Table of Contents
Analyst Comment
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- 2011: the year of uncertainty
- What we’ve seen
- The end of Europe as we know it?
- A mixed bag
- The good
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- Figure 1: Europe’s strong performing markets, retail sales growth H1 2011
- The bad
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- Figure 2: Figure 2: Europe’s weak performing markets, retail sales growth H1 2011
- The retailer response
- What it means
Headlines for the Month
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- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- Mixed goods retailers
- Electricals retailing
- Home shopping
- Health and beauty
- Jewellery
Retail Sales Review
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- Key points
- France
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- Figure 3: France: Retail sales trends, 2010-11
- Inflation
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- Figure 4: France: Inflation, 2010-11
- Germany
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- Figure 5: Germany: Retail sales trends, 2010-11
- Inflation
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- Figure 6: Germany: Inflation, 2010-11
- Italy
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- Figure 7: Italy: Retail sales trends, 2010-11
- Inflation
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- Figure 8: Italy: Inflation, 2010-11
- Netherlands
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- Figure 9: The Netherlands: Retail sales trends, 2010-11
- Inflation
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- Figure 10: The Netherlands: Inflation, 2010-11
- Spain
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- Figure 11: Spain: Retail sales trends, 2010-11
- Inflation
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- Figure 12: Spain: Inflation, 2010-11
- UK
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- Figure 13: Retail sales trends, 2010-11
- Inflation
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- Figure 14: UK: Annual percentage change in Consumer Price Index for selected product groups, 2010-11
News Analysis
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- Grocers
- Austria: Spar to launch convenience store
- France: Carrefour profits fall
- France: Casino
- …plans to take full control of Brazil's CBD
- …reports rising sales
- Germany: Rewe Group
- …to sell Billa Italia
- …Penny to focus on own brand
- Latvia: Maxima Latvija sees dip in profits
- Latvia: Rimi Latvia 2010 consolidated turnover down
- Netherlands: C1000 to split up units after modest full year growth
- Romania: Rewe to invest in Penny Chain
- Russian Federation: O'Key reports strong second quarter
- Russian Federation: X5 Retail and Magnit report strong growth
- UK: Co-operative Food launches new Free From and Wholefoods ranges
- UK: Iceland founder hires Rothschild
- UK: Morrisons
- …hopes to acquire Iceland stores
- …is fastest growing of the big four retailers
- UK: Nisa-Today to pay £5m to members following record performance
- UK: Sainsbury's
- …and Jamie Oliver split after 11 years
- …launches non-food app
- Ireland: Superquinn sold to the Musgrave group
- UK: Tesco
- …struggling to find partners in online venture
- …superstore & retail park approved
- …to offer customers free WiFi internet service
- UK: Waitrose
- …plots clothing launch
- …sales grow in first half
- UK: Whole Foods Market to expand north of the UK border
- Food specialists
- UK: Greggs reports profits fall but sales rise
- UK: Thorntons’ like-for-like sales fall
- Clothing retailing
- France: Etam Group benefit from earlier sales period
- Germany: Hugo Boss predicts positive second half of 2011
- Italy: Benetton Group interim profits down
- Spain: Inditex chairman steps down
- Sweden: H&M
- …like-for-likes fall 4%
- …team up with David Beckham
- UK: Aquascutum receives £8m loan
- UK: Arcadia expects profits fall
- UK: Bond Street Association campaign to smarten area up
- UK: Burberry like-for-like up 15%
- UK: Forever 21 opens in Oxford Street
- UK: French Connection reports as expected first half results
- UK: Hobbs aims to expand stores as range grows
- UK: Jack Wills eyes sale or float next year
- UK: Lipsy to open 40 international stores
- UK: Matalan reports quarterly sales drop
- UK: Next reports solid first half sales
- UK: Nicole Farhi relocates London flagship store
- UK: Primark sees strong sales growth but margins down
- UK: River Island return to print ads
- UK: SuperGroup more than doubles full-year profits
- UK: Zara UK sees increase in sales and profits
- Footwear retailing
- Italy: Tod's Group reports 30% growth
- Spain: Coolway to open UK store in Oxford Street
- Multi-sector retailing
- Czech Republic: Makro launches group discount site
- Estonia: Tallinna Kaubamaja Group increases revenue by 4.6% in first half of 2011
- Germany: Metro Group
- …could sell Kaufhof to El Corte Ingles
- …posts stable sales development
- …Media-Saturn report loss
- Europe: LVMH profits up as demand for luxury goods show no signs of slowing
- France: PPR
- …considering buying Brioni
- …increases stake in Puma
- …preparing to sell Redcats
- UK: Marks & Spencer sales rise and group increases market share
- Department stores
- Finland: Stockmann issues profit warning
- UK: Allders launches transactional website
- UK: Debenhams
- …completes £650m refinancing
- UK: House of Fraser
- …opening click-and-collect store
- …sales up
- UK: John Lewis to open 10 smaller stores
- UK: Liberty to launch kidswear
- UK: TJ Hughes
- …begins store closures
- …stores bought by Lewis's Home Retail
- Mixed goods retailers
- UK: Original Factory Shop posts fall in profits
- Ireland: Poundland expands into Ireland
- DIY retailing
- Germany: Praktiker
- …CEO resigns and share price in free fall
- …posts a loss for the first half of 2011
- UK: B&Q plans to lease products
- UK: Kingfisher sales harmed by Focus collapse
- UK: Robert Dyas could be sold
- UK: Topps Tiles sees Q3 sales fall
- UK: Travis Perkins reports 54% revenue increase
- Miscellaneous specialists
- UK: United Carpets reports level profits
- UK: Carpetright reports 1.5% drop in group sales
- UK: Mothercare UK sales hit by tough conditions
- UK: Halfords like-for-like sales drop by 1.1%
- Electricals retailing
- Denmark: Skousen sold off to rival
- France: Fnac five-year plan to lift flagging sales
- UK: Best Buy to launch customer magazine
- UK: Carphone Warehouse sees mixed quarter one results
- UK: Comet
- …bidders exit battle for store
- …sets first-round bids deadline
- UK: Dixons to open in Harrods
- UK: Jessops post sales growth in first half of 2011
- Furniture retailing
- UK: Dreams' supplier cover cut by credit insurer
- UK: Lombok closes half its estate
- Homewares retailing
- UK: Achica receives investment from Balderton Capital
- UK: Cath Kidston hires Claire's Stores boss as CEO
- UK: Garden Centre Group
- …acquires Country Homes & Gardens
- …sales up 8%
- UK: The White Company
- …EBITDA rises as boss plans exit
- …opens second lifestyle store
- Home shopping
- France: Damartex reports slight growth
- France: RueduCommerce sees sharp growth from La Galerie
- UK: Amazon to open new UK fulfilment centre
- UK: Asos sales rise 69%
- UK: BrandAlley launches TV channel
- UK: Findel group reports sales up 1.1%
- UK: Flying Brands enters personalised cards market
- UK: N Brown signs Flintoff as new face of Jacamo
- UK: Ocado to open new distribution centre in Oxford
- UK: Photobox buys Moonpig for £120m
- UK: Wiggle sees increase in performances and expands into Holland
- Health and beauty retailing
- Poland: PGF seeks one more deal this year
- UK: Superdrug's Beautycard sees 4m sign up
- UK: The Fragrance Shop reports rising profits
- Book and stationery retailing
- UK: Card Factory acquires online rival
- UK: Clintons gets new CEO from October 2011
- UK: HobbyCraft reports 13% sales increase
- UK: Paperchase profits hit by Borders fall
- UK: The Works targets online
- Sports and leisure goods retailing
- Europe: Go Sport Group reduces its net loss
- Germany: Intersport Deutschland first-half sales down
- UK: Blacks
- …potentially taken over by Mike Ashley
- …sales fall
- UK: JJB Sports
- …makes "good progress" in turnaround plan
- …saves itself from administration
- UK: Sports Direct profits rise
- Jewellers
- Switzerland: Swatch first-half earnings up
- UK: Aurum continues sales growth
- UK: Pandora sales fall and CEO exits
- Toys and games retailing
- UK: Game to sell digital games in-store
- UK: Games Workshop sees revenues and profits slip
- UK: Hamleys reports operating profit increase of over 40%
- Economy
- Ireland: Irish retail sales fall by 6%
- UK: BAA increases net retail income per passenger
- UK: BRC: June retail sales better than expected
- UK: BRC: Retail growth is modest in July
- UK: Capital Shopping Centres reports rising retail sales
- UK: CSL and Mamas & Papas sign up to Lakeside extension
- UK: Ecommerce growth slows
- UK: Fewer trips made to non-food stores in June
- UK: Food inflation slows in July
- UK: Government to cut red tape for retailers
- UK: Grocers fined for price fixing on dairy products
- UK: June inflation falls back to 4.2%
- UK: London to home world's first pop-up mall
- UK: Mobile retail searches rise 216% in second quarter
- UK: OFT call for return of RRP on electrical items
- UK: Retail administrations increase 8% year-on-year
- UK: Retail employment falls by 0.4%
- UK: Sales volumes rise 0.8% month-on-month
- UK: Shop vacancy rates fall
- UK: Shoppers spent £5.3bn online in June 2011
- UK: Shopping centres in Wales and Scotland purchased
Luxury Goods Sector – Global
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- The market
- Strong performance in 2010
- Possible faltering in later 2011
- Variable outlook
- Forecast
- Market factors
- Potential problems
- Tipping point?
- HNWIs are key
- Market breakdown: where and what
- Asia to overtake Europe
- Prospects for the Americas
- Bounce back for hard luxury
- Perfumes and cosmetics outpaced
- Soft luxury buoyant
- Market developments
- Focusing on boutiques
- Flagship openings
- Online investments
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