Observed Signal · Jun 11, 2026 · Earnings Report · Source: Manager Magazin · Impact: 4/5 · Sentiment: Positive
Schwarz Group Revenue Rises to €185.6B as Stores Expand
The Schwarz Group — owner of Lidl and Kaufland — reported growth for the 2025/26 financial year with total revenue of €185.6 billion, a 5.8% increase year-on-year. The company opened 300 new stores, bringing its global network to about 14,500 locations across 33 countries. Lidl generated roughly €140 billion (up 6.1%), while Kaufland delivered €36.7 billion (up 4.3%). The group's combined e-commerce sales remained flat at €1.7 billion. Digital and IT activities grew: Schwarz Digits reported €2.2 billion in revenue (≈16% growth), attributed largely to rising demand for cloud solutions, and the group confirmed a large data‑centre investment in Brandenburg. The Schwarz Group increased investments to about €9 billion, created 9,000 new jobs (5,000 in Germany) and employed roughly 604,000 people worldwide. Management said further investments above €10 billion are planned for the current year.
Large European retail group's sizable revenue growth, store expansion and major digital/cloud investments affect retail market share, retail media opportunities and potential adtech/data partnerships.
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Key Takeaways & Evidence Grounding
- Schwarz Group total revenue for 2025/26: €185.6 billion (up 5.8%).
- Opened 300 new stores; total store count now ~14,500 across 33 countries.
- Lidl revenue: ~€140 billion (up 6.1%); Kaufland revenue: €36.7 billion (up 4.3%).
- Combined e-commerce revenue for Lidl and Kaufland remained €1.7 billion (flat year-on-year).
- Schwarz Digits revenue: €2.2 billion (growth ~16%), driven by demand for cloud solutions; group investing in a large Brandenburg data centre.
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Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Schwarz Group Advances Logistics Automation and E-Mobility
The Schwarz Group, parent of Lidl and Kaufland, is accelerating automation, electrification, and digital networking across its supply chain. At its second Future Day in Kaufland's Geisenfeld logistics center, over 650 industry leaders discussed autonomous transport, AI-supported warehouse processes, e-mobility, and circular economy. Lidl is testing a cabless autonomous electric truck with Einride on public roads, a first for German food retail. Kaufland's Geisenfeld site is 80% automated for food picking, with robots handling 70% of depalletizing. The group's cloud platform STACKIT, from Schwarz Digits, supports digital sovereignty and data integration. Investments in charging infrastructure, electric fleets, and circular systems aim to reduce emissions. The group sees automation as a response to labor shortages, shifting employee roles toward oversight and problem-solving. The event underscores logistics as a technology and infrastructure task for the group.
Schwarz Group plans €5.6B datacenter near Rostock
The Schwarz Group will invest up to €5.6 billion to build a major data centre in the Dummerstorf industrial area (Rostock district), led by CEO Gerd Chrzanowski. The facility targets an initial capacity of 240 MW by 2033 with potential expansion to 1 GW by 2045 and is intended to host the group’s digital ecosystem, including Schwarz Digits, as a European sovereign cloud and AI alternative under German law to support public-administration digitalisation. The site was chosen for its high-voltage grid connection and access to on- and offshore wind power; operations are planned to run exclusively on renewable electricity and to reuse waste heat via a district-heating cooperation with Stadtwerke Rostock. Construction is expected to create thousands of jobs and about 120 permanent high-skilled roles; Schwarz Digits reported €2.2 billion revenue last year (up 16%).
Schwarz Digits Co‑Chief Rolf Schumann Departs
Christian Müller (49) has become sole head of Schwarz Digits, the digital division of the Schwarz Group (parent of Lidl and Kaufland), after co‑chief Rolf Schumann (51) departed with immediate effect following seven years at the unit. Schumann joined as Chief Digital Officer in 2019 and was appointed to the group's board in spring 2020; the pair jointly launched loyalty programmes such as Lidl Plus and the Kaufland Card, now used by more than 100 million people. Schwarz Digits is expanding to become a European alternative to major cloud providers — a hyperscaler offering storage and compute to external customers — backed by a multibillion‑euro programme including an €11 billion data‑centre project in Lübbenau in the Spreewald region.
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