Scamark works with around 900 suppliers, including 350 French SMEs, and says securing raw materials and production capacity is becoming increasingly important as demand grows.

The PPWR reality check

With the Packaging and Packaging Waste Regulation (PPWR) in application since 12 August, the first weeks of real-world experience are revealing where the mandate is proving difficult to implement. Its objectives remain broadly supported: reducing packaging waste, improving recyclability and creating a more consistent framework across Europe. The frustration is increasingly about how those objectives translate into day-to-day business.

One immediate pressure point is Extended Producer Responsibility (EPR). In simple terms, EPR makes the producer responsible for the packaging it places on the market, including its collection, sorting and recycling, with associated registration, reporting and financial obligations.

This is particularly significant for private label. The Commission's updated FAQs have clarified that a retailer's own brand packaging will generally make the retailer the relevant producer/manufacturer, even where standard packaging is selected and production is outsourced. The practical difficulty is that legal responsibility and access to information do not necessarily sit in the same place. Contract manufacturers and packaging suppliers may hold much of the detailed material and component data needed to demonstrate compliance.

The cross-border administration of EPR adds another layer of complexity. Businesses selling packaged goods in multiple EU countries can face separate national registrations, reporting requirements and, in relevant cases, the appointment of authorised representatives in individual Member States. In practice, this means navigating what can feel like 27 different systems, with different procedures, languages and data requirements. Recent European debate has focused particularly on the burden this creates for smaller and cross-border businesses.

The result is a system that is intended to harmonise Europe's packaging rules and make the Single Market easier to navigate, but which can be difficult and costly for businesses to manage in practice. The Economist, reporting in September on the early impact of the regulation, highlighted smaller retailers that had paused deliveries to some EU countries because of the costs and uncertainty involved.

There is also the question of whether the supporting framework is keeping pace. Some methodologies and detailed rules are still being developed, while businesses are already expected to demonstrate compliance.

So, the first signs are not simply indicating that PPWR creates more work. They point to the fact that responsibility, data and compliance capability are often held by separate businesses within the supply chain. For private label in particular, packaging is becoming a much more significant commercial and supplier-management issue, not simply a technical or sustainability matter.

PLMA's second Private Label Packaging Conference will be held 27 January 2027 in Rotterdam, bringing together private label manufacturers, retailers, and packaging experts to explore the working of the PPWR as well as the latest trends, challenges, and opportunities shaping the future of packaging. For more information click here.
 


 

Colruyt incorporates fitness into its retail mix

Colruyt Group is finding a new way to connect exercise with grocery shopping, through Move & Save, a family subscription linking its Jims fitness clubs with its supermarket business.

The concept is straightforward: families paying €14.99 a week for a Jims membership can earn €5 in Xtra shopping credit, through Colruyt’s loyalty programme, when they collectively complete at least three workouts in a week. The credit can be used for fruit, vegetables and potatoes, creating a direct link between exercise and fresh food.

The initiative is notable because Jims is not an external partner but part of Colruyt Group itself. The Belgian retailer acquired a majority stake in the fitness chain in 2018 and subsequently took full ownership. That gives the chain the opportunity to connect two businesses that traditionally operate in very different parts of the consumer journey.

For Colruyt, Move & Save is another expression of its ambition to develop from a food retailer into a broader “food & health retailer.” For Jims, it gives the fitness business another role within the group’s wider customer ecosystem.

Who do consumers believe?

Consumers are becoming more confident in their ability to make good food choices, but remain sceptical about the information they use to make them. That is the central theme of the latest "Who do consumers believe?" report from the EIT Food Consumer Observatory.

The report looks at food literacy, perceived knowledge and trusted sources of information across 18 European countries. It finds that 72% of consumers consider their knowledge about the healthiness of food sufficient, while 62% say they can determine how healthy a particular food is. Knowledge around sustainability is less developed: 52% feel sufficiently knowledgeable, and 47% say they can judge how sustainable a food is.

At the same time, consumers appear increasingly confident in assessing information for themselves. The proportion who say they can distinguish reliable from unreliable food information rose from 43% to 49% between 2024 and 2025. Yet fewer than half consider food information generally reliable.

The picture is also interesting when looking at who consumers trust. Medical professionals and scientists remain among the most trusted sources, although trust in both is declining. Farmers are the most trusted food-chain actors overall, but trust in manufacturers fell from 41% to 39%. Retailers, meanwhile, are trusted by fewer than a third of consumers as a source of information on the healthiness and sustainability of food.

The report also explores transparency, finding that consumers particularly value accessible ingredient information and the origin of ingredients and processing. It also considers how different forms of transparency, from labels and logos to QR codes and short videos, are received by consumers.

Aldi Süd takes stake in Philippine discounter Dali

Aldi Süd has acquired a minority stake in DALI Everyday Grocery, a fast-growing hard discounter in the Philippines. DALI operates more than 1,300 stores and will remain independently managed following the transaction.

Besides the name being an anagram of Aldi, founded in 2020, DALI follows a small format, limited assortment model focused on everyday essentials. Its stores typically offer a relatively narrow selection of food and non-food products, with private label products forming an important part of the range. The retailer operates mainly in densely populated residential areas and uses simple store formats and bulk displays to keep operating costs low.

Aldi Süd says the investment will support DALI’s continued expansion across the Philippines, while its local management team retains operational responsibility. The transaction gives Aldi Süd a presence in the Philippine grocery market alongside its existing operations in China and other international markets.

EU steps up support for domestic protein production

The European Commission is stepping up efforts to increase domestic production of protein crops, aiming to reduce reliance on imports, strengthen supply resilience and support more sustainable farming systems.

Under its new Protein Action Plan, published in July 2026, the Commission aims to raise the share of protein from oilseeds and protein crops used as animal feed that is produced in the EU from 25.8% today to 35% by 2035. The focus is on crops such as pulses and soya that can be grown under European conditions.

The EU remains particularly dependent on imports for high-protein feed. In 2025, only 25% of protein from oilseeds and protein crops used as animal feed was sourced within the EU. Soya accounts for the largest share of these imports: in 2024–25, the EU imported 13.4 million tonnes of soya bean and soya meal protein, mainly from Brazil, Argentina and the United States.

The Commission plans to encourage farmers to grow more protein crops through a combination of Common Agricultural Policy measures, investment in storage and processing, and stronger links between farmers and other parts of the value chain. Research into seeds, crop resilience, processing and resource efficiency will also form part of the strategy.

In addition, the strategy aims to increase the use of protein crops in human food. Greater availability of locally produced pulses and other protein-rich crops could broaden the supply of regional ingredients, while origin labelling, public procurement and EU-funded promotion campaigns are intended to improve consumer access and stimulate demand. The transition will take time, however, as cultivation, processing capacity and markets develop alongside one another. Over time, the measures could give pulses, oilseeds and other protein crops a larger role in Europe’s food and feed supply.

CSR Retail Index 2026: Carrefour and Jerónimo Martins lead the pack

Carrefour and Jerónimo Martins share the top spot in the 2026 CSR Retail Index, each scoring 13.3 out of 20, according to the report produced by ESSEC Business School’s Consumer Goods Chair and consulting firm BDO.

The second edition assesses the sustainability performance of 12 European retailers using 16 quantitative ESG indicators drawn from the European Sustainability Reporting Standards (ESRS). The indicators cover areas including Scope 1, 2 and 3 greenhouse-gas emissions, waste, employee turnover, disability representation, gender pay gaps and sustainability-linked remuneration. Environmental performance accounts for 42% of the score, social factors for 35% and governance for 23%.

Carrefour retained its leading position, improving its score by 0.5 points, with governance identified as a particular strength. Jerónimo Martins climbed two places ending up in a tie with Carrefour, gaining 0.8 points through more balanced progress across environmental, social and governance measures.

Colruyt entered the index in third place, while Auchan (7th) recorded the largest improvement, gaining 1.9 points. Its progress was linked to lower Scope 3 emissions, a reduction in its gender pay gap from 18% to 7%, and sustainability targets being tied to 20% of annual incentives.

At the other end of the scale, Sonae fell from fourth to ninth after a 1.2-point decline in environmental performance. By individual pillars, Carrefour led governance, Jerónimo Martins social performance, and Ahold Delhaize environmental performance.

The companies assessed in the 2026 CSR Retail Index are retailers subject to the EU reporting obligation, as well as retailers who anticipate the obligation by publishing an sustainability report compliant with the ESRS.

The growth equation: sell more, spend smarter

The latest Horváth CxO Priorities Study points to a simple challenge for FMCG private label manufacturers and retailers: growth is getting harder, while pressure on margins is increasing.

The survey shows that 72% of manufacturing revenue growth is expected to come from selling more products, rather than charging higher prices. Pricing power remains limited because of strong competition, excess capacity and high price transparency.

This makes the growth equation relatively straightforward: sell more, offer the right products and keep costs under control. For manufacturers, this means focusing the product range, speeding up innovation, improving pricing where possible, and making supply chains and production more efficient. Innovation and R&D remain important, but companies are also looking closely at how and where products are made.

There are also costs that can easily be overlooked. The survey highlights not only materials and direct production, but also indirect factory costs, R&D and engineering, IT, SG&A and other overheads. Manufacturers are therefore looking beyond simple cost-cutting and towards simpler processes, better use of materials, automation and more efficient ways of working.

Across the wider CPG landscape, the main priorities are AI and digital tools, improving costs and profits, supply-chain resilience, innovation and cyber security. AI is increasingly being used in everyday operations, although poor data, lack of skills and difficulties connecting AI to existing processes are still holding companies back.

Horváth Management Consultancy will discuss “The New Growth Equation: What Consumer Goods Leaders are Prioritising for 2027” at PLMA’s Lunch and Learn webinar on Wednesday, 2 December from 12:30-13:30 CET. To request a registration link, click here.

In the stores

Boots will debut on TikTok Shop with a selection of No7 skincare and beauty products from ranges including No7 Pro Artist, Good Intent and Prime Forever. The retailer will add further Boots brands and products over the coming months.

Intermarché is increasing its range with 100 new own brand products. The initiative is underpinned by three key pillars: health, enjoyment, and responsibility. The retailer aims for its own brands to account for 40% of its total revenue within three years.

Asda has rolled out a new range of own brand beers and ciders, named Asquith 1965, across its stores, working with established craft producers to offer competitively priced alternatives to leading national brands.

Under the Immer Clever Preis slogan, Billa is offering up to 3,000 products, 60% private label, 40% manufacturer brands, across the entire assortment, permanently priced to match leading discounters.

Picnic has hired 25 chefs in Amsterdam to enlarge its offering with freshly prepared meals. Once delivered, the dishes simply need to be reheated. The retailer is rolling out the concept in The Netherlands first.

Auchan has started a Smart Cart pilot project in a hypermarket in Romania. The pilot features 24 tablets and 90 specialised cart holders, allowing shoppers to instantly convert standard trolleys into digital smart carts.

Lidl is launching a range of hybrid meat products in the UK combining meat and peas. The range contains at least 20% more protein than regular meat products and includes mince, quarter pounders, meatballs, and sausages.

Metro has introduced an exclusive brand in Italy called Patrimonio. It brings together over 2,000 local products from more than 350 producers. With the brand, the wholesaler aims to increase sales revenue from local products by 10% in 2027.

Swiss discounter Denner will expand its "Surprise Bag" initiative across its network. Every bag contains at least three kilograms of perfectly edible fruit and vegetables that would otherwise go to waste.

Tesco has revealed an own label range of Made Without Added Nitrites ham and bacon products in response to growing customer demand for nitrite-free options, with online searches for these products up by 360% year on year.

Beauty chain Pinalli is bringing a new wave of own brand skincare products to market. It is part of a broader private label development strategy, which has become a concrete driver of the retailer’s evolution throughout 2026.

Aldi is introducing about 40 on-the-go items in its refrigerated displays, including wraps, pasta and meal salads, chilled drinks, and smoothies. All products in this separate selection cost under five euros.

Wibra is presenting a new private label detergent line under the W-care name, covering detergents for white, coloured, and dark laundry. The retailer may want to reduce dependence on its iconic Dasty brand, which it never owned.

Netto is consolidating its Danish private labels, such as Egelykke, Velsmag and La Campagna, under a unified Netto brand identity, which features the iconic Scottie dog logo.

Ocado has added 200 healthier and more sustainable products to its Future of Food Edit, expanding the range to over 440 products across 33 categories, developed in partnership with the Future of Food platform.