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Realco subentra con Economy a Codè Crai Ovest a Treviglio

Dopo Leader Price e Crai, ora è la volta di Economy. A Treviglio, in provincia di Bergamo, Codè Crai Ovest passa il testimone al Gruppo Realco: il retailer emiliano è subentrato nella gestione del negozio di via XX Settembre, che dunque cambia insegna per la terza volta nel giro di tre anni e mezzo. Aperto a febbraio del 2019 come Leader Price – la catena discount portata in Italia grazie a una joint venture tra Crai e il gruppo francese Geimex/Casinò – il punto vendita era diventato un supermercato Crai la scorsa primavera, nell’ambito del piano di riconversione di 7 Leader Price lombardi deciso da Codè Crai Ovest. A seguire c’è stata però la cessione al Gruppo Realco delle unità commerciali di Treviglio e Borgosatollo (Bs). Quest’ultima, estesa su 500 metri quadri, è stata riaperta lo scorso 24 agosto con insegna Sigma, mentre Treviglio da ieri, 7 settembre, è diventato l’ottavo Economy di Gruppo Realco, il secondo in Lombardia dopo quello di Ghedi (Bs), mentre tutti gli altri sono in Emilia-Romagna.

Nei 700 metri quadri di area di vendita di Treviglio, Economy propone 5.600 referenze, confermando la sua natura “ibrida”, a metà strada tra supermercato e discount. Nelle principali categorie l’assortimento comprende sempre un brand industriale noto, mentre le marche del distributore sono quelle sviluppate dalla centrale Italy Discount, a cui Gruppo Realco partecipa. Il negozio è stato oggetto di un rebranding esterno e interno, ma la collocazione dei reparti è rimasta sostanzialmente immutata. Fa eccezione la Cantina, spostata nel corridoio finale che conduce alle casse, mentre ai vini Leader Price aveva dedicato uno scaffale perimetrale più sul fondo del negozio, caratterizzando l’area con una pavimentazione diversa rispetto al resto della superficie. Dal canto suo Gruppo Realco ha inteso privilegiare l’efficienza logistica – lo spazio della vecchia enoteca è stato ora assegnato alle acque, perché accanto al magazzino – e probabilmente il contrasto delle differenze inventariali (il reparto vini è ora ben visibile dalle casse, mentre nella precedente collocazione risultava nascosto allo sguardo degli operatori) rispetto all’estetica.

L’anima da supermercato di Economy emerge nello spazio dedicato a freschi e freschissimi. L’ortofrutta proviene dalla stessa piattaforma che rifornisce i punti vendita a insegna Sigma, il reparto gastronomia è servito, mentre la panetteria a libero servizio propone sia pane surgelato e “ravvivato” in negozio, sia pane di un forno locale. La macelleria è a libero servizio, mentre l’ittico è per ora esclusivamente surgelato, ma è già previsto l’inserimento di un’isola con pesce fresco e sushi. Ovviamente determinante per la qualità complessiva della proposta commerciale è il personale, costituito da 13 unità.

Riuscirà Economy laddove Crai e soprattutto Leader Price hanno fallito? La sfida è difficile, per quanto le formule commerciali siano tra loro differenti. La piazza di Treviglio – secondo centro per importanza, dopo il capoluogo, della provincia di Bergamo – è fortemente presidiata da numerose insegne della Gdo, che si danno battaglia a suon di promozioni e offerte. Il terzetto di testa della classifica italiana del canale discount – Eurospin, Lidl e MD – è presente al completo, con l’aggiunta di Aldi, che ha aperto con buon successo a ottobre 2019. Coop Lombardia con l’insegna Ipercoop ha raccolto l’eredità dello storico ipermercato Pellicano del Gruppo Lombardini, mettendo a frutto il vantaggio di una struttura ampia e ben posizionata, per poi aprire a novembre 2019 un altro supermercato con annesso distributore di carburante. E l’elenco – che comprende anche Unes, U2, Italmark, un negozio della Cooperativa Famiglie Lavoratori aderente al Consorzio Sait – è destinato ad allungarsi con l’arrivo annunciato dalla stampa locale di Famila e soprattutto di Esselunga, assente al momento nella Bassa Bergamasca. Ce n’è abbastanza per ritenere che Treviglio sarà un banco di prova impegnativo per Economy.

GEA-Fondazione Edison Observatory: the 4 As pull along Made in Italy. The USA looks to food

The new edition of the GEAFondazione Edison Observatory records that in 2013 Italian food represented an important driver in export growth.

On a base of reference of 616 products, in fact, Italy has 63 products in which it gains first, second or third place in the world for best foreign balance of trade, generating a total of 21.5 billion dollars.

Together, the ‘4 As’ of Made in Italy (Alimentari-vini/food-wine; Abbigliamento-moda/clothing-fashion; Arredo-casa/furnishings-home; Automazione-meccanica-gomma-plastica/Automation-mechanical-rubber-plastics) confirm a positive growth reaching a new record of 128 billion euros.

From an analysis of the data what emerges, furthermore, is that the United States is the third-largest export market for Italy, after Germany and France, with overall Italian exports to the USA of 29.8 billion euros and a surplus of 17.3 billion, the highest Italy had in 2014 in bilateral trade.

The American market, in particular, is increasingly focalised on the food sector and this presents the greatest potential for growth; suffice to consider that in 2014, about 10% of Italian exports were to the American market. The first 10 provincial-sectorial examples of highest food exports towards the USA in 2014 are: Florence, Lucca, Grosseto, Milan and Perugia for oils and vegetable & animal fats; Modena for other food products; Naples for baked and flour products; Salerno for fruit and veg that have been prepared and conserved; Sassari and Parma for the products of the dairy industries. The first 10 provincial-sectorial examples of highest wine and drink exports towards the USA in 2014 are: Trento, Milan, Cuneo, Florence, Verona, Siena, Venice, Treviso, Asti and Brescia. In total, 61 agriculture and food products in which Italy came first, second or third in the world for best balance of trade with the USA, for a bilateral commercial surplus of 3.3 billion dollars.

The increasingly strong relationship between the US market and Italian food has been confirmed by a GEA Digital study. From this, which focused on the feelings towards food, and Italian food in particular, expressed by consumers throughout the world and the USA through web traffic, what emerged is that the number of searches relating to food from US users is three times higher than the rest of the world and that Italian food beats other online topics such as Italian art and music.

Starting from an awareness of the enormous potential of Italian food in the USA, Luigi Consiglio, President of GEA (in the photo) , comments: «The data and trends demonstrate that interest in Italian food throughout the world is very strong, in particular in the United States, an extremely lively market, where the demand expresses the expectation of healthier food. Today anyone who says the US market is saturated is wrong. The opportunities for Made in Italy are there and there is a lot of space for all the food and agricultural industries who wish to export and invest in the USA. The political battle that has been fought up to now has not allowed us to see the wonders of our industrial system. For this reason GEA, along with the Harvard Business Review Italia, wanted to overcome the stereotypes about Italian industry through the creation of an annual overview of the entrepreneurial excellences of Italy».

Thus was conceived the GEA-Harvard Business Review Italia “Business Excellence” Prize, which will be awarded for the second time on 27 October 2015.

OECD and FAO: price of agricultural products in decline, protein and meat rising, grains and biofuels falling

Stable production and consumption, falling prices: according to the Agricultural Outlook 2015-2024 by OECD and FAO. The report by the two organisations shows a world divided into two, with the more affluent population groups of emerging countries demanding more animal proteins and sugar, whilst in the “Old world” these same products are increasingly the cause of illnesses related to obesity and overweight, especially amongst the poorer and less-educated groups.

Prices: cereals down, meat up

In 2014, the prices of cereals and meats have gone in opposite directions. Two years of abundant harvests have led to further pressure on cereal and oilseed prices. On the other hand, meat prices have hit record highs, due to factors such as herd-rebuilding and disease outbreaks.

In real terms, the prices of all agricultural products should decrease over the next ten tears thanks to growing productivity and lower input prices, which have outpaced slowing demand increases for staple foods, due to the slowing increase of per capita consumption which, in emerging economies is reaching saturation. This is in line with the century’s downward trend, but it is predicted that prices will remain higher than in the period prior to the 2007-08 rise.

Changing diet in emerging economies

Slowing population growth, urbanisation and rising per capita incomes have led to an increase in demand for food, and particularly for certain items like animal proteins. For this reason the price of meat and dairy products will remain high compared to cereals and oilseeds. In addition, the price of coarse seeds used for feed will rise. According to the director general of FAO, José Graziano da Silva, the increase of calories in the diet of developing countries “is good news”, but it is also true that these countries “remain significantly behind advanced economies, [and this] means that hunger in these countries could persist.” And that’s not all: malnutrition is also a problem: “developing countries now have to face problems of overweight, obesity and other diet-related non-communicable diseases”.

Biofuels no longer so cheap

The price of petrol at historical lows has led to a fall in the price of biofuels and cultivation is generally less profitable than in the past in the absence of incentives, and these are unlikely to be adopted by European or American governments. In Brazil on the other hand, the production of sugar-based ethanol will increase thanks to tax incentives and an increase in the mandatory ratio in petrol.  The cultivation of biofuels is also actively promoted by the Indonesian government.

Few exporters, more importers

An increase in farmland is predicted only in South America, whilst in Asia, Europe and North America the increase in production will be the result of improved productivity. Modest growth is predicted for Africa. It is predicted that the export of agricultural products will be increasingly concentrated towards few countries, whilst more countries will rely on imports.  This will lead to an increase in market fluctuations, caused by natural disasters or the introduction of particular trade measures. In general, it is thought that trade will grow at a slower rate than in the last decade. Nevertheless it will maintain a stable share in relation to global production. The report shows that if historical variations on yield, the price of oil and economic growth are maintained over the next decade, we should expect a strong crisis in international markets.

Increases and decreases on the global dinner table

The high demand of protein will lead to further growth in the production of edible seeds, in particular soy, especially in Brazil.

The increased demand of sugar in developing countries will help prices recover from record lows and could lead to investment in this sector. In Brazil, the leading producer worldwide, this will depend on the profitability of sugar in relation to ethanol from the same source.

It is predicted that fishing production will increase by 20% by 2024, with aquaculture possibly surpassing the production of capture fisheries in 2023.

Exports of dairy products will be concentrated towards four regions: New Zealand, the European Union, USA and Australia, where there are limited opportunities for domestic demand growth.

The price of cotton will fall due to the crisis of Chinese production, but could return to stable levels in the rest of the period; in 2024 neither real nor nominal prices are expected to reach the levels of 2012-14.

Nielsen: consumer confidence back to growth in the first quarter

After the Istat industrial production index, also that of consumer confidence measured by Nielsen in its Global Consumer Survey is back to growth and augurs well for a turnaround which, however, will also need to be confirmed in the second quarter to declare ourselves out of the crisis. The data, however, say that at 57, the consumer confidence index is at the level of the second quarter of 2011, but then it was in free fall.

 Schermata 2015-05-19 alle 17.42.06

But there is still a large gap with the EU average (77 points). Italy is approaching the levels of Spain and France (respectively 61 and 59) while Germany and Great Britain still hold the record in the Old Continent (100 and 97, respectively). 93% of the population, on the other hand, believes the country is still suffering from the crisis (vs. 95% a year ago), even if 16% say that it will end in the next 12 months (vs. 12%). There is a significant increase in concerns related to the possibility of terrorist attacks in our country (+ 8 points compared to the first quarter 2014), according to 9% of respondents.

“This is a figure in sharp contrast with the general trend. It has, in fact, increased from 45 points in the last quarter of 2014 to 57 points in the first quarter of 2015. It should be noted that in the previous quarter the trend was still negative (-2 points)”, said the Managing Director of Nielsen Italia, Giovanni Fantasia, commenting the survey results.

“The reasons for this reversal – continued Fantasia – are to be found primarily in the implementation of certain structural reforms put on the agenda by the government in recent months. Secondly in economic recovery, both globally and in Europe and Italy, thanks to the low prices of raw materials and an improvement, albeit limited, in the labour market. Thirdly, in an increase in consumption demand, especially evident in large-scale distribution. In other words, we are witnessing conditions that allow families to become, at least in perspective, sources of income and no longer merely cost centres. The real problem that now arises is that of sustaining this recovery. An answer will come from the next confidence surveys in the second and third quarter. Only a consolidation of demand in the coming months will enable us to deem that we have left the crisis behind us”.

More specifically, here are some snippets from the survey.

Job prospects: good for 13% of Italians, compared with 7% in the 1st quarter of last year.

Personal finances: the perception is now positive for 21% of the sample, compared to 14% on a trend basis. Moreover, 17% of Italians believe it is time to start purchasing (+5 points compared to the 1st quarter 2014).

Focusing on respondents’ concerns, 28% of the sample said they were still worried about job stability, with the figure unchanged compared to the survey for the first quarter 2014. War and immigration remain concerns for 4% and 5%, respectively, of the population (1% and 2%, respectively, last year). 5% said they were concerned about their debts, 6% about their health and 9% about the economy.

Attitudes towards spending: after purchases for necessary goods, 37% of Italians are oriented to allocate resources to savings. Followed by those who intend to buy clothes or take a vacation (both 27%), while 22% declared the intention of wanting to spend on entertainment outside the home. 25% of the population have no money left at the end of the month.

Saving propensity: there are signs of attenuation of the intention to cut spending compared to last year’s figures, even though 72% of the sample continues to monitor financial disbursements and savings. 56% of the sample spends less on clothing (vs. 63%) as they also do for meals away from home (vs. 61%), 40% on holidays and outings (vs. 46%), 37% on use of the car (vs. 42%).

At the same time, however, it is evident that the crisis has permanently influenced the spending habits of Italians. So much so that there is an increase in the share of those who declare their intention to continue to save on electricity and gas bills (26% vs. 22% in the 1st quarter of 2014) and to buy cheaper food products (23% vs. 20%).

Finally, 20% (vs 25%) of Italians are attentive to restaurant spending and 19% (vs. 22%) to that on new clothes.

Expo, focus on the regions for the wine business

Expo, a great showcase for the world of Italian wine and a great opportunity to promote Italian wine to a potential audience of 20 million visitors. But how do we take advantage of Expo? That is what companies are asking themselves and asking because, despite the current projects, little is known and little is foreseeable.

Wine Temple
Wine Temple

This was discussed during the inauguration of Wine Temple, the wine cellar with 7,600 bottles of the best Italian wines, part of the Seven Stars hotel and first step in what is soon to be the Gallery Wine Experience, a multifunctional space with 14 designer rooms overlooking Piazza Duomo, with meeting rooms and two restaurants.

The meeting, organized by Business International-Fiera Milano Media with Marco Polo Experience and Alessandro Rosso Group tried to provide some first answers to the initial question.

Eugenio Pomarici, Professor of Economics and Chairman of the Economics and Law Committee of the

Eugenio Pomarici (ph. Alberto Vita)
Eugenio Pomarici (ph. Alberto Vita)

International Organisation of Vine and Wine, illustrated how Italy sees its share of world trade in wine grow, but sees it decrease in volume, replicating what is called the French model. But the problem of Italy lies in the fact that it is the leading supplier in traditional wine markets, but has a small share in those with the highest growth rate (the so-called new consumers).

In a scenario of growth in wine demand in the global economy respecting the standards of quality, safety, transparency, environmental sustainability and authenticity, the Italian wine system can reap significant benefits. And Expo represents a unique opportunity to be accredited with respect to the aforementioned elements necessary to be part of consumer choices and build that platform of widespread knowledge of Italian wines to make business strategies more effective. “But – warns Pomarici – companies must not rely only on the brand, they must also exploit the vines and regions from which their wines originate”.

Stefano Cordero di Montezemolo
Stefano Cordero di Montezemolo (ph. Alberto Vita)

A further contribution has come from Stefano Cordero di Montezemolo, economist and scientific coordinator of the Wine Business Executive Program, whose second edition will start in January and is addressed to winery managers.

Cordero di Montezemolo has put the accent on three issues.

1)  Markets in which demand exceeds production and therefore in which there are greater development opportunities must be targeted. One of the mistakes made by companies is to “splay out” expanding the product portfolio and targeting multiple markets.

2)  Do not underestimate the domestic market, which still accounts for 50% of sales and in the coming years will be strategic because there will be a profound shake-out, opening opportunities for companies that have boosted sales in the domestic market.

3)  The third issue concerns the corporate organisation and the way in which companies must structure themselves. The Italian wine sector is very fragmented and this generates vitality, but economically it is an element of weakness. It is necessary to create – pointed out Cordero di Montezemolo – a critical mass to be competitive on the market and have systems able to manage a phase of strong competition.  “In this respect, currently 40/50% of production passes through co-operative systems in contrast with private companies. I believe that this contrast can and must be overcome. We must realise that the production in volume is not negative: without volume we cannot imagine that a production system can survive and support investments in international markets. So Expo is fine, but local promotion is also necessary”.

A roundtable discussion concluded the meeting with the presence of a number of wine entrepreneurs who reaffirmed the need to join forces to develop a system (Marillisa Allegrini from the wine cellar of the same name) and for also small businesses thinking to the future to grasp the great opportunity of Expo (Anselmo Guerrieri Gonzaga from the San Leonardo Estate). And above all to find the justification and opportunities to bring the masses of visitors who in the six months will come into contact with Italian agro-food excellence to the production regions to visit the cellars. And wine is one of the most accredited.

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