Table of Contents
Analyst Comment
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- A lean European Christmas
- Retail sales at Christmas 2012
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- Figure 1: Europe: Year-on-year, real-terms change in all retail sales, November and December 2012
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- Figure 2: Greece: Index of retail sales, real terms, Jan 2007-Nov 2012
- Consumer confidence improves a little
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- Figure 3: Europe: Consumer confidence levels, November and December 2012
- Confidence versus retail sales
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- Figure 4: Europe: Real-terms, year-on-year retail sales growth versus consumer confidence levels, three-months averages*, Oct-Dec 2012
- Major retailers
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- Figure 5: Europe: Major retailers’ year-on-year sales growth, Christmas 2012
Retail Sales Review
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- Key points
- France
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- Figure 6: France: Retail sales, 2011-12
- Inflation
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- Figure 7: France: Inflation, 2012-13
- Germany
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- Figure 8: Germany: Retail Sales trends, 2011-12
- Inflation
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- Figure 9: Germany: Inflation, 2012-13
- Italy
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- Figure 10: Italy: Retail sales trends, 2011-12
- Inflation
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- Figure 11: Italy: Inflation, 2012-13
- Netherlands
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- Figure 12: The Netherlands: Retail sales trends, 2012
- Inflation
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- Figure 13: The Netherlands: Inflation, 2012-13
- Spain
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- Figure 14: Spain: Retail sales trends, 2012
- Inflation
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- Figure 15: Spain: Inflation 2012-13
- UK
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- Figure 16: UK: Retail sales trends, 2012-13
- Inflation
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- Figure 17: UK: Inflation, 2012-13
Headlines for the Month
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- Grocers
- Clothing retailing
- DIY retailing
- Electrical retailing
- Music and video goods retailing
- Furniture retailing
- Home shopping
- Economy
News Analysis
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- Co-ops
- UK: Co-operative Group
- …launches new charity fundraising initiative
- …reports strong Christmas trading performance
- UK: Midlands Co-op
- …to shut Fashion and Home stores
- …posts positive Christmas trading results
- Convenience stores
- UK: Nisa Retail appoints new chairman and board members
- UK: Waitrose appoints new convenience director
- Grocers
- Austria: Lidl revamps Austrian distribution centre
- Belgium: Colruyt reports strong results for first nine months
- Belgium: Delhaize posts revenue growth in fourth quarter
- France: Auchan launches new fascia
- France: Carrefour reports improved sales in France
- France: Monoprix to increase store count
- France: Norma plans disposal of 38 of its stores in France
- Germany: Edeka to open €130m distribution depot
- Germany: Metro
- …expected to withdraw Media Markt from China
- …reports marginal growth
- …to raise stake in Media-Saturn
- Netherlands: SPAR to expand into Middle East
- Russian Federation: Magnit reports strong full-year performance
- Slovenia: Mercator sees full-year profits slide
- UK: Asda
- …relaunches dedicated flower website
- …McKenna handed international role
- UK: Booths revamps its wine offer
- UK: Fortnum & Mason posts profit decline
- UK: Lidl announces UK expansion plans
- UK: Morrisons
- …acquires formers Jessops stores
- …begins another round of price negotiations
- …boss vows to get back on track
- …creates in-house digital agency, M Digital
- …partners with Lakeland to launch kitchenware website
- UK: Sainsbury’s partners with Channel 4 for daily cooking show
- UK: Spar introduces in-store Amazon collection lockers
- UK: Tesco
- …hires managing director for London stores
- …increases its 'dark store' portfolio
- …launches baby brand
- …to create 700 new jobs at dotcom store
- …reports like-for-likes up 1.8%
- …to open first in-store Harris + Hoole coffee shop
- UK: Waitrose to restructure head office retail services division
- Other food specialists
- UK: Thorntons rise in Christmas sales
- UK: Hotel Chocolat
- …appoints its first international director
- …reports boost in sales and profit
- Clothing retailing
- Europe: Burberry like-for-likes up 6% in third quarter
- France: LVMH delivers “remarkable” year
- Germany: Hugo Boss reports results at top end of expectations
- Sweden: H&M
- …reports decline in December like-for-likes
- …posts fourth-quarter results
- UK: All Saints loses four members of executive team
- UK: American Apparel achieves 38% rise in online sales with new web platform
- UK: Aquascutum ex-chief executive to launch new label
- UK: Asda relaunches dedicated flower website
- UK: Burberry appoints news chief operating officer
- UK: Evans launches sub-brand for younger consumers
- UK: Fat Face appoints new chairman
- UK: French Connection records 2.9% drop in like-for-likes
- UK: Hobbs posts 16.4% increase in sales
- UK: Hoi Polloi collapses into administration
- UK: Matalan
- …loses two senior directors
- …sees Christmas sales fall
- UK: Moss Bros to exceed profit expectations
- UK: New Look
- …looks to appoint refinancers
- …restructures its online buying team
- UK: Peacocks appoints new managing director
- UK: Primark records 25% sales surge in Q1
- UK: Radley
- …appoints new chief executive
- …earnings drop by £5 million in 2011/12
- UK: Republic
- …chairman departs as restructurer is appointed
- …considers store closures
- UK: Store Twenty One asks for rent relief
- UK: SuperGroup
- …posts 10.6% rise in Christmas like-for-likes
- …to update online offering with click-and-collect service
- UK: TK Maxx to open new Surrey store
- UK: Uniqlo halves UK losses
- UK: Urban Outfitters to open new Oxford Street store
- UK: Victoria’s Secret opens stand-alone store at Stansted Airport
- UK: Whistles enjoys strong Christmas trading
- UK: White Stuff sees sales soar over Christmas
- Footwear retailing
- UK: LK Bennett sees sales rise
- Multi-sector retailing
- UK: Home Retail Group raises profit forecast after strong performance from Argos
- UK: Laura Ashley to launch menswear
- UK: Marks & Spencer
- …loses market share
- …makes £8.5m loss in Paris
- …launches digital lab
- …releases trading statement early
- Department stores
- UK: Allders faces probe into money owed to outlets
- UK: Beales
- …in debt negotiations
- …posts dismal year end trading figures
- UK: Debenhams to revamp Oxford Street flagship
- UK: John Lewis
- …appoints new online director
- …sees sales soar 20.6%
- …sees strong conclusion to Christmas Sales
- UK: The Original Factory Shop in potential sale
- DIY retailing
- Ireland: B&Q Ireland calls in examiner
- UK: Kingfisher reshuffles management team
- UK: Theo Paphitis retail group enjoys strong Christmas trading
- Electrical retailing
- Europe: Bang and Olufsen to close 125 stores
- UK: Carphone Warehouse reports 16% boost in Q3 like-for-likes
- UK: Dixons
- …appoints new non-executive director
- …posts strong third quarter results
- UK: Jessops
- …cut 77 more jobs
- …falls into administration
- …to be run as online-only retailer
- Music and video goods retailing
- UK: Blockbuster
- …enters administration
- …receives attention from restructuring firm
- …to close 129 stores
- UK: HMV
- …administrator Deloitte sets a deadline for prospective buyers
- …calls in administrators
- …could potentially be saved by Hilco
- …cuts 190 jobs at head office and distribution network
- …has debt acquired by restructuring firm
- …sees rise in footfall
- …stores eyed by Game group
- …to accept gift vouchers again
- …to axe 66 stores
- …to close up to 100 stores
- Carpet retailing
- UK: Carpetright sees increase in UK like-for-likes
- Furniture retailing
- Sweden: Ikea posts record profit for 2011/12 financial year
- UK: CSL reports record pre-tax profits
- UK: Conran Shop enjoys strong Christmas trading
- UK: Dreams posts 7.2% rise in like-for-likes
- UK: Ikea posts post-Christmas Sales results
- UK: Made.com launches in France
- UK: Oak Furniture Land reports record sales
- Homewares retailing
- UK: Cath Kidston records 24% rise in total sales
- UK: Lakeland continues UK expansion
- Home shopping
- UK: Amazon
- …expected to reveal extensive cash reserves
- …posts record sales
- UK: Asos reports 41% increase in December sales
- UK: Findel Group post 10.2% increase in Q3 sales
- UK: N Brown
- …poaches Original Factory Shop boss
- …reports 7.9% rise in like-for-like sales
- UK: Ocado
- …names former M&S executive as its new chairman
- …narrows losses
- UK: Play.com closes direct retail business
- UK: Shop Direct reports 5% growth in Christmas sales
- UK: The Hut Group
- …acquires Probikekit.com
- …in talks to acquire Cloggs
- UK: Very partners with Glamour for new collections
- UK: Worldstores partners with Wonga
- Health and beauty retailing
- UK: The Fragrance Shop records 4% jump in Christmas like-for-likes
- UK: The Perfume Shop
- …appoints new brand and marketing manager
- …reports 2.4% rise in like-for-like sales
- Book and stationery retailing
- UK: Waterstones
- …creates new retail director role
- …sees pre-tax losses widen
- UK: WHSmith
- …opens first Zoodle store in the UK
- …records 5% drop in like-for-likes
- Sports and leisure goods retailing
- UK: JD Sports
- …acquires Gio Goi brand
- …loses head of JD Pro
- …reports rise in sales
- UK: Mountain Warehouse benefits from bad weather
- UK: Sports Direct consider acquisition of Gio Goi
- Jewellers
- Switzerland: Swatch targets 10% growth with improved US and China markets
- UK: Theo Fennell issues profit warning
- Miscellaneous specialist retailing
- UK: Halfords reports flat like-for-likes over Christmas
- UK: Mamas & Papas cuts pre-tax losses to £1.2 million
- UK: Mothercare
- …posts decline in group sales
- …UK managing director steps down
- Shopping centres and property
- UK: McArthurGlen reports strong Christmas trading period
- Economy
- UK: BRC:
- …footfall down 1.2% in December
- …increase in business rates could prevent new jobs
- …like-for-like retail sales up 1.9% in January
- …retail searches on tablets up 238%
- …retailers to axe jobs ahead of retail rates hit
- …shop price inflation falls to lowest level since November 2009
- UK: ONS: UK retail sales disappoint in December
Beauty Retailing in Europe
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- A. S. Watson (Europe)
- What we think
- Health & beauty
- Luxury
- Company background
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- Figure 18: A. S. Watson: European health and beauty operations, 2011
- Company performance
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- Figure 19: A. S. Watson (Europe): Group financial performance, 2009-12
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- Figure 20: A. S. Watson (Europe): Sales by division, 2011
- Figure 21: A. S. Watson (Europe): Turnover by chain (part estimated), 2009-11
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- Figure 22: A. S. Watson (Europe): Sales breakdown by chain, 2011 (part estimated)
- Figure 23: A. S. Watson (Europe): Outlet data, 2009-12
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- Figure 24: A. S. Watson (Europe): Stores by division, 2011
- Figure 25: A. S. Watson (Europe): Outlet data by country (part estimated), 2009-11
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- Figure 26: A. S. Watson (Europe): Store numbers by chain, 2011
- Retail offering – main businesses
- Superdrug
- The Perfume Shop
- Savers
- Kruidvat
- Trekpleister
- Prijsmepper
- Marionnaud
- ICI Paris XL
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