what now for woolworths?, page-38

MetalD,

it may be worthwhile reviewing what Aldi have done in other markets .......

viz:

https://www.theguardian.com/global/2016/apr/02/aldi-cranks-up-pressure-big-four-supermarkets

http://www.*.com.au/aldi-lidl-premium-goods-smash-competition-2016-4?r=US&IR=T

http://www.ibtimes.co.uk/aldi-lidl-...ur-supermarkets-suffer-sales-downturn-1558180

I have read that they have also recently introduced:
online grog channel
online fast delivery service

while I wish WOW (and WES) well ......I do think this is a huge risk......and as ive said - we need to see what sort of response both the aussie co's come up with ......

hopeing it will go away isn't going to work ......

thinking that consumers do not shop on price isn't going to work

thinking that "local product" will save you isn't going to work......

its all out competition......see the relative PER multiples of metcash versus wow versus wes.

people need to think abt this most deeply (imho)

rgds
V_H