Table of Contents
Analyst Comment
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- Steinhoff – a progress report
- Interim results
- Synergies
- Discounting
- Progress
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, 2016-17
- Figure 2: Major European economies: year-on-year retail sales volume growth, 2016-17
- Inflation
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- Figure 3: Major European economies: all items CPI, 2016-17
- Figure 4: Major European economies: food price inflation, 2016-17
Headlines for the Month
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- Grocers
- Clothing retailing
- Footwear retailing
- Multi-sector retailing
- Department stores
- DIY retailing
- Furniture retailing
- Home shopping
- Health & beauty retailing
News Analysis – Food and Drink
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- Convenience stores
- UK – McColls eyes up One Stop
- UK – Spar sales rise 8.5%
- UK – Tesco's One Stop achieves 7% like-for-like growth
- Grocers
- France – Casino trials ‘no cash’ Monoprix store
- Ireland – Musgrave reveals new branding
- Italy – CIA-Conad sales rise 3.5%
- Italy – Conad Adriatico sales rise 4.8%
- Netherlands – Ahold Delhaize net sales rise 65.1%
- Slovenia – Mercator Group sales fall 6.7% in Q1
- Spain – Carrefour Bio opens first Spanish store
- Spain – Coviran expands international store footprint
- Spain – Dia sales rise 6.8%
- Spain – Eroski
- …lowers prices as it looks to pass savings on
- …pre-tax profits surge 97% to €40m
- Switzerland – Coop opens store dedicated to vegetarian and vegan products
- UK – Aldi envisages ambitious UK growth
- UK – Asda shortens payment terms for suppliers
- UK – Booths chief executive departs
- UK – Iceland reports rise in full-year sales and profits
- UK – Lidl to launch fashion range with Heidi Klum
- UK – Sainsbury's
- …hires new trend team to bolster clothing ranges
- …introduces Asian buns and gluten-free options in food-to-go
- UK – Tesco
- …celebrating links with British farmers at agricultural shows
- …CEO under pressure over relocation deal
- …introduces dietary food search tool
- …introduces monthly Delivery Saver plan
- …investors oppose Booker takeover
- …to trial Currys PC World concessions in-store
- …Tesco-Booker merger faces competition inquiry
- Other food and drink specialists
- UK – Costco sales rise 8%
- UK – Conviviality retail sales increase 6.1%
- UK – Greggs makes a 'good start' to the year
News Analysis – Non-food
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- Clothing retailing
- France – C&A chief executive departs
- France – Scotch and Soda continues French expansion
- Germany – Jack Wills expands into Germany
- Germany – Takko net revenues reach €1.1bn
- Switzerland – Migros to close down two of its clothing subsidiaries
- UK – Arcadia
- …appoints management firm to turn around online business
- …sales fall 17%
- UK – Burberry underlying profits fall due to strategic investments
- UK – Canada Goose to open first European store in London
- UK – Edinburgh Woollen Mill opens first department store
- UK – H&M launches new loyalty scheme
- UK – Jacques Vert close to administration
- UK – Joules anticipates strengthened profit margins ahead of full results
- UK – Joy bought out of administration
- UK – Matalan’s focus on full-price sales boosts profits
- UK – Missguided opens first store outside London
- UK – New Look revenues fall 2.4%
- UK – Next secures new flagship store
- UK – Style Group Brands set to be rescued by investor group
- UK – SuperGroup global revenues boosted weak sterling
- UK – The Idle Man starts crowdfunding campaign
- Footwear retailing
- Germany: Görtz makes it out of the red
- UK – Clarks
- …hires new CFO
- …profits down
- UK – Schuh sales increase 5.3%
- UK: Shoe Zone sales fall 2%
- Multi-sector retailing
- Netherlands: Blokker Holding to sell off all chains apart from Blokker
- Portugal: Sonae acquires Brio as part of wellness push
- UK – B&M
- …revenues rise 19.4%
- …shareholders to sell significant stake in business
- UK: Halfords retail sales rise 8%
- UK – M&S
- …announces community transformation programme
- …sales rise 0.6%
- UK – Mothercare derives 41% of turnover online
- UK – Store Twenty One granted time to raise funds
- Department stores
- France: Galeries Lafayette secures later Sunday opening
- Germany: Retailers seek more flexible Sunday opening hours
- Netherlands: Hudson's Bay adds Middle Eastern restaurant to new store
- DIY retailing
- Europe: Kingfisher revenue held back by France
- Germany: Hornbach Group reports growth in full-year sales and profits
- UK: Topps Tiles revenue down 1.3%
- Electrical retailing
- UK: Dixons Carphone full-year sales up 9%
- Furniture retailing
- France: Conforama buys stake in online- Showroomprivé
- UK – Dreams eyed by international mattress makers
- UK – Hillarys sold to Hunter Douglas
- UK – IKEA launches range with fashion stylist Bea Åkerlund
- UK – ScS MD to step down
- UK – Steinhoff UK revenues fall on sterling weakness
- Home shopping
- France: Brand Alley launches own-label collection
- France – LVMH multi-brand site to go live in June
- Germany – ASOS recovers from Berlin warehouse fire
- UK – Amara narrows losses following sales surge
- UK – Amazon
- …expands Amazon Fresh delivery to new postcodes
- …lures subscribers with exclusive live music events
- …trademarks checkout-free supermarket slogan in the UK
- UK – AO sales surpass £700m mark
- UK – ASOS unveils ambitions to bolster beauty offer
- UK – Boohoo group revenues double in Q1
- UK – Eve Sleep raises €35m through IPO
- UK – Gear4Music delivers profitable growth
- UK – MyOptique losses double
- UK – Ocado signs new European deal
- UK – Shop Direct bidders put-off by credit business
- UK – Yoox Net-a-Porter Group reveals fur-free policy
- Health and beauty retailing
- France – Sephora rolls out connected store concept
- Germany – Douglas sales up 2.4%
- Germany – Edeka and Budnikowsky cooperation given the green light
- UK – Body Shop price tag hurt by decline in profits
- Book and stationery retailing
- UK – Card Factory reports strong start to the year
- UK – iCandy falls into administration
- UK – The Works set to be sold
- Sports and leisure goods retailing
- Germany – SportScheck offers customers fitness training and wellness courses
- UK – JD Sports Go Outdoors acquisition approved
- UK – Mountain Warehouse eyes expansion as profits and sales rise
- Garden centres
- UK – Blue Diamond like-for-likes up 8%
- Pet specialists
- UK – Pets at Home LFL sales rise 1.5%
- Shopping locations
- UK – Westfield partnering with Uber
- Economy
- UK – BRC
- …April footfall grows by 1.6%
- …decline in like-for-like retail sales
- UK – Barclaycard trials for checkout free payment app
- UK – Retail sales surge 8.1% in April
- UK – Retailers sign up to part-time worker scheme
- UK – Vacancy rate for retail warehousing units falls to new low
ADEO
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- What we think
- A portfolio of brands expanding internationally
- Vision 2025
- Smaller city centre stores
- Attracting younger and less confident DIYers
- Digital and online
- Company background
- Company performance
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- Figure 5: ADEO: group sales performance, 2012-16
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- Figure 6: ADEO: retail formats, 2017
- Figure 7: ADEO: outlet data (main European countries), 2012-16
- Retail offering
- Leroy Merlin
- Other fascia
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