Table of Contents
Analyst Comment
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- Germany and France: a weak 2013, a better 2014
- 2013 disappointed
- Consumer sentiment remains weak in France
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- Figure 1: France and Germany: The consumer: Financial situation compared to one year ago, July 2013
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- Figure 2: France and Germany: Consumer confidence, December 2012-November 2013
- Spending power holding up
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- Figure 3: France: Earnings versus inflation, Q1 2012-Q2 2013
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- Figure 4: Germany: Earnings versus inflation, Q1 2012-Q2 2013
- Forecasts: 2014 will be better
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- Figure 5: Year-on-year growth in all retail sales (excluding automotive fuel), 2013 (est) and 2014 (fore)
European Retail Sales
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- Key points
- Retail sales
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- Figure 6: Major European economies: Year on year retail sales value growth, 2012-13
- Figure 7: Major European economies: Year on year retail sales volume growth, 2012-13
- Inflation
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- Figure 8: Major European economies: All items CPI, 2012-13
- Figure 9: Major European economies: Food price inflation, 2012-13
Grocery Retailing – Europe
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- Consumer spending
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- Figure 10: Europe: Year-on-year growth in consumer spending on food, beverages and tobacco (in domestic currencies), by country, 2012
- The grocers sector
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- Figure 11: Europe: Grocers’ sector sales: estimated annual growth (in domestic currencies), 2013
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- Figure 12: Europe: Grocers’ sector sales (excl. VAT), 2013
- The top grocers
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- Figure 13: Europe’s leading grocers: net revenues and year-on-year growth in revenues, 2012
Headlines for the Month
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- Grocers
- Clothing retailing
- Mixed goods retailing
- Multi-sector retailing
- DIY retailing
- Electrical retailing
- Health and beauty retailing
- Home shopping
News Analysis – Food and Drink
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- Co-ops
- UK: Co-operative group fears dividend changes could hit supermarkets
- Grocers
- Belgium: Carrefour opens drive-in supermarket in Belgium
- Finland: Lidl to invest in Finland
- France: E.Leclerc sued over supplier relations
- Germany: Rewe
- …in trouble over loyalty scheme
- …to revamp German operations
- …rolls out electronic shelf labels
- Ireland: Iceland Foods returns to company-owned stores in Ireland
- Ireland: Tesco loses market share in Ireland
- Netherlands: Ahold report fall in income
- Russian Federation: Dixy sees revenue rise
- UK: Aldi releases budget tablet
- UK: Asda
- …pilots new structure
- …releases Q3 update
- …to invest in price cutting measures
- …to offer click-and-collect at tube stations
- UK: Booths sees profits slide
- UK: Grocery share figures divided
- UK: Lidl eyes rapid expansion
- UK: Morrisons opens lab store in Preston
- UK: Sainsbury’s half-year profits up
- UK: Supermarkets expanding ahead of shopping centres
- UK: Tesco
- …trials electronic shelf edge pricing
- …accused of squeezing suppliers
- …acquires Lazada
- …carries rubbish in its food trucks
- …increases number of third-party sellers
- …to suffer continuing losses, according to City analysts
- …witnesses third quarter sales decline
- …won’t squeeze suppliers
- UK: Waitrose sees sales climb
- Off-licences
- UK: Majestic Wine sees profits climb
News Analysis – Non Food
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- Clothing retailing
- Europe: George at Asda opens second Malta store
- Europe: H&M to expand its sports brand
- Europe: OpCapita buys troubled European retailer NKD
- Europe: Bonmarche
- …flotation imminent
- …lists on AIM
- UK: Arcadia
- …considers move into food retailing market
- …sales and profits edge up
- UK: Benetton plans three-year restructuring programme
- UK: Burberry has record £1bn sales
- UK: Edinburgh Woollen Mill to create over 1,100 new jobs
- UK: French Connection posts rise in like-for-likes
- UK: Hackett eyes US expansion
- UK: Hugo Boss lowers 2015 profit target
- UK: Karen Millen profits decline
- UK: Little White Lies opens Topshop concession
- UK: Matalan sees womenswear ‘back on track’
- UK: Mulberry first-half profits fall
- UK: New Look records rising profits
- UK: Peacocks considers RBS complaint
- UK: Primark to increase selling space by 1 million sq. ft
- UK: Ted Baker Sales leap
- UK: Tie Rack to close by the end of 2013
- UK: TK Maxx
- …accused of misleading customers
- …to expand operations following strong performance
- UK: Warehouse to open London flagship
- Footwear retailing
- Europe: Schuh to open European new distribution centre
- UK: Barratts shoes
- …enters administration
- …rescue hopes fade
- UK: Clarks launches modernised store
- Mixed goods retailing
- Europe: Metro considers listing Russian cash & carry unit
- UK: Poundland
- …and Jane Asher in bakeware tie-up
- …seeks float in early 2014
- UK: Poundstretcher to focus on retail parks
- Multi-sector retailing
- France: M&S looks to launch six stores in Casino supermarkets
- Ireland: Marks & Spencer workers in Ireland to strike
- UK: Argos opens first digital concept store
- UK: Marks & Spencer
- …announces charity partnership
- …general merchandise sales reported to fall
- Department stores
- UK: Debenhams restructures ahead of overseas growth
- UK: House of Fraser appoints Rothschild as flotation advisor
- UK: John Lewis
- …launches food outlets
- …records sales boost following Black Friday
- …to open in Westfield London
- …has sales over £100m for the second week running
- DIY retailing
- Germany: Max Bahr to enter liquidation
- UK: Kingfisher reports rise in Q3 profits
- UK: Topps Tiles
- …reveal new brand strategy
- …sees increase in market share
- Electrical retailing
- France: Fnac and Apple create new TV ad
- Italy: Dixons completes deal to merge UniEuro with Marco Polo
- UK: Carphone Warehouse
- …plans licencing growth deals
- …sales and profits rise
- UK: Dixons
- …plans global travel store expansion
- …to enter tablet war
- UK: Maplin to launch trade fascia
- Health and beauty retailing
- Germany: Douglas
- …investigating a sale of Hussel
- …sees revenues up
- Music and video goods retailing
- UK: Blockbuster
- …enters administration
- …to shutter stores as no buyer found
- Carpet retailing
- UK: Carpetright profits and sales fall in first-half
- Furniture retailing
- UK: Bathstore returns to profit with new website
- UK: Former Feather & Black boss teams up with ex-Asos director to launch bed linen etailer
- Homewares retailing
- UK: Cath Kidston eyes sale
- UK: West Elm preparing for UK debut
- Home shopping
- Europe: Kering looks to sell La Redoute
- France: L’Oréal to stop mail order activity
- UK: Amazon
- …breaks record on Cyber Monday
- …to open collection lockers in tube stations
- …breaks weekly fashion record
- UK: Asda Direct to offer live availability levels
- UK: Boohoo float likely to be higher than physical rivals
- UK: Cyber Monday to generate £605 million in sales
- UK: Debenhams opens eBay shop
- UK: Morrisons online focuses on fresh food
- UK: MyWardrobe.com
- …sees boss exit
- …to focus on UK business
- UK: Network Rail click-and-collect shops
- Book and stationery retailing
- UK: Clintons
- …reports profits under new ownership
- …turnaround on track
- UK: Golden goodbye for Kate Swann
- UK: WHSmith like-for-likes fall
- Sports and leisure goods retailing
- UK: JD Sports
- …buys controlling interest in Tiso
- …sees like-for-likes rise
- Jewellers
- UK: Signet posts fall in third-quarter UK like-for-likes
- Garden centres
- UK: Notcutts opens pop-up stores
- UK: Tesco’s Dobbies sees profits fall
- Opticians
- Miscellaneous specialist retailing
- UK: Mothercare profits back in black
- Economy
- UK: BRC
- …Autumn footfall worst of 2013
- …November retail sales rise
- …shop price deflation slows
- UK: Business rates rise cap confirmed
- UK: Demand for retail property jumps
- UK: Retail sales figures remain steady
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