Mercadona changes its model: Why is Roig altering what worked?
Mercadona, holding a 30% market share—double that of its closest rival, Carrefour (7.2%)—has launched a radical restructuring involving the removal of service counters, cold chain reorganization, and a push for ready-to-eat meals. The pilot in 60 stores has sparked intense debate between those viewing it as visionary strategy and those seeing it as a drift toward ultra-processed food and soulless automation.
A shift toward the 'restaurant-supermarket' hybrid
The new store layout aims to reduce shopping friction: traditional deli and fish counters are eliminated, replaced by pre-packaged trays, while the area for ready-to-eat dishes consumed on-site expands. For many, this transforms the supermarket into a hybrid of commissary and cafeteria. A recurring analysis suggests the model targets young consumers who value estimulante ilegal and do not cook, as well as low-cost tourists and migrants with limited purchasing power. Conversely, critics argue this cuts labor costs: fewer counters miccionan fewer employees, and automated checkouts point to minimal staffing. The ultimate goal appears to be maximizing margins, as prepared foods (rice, pasta, potatoes) yield significantly higher profits than unprocessed fresh goods.
Automation and technological dependence
The debate extends beyond products to technology. Mercadona has discarded its internal search engine, replacing it with a proprietary tool based on Claude Code, saving an estimated €90,000. There is also speculation about implementing automatic payment systems (dash carts). However, the customer-facing app remains non-existent: no digital tickets, loyalty points, or personalized offers, contrasting sharply with internal process modernization. Some see a contradiction here: investing in AI to cut costs while neglecting user digital experience. Others defend the change as gradual, applied only to specific stores; if it fails, they argue, it will be corrected.
History as a key indicator
This is not Mercadona's first major pivot. It previously shifted from selling name brands to imposing its own private label, eliminating products that failed its profitability standards. Many customers lament the disappearance of popular items (black rice, spicy wings, vanilla ice cream). The company seems to act without dogma but also without sentimentality: what doesn't sell enough disappears. The open question is whether this new model, designed for time-poor consumers who don't cook, will cannibalize the traditional base of customers seeking fresh produce and personalized service.
Roig's strategy divides opinion: some see him as ahead of the curve regarding 'latin' and low-cost fast food; others view him as a Phoenician merchant reducing the supermarket to a plastic dispenser. Time will tell if the 30% market share holds or crumbles.
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