Table of Contents
Analyst Comment
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- Department stores go global
- What we’ve seen
- Sector recovery
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- Figure 1: Department store sector vs all retail and all non-food sectors, 2010-11
- The challenge in building scale
- Appealing to the tourist trade
- Online rollout
- Is online the answer?
- What it means
Headlines for the Month
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- Grocers
- Clothing retailers
- DIY retailing
- Electricals retailing
- Health and beauty retailing
- Department stores
- Furniture retailing
- Home shopping
Retail Sales Review
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- Key points
- France
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- Figure 2: France: Retail sales trends, 2010-11
- Inflation
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- Figure 3: France: Inflation, 2010-11
- Germany
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- Figure 4: Germany: Retail sales trends, 2010-11
- Inflation
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- Figure 5: Germany: Inflation, 2010-11
- Italy
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- Figure 6: Italy: Retail sales trends, 2010-11
- Inflation
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- Figure 7: Italy: Inflation, 2010-11
- Netherlands
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- Figure 8: The Netherlands: Retail sales trends, 2010-11
- Inflation
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- Figure 9: The Netherlands: Inflation, 2010-11
- Spain
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- Figure 10: Spain: Retail sales trends, 2010-11
- Inflation
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- Figure 11: Spain: Inflation, 2010-11
- UK
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- Figure 12: Retail sales trends, 2010-11
- Inflation
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- Figure 13: UK: Annual percentage change in Consumer Price Index for selected product groups, 2010-11
Retailing in Emerging Markets - Europe
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- Russia
- Executive summary
- SWOT
- Strengths
- Weaknesses
- Opportunities
- Threats
- Broader market environment
- Competitive context
- Key points
- Consumer spending
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- Figure 14: Russia: Proportion of household budget spend, by category, 2005-09
- Retail market size and forecast
- Key points
- Economic outlook
- Sector sales
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- Figure 15: Russia: Retail sales forecasts, 2006-16
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- Figure 16: Russia: Share of Retail sales, by commodity, 1992, 1995, 2000, 2006-09
- High levels of investment in retailing
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- Figure 17: Russia: Retail establishments by sector, 2006-10
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- Figure 18: Russia: Retail employment, 1996, 2000 and 2006-09
News Analysis
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- Grocers
- Belgium: Colruyt disappoints with full year profits
- France: Carrefour
- …confident on pushing Dia plans
- …expects drop in income
- …gives Olofsson chairman role
- France: Casino ups stake in battle for Pao de Acucar
- France: Systeme U reports solid sales
- Germany: Tengelmann to divest stake in A&P
- Italy: Coop Italia reports sale growth
- Lithuania: Lidl negotiates land acquisition for new stores
- Romania: Lidl opens first outlets in Romania
- Slovenia: Mercator to begin merger talks with Agrokor
- Spain: Carrefour acquires full control of Dia
- Switzerland: Spar launches Express banner
- UK: Asda
- …achieves £1bn ethical and local produce sales
- …COO exits
- …former boss sets up investment vehicle
- …reports consumers starting to ration
- UK: Iceland trials Greggs foods
- UK: Haldanes files for administration
- UK: Iceland profits rise 20%
- UK: Morrisons
- …buys wholesale florist
- …to open first c-store chain
- UK: Sainsbury's
- …reports strong sales in challenging market
- …strengthens online team
- UK: Tesco
- …launches Back to School campaign
- …reports strong group sales growth
- …signs agreement that signals further expansion into Chinese market
- …to add double glazing to portfolio
- UK: Waitrose
- …targets London for convenience store format
- …to launch high street cafe
- Off-licences
- UK: Majestic Wines profits up 27%
- Other food specialists
- UK: Holland & Barrett's profits up
- UK: Thorntons to cut number of stores
- Clothing retailing
- Italy: Inditex sees first quarter sales rise
- Sweden: H&M
- …profits fall as cotton and labour prices rise
- …reports like-for-likes up 2% for Q2
- …signs Donatella Versace as guest designer
- UK: Abercrombie bid for SuperGroup speculations
- UK: Alexon like-for-likes remain flat, leading to new finance options explored
- UK: Aquascutum to open stores in Milan and Rome
- UK: Aurora management team vie to buy Jane Norman
- UK: Ben Sherman seals suit licence deal and invites Nickleson bids
- UK: Bonmarché future boss named, if sale goes through
- UK: Burberry triggers potential revolt over pay
- UK: East pre-tax profits up 9.5%
- UK: Edinburgh Woollen Mill acquires 31 Jane Norman stores but 35 to shut
- UK: Forever 21 flagship to open at Lakeside
- UK: Hobbs secures £46.5m funding to accelerate expansion
- UK: Jacques Vert's pre-tax profits up 3.1%
- UK: Jane Norman
- …enters new private equity rescue talks
- …in administration
- UK: Life & Style closes 22 stores, axing 300 jobs
- UK: Matalan EBITDA falls due to snow in Q4
- UK: Missoni to open second UK standalone store
- UK: Moss Bros like-for-likes up 13.4% with disposal of Cecil Gee
- UK: Mulberry full-year profits rise
- UK: Next sells customer service business for £65m
- UK: Phase Eight reports 42% rise in pre-tax profits
- UK: Polo Ralph Lauren denim line to open franchise stores
- UK: SuperGroup reports business 'on track'
- UK: Ted Baker sales rise ahead of expectations
- UK: Uniqlo sees 31% sales surge
- UK: Vera Wang opens shop-in-shop with Browns
- Footwear retailing
- UK: Brantano back in black
- UK: Schuh sold to US retailer for £125m
- Multi-sector retailing
- UK: 99p Stores sees profits rise amid international plans
- UK: B&M Bargains reports strong year
- UK: Marks & Spencer launches earlier summer Sale
- Miscellaneous specialists
- Ukraine: Metro reveals plans for rapid growth
- UK: Pets at Home profits rise
- UK: Booker reports 9.5% rise in sales
- UK: Halfords trials smaller high street bike shops
- UK: Mamas & Papas aims for 30 more UK stores
- UK: Carpetright profits fall in face of weak consumer demand
- UK: Cath Kidston opens in St Pancras
- Department stores
- UK: Beales reports loss
- UK: Debenhams
- …reports like-for-likes rise
- …tables bid for Jane Norman
- UK: John Lewis to open home store in Ashford
- UK: TJ Hughes
- …puts administrators on standby
- …in administration
- …acquired by GA Europe
- DIY retailing
- Germany: Hornbach sales rise 11.1%
- Germany: Praktiker issues profit warning
- Poland: Kingfisher
- …targets aspirational shoppers with Polish revamp
- …to double local Castorama network
- UK: Focus creditors will not be paid
- UK: Kingfisher gets go-ahead on Focus stores deal
- Electrical retailing
- France: Cordelette: Saturn’s integration into the Boulanger network is ‘transforming the category’
- France: Dixons subsidiary to develop Carrefour web offer
- France: Saturn consumer electronics sold to HTM Group
- Germany: Metro gets approval for Redcoon acquisition
- Russian Federation: PPF takes control of Eldorado
- Spain: Media Markt launches order & collect service
- UK: Best Buy
- …may halt UK expansion plans
- …reportedly considering Dixons bid
- …UK big boxes lose £62m in first year
- UK: Comet to close 17 stores
- UK: Dixons
- …planning second Black store
- …sees balance sheet hit
- Music and video goods retailing
- UK: Game appoints new boss of UK and northern Europe
- UK: HMV
- …chiefs outline new vision after bad year
- …profits down 61%
- Furniture and furnishings retailing
- UK: BrightHouse EBITDA rises
- UK: BrightHouse to launch transactional website
- UK: Conran and Radice to launch new department store concept
- UK: CSL sales up as it plots South East expansion
- UK: DFS posts profits rise
- UK: Dreams increases market share but profits fall
- UK: Home Retail
- …in talks to buy Habitat
- …confirms Habitat UK deal
- UK: Homeform
- …unites brands for Sale push
- …files notice to appoint administration
- …closes Moben, Dolphin and Kitchens Direct
- UK: Sun European acquires parts of Homeform
- UK: Homebase interested in failed Moben and Dolphin
- UK: Magnet reaches out to customers of Moben and Kitchens Direct
- UK: Lombok cautious on concession roll-out
- UK: Dunelm sees sales and market share rise
- Home shopping
- UK: Amazon to buy The Book Depository
- UK: Argos launches TV shopping channel
- UK: Asos marketplace to work with global sellers
- UK: eBay hires Cocosa marketing director
- UK: JML to focus on growth through supply division
- UK: My-Wardrobe targets Middle East
- UK: N Brown reports like-for-like rise
- UK: Ocado posts pre-tax profit and deal with Carrefour
- UK: Park Group pre-tax profits rise
- UK: Shop Direct hires Very boss
- UK: The Hut drafts in IPO advisers
- Health and beauty retailing
- Germany: Celesio picks Beiersdorf exec as chief
- UK: Superdrug back in black in 2010
- Book and stationery retailing
- UK: Foyles to open in Westfield
- UK: Waterstone's sold to Mamut
- UK: WH Smith sales fall
- Sports and leisure goods retailing
- UK: JD Sports acquires Cecil Gee and Sprinter
- UK: Pentland Group sales and profits rise
- UK: Sports Direct acquires USC and Cruise
- Jewellers
- UK: Theo Fennell sales rise 15%
- Garden centres
- UK: Garden Centre Group is up for sale
- Economy
- UK: Asda Income Tracker: weekly spending power's largest decline
- UK: BRC: Food inflation up 5.7%
- UK: Discounters increase market share, while Asda loses out
- UK: Inflation unchanged at 4.5% in May
- UK: Retail sales values up, but volumes flat
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