e-intelligence on global retailing - www.planetretail.net

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Prepared by Corinne MillarPlanet Retail | March 2005

 

e-intelligence on global retailing - www.planetretail.net

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Global Development Strategy

Future Growth

Operational Issues

Around the world with Tesco

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Top 10 Global Ranking, 2004 -2008

3

43.7 41.2Costco10

48.2 43.4Target 9

45.7 44.1Rewe 8

48.3 46.1Kroger 7

55.7 46.9Ito-Yokado 6

69.8 51.7Tesco 5

79.2 62.8Metro 4

73.4 72.3Ahold 3

114.9 90.2Carrefour 2

303.2247.8Wal-Mart 1

RBS 2008(EUR bn)

RBS 2004 (EUR bn)

CompanyRank

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Global Map

4

UK R.O. Ireland

France

Czech Republic

Poland

Slovakia Hungary

Turkey

Thailand

Malaysia

Taiwan

Japan

S Korea

USA China

Russia

Greece

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18.1

21.8

19.1 19.4

14.8

5.86.6

5.54.9

1.6 1.60.5 0.1

18.6 18.1 17.7

13.510.9

4.9 4.3 3.9 1.9 0.7 0.6 0.2 0.10

5

10

15

20

25

Mark

et

Share

% M

GD

UK ROI Hu Thl Slv CR SKr Po Mal Tky Tw China Jp

2004 2008

Top 3 in UK, Thailand, Slovakia, Poland, S Korea, Ireland and Hungary

5

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UK still dominates… but share is falling

UK

Rest of world

6

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4,366

3,390

2,5992,489

2,139

1,158

855

2,523

724499 487

396

2,375

2,080

1,5981,535

1,190

694 547 425 329 195 167 1360

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

RB

S E

UR

mn

Skr ROI Hu Thl Po CR Slv China Jp Tky Tw Mal

2004 2008

Key Overseas Markets: South Korea, Ireland, Hungary, Thailand and China

7

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East vs West

8

2004

Asia10%

Europe90%

2008

Asia16%

Europe84%

Europe +25%

Asia +122%

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Multi-channel approach

9

Japan

Malaysia

UK

Ireland

Czech Republic

Poland

Slovakia

Hungary

Turkey

Thailand

Taiwan

S Korea China

Hypermarkets & superstores

Supermarkets

C-store & forecourt

Discount stores

Cash & carry

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848

1,167

395

698

1,129

1,526

19 405 5

0

200

400

600

800

1,000

1,200

1,400

1,600

No.

of

Sto

res

H&S S&N C-stores Discount C&C

2004 2008

Continued growth across three core formats

10

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Operational Issues

In-store

11

Private labels

Pricing

Loyalty cards

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Tesco Steering Wheel

Customers

OperationsPeople

Finance

Operational Issues

Back Office

12

Supply chain management

Organisation

Buying

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Key Messages

13

One of the world’s leading grocery retailers

Flexible, multi-channel retailer

Competitive pricing drives business

Early adopter of new technology

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