Table of Contents
Highlights: March 2008
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- Grocers
- Multi-sector retailing
- Clothing retailing
- Department stores
News Analysis
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- Bakers (retail)
- UK: Greggs sees FY profit rise, warns of increased costs
- Convenience stores
- Ireland: Musgrave hires Home Retail exec as FD
- United States: Casey’s sees Q3 profit rise
- Grocers
- Austria: Spar Austria 2007 sales up 11%
- Czech Republic: Rewe acquires Plus’ Czech outlets
- France: Carrefour reports FY profit rise
- France: Casino FY profit rises 36%
- France: Leclerc announces price hikes
- Hungary: Spar acquires Hungarian Plus operations
- Japan: Tesco sends Fleming to Japan, fuelling expansion speculation
- Netherlands: Ahold FY profit up on Dutch boost
- Netherlands: Schuitema to transfer supermarkets to Ahold, cut jobs
- Netherlands: Super de Boer swings back to profit for 2007
- Norway: Lidl sells Norwegian stores to Rema 1000
- Russian Federation: Kopeyka to leaseback its own stores?
- Russian Federation: X5 sees profits surge 32% in Q4
- Spain: Mercadona FY profits soar 39%
- UK: Asda
- …reports family income down £5 a week
- …that it will close George’s standalone stores
- …and launches “bag on request”
- UK: Brown warns supermarkets of plastic bag clamp down
- UK: Morrisons
- …sees 66% profit rise upon Sir Ken’s retirement
- …as Sir Ken considers share sale
- UK: Ocado launches price war on Tesco
- UK: Sainsbury’s in £3m potato scandal
- UK: Somerfield circled by Asda and Co-op
- UK: Tesco
- …comes under fire over £1bn tax avoidance
- …and threatens ASA action over Ocado ads
- UK: Waitrose mulls convenience store format
- United States: Kroger LFLs jump 5.3% in Q4
- United States: Publix reveals FY sales rise
- United States: Tesco
- …takes Fresh & Easy to northern California
- …and denies it is struggling
- United States: Whole Foods shareholders oppose CEO/chairman split
- Off-licences
- UK: Majestic chief to retire
- Clothing retailing
- International: Debenhams/French Connection hit by Chinese inflation
- International: Hot Tuna chairman resigns in midst of company turmoil
- International: SRG sold to Egyptian investor
- Sweden: H&M acquires stake in Swedish outfit
- UK: Base Menswear rescued from administration
- UK: French Connection profits slump
- UK: Moss Bros
- …sees shareholder move to scupper Baugur’s plans
- …as Gee makes shares move
- UK: Select collapses into administration
- UK: Ted Baker FY profits rise 10%
- United States: Talbots reports Q4 loss, plans more store closures
- United States: Urban Outfitters profits up 50% in Q4
- Footwear retailing
- International: Stylo sells Shelly’s
- Mass merchandisers
- Japan: Wal-Mart to acquire 100% of Seiyu
- United States: Costco Q2 profits grow 31%
- United States: Target falls short of expectations in Q4
- Multi-sector retailing
- Australia: Wesfarmers open to Kmart sale
- Europe: M&S signs eastern European expansion deal
- France: PPR reports strong FY results
- Germany: Metro to boost Real, mulls Kaufhof sale
- Germany: Rewe buys Otto’s 50% stake in joint venture
- UK: Home Retail Group suffers from slowdown
- UK: John Lewis FY profits soar
- UK: M&S
- …hit by union’s cyber campaign
- …as Sir Stuart Rose named M&S chairman until 2011
- …before investors object
- …as Burns’ pay-off is revealed
- UK: Next homewares manager to join Sainsbury’s
- United States: Sears reports lower Q4 results
- Home shopping
- UK: Flying Brands FY LFLs slump
- UK: Ideal Shopping Direct FY pre-tax profits down
- UK: Littlewoods reports £24m loss
- Department stores
- Australia: David Jones announces revamp operation
- Germany: Arcandor aims to boost Karstadt sales by 50%
- Germany: Metro to boost Real, mulls Kaufhof sale
- UK: Liberty pre-tax loss widens to £6.4m
- United States: Kohl’s FY LFLs slip after tough Q4
- United States: Macy’s improves in Q4
- United States: Saks posts Q4 profit, but FY loss
- Sports and leisure goods retailing
- UK: Blacks hit by accounting probe, suspends director
- UK: Sports Direct “in-line” to meet expectations
- United States: Dick’s sees FY LFLs rise 2.4%
- Health and beauty retailing
- Japan: Aeon to double stake in pharmacy chain
- United States: Walgreens branches into wellness sector
- Toys and games retailing
- UK: Game increases FY profit forecast
- DIY retailing
- UK: Wickes sees FY LFLs rise 7.5%
- Furniture retailing
- UK: Dreams
- …looks overseas following 88% profit rise
- …as £200m deal looms
- …before Exponent makes purchase
- UK: MFI at centre of £57m lawsuit
- Electrical retailing
- Europe: Fnac to arrive in the UK?
- Books and stationery retailing
- United States: Office Depot launches tech support service
- United States: Office Depot sees Q4 profit drop
- United States: Staples reports FY sales growth
- Miscellaneous specialists
- United States: PetSmart Q4 profit falls
Economic News
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- China: retail sales surge 20.2% in January and February
- Germany: Retail sales rise 1.6% in January
- Spain: January retail sales fall 2.4%
- Sweden: Retail sales up 3.5% in January
- UK:
- …BRC: London retail sales increase in January
- …February retail sales below average, says CBI
- …February retail sales hit by belt tightening, says BRC
Market Analysis: Health and Beauty retailing
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- Sources
- ‘Beauty’ market
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- Figure 1: Europe: Consumer spending on cosmetics, fragrances and toiletries, 2002, 2004 and 2006
- ‘Health’ market
- Definitions
- Bulk of pharmacy sales come from prescription drugs
- Prescription volumes growing
- France struggling to contain ballooning costs
- Generics being pushed in the Mediterranean markets
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- Figure 2: Europe: Pharmaceutical products market size, by country, 2002-06
- Per capita spending highest in France
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- Figure 3: Europe: Consumer spending on Health and beauty by country, 2002, 2004 and 2006
- Figure 4: Europe: Spend per capita on health and beauty, by country, 2006
- Retail sales of non-OTC drugs
- Sector value and performance
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- Figure 5: European health and beauty retailing: Sector value by country, 2002 and 2006
- Sector relative performance
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- Figure 6: European health and beauty retailing: Sector share of all retail sales by country, 2002-06
- Outlet provision
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- Figure 7: European health and beauty retailing: Specialist stores relative importance and provision
- European sales performance
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- Figure 8: Leading European health and beauty specialists – European sales trends, 2005 and 2006
- Company evaluation
- Alliance Boots in pole position
- German drugstores dominate
- AS Watson - a mixed bag
- Solid progress from Celesio and Douglas
- Mass market beauty players – The Body Shop and Yves Rocher
- Outlet trends
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- Figure 9: Leading European health and beauty specialists – Outlet trends, 2005-07
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- Figure 10: Leading European health and beauty specialists – Sales and outlet trends, 2002-06
Company Profile: Celesio
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- Figure 11: Celesio (UK): Share of UK health and beauty specialists’ sales, 2002-06
- Figure 12: Celesio: Share of European health and beauty specialists’ sales, 2002-06
- Strategic evaluation
- Background
- Financial performance
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- Figure 13: Celesio Retail: Financial performance, 2002-06
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- Figure 14: Celesio Retail: Sales by country, 2002-06
- Figure 15: Celesio Retail: Sales and outlet growth by country, 2005-06
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- Figure 16: Celesio Retail: Q1-Q3 sales by country, 2006 and 2007
- Store portfolio
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- Figure 17: Celesio Retail: Outlet data, 2002-Q3 2007
- Retail offering
- Market positioning
- Product offer
- Brands
- Pricing
- Customer services
- Advertising and marketing
- e-commerce
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