Beauty Retailing - Germany - January 2015

EXECUTIVE SUMMARY
Spending and inflation
Figure 1: Germany: Consumer spending on all personal care as % all consumer spending, 2010-14
Figure 2: Germany: Consumer price inflation on personal care products, Jan 2013-Nov 2014
Channels of distribution
Sector size and forecast
The retailers
Figure 3: Germany: Leading health and beauty retailers’ share of all drugstore sales, 2014(e)
Online
The consumer – Where people shop
Figure 4: Germany: Male and female buyers of beauty products, November 2014
Figure 5: Germany: Retailers used to purchase beauty products, November 2014
Figure 6: Germany: Customer base, by type of retailer, November 2014
The consumer – Attitudes to mobile shopping and social media
Figure 7: Germany Attitudes of beauty buyers to mobile shopping and social media, November 2014
Figure 8: Profile of holders of particular attitudes, November 2014
What we think
ISSUES AND INSIGHTS
Does the demise of Schlecker mark the beginning of the end of the drugstores?
The facts
The implications
How will the downturn in the German economy affect personal care sales?
The facts
The implications
SPENDING AND INFLATION
Key points
Figure 9: Germany: Consumer spending on personal care products (incl VAT), 2009-13
Product market breakdown
Figure 10: Germany: Main beauty markets, sales inc VAT 2009-14 (e)
Figure 11: Germany: Main beauty markets, sales inc VAT 2014-18
Inflation
Figure 12: Germany: Consumer price inflation on personal care products, 2010-Nov 2014
CHANNELS OF DISTRIBUTION
Key points
Figure 13: Germany: Channels of distribution for personal care products, 2012-14
SECTOR SIZE AND FORECAST
Key points
Figure 14: Germany: Health and beauty retailers sales, excl VAT, 2009-14
Prospects
Figure 15: Germany: Health and beauty retailers sales, excl VAT, 2014-19
THE RETAILERS – FINANCIALS AND OUTLETS
Key points
Figure 16: Germany: Leading beauty specialists’ sales, 2011-14
Figure 17: Germany: Leading beauty specialists’ outlet numbers, 2011-14
Figure 18: Germany: Leading beauty specialists’ sales per outlet, 2011-14
THE RETAILERS – MARKET SHARES
Figure 19: Germany: Leading beauty specialists’ share of drugstores retailers sales, 2011-14
ONLINE
Key points
Figure 20: Germany: Online buyers in last 3 months in key sectors, 2005-14
Figure 21: Germany: Beauty retailers: Transactional websites, December 2014
THE CONSUMER – WHERE PEOPLE SHOP
Key points
Figure 22: Germany: Male and female buyers of beauty products, November 2014
Online and in-store – Where people shop
Figure 23: Germany: Main types of stores used to purchase beauty products, November 2014
Figure 24: Germany: Retailers used to purchase beauty products, November 2014
Customer profiles
Figure 25: Germany: Beauty customers, by broad type of outlet, November 2014
Figure 26: Germany: Customer base, by type of retailer, November 2014
THE CONSUMER – ATTITUDES TO MOBILE SHOPPING AND SOCIAL MEDIA
Key points
Figure 27: Germany Attitudes of beauty buyers to mobile shopping and social media, November 2014
Figure 28: Germany: Profile of holders of particular attitudes, November 2014
DM-DROGERIE MARKT
What we think
Learning from Schlecker’s under-investment mistakes
Award-winning own-label cosmetic range
E-commerce on hold
Company background
Company performance
Figure 29: dm-Drogerie Markt: Group sales performance, excl. sales tax, 2009/10-2013/14
Figure 30: dm-Drogerie Markt: Outlet data, 2009/10-2013/14
Figure 31: dm-Drogerie Markt: Outlet numbers, 2009/10-2013/14
Retail offering
DOUGLAS GROUP
What we think
A year of change
Hello…
…and goodbye
Young and beautiful
Company background: Douglas
Company background: Nocibé
Company performance
Figure 32: Douglas Group: Group financial performance, 2010-14
Figure 33: Douglas Group: Outlet data, 2010-14
Figure 34: Douglas: European outlet data, 2014
Figure 35: Nocibé: Group financial performance and outlet data, 2010-14
Retail offering: Douglas
Retail offering: Nocibé
MüLLER
What we think
Product diversity USP
Affordable beauty retail destination
Raising the stakes in the battle for beauty shoppers
E-commerce
Company background
Company performance
Figure 36: Müller: Group financial performance, 2010-14
Figure 37: Müller: Outlet data, 2010-14
Retail offering
ROSSMANN
What we think
Price war in Germany
Continued expansion driving growth
Re-thinking online
Company background
Company performance
Figure 38: Rossmann: Group financial performance, 2010-14
Figure 39: Rossmann International operations outlet numbers, 2010-14
Retail offering