Table of Contents
Analyst Comment
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- The trouble with Italian retailing
- Monti to go…
- International retailers have gone
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- Figure 1: Europe: Top 300 European retailers by domicile, selected countries, 2011
- Retail sector remains fragmented
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- Figure 2: Europe: Top ten national retailers’ revenues as % of all retail sales, selected countries, 2011
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- Figure 3: Europe: Percentage of all individuals having purchased goods or services online, selected countries, 2011
Retail Sales Review
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- Key points
- France
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- Figure 4: France: Retail Sales, 2011-12
- Inflation
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- Figure 5: France: Inflation, 2011-12
- Germany
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- Figure 6: Germany: Retail Sales trends, 2011-12
- Inflation
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- Figure 7: Germany: Inflation, 2011-12
- Italy
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- Figure 8: Italy: Retail sales trends, 2011-12
- Inflation
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- Figure 9: Italy: Inflation, 2011-12
- Netherlands
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- Figure 10: The Netherlands: Retail sales trends, 2011-12
- Inflation
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- Figure 11: The Netherlands: Inflation, 2011-12
- Spain
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- Figure 12: Spain: Retail sales trends, 2011-12
- Inflation
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- Figure 13: Spain: Inflation 2011-12
- UK
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- Figure 14: UK: Retail sales trends, 2011-12
- Inflation
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- Figure 15: UK: Inflation, 2011-12
News Headlines
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- Grocers
- Clothing retailing
- Footwear retailing
- Multi-sector retailers
- Department stores
- DIY retailing
- Electrical retailing
- Home shopping
- Music and video goods retailing
- Sports and leisure goods retailing
News Analysis
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- Convenience stores
- UK: Asda to enter convenience market with forecourt stores
- UK: Waitrose under pressure over Shell deal
- Co-ops
- UK: Co-op
- …sparks concern
- …to acquire 10 Costcutter stores
- …opens new distribution centre
- Grocers
- Belgium: Louis Delhaize exits Hungary
- Europe: Metro to sell hypermarkets in Eastern Europe
- France: Carrefour to sell 60% stake in Indonesian unit
- France: Lidl moving French operational facility to Paris
- Germany: Profits decline at Aldi Nord
- Russian Federation: Kesko opens first food store in St. Petersburg
- UK: Aldi
- …records 27.3% sales growth, as Morrisons continues to struggle
- …to open new format stores in London
- UK: Asda
- …mulls launch of digital entertainment service
- …posts financial results
- UK: Lidl
- …doubles size of premium range
- …to invest in Greece
- UK: Morrisons
- …and Asda call for extended Christmas opening hours
- …introduces new discount card
- UK: OFT - Supermarket loyalty cards under scrutiny
- UK: Sainsbury’s
- …and Asda expected to report sales growth
- …appoints new group HR director
- …opens energy efficient store
- …to create 10,000 new local jobs
- …posts profit rise
- UK: Supermarkets sign up to offer and price promotion code
- UK: Tesco
- …launches online party food service
- …launches online veg box offer
- …Tesco Phone Shop launch pilot scheme to assist over-50 shoppers
- …trials interactive touchscreens
- …group strategy director departs
- UK: Waitrose
- …extends store opening hours for Christmas
- …launches iPad version of weekly newspaper
- …continues expansion programme
- Off-licences
- UK: Bargain Booze appoints new CEO
- UK: Majestic Wine reports 3.9% rise in pre-tax profits
- Other food specialists
- UK: Holland & Barrett trials fitness drills
- UK: Thorntons plans multichannel investment
- Clothing retailing
- Europe: Prada group posts 50% rise in EBITDA
- Italy: Dolce & Gabbana’s revenues remain stable
- UK: Arcadia
- …confirms sale of 25% stake in Topshop and Topman
- …posts financial results
- UK: Asos invests in second hand designer clothing website
- UK: Aurora reports 15.3% drop in EBITDA
- UK: Edinburgh Woollen Mill reports record profits
- UK: Fast Retailing to purchase majority stake in J brand
- UK: French Connection reports flat like-for-likes
- UK: Gant appoints head of UK and Ireland brand operations
- UK: H&M
- …reports like-for-like sales decline
- …to launch green initiative
- …to open new store in Hammersmith
- UK: Hobbs
- …poaches buying and merchandising director
- …posts rise in sales
- UK: J Crew to open London Store
- UK: Jacques Vert appoints new chief executive
- UK: Jaeger reveals underlying loss of £8m
- UK: Joules
- …considers selling stake
- …to sell Rampant Sporting
- UK: M&Co returns to profitability
- UK: Montique secures 63 doors as it prepares for UK debut
- UK: Mulberry posts like-for-likes up 11%
- UK: New Look
- …appoints new CEO
- …posts first half results
- UK: Phase Eight to open first West End store
- UK: Primark to open Warrington flagship
- UK: SuperGroup
- …appoints new non-exec directors
- …to expand Superdry brand with wholesale accessories
- UK: Ted Baker retail sales soar 24.6%
- UK: TK Maxx potential buyer for Comet stores
- UK: Topshop
- …in talks to sell 25% stake
- …to open Marble Arch store
- UK: Zara
- …opens new flagship store
- …bans hazardous chemicals in supply chain and products
- Footwear retailing
- UK: Aldo to double number of Call It Spring concessions
- UK: Clarks launches Click and Collect service
- UK: Dr Martens opens two new stores
- UK: Dune looks to expand overseas wholesale
- UK: Jones Bootmaker collaborates with House of Fraser
- UK: Kurt Geiger focuses on international expansion
- UK: Schuh
- …reports 12% rise in like-for-likes in first three quarters
- …reports pre-tax loss
- UK: Stead & Simpson to close 90 stores
- Mixed goods retailing
- UK: B&M Bargains
- …moves to second round of bidding
- …sold to US private equity firm
- …brings American interest to UK value sector
- UK: Poundland
- …expands food offer
- …partners with Mecca Bingo for promotional activity
- …reports profit fall
- Multi-sector retailers
- Switzerland: Swiss Coop-owned Prodega in merger
- UK: M&S
- …appoints supply chain director
- …to open at midnight on Christmas Eve
- UK: Home Retail Group appoints new board member
- Department stores
- Bulgaria: Debenhams opens its first store in Bulgaria
- Ireland: Dunnes Stores Faces Winding Up Petition
- UK: Debenhams boss to receive extra £300,000
- UK: Harrods appoints Sarah Brown as non-executive director
- UK: House of Fraser reports rise in like-for-likes
- UK: John Lewis
- …clothes sales boosted by cold weather
- …appoints customer insight director
- …aims to open 60 stores by 2018
- …partners with Red Letter Days
- …reports 11.4% rise in sales
- …reports record November sales
- DIY retailing
- Germany: Hornbach issues profit warning
- UK: Homebase to launch store refit programme
- UK: Kingfisher
- …B&Q trials banking scheme
- …reports decline in Q3 profit
- …to ramp up eco agenda
- UK: Robert Dyas' chief executive steps down
- UK: Topps Tiles posts profit rise
- Electrical retailing
- Europe: Carphone Warehouse reports 5% rise in UK like-for-likes
- UK: Comet
- …axes home delivery service
- …makes 330 staff redundant
- …staff to lose jobs before Christmas
- …stores potentially saved
- …to close 41 stores
- …website potentially saved
- …future hangs in the balance
- UK: Dixons
- …rolls out Google Zones across Currys and PC World stores
- …returns to black
- UK: Game’s chief executive defends owner, OpCapita
- UK: Maplin to open travel stores in 2013
- Furniture retailing
- UK: Bathstore hires non-executive chairman
- UK: BrightHouse reports strong growth in H1
- UK: Dwell managing director steps down
- Homewares retailing
- UK: Cath Kidston reports profit rise
- Home shopping
- Germany: Otto Group acquires Neckermann brand
- UK: Amazon
- …looks to steal high street sales with grocery offer
- …reveals UK sales and profit figures
- UK: Asos
- …invests in second hand designer clothing website
- …head of buying departs
- UK: EBay to open social media pop-up shop
- UK: Findel reports rise in H1 profits and sales
- UK: Moonpig forces owner into the red
- UK: My-Wardrobe appoints fashion director
- UK: Net-A-Porter announces new print magazine
- UK: Ocado
- …sees shares soar
- …introduces new service using Facebook
- Health and beauty retailing
- UK: Alliance Boots
- …to extend maturity dates on loan facilities
- …reveals plans for Nottingham site
- UK: Feelunique.com acquired in £26 million private equity deal
- Music and video goods retailing
- Europe: PPR’s Fnac to exit Italy
- UK: HMV sells Mama Group
- Book and stationery retailing
- UK: Clintons opens first distribution centre
- UK: Waterstones seeks overseas expansion
- UK: WH Smith posts interim results
- Sports and leisure goods retailing
- Europe: Le Coq Sportif to open European flagship in London
- Switzerland: INTERSPORT continues expansion
- UK: JD Sports
- …launches JD Pro sports fascia
- …reports like-for-likes rise 1.5%
- UK: Rampant Sporting bought by Indian investor
- UK: Reebok to open standalone stores
- UK: Sports Direct owner eyes stake in House of Fraser
- Jewellers
- UK: Claire's Accessories to debut ecommerce site in 2013
- Newsagents
- UK: Martin McColl to expand convenience store portfolio
- Toys and games retailing
- UK: Hamleys sees pre-tax profits soar
- Miscellaneous specialists
- UK: Countrywide secures extra funds
- UK: Halfords
- …reports 23.4% drop in profits
- …to expand accessories range
- UK: Hobbycraft appoints customer development director
- UK: Mothercare cuts losses and improves sales trend
- UK: Pets at Home to launch loyalty card
- Shopping centres
- UK: Lend Lease submits application for Bluewater expansion
- Economy
- UK: BRC
- …food price inflation reaches nine month high
- …like-for-likes edge up just 0.4% in November
- …town centre vacancy rate reaches 11.3%
- UK: ONS: UK retail sales fell 0.8% in October
- UK: Visa predicts busiest shopping day of the year
Supermarkets: More than Just Food
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- Lidl/Kaufland (Schwarz Group)
- What we think
- Can Lidl’s online non-foods offer be exported?
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- Figure 16: Schwarz Group: Lidl stores per million capita, 2011
- Prospects in Germany: Lidl
- Prospects for Kaufland
- Scaling back hard-discount in France
- Outpaced by Aldi in the UK
- Background
- Company performance
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- Figure 17: Schwarz Group: Group financial performance, 2007/8-2011/12
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- Figure 18: Schwarz Group: Outlet data, 2007/8-2011/12
- Retail offering
- Schwarz Group
- Lidl
- Kaufland
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