Table of Contents
Analyst Comment
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- Developments in food retailing
- Growth in organics
- Better service
- What about the discounters?
- Where next?
European Retail Sales
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- Key points
- Retail sales
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- Figure 1: Major European economies: Year-on-year retail sales value growth, 2016-17
- Figure 2: Major European economies: Year-on-year retail sales volume growth, 2016-17
- Inflation
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- Figure 3: Major European economies: All items CPI, 2016-17
- Figure 4: Major European economies: Food price inflation, 2016-17
Headlines for the Month
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- Grocers
- Multi-sector retailing
- Electrical retailing
- Home shopping
- Health & beauty retailing
- Luxury goods retailing
News Analysis – Food and Drink
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- Convenience stores
- UK: Simply Fresh launches new city formats
- Grocers
- France: Auchan launches health and wellbeing campaign
- France: Carrefour trials urban farming
- France: Casino progresses in France
- France: Lidl introduces clothing range in France
- Germany: Aldi Süd Opens Pop-Up Bistro In Cologne
- Germany: Edeka full-year sales rise 2.5%
- Italy: Despar Italia to invest €200m as sales grow
- Netherlands: Ahold Delhaize
- …net sales rise 65.1%
- …reports pro forma historical data
- Portugal: Lidl sees room for growth in Portugal
- Spain: Dia and Eroski partner to create private label trading company
- UK: Asda reinstates Farm Stores brand to replace Smart Price
- UK: Morrisons
- …cuts the price of 1,000 items
- …like-for-like sales rise 3.4%
- UK: Sainsbury's
- …adds Asian buns and gluten-free options in food-to-go
- …full-year profits slip 1%
- …introduces branded apparel with Russell Athletic
- …plots further growth for Argos and Habitat
- UK: Tesco
- …launches healthier living campaign
- …sells opticians business to Vision Express
- …like-for-like sales rise 0.9%
- UK: The Co-op Welsh store expansion
- UK: Waitrose trialling recipe box subscription
News Analysis – Non-food
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- Clothing retailing
- Germany: Hugo Boss delivers 1% increase in Q1
- Spain: Superdry reaches 30 stores in Spain
- Spain: Zara opens largest store to date in Madrid
- UK: Ann Summers turnover declines 3%
- UK: Arcadia set to launch Outfit fascia on the high-street
- UK: Boden to open John Lewis concessions
- UK: Bombinate: New men's fashion marketplace set for launch
- UK: Bonmarché sees improvement in Q4
- UK: Burberry
- …announces staff relocation
- …retail revenues up 3% led by the UK
- UK: Coast, Oasis and Warehouse receive bidder interest
- UK: Honey Birdette plots UK retail roll-out
- UK: Jaeger
- …announces 200 job cuts amid store closures
- …collapses into administration
- UK: Kit and Ace closes shop in the UK, US and Australia
- UK: Monsoon reports decline in profits
- UK: Next total sales down 2.5%
- UK: Primark
- …owner seeks new chairman
- …performs well in the UK and Europe
- UK: Store Twenty One facing potential collapse
- Footwear retailing
- UK: Clarks axes HQ roles
- UK: Jimmy Choo business up for sale
- UK: LK Bennett's founder to return as adviser
- UK: Rylko prepares for UK launch
- UK: Soletrader revenues broadly flat on the year
- Multi-sector retailing
- France: Gifi owner Philippe Ginestet proposes to save Tati
- Netherlands: Hema full-year sales rise 4.7%
- UK: Halfords' CEO Jill McDonald to head up M&S clothing
- UK: M&S aligns clothing and food in 'Spend it Well' campaign
- UK: Marks & Spencer to open 36 stores in six months
- UK: Marks & Spencer to trial online food offering
- UK: Pep&Co suffers loss in first trading period
- UK: Woolworths may make a return to UK high street
- Department stores
- UK: Debenhams
- …to reveal store overhaul plans
- …unveils new strategy amid declining profits
- UK: Fenwick to close Windsor department store
- UK: House of Fraser
- …former chief executive joins The Range
- …like-for-like sales grow 0.9%
- Electrical retailing
- France: Fnac Darty
- …continues with international expansion
- …group revenues down 3.2% in Q1
- …launches its own payment card
- Carpet retailing
- UK: Carpetright like-for-likes rise 1.4%
- DIY retailing
- UK: Bunnings reports rise in UK sales
- UK: Travis Perkins like-for-likes up 2.7%
- Furniture retailing
- UK: Bathstore experiments with alternative reality in-store
- UK: Dunelm struggles to grow sales
- Home shopping
- Belgium: Zalando trials geo-location delivery
- France: Vente-privee acquires Le Petit Ballon
- Germany: Amazon Fresh launches in Germany
- Germany: Zalando
- …continues to expand rapidly
- …Q1 sales grow 23.1%
- Italy: Yoox Net-a-Porter strong sales momentum continues
- UK: Amazon
- …launches own fashion label Find
- …lures subscribers with exclusive live music events
- …unveils weather-personalised shopping feature
- UK: Boden to open John Lewis concessions
- UK: Boohoo reports surge in sales and profits
- UK: Gear4Music delivers profitable growth
- UK: Eve Sleep readies first London Stock Exchange float
- UK: JoJo Maman Bébé hires Jaeger trading director
- UK: Lavitta closes all stores after a year in operation
- UK: Missguided
- …considering sale or flotation
- …sales surge yet profits undisclosed
- UK: N Brown profits fall amid investment
- UK: The Hut sales soar 50%
- UK: Watchshop.com launches sunglasses boutique
- Health & beauty retailing
- Germany: Dm-drogerie reaches €5bn turnover
- UK: Superdrug extends vegan cosmetics range
- Book and stationery retailing
- UK: WH Smith revenues rise 2%
- Sports and leisure goods retailing
- UK: JD Sports grows 31% as fashion division outperforms
- Garden centres
- UK: Dobbies teams up with Ocado online
- Luxury goods retailing
- France: Kering unveils outstanding revenue growth in Q1
- France: LVMH
- …records 15% turnover rise in Q1
- …to buy Christian Dior Couture
- International: Coach agrees to buy Kate Spade
- Opticians
- UK: Tesco sells opticians business to Vision Express
- Shopping locations
- UK: Hammerson and Appear Here partner on pop-up initiative
- UK: Oxford Street transformation project due to begin in 2018
- Economy
- UK: Deflation in non-food prices begins to ease
- UK: Easter sees healthy rise in footfall
- UK: Grocery market grows 3.7% over Easter
- UK: March retail sales decline 1.0%
- UK: Retail sales grow 3.3% in March
- UK: Retail sales grow 5.6% in April
- UK: Retailers see growth in online searches
- UK: Springboard forecasts 5.4% Easter footfall boost
- UK: Vacancy rate on retail parks falls to new low
- UK: Visa reports slowing consumer spending
OBI
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- What we think
- Expansion of customised home improvement and garden project solutions
- Company background
- Company performance
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- Figure 5: OBI: Estimated group sales performance, 2012-16
- Figure 6: OBI: Outlet data, 2012-16
- Retail offering
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