SCHWARZ GROUP INSIGHT DECK Growth markets and strategic initiatives July 2013 1 A Service MATTHIAS QUECK Research Director Contents 1. Introduction 2. Major Strategic Initiatives 3. Key Markets 4. Conclusions & Implications 5. Further Reading 2 All data correct at time of publishing. 1. Introduction 1. Introduction Corporate Structure Schwarz Group: A global retail colossus in the guise of a SME Private German grocery retailer Schwarz Group is one of the fastest-growing retailers, with a presence in 26 European markets. It focuses on two formats, which operate as completely separate entities: Lidl discount stores and Kaufland price-focused hypermarkets & superstores. Schwarz Finanz- und Beteiligungs-Gesellschaft (SBG) Owned by Dieter Schwarz Non-Profit Foundation (99.9%) and Schwarz Unternehmenstreuhand – SUT (0.1%, all voting rights) Kaufland Stiftung Lidl Stiftung Germany Austria Belgium Bulgaria Croatia Cyprus Czech Republic Denmark Finland 4 France Greece Hungary Ireland Italy Luxembourg Malta Netherlands Poland Portugal Source: Schwarz Group, Planet Retail Romania Slovakia Slovenia Spain Sweden Switzerland United Kingdom Lithuania (planned) Serbia (planned) USA (considered) Organisationally and operationally independent competitors Germany Bulgaria Croatia Czech Republic Poland Romania Slovakia 1. Introduction Management Structure Schwarz Unternehmenstreuhand (SUT) Dieter Schwarz Klaus Gehrig Extraordinary Member Chairman & CEO Lidl Stiftung 5 Various other, internal and external partners Kaufland Stiftung Board of Directors Board of Directors Karl-Heinz Holland, Chairman & CEO Frank Lehmann, Chairman & CEO Holger Albrecht, Deputy Chairman Hans Christoph Templin, Lidl International Patrick Kaudewitz, Lidl International Bojan Luncer, Lidl International Dawid Jaschok, Lidl International Gerd Chrzanowski, Central Services Robin Goudsblom, Head of Buying International Richard Lohmiller Jr, Member of the Board Rupert Schädler, Member of the Board Siegfried Ganshorn, Member of the Board Daniel Kunzi, Administration Source: Schwarz Group, Planet Retail