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European Retail Briefing - December 2015

This review looks at:

  • An analyst comment looking at what it takes to make a good merger.
  • An overview of the the latest European retail sales data across the five major European economies.
  • A profile of French grocer, E. Leclerc. This is taken from our recently published Supermarkets - Europe - November 2015 report.
  • Monthly headlines and retail news analysis across Europe.

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Table of contents

  1. Analyst Comment

    • Benefits of scale
      • Leroy Merlin
        • Selex
          • DIY struggling
            • Size for the sake of it
              • Looking forward, looking back
                • So what?
                • European Retail Sales

                  • Key points
                    • Retail sales
                      • Figure 1: Major European economies: Year-on-year retail sales value growth, 2014-15
                      • Figure 2: Major European economies: Year-on-year retail sales volume growth, 2014-15
                    • Inflation
                      • Figure 3: Major European economies: All items CPI, 2014-15
                      • Figure 4: Major European economies: Food price inflation, 2014-15
                  • Headlines for the Month

                    • Grocers
                      • Clothing retailers
                        • Department stores
                          • Home shopping
                            • DIY retailing
                              • Beauty retailing
                              • News Analysis – Food

                                • Convenience stores
                                  • Italy: Simply Italia opens first convenience format in Milan
                                    • UK: A.F. Blakemore benefits from strong convenience sector
                                      • UK: Booker announces board changes
                                        • UK: McColl’s sales grow 3.1% in 2015
                                          • UK: Nisa
                                            • …chairman fails to push through a governance reform
                                              • …suffers £10.5 million loss
                                                • UK: One Stop's profits tumble £11.1m
                                                  • UK: Roadchef opens second Spar motorway store
                                                    • UK: Simply Fresh targets railways and underground stations
                                                      • Grocers
                                                        • Belgium: Ahold and Delhaize announce future executive team
                                                          • Belgium: Carrefour launches pre-paid debit card with Visa
                                                            • Belgium: Lidl to team up with food banks
                                                              • Croatia: Lidl to invest €40m in Croatia in 2016
                                                                • Czech Republic: Lidl invests in Czech Republic operations
                                                                  • France: Biocoop packaging free pop-up extended
                                                                    • France: Carrefour
                                                                      • …tackles food waste with ‘Tous Anti-Gaspi’ range
                                                                        • …trials another new convenience format
                                                                          • France: Franprix partners with Columbus Café
                                                                            • France: Système U launches new personalised website
                                                                              • Germany: Lidl acquires German food delivery start-up
                                                                                • Germany: Tengelmann sells real estate
                                                                                  • Italy: Carrefour Italy introduced personalised coupons
                                                                                    • Italy: Selex expands within Italy
                                                                                      • Netherlands: Ahold Q3 sales rise 13.0%
                                                                                        • Netherlands: Jumbo allocates €1 billion for store improvements
                                                                                          • Portugal: Minipreço opens a string of new stores
                                                                                            • Russia: X5 Retail Group partners with Euroset
                                                                                              • UK: Aldi and Lidl plan 171 store openings
                                                                                                • UK: Asda
                                                                                                  • …calls time on Black Friday promotions
                                                                                                    • …launches third-party click-and-collect
                                                                                                      • …like-for-like sales fall 4.5%
                                                                                                        • …‘best decision’ was shunning Black Friday
                                                                                                          • UK: Lidl unveils first UK 'store of the future'
                                                                                                            • UK: Ocado reports double-digit Q4 growth
                                                                                                              • UK: Sainsbury’s
                                                                                                                • …like-for-like sales fall 1.6%
                                                                                                                  • …proposes gym within supermarket
                                                                                                                    • UK: Tesco
                                                                                                                      • …Extra stores to open at 5am on Black Friday
                                                                                                                        • …participates in Diwali celebrations
                                                                                                                          • …promotes Christmas ranges with largest in-store tasting campaign
                                                                                                                            • …to pay $12m to US investors
                                                                                                                              • UK: Waitrose appoints head of hospitality
                                                                                                                                • Other food specialists
                                                                                                                                  • UK: Conviviality group revenues climb 38%
                                                                                                                                    • UK: Holland & Barrett hires celebrity brand ambassador
                                                                                                                                      • UK: Majestic Wine profits fall following Naked Wines acquisition
                                                                                                                                        • UK: Whittard of Chelsea seeks to meet demand in China
                                                                                                                                        • News Analysis – Non-food

                                                                                                                                          • Clothing and footwear retailing
                                                                                                                                            • France: Cacharel to re-launch its own boutique network
                                                                                                                                              • Germany: Hugo Boss to focus on driving own-retail sales
                                                                                                                                                • Spain: Zara installs iPads in changing rooms
                                                                                                                                                  • UK: AnnaLena Couture chooses Fulham for first UK store
                                                                                                                                                    • UK: Arcadia like-for-like sales fall 0.9%
                                                                                                                                                      • UK: Asda’s George refocuses on the customer
                                                                                                                                                        • UK: Bonmarché revenues rise 6.5%
                                                                                                                                                          • UK: Burberry
                                                                                                                                                            • …delivers ‘robust’ performance
                                                                                                                                                              • …lets customers star in a personalised Christmas advert
                                                                                                                                                                • UK: Finery London pops up in London
                                                                                                                                                                  • UK: French Connection to close seven stores
                                                                                                                                                                    • UK: Jaeger sales grow 6% in 2014
                                                                                                                                                                      • UK: Jigsaw
                                                                                                                                                                        • …full-price strategy is paying off
                                                                                                                                                                          • …sales rise 18.5% to £104.9m
                                                                                                                                                                            • UK: Karen Millen makes a £9.7m loss
                                                                                                                                                                              • UK: Mothercare halves UK losses
                                                                                                                                                                                • UK: Mulberry grows revenues by 5% in the first half
                                                                                                                                                                                  • UK: New Look revenues rise 5.9%
                                                                                                                                                                                    • UK: Oasis turns a profit for the first time in three years
                                                                                                                                                                                      • UK: Reiss extends personal tailoring service
                                                                                                                                                                                        • UK: River Island
                                                                                                                                                                                          • …founders invest in Mint Velvet
                                                                                                                                                                                            • …introduces click-and-don’t-collect service
                                                                                                                                                                                              • UK: Superdry’s Idris Elba collection to launch this week
                                                                                                                                                                                                • UK: The White Company doubles full-year profits
                                                                                                                                                                                                  • UK: Whistles falls into a £1.1m loss
                                                                                                                                                                                                    • Footwear and accessories retailing
                                                                                                                                                                                                      • UK: Cinven poised to take over Kurt Geiger
                                                                                                                                                                                                        • UK: Dune full-year sales rise 7.2%
                                                                                                                                                                                                          • UK: Office
                                                                                                                                                                                                            • …eyed by South African retailer
                                                                                                                                                                                                              • …sold to Truworths for £256m
                                                                                                                                                                                                                • UK: Radley repositions itself to push British roots
                                                                                                                                                                                                                  • Jewellery retailing
                                                                                                                                                                                                                    • UK: Argento embarks on a major investment programme
                                                                                                                                                                                                                      • UK: Lovisa to open a handful of stores before Easter
                                                                                                                                                                                                                        • UK: Pandora UK revenues surge 50.5%
                                                                                                                                                                                                                          • Multi-sector retailing
                                                                                                                                                                                                                            • France: Monoprix introduces in-store iBeacons
                                                                                                                                                                                                                              • UK: B&M like-for-like revenues rise 1.2%
                                                                                                                                                                                                                                • UK: Cath Kidston’s losses widen to £14.2m
                                                                                                                                                                                                                                  • UK: Poundland
                                                                                                                                                                                                                                    • …like-for-like sales fall 2.8%
                                                                                                                                                                                                                                      • …to trial multi-price format
                                                                                                                                                                                                                                        • UK: Poundworld gains £50m funding for investment
                                                                                                                                                                                                                                          • Department stores
                                                                                                                                                                                                                                            • Netherlands: John Lewis to launch first European venture
                                                                                                                                                                                                                                              • UK: Fortnum & Mason announce record sales and profits
                                                                                                                                                                                                                                                • UK: Harrods gears up for Christmas
                                                                                                                                                                                                                                                  • UK: House of Fraser
                                                                                                                                                                                                                                                    • …creates shoppable windows for Black Friday
                                                                                                                                                                                                                                                      • …reports rising Q3 sales
                                                                                                                                                                                                                                                        • UK: John Lewis
                                                                                                                                                                                                                                                          • …fashion sales rise as cold weather hits
                                                                                                                                                                                                                                                            • …to anchor new Edinburgh development
                                                                                                                                                                                                                                                              • UK: Selfridges to launch new Body Studio
                                                                                                                                                                                                                                                                • DIY retailing
                                                                                                                                                                                                                                                                  • France: Leroy Merlin’s owner acquires furniture specialist
                                                                                                                                                                                                                                                                    • Germany: Hornbach Group reduces earnings target
                                                                                                                                                                                                                                                                      • Netherlands: Handyman unveils new XL store format
                                                                                                                                                                                                                                                                        • UK: Dobbies sales grow 7.7% in 2014
                                                                                                                                                                                                                                                                          • UK: Kingfisher
                                                                                                                                                                                                                                                                            • …implements new IT platform
                                                                                                                                                                                                                                                                              • …profits suffer from ‘softer market’ in France
                                                                                                                                                                                                                                                                                • UK: Leroy Merlin considers Homebase takeover
                                                                                                                                                                                                                                                                                  • UK: Topps Tiles revenues rise 8.7%
                                                                                                                                                                                                                                                                                    • Electrical retailing
                                                                                                                                                                                                                                                                                      • Belgium: Media Markt trials in-store buy-and-win initiative
                                                                                                                                                                                                                                                                                        • Netherlands: iBood eyes European expansion
                                                                                                                                                                                                                                                                                          • Furniture retailing
                                                                                                                                                                                                                                                                                            • UK: Ikea
                                                                                                                                                                                                                                                                                              • …drives double-digit annual growth
                                                                                                                                                                                                                                                                                                • …eyes Bhs’ Oxford Street unit
                                                                                                                                                                                                                                                                                                  • UK: ScS trading in line with expectations
                                                                                                                                                                                                                                                                                                    • Home shopping
                                                                                                                                                                                                                                                                                                      • France: Etsy takes Christmas pop-up concept to France
                                                                                                                                                                                                                                                                                                        • Germany: Zalando to reach almost €3bn in full year
                                                                                                                                                                                                                                                                                                          • Italy: Yoox Net-a-Porter Group exceeds cost saving estimations
                                                                                                                                                                                                                                                                                                            • Netherlands: AO World to launch in the Netherlands
                                                                                                                                                                                                                                                                                                              • UK: Amazon launches Pantry in the UK
                                                                                                                                                                                                                                                                                                                • UK: Black Friday boosts online sales
                                                                                                                                                                                                                                                                                                                  • UK: Findel’s profits remain flat
                                                                                                                                                                                                                                                                                                                    • UK: Made.com launches online mattress retailer
                                                                                                                                                                                                                                                                                                                      • UK: New over-50s menswear brand launches
                                                                                                                                                                                                                                                                                                                        • UK: Ocado reports double-digit Q4 growth
                                                                                                                                                                                                                                                                                                                          • UK: Shop Direct call centre closures to go ahead
                                                                                                                                                                                                                                                                                                                            • UK: SportPursuit raises £9.5m in funding
                                                                                                                                                                                                                                                                                                                              • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                                • UK: Cotswold Outdoor and Snow & Rock merge
                                                                                                                                                                                                                                                                                                                                  • UK: Halfords
                                                                                                                                                                                                                                                                                                                                    • …profits down 5.9%
                                                                                                                                                                                                                                                                                                                                      • …unveils new ‘For Life’s Journey’ strapline
                                                                                                                                                                                                                                                                                                                                        • UK: JD Sports ups full year profit forecast
                                                                                                                                                                                                                                                                                                                                          • UK: Mountain Warehouse launches women’s activewear brand
                                                                                                                                                                                                                                                                                                                                            • UK: Sports Direct sales and profits up in the first half
                                                                                                                                                                                                                                                                                                                                              • Beauty retailing
                                                                                                                                                                                                                                                                                                                                                • France: Monop’beauty opens tenth store
                                                                                                                                                                                                                                                                                                                                                  • France: Urban Decay opens a make-up lesson pop-up
                                                                                                                                                                                                                                                                                                                                                    • Greetings card retailers
                                                                                                                                                                                                                                                                                                                                                      • UK: Card Factory sales grow 7.9%
                                                                                                                                                                                                                                                                                                                                                        • Pet retailing
                                                                                                                                                                                                                                                                                                                                                          • Germany: Fressnapf expects growth of around €100m
                                                                                                                                                                                                                                                                                                                                                            • UK: Pets at Home revenues grow by 6.0%
                                                                                                                                                                                                                                                                                                                                                              • Economy
                                                                                                                                                                                                                                                                                                                                                                • UK: November shop prices fall 2.1% year-on-year
                                                                                                                                                                                                                                                                                                                                                                  • UK: Retail sales edge up 0.8% in October
                                                                                                                                                                                                                                                                                                                                                                    • UK: Retail sales grow 0.7% in November
                                                                                                                                                                                                                                                                                                                                                                      • UK: Retail sales slow to 0.9% in October
                                                                                                                                                                                                                                                                                                                                                                      • Supermarkets – Europe – November 2015: E Leclerc

                                                                                                                                                                                                                                                                                                                                                                          • What we think
                                                                                                                                                                                                                                                                                                                                                                            • Drive continues to perform well
                                                                                                                                                                                                                                                                                                                                                                              • Investing for the future
                                                                                                                                                                                                                                                                                                                                                                                • Strengthening its position via alliances
                                                                                                                                                                                                                                                                                                                                                                                  • Company background
                                                                                                                                                                                                                                                                                                                                                                                    • Company performance
                                                                                                                                                                                                                                                                                                                                                                                      • Figure 5: E Leclerc: Group financial performance, excl. VAT, 2010-14
                                                                                                                                                                                                                                                                                                                                                                                      • Figure 6: E.Leclerc: Estimated international sales by country, excl. VAT, Inc. fuel, 2011-14
                                                                                                                                                                                                                                                                                                                                                                                      • Figure 7: E. Leclerc: Group outlet data, 2010-14
                                                                                                                                                                                                                                                                                                                                                                                    • Retail offering

                                                                                                                                                                                                                                                                                                                                                                                    European Retail Briefing - December 2015

                                                                                                                                                                                                                                                                                                                                                                                    US $398.34 (Excl.Tax)