Table of Contents
Executive Summary
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- Heading for the double dip?
- Leading players
- Online
- The future of the hypermarket
Report Scope
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- Technical notes
- Definitions
- Store definitions
- Financial definitions
- Currencies
- Country codes
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- Figure 1: Country codes
- VAT
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- Figure 2: Europe: Standard VAT rates, 2010/11
- Other abbreviations
European Summary and Outlook
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- Spending on food
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- Figure 3: Europe: Spending on food, drink and tobacco by country, 2009-10
- Figure 4: Europe: Spending on food per capita, 2010
- Food retailers’ sales
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- Figure 5: Europe: Sales by food retailers, 2009-10
- Consumer research
- Where do consumers shop?
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- Figure 6: Shops used regularly/occasionally by country, GB, France, Germany, Spain, 2010
- What makes consumers choose a particular supermarket?
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- Figure 7: Deciding factors in shopping for food, drink and household products, by country, 2010
- Leading players
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- Figure 8: Europe: Leading food retailers, 2010
- Market shares
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- Figure 9: Leading retailers market shares, 2010
- Concentration
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- Figure 10: Europe: Share of top five food retailers, by country, 2010
- Where next?
- Back into recession?
- Consumer confidence
- Germany
- France
- Italy
- Spain
- UK
- Online
Austria
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 11: Austria: Consumer spending on food, beverages and tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 12: Austria: Food retailers’ sales, 2006-10
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- Figure 13: Austria: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 14: Austria: Leading food retailers and market shares, 2010/11
Belgium
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 15: Belgium: Consumer spending on food, beverages and tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 16: Belgium: Food retailers’ sales, 2006-10
- Figure 17: Belgium: Food retailers’ sales forecasts, 2011-16
- Leading retailers and market shares
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- Figure 18: Belgium: Leading food retailers and market shares, 2010/11
Czech Republic
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 19: Czech Republic: Consumer spending on food, beverages and tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 20: Czech Republic: Food retailers’ sales, 2006-10
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- Figure 21: Czech Republic: Food retailers’ sales forecast, 2011-2016
- Leading retailers and market shares
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- Figure 22: Czech Republic: Leading food retailers and market shares, 2010/11
Denmark
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 23: Denmark: Consumer spending on food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 24: Denmark: Food retailers’ sales, 2006-10
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- Figure 25: Denmark: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 26: Denmark - Leading food retailers and market shares, 2010
Finland
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 27: Finland: Consumer spending on food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 28: Finland: Food retailers’ sales, 2006-10
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- Figure 29: Finland: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 30: Finland: Leading food retailers and market shares, 2010
France
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- Executive Summary
- The market: Economic background
- Population forecast
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- Figure 31: France: Over 65s as % total French population, 1950-2030
- The economy
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- Figure 32: France: Quarterly GDP growth, 1991-2011 (Q2)
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- Figure 33: France: Indicator of consumer confidence, January 2007-September 2011
- Inflation
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- Figure 34: France - Inflation in food and other major categories, 2006-11 (Sept)
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- Figure 35: France - Percentage change in Consumer Price Index vs average wages, 2006-11
- The market: Consumer spending on groceries
- Food spending in context
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- Figure 36: France: Consumer spending on food and selected other goods, 2006-10
- Food vs all consumer spend
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- Figure 37: France - Spending on food and drink as % all household consumer spending, 2005-10
- Food vs eating out
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- Figure 38: France - Spending on food relative to spending on eating out, 2005-10
- The market: The food retailers
- Retail sales and forecast
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- Figure 39: France: Food retailers’ sales, 2006-10
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- Figure 40: France: Food retailers’ sales, 2011-16
- The market: Online
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- Figure 41: France: Top transactional food and drink websites, by number of visits, July 2011
- Retailers and market shares: Leading retailers
- Carrefour’s prolonged malaise
- Consumers remain cautious
- Hard discounting
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- Figure 42: France: Leading food retailers, 2010/11
- Leading retailers and market shares
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- Figure 43: France: Food retailers’ market shares, 2010
- The consumer: What they look for
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- Figure 44: Deciding factors in shopping for food, drink and household products, France, 2010
- The consumer: Where they shop
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- Figure 45: Shops used regularly/occasionally, France, 2008-10
Germany
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- Executive summary
- The market: Economic background
- Demographics
- Implications for food retailers
- The economy
- Implications for food retailers
- Consumer prices inflation
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- Figure 46: Germany: Consumer prices inflation, Jan 2006 -Oct 2011
- The market: Consumer spending
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- Figure 47: Germany: Households’ consumer spending on food and selected categories, 2006-10
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- Figure 48: Germany: Spending on food and restaurants as % of total households’ consumption expenditure, 2006-10
- Figure 49: Spending on food and non-alcoholic beverages as % of total households’ consumption expenditure in Germany, France, and Spain, 2006-10
- The market: The food retailers
- Economic outlook
- Retail sales and forecasts
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- Figure 50: Germany: Food retailers’ sales, 2006-10
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- Figure 51: Germany: Food retailers’ sales forecasts. 2011-16
- Outlet and enterprise data
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- Figure 52: Germany: Retail enterprises, 2006-09
- The market: Online
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- Figure 53: Germany: Online shopping penetration, 2006-10
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- Figure 54: Germany: % of consumers shopping online for groceries regularly/occasionally, 2010
- Leading retailers and market shares
- Discounters continue to grow share
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- Figure 55: Germany: Leading discounters’ aggregate share of grocers’ retail sales, 2006-10
- Discounters’ performance
- Improved product offers to drive footfall
- Expansion and contraction
- Limited potential for online
- Unconventional retail structures
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- Figure 56: Germany: Leading food retailers, 2010/11
- Market shares
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- Figure 57: Germany: Food retailers’ market shares, 2010/11
- The consumer: What they look for
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- Figure 58: Germany: Ten most important deciding factors in shopping for food, drink and household products, 2010
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- Figure 59: Germany: Deciding factors in shopping for food, drink and household products, 2006-10
- The consumer: Where they shop
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- Figure 60: Germany: Shops used regularly/occasionally, 2008-10
Greece
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 61: Greece: Consumer spending on food, beverages and tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 62: Greece: Food retailers’ sales, 2006-10
- Figure 63: Greece: Food retailers’ sales forecasts, 2011-16
- Leading retailers and market shares
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- Figure 64: Greece: Leading food retailers and market shares, 2010/11
Hungary
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 65: Hungary: Consumer spending on Food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 66: Hungary: Food retailers’ sales, 2006-10
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- Figure 67: Hungary: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 68: Hungary: Leading food retailers and market shares, 2010
Italy
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- Executive summary
- Food prices rise in 2011
- Retail outlook and forecasts
- Conad closes the gap on Co-op Italia
- Lack of confidence from foreign investors
- Still a fragmented sector
- Online
- The market: Economic background
- GDP
- Consumer prices
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- Figure 69: Italy: Consumer prices inflation, Jan 2006-Oct 2011
- Consumer spending and confidence
- Population
- Implications for food retailers
- The market: Consumer spending on groceries
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- Figure 70: Italy: Consumer spending, % change in main categories, 2006-10
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- Figure 71: Italy: Consumer spending on food and drink as % of all consumer spending, 2000-10
- Figure 72: Italy: Household consumer spending on food and drink and other select categories, 2006-10
- The market: The food retailers
- Economic and consumer spending outlook
- Retail outlook and forecasts
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- Figure 73: Italy: Food retailers’ sales, 2006-16
- Outlet and enterprise data
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- Figure 74: Italy: Retail outlet numbers by format, 2007-09
- Figure 75: Italy: Retail enterprise numbers, 2003-07
- The market: Online
- Online shopping: penetration levels
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- Figure 76: Italy: Online shopping penetration, 2005-10
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- Figure 77: Italy: Level of internet access, 2010
- Leading retailers and market shares
- Still a fragmented sector
- Protection for smaller players
- Conad closes the gap on Coop Italia
- Esselunga overtakes Auchan
- Rewe to scale back
- French operators fail to shine
- Lidl stands out in the international pack
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- Figure 78: Italy: Leading food retailers, 2010/11
- Market shares
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- Figure 79: Italy: Leading food retailers’ market shares, 2009 and 2010
Netherlands
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 80: Netherlands: Consumer spending on food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 81: Netherlands: Food retailers’ sales, 2006-10
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- Figure 82: Netherlands: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 83: Netherlands Leading food retailers and market shares, 2010
Norway
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 84: Norway: Consumer spending on food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 85: Norway: Food retailers’ sales, 2006-10
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- Figure 86: Norway: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 87: Norway: Leading food retailers and market shares, 2010
Poland
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 88: Poland: Consumer spending on food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 89: Poland: Food retailers’ sales, 2006-10
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- Figure 90: Poland: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 91: Poland: Leading food retailers, 2010
Portugal
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 92: Portugal: Consumer spending on food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 93: Portugal: Food retailers’ sales, 2006-10
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- Figure 94: Portugal: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 95: Portugal Leading food retailers and market shares, 2010
Republic of Ireland
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 96: Republic of Ireland: Consumer spending on food, beverages and tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 97: Republic of Ireland: Food retailers’ sales, 2006-10
- Figure 98: Republic of Ireland: Food retailers’ sales forecasts, 2011-16
- Leading retailers and market shares
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- Figure 99: Republic of Ireland: Leading food retailers and market shares, 2010/11
Spain
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- Executive summary
- Pricing activity eases
- Own brand investment steps up
- Hypermarkets in the doldrums
- Retail outlook and forecasts
- Mercadona opens up its lead
- Consumers looking for low prices
- The market: Economic background
- GDP
- Consumer prices
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- Figure 100: Spain: Consumer prices inflation, Jan 2006 – Oct 2011
- Own brand development
- Consumer spending and confidence
- Population
- Implications for food retailers
- The market: Consumer spending on groceries
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- Figure 101: Spain: Consumer spending, growth in main categories, 2005-09
- Figure 102: Spain: Consumer spending on food and drink as % of all consumer spending, 2000-09
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- Figure 103: Spain: Consumer spending on food and drink and other select categories, 2005-09
- The market: The food retailers
- Economic and consumer spending outlook
- Retail outlook and forecasts
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- Figure 104: Spain: Food retailers’ sales, 2006-16
- Outlet and enterprise data
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- Figure 105: Spain: Retail enterprise numbers, 2005-09
- Figure 106: Spain: Enterprise and outlet numbers, 2009
- Store numbers by format
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- Figure 107: Spain: Hypermarkets, 1973-2010
- The market: Online
- Grocery e-commerce in its infancy
- Website usage
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- Figure 108: Spain: Top three retail websites for food, July 2011
- Online shopping: Penetration levels
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- Figure 109: Spain: Online shopping penetration, 2003-10
- Leading retailers and market shares
- Margin protection in 2010
- Discounter and regional supermarkets hold up well
- Mercadona reinforces its market leadership
- Hypermarkets continue to struggle
- Eroski loses market share too
- Dinosol’s future looking uncertain
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- Figure 110: Spain: Leading food retailers, 2010/11
- Market shares
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- Figure 111: Spain: Leading food retailers’ market shares, 2009 and 2010
- The consumer: What they look for
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- Figure 112: Most important deciding factors in shopping for food, drink and household products, Spain, 2010
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- Figure 113: Deciding factors in shopping for food, drink and household products, Spain, 2006-10
- The consumers: Where they shop
- Spanish consumers shop under several roofs
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- Figure 114: Shops used regularly/occasionally, Spain, 2010
- But they prefer high street to out-of-town supermarkets
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- Figure 115: Which supermarkets consumers shop regularly, Spain, GB, Germany and France, 2010
- Figure 116: Which other food channels consumers shop regularly, Spain, GB, Germany and France, 2010
Sweden
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 117: Sweden: Consumer spending on food, beverages & tobacco, 2006-10
- The market: Sector size and forecast
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- Figure 118: Sweden: Food retailers’ sales, 2006-10
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- Figure 119: Sweden: Food retailers’ sales forecast, 2011-16
- Leading retailers and market shares
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- Figure 120: Sweden: Leading food retailers and market shares, 2010
Switzerland
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- The market: Economic background
- The market: Consumer spending on groceries
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- Figure 121: Switzerland: Consumer spending on food, beverages and tobacco, 2006-10(e)
- The market: Sector size and forecast
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- Figure 122: Switzerland: Food retailers’ sales, 2006-10
- Figure 123: Switzerland: Food retailers’ sales forecasts, 2011-16
- Leading retailers and market shares
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- Figure 124: Switzerland: Leading food retailers and market shares, 2010/11
UK
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- ONS data and definitions
- Financial definitions
- Abbreviations
- Executive summary
- The market
- Tough times
- Food retailers
- Forecast
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- Figure 125: Food retailers’ sales, 2006-16
- The big get bigger
- Competition – smoke and mirrors
- Online
- Non-foods and services
- The consumer
- Customer profiles
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- Figure 126: UK: Profile of primary shoppers of main supermarkets, August 2011
- What drives store choice?
- Supermarkets and the recession
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- Figure 127: Consumers: “How do you feel about your finances?”by supermarkets used, July 2011
- Consumers and the recession
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- Figure 128: Consumer attitudes towards grocery shopping, August 2011
- Companies, brands and innovation
- Brands
- Leading retailers
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- Figure 129: Channels of distribution for food and drink, 2010 (est)
- Figure 130: Top 5 food retailers, market share, 2010
- What we think
- Issues in the market
- What size store?
- The superstore – discounter dynamic
- Appearance or reality?
- To take some recent examples:
- The end of the line for loyalty cards?
- Building trust
- Future opportunities
- Survival Skills
- Guiding Choice
- Who’s innovating?
- Shopping experience
- Specialist skills on show
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- Figure 131: Marks & Spencer (food): High Street, Kensington, store
- Inspire trend: Experience Is All
- Self-scanning
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- Figure 132: Tesco shopping wall in South Korea
- Asda supermarket
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- Figure 133: Asda Supermarket, Harrow
- Broadening the offer
- International brands
- Moves into food service
- Promotions
- Checkout coupons
- Pre-pay discounts
- Inspire trend: Let’s Make A Deal
- The market: Economic background
- Key points
- Population forecast
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- Figure 134: UK: Over 65s as % total UK population, 1991-2020
- The economy
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- Figure 135: UK: Quarterly GDP growth, 1991-2011 (Q3)
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- Figure 136: UK: GfK NOP Consumer confidence index, January 2007-October 2011
- Inflation
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- Figure 137: Inflation in food and other major categories, 2006-11 (Sept)
- Figure 138: Percentage change in Retail Prices Index vs Earnings, 2008-11
- The market: Consumer spending on groceries
- Key points
- Food spending in context
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- Figure 139: UK: Consumer spending on selected major food categories, 2006-10
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- Figure 140: UK: Comparison of spending on food and other major categories, 2006-10
- Food vs all consumer spend
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- Figure 141: Spending on food and drink as % all consumer spending, 2006-11
- Food vs eating out
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- Figure 142: Spending on food relative to spending on eating out, 2005-10
- The market: Food retailers’product mix
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- Figure 143: UK: Food retailers, product mix, 2010 (est)
- The market: Sector sales and forecast
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- Figure 144: Food retailers’ sales* at current and constant prices, 2006-16
- Figure 145: Food retailers’ sales, 2006-16
- Forecast methodology
- The retailers: Channels of distribution
- Key points
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- Figure 146: Food, drink and tobacco – channels of distribution, 2010 (est)
- The retailers: Leading retailers
- Key points
- A tough climate
- Quality counts
- Hard discounters and Iceland
- Convenience stores
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- Figure 147: UK: Leading Food Retailers, 2010/11
- The retailers: Market shares
- Key points
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- Figure 148: Leading UK food retailers, estimated non-retail share of sales, 2009 and 2010
- Figure 149: Leading UK food retailers’ market shares as share of all food retail specialists’ sales, 2009 and 2010
- The retailers: Online
- Key points
- Who shops online?
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- Figure 150: Proportion of adult population shopping online, 2003-11 (July)
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- Figure 151: Online groceries: Age profile of shoppers, 2006 and 2011
- Figure 152: Internet penetration, 2001-11
- Major players
- Market size
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- Figure 153: UK: Food retailers’ Online sales, 2009-11(est)
- Internet usage
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- Figure 154: UK: Top 20 transactional food and drink websites, by number of visits, August 2011
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- Figure 155: UK: Growth in unique visitor numbers year-on-year for the top 5 transactional food and drink websites, January 2010-September 2011
- The retailers: Advertising and promotion
- Key points
- Strong growth in ad spend
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- Figure 156: Main media advertising spend, by leading grocery retailers, 2007-10
- Spending relative to turnover
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- Figure 157: Leading grocers’ advertising spending as % of turnover, 2007-10
- Spending by media
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- Figure 158: Leading grocers’ main media advertising distribution, by media, 2010
- Advertising content
- The consumer: Brand research
- Brand map
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- Figure 159: Attitudes towards and usage of food retail brands, August 2011
- Brand attitudes
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- Figure 160: Attitudes by food retail brand, August 2011
- Brand personality
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- Figure 161: Food retail brand personality – macro image, August 2011
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- Figure 162: Food retail brand personality – micro image, August 2011
- Correspondence analysis
- Brand experience
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- Figure 163: Food retail brand usage, August 2011
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- Figure 164: Satisfaction with various food retail brands, August 2011
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- Figure 165: Consideration of food retail brands, August 2011
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- Figure 166: Consumer perceptions of current food retail brand performance, August 2011
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- Figure 167: Food retail brand recommendation – Net Promoter Score, August 2011
- Brand index
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- Figure 168: Food retail brand index, August 2011
- Figure 169: Food retail brand index vs. recommendation, August 2011
- Target group analysis
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- Figure 170: Target groups, August 2011
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- Figure 171: Food retail brand usage, by target groups, August 2011
- Figure 172: Food retail brand usage, by target groups, August 2011
- Group One – Conformists
- Group Two – Simply the Best
- Group Three – Shelf Stalkers
- Group Four – Habitual Shoppers
- Group Five – Individualists
- The consumer – Who shops where?
- Key points
- Primary shoppers
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- Figure 173: Usage of outlets for main grocery shop, August 2011
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- Figure 174: UK: Profile of primary shoppers of main supermarkets, August 2011
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- Figure 175: UK: Profile of primary shoppers of main supermarkets, 2006 and 2011
- Secondary shoppers
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- Figure 176: Usage of supermarkets for top up shop, August 2011
- Figure 177: UK: Profile of secondary shoppers, August 2011
- Store usage 2006-11
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- Figure 178: Usage of superstores for primary shopping trips, 2006 and 2011
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- Figure 179: Usage of stores for secondary shopping trips, 2006 and 2011
- Type of stores used
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- Figure 180: Great Britain: Shops used regularly/occasionally, 2009 and 2010
- The consumer – The key factors for choosing a store
- Key points
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- Figure 181: Aspects most important when you do your main grocery shop, August 2011
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- Figure 182: Usage of outlets for main shop, by aspects most important when you do your main grocery shop, August 2011
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- Figure 183: Aspects most important when you do your main grocery shop, by usage of supermarkets for main shop, August 2011
- Factors in choosing a supermarket
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- Figure 184: Deciding factors in shopping for food, drink and household products, GB, 2010
- The consumer – Attitudes towards grocery shopping
- Key points
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- Figure 185: Consumer attitudes towards grocery shopping, August 2011
- Figure 186: Profile of consumers with particular attitudes, August 2011
- Attitudes vs shops used
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- Figure 187: Consumer attitudes towards grocery shopping, by usage of supermarkets for main shop, August 2011
- Appendix – The consumer – Brand research
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- Figure 188: Store usage, August 2011
- Figure 189: Store commitment, August 2011
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- Figure 190: Store momentum, August 2011
- Figure 191: Store diversity, August 2011
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- Figure 192: Store satisfaction, August 2011
- Figure 193: Store recommendation, August 2011
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- Figure 194: Store attitude, August 2011
- Figure 195: Store image – macro image, August 2011
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- Figure 196: Store image – micro image, August 2011
- Figure 197: Profile of target groups, by demographic, August 2011
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- Figure 198: Psychographic segmentation, by target group, August 2011
- Figure 199: Store usage, by target group, August 2011
- Brand index
-
- Figure 200: Store index
- Appendix – The consumer – Who shops where?
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- Figure 201: Usage of supermarkets for main shop, by demographics, August 2011
- Figure 202: Most popular usage of supermarkets for top up shop, by demographics, August 2011
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- Figure 203: Next most popular usage of supermarkets for top up shop, by demographics, August 2011
- Appendix – The consumer – Key factors for choosing a store
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- Figure 204: Aspects most important when you do your main grocery shop, by demographics, August 2011
- Appendix – The consumer – Attitudes towards grocery shopping
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- Figure 205: Most popular consumer attitudes towards grocery shopping, by demographics, August 2011
- Figure 206: Next most popular consumer attitudes towards grocery shopping, by demographics, August 2011
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- Figure 207: Other consumer attitudes towards grocery shopping, by demographics, August 2011
Ahold Group
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- Strategic evaluation
- Sacrificing margin to maintain share
- Cautious move into Belgium
- Germany may follow too
- Recovery in Central Europe
- Background
- Company performance
-
- Figure 209: Ahold Group: Retail division financial performance, 2006-10
- Albert Heijn Arena
- Retail banners: Albert Heijn, Etos, Gall & Gall
- Central Europe Arena
- Retail banners: Albert
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- Figure 210: Ahold Group: Outlet data, 2006-10
- Store formats
- Albert Heijn
- Albert
- Etos
- Gall & Gall
- Hypernova
- Retail offering
- e-commerce and home shopping
Aldi (Europe)
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- Strategic evaluation
- Challenges at home
- Mature markets provide robust growth
- Still much scope for growth
-
- Figure 212: Aldi: Stores per million capita in selected European countries, 2010
- Downturn favours discounters in the UK?
- Background
- Company performance
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- Figure 213: Aldi (Europe): Group sales performance, 2006-10
- Figure 214: Aldi (Europe): Outlet data, 2006-10
- Figure 215: Aldi (Austria): Sales as share of all food retailers' sales in Austria, 2006-10
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- Figure 216: Aldi (Belgium): Sales as share of all food retailers' sales in Belgium, 2006-10
- Figure 217: Aldi (Denmark): Sales as share of all food retailers' sales in Denmark, 2006-10
- Figure 218: Aldi (France): Sales as share of all food retailers' sales in France, 2006-10
- Figure 219: Aldi (Germany): Sales as share of all food retailers' sales in Germany, 2006-10
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- Figure 220: Aldi (Ireland): Sales as share of all food retailers' sales in Ireland, 2006-10
- Figure 221: Aldi (Netherlands): Sales as share of all food retailers' sales in The Netherlands, 2006-10
- Figure 222: Aldi (Portugal): Sales as share of all food retailers' sales in Portugal, 2006-10
- Figure 223: Aldi (Spain): Sales as share of all food retailers' sales in Spain, 2006-10
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- Figure 224: Aldi (Switzerland): Sales as share of all food retailers' sales in Switzerland, 2006-10
- Figure 225: Aldi (UK): Sales as share of all food retailers' sales in the UK, 2006-10
- Store format
- Retail offering
- E-commerce and home shopping
Asda Group
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- Strategic evaluation
- Sales development lags behind its rivals
- Discounter danger
- Smaller stores, bigger expansion potential
- Prospects
- Background
- Company performance
-
- Figure 227: Asda Group Ltd: Group financial performance, 2006-10
- Figure 228: Asda Group Ltd: Outlet data, 2006-10
- Store formats
- Smaller stores
- Customer profile
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- Figure 229: Asda: Primary shoppers, by gender, age and socio-economic group, August 2011
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- Figure 230: Asda: Primary shoppers, by region and acorn group, August 2011
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- Figure 231: Asda: Secondary Shoppers by gender, age and socio-economic group, August 2011
- Figure 232: Asda: Secondary shoppers, by region and acorn group, August 2011
- Retail offering
- e-commerce and home shopping
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- Figure 233: Asda.co.uk: Online consumer demographics, three month average to August 2011
Auchan
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- Strategic evaluation
- Further margin loss in tough climate
- Beefs up supermarkets and enters neighbourhood
- E-commerce is growing rapidly
- Background
- Company performance
-
- Figure 235: Auchan: Group financial performance, 2006-10
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- Figure 236: Auchan: Estimated European sales, by country, 2006-10
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- Figure 237: Auchan: Outlet data, 2006-10
- Figure 238: Auchan: Sales as share of all food retailers’ sales in France, 2006-10
- Figure 239: Auchan: Sales as share of all food retailers’ sales in Hungary, 2006-10
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- Figure 240: Auchan: Sales as share of all food retailers’ sales in Italy, 2006-10
- Figure 241: Auchan: Sales as share of all food retailers’ sales in Poland, 2006-10
- Figure 242: Auchan: Sales as share of all food retailers’ sales in Portugal, 2006-10
- Figure 243: Auchan: Sales as share of all food retailers’ sales in Spain, 2006-10
- Store formats
- Retail offering
- e-commerce and home shopping
Carrefour
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- Strategic evaluation
- Losing market share
- Reviving mature markets
- 1. Price
- 2. Formats
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- Figure 245: Beauty section, Carrefour Planet, Milan
- 3. Products
- Dia spun off
- Background
- Company performance
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- Figure 246: Carrefour (Europe): Group financial performance, 2006-10
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- Figure 247: Carrefour (Europe): Sales contribution by territory, 2009 and 2010
- Figure 248: Carrefour (Europe): Directly-operated outlet data, 2006-10
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- Figure 249: Carrefour (Europe): Company-operated sales area distribution 2009 and 2010
- Figure 250: Carrefour (Europe): Total European outlet numbers by territory (incl. franchise/partner stores), 2006-10
- France
-
- Figure 251: France: Sales as % all food retailers’ sales, 2006-10
- Belgium
-
- Figure 252: Belgium: Sales as % all food retailers’ sales, 2006-10
- Greece
-
- Figure 253: Greece: Sales as % all food retailers’ sales, 2006-10
- Italy
-
- Figure 254: Italy: Sales as % all food retailers’ sales, 2006-10
- Poland
-
- Figure 255: Poland: Sales as % all food retailers’ sales, 2006-10
- Portugal
-
- Figure 256: Portugal: Sales as % all food retailers’ sales, 2006-10
- Spain
-
- Figure 257: Spain: Sales as % all food retailers’ sales, 2006-10
- Romania
-
- Figure 258: Romania: Sales as % all food retailers’ sales, 2006-10
- Store formats
-
- Figure 259: Carrefour (Europe): Total European outlet numbers by format (incl. franchise/partner stores), 2006-10
- Figure 260: Carrefour (Europe): Total European outlet numbers by format (incl. franchise stores), 2009-10
-
- Figure 261: Carrefour (Europe): Outlet numbers by ownership, format and territory (incl. franchise/partner stores), 2010
- Retail offering
- E-commerce and home shopping
Casino
-
- Strategic evaluation
- May be cutting margins too much
- Online developing rapidly
- Strength of foreign operations is sustaining profits and investment
- Background
- Company performance
-
- Figure 263: Casino: Group financial performance, 2006-10
- France
- Current trading
-
- Figure 264: Casino: Outlet data (excluding franchises), 2006-10
- Store formats
-
- Figure 265: Casino: France: Banners, 2010
- Retail offering
- e-commerce and home shopping
Co-operative Group (Food)
-
- Strategic evaluation
- The new estate
- Shouting louder
- Misjudged campaign
- Background
- Company performance
-
- Figure 267: Co-operative Group (Food): Group financial performance, 2006/07-2010/11
-
- Figure 268: Co-operative Group (Food): Group financial performance, H1 2010 and h1 2011
- Figure 269: Co-operative Group (Food): Outlet data, 2007/11
- Consumer profile
-
- Figure 270: Co-operative Group (Food): Secondary-shop consumer profile by gender, age, socio-economic group, August 2011
- Figure 271: Co-operative Group (Food): Secondary-shop consumer profile by location, August 2011
- Figure 272: Co-operative Group (Food): Secondary-shop consumer profile by ACORN classification, 2011
- Retail offering
- E-commerce and home shopping
Delhaize Group
-
- Strategic evaluation
- Southern European focus
- Investing in price and stores
- But Belgian growth looks to be faltering
- Background
- Company performance
- Group
-
- Figure 274: Delhaize Group: Group financial performance, 2006-10
-
- Figure 275: Delhaize Group: Group financial performance, H1 2010 & H1 2011
- Figure 276: Delhaize Group: European revenues & store numbers by territory, 2009 (inner ring) & 2010 (outer ring)
-
- Figure 277: Delhaize Group: Outlet data, 2006-10
- Belgium
-
- Figure 278: Delhaize Group (Europe): Belgian sales as share of food retailers’ sales in Belgium, 2006-10
- Figure 279: Delhaize Belgium: Food outlet formats and numbers, 2009-10
- Southern Europe
-
- Figure 281: Delhaize Group (Europe): Greek sales as share of food retailers’ sales in Greece, 2006-2010
- Figure 282: Delhaize Greece: Food outlet formats and numbers, 2009-10
-
- Figure 284: Delhaize Romania: Food outlet formats and numbers, 2009-10
- Retail offering
- Belgium
- Greece
- E-commerce and home shopping
Edeka Group
-
- Strategic evaluation
- Points of difference
- Own brand
- Expansion to continue
- Cuckoo in the nest?
- Non-food potential
- Background
- Co-operative structure
- Company performance
-
- Figure 286: Edeka Group Germany: Group financial performance, 2006-10
- Figure 287: Edeka Group Germany: Outlet data, 2006-10
- Retail offering
- Netto
- Edeka/Marktkauf
- E-commerce and home shopping
ICA
-
- Strategic evaluation
- Tough period looks set to ease
- Tackling the mature markets
- Background
- Company performance
-
- Figure 289: ICA: Group financial performance, 2006-10
-
- Figure 290: ICA retail: Final retail sales, 2006-10
-
- Figure 291: ICA: Outlet data, 2006-10
- Sweden
-
- Figure 293: ICA Sverige: Outlet data, 2009-11
- Norway
-
- Figure 295: ICA Norge: Outlet data, 2009-11
- Baltics
- Retail offering
- ICA fascia
- E-commerce and home shopping
Iceland Foods
-
- Strategic evaluation
- Recent ownership developments
- Background
- Company performance
-
- Figure 300: Iceland Foods Ltd: Group financial performance, 2006/07-2010/11
-
- Figure 301: Iceland Foods Ltd: Outlet data, 2006/07-2010/11
- Consumer profiles
-
- Figure 302: Iceland Foods Ltd: Consumer profile, by gender, age, socio-economic group, August 2011
- Figure 303: Iceland Foods Ltd: Consumer profile, by location, August 2011
- Figure 304: Iceland Foods Ltd: Consumer profile by ACORN classification, August 2011
- Retail offering
- E-commerce and home shopping
Groupement des Mousquetaires (Intermarché)
-
- Strategic evaluation
- Return to growth
- Standing out from the crowd
- Can Les Mousquetaires catch Leclerc?
- Background
- Company performance
-
- Figure 306: Groupement des Mousquetaires: Group sales, 2006-10
- Figure 307: Groupement des Mousquetaires: Food outlet data, 2006-10
- Store formats
-
- Figure 308: Groupement des Mousquetaires: Food outlets by type, 2010
- Figure 309: Groupement des Mousquetaires: Non-food outlet data, 2006-10
- Retail offering
- e-commerce and home shopping
J Sainsbury
-
- Strategic evaluation
- Strong performance
-
- Figure 311: Sainsbury’s Supermarkets: Sales growth, 2006/07-2010/11
- Expansion underpins growth
- Looking to catch up in non-food
- Convenience stores good fit with online
- Intensifying price competition
- Background
- Company performance
-
- Figure 312: Sainsbury’s Supermarkets, 2006/07-2010/11
-
- Figure 313: Sainsbury’s Supermarkets: Outlet data, 2006/07-2010/11
- Store formats
-
- Figure 314: Sainsbury’s Supermarkets: Outlets by size, 2006/07-2010/11
- Consumer profile
-
- Figure 315: Sainsbury’s: Primary shoppers, by gender, age and socio-economic group, August 2011
-
- Figure 316: Sainsbury’s: Primary shoppers, by region and acorn group, August 2011
-
- Figure 317: Sainsbury’s: Secondary shoppers by gender, age and socio-economic group, August 2011
- Figure 318: Sainsbury’s: Secondary shoppers, by region and acorn group, August 2011
- Retail offering
- e-commerce and home shopping
-
- Figure 319: Sainsburys.co.uk: Online consumer demographics, three month average to August 2011
Jerónimo Martins
-
- Strategic evaluation
- Pingo Doce
- Biedronka
- Background
- Company performance
-
- Figure 321: Jerónimo Martins (retail): Financial performance, 2006-10
-
- Figure 322: Jerónimo Martins (retail): Financial performance, H1 2010 and H1 2011
-
- Figure 323: Jerónimo Martins (retail): Outlet data, 2006-10
- Retail offering
- Pingo Doce
- Biedronka
- E-commerce and home shopping
E. Leclerc
-
- Strategic evaluation
- Strong value proposition
- Non-food and new outlets spur growth
- Increasing overseas focus
- Background
- Company performance
-
- Figure 325: E. Leclerc: Group financial performance, 2006-10
- Figure 326: E Leclerc: Estimated sales performance in international markets, 2010
-
- Figure 327: E. Leclerc: Outlet data, 2006-10
- Figure 328: E. Leclerc: International food outlets, 2006-10
- Non-food fascia
-
- Figure 329: E Leclerc: Non-food outlets, 2010
- Retail offering
- e-commerce and home shopping
Marks & Spencer (Food)
-
- Strategic evaluation
-
- Figure 331: Marks & Spencer (food): High Street, Kensington, store
- Background
- Company performance
-
- Figure 332: Marks & Spencer (food): Group sales performance, 2006/07-2010/11
-
- Figure 333: Marks & Spencer (food): Outlet data, 2007/11
- Store formats
-
- Figure 334: Marks & Spencer (food): UK outlet data, 2007/11
- Consumer profile
-
- Figure 335: M&S (Food): Consumer profile, by gender, age, socio-economic group, August 2011
- Figure 336: M&S (Food): Consumer profile, by location, August 2011
- Figure 337: M&S (Food): Consumer profile by ACORN classification, August 2011
- Retail offering
- E-commerce and home shopping
Mercadona
-
- Strategic evaluation
- Cutting prices for hard pressed customers
- Collaboration with integrated suppliers
- Squeezing branded suppliers
- Raising the bar
- Staff conditions
- Investing for the future
- Longer term view
- Background
- Company performance
-
- Figure 339: Mercadona: Group financial performance, 2006-10
- Figure 340: Mercadona: Outlet data, 2006-10
- Retail offering
Ocado
-
- Strategic evaluation
- Intense competition
- IPO boosts funding
- Background
- Company performance
-
- Figure 342: Ocado: Group financial performance, 2005/06-2009/10
- Distribution
- Retail offering
- Product mix
-
- Figure 343: Ocado: Product mix, by number of lines, 2011
- E-commerce and home shopping
-
- Figure 344: Ocado.com: Online consumer demographics, three month average to August 2011
Real (METRO)
-
- Strategic evaluation
- Profitability improving but only slowly
- Eastern Europe shows signs of life
- Could Metro dispose of Real?
- Background
- Company performance
- 2010
-
- Figure 346: Real: Group financial performance, 2006-10
-
- Figure 347: Real: Outlet data, 2006-10
- Store formats
- Retail offering
- e-commerce and home shopping
Rewe (food)
-
- Strategic evaluation
- Convenience and kiosks
-
- Figure 349: Rewe To Go store in Cologne
- Online deficiencies
- Penny losses in Germany
- Strengthening Billa’s offer
- Background
- Company performance
-
- Figure 350: Rewe (food): Group sales performance, 2006-2010
-
- Figure 352: Rewe (food): Sales by country, 2006-10
-
- Figure 353: Rewe (food): Company-operated outlet data by segment, 2008-10
- Figure 354: Rewe (food): Company-operated outlet data by country, 2008-10
- Store formats
-
- Figure 356: Rewe: Food retail formats in Germany, 2011
- Figure 357: Rewe: International food formats, 2011
- Retail offering
- Rewe
- Penny
- Billa
- E-commerce and home shopping
Schwarz Group (Europe)
-
- Strategic evaluation
- Good progress in 2010
- Avoiding risk
- Opportunities closer to home
- Investing in product…
- …and vertical integration
- Background
- Company performance
-
- Figure 359: Schwarz Group: Estimated group sales performance, 2006/07-2010/11
-
- Figure 360: Schwarz Group: Estimated outlet numbers, 2006/07-2010/11
- Store formats
-
- Figure 361: Schwarz Group: Store formats, 2011
- Retail offering
- e-commerce
SPAR International
-
- Strategic evaluation
- Rationalisation and the recovery
- Background
-
- Figure 363: SPAR International: Year of entry, by country
- Company performance
-
- Figure 364: SPAR International: Retail sales by country, 2006-10
-
- Figure 365: SPAR International: Estimated European sales exclusive of sales tax, 2010
- Figure 366: SPAR International: Outlet data, 2006-10
-
- Figure 367: SPAR International: Sales per m², by country (Europe), 2010
- Figure 368: SPAR (Austria): Sales as share of Austrian food retailers’ sales, 2006-10
-
- Figure 369: SPAR (Belgium): Sales as share of all Belgian food retailers’ sales, 2006-10
- Figure 370: SPAR (Croatia): Sales as share of all Croatian food retailers’ sales, 2006-10
-
- Figure 371: SPAR (Czech Republic): Sales as share of all Czech food retailers’ sales, 2006-10
- Figure 372: SPAR (Denmark): Sales as share of all Danish food retailers’ sales, 2006-10
-
- Figure 373: SPAR (France): Sales as share of all French food retailers’ sales, 2006-10
- Figure 374: SPAR (Germany): Sales as share of all German food retailers’ sales, 2006-10
-
- Figure 375: SPAR (Greece): Sales as share of all Greek food retailers’ sales, 2006-10
- Figure 376: SPAR (Hungary): Sales as share of all Hungarian food retailers’ sales, 2006-10
-
- Figure 377: SPAR (Ireland): Sales as share of all Irish food retailers’ sales, 2006-10
- Figure 378: SPAR (Italy): Sales as share of all Italian food retailers’ sales, 2006-10
-
- Figure 379: SPAR (Netherlands): Sales as share of all Dutch food retailers’ sales, 2006-10
- Figure 380: SPAR (Norway): Sales as share of all Norwegian food retailers’ sales, 2006-10
-
- Figure 381: SPAR (Poland): Sales as share of all Polish food retailers’ sales, 2006-10
- Figure 382: SPAR (Romania): Sales as share of all Romanian food retailers’ sales, 2006-10
-
- Figure 383: SPAR (Russia): Sales as share of all Russian food retailers’ sales, 2006-10
- Figure 384: SPAR (Slovenia): Sales as share of all Slovenian food retailers’ sales, 2006-10
-
- Figure 385: SPAR (Spain): Sales as share of all Spanish food retailers’ sales, 2006-10
- Figure 386: SPAR (Switzerland): Sales as share of all Swiss food retailers’ sales, 2006-10
-
- Figure 387: SPAR (UK): Sales as share of all UK food retailers’ sales, 2006-10
-
- Figure 388: SPAR International: Sales and outlets, by country outside Europe, 2007-10
- Store formats
-
- Figure 389: SPAR International: Store formats, 2010
- Retail offering
- e-commerce and home shopping
Tesco
-
- Strategic evaluation
- Be careful not to overstate the problems
- Clubcard
- Loyalty
- The “£500m campaign”
- The end of Clubcard?
- The limits of growth
- Overseas
- Time to be optimistic
- Background
- Company performance
-
- Figure 391: Tesco Plc: Group financial performance, 2006/07-2010/11
- Figure 392: Tesco: Like-for-like sales growth, 26 weeks to Aug 2011
-
- Figure 393: Tesco Plc: Outlet data, 2007/11
- UK
-
- Figure 394: UK: Sales as share of all food retailers’ sales, 2006-10
- Czech Republic
-
- Figure 395: Czech Republic: Sales as share of all food retailers’ sales, 2006-10
- Hungary
-
- Figure 396: Hungary: Sales as share of all food retailers sales, 2006-10
- Poland
-
- Figure 397: Poland: Sales as % all food retailers’ sales, 2006-10
- Ireland
-
- Figure 398: Ireland: Sales as % all food retailers’ sales, 2006-10
- Turkey
- Store formats
-
- Figure 399: Tesco: UK store formats, 2010/11
- Figure 400: Tesco: Other European store formats, 2010/11
- Consumer profile
- Primary shoppers
-
- Figure 401: Tesco - Primary shoppers by gender, age and socio-economic group, August 2011
- Figure 402: Tesco - Primary shoppers, by region, August 2011
-
- Figure 403: Tesco - Primary shoppers, by Acorn classification, August 2011
- Consumer profile – secondary shoppers
-
- Figure 404: Tesco - Secondary Shoppers – by gender, age and socio-economic group, August 2011
- Figure 405: Tesco - Secondary Shoppers – by region, August 2011
-
- Figure 406: Tesco - Secondary Shoppers, by Acorn classification, August 2011
- Retail offering
-
- Figure 407: Tesco UK: Sales, by product category, 2009/10-2010/11
- e-commerce and home shopping
-
- Figure 408: Tesco: Online consumer demographics, three month average to August 2011
Waitrose
-
- Strategic evaluation
- Star performer
- New stores and variety in the offer
- Rolling out online
- Background
- Company performance
-
- Figure 410: Waitrose Ltd: Group financial performance, 2006/07-2010/11
- Figure 411: Waitrose Ltd: Outlet data, 2006/07-2010/11
- Consumer profile
-
- Figure 412: Waitrose: Secondary shoppers - by gender, age and socio-economic group, August 2011
- Figure 413: Waitrose: Secondary shoppers - by region and acorn group, August 2011
- Retail offering
- E-commerce and home shopping
-
- Figure 414: Waitrose.com: Online consumer demographics, three month average to August 2011
Wm Morrison Group
-
- Strategic evaluation
- Slowly diversifying channels
- Innovations – and flexibility
-
- Figure 416: Wm Morrison Group: ‘Lab’ store, Kirkstall, Leeds
- Revitalising own brands
- Background
- Company performance
- 2010/11
-
- Figure 417: Wm Morrison Group: Group financial performance, 2006/07-2010/11
-
- Figure 418: Wm Morrison Group: Sales breakdown, 2006/07-2010/11
-
- Figure 419: Wm Morrison Group: Annual sales growth excluding fuel, 2006/07-2010/11
-
- Figure 420: Wm Morrison Group: Sales breakdown, H1 2010/11 and H1 2011/12
-
- Figure 421: Wm Morrison Group: Outlet data, 2006/07-2010/11
- Store formats
-
- Figure 423: Wm Morrison Group: Store portfolio by size, 2007-11
- Consumer profile
-
- Figure 424: Wm Morrison Group: Consumer profile by gender, age, socio-economic group, August 2011
- Figure 425: Wm Morrison Group: Consumer profile by location, August 2011
- Figure 426: Wm morrison Group: Consumer profile, by ACORN classification, August 2011
- Retail offering
- E-commerce and home shopping
-
- Figure 427: Wm Morrison Group: Online consumer demographics, three month average to August 2011
Appendix – Broader Market Environment
-
- Population
-
- Figure 428: Europe: Population, by age group, 2005
- Figure 429: Europe: Population, by age group, 2010
-
- Figure 430: Europe: Population, by age group, 2015
- Figure 431: Europe: Population, by age group, 2020
- GDP
-
- Figure 432: Europe: GDP (current prices), 2010
- Figure 433: Europe: GDP growth rates (current prices), 2001-Q3 2011
- Figure 434: Europe: GDP growth rates (constant prices), 2001 – Q3 2011
- Consumer spending
-
- Figure 435: Europe: Households’ consumer spending (current prices), 2010
- Figure 436: Europe: Households’ consumer spending growth rates (current prices), 2001- Q3 2011
- Figure 437: Europe: Households’ consumer spending growth rates (constant prices), 2001-Q3 2011
- Consumer prices
-
- Figure 438: Europe: Harmonised index of consumer prices, 2001-10
- Unemployment
-
- Figure 439: Europe: Average rate of unemployment, 2001-10
- Interest rates
-
- Figure 440: Europe: Interest rates, 2005 -Q3 2011
- Consumer confidence
-
- Figure 441: Europe: Consumer confidence, Sep 2010 -Aug 2011
Appendix –TGI Europe
-
-
- Figure 442: Deciding factors in shopping for food, drink and household products, GB, 2009-10
- Figure 443: Deciding factors in shopping for food, drink and household products, France, 2010
-
- Figure 444: Deciding factors in shopping for food, drink and household products, Spain, 2009-10
- Figure 445: Deciding factors in shopping for food, drink and household products, Germany, 2009-10
-
- Figure 446: Shops used regularly/occasionally, by country, 2010
-
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