chains

From ugly duckling to goose that lays the golden eggs. The white label revolution seems to find no ceiling in the retail Spanish. Until not so long ago, the brands associated with supermarkets carried a stigma in Spain compared to items from manufacturer brands clearly recognized by customers. It was not even strange for words like “Estandado” to be used in a pejorative way. Buying white was synonymous with buying ‘poor quality’‘option B’. Not anymore. Spanish families are increasingly betting on white label. And that is making gold for some of the country’s big chains. What has happened? That the white label is experiencing his particular revolution in it retail Spanish. And that is still striking if you take into account that until not so long ago, firms like Hacendado or Auchan carried a certain stigma compared to their competitors, the brands associated with manufacturers. It’s nothing new. For a long time we have been confirming how the white label is driving some chains of “short assortment”supermarkets that are committed to offering customers a limited selection of items. That is, instead of including a dozen different brands of cookies (or other items) on their shelves, they offer only two or one, among which they include their own brand. Chain Market share in value Difference (PP) compared to the 2024 quota Mercadona 37.0% 0.9 Carrefour Group 12.3% -0.2 Lidl 8.0% 0.5 Day Group 4.7% 0.1 Consum Group 4.5% 0.0 Eroski Group 4.4% -0.1 Alcampo Group 3.6% -0.3 aldi 2.5% 0.4 Bon Preu Group 2.4% 0.0 You save 23% 0.1 Gadis Group 1.7% 0.0 Magnifying glass 1.1% -0.1 El Corte Inglés Group 1.0% -0.2 dinosol 0.9% 0.0 Froiz 0.8% 0.0 Alimerka 0.8% 0.0 Rest of Modern distribution 12.0% -1.1 Why is it news? Because the latest data from 2025 reveal that this strategy is driving some brands to catapult them to unprecedented market shares. This is suggested by at least one recent report from Algori on consumption prepared with data from the first ten months of the year. The study shows that at the end of October the three chains that were gaining the greatest market share (in terms of value) in Spain were Mercadona (0.9 percentage points), Lidl (0.5 pp) and Aldi (0.4). Between the three, they also held a market share of 47.5%, a share clearly led by Juan Roig’s company, which alone holds 37%. DIA and Ahorramás are also growing, while others like Carrefour, Alcampo or Eroski are stagnating or decreasing. Chain % of white label sales 2023 % of white label sales 2024 % of white label sales 2025 Lidl 79.7% 81.9% 80.7% Mercadona 72.9% 74.5% 77.8% aldi 68.8% 69.1% 74.5% Day 54.2% 56.3% 65.1% consumption 33% 35.9% 37.4% Carrefour 29.3% 31.4% 33.3% Eroski 25.6% 28.4% 31.2% Alcampo 21.5% 24.3% 23.8% Why is it important? Because Mercadona, Lidl and Aldi are not just any chains. They are precisely the ones that give the greatest prominence to their own brands. At least according to another recent study from Worldpannel by Numerator, which shows that if we talk about the weight of private labels in total sales, Lidl heads the list with 80.7%, followed by Mercadona (77.8%) and Aldi (74.5%). In summary: the chains that gained the greatest market share in 2025 were the ones that most clearly opted for their own products, a strategy that often arrives backed by aggressive price differentiation. elEconomista.es precise Furthermore, Mercadona, Lidl and Aldi have increased their market shares to record figures. Their 47.5% share is more than two percentage points higher than last year, when they accounted for a total of 45.2% of the market. Everything, they explain from Algori, while the entire sector experiences growth both in terms of volume and value. And what are the forecasts? The sector is optimistic. AECOC, the consumer association, states in one of its latest reports that 44% of companies expect to close 2025 with growth data above 5%. 28% expect to increase their activity, although to a lesser extent, and 11% expect to fall. They are led by Lidl and especially Mercadona, which has been expanding its market share until it approaches or even surpasses 30% thanks to a strategy based on white label, territorial dispersion and ready-made foods. Images | Wikipedia and Vitaly Gariev (Unsplash) In Xataka | Mercadona has found a vein to grow beyond its white label and prepared food: tourism