August 2026: Net Sales +7.17 % YoY, Fresh Produce Margin 27.39 % → 24.10 % on Doubled Markdowns, Promoted Baskets Thinner at 2.18 Units, Private Label 35.33 % of Dry Grocery Units
Assumptions strip
You did not state a period; last full month (August 2026) was assumed, compared with August 2025 (equal trading days). No row-level rule is bound to this agent; the run was produced on every row. Margin is measured at category level; brand-tier margin is not in this model.
August net sales of 73.2 M € were 7.17 % above last year, and the growth was not uniformly healthy. Fresh Produce outgrew the network (+9.82 %) while its gross margin share fell from 27.39 % to 24.10 %, with markdowns doubling from 0.294 M € to 0.593 M €. In Dry Grocery, private label kept taking share of units — 35.33 % against 31.20 % a year ago — while branded units fell 5.30 %; the category's average unit price barely moved. The promotion programme brought 28.87 % more promoted transactions but a thinner promoted basket, 2.18 units against 2.41; promoted sales are now 30.16 % of the network. A sentence calling August the strongest promotion month of the year was held: no query in this run compared the months, and promotion funding is not in the model.
— Run: weekly, the workspace's approved model, data complete through 2026-09-20. Guard Ledger: held 1 — candidate f-03 draft, reason unproven_superlative (gate 4): token strongest promotion month of the year had no queried month series behind it, one coached rewrite still carried it, then held; not_selected 0; duplicate 0.