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Strategic Plan Until 2030 Repositions Brazil Among Priority Markets of the French Group and Foresees Accelerated Expansion of Atacadao, Market Share Goals and Investments in Technology, Digitalization and Operational Efficiency.
Carrefour announced in February a strategic plan with goals until 2030 and placed Brazil among the three priority markets of the group.
In the country, the company plans to open more than 70 Atacadao units over the period, which would bring the network to 455 stores, in addition to setting a goal of achieving 20% market share.
The guidelines were presented in the package “Carrefour 2030,” which redefines the multinational’s geographical focus to France, Spain, and Brazil.
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In a statement, global CEO Alexandre Bompard stated that the group adopts “a new and ambitious strategic plan radically focused on growth and improving profitability” and “confirms its new focus on three main markets – France, Spain, and Brazil – where we hold leading positions and the greatest potential for value creation.”
International Reorganization and Sale of Operations
The concentration in these three countries occurs alongside a process of simplifying the international portfolio.
As part of this movement, Carrefour announced on February 12 the sale of its operation in Romania to Paval Holding for € 823 million, with completion expected in the second half of 2026.
The exit from Italy, negotiated in 2025 with NewPrinces, was completed in December of the same year, according to the company.
Operations will no longer be part of the group’s perimeter within the presented strategy.
Expansion of Atacadao and Adjustments to the Commercial Model
In Brazil, the expansion of Atacadao appears as the main driver of organic growth.
The opening of more than 70 stores by 2030 adds to initiatives aimed at the brand’s commercial model.
Among the mentioned axes are the strengthening of the fresh produce offering, maintaining a policy of competitive pricing, expanding financial services, and advancing private label brands.
The company announced the launch of the entry-level brand Bulnez at Atacadao, with plans to exceed 500 SKUs by 2028.
In the global plan, Carrefour reported that it aims to increase the share of private label brands in food sales.
The stated goal is for these products to represent around 40% of the segment’s revenue by 2026.
Digitalization, Data, and Artificial Intelligence
In addition to physical expansion, the group envisions greater integration between stores and digital channels.
The plan includes an annual investment of € 100 million in artificial intelligence, according to the company.
The strategy includes intensive use of data for personalizing offers and growing the retail media area.
In Brazil, the loyalty program Nosso Clube is cited as one of the fronts for expanding the customer base and increasing the offering of targeted promotions.
A goal is also set to double Atacadao’s e-commerce GMV by 2030.
According to Carrefour, progress will depend on operational integration among inventory, logistics, and digital platforms.
Goals for France and Spain
In the other priority markets, the group provided specific plans.
The company projects to reach 7,500 convenience stores combined in France and Spain by 2030, maintaining an expansion pace in French territory and increasing presence in Spain.
In France, Carrefour reported that it plans to accelerate the conversion of supermarkets to franchise models.
Additionally, it announced a partnership with Vusion to implement electronic labels and cameras with artificial intelligence capabilities in hypermarkets and supermarkets in the country, with an investment exceeding € 150 million.
According to the company, digitalization aims, among other goals, to reduce stockouts by up to 20%.
Financial Indicators and Investments Until 2030
The strategic plan also sets financial goals by the end of the decade.
Carrefour has set an objective to achieve € 1 billion in annual cost reduction by 2030.
The company projects to raise the recurring operational margin from 2.6% in 2025 to 3.2% in 2028 and 3.5% in 2030.
Between 2026 and 2028, the forecast is to generate € 5 billion in accumulated free cash flow.
To execute the initiatives, the annual investment volume should start at € 1.8 billion and gradually increase to € 2.0 billion by 2030.
The resources will be directed towards modernizing stores, expansion — with an emphasis on Brazil —, technology projects, and decarbonization initiatives.
The group also highlighted its real estate portfolio in the three priority markets, valued at € 14.2 billion by the end of 2025.
The guidance provided is to continue developing assets, including mixed-use projects.
With the presentation of the plan, Carrefour defines growth, efficiency, and digitalization targets for the coming years while reorganizing its international presence.
In Brazil, the performance of Atacadao will be decisive for advancing the market share established by the group.
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