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European Retail Briefing - March 2015

This month, ERB includes:

  • An analyst comment about Aldi and the prospects for moving into e-commerce.
  • An overview of the the latest European retail sales data across the five major European economies.
  • A profile of Fnac Europe. This is taken from Electrical Retailing - Europe, February 2015 report.
  • Monthly headlines and retail news analysis across Europe.

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Table of contents

  1. Analyst Comment

    • Aldi and e-commerce
      • UK e-commerce
        • Who succeeds in the UK?
          • Prospects for Aldi in the UK
            • Where next?
            • European Retail Sales

              • Key points
                • Retail sales
                  • Figure 1: Major European economies: Year-on-year retail sales value growth, 2013-14
                  • Figure 2: Major European economies: Year-on-year retail sales volume growth, 2013-14
                • Inflation
                  • Figure 3: Major European economies: All items CPI, 2013-14
                  • Figure 4: Major European economies: Food price inflation, 2013-14
              • Headlines for the Month

                • Grocers
                  • Clothing retailing
                    • Multi-sector retailing
                      • DIY retailing
                        • Electrical retailing
                          • Furniture and homeware retailing
                            • Home shopping
                              • Optical goods retailing
                              • News Analysis – Food & Drink

                                • Co-ops
                                  • UK: Co-operative Group
                                    • …appoints chairman
                                      • …appoints new chief financial officer
                                        • Convenience stores
                                          • UK: Bestway Group reveal full-year results
                                            • UK: Budgens to phase out SuperValu range
                                              • UK: McColl’s sales and profits rise in 2014
                                                • UK: Simply Fresh announces expansion plans
                                                  • Grocers
                                                    • Belgium: Delhaize group makes good progress in the US
                                                      • Europe: Ahold sales grow 7.9% in Q4
                                                        • France: Auchan
                                                          • …and Système U deepen sourcing partnership
                                                            • …revenues rise 14.7%
                                                              • France: Carrefour
                                                                • …considers bringing back the ED banner
                                                                  • …profits up 6.7%
                                                                    • France: Intermarché turnover reaches €40.1bn
                                                                      • Germany: Aldi Süd to extend opening hours
                                                                        • Germany: Edeka’s acquisition of Tengelmann may be blocked
                                                                          • Germany: Kaufland interested in Kaiser’s Tengelmann stores
                                                                            • Germany: Metro Q1 sales fall 2.2%
                                                                              • Netherlands: Albert Heijn rolls out mobile self-scanning to stores
                                                                                • Spain: Dia considers expansion into the UK
                                                                                  • Spain: Lidl plans €200m investment in Spain
                                                                                    • Spain: Mercadona sales increase 2%
                                                                                      • Switzerland: Coop Schweiz increases turnover by 1.7%
                                                                                        • UK: Aldi eyeing two new distribution centres
                                                                                          • UK: Asda
                                                                                            • …acquires standalone petrol stations
                                                                                              • …Q4 like-for-like sales fall 2.6%
                                                                                                • UK: Lidl teams up with Michelin-starred chef
                                                                                                  • UK: Morrisons CEO
                                                                                                    • …to stand down early
                                                                                                      • …CEO to receive bumper pay off
                                                                                                        • …close to appointing new chief executive
                                                                                                          • …appoints new CEO
                                                                                                            • …lowers price on 130 items
                                                                                                              • …to sell three stores for £100m
                                                                                                                • UK: Sainsbury’s
                                                                                                                  • …to launch its first click-and-collect service
                                                                                                                    • …trials electronic price tags
                                                                                                                      • UK: Tesco
                                                                                                                        • …announces one-to-one online beauty consultation service
                                                                                                                          • …appoints new chairman
                                                                                                                            • …chief of new food experiences departs
                                                                                                                              • …makes further board changes
                                                                                                                                • …to cut up to 10,000 jobs
                                                                                                                                  • …to pay £20,000 to towns affected by store cutbacks
                                                                                                                                    • Other food and drink specialists
                                                                                                                                      • Germany: Hawesko acquired by Tocos
                                                                                                                                        • UK: Greggs sales up 5.5%
                                                                                                                                          • UK: Majestic Wine chief executive steps down
                                                                                                                                            • UK: Oddbins opens first beer-only shop
                                                                                                                                              • UK: Thorntons half-year sales decline 9.0%
                                                                                                                                                • UK: Whole Food sales top £100m in the UK
                                                                                                                                                • News Analysis – Non-food

                                                                                                                                                  • Clothing retailing
                                                                                                                                                    • Europe: Primark expects sales to rise 16% in the first half of the year
                                                                                                                                                      • Germany: Billionaire buys German motorcycle apparel retailer
                                                                                                                                                        • Italy: Prada sales down 1% in 2014
                                                                                                                                                          • Netherlands: Topshop opens flagship store in Amsterdam
                                                                                                                                                            • UK: Bank confirms 20 stores facing closure
                                                                                                                                                              • UK: BHS managing director leaving for senior role at Tesco
                                                                                                                                                                • UK: Edinburgh Woollen Mill Group sales increase 6.2%
                                                                                                                                                                  • UK: La Martina opens its first UK flagship outlet
                                                                                                                                                                    • UK: Monsoon chief executive departs company
                                                                                                                                                                      • UK: New Look
                                                                                                                                                                        • …appoints advisors as it considers IPO
                                                                                                                                                                          • …signs for east Oxford Street flagship
                                                                                                                                                                            • …like-for-like sales fall 1.7%
                                                                                                                                                                              • UK: New retailer FG4 to launch in the UK
                                                                                                                                                                                • UK: Nike to launch first women’s only store in the UK
                                                                                                                                                                                  • UK: Oasis opens refurbished London flagship store
                                                                                                                                                                                    • UK: SuperGroup chief financial officer to leave company
                                                                                                                                                                                      • UK: Valentino to open West End flagship
                                                                                                                                                                                        • Multi-sector retailing
                                                                                                                                                                                          • Europe: TJX Europe sales increase 6%
                                                                                                                                                                                            • UK: M&S
                                                                                                                                                                                              • …announces first film partnership
                                                                                                                                                                                                • …to offer discounted gift cards as dividend payments
                                                                                                                                                                                                  • UK: Poundland can no longer claim everything is £1
                                                                                                                                                                                                    • Department stores
                                                                                                                                                                                                      • Ireland: Dunnes Stores employees vote for industrial action
                                                                                                                                                                                                        • UK: Bhs gains interest from former director
                                                                                                                                                                                                          • UK: House of Fraser
                                                                                                                                                                                                            • …chief executive John King to step down
                                                                                                                                                                                                              • …to ask for discount from suppliers through new scheme
                                                                                                                                                                                                                • DIY retailing
                                                                                                                                                                                                                  • France: Mr Bricolage sales fall in 2014
                                                                                                                                                                                                                    • Netherlands: Inter Gamma sales edge up 0.6%
                                                                                                                                                                                                                      • UK: Wickes revenues increase 8.8%
                                                                                                                                                                                                                        • Electrical retailing
                                                                                                                                                                                                                          • France: Darty sales grow 2.4% in Q3
                                                                                                                                                                                                                            • France: Fnac sales remain flat in 2014
                                                                                                                                                                                                                              • Ireland: Carphone Warehouse Ireland back in black
                                                                                                                                                                                                                                • Ireland: Harvey Norman revenues rise 4%
                                                                                                                                                                                                                                  • UK: BrightHouse revenues up 4.4%
                                                                                                                                                                                                                                    • Music, video and book retailing
                                                                                                                                                                                                                                      • Netherlands: Bax-shop plans expansion into the UK
                                                                                                                                                                                                                                        • UK: Foyles makes full year loss
                                                                                                                                                                                                                                          • UK: Game acquires Multiplay
                                                                                                                                                                                                                                            • Furniture and homeware retailing
                                                                                                                                                                                                                                              • Germany: Ikea outlines expansion plans for Germany
                                                                                                                                                                                                                                                • UK: Carpetright founder’s son to launch flooring retailer
                                                                                                                                                                                                                                                  • UK: DFS
                                                                                                                                                                                                                                                    • …announces small city store format
                                                                                                                                                                                                                                                      • …sets share price
                                                                                                                                                                                                                                                        • UK: Dreams returns to profit in 2014
                                                                                                                                                                                                                                                          • UK: Dunelm
                                                                                                                                                                                                                                                            • …founder buys stake in Morrisons
                                                                                                                                                                                                                                                              • …half-year revenues up 14%
                                                                                                                                                                                                                                                                • UK: Ikea to launch wireless charging furniture
                                                                                                                                                                                                                                                                  • UK: MFI founder Noel Lister passes away
                                                                                                                                                                                                                                                                    • UK: The Range opens its 100th store
                                                                                                                                                                                                                                                                      • UK: PerfectHome fined for ‘aggressive and misleading trading practices’
                                                                                                                                                                                                                                                                        • Home shopping
                                                                                                                                                                                                                                                                          • Germany: Zalando
                                                                                                                                                                                                                                                                            • …eyes continued revenue growth of 20-25%
                                                                                                                                                                                                                                                                              • …has profitable 2014
                                                                                                                                                                                                                                                                                • UK: Amazon
                                                                                                                                                                                                                                                                                  • …Prime advert banned
                                                                                                                                                                                                                                                                                    • …suffers website outages
                                                                                                                                                                                                                                                                                      • UK: Ao.com issues profit warning
                                                                                                                                                                                                                                                                                        • UK: Ocado Group
                                                                                                                                                                                                                                                                                          • …sales rise 19.2%
                                                                                                                                                                                                                                                                                            • …lines up £26m potential bonuses
                                                                                                                                                                                                                                                                                              • UK: Shop Direct’s new brand Very Exclusive launches
                                                                                                                                                                                                                                                                                                • UK: WorldStores receives investment from Goldman Sachs
                                                                                                                                                                                                                                                                                                  • Health and beauty retailing
                                                                                                                                                                                                                                                                                                    • UK: Bestway to rebrand Co-operative Pharmacies
                                                                                                                                                                                                                                                                                                      • UK: Boots director of stores to step down
                                                                                                                                                                                                                                                                                                        • UK: Lush posts 8% rise in sales
                                                                                                                                                                                                                                                                                                          • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                            • Europe: ASICS Europe sales up 13%
                                                                                                                                                                                                                                                                                                              • UK: Rolling Luggage acquired by Samsonite
                                                                                                                                                                                                                                                                                                                • UK: Sports Direct
                                                                                                                                                                                                                                                                                                                  • …sales rise 2.6%
                                                                                                                                                                                                                                                                                                                    • …to offer vouchers to offset click-and-collect cost
                                                                                                                                                                                                                                                                                                                      • UK: Wiggle launches new brand identity
                                                                                                                                                                                                                                                                                                                        • Optical goods retailing
                                                                                                                                                                                                                                                                                                                          • Germany: MyOptique Group acquires Netzoptiker
                                                                                                                                                                                                                                                                                                                            • Netherlands: GrandVision valued at €5bn
                                                                                                                                                                                                                                                                                                                              • Shopping locations
                                                                                                                                                                                                                                                                                                                                • UK: Hammerson almost doubles profits
                                                                                                                                                                                                                                                                                                                                  • UK: Intu profits rise 64.8%
                                                                                                                                                                                                                                                                                                                                    • UK: London Luton Airport to double retail space
                                                                                                                                                                                                                                                                                                                                      • UK: PayPal partners with Shell for mobile fuel payment
                                                                                                                                                                                                                                                                                                                                        • Economy
                                                                                                                                                                                                                                                                                                                                          • France: French Sunday trading laws to be relaxed
                                                                                                                                                                                                                                                                                                                                            • UK: Grocery market grows by 1.1%
                                                                                                                                                                                                                                                                                                                                              • UK: Retail footfall declines 1.2% in January
                                                                                                                                                                                                                                                                                                                                                • UK: Retail sales rise 2.6% in January
                                                                                                                                                                                                                                                                                                                                                  • UK: Retail sales up 1.7% in February
                                                                                                                                                                                                                                                                                                                                                    • UK: Shop prices continue to fall in February
                                                                                                                                                                                                                                                                                                                                                      • UK: UK retail sales edge up 0.2% in January
                                                                                                                                                                                                                                                                                                                                                      • Fnac

                                                                                                                                                                                                                                                                                                                                                          • What we think
                                                                                                                                                                                                                                                                                                                                                            • Trying to crack the music streaming market
                                                                                                                                                                                                                                                                                                                                                              • Revamped product offering
                                                                                                                                                                                                                                                                                                                                                                • Innovative scheme to give consumers access to the latest technology
                                                                                                                                                                                                                                                                                                                                                                  • Stores driving omni-channel sales
                                                                                                                                                                                                                                                                                                                                                                    • New express delivery service
                                                                                                                                                                                                                                                                                                                                                                      • Company background
                                                                                                                                                                                                                                                                                                                                                                        • Company performance
                                                                                                                                                                                                                                                                                                                                                                          • Mixed performance in 2014
                                                                                                                                                                                                                                                                                                                                                                            • Figure 5: Fnac: Group financial performance, 2009-14
                                                                                                                                                                                                                                                                                                                                                                            • Figure 6: Fnac: Outlet data, 2009-14
                                                                                                                                                                                                                                                                                                                                                                          • Retail offering

                                                                                                                                                                                                                                                                                                                                                                          Companies Covered

                                                                                                                                                                                                                                                                                                                                                                          • Advertising Standards Authority
                                                                                                                                                                                                                                                                                                                                                                          • Ahold USA
                                                                                                                                                                                                                                                                                                                                                                          • Albert Heijn Netherlands (Ahold)
                                                                                                                                                                                                                                                                                                                                                                          • Aldi
                                                                                                                                                                                                                                                                                                                                                                          • Aldi Stores Ltd (UK & Ireland)
                                                                                                                                                                                                                                                                                                                                                                          • Alliance Boots UK Retail
                                                                                                                                                                                                                                                                                                                                                                          • Amazon.co.uk
                                                                                                                                                                                                                                                                                                                                                                          • Amazon.com Inc
                                                                                                                                                                                                                                                                                                                                                                          • AO.com
                                                                                                                                                                                                                                                                                                                                                                          • Asda Group Ltd
                                                                                                                                                                                                                                                                                                                                                                          • ASICS America Corporation
                                                                                                                                                                                                                                                                                                                                                                          • Associated British Foods Plc
                                                                                                                                                                                                                                                                                                                                                                          • Auchan
                                                                                                                                                                                                                                                                                                                                                                          • Auchan (Fr)
                                                                                                                                                                                                                                                                                                                                                                          • Auchan Italy
                                                                                                                                                                                                                                                                                                                                                                          • Auchan Poland
                                                                                                                                                                                                                                                                                                                                                                          • Berkshire Hathaway Inc
                                                                                                                                                                                                                                                                                                                                                                          • Bhs Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Bricomarché (Poland)
                                                                                                                                                                                                                                                                                                                                                                          • Briconautes/Jardinautes
                                                                                                                                                                                                                                                                                                                                                                          • Brighthouse
                                                                                                                                                                                                                                                                                                                                                                          • British Retail Consortium
                                                                                                                                                                                                                                                                                                                                                                          • Budgens Stores Ltd - retail sales
                                                                                                                                                                                                                                                                                                                                                                          • Carpetright UK
                                                                                                                                                                                                                                                                                                                                                                          • Carrefour Europe
                                                                                                                                                                                                                                                                                                                                                                          • Co-operative Group
                                                                                                                                                                                                                                                                                                                                                                          • Coop Schweiz
                                                                                                                                                                                                                                                                                                                                                                          • Darty Group
                                                                                                                                                                                                                                                                                                                                                                          • Delhaize America
                                                                                                                                                                                                                                                                                                                                                                          • Delhaize Group
                                                                                                                                                                                                                                                                                                                                                                          • DFS Furniture Holdings Plc
                                                                                                                                                                                                                                                                                                                                                                          • Dia
                                                                                                                                                                                                                                                                                                                                                                          • Dia France
                                                                                                                                                                                                                                                                                                                                                                          • Dixons Carphone pro-forma merged group
                                                                                                                                                                                                                                                                                                                                                                          • Dixons Retail Plc
                                                                                                                                                                                                                                                                                                                                                                          • Dreams Plc
                                                                                                                                                                                                                                                                                                                                                                          • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Dunnes Stores
                                                                                                                                                                                                                                                                                                                                                                          • Edeka Group
                                                                                                                                                                                                                                                                                                                                                                          • Fnac
                                                                                                                                                                                                                                                                                                                                                                          • Goldman Sachs Group, Inc., The
                                                                                                                                                                                                                                                                                                                                                                          • Google, Inc.
                                                                                                                                                                                                                                                                                                                                                                          • GrandVision
                                                                                                                                                                                                                                                                                                                                                                          • Greggs Plc
                                                                                                                                                                                                                                                                                                                                                                          • Halfords Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Hammerson
                                                                                                                                                                                                                                                                                                                                                                          • Harley Davidson, Inc
                                                                                                                                                                                                                                                                                                                                                                          • Harvey Norman
                                                                                                                                                                                                                                                                                                                                                                          • Harvey Norman (Ireland)
                                                                                                                                                                                                                                                                                                                                                                          • Hawesko
                                                                                                                                                                                                                                                                                                                                                                          • House of Fraser Plc
                                                                                                                                                                                                                                                                                                                                                                          • IKEA
                                                                                                                                                                                                                                                                                                                                                                          • Intermarché (France)
                                                                                                                                                                                                                                                                                                                                                                          • Intermarché (Poland)
                                                                                                                                                                                                                                                                                                                                                                          • J Sainsbury's Supermarkets
                                                                                                                                                                                                                                                                                                                                                                          • J. Sainsbury
                                                                                                                                                                                                                                                                                                                                                                          • JPMorgan Invest LLC (BrownCo)
                                                                                                                                                                                                                                                                                                                                                                          • Kaufhof
                                                                                                                                                                                                                                                                                                                                                                          • Kiddicare
                                                                                                                                                                                                                                                                                                                                                                          • Lidl (UK)
                                                                                                                                                                                                                                                                                                                                                                          • Londis (Holdings) Ltd - retail sales
                                                                                                                                                                                                                                                                                                                                                                          • Lush Retail Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Marks & Spencer
                                                                                                                                                                                                                                                                                                                                                                          • McColl's Retail Group
                                                                                                                                                                                                                                                                                                                                                                          • Media Markt/Saturn
                                                                                                                                                                                                                                                                                                                                                                          • Mercadona
                                                                                                                                                                                                                                                                                                                                                                          • Metro Group (retail)
                                                                                                                                                                                                                                                                                                                                                                          • MFI Furniture Group Plc
                                                                                                                                                                                                                                                                                                                                                                          • Midcounties Co-operative Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Monsoon Accessorize Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Mr. Bricolage Group
                                                                                                                                                                                                                                                                                                                                                                          • Musgrave UK - retail sales
                                                                                                                                                                                                                                                                                                                                                                          • Netto Foodstores Ltd
                                                                                                                                                                                                                                                                                                                                                                          • New Look Group Plc
                                                                                                                                                                                                                                                                                                                                                                          • Nike
                                                                                                                                                                                                                                                                                                                                                                          • Ocado
                                                                                                                                                                                                                                                                                                                                                                          • Ocado Group plc
                                                                                                                                                                                                                                                                                                                                                                          • Oddbins Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Pandora Group
                                                                                                                                                                                                                                                                                                                                                                          • Paul Smith Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Peacock Group
                                                                                                                                                                                                                                                                                                                                                                          • Poundland Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Prada (I Pellettieri d'Italia S.p.A.)
                                                                                                                                                                                                                                                                                                                                                                          • Primark/Penneys
                                                                                                                                                                                                                                                                                                                                                                          • R Barbour & Sons Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Real (Ukraine)
                                                                                                                                                                                                                                                                                                                                                                          • Rewe
                                                                                                                                                                                                                                                                                                                                                                          • Samsonite Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Schwarz Group
                                                                                                                                                                                                                                                                                                                                                                          • Shell (UK) Retail
                                                                                                                                                                                                                                                                                                                                                                          • Shop Direct Group
                                                                                                                                                                                                                                                                                                                                                                          • Simply Fresh
                                                                                                                                                                                                                                                                                                                                                                          • Sports Direct Plc
                                                                                                                                                                                                                                                                                                                                                                          • SuperGroup Plc (Retail)
                                                                                                                                                                                                                                                                                                                                                                          • SuperGroup Retail UK
                                                                                                                                                                                                                                                                                                                                                                          • SuperValu (Ireland)
                                                                                                                                                                                                                                                                                                                                                                          • Système U
                                                                                                                                                                                                                                                                                                                                                                          • Tengelmann
                                                                                                                                                                                                                                                                                                                                                                          • Tesco (UK)
                                                                                                                                                                                                                                                                                                                                                                          • Tesco Plc
                                                                                                                                                                                                                                                                                                                                                                          • The Edinburgh Woollen Mill Group
                                                                                                                                                                                                                                                                                                                                                                          • The Edinburgh Woollen Mill Ltd
                                                                                                                                                                                                                                                                                                                                                                          • The Range
                                                                                                                                                                                                                                                                                                                                                                          • Thorntons Plc
                                                                                                                                                                                                                                                                                                                                                                          • TJX International (TK Maxx Europe)
                                                                                                                                                                                                                                                                                                                                                                          • Topshop old
                                                                                                                                                                                                                                                                                                                                                                          • Total UK / Rontec
                                                                                                                                                                                                                                                                                                                                                                          • Travis Perkins PLC
                                                                                                                                                                                                                                                                                                                                                                          • Unilever Plc
                                                                                                                                                                                                                                                                                                                                                                          • Valentino
                                                                                                                                                                                                                                                                                                                                                                          • Vision Express (UK) Ltd
                                                                                                                                                                                                                                                                                                                                                                          • W&G Foyle Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Waitrose
                                                                                                                                                                                                                                                                                                                                                                          • Whistles Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Wickes Building Supplies Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Wiggle
                                                                                                                                                                                                                                                                                                                                                                          • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                                                                                                                          • Worldstores Ltd
                                                                                                                                                                                                                                                                                                                                                                          • Zalando

                                                                                                                                                                                                                                                                                                                                                                          European Retail Briefing - March 2015

                                                                                                                                                                                                                                                                                                                                                                          US $391.67 (Excl.Tax)