Table of Contents
Analyst Comment: The Impact of COVID-19 on Shopping Behaviour
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- Overview
- Consumers are still concerned about the risk of infection
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- Figure 1: Those worried about the risk of being exposed to the coronavirus, March-July 2020
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- Figure 2: Those worried about the risk of being exposed to the coronavirus, by age, 13th-22nd July 2020
- Spaniards feeling uncomfortable to resume ‘normal’ activities
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- Figure 3: Those claiming to feel uncomfortable doing the following activities, 13th-22nd July 2020
- Shift to online appears to have come to stay
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- Figure 4: Those claiming to have increased the amount of shopping they do online, March-July 2020
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- Figure 5: Those claiming to have increased the amount of shopping they do online, 13th-22nd July 2020
- Opportunities for retailers as a result of COVID-19
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- Figure 6: Gucci’s new video service connects store staff with consumers, June 2020
- Figure 7: Carrefour’s voice grocery shopping with Google Assistant, June 2020
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- Figure 8: Those claiming to limit the time they spend in-store, April-July 2020
- Opportunities for non-cash payments
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- Figure 9: Those claiming to be trying to avoid using cash where possible, April-July 2020
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- Figure 10: Those claiming to be trying to avoid using cash where possible, by age group, 13th-22nd July 2020
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- Figure 11: Those claiming to be using click-and-collect more often, April-July 2020
- Negative impact of COVID-19 stronger in Italy
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- Figure 12: Perception of impact of COVID-19 on financial situation, 13th-22nd July 2020
European Retail Sales
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- Key points
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- Figure 13: Major European economies: Year-on-year retail sales value growth, 2019-20
- Figure 14: Major European economies: Year-on-year retail sales volume growth, 2019-20
- The short, medium and long-term impact on retail
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- Figure 15: Expected impact of COVID-19 on retail, short, medium and long-term, 2020
- Inflation
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- Figure 16: Major European economies: All items CPI, 2019-20
- Figure 17: Major European economies: Food price inflation, 2019-20
Launch Activity and Innovations
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- France: Carrefour integrates loyalty card with Apple Wallet
- Denmark: Netto launches online grocery subscription service
- France: Fnac Darty to begin distributing Citroën’s latest electric vehicle at its stores
Headlines for the Month
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- Convenience stores
- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- Electrical retailing
- Furniture retailing
News Analysis – Food and Drink
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- Convenience stores
- Netherlands: Spar converts sea container into new ‘mini Spar’ format
- UK: Nisa welcomes forecourt Ascona Group amongst its 242 new store recruitments
- Grocers
- Belgium: Spar launches automated external defibrillators at outlets
- Belgium: Carrefour launches private label ‘les Belges’ in Belgium with plans for further expansion
- Belgium: Colruyt
- …takes majority stake in data specialist Daltix
- …rolls out detachable and reusable handles for shopping trolleys
- France: Carrefour launches own food marketplace for third party brands
- France: Fanprix and Decathlon extend partnership
- Netherlands: Albert Heijn to acquire five Jumbo Heerschap Stores
- Portugal: Mercadona unveils accelerated expansion plans which will see 20 stores open annually
- Spain: Eroski reports 2.4% decline in revenues for the year
- Spain: Esselunga launches recyclable water bottles under private-label brand
- Sweden: Coop introduces new AI-based assistant to its website
- UK: Aldi and Deliveroo extend tie-up into London
- UK: Asda and Uber Eats rolls out grocery home delivery service this week
- UK: Morrisons
- …opens dedicated website for its clothing brand Nutmeg
- …reopens all supermarkets with an added hot-food takeaway service
- UK: Sainsbury’s online grocery sales more than double in the first quarter
- UK: Tesco
- …first quarter sales boosted by surge in demand during lockdown
- …to use surplus food to power stores in new renewable energy push
- Off-licences
- UK: Majestic Wines to reopen its entire store estate
- Other food specialists
- UK: Boost in online sales accelerates Cake Box’s delivery service
- UK: Holland & Barrett and Booths launch on Deliveroo to boost customer reach during lockdown
News Analysis – Clothing and Footwear
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- Clothing retailing
- France: Orchestra Prémaman to close stores in Belgium
- Germany: Esprit closes 50 stores leading to a loss of 1,100 jobs
- Germany: H&M expands Sellpy to Germany as part of its international expansion plans
- Italy: Gucci
- …launches virtual shopping service
- …increases bag prices to mitigate COVID-19 impact
- Netherlands: Suit Supply receives €40 million in government-guaranteed loans
- Spain: Mango gains 900,000 new customers during lockdown as ecommerce grows 50%
- Sweden: H&M reports 50% slump in Q2 results and reflects on learnings from COVID-19
- UK: AllSaints launches CVA for UK and US stores
- UK: Facemask vending machines launched across the UK
- UK: Forever 21 relaunches online in selected European markets
- UK: H&M to close 170 stores internationally
- UK: Joules to end its current financial year in the red thanks to COVID-19
- UK: Matalan outlines recovery phase as revenues grow 2.3%
- UK: Monsoon Accessorize bought out of administration by owner
- UK: New Look warns landlords of pre-pack deal if it cannot renegotiate turnover-based rents
- UK: Oliver Bonas receives £3.5 million in funding to help it transition out of lockdown
- UK: Primark
- …reopens all 153 stores in England with ‘strict social distancing protocols’
- …Q3 sales fall but reopened stores has seen an encouraging performance
- UK: Quiz appoints administrators to subsidiary Kast Retail in a bid to negotiate rent terms
- UK: River Island
- …plans to cut 250 head office roles following fall in sales
- …signs first licensing agreement with KMI Brands
- UK: Ted Baker raises £100m to help it weather the COVID-19 downturn
- UK: The Fraser Group buys £100m stake in Hugo Boss
- UK: TM Lewin to close all stores as it works to ‘right-size’ the business
- Footwear retailing
- UK: Hotter shoes launches CVA to downsize store portfolio
- UK: Kurt Geiger will donate first month of store profits from June 15
- UK: LK Bennett to reduce selected head office employees’ salaries by 10%
- UK: Shoe Zone closes 20 stores amid half-year losses
News Analysis – Mixed Goods
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- Multi-sector retailing
- France: Action to trial click and collect service allowing customers to fill ‘virtual baskets’ online
- Netherlands: Hema negotiates debt reductions with creditors
- UK: B&M reports strong full year results despite COVID-19 disruptions
- UK: Halfords sales inch up in the year as cycling drives lockdown sales
- UK: M&S relaunches overhauled loyalty programme
- UK: Mothercare looks for new funding providers
- UK: Poundstretcher launches CVA as it ‘seeks to restructure UK store portfolio’
- UK: Wolf & Badger reports ‘record growth’ amidst COVID-19 peak in April
- Department stores
- Belgium: Galeria Inno to open online marketplace in 2021
- France: Historic department store Tati on boulevard Barbès in Paris is to close
- UK: Debenhams reveals more store closures in shopping centres after talks with Intu fail
- UK: Harrods
- …to open at Westfield London on July 3
- …to cut 680 jobs blaming COVID-19
- …holds sale outside Knightsbridge flagship store for the first time in a new Westfield outlet
- UK: John Lewis warns of job cuts as part of its post-coronavirus cost-cutting drive
- UK: Liberty London rebrands logo and website in celebration of its 145th anniversary
News Analysis – Household Goods
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- DIY retailing
- France: Bricolage unveils new ad campaign to celebrate its 40th anniversary
- UK: Kingfisher
- …and delivery services firm DPD hire 7,500 workers to meet increasing demand
- …reveals new strategic direction as full year profits fall
- UK: Topps Tiles sales decline 53% in the third quarter
- UK: Travis Perkins to cut 2,500 UK jobs and close 165 stores across its group
- Electrical retailing
- Belgium: Coolblue opens largest Benelux store in Brussels
- UK: Microsoft moves online and closes its global network of stores
- UK: PC Currys reopens 131 stores as ‘tech help hubs’
- Furniture retailing
- Sweden: Swedish bed brand Carpe Diem debuts in UK
- UK: Bensons for Beds bought out of administration in pre-pack deal
- UK: Oak Furnitureland future sealed in a pre-pack administration deal
- Homewares retailing
- UK: Dunelm reveals its first ‘localised edit’ concept store in West Sussex
News Analysis – Online
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- UK: Amazon
- …launches start-up accelerator programme
- …CMA approves Amazon and Deliveroo tie-up
- …Amazon may postpone Prime Day to October
- UK: Ao.com teams up with Emarsys platform in new personalisation push
- UK: Boohoo
- …launches urgent review of UK supply chain
- …snaps up Oasis and Warehouse online businesses
- UK: Emma revenue grows 120% during first half of 2020
- UK: Gear4music reports significant increase in demand during coronavirus lockdown
- UK: Google launches new campaign to help small British businesses
- UK: Instagram expands in-app shopping feature to small businesses and individual creators
- UK: MaskClub launches in the UK with a subscription service
- UK: N Brown posts 6.1% dip in revenues but 5.5% growth in online
- UK: Naked Wines reduce losses as lockdown accelerates sales
- UK: PrettyLittleThing films summer campaign with drone
- UK: Sosandar reduces losses for its first quarter thanks to quick response to COVID-19
- UK: Studio Retail Group report 55% rise in sales
- UK: The Very Group cuts 106 head office roles but creates 100 jobs for its technology division
News Analysis – Other Retail
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- Health & beauty retailing
- UK: Boots parent and Microsoft team up in personalisation push
- Sports and leisure goods retailing
- UK: JD Sports
- …appoints administrators to its Go Outdoors brand
- …reacquires Go Outdoors in pre-pack administration deal
- …calls for ‘rental realism’ as it looks to a new normal
- UK: Pure Electric reopens 11 converted Cycle Republic stores
- UK: Under Armour to launch ‘sportmask’ for athletes
- Toys and Games Retailing
- UK: The Entertainer revamps Bullring flagship in Birmingham with £1m investment
- Shopping centres
- UK: Intu falls into administration after talks with lenders fail
- UK: Westfield reveals plans to turn House of Fraser store into co-working space
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