Supermarket chains and grocery retail coverage including Walmart, Tesco, Carrefour, and Kroger.
Ahold Delhaize is likely to hold its 2026 outlook on November 4 despite its October cyberattack. Signals point to a €40–120 million bill, quantified by its February 2027 results and mostly kept outside underlying profit.
Carrefour’s French profit warning looks like a reason to sell Poland faster. The signals point the other way: no whole or majority sale of Carrefour Polska is likely signed before 30 June 2027.
Albertsons opened its Delaware trial against Kroger on October 19, seeking more than $8 billion over their collapsed $24.6 billion merger. Kroger says it owes nothing, not even the $600 million termination fee.
Costco UK, 29 warehouses with no on-demand delivery partner, is likely to appear on Uber Eats or Deliveroo by March 31, 2027. Three signals from the past month, led by Uber and DoorDash going nationwide in the US, point to the UK as the next box on Costco’s per-country checklist.
Costco reports fourth-quarter and fiscal 2026 results on September 24 with net sales of $93.9 billion already disclosed and consensus EPS near $6.54. Gasoline inflation, tariff refunds and renewal rates will decide how the print is read.
Marks & Spencer has put Too Good To Go surprise bags of surplus bakery items into more than 350 M&S Food stores, priced at £3.80 with a £10.20 minimum value. The move follows a trial and months of scrutiny over food in M&S bins.
Tesco has made Whoosh rapid delivery free on orders over £25 from 14 September 2026 to 11 January 2027, but only for Anytime Delivery Saver members who join by 18 October. Here is what the offer saves, what it excludes and how it stacks up against Sainsbury’s, Asda and Ocado.
The Food and Drink Federation now expects UK food inflation of 3.9% by Christmas 2026, down from the 9% to 10% it warned of in April, but with a 6.4% peak in July 2027. The revision lands days before the ONS August CPI print on 16 September.
Tesco has referred a fake “Tesco casino” advertised on Facebook and Instagram to City of London Police, the latest UK brand hijacked by unlicensed offshore casinos. Meta removed the adverts, but the site was still reachable and regulators say trademark misuse falls outside their remit.
Aldi is opening a new UK store every Thursday in September, with Rayleigh Weir Retail Park on 17 September and Hackney Road, Hoxton on 24 September still to come. The four-store run sits inside a £370m new-store budget for 2026 and a 1,500-shop ambition, as Worldpanel data shows Aldi’s market share slipping to 10.7% while Lidl gains.