Planche 01 — Q3 2026 Strategic Comparison

CH Coop (CH) vs IT Coop Italia

Head-to-head across 4 Power Index axes: Momentum, Margin Discipline, Expansion Velocity, and Tech Adoption. Composite scores from 0–100. Source: Aisle Intelligence Power Index Q3 2026 — built from annual reports, trading updates, GS1 ESL data, and field observations.

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Planche 02 — Composite Score
Coop (CH)
44
/ 100 composite
vs
Coop Italia
36
/ 100 composite
Planche 03 — Four-Axis Breakdown
Momentum Gap: 7 pts · Coop (CH) leads
CH Coop (CH)
44
IT Coop Italia
37
Margin Discipline Gap: 14 pts · Coop (CH) leads
CH Coop (CH)
61
IT Coop Italia
47
Expansion Velocity Gap: 4 pts · Coop (CH) leads
CH Coop (CH)
24
IT Coop Italia
20
Tech Adoption Gap: 10 pts · Coop (CH) leads
CH Coop (CH)
48
IT Coop Italia
38
Biggest strategic gap
Margin Discipline — Coop (CH) leads by 14 points.
Planche 04 — Quick Facts
CH Coop (CH)
Revenue€30B
Stores2,300+
GeographySwitzerland
CountrySwitzerland
Strategic read

"Coop Switzerland's positioning is a genuine strategic moat — geography and price perception together create an incumbent advantage."

IT Coop Italia
Revenue€14B
Stores2,600+
GeographyItaly
CountryItaly
Strategic read

"Coop Italia's cooperative structure makes capital allocation for expansion nearly impossible — governance constraints, not operational failure."

Planche 05 — Strategic Analysis
Aisle Intelligence · Power Index Analysis

Coop (CH) vs Coop Italia: the Q3 2026 strategic read

Coop (CH) and Coop Italia are both major operators in the European grocery landscape, but their Q3 2026 strategic trajectories diverge sharply. Coop (CH) holds a composite Power Index score of 44/100 vs 36/100 for Coop Italia — a 8-point gap that is closer than it appears from the headline numbers. The most important comparison isn't the total score but where the gap sits.

On Margin Discipline, the 14-point lead belongs to Coop (CH) (61 vs 47). That is the strategically decisive dimension in this matchup. Coop (CH) leads on Tech Adoption (48 vs 38), which drives unit-economics compounding over 5–7 years. Coop (CH) leads on Expansion Velocity (24 vs 20) — the most visible near-term signal of where management is betting capex. Coop (CH) leads on Margin Discipline (61 vs 47), which determines how much optionality each operator has when the next consumer spending contraction arrives.

The strategic verdict: Coop (CH)'s edge on composite score is narrow and contested — watch the next 12–18 months for inflection. Coop Italia's thesis — "Coop Italia's cooperative structure makes capital allocation for expansion nearly impossible" — remains intact but faces pressure from the dimensions where Coop (CH) leads. For a European grocery strategy function, the most important question from this comparison is not who wins but which of the four axes matters most for your competitive exposure. The full Aisle Intelligence deep-dive library has the retailer-level primary research behind every score.

Planche 06 — Full Portal Access
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