Confidential · Prepared for Aldi US
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Prepared for
Aldi US
Aldi US
The math behind Aldi Mobile.
Aldi already has the relationship: 25% of US households shop Aldi, ~15 million app members, weekly visits. Aldi Mobile turns that into a monthly recurring one. Every assumption editable — app member 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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