Brazil news and analysis

02 February 2022
COVID-19 has impacted the food and consumer goods landscape in Latin America, altering shopping habits, forcing retailers to rethink their strategies and accelerating trends. There is ongoing uncertainty over what the future holds and new variants continue to cause disruption and operational challenges.  With an eye on the next 12 months, we have identified five trends that we believe will sha...
19 January 2022
Unless Brazilians live in the city of São Paulo (where grocery convenience stores concentrated), most consider convenience retail to be the stores located at petrol forecourts. ampm (operated by the Brazilian fuel company Ipiranga) is the largest forecourt convenience operator in Brazil. With over 2,000 points of sale, it is also the biggest convenience retailer in the country. In December ...
13 January 2022
Roughly 60% of Brazil’s convenience stores are franchises of major fuel brands. The big three retailers are ampm (operated by Ipiranga), BR Mania (Petrobras) and Shell Select. Source: Brasil Postos The channel has grown exponentially over the last decade, however only 20% of Brazil’s total fuel stations (around 8,100 out of 40,000) have convenience stores. The penetration of stores is ...
24 November 2021
In recent years, expansion of the proximity (convenience) channel has been fairly stagnant in Brazil. As of Q3 2021, the countries’ two largest retailers (Carrefour and GPA) operated just 371 stores between them. For a country of Brazil’s magnitude this feels like a missed opportunity, particularly as the channel has been a success in the city of São Paulo, where most stores are currently based. ...
19 November 2021
Early in 2021, Brazilian retailer GPA (part of the French retail Group, Casino) span off its successful cash and carry format, creating two separate retail businesses (GPA and Assaí). On October 14 (2021), it announced it was divesting its Extra hypermarket business, selling off 71 stores to Assaí, converting 28 to its supermarket banners (Pão de Açúcar and Mercado Extra) and closing the r...
05 November 2021
As part of separate announcements, Casino has reported Q3 sales rose 1.0% in same-store terms, or by 4.1% at a total growth level, while it is set to partner with Gorillas for the quick commerce market in France. Casino Group sees sequential improvement in Q3 results Casino reported same-store growth of +1.0% in Q3, versus a contraction of -4.1% in Q2, and total sales growth of +4.1%, versu...
03 November 2021
The ecommerce player’s logistics arm, Cainiao, has installed thousands of package lockers globally, especially in Russia, Poland, Spain and France. Ranks among the top three ecommerce platforms in eastern Europe Alibaba ranks among the top three online sellers of consumer goods in eastern Europe, according to Euromonitor International. Polish online shopping site, Allegro, took first place ...
01 November 2021
Brazilian retailer GPA (part of the French retail group Casino) has launched a new neighbourhood supermarket format called Pão de Açúcar Fresh. The banner, which is GPA’s third under its Pão de Açúcar brand, will specialise in selling fresh products and perishables. This news comes just two weeks after the retailer announced the sale of its hypermarket format to Assaí . “As we move ou...
21 October 2021
After Carrefour reported third quarter sales rose 4.0% to €20.5 bn, with like-for-like sales up by 0.8%, we look at five key takeaways from the results announcement. 1. Operations in France continue to gain share In its home market, on a two-year basis, Carrefour’s total sales were up by 3.5% in the third quarter, driven by the performance of its supermarkets, convenience stores and grocery...
18 October 2021
Earlier this year, Brazilian retailer GPA (part of the French retail group, Casino) successfully spun off its cash and carry format, creating two separate retail businesses (GPA and Assaí). On October 15, 2021, GPA entered into a binding agreement and strategic transaction with Assaí to sell the majority of its hypermarkets, which will be converted to Assaí. 71 stores to be converted to Assaí...