Planche 01 — Q3 2026 Strategic Comparison

CH Migros vs DE REWE Group

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
Migros
42
/ 100 composite
vs
REWE Group
57
/ 100 composite
Planche 03 — Four-Axis Breakdown
Momentum Gap: 22 pts · REWE Group leads
CH Migros
41
DE REWE Group
63
Margin Discipline Gap: 2 pts · REWE Group leads
CH Migros
58
DE REWE Group
60
Expansion Velocity Gap: 23 pts · REWE Group leads
CH Migros
21
DE REWE Group
44
Tech Adoption Gap: 15 pts · REWE Group leads
CH Migros
46
DE REWE Group
61
Biggest strategic gap
Expansion Velocity — REWE Group leads by 23 points.
Planche 04 — Quick Facts
CH Migros
Revenue€28B
Stores700+
GeographySwitzerland
CountrySwitzerland
Strategic read

"Migros runs more retail formats than any Swiss operator and the complexity shows — the operational margin gap with Coop is structural."

DE REWE Group
Revenue€100B
Stores16,000+
GeographyGermany, Austria, CEE
CountryGermany
Strategic read

"REWE Group's EUR 7B debt load is the subtext of every strategic conversation about German grocery."

Planche 05 — Strategic Analysis
Aisle Intelligence · Power Index Analysis

Migros vs REWE Group: the Q3 2026 strategic read

Migros and REWE Group are both major operators in the European grocery landscape, but their Q3 2026 strategic trajectories diverge sharply. REWE Group holds a composite Power Index score of 57/100 vs 42/100 for Migros — a 15-point gap that is structurally significant. The most important comparison isn't the total score but where the gap sits.

On Expansion Velocity, the 23-point lead belongs to REWE Group (44 vs 21). That is the strategically decisive dimension in this matchup. REWE Group leads on Tech Adoption (46 vs 61), which drives unit-economics compounding over 5–7 years. REWE Group leads on Expansion Velocity (21 vs 44) — the most visible near-term signal of where management is betting capex. REWE Group leads on Margin Discipline (58 vs 60), which determines how much optionality each operator has when the next consumer spending contraction arrives.

The strategic verdict: REWE Group's edge on composite score is meaningful but not insurmountable. Migros's thesis — "Migros runs more retail formats than any Swiss operator and the complexity shows" — remains intact but faces pressure from the dimensions where REWE Group 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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