European Retail Briefings - November 2005

NEWS ANALYSIS
 BAKERS (RETAIL)
UK: Greggs continues good progress
 GROCERS
Belgium: Delhaize Q3 sees sales rise, profits drop
France: Carrefour to extend Chinese foothold
France: Casino delivers rise in Q3
Germany: Aldi expands German children’s line
Netherlands: Ahold
…continues steady course
…while Albert Heijn drops prices
Netherlands: AH to launch convenience brand
Portugal: J Martins pushes forward in 2005
Sweden: Axfood falters in Q3
UK: Asda
…knocks down prices
…expands George
…and launches travel service
…while plotting challenge with small store format
…as sales rise in 2004
…and staff numbers to grow in 2005
UK: Sainsbury’s
…to bring IT back in-house
…as it hits recovery road
UK: Tesco increases online focus
 OFF-LICENCES
UK: Majestic delivers H1 results
 CLOTHING RETAILING
Germany: Boss Woman drives Hugo forward
Germany: Tengelmann reports full year dip
Italy: Benetton reaps reward from new collections
Sweden: H&M
…in luxury link up
…and Stella does the business
UK: Burberry reports solid H1
UK: Matalan confirms performance slump
UK: Mothercare pushes forward in H1
UK: New Look looks to new horizons
UK: Peacock Group
…poised to go private
…and posts pleasing first half
UK: Primark
…delivers for ABF
…but is hit by fire damage
 MULTI-SECTOR RETAILING
Finland: Kesko pushes forward in Q3
Germany: Beate Uhse continues upbeat results
Germany: Karstadt sales still flagging
Germany: Metro sheds property as sales rise
Germany: Tengelmann reports full year dip
Netherlands: Five bidding for Vendex portfolio
UK: GUS announces demerger plans
UK: Boots
…growth slowed by revamp
…as prices fall again
UK: Marks & Spencer
…makes mobile move
…and considers catering
… while Rose triumphs in Q2
 DEPARTMENT STORES
UK: Debenhams delivers the goods on full-year
UK: Fortnum to revamp flagship store
UK: OFT accuses HoF/Oakley
 DIY RETAILING
France: Bricorama sees sales grow
UK: Tough trading at Travis
 ELECTRICAL RETAILING
UK: Powerhouse selling off stores
 CARPET RETAILING
UK: Carpetright hit in H1
UK: Powerhouse to sell off stores
 FURNITURE RETAILING
Germany: All change at Ikea Germany
UK: Homestyle sees refinancing success
UK: Feather & Black snapped up by Wade
 BOOK AND STATIONERY RETAILING
UK: Clintons posts pre-tax loss in H1
 SPORTS AND LEISURE GOODS RETAILING
UK: Blacks resilient in first half
UK: All:sports all gone to JD
 JEWELLERS
UK: Slide continues at Signet UK
UK: Omega to make Old Bond debut
UK: Theo Fennell confirms solidity in H1
 GARDEN CENTRES
UK: Wyevale
…terminates Cinven talks
…and faces renewed threat from Laxey
 TOYS AND GAMES RETAILING
UK: Game on at Hamleys
 MISCELLANEOUS SPECIALIST RETAILING
UK: Powerhouse selling off stores
ECONOMIC NEWS
Australia: Retail sales unexpectedly down
Canada: High street sales push ahead
China: Sales up again in October
Czech Republic: Retail sales rise but miss expectations
Denmark: Consumers hit the streets
Germany: September sees retail slip
Ireland: Rise in the retail arena, says CSO
Norway: Retail sales on the up in September
Poland: Sales slow
UK: High street edges forward, says ONS
UK: BRC sees improvement on high street
UK: Retail continues to fare badly
MARKET ANALYSIS: FOOD RETAILING IN EUROPE
 EUROPEAN FOOD RETAIL INSIGHTS
 EUROPEAN SECTOR VALUE AND TRENDS
Figure 1: Europe: all food retailers’ sales, 2000-04
Figure 2: Europe: food retailers’ share of all retail sales, 2000-04
Food retail sales by country
Figure 3: Europe: foors retailers’ sales performance by country, 2000-04
Figure 4: Europe: Food retailers’ sales by country
Figure 5: Europe: Food retailers as % of all retail sales by country, 2004
Figure 6: Europe: Food retailer – percentage point change in sector’s share of all retail sales, 2000-04
 LEADING EUROPEAN FOOD RETAILERS
Figure 7: Europe: Leading food retailers’, sales performance, 2003/04-2004/05
Figure 8: Europe: Leading food retailers’ market shares, 2003 and 2004
Figure 9: Europe: Leading food retailers’ market share trends in their domestic markets
COMPANY PROFILE: CARREFOUR
What is it? The bare facts
Top in several European markets
Figure 10: Carrefour: share of all European food retailers, 2000-04
Figure 11: Carrefour France: Sales as % all French food retailers sales, 2000-04
 FINANCIAL DATA
Figure 12: Carrefour: Group financial performance, 2000-04
Figure 13: carrefour: European financial performance, by country, 2000-04
2005
Sales by retail type
Figure 14: Carrefour total network sales in Europe, 2004
Figure 15: Carrefour: total network sales in Europe, 2004
 OUTLET NUMBERS
Figure 16: Carrefour Europe: Banner sales and outlets, 2004
Figure 17: Carrefour Europe: Outlet numbers, 2000-04
 PRODUCTS
Figure 18: Carrefour: Hypermarket product breakdown, 2004