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European Retail Briefing - December 2016

This month ERB includes:

  • Analyst comment on the latest developments on Clothing retailing across Europe.
  • An overview of the the latest European retail sales data across the five major European economies.
  • A profile of H&M.
  • Monthly headlines and retail news analysis across Europe.

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Table of contents

  1. Analyst Comment

    • The shake-out in European clothing
      • Underperformance
        • Figure 1: Europe: Clothing specialists, percentage point gain in share of clothing spending, 2010-15
        • Figure 2: Germany: Clothing specialists relative to all retail sales, 2010-16
      • Common themes
        • Not a stores vs online issue
          • Where next?
          • European Retail Sales

            • Key points
              • Retail sales
                  • Figure 3: Major European economies: Year-on-year retail sales value growth, 2014-16
                  • Figure 4: Major European economies: Year-on-year retail sales volume growth, 2014-16
                • Inflation
                  • Figure 5: Major European economies: All items CPI, 2015-16
                  • Figure 6: Major European economies: Food price inflation, 2015-16
              • Headlines for the Month

                • Grocers
                  • Clothing retailers
                    • Department stores
                      • DIY retailing
                        • Furniture retailing
                          • Shopping locations
                          • News Analysis – Food and Drink

                            • Convenience Stores
                              • UK: Budgens tests scan-and-shop mobile app
                                • UK: McColl’s
                                  • …rolls out contactless payment
                                    • …sales grow on the back of store expansion
                                      • Grocers
                                        • Europe: Carrefour invests in operations within Poland and Belgium
                                          • Finland: Kesko sells Russian grocery division to Lenta
                                            • France: Auchan trials robots that assist with carrying groceries
                                              • France: Conforama and Casino Groups extend their purchasing alliance
                                                • France: Intermarché launches new additive-free label
                                                  • Germany: Edeka-Nord shifts supermarket layout
                                                    • Germany: Kaufland tests the Australian market
                                                      • Germany: Real reinvents in Krefield
                                                        • Germany: Rewe and Edeka agree on store split of Kaiser’s Tengelmann
                                                          • Ireland: Aldi plans €100m investment in Ireland
                                                            • Italy: Coop Italia opens 'Supermarket of the Future' in Milan
                                                              • Italy: CRAI Group to relaunch Pellicano fascia
                                                                • Italy: Selex grows on the back of €2bn investment
                                                                  • Netherlands: Ahold Delhaize
                                                                    • …announces solid performance in first full results
                                                                      • …outlines Better Together strategy
                                                                        • Netherlands: Jumbo enlists celebrity chef
                                                                          • UK: Aldi takes on the premium retailers with luxury hamper range
                                                                            • UK: Asda sales decline 5.8%
                                                                              • UK: Iceland faces legal action from Icelandic government
                                                                                • UK: Lidl to launch premium lingerie range
                                                                                  • UK: Morrisons
                                                                                    • …eyes re-entry into the convenience market
                                                                                      • …offers new service through Amazon Prime Now
                                                                                        • UK: Sainsbury's
                                                                                          • …menswear sales boosted by Harris Tweed
                                                                                            • …unveils latest plans to reduce food waste
                                                                                              • UK: Tesco
                                                                                                • …implements own-brand price pledge
                                                                                                  • …partners with British Forces Post Office
                                                                                                    • …plans to expand Arcadia concessions
                                                                                                      • UK: The Co-operative to double local supplier base
                                                                                                        • Off-licences
                                                                                                          • UK: Majestic Wine benefits from investments in customer retention
                                                                                                          • News Analysis – Non-food

                                                                                                            • Clothing retailing
                                                                                                              • Denmark: Bestseller acquires Miinto
                                                                                                                • France: Kiabi opens a Paris pop-up store
                                                                                                                  • France: Mim placed in receivership
                                                                                                                    • Germany: C&A to invest €1bn in restructuring
                                                                                                                      • Germany: Peek & Cloppenburg grows moderately
                                                                                                                        • Germany: Strauss Innovation to close down following bankruptcy
                                                                                                                          • Italy: Stefanel receives two takeover offers
                                                                                                                            • Portugal: Sonae acquires majority stake in healthy restaurant chain
                                                                                                                              • UK: Austin Reed to return to the high streets
                                                                                                                                • UK: Bhs placed into liquidation
                                                                                                                                  • UK: Bonmarché like-for-like sales slip 8.6%
                                                                                                                                    • UK: Browns rebrands stores and website
                                                                                                                                      • UK: Edinburgh Woollen Mill retains profits
                                                                                                                                        • UK: H&M to relocate in Covent Garden
                                                                                                                                          • UK: Joules sales rise 16.2%
                                                                                                                                            • UK: Karen Millen losses widen as profits fall
                                                                                                                                              • UK: Mamas & Papas continues to deliver profitable growth
                                                                                                                                                • UK: Matalan turns its store estate into DPD pick-up points
                                                                                                                                                  • UK: Moss Bros rebrands hire business to tap into rental demand
                                                                                                                                                    • UK: Mulberry sales up 10% boosted by tourist spending
                                                                                                                                                      • UK: New Look
                                                                                                                                                        • …launches augmented-reality photo booths in store
                                                                                                                                                          • …launches unlimited delivery pass
                                                                                                                                                            • UK: Oasis and Warehouse owners considering sale
                                                                                                                                                              • UK: Quiz ramps up UK expansion
                                                                                                                                                                • UK: Seasalt introduces plus-size collection online
                                                                                                                                                                  • UK: SuperGroup reports strong first half
                                                                                                                                                                    • UK: Ted Baker group revenues rise 14.8%
                                                                                                                                                                      • Footwear and accessories retailing
                                                                                                                                                                        • France: Delsey launches online store
                                                                                                                                                                          • UK: Dune turnover lifts 3.1% following online expansion
                                                                                                                                                                            • UK: Jimmy Choo benefits from weaker pound
                                                                                                                                                                              • UK: Schuh opens children's footwear store
                                                                                                                                                                                • Multi-sector retailing
                                                                                                                                                                                  • Europe: El Corte Inglés launches credit payment for Christmas shoppers
                                                                                                                                                                                    • France: Flying Tiger makes an entry into France
                                                                                                                                                                                      • France: Monoprix trials one-hour delivery by foot
                                                                                                                                                                                        • UK: B&M sales surge as it reaches 500 stores
                                                                                                                                                                                          • UK: Hema to absorb any costs over raising prices
                                                                                                                                                                                            • UK: Mothercare UK sales fall 2.3%
                                                                                                                                                                                              • UK: Poundland reported to be closing 80 stores
                                                                                                                                                                                                • Department stores
                                                                                                                                                                                                  • Germany: Karstadt to offer space for online retailers in store
                                                                                                                                                                                                    • UK: Fortnum and Mason profits surge 27%
                                                                                                                                                                                                      • UK: Harrods opens completed Grand Entrance Hall
                                                                                                                                                                                                        • UK: House of Fraser develops five year strategy
                                                                                                                                                                                                          • UK: John Lewis unveils Christmas advert
                                                                                                                                                                                                            • UK: Selfridges to undertake £300m revamp of handbag department
                                                                                                                                                                                                              • DIY retailing
                                                                                                                                                                                                                • France: Mr Bricolage to shut 17 loss-making stores
                                                                                                                                                                                                                  • UK: Kingfisher’s rising UK sales offset declines in France
                                                                                                                                                                                                                    • UK: Topps Tiles grows margin as sales rise
                                                                                                                                                                                                                      • Electrical retailing
                                                                                                                                                                                                                        • Netherlands: Media-Markt equips staff with tablets
                                                                                                                                                                                                                          • UK: Currys PC World launches gifting help campaign
                                                                                                                                                                                                                            • UK: Electrical retailers plan price rises in the New Year
                                                                                                                                                                                                                              • Furniture retailing
                                                                                                                                                                                                                                • France: Conforama and Casino Groups extend their purchasing alliance
                                                                                                                                                                                                                                  • Netherlands: JYSK achieves best ever results
                                                                                                                                                                                                                                    • UK: VictoriaPlum wins trademark infringement case
                                                                                                                                                                                                                                      • Homewares retailing
                                                                                                                                                                                                                                        • UK: Dunelm acquires Worldstores, Kiddicare and Achica
                                                                                                                                                                                                                                          • Home shopping
                                                                                                                                                                                                                                            • Europe: Yoox
                                                                                                                                                                                                                                              • …hosts Disney's first online lifestyle store
                                                                                                                                                                                                                                                • …Net-a-Porter Q3 sales rise 19%
                                                                                                                                                                                                                                                  • Europe: Zalando revenues jump 17.1%
                                                                                                                                                                                                                                                    • UK: Amazon
                                                                                                                                                                                                                                                      • …and Morrisons offer new service through Prime Now
                                                                                                                                                                                                                                                        • …announces twelve-day Black Friday Sale
                                                                                                                                                                                                                                                          • …extends Prime to include local stores
                                                                                                                                                                                                                                                            • UK: AO World revenues rise 22.9%
                                                                                                                                                                                                                                                              • UK: Doddle trials Cancer Research charity shop collection points
                                                                                                                                                                                                                                                                • UK: Findel like-for-like revenues rise 6.5%
                                                                                                                                                                                                                                                                  • UK: Joe Browns sales rise 10% to £110m
                                                                                                                                                                                                                                                                    • UK: Majestic Wine benefits from investments in customer retention
                                                                                                                                                                                                                                                                      • UK: MatchesFashion turnover increases 27.4%
                                                                                                                                                                                                                                                                        • UK: New Look launches unlimited delivery pass
                                                                                                                                                                                                                                                                          • UK: Ocado
                                                                                                                                                                                                                                                                            • …develops 4G robot communication for warehouse
                                                                                                                                                                                                                                                                              • …delivers growth in sales and orders
                                                                                                                                                                                                                                                                                • UK: Shop Direct launches Whatsapp-style customer service platform
                                                                                                                                                                                                                                                                                  • Beauty retailing
                                                                                                                                                                                                                                                                                    • Germany: Douglas grows revenues by 5.2%
                                                                                                                                                                                                                                                                                      • Book, greetings card and stationery retailing
                                                                                                                                                                                                                                                                                        • UK: Card Factory sales grow 4.4%
                                                                                                                                                                                                                                                                                          • UK: Smiggle confident in UK store rollout
                                                                                                                                                                                                                                                                                            • UK: Staples set for closure in the UK
                                                                                                                                                                                                                                                                                              • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                • UK: JD Sports acquires Go Outdoors
                                                                                                                                                                                                                                                                                                  • UK: Sports Direct profits plunge by a third
                                                                                                                                                                                                                                                                                                    • Jewellers
                                                                                                                                                                                                                                                                                                      • UK: Prestige jewellery and watch sales fuel Signet Jewellers' UK same store sales
                                                                                                                                                                                                                                                                                                        • Garden centres
                                                                                                                                                                                                                                                                                                          • France: Jardiland acquires Prieux
                                                                                                                                                                                                                                                                                                            • Automotive retailing
                                                                                                                                                                                                                                                                                                              • UK: Halfords revenues rise but profits fall
                                                                                                                                                                                                                                                                                                                • Pets retailing
                                                                                                                                                                                                                                                                                                                  • UK: Pets at Home revenues lift 9.1%
                                                                                                                                                                                                                                                                                                                    • Shopping locations
                                                                                                                                                                                                                                                                                                                      • Germany: Hamburg shopping centre launches 'digital mall'
                                                                                                                                                                                                                                                                                                                        • UK: Google launches footfall tracker for Black Friday
                                                                                                                                                                                                                                                                                                                          • UK: Intu installs virtual reality winter wonderland
                                                                                                                                                                                                                                                                                                                            • UK: McArthurGlen delivers 13% sales growth
                                                                                                                                                                                                                                                                                                                              • UK: Network Rail retail sales grow 3.5%
                                                                                                                                                                                                                                                                                                                                • Economy
                                                                                                                                                                                                                                                                                                                                  • UK: Retail footfall declines 0.4%
                                                                                                                                                                                                                                                                                                                                    • UK: Retail sales rise 0.6%
                                                                                                                                                                                                                                                                                                                                      • UK: Retail sales surge 6.1% in October
                                                                                                                                                                                                                                                                                                                                        • UK: Shop prices continue to fall in Christmas build-up
                                                                                                                                                                                                                                                                                                                                        • H&M Hennes & Mauritz

                                                                                                                                                                                                                                                                                                                                            • What we think
                                                                                                                                                                                                                                                                                                                                              • Designer collaborations boost sales and strengthen fashion credentials
                                                                                                                                                                                                                                                                                                                                                • Rapid store growth
                                                                                                                                                                                                                                                                                                                                                  • E-commerce expansion
                                                                                                                                                                                                                                                                                                                                                    • A one-stop shop for fashion and beauty
                                                                                                                                                                                                                                                                                                                                                      • Sustainable fashion initiatives
                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                            • Figure 7: H&M Hennes & Mauritz: Group financial performance, 2010/11-2014/15
                                                                                                                                                                                                                                                                                                                                                            • Figure 8: H&M Hennes & Mauritz: Outlet data, 2010/11-2014/15
                                                                                                                                                                                                                                                                                                                                                          • Retail offering

                                                                                                                                                                                                                                                                                                                                                          Companies Covered

                                                                                                                                                                                                                                                                                                                                                          • 99p Stores Ltd
                                                                                                                                                                                                                                                                                                                                                          • achica
                                                                                                                                                                                                                                                                                                                                                          • Ahold Delhaize
                                                                                                                                                                                                                                                                                                                                                          • Albert Heijn Netherlands (Ahold)
                                                                                                                                                                                                                                                                                                                                                          • Aldi
                                                                                                                                                                                                                                                                                                                                                          • Aldi Stores Ltd (UK & Ireland)
                                                                                                                                                                                                                                                                                                                                                          • Amazon UK
                                                                                                                                                                                                                                                                                                                                                          • Amazon.com Inc
                                                                                                                                                                                                                                                                                                                                                          • AO World Plc
                                                                                                                                                                                                                                                                                                                                                          • AO.com
                                                                                                                                                                                                                                                                                                                                                          • Arcadia Group
                                                                                                                                                                                                                                                                                                                                                          • Asda Group Ltd
                                                                                                                                                                                                                                                                                                                                                          • ASOS
                                                                                                                                                                                                                                                                                                                                                          • Auchan
                                                                                                                                                                                                                                                                                                                                                          • Auchan (Fr)
                                                                                                                                                                                                                                                                                                                                                          • B&M Retail Ltd
                                                                                                                                                                                                                                                                                                                                                          • B&Q (UK & Ireland)
                                                                                                                                                                                                                                                                                                                                                          • Bestseller
                                                                                                                                                                                                                                                                                                                                                          • Bhs Ltd
                                                                                                                                                                                                                                                                                                                                                          • Bonmarché
                                                                                                                                                                                                                                                                                                                                                          • Boohoo.com plc
                                                                                                                                                                                                                                                                                                                                                          • Budgens Stores Ltd - retail sales
                                                                                                                                                                                                                                                                                                                                                          • C&A
                                                                                                                                                                                                                                                                                                                                                          • Carrefour Europe
                                                                                                                                                                                                                                                                                                                                                          • Casino
                                                                                                                                                                                                                                                                                                                                                          • Co-operative Group
                                                                                                                                                                                                                                                                                                                                                          • Coast
                                                                                                                                                                                                                                                                                                                                                          • Conforama
                                                                                                                                                                                                                                                                                                                                                          • Coop Italia
                                                                                                                                                                                                                                                                                                                                                          • Currys
                                                                                                                                                                                                                                                                                                                                                          • Delsey
                                                                                                                                                                                                                                                                                                                                                          • Dixons Carphone
                                                                                                                                                                                                                                                                                                                                                          • Dixons Carphone (UK)
                                                                                                                                                                                                                                                                                                                                                          • Dune Footwear
                                                                                                                                                                                                                                                                                                                                                          • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                                                                                          • Edeka Group
                                                                                                                                                                                                                                                                                                                                                          • El Corte Inglés
                                                                                                                                                                                                                                                                                                                                                          • Ernest Jones Ltd
                                                                                                                                                                                                                                                                                                                                                          • Errol Douglas
                                                                                                                                                                                                                                                                                                                                                          • Findel plc
                                                                                                                                                                                                                                                                                                                                                          • Flying Brands Ltd
                                                                                                                                                                                                                                                                                                                                                          • Fortnum & Mason Plc
                                                                                                                                                                                                                                                                                                                                                          • Go Outdoors Ltd
                                                                                                                                                                                                                                                                                                                                                          • Google UK
                                                                                                                                                                                                                                                                                                                                                          • Grupo Inditex
                                                                                                                                                                                                                                                                                                                                                          • H Samuel Ltd
                                                                                                                                                                                                                                                                                                                                                          • H&M Hennes & Mauritz
                                                                                                                                                                                                                                                                                                                                                          • Hema France
                                                                                                                                                                                                                                                                                                                                                          • Hipercor
                                                                                                                                                                                                                                                                                                                                                          • Holland & Barrett Retail Ltd
                                                                                                                                                                                                                                                                                                                                                          • House of Fraser Plc
                                                                                                                                                                                                                                                                                                                                                          • Iceland Foods Ltd
                                                                                                                                                                                                                                                                                                                                                          • Intermarché (France)
                                                                                                                                                                                                                                                                                                                                                          • J. Choo Limited
                                                                                                                                                                                                                                                                                                                                                          • Jardiland
                                                                                                                                                                                                                                                                                                                                                          • JD Sports Fashion plc
                                                                                                                                                                                                                                                                                                                                                          • John Lewis Plc (department store)
                                                                                                                                                                                                                                                                                                                                                          • Joules
                                                                                                                                                                                                                                                                                                                                                          • Jumbo Supermarkten
                                                                                                                                                                                                                                                                                                                                                          • Jysk
                                                                                                                                                                                                                                                                                                                                                          • Jysk (NL)
                                                                                                                                                                                                                                                                                                                                                          • Kaiser's Tengelmann
                                                                                                                                                                                                                                                                                                                                                          • Karen Millen
                                                                                                                                                                                                                                                                                                                                                          • Karstadt Premium Department Stores
                                                                                                                                                                                                                                                                                                                                                          • Kesko
                                                                                                                                                                                                                                                                                                                                                          • Kiabi
                                                                                                                                                                                                                                                                                                                                                          • Kiddicare
                                                                                                                                                                                                                                                                                                                                                          • Kingfisher Group
                                                                                                                                                                                                                                                                                                                                                          • Lay & Wheeler Group Ltd
                                                                                                                                                                                                                                                                                                                                                          • Lenta
                                                                                                                                                                                                                                                                                                                                                          • Lidl (Germany)
                                                                                                                                                                                                                                                                                                                                                          • Lombardini
                                                                                                                                                                                                                                                                                                                                                          • Majestic Wine Warehouse Ltd
                                                                                                                                                                                                                                                                                                                                                          • Mamas & Papas Ltd
                                                                                                                                                                                                                                                                                                                                                          • Matalan Ltd
                                                                                                                                                                                                                                                                                                                                                          • McArthurGlen UK Ltd
                                                                                                                                                                                                                                                                                                                                                          • McColl's (convenience stores)
                                                                                                                                                                                                                                                                                                                                                          • Media Markt/Saturn
                                                                                                                                                                                                                                                                                                                                                          • Mim
                                                                                                                                                                                                                                                                                                                                                          • Monoprix
                                                                                                                                                                                                                                                                                                                                                          • Moss Bros Group Plc
                                                                                                                                                                                                                                                                                                                                                          • Mothercare Plc
                                                                                                                                                                                                                                                                                                                                                          • Mr. Bricolage Group
                                                                                                                                                                                                                                                                                                                                                          • Mulberry Group
                                                                                                                                                                                                                                                                                                                                                          • Naked Wines
                                                                                                                                                                                                                                                                                                                                                          • Network Rail
                                                                                                                                                                                                                                                                                                                                                          • New Look (UK)
                                                                                                                                                                                                                                                                                                                                                          • New Look Group Plc
                                                                                                                                                                                                                                                                                                                                                          • Ocado Group plc
                                                                                                                                                                                                                                                                                                                                                          • Palmer & Harvey McLane Ltd [P&H McLane]
                                                                                                                                                                                                                                                                                                                                                          • Pavers Ltd
                                                                                                                                                                                                                                                                                                                                                          • Peek & Cloppenburg (Düsseldorf)
                                                                                                                                                                                                                                                                                                                                                          • Pets at Home Group Ltd
                                                                                                                                                                                                                                                                                                                                                          • Poundland Ltd
                                                                                                                                                                                                                                                                                                                                                          • Primark Stores Ltd
                                                                                                                                                                                                                                                                                                                                                          • Quiz
                                                                                                                                                                                                                                                                                                                                                          • Real Foods Ltd.
                                                                                                                                                                                                                                                                                                                                                          • Rewe
                                                                                                                                                                                                                                                                                                                                                          • Safeway Stores
                                                                                                                                                                                                                                                                                                                                                          • Sainsbury's Local
                                                                                                                                                                                                                                                                                                                                                          • Schuh (UK)
                                                                                                                                                                                                                                                                                                                                                          • Schuh Ltd
                                                                                                                                                                                                                                                                                                                                                          • Schwarz Group
                                                                                                                                                                                                                                                                                                                                                          • Screwfix UK
                                                                                                                                                                                                                                                                                                                                                          • Seasalt
                                                                                                                                                                                                                                                                                                                                                          • Selex
                                                                                                                                                                                                                                                                                                                                                          • Selfridges Group
                                                                                                                                                                                                                                                                                                                                                          • Shop Direct Group
                                                                                                                                                                                                                                                                                                                                                          • Signet Group
                                                                                                                                                                                                                                                                                                                                                          • Smiggle
                                                                                                                                                                                                                                                                                                                                                          • Sock Shop UK
                                                                                                                                                                                                                                                                                                                                                          • Sonae Distribuçãos
                                                                                                                                                                                                                                                                                                                                                          • Sports Direct Plc
                                                                                                                                                                                                                                                                                                                                                          • Staples Disposables Ltd
                                                                                                                                                                                                                                                                                                                                                          • Stefanel Group
                                                                                                                                                                                                                                                                                                                                                          • Supercor
                                                                                                                                                                                                                                                                                                                                                          • Ted Baker
                                                                                                                                                                                                                                                                                                                                                          • Tesco (UK)
                                                                                                                                                                                                                                                                                                                                                          • Tesco Plc
                                                                                                                                                                                                                                                                                                                                                          • The Edinburgh Woollen Mill Group
                                                                                                                                                                                                                                                                                                                                                          • The Neiman Marcus Group Inc
                                                                                                                                                                                                                                                                                                                                                          • Tiger
                                                                                                                                                                                                                                                                                                                                                          • Topps Tiles
                                                                                                                                                                                                                                                                                                                                                          • Total UK / Rontec
                                                                                                                                                                                                                                                                                                                                                          • Walt Disney Company, The
                                                                                                                                                                                                                                                                                                                                                          • Warehouse Ltd
                                                                                                                                                                                                                                                                                                                                                          • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                                                                                                          • Worldstores Ltd
                                                                                                                                                                                                                                                                                                                                                          • Yoox
                                                                                                                                                                                                                                                                                                                                                          • Zalando

                                                                                                                                                                                                                                                                                                                                                          European Retail Briefing - December 2016

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