Table of Contents
Analyst Comment
-
- Different year, same old problems at Carrefour
- What we’ve seen
- Brief turnaround
-
- Figure 1: Year on year quarterly growth at Carrefour vs wider grocery sector in France, 2008-Q3 2011
- The Olofsson impact
- An impressive but costly legacy
-
- Figure 2: Carrefour Planet stores
- Price competitiveness still undermines performance
- What it means
Retail Sales Review
-
- Key points
- France
-
- Figure 3: France: Retail sales trends, 2010-11
- Inflation
-
- Figure 4: France: Inflation, 2010-11
- Germany
-
- Figure 5: Germany: Retail sales trends, 2010-11
- Inflation
-
- Figure 6: Germany: Inflation, 2010-11
- Italy
-
- Figure 7: Italy: Retail sales trends, 2010-11
- Inflation
-
- Figure 8: Italy: Inflation, 2010-11
- Netherlands
-
- Figure 9: The Netherlands: Retail sales trends, 2010-11
- Inflation
-
- Figure 10: The Netherlands: Inflation, 2010-11
- Spain
-
- Figure 11: Spain: Retail sales trends, 2010-11
- Inflation
-
- Figure 12: Spain: Inflation, 2010-11
- UK
-
- Figure 13: UK: Retail sales trends, 2010-11
- Inflation
-
- Figure 14: UK: Annual percentage change in Consumer Price Index for selected product groups, 2010-11
Headlines for the Month
-
- Grocers
- Clothing retailers
- Footwear retailing
- Mixed goods retailing
- Miscellaneous specialist retailing
- Multi-sector retailing
- Department stores
- DIY retailing
- Electricals retailing
- Music and video goods retailing
- Furniture retailing
- Homewares retailing
- Home shopping
- Health and beauty retailing
- Books and stationery retailing
- Sports and leisure goods retailing
- Jewellers
News Analysis
-
- Grocers
- Austria: Rewe tests new format in Vienna
- Belgium: Delhaize
- …plans major expansion
- …reports weak Q3
- …to speed up expansion
- Europe: Carrefour expands into Albanian market
- France: Carrefour possibly looking to buy out Guyenne et Gascogne
- Germany: Edeka among bidders for C1000
- Germany: Globus launches click-and-collect
- Germany: Metro shares fall due to profit warning
- Germany: Rewe continues with convenience format expansion
- Netherlands: Ahold
- ...aims to triple online grocery revenue
- …beats forecasts
- …to open ten stores in Germany
- Netherlands: Jumbo to buy C1000 from CVC
- Norway: Orkla sells bakery unit to NorgesGruppen
- Russian Federation: Auchan to open six new hypermarkets
- Slovenia: Mercator drops support for Agrokor bid
- Spain: DIA cuts FY forecast
- Switzerland: Coop to trial new drive-in concept
- UK: Asda
- …directors exit
- …launches mobile app
- …like-for-likes rise 1.3%
- UK: Co-op
- …continues expansion but closes more Somerfield stores
- …revamps electrical offering
- …re-vamps its electricals site
- UK: Costcutter
- …bought by Bibby Line Group
- …seeks acquisitions
- UK: East of England Co-operative Society's profits suffer
- UK: Iceland
- …founder lines up Blackstone for bid
- …to potentially expand into non-food
- UK: Morrison's
- …£100m Christmas campaign
- …like-for-likes rise 2.4%
- UK: Musgrave to launch SuperValu own brand products in UK
- UK: Sainsbury's
- …‘Christmas will come late… but shoppers will still be keen to buy’
- …plans first standalone pharmacy
- …targets local communities with bespoke air and online panto campaign
- …to create 800 jobs in Scotland
- …to launch Million Meal appeal
- UK: Kantar reports Tesco loses market share
- UK: Tesco
- …announces new chairman
- …Big Price Drop drives volume growth
- …House of Fraser deal
- …offering shoppers free online movie service
- …shareholder to increase his stake
- …to launch Big Christmas Price Drop
- …trials web and store augmented technology
- UK: Waitrose
- …and Travelodge in hotel-and-retail co-development programme
- …sales rise in Q3
- Off-licences
- UK: Majestic Wine
- …launches first TV ad
- …reports increased profits
- Food specialists
- UK: Hotel Chocolat reports rising pre-tax profits
- Clothing retailing
- Germany: Abercrombie & Fitch opens first store in Germany
- Germany: Kik launches in Poland
- Italy: Calzedonia to open in London
- Italy: Gruppo Coin back in children's clothes market with Iana acquisition
- UK: Aquascutum targets overseas expansion via licensing deal
- UK: Arcadia profits fall and mass store closures confirmed
- UK: Blue Inc gets backing from Sir Stuart Rose
- UK: Bonmarché
- …launches TV and iPad initiatives
- UK: Burberry half year profits up 26%
- UK: French Connection like-for-like fall
- UK: H&M announces March 2012 launch of Marni collection
- UK: Irisa to close nearly a third of standalone stores
- UK: Jack & Jones and Swarovski open first UK out-of-town stores
- UK: Jaeger launches transactional mobile site
- UK: Mulberry reports soaring profits
- UK: Peacocks
- …'considering 200 store closures'
- …sees interest from Goldman Sachs
- UK: Primark to increase menswear after early Selfridges success
- UK: Pringle owners inject £10.9m
- UK: Reiss posts 44% rise in EBITDA
- UK: River Island launches accessories shop
- UK: SockShop launches mobile site
- UK: Superdry to open new flagship
- UK: Ted Baker
- …opens 'Tedbury Village' in Bluewater
- …sales up
- UK: TM Lewin posts rising profits
- UK: Versace launches H&M collection
- Footwear retailing
- UK: Barratts 'near administration for second time'
- UK: Boxpark plans a second site
- UK: Dr Martens to open Scottish store
- UK: Dune Group posts fall in profits
- UK: Foot Locker to launch new fascia
- UK: Jones plans click and collect service
- UK: Kurt Geiger reports rising EBITDA
- Miscellaneous specialists
- UK: Halford
- …targets Scotland for £1m autocentre investment
- …profits fall 20%
- Mixed goods retailing
- UK: Mothercare sees poor first half and begins review
- UK: National Geographic to relocate flagship
- UK: Poundland to open first Dealz store in UK
- UK: Poundworld to launch wholesale site
- UK: QD plans pop-up stores
- Multi-sector retailing
- France: M&S Paris flagship opens
- UK: M&S
- …fashion boss considers rivals
- …Plan A is on course
- Department stores
- Germany: Kaufhof acquires interest
- UK: Debenhams
- …to launch 'Christmas Spectacular' Sale
- …trials mobile payments
- UK: John Lewis
- …and Waitrose to pilot virtual window
- …four-day sales up 10.5% year-on-year
- …reports mid-week sales up 3.7%
- …sales flat this week
- …sees 'Christmas momentum building'
- …to give customers energy-saving advice
- …weekly sales exceed £113m
- UK: Liberty sees pay off from revamped beauty department
- DIY retailing
- UK: B&Q profits rise in third quarter
- UK: Topps Tiles posts 36% fall in FY pre-tax profits
- UK: Wickes
- …appoints former Asda COO to position of MD
- …to open smaller store formats
- Electrical retailing
- Europe: Metro Group to expand Media-Saturn fascia in Turkey
- UK: Comet and Amazon launch 'mega sales'
- UK: Comet
- …launches £17m advertising pitch
- …to expand into eBay
- UK: Dixons group losses widen
- UK: Everything Everywhere to launch transactional site
- UK: Kesa reports like-for-likes in its half year down 7.9%
- UK: Phones 4U
- …introduces wi-fi to all stores
- …suffers from insurance payouts
- Music and video goods retailing
- UK: Game downgrades sales forecast
- UK: HMV
- …launches film on-demand service
- …opens new standalone techshop
- UK: Twentieth Century Fox Home Entertainment launches Blu-ray/DVD virtual store
- Furniture retailing
- Russian Federation: IKEA to expand in Russia
- UK: BrightHouse refinances
- UK: Dwell reports EBITDA profit
- UK: IKEA price cuts boost market share
- UK: MFI to relaunch online
- Homewares retailing
- Germany: Butlers set to launch UK e-commerce site in 2012
- UK: Cath Kidston sales helped by overseas expansion
- Home shopping
- Germany: Tengelmann launches into online game market
- UK: Abel & Cole reports rise in profits
- UK: Amazon set to launch smartphone
- UK: Chain Reaction seeks out-of-town locations in UK
- UK: eBay
- …acquires data firm
- …launches first pop-up store today
- UK: Findel’s losses widen in six months to end of September 2011
- UK: M and M Direct posts 2% FY growth
- UK: Ocado
- …launches Blackberry app
- …struggles with late deliveries
- UK: Park Group sees loss but remains optimistic
- UK: The Hut to retain Channel Islands base
- UK: Very.com launches in 48 countries
- UK: Wiggle bought by Bridgepoint in £180m deal
- Health and beauty retailing
- Germany: Celesio reports dramatic fall in profit
- UK: Boots
- …introduces personalised messages at the till
- …to roll out in-store spas
- UK: Lloyds Pharmacy to open second Health Village
- Book and stationery retailing
- UK: Clintons
- …launches first TV ad in seven years
- …posts 2.4% drop in like-for-likes
- UK: WH Smith
- …like-for-like fall
- …expands Irish offering with Arnotts opening
- …launches social networking e-reader
- Sports and leisure goods retailing
- UK: Blacks
- …considers sale
- …warns on profit
- UK: JD Sports prepares for "tough" Christmas
- Jewellers
- Switzerland: Richemont positive on sales despite wary outlook
- UK: HPJ Jewellers files to appoint administrators
- UK: Signet UK reports weak like-for-likes
- Economy
- UK: Westfield Group plans third London shopping centre
- UK: Lakeside proposes £180m extension
- Ireland: Aldi and M&S first to vow to absorb Irish VAT rise
- Ireland: VAT to rise in Ireland to 23%
- UK: 10% online sales through click and collect
- UK: BRC and OE: British retail prices better than in Eurozone
- UK: CBI: High street retailers shed staff in light of steeply falling sales
- UK: Chancellor: Retailers will be able to defer 60% of business rate increase in 2012-13
- UK: Footfall this year experiences sharpest decline
- UK: Government implements Competition Commission’s call to strengthen controls over store cards
- UK: Inflation at 5% in October
- UK: Mega Monday starts competition for festive spend
- UK: November retail like-for-like sales down
- UK: Retail sales rise in October
- UK: Scottish retail sales weak in October
- UK: Shop chiefs disagree with VAT cuts
- UK: Shop price inflation in November falls to 2%
Food Retailing in Europe
-
- Summary and Outlook
- Spending on food
-
- Figure 15: Europe: Spending on food, drink and tobacco by country, 2009-10
- Figure 16: Europe: Spending on food per capita, 2010
- Food retailers’ sales
-
- Figure 17: Europe: Sales by food retailers, 2009-10
- Consumer research
- Where do consumers shop?
-
- Figure 18: Shops used regularly/occasionally by country, GB, France, Germany, Spain, 2010
- What makes consumers choose a particular supermarket?
-
- Figure 19: Deciding factors in shopping for food, drink and household products by country, 2010
- Leading players
-
- Figure 20: Europe: Leading food retailers, 2010
- Market shares
-
- Figure 21: Leading retailers market shares, 2010
- Concentration
-
- Figure 22: Europe: Share of top five food retailers, by country, 2010
- Where next?
- Back into recession?
- Consumer confidence
- Germany
- France
- Italy
- Spain
- UK
- Online
Back to top