Table of Contents
Analyst’s Comment
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- Changing allegiances
- Intense competition
- Changing of the guard
- A more open economy
Headlines of the Month
Retail Sales Review
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- France
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- Figure 1: France: Retail sales trends, 2008-09
- Inflation
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- Figure 2: France: Inflation, 2008-09
- Germany
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- Figure 3: Germany: Retail sales trends, Feb 2008-Feb 2009
- Inflation
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- Figure 4: Germany: Inflation, 2008-09
- Italy
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- Figure 5: Italy: Retail sales trends, 2008-09
- Inflation
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- Figure 6: Italy: Inflation, 2008-09
- Netherlands
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- Figure 7: The Netherlands: Retail sales trends, 2008-09
- Inflation
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- Figure 8: The Netherlands: Inflation, 2008-09
- Spain
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- Figure 9: Spain: Retail sales trends, 2008-09
- Inflation
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- Figure 10: Spain: Inflation, 200809
- UK
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- Figure 11: Retail sales trends, 2008-09
- Inflation
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- Figure 12: UK: Annual percentage change in Retail Price Index for selected product groups, 2008-09
Sector Focus: Emerging Markets
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- Market size and performance
- Leading retailers
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- Figure 13: Leading retailers in emerging markets, 2008
- Highly fragmented markets
- Consolidation and M&A opportunities
- The future
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- Figure 14: Emerging markets: Forecast 2009 retail sales performance and expected year of recovery
News Analysis
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- Bakers (retail)
- UK: Greggs sales up 5% in H1
- Convenience stores
- Ireland: Musgrave profit slides 20%
- UK: Spar International posts "excellent" results
- Grocers
- Belgium: Colruyt to buy Unifrais stake
- Belgium: Delhaize to purchase remaining Alfa-Beta stake
- France: Carrefour
- …to overhaul French hypermarkets
- …buys half of Brazilian grocer
- France: Intermarché to withdraw Ecomarché fascia
- Germany: Rewe
- …posts record EBITA for 2008
- …to add 20 new Russian stores
- Netherlands: Ahold
- …appoints new Czech, Slovakia chief
- …results marred by US Chapter 11
- Netherlands: Schuitema FY sales drop
- Russian Federation: Magnit sales rise in April
- Russian Federation: X5
- …introduces in-store pharmacies, launches electronics pilot
- …suffers $82.1m Q1 loss
- …prepares bid for Ukrainian retail chain
- Slovenia: Mercator gains control of M-Rodic
- Spain: Eroski
- …posts €97m FY loss
- …launches discount campaign
- UK: Asda
- …sales up 8.4% in Q1
- …to expand in Scotland
- UK: Morrisons reports strong Q1 sales
- UK: Sainsbury's enjoys 11% hike in FY profits
- UK: Tesco trials DVD rental kiosks in Ireland
- UK: Waitrose bucks downturn with quarterly growth
- Off-licences
- UK: First Quench posts FY loss
- Clothing retailing
- Italy: Benetton records 38% profit drop
- Spain: Inditex suffers 15% net profit drop
- Sweden: H&M reverses sales decline
- UK: Alexon LFLs slump 10.5% in Q1
- UK: Aquascutum in sales talks
- UK: Bay Trading bought out of administration
- UK: Burberry suffers annual loss
- UK: French Connection posts sales boost
- UK: Moss Bros reports sales fall
- UK: New Look posts record FY results
- UK: TJX Europe plans huge UK expansion
- US: TJX sees Q1 profit jump 8%
- Footwear retailing
- UK: Clarks profits increase 16%
- Mixed goods retailing
- UK: Mothercare FY profits soar
- UK: Poundland posts annual earnings jump
- Multi-sector retailing
- Germany: Arcandor
- …to apply for state aid
- …aid request rejected by government
- …files for bankruptcy protection
- Germany: Douglas Holding suffers 17% slump in H1 sales
- Germany: Metro calls for Arcandor support rejection
- UK: Laura Ashley records sales rise
- UK: Marks & Spencer cuts dividend as FY profit drops
- Department stores
- Finland: Stockmann to scrap Hobby Hall division in Baltic countries
- UK: Debenhams
- …parts ways with Shoe Studios
- …posts sales dip, looks to raise £323m
- DIY retailing
- Germany: Hornbach "cautiously optimistic" after revealing robust FY results
- UK: B&Q invests £18m in furniture launch
- UK: Kingfisher enjoys 40% profit boost
- UK: Topps Tiles profits slump
- UK: Wickes owner in £300m rights issue
- Electricals retailing
- UK: Best Buy Europe
- …posts annual profits fall
- … appoints new COO
- UK: DSGi sells Hungarian chain for €1
- UK: Kesa sees sales drop 7.5%
- Home shopping
- Germany: Otto considers Arcandor purchases
- UK: Findel considers rights issue after disappointing year
- UK: Ideal Shopping Direct enjoys sales increase
- Health and beauty retailing
- Germany: Celesio Q1 earnings dip
- UK: Alliance Boots
- …posts £13m profit
- …names new CEO
- Books and stationery retailing
- UK: Borders UK hires restructuring firm
- UK: Clinton Cards puts Birthdays into administration
- UK: WH Smith posts solid Q3 sales
- Sports and leisure goods retailing
- UK: Blacks Leisure suffers annual loss
- UK: JD Sports
- …acquires Chausport for €8m
- …ponders JJB takeover
- …posts LFLs boost
- UK: JJB sees sales plunge 23%
- UK: Sports Direct sells 5% JJB Sports stake to mystery investor
- Jewellers
- UK: Aurum reports flat Q1 sales
- UK: Signet delivers Q1 profit increase
- Garden centres
- UK: Wyevale Garden Centres appoints new chairman
- Miscellaneous specialist retailing
- UK: Halfords
- …appoints new chairman
- …profits rise 2.4%
- Economic news
- Germany: April retail sales rise
- Ireland: Retail sales kept dropping in March
- Romania: Retail sales fall in first four months of 2009
- Scotland: Retail sales boosted by warm weather in April
- UK:
- BRC: April retail sales boosted by sunny Easter
- BRC: May LFL retail sales drop 0.8%
- ONS: April retail sales rise more than expected
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