Table of Contents
Analyst Comment
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- Amazon in Europe
- €16.7bn sales in 2013
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- Figure 1: Amazon Europe: Group sales performance, excl. sales tax, 2008-13
- Amazon in clothing
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- Figure 2: The consumer: Percentage that bought clothing from Amazon in the past year, August 2013
- Amazon in electricals
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- Figure 3: The consumer: Percentage that bought electrical goods from Amazon in the past year, August 2013
- Amazon in grocery
- What it means
European Retail Sales
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- Key points
- Retail sales
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- Figure 4: Major European economies: Year on year retail sales value growth, 2013-14
- Figure 5: Major European economies: Year on year retail sales volume growth, 2013-14
- Inflation
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- Figure 6: Major European economies: All items CPI, 2013-14
- Figure 7: Major European economies: Food price inflation, 2013-14
Headlines for the Month
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- Grocers
- Clothing retailing
- Mass merchandisers
- Multi-sector retailing
- Home shopping
News Analysis – Food and Drink
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- Co-ops
- Switzerland: Switzerland’s Coop profits increase 2.2%
- UK: Co-op
- …plans convenience store expansion
- …surveys public regarding its future
- …2013 losses to be over £2bn
- …documents leaked over Co-op salary increases
- Convenience stores
- UK: McColl’s launches initial public offering
- UK: Spar gets boost from television campaign
- Grocers
- Bulgaria: Delhaize Group to sell Bulgarian operations
- Europe: Buying alliance formed by four large European grocers
- Europe: Carrefour to invest more money after profit rise in 2013
- Europe: Jerónimo Martins reports full-year sales increase
- Europe: Schwarz Group looking to Serbian market
- Europe: Tesco is reported to be considering combining its Turkish operation with a local operator
- France: Leclerc reports strong performance from drive-thru collection points
- Ireland: SuperValu reports sales increase
- UK: Aldi
- …and Lidl further store expansion plans
- …beats Waitrose for first time in supermarket poll
- UK: Asda
- …announces additional £100m in price cuts
- …sees drop in like-for-like sales in fourth quarter
- …to introduce 130 more hybrid checkouts
- UK: Morrisons
- …looking for sale to private equity firms
- …shares surge due to founding family buyout rumour
- …to take on Aldi and Lidl with price cuts
- UK: Sainsbury’s
- …and Co-op follow Tesco and reduce milk prices
- …finance director expects continued discounter growth
- …launches UK’s first ‘grown by women’ coffee
- …Waitrose and discounters see market share growth
- UK: Tesco
- …appoints George Dymond
- …customers' passwords leaked online
- …reveals profit of online grocery business
- …to introduce ‘digital wallet’
- …to make changes to middle management
- …to reset UK margins
- …finance director could be on the way out
- …Warren Buffett decreases stake in Tesco
- UK: Waitrose
- …staff to carry tablets
- …and Nisa are next retailers to lower milk prices
- Specialist food retailers
- UK: Thorntons first half profits increase
News Analysis – Non-food
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- Clothing retailing
- Europe: Internacionale close to entering administration
- Europe: Primark sees 4% increase in like-for-like sales
- Europe: TJX Europe plans 40 new stores
- UK: Bolongaro Trevor receives £1 million funding
- UK: CEO of Hobbs to step down from role
- UK: Coast to restructure as it goes for double-digit growth
- UK: Karen Millen to open new Knightsbridge flagship store
- UK: Mulberry appoints Louis Vuitton executive
- UK: New Celtic Sheepskin & Co boss to take company “back to its roots”
- UK: New Look
- …aims to expand before IPO
- …chairman Alistair McGeorge to depart
- …reports sales increase
- UK: Topshop to give customers virtual front row experience of London Fashion Week
- Footwear retailing
- UK: Shoe Zone announces full-year sales increase
- Mass merchandisers
- Europe: Costco to open warehouses in Spain
- Mixed goods retailing
- Europe: Tiger sees 45% increase in turnover
- UK: Poundland
- …given £750m valuation
- …confirms plans to launch an IPO
- UK: The Works has best January sales ever
- UK: Three retailers set to float in coming weeks
- Multi-sector retailing
- Europe: Marks & Spencer set to open stores in Finland
- Europe: Metro Group
- …reports solid start to 2014
- …Russian Metro edges closer to IPO
- UK: M&S could offer share buyback to reassure investors
- Department stores
- UK: Eleven Paris creates new Kate Moss collection exclusively for Selfridges
- UK: John Lewis
- …announces weekly sales increase
- …launches new JLAB technology incubator
- …posts strong performance in 2013
- …sees sales increase despite weather
- DIY retailing
- UK: Wickes reports sales increase but drop in profits
- Electrical retailing
- UK: BrightHouse reports revenue growth
- UK: Dixons and Carphone Warehouse confirm merger talks
- UK: Montagu puts Maplin up for sale
- Carpet retailing
- UK: United Carpets sees like-for-like sales increase
- Furniture retailing
- UK: Bathstore
- …to go up for sale
- …website sees dramatic improvement
- UK: DFS to provide financial support to furniture brand Dwell
- Homewares retailing
- UK: Dunelm interim results show 4.8% revenue growth
- Home shopping
- Europe: Klingel acquires Stilago
- Europe: Zalando sales increase by more than half in 2013
- Germany: Amazon to launch Amazonfresh to Germany
- Germany: Rewe preparing to challenge Amazon
- UK: Amazon rebrands LoveFilm service
- UK: Ao.com
- …valued at £1.2bn on London Stock Exchange
- …asks suppliers for transparency
- …sees shares soar after stock market debut
- UK: Asos improves online delivery options
- UK: Blue Inc overhauls its online business
- UK: Boohoo
- …IPO to be valued at £500 million
- …plans overseas expansion from IPO proceeds
- …former Shop Direct chief executive joins Boohoo board
- UK: Lovehoney to launch new Frisky Business TV series
- UK: Marks and Spencer re-launches website
- UK: Moonpig.com owner planning IPO
- UK: My-Wardrobe launches ‘try it, keep it, buy it’
- UK: Ocado to launch new kitchen and barbecue range
- UK: PoundPanda closes from heavy online traffic
- UK: Shop Direct tests augmented reality
- UK: UK online retail sees strongest January performance since 2009
- UK: Online spend up 18% y-o-y in January 2014
- UK: UK shopping by smartphone continues to increase
- Health and beauty retailing
- UK: Superdrug to launch three new store designs
- UK: The Body Shop appoints new retail director
- Books and stationery retailing
- UK: Smiggle launches in the UK
- Sports and leisure goods retailing
- UK: Sports Direct announces profit rise in third quarter
- Miscellaneous specialist retailing
- UK: Mothercare’s CEO Simon Calver resigns
- UK: Pets at Home
- …IPO valued between £1.05 billion and £1.3 billion
- …moves forward with float
- …appoints new directors in preparation for flotation
- …private equity owner to potentially make £200m as a result of float
- Economy
- UK: Footfall increases as shoppers look to shopping centres to avoid the weather
- UK: January 2014 sees strongest sales growth since March 2010
- UK: ONS reports strong retail growth for January
- UK: Retailer store expansion stunted in 2013
- UK: Shop prices fall for tenth consecutive month
- UK: Local Data Company shop vacancy rate falls in February
Electrical Goods Retailing – Europe
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- Dixons Retail Plc
- What we think
- Company background
- Company performance
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- Figure 8: Dixons retail group: Like-for-like growth, 2012/13 and 2013/14
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- Figure 9: Dixons Retail Plc: Group financial performance, 2008/09-2013/14
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- Figure 10: Dixons Retail Plc: Outlet data, 2008/09-2012/13
- Retail offering
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- Figure 11: Dixons retail: UK sales mix, 2012/13
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