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European Retail Briefing - July 2017

Analyst comment on Amazon and its recent developments within the grocery retail sector.

  • An overview of the the latest European retail sales data across the five major European economies.
  • A profile of Zalando. This is taken from our recently published Online Retailing - Europe, July 2017 report.
  • Monthly headlines and retail news analysis across Europe.

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Table of contents

  1. Analyst Comment

    • Amazon really is serious about food
      • Whole Foods a good fit
        • Amazon Fresh a cautious first step
          • Becoming a mass market player
            • Cautious and carefully considered
            • European Retail Sales

              • Key points
                • Retail sales
                    • Figure 1: Major European economies: Year-on-year retail sales value growth, 2016-17
                    • Figure 2: Major European economies: Year-on-year retail sales volume growth, 2016-17
                  • Inflation
                    • Figure 3: Major European economies: All items CPI, 2016-17
                    • Figure 4: Major European economies: Food price inflation, 2016-17
                • Headlines for the Month

                  • Grocers
                    • Other food and drink specialists
                      • Clothing retailing
                        • Multi-Sector retailing
                          • Department stores
                            • Home shopping
                            • News Analysis – Food and Drink

                              • Convenience stores
                                • UK: Nisa
                                  • …profits rise whilst sales fall
                                    • …Sainsbury's aims to quell Nisa member rebellion
                                      • …explores changes to its ownership structure
                                        • …Sainsbury’s frontrunner to buy Nisa Local
                                          • Grocers
                                            • Belgium: Ahold Delhaize to open first till-free supermarket next year
                                              • Belgium: Colruyt
                                                • …converts stores to low-energy
                                                  • …posts a 3.4% increase in revenue to €9.4 billion
                                                    • Denmark: Dansk plans to open 60 new stores
                                                      • Europe: SPAR hires head of international buying
                                                        • Finland: Kesko
                                                          • …launches new vegan initiative
                                                            • …and Oriola establish new health and wellbeing chain
                                                              • France: Carrefour
                                                                • …sales rise in second quarter
                                                                  • …confirms Alexandre Bompard as new CEO
                                                                    • …trialling new convenience stores
                                                                      • France: Système U meets with private label dairy suppliers
                                                                        • Germany: Aldi launches new delivery service for special items
                                                                          • Germany: Edeka Nord posts 3.6% increase in sales for 2016
                                                                            • Ireland: Kerry Foods in emoji marketing campaign
                                                                              • Ireland: Musgrave reports positive financial results for 2016
                                                                                • Italy: Conad reports 1.6% sales increase in 2016
                                                                                  • Italy: Coop Italia posts a marginal increase in sales
                                                                                    • Italy: Crai has 9% growth in turnover
                                                                                      • Italy: Grand Frais announces Italian expansion
                                                                                        • Italy: Selex third largest Italian retailer
                                                                                          • Spain: Eroski
                                                                                            • …extends their campaign focused on health and sustainability
                                                                                              • …starts a campaign to focus on local products
                                                                                                • Spain: Grupo IFA increases revenue by 5% for 2016
                                                                                                  • UK: Booker Group posts an increase in sales
                                                                                                    • UK: Lidl to open 60 new stores a year in UK expansion
                                                                                                      • UK: Sainsbury’s
                                                                                                        • …sales rise
                                                                                                          • …sees 25% growth in gin category year-on-year
                                                                                                            • UK: Tesco
                                                                                                              • …posts sixth quarter of like-for-like sales growth
                                                                                                                • …cuts 1,200 head office jobs
                                                                                                                  • …restructures staff pay
                                                                                                                    • UK: Waitrose to introduce recyclable packaging
                                                                                                                      • Other food and drink specialists
                                                                                                                        • Finland: Stockmann sells its Delicatessen grocery stores
                                                                                                                          • France: Naturalia opens three vegan stores
                                                                                                                            • UK: Holland & Barrett
                                                                                                                              • …Superdrug owner AS Watson in rumoured takeover bid
                                                                                                                                • …bought by L1 Capital
                                                                                                                                  • …Ireland section of Holland & Barrett sees profits fall by 7%
                                                                                                                                    • UK: Majestic Wine sees sales rise whilst profits fall
                                                                                                                                    • News Analysis – Non-food

                                                                                                                                      • Clothing retailing
                                                                                                                                        • Europe: Saks OFF 5th comes to Europe
                                                                                                                                          • Sweden: H&M
                                                                                                                                            • …reports positive growth
                                                                                                                                              • …post a 4% increase in sales
                                                                                                                                                • …opens first ARKET store
                                                                                                                                                  • UK: Bonmarché reports a fall in profits and sales
                                                                                                                                                    • UK: Burberry
                                                                                                                                                      • …face criticism over executive pay
                                                                                                                                                        • …new Senior Independent Director appointed at Burberry
                                                                                                                                                          • UK: Converse opening first standalone UK stores
                                                                                                                                                            • UK: Edinburgh Woollen Mill owner eyes Aurora Fashions
                                                                                                                                                              • UK: Fashion retailer Quiz to float on London IPO
                                                                                                                                                                • UK: Mulberry
                                                                                                                                                                  • …agree to joint venture in Japan
                                                                                                                                                                    • …retail sales rise
                                                                                                                                                                      • UK: New Look
                                                                                                                                                                        • …directors leave the business
                                                                                                                                                                          • …hires chief creative officer
                                                                                                                                                                            • UK: Next
                                                                                                                                                                              • …plan to open in-store restaurants in partnership with Gino D’Acampo
                                                                                                                                                                                • …reveals the name of its new own-brand
                                                                                                                                                                                  • UK: Primark’s sales rise whilst margins fall
                                                                                                                                                                                    • UK: Ted Baker revenues rise 14.2%
                                                                                                                                                                                      • UK: Triumph to close all stores
                                                                                                                                                                                        • Footwear retailing
                                                                                                                                                                                          • UK: Clarks to resume manufacturing in UK
                                                                                                                                                                                            • UK: LK Bennett sales down 1% as turnaround plan gets underway
                                                                                                                                                                                              • Homewares retailing
                                                                                                                                                                                                • UK: The White Company to open its first US store
                                                                                                                                                                                                  • Multi-Sector retailing
                                                                                                                                                                                                    • Germany: Action opens distribution centre
                                                                                                                                                                                                      • Germany: Metro Group to proceed with demerger next month
                                                                                                                                                                                                        • Netherlands: Hema put up for sale
                                                                                                                                                                                                          • UK: Mothercare sales and profits increase
                                                                                                                                                                                                            • UK: Poundstretcher owners explore possible sale
                                                                                                                                                                                                              • Department stores
                                                                                                                                                                                                                • Germany: Karstadt acquires Hood.de
                                                                                                                                                                                                                  • Germany: Signa Retail takes over Mybestbrands
                                                                                                                                                                                                                    • UK: Debenhams sees sales rise
                                                                                                                                                                                                                      • UK: Liberty London announces relaunch of menswear section
                                                                                                                                                                                                                        • DIY retailing
                                                                                                                                                                                                                          • Germany: Hornbach Holding announces strong first quarter
                                                                                                                                                                                                                            • UK: Bunnings
                                                                                                                                                                                                                              • …retail director for B&Q UK & Ireland leaves for Bunnings
                                                                                                                                                                                                                                • …increases number of planned stores
                                                                                                                                                                                                                                  • UK: Kingfisher Sales and Operations boss Jean-Paul Constant to leave
                                                                                                                                                                                                                                    • UK: Screwfix CEO leaves for rival
                                                                                                                                                                                                                                      • UK: Topps Tiles revenues decrease
                                                                                                                                                                                                                                        • UK: Travis Perkins launch innovative scheme to work with start-ups
                                                                                                                                                                                                                                          • Electrical retailing
                                                                                                                                                                                                                                            • UK: Dixons Carphone reports increased revenue
                                                                                                                                                                                                                                              • Carpet retailing
                                                                                                                                                                                                                                                • UK: Fall in profits for Carpetright
                                                                                                                                                                                                                                                  • Furniture retailing
                                                                                                                                                                                                                                                    • UK: DFS downsizes sales estimates following decline in footfall
                                                                                                                                                                                                                                                      • UK: Dunelm revenues rise in fourth quarter
                                                                                                                                                                                                                                                        • Home shopping
                                                                                                                                                                                                                                                          • Germany: Amazon Fresh expands across Berlin
                                                                                                                                                                                                                                                            • Ireland: 50% of all DPD parcels from online shopping
                                                                                                                                                                                                                                                              • Portugal: Grocery delivery service for tourists
                                                                                                                                                                                                                                                                • UK: Amazon
                                                                                                                                                                                                                                                                  • …announces 20 new brands to be added to its Dash range
                                                                                                                                                                                                                                                                    • …to buy Whole Foods in $13.7 billion deal
                                                                                                                                                                                                                                                                      • UK: Boohoo confirms new Non-Executive Director appointment
                                                                                                                                                                                                                                                                        • UK: CollectPlus offers on-demand return service
                                                                                                                                                                                                                                                                          • UK: Joe Browns launches debut store
                                                                                                                                                                                                                                                                            • UK: N Brown
                                                                                                                                                                                                                                                                              • …posts 5.6% increase in group revenue, but closes five stores
                                                                                                                                                                                                                                                                                • …chairman to step down
                                                                                                                                                                                                                                                                                  • UK: Ocado
                                                                                                                                                                                                                                                                                    • …trialling self-driving vehicles
                                                                                                                                                                                                                                                                                      • …profits fall
                                                                                                                                                                                                                                                                                        • …revenues rise 24.7%
                                                                                                                                                                                                                                                                                          • UK: Shop Direct
                                                                                                                                                                                                                                                                                            • …luxury director resigns
                                                                                                                                                                                                                                                                                              • …to be taken over
                                                                                                                                                                                                                                                                                                • UK: Tesco launches 60 minute deliveries
                                                                                                                                                                                                                                                                                                  • Health and beauty retailing
                                                                                                                                                                                                                                                                                                    • UK: Superdrug sees sales and profits rise
                                                                                                                                                                                                                                                                                                      • UK: The Body Shop bought by Natura
                                                                                                                                                                                                                                                                                                        • Book and stationery retailing
                                                                                                                                                                                                                                                                                                          • UK: Smiggle plans to double UK presence to 235
                                                                                                                                                                                                                                                                                                            • UK: WH Smith sales up 2%
                                                                                                                                                                                                                                                                                                              • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                • Europe: Intersport looking to expand e-commerce business
                                                                                                                                                                                                                                                                                                                  • UK: Cotswold Outdoors new store launch initiative ‘Find your Outdoors’
                                                                                                                                                                                                                                                                                                                    • UK: Evans Cycles fall in earnings
                                                                                                                                                                                                                                                                                                                      • UK: JD Sport
                                                                                                                                                                                                                                                                                                                        • …growth in line with expectations
                                                                                                                                                                                                                                                                                                                          • …to open dual shop and gym
                                                                                                                                                                                                                                                                                                                            • Toys and games retailing
                                                                                                                                                                                                                                                                                                                              • UK: Game posts decrease in sales
                                                                                                                                                                                                                                                                                                                                • UK: Hamleys
                                                                                                                                                                                                                                                                                                                                  • …CEO steps down
                                                                                                                                                                                                                                                                                                                                    • …chief finance officer to step down
                                                                                                                                                                                                                                                                                                                                      • UK: Hobbycraft sales rise but profits fall
                                                                                                                                                                                                                                                                                                                                        • Economy
                                                                                                                                                                                                                                                                                                                                          • UK: Footfall drops 1% in May
                                                                                                                                                                                                                                                                                                                                            • UK: Retail sales growth driven by inflation
                                                                                                                                                                                                                                                                                                                                            • Zalando

                                                                                                                                                                                                                                                                                                                                                • What we think
                                                                                                                                                                                                                                                                                                                                                  • Mobile is at the heart of the business
                                                                                                                                                                                                                                                                                                                                                    • Prioritising delivery to drive customer loyalty
                                                                                                                                                                                                                                                                                                                                                      • Geo-localised delivery being trialled
                                                                                                                                                                                                                                                                                                                                                        • Moving from following to leading
                                                                                                                                                                                                                                                                                                                                                          • Integrated commerce links up online and offline channels
                                                                                                                                                                                                                                                                                                                                                            • Fulfilment service reaches out to brands
                                                                                                                                                                                                                                                                                                                                                              • Company background
                                                                                                                                                                                                                                                                                                                                                                • Company performance
                                                                                                                                                                                                                                                                                                                                                                  • Figure 5: Zalando: Group financial performance, 2012-16
                                                                                                                                                                                                                                                                                                                                                                  • Figure 6: Zalando: Key metrics, 2015-Q1 2017
                                                                                                                                                                                                                                                                                                                                                                • Retail offering

                                                                                                                                                                                                                                                                                                                                                                Companies Covered

                                                                                                                                                                                                                                                                                                                                                                • A. S. Watson (Europe)
                                                                                                                                                                                                                                                                                                                                                                • A. S. Watson UK
                                                                                                                                                                                                                                                                                                                                                                • Action
                                                                                                                                                                                                                                                                                                                                                                • Ahold Delhaize
                                                                                                                                                                                                                                                                                                                                                                • Ahorramas
                                                                                                                                                                                                                                                                                                                                                                • Albert Heijn Netherlands (Ahold)
                                                                                                                                                                                                                                                                                                                                                                • Aldi
                                                                                                                                                                                                                                                                                                                                                                • Amazon UK
                                                                                                                                                                                                                                                                                                                                                                • Amazon.com Inc
                                                                                                                                                                                                                                                                                                                                                                • Apax Partners
                                                                                                                                                                                                                                                                                                                                                                • Aurora Fashions
                                                                                                                                                                                                                                                                                                                                                                • Aurora fashions UK
                                                                                                                                                                                                                                                                                                                                                                • B&Q (UK & Ireland)
                                                                                                                                                                                                                                                                                                                                                                • Baugur
                                                                                                                                                                                                                                                                                                                                                                • Biocoop
                                                                                                                                                                                                                                                                                                                                                                • Bluewater Shopping Centre
                                                                                                                                                                                                                                                                                                                                                                • Bon Preu
                                                                                                                                                                                                                                                                                                                                                                • Bonmarché
                                                                                                                                                                                                                                                                                                                                                                • Boohoo.com plc
                                                                                                                                                                                                                                                                                                                                                                • Booker Cash & Carry Limited
                                                                                                                                                                                                                                                                                                                                                                • Booker food retail
                                                                                                                                                                                                                                                                                                                                                                • Bunnings UK & Ireland
                                                                                                                                                                                                                                                                                                                                                                • Burberry (Europe)
                                                                                                                                                                                                                                                                                                                                                                • Burberry Group Plc
                                                                                                                                                                                                                                                                                                                                                                • C&J Clark Group
                                                                                                                                                                                                                                                                                                                                                                • Carlyle Group (The)
                                                                                                                                                                                                                                                                                                                                                                • Carpetright Plc
                                                                                                                                                                                                                                                                                                                                                                • Carrefour Europe
                                                                                                                                                                                                                                                                                                                                                                • Co-operative Group
                                                                                                                                                                                                                                                                                                                                                                • Coast
                                                                                                                                                                                                                                                                                                                                                                • Colruyt Group
                                                                                                                                                                                                                                                                                                                                                                • Conad
                                                                                                                                                                                                                                                                                                                                                                • Conad Group
                                                                                                                                                                                                                                                                                                                                                                • Continente (hypermarkets)
                                                                                                                                                                                                                                                                                                                                                                • Converse, Inc
                                                                                                                                                                                                                                                                                                                                                                • Coop Italia
                                                                                                                                                                                                                                                                                                                                                                • Costcutter Supermarkets Group
                                                                                                                                                                                                                                                                                                                                                                • Cotswold Outdoor Ltd
                                                                                                                                                                                                                                                                                                                                                                • Crai Group
                                                                                                                                                                                                                                                                                                                                                                • Dagrofa SuperBest
                                                                                                                                                                                                                                                                                                                                                                • Darty Group
                                                                                                                                                                                                                                                                                                                                                                • DFS Furniture plc
                                                                                                                                                                                                                                                                                                                                                                • Dinosol
                                                                                                                                                                                                                                                                                                                                                                • Dixons Carphone
                                                                                                                                                                                                                                                                                                                                                                • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                                                                                                • Edeka Group
                                                                                                                                                                                                                                                                                                                                                                • Eroski Food Retailing
                                                                                                                                                                                                                                                                                                                                                                • Evans Cycles UK Limited
                                                                                                                                                                                                                                                                                                                                                                • Fnac
                                                                                                                                                                                                                                                                                                                                                                • Game Digital plc
                                                                                                                                                                                                                                                                                                                                                                • Grupo Eroski
                                                                                                                                                                                                                                                                                                                                                                • Grupo Inditex
                                                                                                                                                                                                                                                                                                                                                                • H&M Hennes & Mauritz
                                                                                                                                                                                                                                                                                                                                                                • Hamleys of London Ltd
                                                                                                                                                                                                                                                                                                                                                                • HobbyCraft Group Ltd
                                                                                                                                                                                                                                                                                                                                                                • Holland & Barrett Retail Ltd
                                                                                                                                                                                                                                                                                                                                                                • Howdens Joinery Group
                                                                                                                                                                                                                                                                                                                                                                • Intersport
                                                                                                                                                                                                                                                                                                                                                                • JD Sports Fashion plc
                                                                                                                                                                                                                                                                                                                                                                • Joe Browns
                                                                                                                                                                                                                                                                                                                                                                • Jones Bootmaker
                                                                                                                                                                                                                                                                                                                                                                • Karstadt Premium Department Stores
                                                                                                                                                                                                                                                                                                                                                                • Kerry Foods
                                                                                                                                                                                                                                                                                                                                                                • Kesko
                                                                                                                                                                                                                                                                                                                                                                • Kesko Food
                                                                                                                                                                                                                                                                                                                                                                • Kimberly-Clark Corporation
                                                                                                                                                                                                                                                                                                                                                                • Kingfisher Group
                                                                                                                                                                                                                                                                                                                                                                • Kiwi Danmark
                                                                                                                                                                                                                                                                                                                                                                • L'Oréal (UK)
                                                                                                                                                                                                                                                                                                                                                                • Lidl (Germany)
                                                                                                                                                                                                                                                                                                                                                                • LK Bennett Ltd
                                                                                                                                                                                                                                                                                                                                                                • London Stock Exchange plc
                                                                                                                                                                                                                                                                                                                                                                • Majestic Wine Group PLC
                                                                                                                                                                                                                                                                                                                                                                • Metro Group (retail)
                                                                                                                                                                                                                                                                                                                                                                • Mothercare Plc
                                                                                                                                                                                                                                                                                                                                                                • Mulberry Group
                                                                                                                                                                                                                                                                                                                                                                • Musgrave
                                                                                                                                                                                                                                                                                                                                                                • My-Wardrobe
                                                                                                                                                                                                                                                                                                                                                                • N Brown Group Plc
                                                                                                                                                                                                                                                                                                                                                                • Natura Cosméticos
                                                                                                                                                                                                                                                                                                                                                                • NBTY
                                                                                                                                                                                                                                                                                                                                                                • Neal's Yard Agency
                                                                                                                                                                                                                                                                                                                                                                • Netto (France)
                                                                                                                                                                                                                                                                                                                                                                • Netto Foodstores Ltd
                                                                                                                                                                                                                                                                                                                                                                • New Look (UK)
                                                                                                                                                                                                                                                                                                                                                                • New Look Group Plc
                                                                                                                                                                                                                                                                                                                                                                • Next Group
                                                                                                                                                                                                                                                                                                                                                                • Nintendo Co Ltd
                                                                                                                                                                                                                                                                                                                                                                • Nisa
                                                                                                                                                                                                                                                                                                                                                                • Ocado Group plc
                                                                                                                                                                                                                                                                                                                                                                • Ocado Retail Ltd
                                                                                                                                                                                                                                                                                                                                                                • Poundstretcher
                                                                                                                                                                                                                                                                                                                                                                • Primark/Penneys
                                                                                                                                                                                                                                                                                                                                                                • Quiz
                                                                                                                                                                                                                                                                                                                                                                • Sainsbury's Local
                                                                                                                                                                                                                                                                                                                                                                • Screwfix UK
                                                                                                                                                                                                                                                                                                                                                                • Selex
                                                                                                                                                                                                                                                                                                                                                                • Shop Direct Group
                                                                                                                                                                                                                                                                                                                                                                • Shop Direct Home Shopping Ltd
                                                                                                                                                                                                                                                                                                                                                                • Smiggle
                                                                                                                                                                                                                                                                                                                                                                • Sony Pictures Entertainment
                                                                                                                                                                                                                                                                                                                                                                • Spar Europe
                                                                                                                                                                                                                                                                                                                                                                • Stockmann Department Stores (Finland)
                                                                                                                                                                                                                                                                                                                                                                • Superdrug Stores Plc
                                                                                                                                                                                                                                                                                                                                                                • Supervalu Inc
                                                                                                                                                                                                                                                                                                                                                                • Système U
                                                                                                                                                                                                                                                                                                                                                                • Tesco (UK)
                                                                                                                                                                                                                                                                                                                                                                • Tesco Plc
                                                                                                                                                                                                                                                                                                                                                                • The Body Shop Ireland
                                                                                                                                                                                                                                                                                                                                                                • The Edinburgh Woollen Mill Group
                                                                                                                                                                                                                                                                                                                                                                • The Hut Group Ltd
                                                                                                                                                                                                                                                                                                                                                                • The Perfume Shop Ltd
                                                                                                                                                                                                                                                                                                                                                                • The White Company Ltd
                                                                                                                                                                                                                                                                                                                                                                • TJ Morris Ltd
                                                                                                                                                                                                                                                                                                                                                                • Tommy Hilfiger Corporation
                                                                                                                                                                                                                                                                                                                                                                • Toolstation
                                                                                                                                                                                                                                                                                                                                                                • Topps Tiles
                                                                                                                                                                                                                                                                                                                                                                • Topps Tiles (UK)
                                                                                                                                                                                                                                                                                                                                                                • Travis Perkins PLC
                                                                                                                                                                                                                                                                                                                                                                • Triumph Apparel Corp.
                                                                                                                                                                                                                                                                                                                                                                • Waitrose
                                                                                                                                                                                                                                                                                                                                                                • Warehouse Ltd
                                                                                                                                                                                                                                                                                                                                                                • WH Smith PLC
                                                                                                                                                                                                                                                                                                                                                                • Whole Foods Market Inc
                                                                                                                                                                                                                                                                                                                                                                • Wickes Building Supplies Ltd
                                                                                                                                                                                                                                                                                                                                                                • Worldstores Ltd

                                                                                                                                                                                                                                                                                                                                                                European Retail Briefing - July 2017

                                                                                                                                                                                                                                                                                                                                                                US $395.21 (Excl.Tax)