Confidential · Prepared for Aldi US
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Prepared for
Aldi US
Aldi US
The math behind ALDI Mobile.
Aldi already has the footprint: nearly 2,800 US stores, 1 in 3 US households shopping in 2025, 17 million new customers in 2025 alone. ALDI Mobile turns that physical relationship into a monthly recurring one. Every assumption editable — customer base, penetration target, plan mix, grocery share-of-wallet lift. Watch the 5-year P&L, dashboards, and break-even year update in real time. The first FMCG MVNO at scale in the United States.
Show margin without grocery share-of-wallet liftBundled mobile customers tend to visit more often and spend more per visit — Tesco PLC explicitly cites mobile as part of "deepening customer relationships" in its annual report. The exact magnitude varies by grocer and depends on Aldi-specific basket dynamics; we model it as $/customer/year of incremental grocery profit so Aldi can set the assumption against its own data. Toggle this ON to strip the effect out and pressure-test the mobile P&L on its own.
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