Beauty Retailing - France - January 2013

EXECUTIVE SUMMARY
REPORT SCOPE AND TECHNICAL NOTES
Coverage
New report format
Definitions
Defining ‘beauty’
Beauty specialists
Consumer spending
Abbreviations
VAT
Figure 1: Europe: Standard VAT rates, 2010-13
SPENDING AND INFLATION
Key points
Figure 2: France: Consumer spending on beauty and selected other goods (incl vat), 2007-12
Relative performance of personal care goods
Figure 3: France: Spending on personal care as % of all household consumption spending, 2007-12
Figure 4: France: Spending on personal care relative to all retail sales, 2007-12
Product market breakdown
Figure 5: France: Main beauty and personal care markets (incl vat), 2007-12
Consumer prices inflation
Figure 6: France: Consumer price inflation on health & beauty products, annual % change, 2011-12 (Nov)
CHANNELS OF DISTRIBUTION
Figure 7: France: Personal care goods, spending by channel of distribution, 2011
SECTOR SIZE AND FORECAST
Key points
Sector sales
Figure 8: France: Health and beauty specialists sales, (excl. VAT), 2007-12
Figure 9: France: Health and beauty specialists sales forecasts, excl. VAT, 2013-18
ENTERPRISES AND EMPLOYMENT
Figure 10: France: Health and beauty retailers: Enterprise and employment data, 2008-10
THE RETAILERS – FINANCIALS AND OUTLETS
Figure 11: France: Leading beauty specialists’ sales, 2009-11
Figure 12: France: Leading beauty specialists’ outlet numbers, 2009-11
Figure 13: France: Leading beauty specialists’ sales per outlet, 2009-11
THE RETAILERS – MARKET SHARES
Figure 14: France: Leading drugstores and perfumeries, share of beauty and personal care sales, 2009-11
THE CONSUMER – WHERE THEY SHOP FOR MAKE-UP
Key points
Speciality beauty chains lead the way
Figure 15: France: Where women shop for make-up, September, 2012
Figure 16: France: Profile of shoppers of main formats for makeup, September 2012
THE CONSUMER – WHAT DRIVES THEM TO TRY NEW PRODUCTS
Figure 17: France: Main factors for trying new makeup products, September 2012
ONLINE
Figure 18: France: Proportion of population that has bought products online in last three months, 2007-11
A. S. WATSON (EUROPE)
What we think
Health & beauty
Luxury
Company background
Figure 19: A. S. Watson: European health and beauty operations, 2011
Company performance
Figure 20: A. S. Watson (Europe): Group financial performance, 2009-12
Figure 21: A. S. Watson (Europe): Sales by division, 2011
Figure 22: A. S. Watson (Europe): Turnover by chain (part estimated), 2009-11
Figure 23: A. S. Watson (Europe): Sales breakdown by chain, 2011 (part estimated)
Figure 24: A. S. Watson (Europe): Outlet data, 2009-12
Figure 25: A. S. Watson (Europe): Stores by division, 2011
Figure 26: A. S. Watson (Europe): Outlet data by country (part estimated), 2009-11
Figure 27: A. S. Watson (Europe): Store numbers by chain, 2011
Retail offering – main businesses
Superdrug
The Perfume Shop
Savers
DOUGLAS
What we think
Company background
Company performance
Figure 28: Douglas Holding: Group financial performance, 2007/08-2011/12
Figure 29: Douglas Perfumeries: Financial performance, 2007/08-2011/12
Figure 30: Douglas Perfumeries: Outlet data, 2008-12
Retail offering
NOCIBÉ
What we think
Company background
Company performance
Figure 31: Nocibé: Group sales performance, 2007-12
Figure 32: Nocibé: Outlet data, 2007-12
Retail offering
SCHLECKER
Breaking up of the business
Company performance
Figure 33: Schlecker: Group financial performance, 2007-11
Figure 34: Schlecker: Outlet data, 2007-11
SEPHORA
What we think
Company background
Company performance
Figure 35: LVMH Selective Retail, Financial performance, 2007-11
Figure 36: Sephora, Estimated sales, 2007-12
Figure 37: Sephora, Estimated sales, European markets, 2009-11
Store formats
Figure 38: Sephora: Estimated Outlet data, 2007-11
Retail offering
THE BODY SHOP
What we think
Company background
Company performance
Figure 39: The Body Shop: Group financial performance, 2007-12
Figure 40: The Body Shop: Estimated UK sales performance, 2007-12
Figure 41: The Body Shop: Outlet data, 2007-11
Retail offering
YVES ROCHER GROUP
What we think
Company background
Company performance
Figure 42: Groupe Yves Rocher, Sales performance, 2008-12
Figure 43: Yves Rocher: Estimated number of outlets, 2009-12
Retail offering
APPENDIX – BROADER MARKET ENVIRONMENT
Population
Figure 44: Europe: Population, by age group, 2005
Figure 45: Europe: Population, by age group, 2010
Figure 46: Europe: Population, by age group, 2015
Figure 47: Europe: Population, by age group, 2020
GDP
Figure 48: Europe: GDP (current prices), 2011
Figure 49: Europe: GDP growth rates (current prices), 2001-11
Figure 50: Europe: GDP growth rates (constant prices), 2001-11
Figure 51: Europe: Year-on-year GDP growth rates (constant prices), Q1 2012-Q3 2012
Consumer spending
Figure 52: Europe: Households’ consumer spending (current prices), 2011
Figure 53: Europe: Households’ consumer spending growth rates (current prices), 2001-11
Consumer prices
Figure 54: Europe: Harmonised index of consumer prices, 2002-12
Unemployment
Figure 55: Europe: Average rate of unemployment, 2001-11
Figure 56: Europe: Average rate of unemployment, Q1 2012-Q3 2012
Interest rates
Figure 57: Europe: Interest rates, 2005-Q4 2012
Consumer confidence
Figure 58: Europe: Consumer confidence, Jan-Dec 2012