Bryan Garnier - TESCO (TSCO) Tesco: can Asda really revive the price war in the UK?

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Bryan Garnier

Clement Genelot

Tesco: can Asda really revive the price war in the UK?

As Asda's new leader sends the group to the front line with a very aggressive and risky price repositioning plan, we struggle to identify a scenario whereby Asda would have enough ammunition to hold out. The feared scenario of a revived price war in the UK is not (yet) here, but we are adopting a s

17/03/2025 1 EN

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TESCO

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Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

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Analysts

Clement Genelot

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Tesco: can Asda really revive the price war in the UK?

On the shelves now: Consumer Weekly #61

Tesco: sacrificing a short-term guidance upgrade for longer-term volumes

On the shelves now: Consumer Weekly #62

HelloFresh: no rerating without timing for meal-kit stabilisation

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