ASDA - comment
Management had already warned the market that Q4 food revenue would be lower than Q3. They also warned that margin would be sacrificed to protect sales. The Kantar figures bear this out with ASDA’s market share falling 1%. The full sales data (available later in January) will be unpleasant, but likely in line with guidance. The cost of this margin is likely to be significant, but management needed to repair customer relationships after the availability issues caused in Q3.
https://market.worldpanelbynumerator.com/en/grocery-market-share/great-britain