Table of Contents
Analyst Comment – Discounting – Not as easy as it looks
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- The winning UK models
- Hard discounting for non-foods
- So if it works in the UK…
- Next step France
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- Figure 1: Babou: outlet numbers and sales per outlet, 2008/09-2017/18
- Underlying problems
- What it means
European Retail Sales
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- Key points
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- Figure 2: Major European economies: year-on-year retail sales value growth, 2017-18
- Figure 3: Major European economies: year-on-year retail sales volume growth, 2017-18
- Inflation
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- Figure 4: Major European economies: all items CPI, 2017-18
- Figure 5: Major European economies: food price inflation, 2017-18
Launch Activity and Innovations
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- Belgium: Delhaize unveils convenience concept Fresh Atelier
- France: Leclerc opens first organic store
- France: Organic retailer Biocoop invests in a new sector
- Zalando introduces a virtual stylist
Headlines for the Month
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- Grocers
- Clothing retailing
- Mixed goods retailing
- Electrical retailing
- Home shopping
- Sports and leisure goods retailing
- Toys and games retailing
News Analysis – Food and Drink
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- Co-ops
- UK: Co-op
- …acquiring former Waitrose stores
- …new £45 million distribution centre to create 1,200 jobs
- Grocers
- France: Intermarché lowers prices to encourage healthier eating
- Netherlands: Ahold Delhaize
- …expanding into robotics
- …reports strong sales and earnings growth for Q3
- …Albert Heijn and bol.com launching new joint initiatives
- Netherlands: Sligro showing signs of growth
- Spain: DIA Group undergoing organisational changes as part of transformation process
- Spain: Eroski posts profits of €14.8 million in first half
- Sweden: ICA posts 2.8% growth in like-for-like sales
- UK: Asda staff shake-up could lead to 2,500 job cuts
- UK: M&S appoints new leadership team for food business
- UK: Morrisons third quarter sales up but retail growth slows
- UK: Percol unveils UK’s first plastic-free coffee packaging
- UK: Sainsbury’s
- …and Oasis planning concession partnership
- …half year results boosted by Argos takeover
- …CMA investigation into Sainsbury’s-Asda merger to factor in Aldi and Lidl’s impact
- UK: Waitrose & Partners Food & Drink Report reveals latest trends
News Analysis – Clothing and Footwear
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- France: Camaïeu seeks protection from creditors
- Germany: Gerry Weber to discontinue Talkabout brand
- UK: Burberry profits surge 36% despite sales drop
- UK: Coach the latest luxury house to ban the use of real fur
- UK: Coast bought out of administration by Karen Millen
- UK: End opens first London store in Soho
- UK: French Connection begins sale talks
- UK: Jaeger to triple store network by end of 2019
- UK: Karen Millen puts 100 jobs at risk
- UK: Mulberry sales hit by House of Fraser administration
- UK: New Look
- …could lose more UK stores
- …exiting the Chinese market
- …half year results show a return to profitability
- UK: Next sales up 2% in Q3
- UK: Primark achieves strong full year performance in the UK
- UK: Reiss profits drop 26%
- UK: Sandro opening a menswear flagship store on Regent Street
- UK: Seasalt reports 23% increase in full-year sales
- UK: Superdry
- …first half sales affected by summer heatwave
- …issues profit warning
- UK: TK Maxx FY sales increase 11%
- UK: Zara UK reports soaring profits
- UK: Footasylum
- …experiences difficulty in second half trading
- …credit insurance cut by numerous companies
- UK: Schuh profits fall 9.6%
- UK: Shoe Zone reports strong second half performance
News Analysis – Mixed Goods
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- France: B&M has acquired French retail chain Babou
- Netherlands: HEMA to be acquired by Marcel Boekhoorn
- UK: Home Bargains sales surpass £2 billion
- UK: The Range posts falling profits
- UK: Wilko swings to red
News Analysis – Multi-sector
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- UK: Halfords profits drop but sales rise in interim results
- UK: M&S
- …appoints new leadership team for food business
- …expected to report a double digit drop in profits in interim results
- …interim results reveal a sales decline across both divisions
- …launches interactive sea map
- …launches new Social Plastic reusable bag
- UK: Mothercare cuts 200 jobs
- Department stores
- UK: Debenhams
- …to close up to 50 stores over the next three to five years
- …to potentially close one third of its stores
- …retail and digital managing director resigns
- UK: House of Fraser
- …buys Glasgow store to create ‘Harrods of the North’
- …closing iconic Manchester store
- UK: John Lewis
- …JLAB innovation programmes launches retail experience challenge
- …introducing after-hours private shopping service
- …announces ambitious plan for reducing HGV emissions
- …begins search for new Chairman
- …Cheltenham store opens today
- UK: Selfridges unveils new innovative menswear floor
News Analysis – Household Goods
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- DIY retailing
- UK: B&Q pulling out of Black Friday
- UK: Homebase announces further store closures
- UK: Travis Perkins report solid trading for Q3 2018
- Electrical retailing
- Germany: MediaMarkt lowers profit forecast
- Music and video goods retailing
- UK: HMV overtakes Amazon as UK’s biggest seller of physical music
- Carpet retailing
- UK: Carpetright sales dented by CVA store closures
- Furniture retailing
- UK: Bensons for Beds partners with sleep expert
- UK: IKEA
- …launches first inner-city store in London
- …UK sales boosted by store openings and digital growth
- UK: ScS Group to pull out of House of Fraser concessions
- Homewares retailing
- UK: Dunelm posts flat quarterly revenue
New Analysis – Online
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- Germany: Zalando
- …expanding beauty offer to men’s cosmetics
- …third quarter results impacted by summer heatwave
- UK: Amazon
- …launches Prime Wardrobe in the UK
- …to create 1,000 technology jobs in three UK cities
- …to open fashion pop-up on Baker Street
- UK: AO World to acquire Mobile Phones Direct
- UK: Moonpig to open Manchester tech hub
- UK: Musclefood undergoes major rebrand
- UK: N Brown reports first-half losses
- UK: Shop Direct planning to shut outlet arm
- UK: Sosandar expects to report 407% increase in half year revenue
News Analysis – Other Retail
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- Health and beauty retailing
- UK: Boots fourth quarter sales fall
- Book and stationery retailing
- UK: Paperchase reports falling profits
- UK: The Works reports 15% sales rise in first update since IPO
- UK: Waterstones unveils new store concept
- UK: WHSmith
- …acquires InMotion for £155 million
- …announce store closures following detailed review
- Sports and leisure goods retailing
- France: Decathlon launches second hand platform
- UK: Sports Direct acquires Evans Cycles
- Jewellers
- UK: Claire’s stores under threat of closure
- Shopping centres
- UK: Bond Street completes £10 million transformation
- UK: 02 Icon Outlet opens its doors
- Toys and games retailing
- France: Toys ‘R’ Us France taken over by Jellej Jouets
- UK: GAME narrows annual losses
- UK: Hamleys
- …appoint new finance chief
- …profits dive to £12 million loss
News Analysis – Economy
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- UK: October retail sales growth up just 0.1%
- UK: September retail sales up by 4.2%
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