Table of Contents
Analyst Comment
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- Will Amazon take over the world (or at least the European home shopping retail sector)?
- Amazon soaring
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- Figure 1: Estimated Amazon revenues, major European markets, 2010-11
- Figure 2: Annual revenue/gross merchandise volume growth, Amazon Inc and eBay Inc., 2007-11
- Shop Direct and Otto: a tale of contrasts
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- Figure 3: Otto Group Germany and Shop Direct Group: Annual percentage change in revenues, 2009-10
- Mobile a further opportunity
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- Figure 4: Percentage of internet users shopping via smartphones and tablets in the three months to January 2012
- What this means
Headlines for the Month
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- Grocers
- Clothing retailing
- Mixed goods retailing
- Miscellaneous specialists
- Department stores
- DIY retailing
- Music and Video Goods retailing
- Home Shopping
- Sports and Leisure Goods retailing
- Jewellers
- Economy
Retail Sales Review
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- Key points
- France
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- Figure 5: France: Retail sales, 2011-12
- Inflation
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- Figure 6: France: Inflation, 2011-12
- Germany
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- Figure 7: Germany: Retail sales trends, 2011-12
- Inflation
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- Figure 8: Germany: Inflation, 2011-12
- Italy
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- Figure 9: Italy: Retail sales trends, 2011-12
- Inflation
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- Figure 10: Italy: Inflation, 2011-12
- Netherlands
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- Figure 11: The Netherlands: Retail sales trends, 2011-12
- Inflation
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- Figure 12: The Netherlands: Inflation, 2011-12
- Spain
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- Figure 13: Spain: Retail sales trends, 2011-12
- Inflation
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- Figure 14: Spain: Inflation 2011-12
- UK
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- Figure 15: UK: Retail sales trends, 2011-12
- Inflation
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- Figure 16: UK: Inflation, 2011-12
News Analysis
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- Grocers
- Belgium: Colruyt reports strong Q1
- Belgium: Colruyt sales rise
- France: Carrefour reports poor sales in Q2 and H1
- France: Casino continues strong results and confirms Monoprix deal
- Germany: Metro
- …reports unexpected strong Q2, with growth in Europe
- …wins ruling over Media-Saturn voting decisions
- Russian Federation: Magnit and O'Key report rising sales
- Russian Federation: X5 Retail chief executive leaves after weak Q2
- Spain: Dia reports turnover up 6.9% in H1
- UK: Aldi to create 3,000 new jobs
- UK: Asda
- …and Lidl increase pay to farmers after milk price protests
- …George opens first Guernsey store
- …Income Tracker: Disposable income stabilises in June
- …to launch financial services
- UK: Iceland
- …and Farmfoods face milk price protests
- …plans to launch online grocery site
- …to roll-out Bonus Card and coupon initiative
- UK: Morrisons
- …and Asda in milk price war
- …launches pop-up play parks
- UK: Nisa sees record sales growth
- UK: Sainsbury’s to introduce renewable energy solution to 100 stores
- UK: Tesco
- …Bank adds mortgages to its offering
- …invests in premium coffee shop
- …launched virtual shopping wall at Gatwick Airport
- …opens Olympic pop-up shop
- …superstore managing director to head Extra division
- UK: The Co-operative
- …Group’s CEO to step down
- …looks set for further acquisitions
- …secures £950m refinancing deal
- Other Food Specialists
- UK: Greggs' like-for-likes drop due to wet weather and store growth
- UK: Thorntons reports like-for-like rise in Q4
- Off-licences
- UK: Bargain Booze to appoint new chief executive
- UK: Oddbins launches campaign to oppose 'perverse' Olympic rules
- Clothing retailing
- Europe: Benetton to launch EU e-commerce site
- France: LVMH reports revenues up 26%
- Germany: Primark sees most successful store opening yet in Germany
- Latvia: H&M opens in Riga
- Sweden: H&M reports 3% increase in like-for-like sales in June
- UK: All Saints returns to profit and considers expansion trail
- UK: Ann Summers sales up 78%
- UK: Burberry
- …reports 11% revenue boost
- …to end fragrance licence agreement with InterParfums
- UK: Ethel Austin
- …bought out of administration by Liric
- …falls into administration
- UK: Evans to open new store on Oxford Street
- UK: French Connection
- …kidswear set for international expansion
- …reports falling revenues and issues profit warning
- UK: Hugo Boss reports 23% growth in Q2
- UK: Jigsaw parent reports £10m loss
- UK: Next reports strong online growth and ups profit target
- UK: Prada’s first-half sales driven by Asia Pacific and Europe
- UK: Primark
- …plans Milton Keynes flagship
- …sales rise despite bad weather
- UK: Rag & Bone opens first London store
- UK: Republic
- …attracts premium menswear brands in upmarket repositioning move
- …launches three new womenswear brands amid major growth strategy
- UK: Stella McCartney to launch new childrenswear range
- UK: SuperGroup
- …reports falling underlying profits
- …to expand categories
- UK: Tom Ford to open first UK standalone store
- UK: Urban Outfitters to open in Trinity Leeds
- UK: Victoria's Secret delays UK launch
- UK: Vivienne Westwood
- …returns to profit
- …to open store in Wales
- Mixed goods retailing
- UK: 99p Stores
- …reports profit surge, but slowing growth
- …to extend food offering
- UK: Wilkinson reveals new store format
- UK: Poundland appoints Tesco director as chairman
- Multi-sector retailing
- UK: Argos launches Habitat range
- UK: Marks & Spencer
- …announces new Per Una head
- …confirms Bostock's departure and reports sales down in Q1
- …first bank to offer fee-only service
- …introduces contactless payment in London stores
- …shares rise amid speculation of a takeover bid
- UK: The Original Factory Shop reports rising EBITDA
- UK: Wellchester to close down
- Miscellaneous Specialists
- UK: Halfords
- …chief executive resigns
- …to offer practical driving tests in Government tie up
- UK: Hobbycraft looks to improve multichannel offer
- UK: Mothercare UK like-for-like sales fall 6.7% in Q1
- Department Stores
- Germany: Karstadt
- …lures UK retailer to Germany
- …to cut 2,000 jobs
- UK: Allders purchase considered by former owner
- UK: Debenhams expands footwear range
- UK: Harrods
- …opens revamped toy department
- …reports profits up 15%
- UK: John Lewis
- …director departs
- …launches its biggest own brand yet
- …to open first ever pop-up shop
- …reports strong first half revenues
- DIY retailing
- UK: Kingfisher reports flat like-for-like sales
- UK: Robert Dyas
- …back to growth
- …sold to Paphitis
- UK: Travis Perkins’ retail division reports 8.8% fall in like-for-like sales
- Electrical retailing
- France: Darty chairman to leave earlier than expected
- UK: Carphone Warehouse
- …may takeover European venture after Best Buy bid
- …reports 2% decline in like-for-likes
- UK: Comet on track to return to black with new owners
- UK: Dixons increases Pixmania stake
- UK: Maplin managing director exits
- Music and Video Goods Retailing
- France: HMV’s finance director set to depart
- Ireland: Xtra-vision looks to digital as pre-tax losses narrow
- UK: Games Workshop reports rise in profits
- UK: HMV
- …boss Simon Fox departs and Jessops' boss takes over
- …Hammersmith Apollo deal complete
- …reports full-year loss
- …sales rise on back of Olympic ceremony
- UK: Musicroom reports 2.3% growth
- Carpet and Furniture retailing
- UK: BrightHouse looks to boost online offer
- UK: Carpetright receives boost from wet weather
- UK: Dreams' owner plans restructuring
- Home Shopping
- Europe: PPR and Yoox in joint ecommerce venture
- Germany: Neckermann dispute continues
- UK: Achica to launch own brands
- UK: Amazon
- …retains top market share spot
- …to open new digital media development centre in London
- UK: Asos
- …denies director to exit
- …sales up 31% in Q1
- UK: Brand Alley reports sales up 20% in H1
- UK: eBay partners with the British Fashion Council
- UK: Farepak customers to receive half their money back
- UK: Findel reports 8% increase in sales
- UK: Ocado launches pop up virtual wall
- UK: Shop Direct reports 36% boost in EBITDA
- UK: The Hut considers Sir Terry Leahy as new chairman
- Health & Beauty retailing
- UK: Chanel to open pop-up fragrance and beauty store
- UK: Lloydspharmacy set to make redundancies
- UK: The Perfume Shop to launch private-label collection
- Book and stationery retailing
- UK: American Greetings' Clinton Cards acquisition to be investigated by OFT
- UK: Clintons unveils its rebrand
- Sports and Leisure Goods Retailing
- Ireland: JD Sports opens first Bank store in Ireland
- UK: JJB Sports
- …appoints La Senza director as new CEO
- …chief executive to step down
- …investors consider turnaround strategy
- …looks for further funding after sales fall
- UK: Sports Direct
- …acquires stake in Flannels
- …reports rising profits in "record" year
- Jewellers
- France: LV opens first watch and jewellery store
- Switzerland: Richemont's solid quarter looks good for half-year
- UK: Boodles reports profit boost
- UK: Pandora profits fall due to stock swap plan
- UK: Signet Jewellers to cut 99 jobs
- Economy
- Europe: Boxpark to open in Amsterdam
- Europe: Euro retail sales fall
- UK: Bluewater to become UK's largest shopping centre
- UK: BRC
- …July retail sales up 0.1%
- …June retail sales boosted by Jubilee
- …reports 0.5% fall in number of retail outlets
- UK: Capital Shopping Centres shows resilience
- UK: Consumer confidence still low
- UK: Food inflation for July reaches two-year low
- UK: Food is fastest growing sector for mobile searches
- UK: Kantar: Discount grocers report strong growth in market share
- UK: London sees increase in footfall despite concerns
- UK: London Waterloo station opens new balcony
- UK: ONS
- …Inflation falls to 2.4% in June
- …Retail sales volumes and values up in June
- UK: Portas pilots round two revealed
- UK: Sales soar at convenience stores
- UK: Scottish retail sales poor in June
- UK: Shop vacancy levels rise to record
- UK: West End suffers during Olympics, but etail grows
Home Shopping – Europe: Amazon Europe
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- Figure 17: Amazon.co.uk: Sales as share of All non-store retailers sales in UK, 2007-2011
- Figure 18: Amazon.Europe: Sales as share of All non-store retailers sales in Europe, 2007-2011
- Strategic evaluation
- Background
- Company performance
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- Figure 19: Amazon Europe: Estimated financial performance, 2007-11
- Retail offering
- Consumer profile
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- Figure 20: Amazon: Socio demographic customer profile, May 2012
- Figure 21: Amazon: Regional profile, May 2012
- Figure 22: Amazon: Customers’ financial situation, May 2012
- Product mix
- Social networks, m-commerce and apps
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