PLANCHE 01 — HOOK · REF: AI-PL-2026-001 EU PRIVATE LABEL INDEX
EU Private Label Share Intelligence

🇬🇧 Private label crossed 50% across 4 EU markets — and it's accelerating.

UK, Switzerland, Spain, and the Netherlands have all tipped past 50% own-brand unit share. Germany, France, and Italy are following. The margin shift is real — and it's happening now. 14 markets tracked. 20 retailers ranked. Sources cited.

43.8% EU AVG PL SHARE (14 MKT)
🇬🇧 UNITED KINGDOM — 53.4% PL
6 MARKETS ACCELERATING
8–15pp FMCG MARGIN COMPRESSION (EST.)
AI-PL-2026-001 EU Private Label Share Index · 2025–H1 2026 data · Sources: PLMA, NielsenIQ, IRI, retailer annual reports
PLANCHE 02 — 14-MARKET OWN-BRAND SHARE HEATMAP · REF: AI-PL-2026-001
14 EU MARKETS — PRIVATE LABEL UNIT SHARE % (2025–H1 2026) 14 markets
# Market PL Share % Share bar Trend Source
1 🇬🇧 UNITED KINGDOM NielsenIQ UK 53.4%
accelerating NielsenIQ UK
2 🇨🇭 SWITZERLAND NielsenIQ CH 51%
stable NielsenIQ CH
3 🇪🇸 SPAIN IRI Spain 50.2%
accelerating IRI Spain
4 🇳🇱 NETHERLANDS NielsenIQ NL 49.9%
accelerating NielsenIQ NL
5 🇩🇪 GERMANY PLMA DE 47.8%
accelerating PLMA DE
6 🇦🇹 AUSTRIA PLMA AT 46.1%
growing PLMA AT
7 🇧🇪 BELGIUM NielsenIQ BE 45%
stable NielsenIQ BE
8 🇫🇷 FRANCE IRI France 43.7%
accelerating IRI France
9 🇵🇹 PORTUGAL PLMA PT 42.5%
growing PLMA PT
10 🇮🇹 ITALY NielsenIQ IT 41.2%
growing NielsenIQ IT
11 🇩🇰 DENMARK PLMA DK 38.8%
stable PLMA DK
12 🇮🇪 IRELAND NielsenIQ IE 36.1%
growing NielsenIQ IE
13 🇸🇪 SWEDEN PLMA SE 34.6%
growing PLMA SE
14 🇵🇱 POLAND NielsenIQ PL 32.4%
accelerating NielsenIQ PL
PLANCHE 02 CONT. — TOP 5 RETAILERS · REF: AI-PL-2026-001
TOP 5 RETAILERS BY COMPOSITE PL SHARE — FULLY LABABELED (FREE)
#1
Lidl
71.2%
COMPOSITE PL SHARE
OWN-BRAND PEN. 89%
DE, UK, ES, FR, IT, NL, BE, PT, PL + 17 more
#2
Aldi
68.8%
COMPOSITE PL SHARE
OWN-BRAND PEN. 91%
DE, UK, ES, FR, IT, NL, BE, AT, DK, IE + 9 more
#3
Mercadona
62.4%
COMPOSITE PL SHARE
OWN-BRAND PEN. 74%
Spain (1,870 stores), Portugal (260 stores)
#4
Migros
55.1%
COMPOSITE PL SHARE
OWN-BRAND PEN. 68%
CH (600+ stores), DE (Coop, Tegut), FR, IT (Migros Italia)
#5
Tesco
49.2%
COMPOSITE PL SHARE
OWN-BRAND PEN. 54%
UK (2,400+ stores), ROI (149 stores), CZ, SK, HU
Composite share = own-label unit share across all SKUs. Sources: retailer annual reports, NielsenIQ basket data, IRI shelf data, PLMA 2024/2025 Yearbook.
PLANCHE 03 — RETAILER RANKING 6–20 · REF: AI-PL-2026-001 · MEMBERS ONLY
RETAILERS 6–20 — COMPOSITE PL SHARE RANKING 15 retailers locked
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Full 20-retailer ranking with composite share %, own-brand penetration, and margin commentary — plus supplier displacement signals for each retailer. Unlock for members.
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SOURCES — EU PRIVATE LABEL SHARE INDEX (AI-PL-2026-001)
  • PLMA 2024/2025 Yearbook — Primary EU private label market share reference
  • NielsenIQ Private Label Reports — UK, CH, NL, BE, IE, PL, IT unit share data 2025–H1 2026
  • IRI Private Label Watch — FR, ES, PT, IT, NL quarterly own-brand tracking
  • Retailer Annual Reports — Lidl, Aldi, Mercadona, Migros, Tesco, Carrefour, Ahold Delhaize, REWE, Jumbo
PLANCHE 04 — FOUNDING CTA · REF: AI-PL-2026-001
AISLE INTELLIGENCE — FOUNDING OFFER
Full 20-Retailer Ranking.
Margin Commentary. Supplier Signals.

The single biggest margin shift in European grocery right now — tracked quarterly across 14 markets, 20 retailers, with analyst commentary on what it means for your margin, your suppliers, and your shelf space.

📊 Full 20-retailer composite PL share ranking, unblurred
💰 Margin commentary on each retailer's PL trajectory
⚠️ Supplier displacement signals — who's gaining, who's losing share
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