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European Retail Briefing - July 2016

This month ERB includes:

  • Analyst comment on the impact of Brexit.
  • An overview of the the latest European retail sales data across the five major European economies.
  • A profile of Amazon. This is taken from our recently published Online Retailing - Europe, July 2016 report.
  • Monthly headlines and retail news analysis across Europe.

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Table of contents

  1. Analyst Comment

    • The UK and the EU
      • The immediate impact
        • European reactions
          • Time scales
            • Short term
              • Figure 1: John Lewis sales growth, June, July 2016
            • Problems on the downside
              • Christmas 2016
                • Medium term
                  • Uncertainty
                  • European Retail Sales

                    • Key points
                        • Figure 2: Major European economies: Year-on-year retail sales value growth, 2015-16
                        • Figure 3: Major European economies: Year-on-year retail sales volume growth, 2015-16
                      • Inflation
                        • Figure 4: Major European economies: All items CPI, 2015-16
                        • Figure 5: Major European economies: Food price inflation, 2015-16
                    • Headlines for the Month

                      • Convenience stores
                        • Grocers
                          • DIY retailing
                            • Furniture retailing
                              • Home shopping
                              • News Analysis – Food and Drink

                                • Convenience stores
                                  • Europe: Spar delivers to French campsites
                                    • UK: Best-one trials value fascia to compete with the discounters
                                      • UK: Booker sales rise 10%
                                        • UK: Convenience store numbers grow 21%
                                          • UK: My Local
                                            • …enters administration
                                              • …hires KPMG to explore options
                                                • …close to collapse
                                                  • UK: Nisa returns to profit
                                                    • UK: The Co-op acquires six stores from My Local
                                                      • Grocers
                                                        • Belgium: Colruyt retail sales rise 4%
                                                          • Belgium: Delhaize sells pet food chain in Belgium
                                                            • Europe: Cora and Carrefour extend joint purchasing agreement
                                                              • Europe: E.Leclerc and Rewe create new alliance
                                                                • France: Leclerc installs 24 hour lockers
                                                                  • Greece: Marinopoulos granted protection after filing for bankruptcy
                                                                    • Italy: Carrefour launches new convenience store
                                                                      • Italy: Conad invests in 88 store openings
                                                                        • Italy: Simply launches online in Italy
                                                                          • Netherlands: Albert Heijn launches new online initiatives
                                                                            • Netherlands: Plus sales rise 4.3%
                                                                              • Norway: NorgesGruppen trials online offering
                                                                                • Poland: Eurocash eyes bid for Zabka
                                                                                  • Spain: Auchan Spain sales reach £4.6bn
                                                                                    • Spain: Carrefour
                                                                                      • …Express stores appear in more petrol stations across Spain
                                                                                        • …plots Spanish store acquisitions
                                                                                          • Spain: El Corte Inglés’ Hipercor stores to receive increased private label range
                                                                                            • Spain: Eroski fails to drive sales growth in 2015
                                                                                              • Sweden: ICA Group sells InkOne website
                                                                                                • UK: 10p supermarket pop-up set to launch permanently
                                                                                                  • UK: Booths hosts beer ‘n’ BBQ night
                                                                                                    • UK: Grocery sales fall 0.2%
                                                                                                      • UK: Iceland sees like-for-likes slide but profits remain flat
                                                                                                        • UK: Morrisons opens Doddle concessions in store
                                                                                                          • UK: Ocado profits rise 5.7%
                                                                                                            • UK: Sainsbury's
                                                                                                              • …announces the closure of all Netto UK stores
                                                                                                                • …finance chief John Rogers to take the reins at Home Retail
                                                                                                                  • …sends formal acquisition document to Home Retail
                                                                                                                    • …trials one hour delivery in Wandsworth
                                                                                                                      • UK: Tesco
                                                                                                                        • …confirms sale of Giraffe and Kipa
                                                                                                                          • …offloads Dobbies Garden Centres
                                                                                                                            • …to open pop-up wine bar in London
                                                                                                                              • UK: Waitrose to launch on British Corner Shop
                                                                                                                                • UK: Walmart's Head of China to take the helm at Asda
                                                                                                                                  • Other food specialists
                                                                                                                                    • UK: Holland & Barrett profits rise 12.2%
                                                                                                                                      • UK: Majestic Wine group sales surge 41.3%
                                                                                                                                      • News Analysis - Non-food

                                                                                                                                        • Clothing retailing
                                                                                                                                          • Europe: H&M reveals 7% growth in group sales
                                                                                                                                            • Spain: Inditex net sales rise 12%
                                                                                                                                              • UK: Bhs
                                                                                                                                                • …overseas business sold to Qataris
                                                                                                                                                  • …to receive second offer from Mike Ashley
                                                                                                                                                    • UK: Bonmarche
                                                                                                                                                      • …confirms CEO start date
                                                                                                                                                        • …revenues up 5.3%
                                                                                                                                                          • UK: Bravissimo to open at Liverpool ONE
                                                                                                                                                            • UK: Cambridge Satchel Company reports a £5.4m loss
                                                                                                                                                              • UK: Forever 21 reviews UK store portfolio
                                                                                                                                                                • UK: Jack Wills investor looks to sell
                                                                                                                                                                  • UK: Joules retail sales rise 11%
                                                                                                                                                                    • UK: Lipsy plots to become ‘new branded destination’
                                                                                                                                                                      • UK: Mint Velvet opens first shopping centre store
                                                                                                                                                                        • UK: Mr Porter expands with own-label launch
                                                                                                                                                                          • UK: Mulberry reports “significant progress”
                                                                                                                                                                            • UK: Oasis replatforms website
                                                                                                                                                                              • UK: Primark delivers 7% growth
                                                                                                                                                                                • UK: Reiss profits surge 52%
                                                                                                                                                                                  • UK: Store Twenty One
                                                                                                                                                                                    • …'considering its options'
                                                                                                                                                                                      • …enters CVA
                                                                                                                                                                                        • UK: Superdry increases focus on sportswear
                                                                                                                                                                                          • UK: Ted Baker sales rise 11.3%
                                                                                                                                                                                            • UK: White Stuff chooses Germany for local language site
                                                                                                                                                                                              • UK: Zara reports 8% rise in UK sales
                                                                                                                                                                                                • Footwear and accessories retailing
                                                                                                                                                                                                  • UK: Aspinal of London partners with Cunard
                                                                                                                                                                                                    • UK: Clarks profits tumble 65%
                                                                                                                                                                                                      • UK: Shoe Zone announces board reshuffle
                                                                                                                                                                                                        • UK: Shoon acquires foot clinic Shuropody
                                                                                                                                                                                                          • Multi-sector retailing
                                                                                                                                                                                                            • Netherlands: Hema Q1 sales rise 5.9%
                                                                                                                                                                                                              • UK: Marks and Spencer general merchandise sales slide 8.9%
                                                                                                                                                                                                                • UK: Poundland like-for-like sales slip 3.9%
                                                                                                                                                                                                                  • UK: Steinhoff
                                                                                                                                                                                                                    • …reconsidering Poundland acquisition
                                                                                                                                                                                                                      • …sets its sights on Poundland
                                                                                                                                                                                                                        • …ups bid in Poundland
                                                                                                                                                                                                                          • UK: Wilko achieves 15% surge in profits
                                                                                                                                                                                                                            • Department stores
                                                                                                                                                                                                                              • Ireland: John Lewis partners to sell homewares in Ireland
                                                                                                                                                                                                                                • UK: British Land sells Debenhams flagship
                                                                                                                                                                                                                                  • UK: Debenhams’
                                                                                                                                                                                                                                    • …like-for-like sales fall 0.2%
                                                                                                                                                                                                                                      • …the front bidder for its Irish operations
                                                                                                                                                                                                                                        • UK: John Lewis
                                                                                                                                                                                                                                          • …rolls out visual search technology
                                                                                                                                                                                                                                            • …to launch luxury ready-to-wear label
                                                                                                                                                                                                                                              • UK: Selfridges takes ‘retail theatre’ to new heights
                                                                                                                                                                                                                                                • DIY retailing
                                                                                                                                                                                                                                                  • Europe: Hornbach
                                                                                                                                                                                                                                                    • …sales rise 6.1%
                                                                                                                                                                                                                                                      • …turnover up over 5% for FY2015/16
                                                                                                                                                                                                                                                        • UK: Topps Tiles like-for-like sales rise 6.2%
                                                                                                                                                                                                                                                          • Electrical retailing
                                                                                                                                                                                                                                                            • UK: Dixons Carphone like-for-like sales rise 5%
                                                                                                                                                                                                                                                              • Belgium: JYSK to launch in Belgium with 50 stores
                                                                                                                                                                                                                                                                • France: Ikea trials 'Click & Roll' in France
                                                                                                                                                                                                                                                                  • UK: Carpetright like-for-like sales up 2.8%
                                                                                                                                                                                                                                                                    • UK: Dreams owner prepares for £400m sale
                                                                                                                                                                                                                                                                      • Homewares retailing
                                                                                                                                                                                                                                                                        • UK: Dunelm sales growth slows to 1.8%
                                                                                                                                                                                                                                                                          • Home Shopping
                                                                                                                                                                                                                                                                            • France: Amazon Prime launches in Paris
                                                                                                                                                                                                                                                                              • Germany: Zalando
                                                                                                                                                                                                                                                                                • …teams with Adidas to offer same-day delivery
                                                                                                                                                                                                                                                                                  • …unveils plans for Bread & Butter Berlin
                                                                                                                                                                                                                                                                                    • UK: Amazon
                                                                                                                                                                                                                                                                                      • …expands Dash offering and Fresh deliveries
                                                                                                                                                                                                                                                                                        • …plows ahead with 1,000 new job roles
                                                                                                                                                                                                                                                                                          • UK: Findel narrows losses in the year of Kitbag sale
                                                                                                                                                                                                                                                                                            • UK: Gear4Music enjoys continued strong European sales
                                                                                                                                                                                                                                                                                              • UK: Mr Porter expands with own-label launch
                                                                                                                                                                                                                                                                                                • UK: N Brown revenues dip 0.2%
                                                                                                                                                                                                                                                                                                  • UK: Shop Direct
                                                                                                                                                                                                                                                                                                    • …deputy chief executive to depart
                                                                                                                                                                                                                                                                                                      • …working with TH_NK to update Very site
                                                                                                                                                                                                                                                                                                        • Health & Beauty retailing
                                                                                                                                                                                                                                                                                                          • UK: Sirin Labs opens Mayfair flagship store
                                                                                                                                                                                                                                                                                                            • UK: Superdrug sales climb 5.4%
                                                                                                                                                                                                                                                                                                              • Book and stationery retailing
                                                                                                                                                                                                                                                                                                                • UK: Blackwell’s appoints new customer service director
                                                                                                                                                                                                                                                                                                                  • UK: Hobbycraft sales up
                                                                                                                                                                                                                                                                                                                    • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                      • UK: JD Sports expects strong trading on the back of the Euros
                                                                                                                                                                                                                                                                                                                        • UK: Sports Direct reports a ‘disappointing’ year
                                                                                                                                                                                                                                                                                                                          • Garden centres
                                                                                                                                                                                                                                                                                                                            • UK: Dobbies new owners outline growth plans
                                                                                                                                                                                                                                                                                                                              • Shopping locations
                                                                                                                                                                                                                                                                                                                                • UK: Manchester Arndale plans £11 million redevelopment
                                                                                                                                                                                                                                                                                                                                  • Economy
                                                                                                                                                                                                                                                                                                                                    • UK: Food prices fall 0.8% in June
                                                                                                                                                                                                                                                                                                                                      • UK: Retail footfall rises 0.3% in May
                                                                                                                                                                                                                                                                                                                                        • UK: Retail sales grow 3.4% in May
                                                                                                                                                                                                                                                                                                                                        • Online Retailing – Europe, July 2016: Amazon

                                                                                                                                                                                                                                                                                                                                            • What we think
                                                                                                                                                                                                                                                                                                                                              • Marketplace
                                                                                                                                                                                                                                                                                                                                                • AWS
                                                                                                                                                                                                                                                                                                                                                  • Prime
                                                                                                                                                                                                                                                                                                                                                    • Food
                                                                                                                                                                                                                                                                                                                                                      • Where next?
                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                            • Figure 6: Amazon.com Inc: Group financial performance, 2010/11-2014/15
                                                                                                                                                                                                                                                                                                                                                          • Retail offering

                                                                                                                                                                                                                                                                                                                                                          Companies Covered

                                                                                                                                                                                                                                                                                                                                                          • 5' Marinopoulos
                                                                                                                                                                                                                                                                                                                                                          • 99p Stores Ltd
                                                                                                                                                                                                                                                                                                                                                          • Albert Heijn Netherlands (Ahold)
                                                                                                                                                                                                                                                                                                                                                          • Aldi Stores Ltd (UK & Ireland)
                                                                                                                                                                                                                                                                                                                                                          • Amazon.co.uk
                                                                                                                                                                                                                                                                                                                                                          • Amazon.com Inc
                                                                                                                                                                                                                                                                                                                                                          • Argos
                                                                                                                                                                                                                                                                                                                                                          • Asda Group Ltd
                                                                                                                                                                                                                                                                                                                                                          • ASOS
                                                                                                                                                                                                                                                                                                                                                          • Auchan
                                                                                                                                                                                                                                                                                                                                                          • Auchan Spain
                                                                                                                                                                                                                                                                                                                                                          • Bershka UK
                                                                                                                                                                                                                                                                                                                                                          • Bhs Ltd
                                                                                                                                                                                                                                                                                                                                                          • Biedronka
                                                                                                                                                                                                                                                                                                                                                          • Blackwell UK Ltd
                                                                                                                                                                                                                                                                                                                                                          • Boohoo.com plc
                                                                                                                                                                                                                                                                                                                                                          • Booker Cash & Carry Limited
                                                                                                                                                                                                                                                                                                                                                          • Bravissimo Ltd
                                                                                                                                                                                                                                                                                                                                                          • British Retail Consortium
                                                                                                                                                                                                                                                                                                                                                          • C&J Clark Group
                                                                                                                                                                                                                                                                                                                                                          • Carrefour Europe
                                                                                                                                                                                                                                                                                                                                                          • Cdiscount
                                                                                                                                                                                                                                                                                                                                                          • Co-operative Group
                                                                                                                                                                                                                                                                                                                                                          • Colruyt Food
                                                                                                                                                                                                                                                                                                                                                          • Conad
                                                                                                                                                                                                                                                                                                                                                          • Coop Norge
                                                                                                                                                                                                                                                                                                                                                          • Costcutter Supermarkets Group
                                                                                                                                                                                                                                                                                                                                                          • Cunard Line
                                                                                                                                                                                                                                                                                                                                                          • Darty Group
                                                                                                                                                                                                                                                                                                                                                          • Dixons Carphone
                                                                                                                                                                                                                                                                                                                                                          • Dobbies Garden Centres plc
                                                                                                                                                                                                                                                                                                                                                          • Dreams (Dreams Topco Ltd)
                                                                                                                                                                                                                                                                                                                                                          • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                                                                                          • E Leclerc
                                                                                                                                                                                                                                                                                                                                                          • EH Booth & Co Ltd
                                                                                                                                                                                                                                                                                                                                                          • El Corte Inglés
                                                                                                                                                                                                                                                                                                                                                          • El Corte Inglés (Department Stores)
                                                                                                                                                                                                                                                                                                                                                          • El Corte Inglés (Food)
                                                                                                                                                                                                                                                                                                                                                          • eurocash
                                                                                                                                                                                                                                                                                                                                                          • Express Gifts
                                                                                                                                                                                                                                                                                                                                                          • Findel plc
                                                                                                                                                                                                                                                                                                                                                          • Fnac
                                                                                                                                                                                                                                                                                                                                                          • Forever 21 Inc.
                                                                                                                                                                                                                                                                                                                                                          • Franprix/Leader Price
                                                                                                                                                                                                                                                                                                                                                          • Gear4Music
                                                                                                                                                                                                                                                                                                                                                          • Groupon, Inc.
                                                                                                                                                                                                                                                                                                                                                          • Grupo Eroski
                                                                                                                                                                                                                                                                                                                                                          • Grupo Inditex
                                                                                                                                                                                                                                                                                                                                                          • H&M Hennes & Mauritz
                                                                                                                                                                                                                                                                                                                                                          • Harrods Group Total
                                                                                                                                                                                                                                                                                                                                                          • Hipercor
                                                                                                                                                                                                                                                                                                                                                          • HobbyCraft Group Ltd
                                                                                                                                                                                                                                                                                                                                                          • Holland & Barrett Retail Ltd
                                                                                                                                                                                                                                                                                                                                                          • Home Retail Group
                                                                                                                                                                                                                                                                                                                                                          • Hornbach Holding
                                                                                                                                                                                                                                                                                                                                                          • Hornbach-Baumarkt
                                                                                                                                                                                                                                                                                                                                                          • ICA Gruppen
                                                                                                                                                                                                                                                                                                                                                          • JD Sports Fashion plc
                                                                                                                                                                                                                                                                                                                                                          • John Lewis Partnership
                                                                                                                                                                                                                                                                                                                                                          • John Lewis Plc (department store)
                                                                                                                                                                                                                                                                                                                                                          • Joules
                                                                                                                                                                                                                                                                                                                                                          • Jysk
                                                                                                                                                                                                                                                                                                                                                          • Kitbag
                                                                                                                                                                                                                                                                                                                                                          • Lipsy
                                                                                                                                                                                                                                                                                                                                                          • Londis (Holdings) Ltd - retail sales
                                                                                                                                                                                                                                                                                                                                                          • Mace Group, Inc
                                                                                                                                                                                                                                                                                                                                                          • Macy's, Inc.
                                                                                                                                                                                                                                                                                                                                                          • Majestic Wine Group PLC
                                                                                                                                                                                                                                                                                                                                                          • Marks & Spencer
                                                                                                                                                                                                                                                                                                                                                          • Meny-Ultra
                                                                                                                                                                                                                                                                                                                                                          • Monoprix
                                                                                                                                                                                                                                                                                                                                                          • Mulberry Group
                                                                                                                                                                                                                                                                                                                                                          • N Brown Group Plc
                                                                                                                                                                                                                                                                                                                                                          • Naked Wines UK
                                                                                                                                                                                                                                                                                                                                                          • Net-A-Porter Ltd
                                                                                                                                                                                                                                                                                                                                                          • Netto Foodstores Ltd
                                                                                                                                                                                                                                                                                                                                                          • Next Group
                                                                                                                                                                                                                                                                                                                                                          • Nisa
                                                                                                                                                                                                                                                                                                                                                          • NorgesGruppen
                                                                                                                                                                                                                                                                                                                                                          • Plus
                                                                                                                                                                                                                                                                                                                                                          • Poundland Ltd
                                                                                                                                                                                                                                                                                                                                                          • Premier
                                                                                                                                                                                                                                                                                                                                                          • Pull & Bear UK
                                                                                                                                                                                                                                                                                                                                                          • Reiss Ltd
                                                                                                                                                                                                                                                                                                                                                          • Reitangruppen
                                                                                                                                                                                                                                                                                                                                                          • Rewe
                                                                                                                                                                                                                                                                                                                                                          • Sainsbury's Local
                                                                                                                                                                                                                                                                                                                                                          • Schwarz Group
                                                                                                                                                                                                                                                                                                                                                          • Selfridges Group
                                                                                                                                                                                                                                                                                                                                                          • Shoon Limited
                                                                                                                                                                                                                                                                                                                                                          • Shop Direct Group
                                                                                                                                                                                                                                                                                                                                                          • Sklavenitis
                                                                                                                                                                                                                                                                                                                                                          • Spar Europe
                                                                                                                                                                                                                                                                                                                                                          • Spar UK Ltd
                                                                                                                                                                                                                                                                                                                                                          • Sports Direct Plc
                                                                                                                                                                                                                                                                                                                                                          • Steinhoff Continental Europe
                                                                                                                                                                                                                                                                                                                                                          • Steinhoff UK
                                                                                                                                                                                                                                                                                                                                                          • Supercor
                                                                                                                                                                                                                                                                                                                                                          • Superdrug Stores Plc
                                                                                                                                                                                                                                                                                                                                                          • SuperGroup Plc
                                                                                                                                                                                                                                                                                                                                                          • Ted Baker
                                                                                                                                                                                                                                                                                                                                                          • Tesco (UK)
                                                                                                                                                                                                                                                                                                                                                          • Tesco Plc
                                                                                                                                                                                                                                                                                                                                                          • The British Land Company Plc
                                                                                                                                                                                                                                                                                                                                                          • The Cambridge Satchel Company
                                                                                                                                                                                                                                                                                                                                                          • The Carphone Warehouse Ltd
                                                                                                                                                                                                                                                                                                                                                          • The Co-operative Food
                                                                                                                                                                                                                                                                                                                                                          • The Hertz Corporation
                                                                                                                                                                                                                                                                                                                                                          • Topps Tiles
                                                                                                                                                                                                                                                                                                                                                          • Waitrose
                                                                                                                                                                                                                                                                                                                                                          • Walmart Stores (USA)
                                                                                                                                                                                                                                                                                                                                                          • Warehouse Ltd
                                                                                                                                                                                                                                                                                                                                                          • White Stuff Ltd
                                                                                                                                                                                                                                                                                                                                                          • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                                                                                                          • Yoox
                                                                                                                                                                                                                                                                                                                                                          • Zabka / Freshmarket
                                                                                                                                                                                                                                                                                                                                                          • Zalando

                                                                                                                                                                                                                                                                                                                                                          European Retail Briefing - July 2016

                                                                                                                                                                                                                                                                                                                                                          US $395.21 (Excl.Tax)