Table of Contents
Highlights: September 2004
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- Food retailers
- Clothing and footwear retailers
- Multi-sector retailers
- Department stores
- DIY retailers
- Furniture and household goods retailers
Commentary: KarstadtQuelle – the Crisis Deepens
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- Figure 1: KarstadtQuelle: A clarification of plans for Over-the-counter retailing
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Focus: H&M Hennes & Mauritz
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- Background
- History
- Ownership
- Expansion in Europe and beyond
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- Figure 2: H&M Hennes & Mauritz: International expansion record
- Plans to step up international expansion
- Marketing and the offer
- Concept stores
- Long standing home shopping arm
- Financial data
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- Figure 3: H&M Hennes & Mauritz: Financial performance, 1998/99-2002/03
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- Figure 4: H&M Hennes & Mauritz: % change in local currency sales by country, 2001/02-2002/03
- Figure 5: Hennes & Mauritz: Relative sales importance by country, 1999/2000 and 2002/03
- Interim results 2004/05
- Outlets
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- Figure 6: H&M Hennes & Mauritz: Outlet data, 1998/99-2002/03
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- Figure 7: Hennes & Mauritz: Sales versus outlet growth by country, 1999/2000-2002/03
- Concept stores
- Future expansion
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- Figure 8: H&M Hennes & Mauritz: New store openings, December 2003-May 2004
- Products
- Sourcing and lead times
- Buying functions split
- Customer loyalty card
- Home shopping
- SWOT
- Economic data
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- Figure 9: Economic updates, October 2004
News Analysis
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- General market developments
- Germany: Retail market continues to look fragile
- Germany: Further liberalisation of the retail market increasingly likely
- Italy: Freeze on grocery prices
- Spain: Retail sales ease in August
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- Figure 10: Spain: Retail sales growth adjusted for impact of inflation, January 2004-August 2004
- UK: Retail sales growth still solid, ONS data shows
- Austria: Billa to expand domestic network
- Belgium: Delhaize grabs Victory
- Denmark: Dagrofa posts robust growth
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- Figure 11: Dagrofa: Sales development 1998/99-2003/04*
- France: Firm progress at Carrefour…
- …advances into the Nordics…
- …profits down at franchisees G&G…
- …and Hyparlo
- France: Casino playing its cards right
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- Figure 12: Casino: Domestic sales performance by format, H1 2004
- Germany: Lidl to add Lithuania to the pack?...
- …late September opening in Norway…
- …launches in Slovakia…
- …sister business Kaufland also eyeing new market
- Germany: Aldi steps up Irish presence
- Germany: Plus to multiply in Romania?
- Netherlands: Sperwer posts H1 results
- Netherlands: Ahold sheds Spanish operation...
- ...and puts another unit up for sale
- …Albert Heijn intensifies price war…
- Portugal: Brazilian unit lifts Modelo Continente
- Spain: Suma jostles for market share
- Sweden: Axfood’s August sales
- Switzerland: Bon appétit sees sales fall…
- …Pick Pay to pick a new General Manager
- UK: No stopping the Tesco juggernaut…
- …strengthens presence with Safeway store package
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- Figure 13: Tesco: Key developments in 2004 to date
- UK: Sainsbury’s subject of more takeover talk…
- ...King given deadline?...
- …as it launches eagerly-awaited Tu…
- …reaches settlement with Sir Peter Davis
- UK: Somerfield lifts l-f-l sales
- UK: Morrisons sells Safeway stores to ASDA
- …and Tesco and Netto…
- UK: Whittard performing well
- UK: Sweet success at Thorntons
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- Figure 14: Thorntons: Sales development, 1997/98-2003/04*
- UK: Deal looming for Big Food Group?
- UK: Eight suitors emerge for Unwins
- UK: Profits plunge at Co-op Group
- Clothing and footwear retailers
- Austria: Palmers to be sold?
- Denmark: IC Companys in the red
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- Figure 15: IC Companys: Financial performance, 1999/2000-2003/04*
- France: Camaïeu reveals strong H1 results
- Germany: NKD buys h+e markt
- Germany: Garant files for insolvency…
- Germany: Mixed results at Gerry Weber
- Germany: Willy Bogner skis into Poland
- Hong Kong: Esprit upbeat full-year results
- Italy: Benetton results…
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- Figure 16: Benetton: Net sales by brand, H1 2003 and H1 2004
- …opens flagship store in Paris
- Italy: New Tosca Blu stores
- Netherlands: Sales flat at McGregor
- Poland: Trading update at Redan
- Spain: Inditex sees sales soar…
- …accelerating store roll-out programme
- Spain: Springfield expands to China
- Spain: Mango pushes ahead with expansion
- Sweden: Wedins issues profit warning
- Sweden: H&M continues to impress…
- …to enter Hungary…
- …new Spanish stores…
- …but denies eyeing Macmoda
- Sweden: JC to exit Germany
- Sweden: Lindex full year results…
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- Figure 17: Lindex: Store network development by market, 1999-2004*
- …Chairman stepping down
- Switzerland: C&A to re-launch Swiss Oviesse stores…
- …also growing in Spain
- Switzerland: Alprausch snow longer just a manufacturer
- UK: Hobbs enjoys upbeat summer
- UK: Adrian Wright lining up takeover bids?
- UK: Next half-year profits surge
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- Figure 18: Next: Financial performance, H1 2000/01-H1 2004/05*
- UK: French Connection sales hit by “difficult market”
- UK: Mixed results at Alexon
- Mixed goods
- Germany: Tchibo wakes up to Dutch market
- Sweden: Store-based sales drive growth at Clas Ohlson
- UK: Good results at Matalan
- UK: Woolworths steeped in losses
- UK: Troubled Summer at Marks and Spencer…
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- Figure 19: Marks & Spencer: Recent sales performance on a like-for-like basis by core product
- …to outsource e-commerce division?...
- …FSA closes share trading case
- Multi-sector retailers
- Belgium: Colruyt sales ahead
- Finland: Kesko appoints new CEO
- France: Encouraging retail results for PPR
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- Figure 20: New PPR: Financial performance, H1 2003 and H1 2004
- France: Groupe Rallye trading statement
- Germany: Shake-up at KQ as management outlines rescues plans…
- …fills Financial Director post
- Germany: Metro expands into Serbia
- Germany: Douglas to enter Greece and Turkey
- Slovenia: Mercator swoops in on Maximarket…
- …inaugurates discount chain…
- …gets green light for C-Market bid
- Switzerland: Jelmoli issues trading statement
- Switzerland: Loeb’s losses widen
- UK: GUS launches IPO for Lewis Group
- UK: JLP reports upbeat H1 results
- UK: Expansion plans at Arcadia
- Department stores
- France: GGL enjoys strong H1
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- Figure 21: Groupe Galeries Lafayette: Sales growth by division, H1 2004
- Italy: Four bidders vie for Coin stake
- UK: HoF narrows losses…
- …as Tom Hunter decides to sell stake in company
- UK: James Beattie in the red
- UK: Minerva posts Allders results
- DIY and garden centre retailers
- France: Sales surge, profits dip at Mr Bricolage
- Germany: Profits jump at Hornbach
- Germany: OBI expansion plans
- Germany: Bauhaus exits France
- UK: Soggy sales for Wyevale
- UK: Kingfisher nails double digit sales growth…
- …eyeing Howdens?
- Electricals retailers
- Switzerland: mobilezone outlines share buyback details
- UK: Dixons on form…
- …makes offer for remaining Kotsovolos stake…
- …subsidiary El-Giganten unveils expansion plans
- UK: Retail profits edge up at Kesa
- Household goods and furniture retailers
- Italy: Profits climb at Natuzzi
- Italy: Bellora expanding
- Sweden: Hemtex sees profits jump
- Sweden: IKEA makes solid progress
- …2005 plans for France unveiled
- UK: MFI issues profits warning…
- …Directors resign…
- …is Permira going to make a move?
- UK: DFS shareholders accept Lord Kirkham bid
- UK: AFG cooks up strong sales and profits
- UK: Fashion sales drag down Laura Ashley
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- Figure 22: Laura Ashley: Financial performance H1 2003 and H1 2004
- UK: Hurricane Ivan sinks Courts profits
- Home shopping and online retail
- Italy: Postalmarket brings catalogue to Bulgaria
- UK: ASOS sales surge
- Health and beauty
- Sweden: Kicks set to expand
- UK: Boots exits healthcare services…
- …issues trading update
- Booksellers and stationers
- Germany: Thalia Group acquires Kober-Löffler
- Switzerland: Orell Füssli completes Rösslitor deal
- K: Steady growth at Ottakar’s
- UK: WH Smith completes sale of Hodder
- UK: Profits jump at Clinton Cards
- Music retailers
- UK: Apple’s iTunes faces investigation
- UK: Solid trading at HMV
- Sports retailers
- Germany: Adidas sporting new Swiss store...
- Jewellers
- UK: Signet impresses in first half
- UK: Ratner returns to high street?
- Luxury goods
- France: Golden quarter at Gucci Group
- Switzerland: Richemont reports strong trading
- Hot property
- Executive appointments
- The FootFall Index
- UK
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- Figure 23: FootFall Shopping Centre Index (UK), September 2004
- Spain
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- Figure 24: FootFall shopping centre index (Spain), September 2004
Results at a Glance
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- Figure 25: Results: September 2004
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