Table of Contents
Analyst Comment
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- German shoppers’ enthusiasm for pureplays
- German demand for pureplay shopping
- What’s driving Germans to online-only retailers?
- Amazon popular in Germany
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- Figure 1: Germany: The consumer: Proportion of respondents buying from Amazon in the last 12 months, August 2013 and January 2014
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- Figure 2: UK: The consumer: Proportion of respondents buying from Amazon in the last 12 months, November 2013 and July 2013
- Other online-only retailers fulfil demand
- What it means
European Retail Sales
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- Key points
- Retail sales
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- Figure 3: Major European economies: Year-on-year retail sales value growth, 2012-13
- Figure 4: Major European economies: Year-on-year retail sales volume growth, 2012-13
- Inflation
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- Figure 5: Major European economies: All items CPI, 2013
- Figure 6: Major European economies: Food price inflation, 2013
Headlines for the Month
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- Grocers
- Mixed goods retailing
- Multi-sector retailing
- Department stores
- Electrical retailing
- Home shopping
- Economy
News Analysis – Food and Drink
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- Bakers
- UK: Greggs cuts staff after sales growth
- Co-ops
- UK: Co-op
- …begins flash sale of food essentials
- …launches 2014 saving stamps campaign
- Convenience stores
- UK: McColl’s
- …reports strong Christmas sales
- …flotation confirmed
- UK: One Stop completes refurbishment of Alfred Jones
- Grocers
- Belgium: Delhaize Group posts solid preliminary results
- Belgium: Colruyt share price drops to seven-month low
- Europe: Carrefour posts Q4 and FY results
- Europe: Cora sees sales increase
- Europe: Eroski announces plans for 100 new stores
- France: Auchan’s
- …eastern expansion cleared by authorities
- …to reorganise following poor performance
- Germany: Coca-Cola products removed from German Lidl stores
- Germany: Lidl to re-stock Coca-Cola from March 2014
- Netherlands: Sligro profits fall
- Russian Federation: Lenta planning an IPO on London Stock Exchange
- Russian Federation: Magnit and O’Key report strong results
- UK: Asda
- …accused of raising prices before January rollback
- …believed to be lining up bid for Early Learning Centre
- …to push George brand into homewares
- UK: Fortnum & Mason reports strong festive sales
- UK: Lidl
- …looking for new, larger UK headquarters
- …trialling self-checkouts in the UK
- UK: Morrisons
- …online executive quits after weeks in the role
- …treasurer arrested for insider deal
- UK: Sainsbury’s announces departure of CEO
- UK: Tesco
- …and Waitrose to open tube station collection points
- …reportedly sizes up bid for Mothercare
- Specialist food retailers
- UK: Thorntons posts Q2 sales rise
- UK: Hotel Chocolat revives stake sale process
- Off-licences
- UK: Conviviality Retail first half like-for-likes up
News Analysis – Non-food
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- Clothing retailing
- Europe: French Connection Group releases trading update
- France: Kiabi grows ahead of the market
- UK: Blue Inc
- …Christmas sales rise
- …considering flotation on stock market
- UK: Bonmarche posts positive like-for-likes
- UK: Burberry
- …appoints BSkyB CEO as non-executive director
- …Christmas sales driven by online
- UK: Fat Face
- …positive after Christmas trading
- …preparing for stock market flotation
- UK: H&M produces flat revenues
- UK: Jaeger reports Christmas sales jump
- UK: Karen Millen like-for-likes rise over Christmas
- UK: Laura Ashley pays shareholder dividend
- UK: Matalan sales up as EBITDA falls
- UK: Monsoon Accessorize posts pre-tax profit for 2013
- UK: Moss Bros set to beat profit forecast
- UK: Primark Christmas sales up 12%
- UK: Reiss produces turnaround Christmas figures
- UK: SuperGroup announces sales are on “on track”
- UK: Topshopto launch stores in New York
- UK: White Stuff enjoys successful Christmas
- Footwear retailing
- UK: Shoe Zone claims value retailers can profit online
- UK: Electra to buy shoe chain Hotter
- Mixed goods retailing
- Spain: Poundland set to open 10 stores in Spain
- UK: KPMG resigned as Poundworld auditor due to "misleading" results
- UK: Poundworld to partner etailer Poundshop.com
- Multi-sector retailing
- Germany: Metro Group Q1 sales edge up
- Germany: Metro plans partial IPO of Russian business
- Germany: Real plans to cut store numbers
- UK: Argos
- …to encourage app downloads with in-store NFC
- …and Homebase put pressure on suppliers
- UK: Home Retail Group
- …releases Interim Management Statement
- …reportedly to name Walden as new CEO
- UK: Marks & Spencer
- …hires Inditex employees to boost overseas trade
- …prepares for Australian launch
- Department stores
- Germany: Karstadt expected to make a loss in 2014
- UK: House of Fraser
- …pushing for listing
- …to roll out queue-beating technology
- UK: John Lewis
- …sees strong Christmas and New Year sales growth
- …to sponsor Commonwealth Games
- …bans angora wool
- …reports strong weekly sales
- …sees full year sales rise
- UK: Selfridges Christmas sales soar
- DIY retailing
- UK: B&Q hires former Matalan boss
- UK: Topps Tiles opens boutique store
- Electrical retailing
- Europe: Carphone Warehouse to operate Samsung stores
- Europe: Darty announces improved performance in third quarter
- UK: BC considers potential float of Phones4U
- UK: Carphone Warehouse like-for-likes climb over Christmas
- UK: Dixons reports on “lively” Christmas
- Music and video goods retailing
- UK: Game
- …sees like-for-likes rocket at Christmas
- …enter courtroom battle with UK’s largest landlord consortium
- UK: HMV closes Oxford Street flagship
- Carpet retailing
- UK: Carpetright issues profit warning
- UK: United Carpets and Floors 2 Go change prices after OFT probe
- Furniture retailing
- UK: DFS and B&M advance flotation plans
- UK: Endless plots sale of Bathstore
- UK: IKEA
- …announces sales growth
- …sales surge
- Home shopping
- Germany: eBay Germany sees strong sales growth
- UK: Able & Cole sees sales rise
- UK: Amazon to deliver on Sundays
- UK: Ao.com
- …announces flotation plans
- …seeks £1.2bn IPO valuation
- UK: Asos sees Christmas sales surge
- UK: Findel to deliver “strong profit growth”
- UK: MandM Direct experiences late sales surge
- UK: Mothercare signs up to eBay partnership
- UK: My-Wardrobe hires new recruits as part of turnaround programme.
- UK: N Brown sees revenues rise
- UK: Ocado
- …post pre-tax loss for 2013
- …sales rise over the fourth-quarter
- UK: Sales growth slows for Amazon UK
- UK: Shop Direct posts Christmas sales rise
- Health and beauty retailing
- UK: Superdrug
- …considers UK headquarters to support London IPO
- …sees rise in like-for-likes over Christmas
- UK: The Perfume Shop announces strong Christmas trading
- Book and stationery retailing
- UK: Foyles like-for-likes edge up
- UK: Waterstones reduces full-year losses
- UK: WHSmith
- …extends contract with distribution company
- …like-for-likes down but profit solid
- Sports and leisure goods retailing
- UK: Adidas to open digital store in Bluewater
- UK: JD Sports
- …records improvement in like-for-likes
- …to launch value chain Open
- UK: Sports Direct
- …acquires stake in Debenhams
- …and Debenhams meet to explore option
- …stake in Debenhams
- Garden centres
- UK: L-Gam acquires Jardiland
- Toys and games retailing
- UK: Mothercare in talks to sell Early Learning Centre
- Miscellaneous specialist retailing
- UK: Albemarle & Bond calls off sale
- UK: Alfred Dunhill owner forced to inject cash into business
- UK: Halfords sales up 7%
- Economy
- Germany: German retail sales dip by 2.4%
- UK: BRC
- …sales monitor shows "respectable" Christmas trading
- …key export markets show huge growth in UK retailer searches
- …UK retailers cut prices for ninth consecutive month
- UK: ONS confirms strong retail growth in December
- UK: Shop vacancies at lowest level for four years
- UK: The City gives green light to retailer IPO’s
Electrical Goods Retailing – Europe
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- Amazon Europe
- What we think
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- Figure 7: The consumer: Percentage of respondents having bought electrical goods from Amazon in the past 12 months, November 2013
- Company background
- Company performance
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- Figure 8: Amazon Europe: Group sales performance, excl. sales tax, 2008-13
- Retail offering
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- Figure 9: Number of products listed on Amazon.co.uk, by category, December 2013
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- Figure 10: Amazon.co.uk: Product mix, by number of SKUs, December 2013
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