Table of Contents
Executive Summary
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- 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
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
The Market: Economic Background
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- GDP
- Consumer prices
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- Figure 3: 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 4: Spain: Consumer spending, growth in main categories, 2005-09
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- Figure 5: Spain: Consumer spending on food and drink as % of all consumer spending, 2000-09
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- Figure 6: Spain: Consumer spending on food and drink and other select categories, 2005-09
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The Market: The Food Retailers
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- Economic and consumer spending outlook
- Retail outlook and forecasts
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- Figure 7: Spain: Food retailers’ sales, 2006-16
- Outlet and enterprise data
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- Figure 8: Spain: Retail enterprise numbers, 2005-09
- Figure 9: Spain: Enterprise and outlet numbers, 2009
- Store numbers by format
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- Figure 10: Spain: Hypermarkets, 1973-2010
The Retailers: Online
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- Grocery e-commerce in its infancy
- Website usage
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- Figure 11: Spain: Top three retail websites for food, July 2011
- Online shopping: Penetration levels
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- Figure 12: Spain: Online shopping penetration, 2003-10
The Retailers: Leading Retailers
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- 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 13: Spain: Leading food retailers, 2010/11
The Retailers: Market Shares
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- Figure 14: Spain: Leading food retailers’ market shares, 2009 and 2010
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The Consumer: What They Look For
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- Figure 15: Most important deciding factors in shopping for food, drink and household products, Spain, 2010
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- Figure 16: Deciding factors in shopping for food, drink and household products, Spain, 2006-10
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The Consumers: Where They Shop
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- Spanish consumers shop under several roofs
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- Figure 17: Shops used regularly/occasionally, Spain, 2010
- But they prefer high street to out-of-town supermarkets
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- Figure 18: Which supermarkets consumers shop regularly, Spain, GB, Germany and France, 2010
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- Figure 19: Which other food channels consumers shop regularly, Spain, GB, Germany and France, 2010
Aldi (Europe)
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- Strategic evaluation
- Challenges at home
- Mature markets provide robust growth
- Still much scope for growth
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- 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
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
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- Figure 36: Auchan: Group financial performance, 2006-10
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- Figure 37: Auchan: Estimated European sales, by country, 2006-10
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- Figure 38: Auchan: Outlet data, 2006-10
- Figure 39: Auchan: Sales as share of all food retailers’ sales in France, 2006-10
- Figure 40: Auchan: Sales as share of all food retailers’ sales in Hungary, 2006-10
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- Figure 41: Auchan: Sales as share of all food retailers’ sales in Italy, 2006-10
- Figure 42: Auchan: Sales as share of all food retailers’ sales in Poland, 2006-10
- Figure 43: Auchan: Sales as share of all food retailers’ sales in Portugal, 2006-10
- Figure 44: 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 46: Beauty section, Carrefour Planet, Milan
- 3. Products
- Dia spun off
- Background
- Company performance
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- Figure 47: Carrefour (Europe): Group financial performance, 2006-10
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- Figure 48: Carrefour (Europe): Sales contribution by territory, 2009 and 2010
- Figure 49: Carrefour (Europe): Directly-operated outlet data, 2006-10
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- Figure 50: Carrefour (Europe): Company-operated sales area distribution 2009 and 2010
- Figure 51: Carrefour (Europe): Total European outlet numbers by territory (incl. franchise/partner stores), 2006-10
- France
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- Figure 52: France: Sales as % all food retailers’ sales, 2006-10
- Belgium
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- Figure 53: Belgium: Sales as % all food retailers’ sales, 2006-10
- Greece
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- Figure 54: Greece: Sales as % all food retailers’ sales, 2006-10
- Italy
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- Figure 55: Italy: Sales as % all food retailers’ sales, 2006-10
- Poland
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- Figure 56: Poland: Sales as % all food retailers’ sales, 2006-10
- Portugal
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- Figure 57: Portugal: Sales as % all food retailers’ sales, 2006-10
- Spain
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- Figure 58: Spain: Sales as % all food retailers’ sales, 2006-10
- Romania
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- Figure 59: Romania: Sales as % all food retailers’ sales, 2006-10
- Store formats
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- Figure 60: Carrefour (Europe): Total European outlet numbers by format (incl. franchise/partner stores), 2006-10
- Figure 61: Carrefour (Europe): Total European outlet numbers by format (incl. franchise stores), 2009-10
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- Figure 62: Carrefour (Europe): Outlet numbers by ownership, format and territory (incl. franchise/partner stores), 2010
- Retail offering
- E-commerce and home shopping
E. Leclerc
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- Strategic evaluation
- Strong value proposition
- Non-food and new outlets spur growth
- Increasing overseas focus
- Background
- Company performance
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- Figure 64: E. Leclerc: Group financial performance, 2006-10
- Figure 65: E Leclerc: Estimated sales performance in international markets, 2010
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- Figure 66: E. Leclerc: Outlet data, 2006-10
- Figure 67: E. Leclerc: International food outlets, 2006-10
- Non-food fascia
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- Figure 68: E Leclerc: Non-food outlets, 2010
- Retail offering
- e-commerce and home shopping
Groupement des Mousquetaires (Intermarché)
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- Strategic evaluation
- Return to growth
- Standing out from the crowd
- Can Les Mousquetaires catch Leclerc?
- Background
- Company performance
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- Figure 70: Groupement des Mousquetaires: Group sales, 2006-10
- Figure 71: Groupement des Mousquetaires: Food outlet data, 2006-10
- Store formats
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- Figure 72: Groupement des Mousquetaires: Food outlets by type, 2010
- Figure 73: Groupement des Mousquetaires: Non-food outlet data, 2006-10
- Retail offering
- e-commerce and home shopping
Mercadona
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- 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
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- Figure 75: Mercadona: Group financial performance, 2006-10
- Figure 76: Mercadona: Outlet data, 2006-10
- Retail offering
Schwarz Group (Europe)
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- Strategic evaluation
- Good progress in 2010
- Avoiding risk
- Opportunities closer to home
- Investing in product…
- …and vertical integration
- Background
- Company performance
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- Figure 78: Schwarz Group: Estimated group sales performance, 2006/07-2010/11
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- Figure 79: Schwarz Group: Estimated outlet numbers, 2006/07-2010/11
- Store formats
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- Figure 80: Schwarz Group: Store formats, 2011
- Retail offering
- e-commerce
SPAR International
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- Strategic evaluation
- Rationalisation and the recovery
- Background
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- Figure 82: SPAR International: Year of entry, by country
- Company performance
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- Figure 83: SPAR International: Retail sales by country, 2006-10
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- Figure 84: SPAR International: Estimated European sales exclusive of sales tax, 2010
- Figure 85: SPAR International: Outlet data, 2006-10
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- Figure 86: SPAR International: Sales per m², by country (Europe), 2010
- Figure 87: SPAR (Austria): Sales as share of Austrian food retailers’ sales, 2006-10
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- Figure 88: SPAR (Belgium): Sales as share of all Belgian food retailers’ sales, 2006-10
- Figure 89: SPAR (Croatia): Sales as share of all Croatian food retailers’ sales, 2006-10
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- Figure 90: SPAR (Czech Republic): Sales as share of all Czech food retailers’ sales, 2006-10
- Figure 91: SPAR (Denmark): Sales as share of all Danish food retailers’ sales, 2006-10
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- Figure 92: SPAR (France): Sales as share of all French food retailers’ sales, 2006-10
- Figure 93: SPAR (Germany): Sales as share of all German food retailers’ sales, 2006-10
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- Figure 94: SPAR (Greece): Sales as share of all Greek food retailers’ sales, 2006-10
- Figure 95: SPAR (Hungary): Sales as share of all Hungarian food retailers’ sales, 2006-10
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- Figure 96: SPAR (Ireland): Sales as share of all Irish food retailers’ sales, 2006-10
- Figure 97: SPAR (Italy): Sales as share of all Italian food retailers’ sales, 2006-10
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- Figure 98: SPAR (Netherlands): Sales as share of all Dutch food retailers’ sales, 2006-10
- Figure 99: SPAR (Norway): Sales as share of all Norwegian food retailers’ sales, 2006-10
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- Figure 100: SPAR (Poland): Sales as share of all Polish food retailers’ sales, 2006-10
- Figure 101: SPAR (Romania): Sales as share of all Romanian food retailers’ sales, 2006-10
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- Figure 102: SPAR (Russia): Sales as share of all Russian food retailers’ sales, 2006-10
- Figure 103: SPAR (Slovenia): Sales as share of all Slovenian food retailers’ sales, 2006-10
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- Figure 104: SPAR (Spain): Sales as share of all Spanish food retailers’ sales, 2006-10
- Figure 105: SPAR (Switzerland): Sales as share of all Swiss food retailers’ sales, 2006-10
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- Figure 106: SPAR (UK): Sales as share of all UK food retailers’ sales, 2006-10
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- Figure 107: SPAR International: Sales and outlets, by country outside Europe, 2007-10
- Store formats
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- Figure 108: SPAR International: Store formats, 2010
- Retail offering
- e-commerce and home shopping
Appendix – Broader Market Environment
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- Population
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- Figure 109: Europe: Population, by age group, 2005
- Figure 110: Europe: Population, by age group, 2010
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- Figure 111: Europe: Population, by age group, 2015
- Figure 112: Europe: Population, by age group, 2020
- GDP
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- Figure 113: Europe: GDP (current prices), 2010
- Figure 114: Europe: GDP growth rates (current prices), 2001-Q3 2011
- Figure 115: Europe: GDP growth rates (constant prices), 2001 – Q3 2011
- Consumer spending
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- Figure 116: Europe: Households’ consumer spending (current prices), 2010
- Figure 117: Europe: Households’ consumer spending growth rates (current prices), 2001- Q3 2011
- Figure 118: Europe: Households’ consumer spending growth rates (constant prices), 2001-Q3 2011
- Consumer prices
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- Figure 119: Europe: Harmonised index of consumer prices, 2001-10
- Unemployment
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- Figure 120: Europe: Average rate of unemployment, 2001-10
- Interest rates
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- Figure 121: Europe: Interest rates, 2005 -Q3 2011
- Consumer confidence
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- Figure 122: Europe: Consumer confidence, Sep 2010 -Aug 2011
Appendix – TGI Europe
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- Figure 123: Deciding factors in shopping for food, drink and household products, Spain, 2009-10
- Figure 124: Shops used regularly/occasionally, Spain, 2010
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