Table of Contents
Analyst Comment
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- Rewards schemes can drive retail app uptake
- What we’ve seen
- Starbucks leads in app uptake
- How has it done this?
- Boots places loyalty at the heart of its app
- Shoppers need reasons to download retail apps
- What it means
European Retail Sales
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- Key points
- Retail sales
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- Figure 1: Major European economies: Year on year retail sales value growth, 2013-14
- Figure 2: Major European economies: Year on year retail sales volume growth, 2013-14
- Inflation
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- Figure 3: Major European economies: All items CPI, 2013-14
- Figure 4: Major European economies: Food price inflation, 2013-14
Headlines for the Month
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- Grocers
- Clothing
- Footwear
- Department stores
- DIY
- Electrical retailing
- Home shopping
News Analysis – Food and Drink
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- Co-ops
- UK: Co-op
- …announces governance reform proposals
- …sells its farms
- …sells its pharmacy chain
- …to open pop-up kiosks
- …trials tablet trolleys
- Convenience stores
- UK: Booker to open new Family Shopper stores
- UK: McColl’s
- …launches loyalty scheme
- …sales grow 3.6%
- Grocers
- Belgium: Delhaize
- …sales grow 3.7% in Q2
- …to launch Shop & Go in stations
- Czech Republic: Ahold confirms Spar Czech Republic acquisition
- France: Carrefour
- …EBITDA grows 1.8%
- …sales grow 5.2% in Q2
- …to scrap Carrefour Discount brand logo
- France: Groupe Casino sales rise 6.3% in Q2
- Germany: Aldi founder Karl Albrecht dies aged 94
- Portugal: Auchan to stock Waitrose products
- Spain: Dia sales rise 8% in Q2
- Spain: Eroski announces agreement to restructure debt
- Russian Federation: Lenta posts like-for-like sales growth
- UK: Aldi
- …launches first smartphone
- …Aldi to launch equestrian clothing
- UK: Lidl to offer premium French wine selection
- UK: Morrisons
- …partners with Quidco
- …Q1 like-for-likes
- …sells Kiddicare to Endless
- UK: Ocado to open new warehouse
- UK: Sainsbury's
- …now sole owner of Anobii
- …names first two Netto sites
- …to close non-food website
- …to power store on food waste
- UK: Tesco
- …hire Marks & Spencer finance head
- …Phillip Clarke to stand down
- …to build 4,000 homes
- Off-licences
- UK: Conviviality full-year pre-tax profits up
- Market share UK
- UK: Tesco and Morrisons sales down 3.8%
News Analysis – Non-food
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- Clothing retailing
- Europe: Gap to open in Austria and Slovenia
- Europe: Primark sales soar 22% in Q3
- Germany: Hugo Boss sales rise 4% in first half
- Spain: French investor increases its stake in Desigual
- Spain: Mango four-year turnover forecast adjusted down
- UK: Bonmarché like-for-like sales up
- UK: Boux Avenue to open first airport store
- UK: Champion to return to the UK
- UK: East sales dip 2%
- UK: Internacionale brand name for sale
- UK: La Senza
- …administrator closes six outlets
- …more store closures
- UK: Matalan to launch Oxford Street Flagship
- UK: Next sales grow 10.7% in first half
- UK: Oliver Bonas launches click-and-collect
- UK: Pepe Jeans considers sale
- UK: Select buys 18 Internaçionale stores
- UK: SuperGroup sales grow 19.6%
- UK: White Stuff sales jump 16.2%
- Footwear retailing
- Netherlands: Macintosh sales rise 6.8%
- UK: Office considering £300 million stock market flotation
- Luxury retailers
- France: Hermès sales grow 8% in first half
- UK: Jimmy Choo opens doors of virtual showroom
- Multi-sector retailing
- Netherlands: Hema posts Q1 loss
- UK: Argos
- …expands use of augmented reality in catalogues
- …to cut or freeze 10,000 prices
- UK: B&M sales grow 31.9% in Q1
- UK: Hema to launch UK website in September
- UK: Marks & Spencer recruit Tesco internet chief
- UK: Poundstretcher cuts prices across the board
- Department stores
- Germany: Karstadt
- …owner looks to sell
- …announces restructuring process
- UK: Debenhams poaches Mothercare Chief Financial Officer
- UK: Fortnum & Mason standalone airport store
- UK: Harrods to redevelop menswear department
- UK: John Lewis
- …to launch ‘Tea on The Green’ in Glasgow city centre
- …partnership sales rises 6.3% in first half
- UK: Selfridges
- …launches Cartier online
- …opens Christmas shop
- DIY retailing
- Europe: Kingfisher like-for-like sales fall 1.8% in Q2
- Germany: Hornbach founder dies
- Ireland: Woodie’s like-for-like revenue growth up
- Russian Federation: Tengelmann to expand Russian operations
- UK: Homebase attracts takeover bids
- UK: Home Retail Group considering selling Homebase
- UK: Travis Perkins sales rise 11.5% in first half
- Electrical retailing
- Europe: Apple granted landmark store trademark
- France: Darty directorate change
- Germany: Metro Group
- …sales fall 2.7% in Q3
- …takes advice on Saturn
- Netherlands: The Phone House to close 50 stores
- UK: Comet administrators facing probe
- UK: Dixons Carphone
- … announce shareholders support for merger
- …opens first store
- Music and video goods retailing
- UK: HMV like-for-like sales grow 9.2%
- Carpet retailing
- UK: Carpetright sales grow 5.2% in Q1
- UK: Floors-2-Go collapses into administration again
- Furniture retailing
- France: Vente-Unique.com to launch IPO
- Homewares retailing
- UK: Cath Kidston attracts Chinese investor
- Home shopping
- France: Amazon responds to ‘anti-Amazon’ law
- France: Chronodrive trials Hiku
- Germany: Zalando
- …adds clothing recognition to app
- …first-half revenues break €1bn barrier
- …strikes deal with Topshop
- Germany: Zooplus sales jump 28.2% in Q2
- UK: Amazon
- …launches two-day European delivery
- …launches wearable technology store
- UK: Ao.com like-for-like sales jump 30% in Q1
- UK: eBay
- …partners with Sotheby’s
- …The British Fashion Council to launch eBay shop
- UK: Findel sales down
- UK: N Brown
- …hires CIO
- …Simply Be announces Kelly Brook collection
- UK: Net-a-Porter Chief Executive steps down
- Health and beauty retailing
- UK: Walgreens expected to take full control of Alliance Boots
- Book and stationery retailing
- UK: Smiggle to double UK store portfolio
- Sports and leisure goods retailing
- Europe: Direct Golf eyes UK and European expansion
- UK: Alan Fort to take control of American Golf on an interim basis
- UK: Sports Direct
- …profits grow 19.8%
- …to open stores in Australasia
- Garden centres
- UK: The Garden Centre Group to return to Wyevale
- Opticians
- UK: Lenstore posts record billing in May
- Miscellaneous specialist retailing
- UK: Brighthouse revenue grows by 12.2%
- UK: Card Factory sales rise 8.9% in first half of the year
- UK: Halfords sales accelerate 7.9% in Q1
- UK: Kiddicare stores to close
- UK: Mothercare
- …appoints new chief executive
- …Destination Maternity withdraws bid
- UK: Pets at Home sales jump 10.4%
- UK: The Fragrance Shop sales jump 11.2%
- UK: Thorntons' sales grow 0.6% Q4
- Miscellaneous
- Europe: The EC announces support for FoodLoop
- Netherlands: PostNL partners with Coolblue to offer Sunday deliveries
- UK: Royal Mail expands its click & collect service
- Economy
- UK: Retail sales growth lowest in three years
- UK: Retail sales rise 4.2% in June
- UK: Shop prices fall in July
- UK: Tesco and Morrisons sales down 3.8%
Luxury Goods Retailing – Prada Group Profile
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- What we think
- Concerns over faltering brand appeal are premature
- Building on menswear sales momentum
- Developing Miu Miu into a luxury lifestyle brand
- Investing in stores and craftsmanship
- Company background
- Company performance
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- Figure 5: Prada: Group financial performance, 2009/10-2013/14
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- Figure 6: Prada: Group net revenue breakdown, by channel, 2010/11-2013/14
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- Figure 7: Prada: Group net revenue breakdown, by region, 2010/11-2013/14
- Figure 8: Prada: Group net revenue breakdown, by product line
- E-commerce
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