Table of Contents
Analyst Comment
-
- To buy or not to buy ….
- Don’t diversify unless the core business is sound
- Have a strategy
- Stick to businesses you understand
- Be prepared to admit mistakes
- Think twice before buying
Headlines of the Month
-
- Food retailers
- Clothing
- Multi-sector
- Department stores
- DIY
- Miscellaneous
Retail Sales Review
-
- Key points
- France
-
- Figure 1: France: Retail sales trends, 2009-10
- Inflation
-
- Figure 2: France: Inflation, 2009-10
- Germany
-
- Figure 3: Germany: Retail sales trends, 2009-10
- Inflation
-
- Figure 4: Germany: Inflation, 2009-10
- Italy
-
- Figure 5: Italy: Retail sales trends, 2009-10
- Inflation
-
- Figure 6: Italy: Inflation, 2009-10
- Netherlands
-
- Figure 7: The Netherlands: Retail sales trends, 2009-10
- Inflation
-
- Figure 8: The Netherlands: Inflation, 2009-10
- Spain
-
- Figure 9: Spain: Retail sales trends, 2009
- Inflation
-
- Figure 10: Spain: Inflation, 2009-10
- UK
-
- Figure 11: Retail sales trends, 2009-10
- Inflation
-
- Figure 12: UK: Annual percentage change in Retail Price Index for selected product groups, 2008-10
DIY Retailing in Europe
-
- Market in brief
- Prospects
- Divergent markets
- Long term worries
- Spending on products stocked by DIY retailers
-
- Figure 13: Europe: Spending on DIY goods per capita, 2009
- Retail sales
-
- Figure 14: Europe: DIY retailers sales, 2009
- Figure 15: Europe: DIY retailers sales per capita, 2009
- Hornbach Holding
-
- Figure 16: Hornbach: Sales as share of DIY in Europe, 2005-09
- Figure 17: Hornbach: Sales as share of DIY in Germany, 2005-09
- Strategic evaluation
- History
- Financial performance
-
- Figure 18: Hornbach Holding: Group financial performance, 2004/05-2008/09
- Interim results 2009/10
- Store portfolio
-
- Figure 19: Hornbach Holding: Outlet data, 2005-09
- Retail offering
- Market positioning
- Brands
- Product offer
- Pricing
- Operational issues
- Advertising and marketing
- e-commerce and home shopping
News Analysis
-
- Co-ops (retail)
- UK: Co-operative Group profits boosted by acquisitions
- Grocers
- Belgium: Colruyt sees Belgian market potential
- France: Carrefour
- …names new European head
- …ponders Minipreco sale
- …reconsiders Belgian store closures
- Russian Federation: Dixy swings into profit
- Russian Federation: Lenta posts 9% sales rise
- Russian Federation: Magnit posts 87% profit rise
- Russian Federation: X5
- …sales slow in Q1
- …takes control of regional franchise
- Sweden: Bergendahls FY sales up 8.6%
- UK: Asda offers top executives early pay to avoid 50% tax
- UK: Bond stands down as Asda chief executive
- UK: Sainsbury's
- …sales up 4.4% in Q4
- …launches Nectar credit cards
- UK: Tesco launches Couture clothing range
- UK: Waitrose circles EAT
- Off-licences
- UK: Oddbins reports strong sales
- Clothing retailing
- Europe: Tommy Hilfiger sold for $3 billion
- Spain: Inditex profits up 5%
- Spain: Mango sales rise 5.7%
- Sweden: H&M enjoys strong start to 2010
- UK: Alexon raises £20.3 million through capital raising
- UK: Ann Summers to expand its brand
- UK: Ben Sherman posts FY loss
- UK: French Connection losses widen
- UK: Matalan completes refinancing
- UK: Monsoon sees profits rise eight-fold
- UK: Moss Bros chairman steps down
- UK: Phase Eight receives bid approaches
- UK: River Island chief steps down
- UK: Ted Baker profits rise 3.6%
- Footwear retailing
- UK: LK Bennett sees sales surge
- Mixed goods retailing
- UK: Mothercare sales dented by bad weather
- UK: Poundland announces bullish expansion plans
- Multi-sector retailing
- Germany: Metro
- …confident of Kaufhof sale
- …Q4 profit slumps 47%
- Germany: Rewe revenue up 2.7%
- Spain: El Corte Ingles mulls Bricor expansion
- Switzerland: Migros posts record results
- UK: Laura Ashley profit up 7.8%
- UK: M&S
- …Q4 LFLs up 5.1%
- …unveils new ad strategy
- UK: Next profits climb 18%
- Department stores
- Finland: Stockmann unaware of Debenhams bid rumours
- UK: Debenhams
- …posts £114.5 million profit
- UK: Harrods not for sale, says Fayed
- UK: House of Fraser outlines expansion plans
- UK: John Lewis launches new department to tempt international shoppers
- UK: Liberty posts EBITDA increase
- DIY retailing
- Germany: Hornbach sales rise 3.7%
- UK: Kingfisher FY profits surge 49%
- UK: Wickes to trial new format
- Electricals retailing
- UK: Best Buy to open first UK store in May
- UK: DSG plans massive megastore roll-out
- Carpet retailing
- UK: Carpetright issues profit warning
- Furniture retailing
- UK: DFS founder considers refinancing options
- Home Shopping
- UK: Findel chairman steps down
- UK: Ideal Shopping posts profit after turnaround
- UK: Ocado
- …FY sales up
- …to float after general election
- UK: Play.com appoints new chief
- UK: Richemont completes Net-a-Porter acquisition
- Health and beauty retailing
- Germany: Celesio upbeat after €74 million profit in Q4
- UK: Lush profits fall in 2009
- Books and stationery retailing
- UK: Clinton Cards profits jump 29% in H1
- UK: Card Factory to be sold to Charterhouse
- Music and DVD retailing
- UK: HMV to extend product offering
- Sports and leisure goods retailing
- UK: Ashley could raise £26 million Blacks bid
- UK: Blacks snubs Sports Direct takeover offer
- UK: Sports Direct makes offer for Faith
- Jewellers
- UK: Signet records solid FY results
- Miscellaneous specialist retailing
- UK: Halfords to close central Europe businesses
- Economy
- Germany: German retail sales fall more than expected in February
- UK: CBI: retail sales grow for second consecutive month
- UK: London retail LFLs up 9.9%
- UK: ONS: Retail sales rebound in February
- UK: Scottish retail sales worst for 11 years
- UK: UK retail sales up 6.6% in March
Back to top