Table of Contents
Analyst Comment
-
- Romania continuing to prove attractive
- Poor – but with potential
- Recent entrants
- 2011 developments
- Opportunities are long-term
Headlines for the month
-
- Grocers
- Clothing
- Department stores
- Multi-sector
- DIY
- Electricals
- Furniture
- Home shopping
- Economy
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: iInflation, 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, 2009-10
- 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, 2009-10
Food Retailing Europe
-
- Light at the end of some tunnels
- Food retailers hard hit
- Leading players
- Rationalisation
- Hard discounters
- Expansion
- Leading players
-
- Figure 13: Europe: Leading food retailers, 2009
- Market shares
-
- Figure 14: Europe: Leading retailers market shares, 2009
Auchan
-
-
- Figure 15: Auchan: Sales as share of all food retailers’ sales in Europe, 2005-09
- Figure 16: Auchan: Sales as share of all food retailers’ sales in France, 2005-09
-
- Figure 17: Auchan: Sales as share of all food retailers’ sales in Spain, 2005-09
- Strategic evaluation
- Margins under pressure from deflation
- Russian market shows promise
- Wider format experimentation has dangers
- Recent history
- Financial performance
-
- Figure 18: Auchan: Group financial performance, 2005-09
- Results for the first half of 2010
-
- Figure 19: Auchan: Estimated European sales, by country, 2005-09
- Figure 20: Auchan: Share of group sales, by region, 2005-09
- Store portfolio
-
- Figure 21: Auchan: Outlet data, 2005-09
- Retail offering
- Brands
- e-commerce and home shopping
-
News Analysis
-
- Grocers
- Belgium: Delhaize injects €38m in Mega Image stores
- France: Casino nears full control of Cdiscount
- Netherlands: Ahold appoints new head for Albert Heijn
- Poland: Tesco among last bidders for Zabka chain
- Romania: Delhaize acquires Primavera stores
- Romania: Tesco in talks to take over Real
- Russian Federation: Dixy sales up 18.8%
- Russian Federation: Walmart closes its Russia branch
- Switzerland: Coop Schweiz reveals strong 2010 results
- UK: Asda
- …chairman steps down
- …reports "good" Christmas performance
- …vows to be 10% cheaper than its rivals
- UK: Co-op raises store opening drive
- UK: Iceland Foods could be target for Middle East consortium
- UK: Morrisons sees like-for-likes up 1%
- UK: Nisa reports strong Christmas trading figures
- UK: Tesco
- …launches online 'Boxing Day' sale
- …names new UK board
- …fascia One Stop acquires 77 stores from Mills
- UK: Tesco, Morrisons and Sainsbury's kick off price cuts
- UK: Waitrose
- …sees most successful Christmas on record
- …to open 39 new stores
- …weekly sales rise 8.7%
- Off-licences
- UK: Majestic Wine reports strong Christmas performance
- Clothing retailing
- Estonia: Baltika increases sales by 7% in fourth quarter
- Lithuania: Apranga turnover down by 6.5% in December
- Netherlands: Maxeda sell M&S Mode to ERB
- Spain: Inditex chairman Amancio Ortega steps down
- UK: Agent Provocateur to report profit growth
- UK: Alexon sales fall won't affect long-term plans
- UK: H&M sees sales rise after Lanvin success
- UK: LVMH increases Hermes stake to 20%
- UK: Next sees £22m in lost sales due to bad weather
- UK: Paul Smith sees profits rise
- UK: PPR ends Burberry speculation
- UK: Reiss' recession initiative increases EBITDA
- UK: Republic gain Andy Bond as new chairman
- UK: SuperGroup
- …first half pre-tax profit up 86%
- …shares dive
- UK: Topshop plans to 'double' sales
- UK: Zara owner sees sales grow by 14%
- Footwear retailing
- UK: Barratts Priceless posts £6.1m profit
- UK: Office bought by Silverfleet
- Multi-sector retailing
- UK: Mothercare issues profit warning
- UK: M&S
- …chairman Sir Stuart Rose steps down
- …considers bank opening in 55 stores
- …posts 2.8% Christmas like-for-like rise
- …to open first store in Egypt and third in China
- Department stores
- Ireland: Arnotts reverses sales and EBITDA declines
- UK: Debenhams like-for-likes slow
- UK: Harvey Nichols reports record Sale
- UK: House of Fraser sees strong Christmas trading
- UK: John Lewis
- …clearance is sales record
- …invests record £250m
- …mid-week sales up 12%
- …Partnership sees record week of sales
- …sales exceed £120m
- …sees continuing strong trade
- …total sales up 8.9%
- UK: Laura Ashley store streamlining improves profitability
- DIY retailing
- Germany: Hornbach sees further growth
- Germany: Praktiker ends year with weak Q4
- UK: Topps Tiles' Christmas sales up
- UK: Travis Perkins sees sales improve
- UK: Wickes
- …sees sales growth as shoppers buy ahead of VAT rise
- …signs POS finance deal
- Electrical retailing
- France: Metro agrees deal to sell Saturn stores
- UK: Best Buy sales up 2% in third quarter
- UK: Dixons launches new Black format
- UK: Jessops on track to make EBITDA profit
- UK: Phones4U sale falls through
- Furniture retailing
- France: Steinhoff seals deal to buy Conforama
- Sweden: Ikea Sweden sees further profit loss
- UK: Carpetright profits fall
- UK: Dunelm Christmas like-for-likes fall
- UK: United Carpets posts "solid" performance
- Home shopping
- Germany: EBay acquires Brands4Friends
- UK: Ocado ends year with strong Christmas trading sales
- UK: Shop Direct
- …Christmas sales up 5%
- …to launch new brand targeting mature market
- Health and beauty retailing
- UK: Boots to expand drive-through pharmacy
- UK: Lush Christmas sales up 6.8%
- UK: The Body Shop seeks growth in India
- Book and stationery retailing
- UK: Clinton Cards warns on profits
- UK: HMV to shut 60 stores
- UK: WH Smith lose group marketing director Richard Cristofoli to Debenhams
- Sports and leisure goods retailing
- Europe: Nike sales in Western Europe drop 7%
- UK: Blacks Leisure Group sees good December
- UK: JD Sports reports strong Christmas
- UK: Sports Direct sees profits rise
- Jewellers
- UK: Theo Fennell warns on profits
- Toys and games retailing
- UK: Games Workshop warns on conditions
- Economy
- Europe: European consumer confidence relapses as trade deficit grows
- Europe: VAT rise lowers consumer confidence
- 2011 VAT rise by country:
- UK: BRC
- …reports retail sector like-for-likes fell 0.3% in December
- …warns on Boxing Day tube strike disruption
- UK: John Lewis, M&S and Tesco among those holding off VAT rise
- UK: Localism Bill is "body blow" for retailers
- UK: UK retail sales up 0.3% in November
- UK: West End Christmas sales up on last year
Back to top