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European Retail Briefing - November 2014

This month ERB includes:
  • An analyst comment about the apparent slowing of the discounters' progress in Poland.
  • An overview of the the latest European retail sales data across the five major European economies.
  • A profile of discount food retail group, Schwarz, owner of the Lidl fascia. This is taken from our recently published Supermarkets: More than just food retailing - Europe, November 2014.
  • Monthly headlines and retail news analysis across Europe.

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Table of contents

  1. Analyst Comment

    • Are the discounters slowing in Poland?
      • Polish shoppers flocked to the discounters
        • Is the tide turning in 2014?
          • If so, why?
          • 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
                  • Department stores
                    • DIY retailing
                      • Electrical retailing
                        • Home and furniture retailing
                        • News Analysis: Food and Drink

                          • Co-ops
                            • UK: Co-operative
                              • …launches campaign to reduce food waste
                                • …recruits new regional acquisitions manager
                                  • Convenience stores
                                    • UK: Booker Group revenues lift 1.9%
                                      • UK: Musgrave to jettison worst-performing Londis stores
                                        • UK: Nisa own brand sales increase 53%
                                          • Grocers
                                            • Austria: Lidl invests in modernising Austrian stores
                                              • Belgium: Delhaize
                                                • …Group Executive Vice President resigns
                                                  • …revenues grow 3.3%
                                                    • France: Carrefour posts 1.8% growth in Q3
                                                      • France: Casino Group sales slow in third quarter
                                                        • France: Intermarché and Casino Group partner to purchase brands
                                                          • France: Metro
                                                            • …and Auchan partner to purchase non-food items
                                                              • …revenues decline 2.6% in the fourth quarter
                                                                • Luxembourg: Carrefour to open first Carrefour Express store
                                                                  • Portugal: Jerónimo Martins turnover increases 7.3%
                                                                    • Spain: Eroski sells 160 stores to Dia
                                                                      • UK: Aldi launches organic range
                                                                        • UK: Asda faces legal battle over equal pay
                                                                          • UK: Booths plans store openings as profits rise
                                                                            • UK: Lidl launches menswear range
                                                                              • UK: Morrisons
                                                                                • …increases prices on ‘I’m Cheaper’ lines
                                                                                  • …Q3 sales fall 3.6%
                                                                                    • …to open three test ‘lab’ stores
                                                                                      • UK: Netto returns to Leeds
                                                                                        • UK: Sainsbury's
                                                                                          • …announces partnership with footballer Daniel Sturridge
                                                                                            • …halves Nectar reward points
                                                                                              • …to cut back on store openings
                                                                                                • UK: Tesco
                                                                                                  • …Company Secretary Jonathon Lloyd resigns
                                                                                                    • …considers possible replacements for Chairman Richard Broadbent
                                                                                                      • …looking to spin off banking arm
                                                                                                        • …profits fall by 91.9%
                                                                                                          • …suspends three more executives
                                                                                                            • …to be investigated by the Serious Fraud Office
                                                                                                              • UK: Waitrose
                                                                                                                • …sales rise 6.8%, Kantar data shows
                                                                                                                  • …to stock Anya Hindmarch-designed cereal boxes
                                                                                                                    • Other food specialists
                                                                                                                      • UK: Thorntons Q1 sales down 11.9%
                                                                                                                        • Home shopping
                                                                                                                          • UK: Ocado
                                                                                                                            • …launches Scan & Shop app
                                                                                                                              • …partners with Channel 4 for cookery programme
                                                                                                                                • UK: Waitrose
                                                                                                                                  • …appoints Director of eCommerce
                                                                                                                                    • …Cellar now available for click and collect
                                                                                                                                      • …click-and-collect locker trial begins
                                                                                                                                        • …to launch Hiku home scanner
                                                                                                                                        • News Analysis: Non-Food

                                                                                                                                          • Clothing retailing
                                                                                                                                            • Europe: Forever 21 plans to expand in Europe
                                                                                                                                              • Europe: Hugo Boss sales jump 9% in Q3
                                                                                                                                                • Germany: Adidas retail sales up 11%
                                                                                                                                                  • Germany: Christ acquired by 3i
                                                                                                                                                    • Netherlands: Macintosh Retail Group sales increase 4.9%
                                                                                                                                                      • UK: All Saints halves pre-tax losses
                                                                                                                                                        • UK: Burberry revenues reach £1.1bn
                                                                                                                                                          • UK: Mulberry retail sales fall by 9%
                                                                                                                                                            • UK: Next sales grow 5.4% in Q3
                                                                                                                                                              • UK: Primark profits increase 29%
                                                                                                                                                                • UK: SuperGroup
                                                                                                                                                                  • …appoints Euan Sutherland as chief executive
                                                                                                                                                                    • …warns on profits
                                                                                                                                                                      • UK: Topshop launches streetwear brand with Beyoncé
                                                                                                                                                                        • UK: Whistles sales up 15%
                                                                                                                                                                          • Footwear retailing
                                                                                                                                                                            • UK: Foot Locker CEO Ken Hicks retires
                                                                                                                                                                              • UK: Kurt Geiger sales up 13%
                                                                                                                                                                                • UK: Moda in Pelle receives £3.5m to fund growth
                                                                                                                                                                                  • UK: Office owners consider sale
                                                                                                                                                                                    • UK: Schuh sales and profits drop
                                                                                                                                                                                      • UK: Shoe Zone expects revenues of £172.5m
                                                                                                                                                                                        • Multi-sector retailing
                                                                                                                                                                                          • UK: 99p stores sales grow 8.5%
                                                                                                                                                                                            • UK: Argos
                                                                                                                                                                                              • …launches £10m marketing campaign
                                                                                                                                                                                                • …launches interactive game on station screens
                                                                                                                                                                                                  • UK: Home Bargains turnover increases 21%
                                                                                                                                                                                                    • UK: Home Retail Group posts sales growth of 3%
                                                                                                                                                                                                      • UK: Marks and Spencer UK sales up 1%
                                                                                                                                                                                                        • UK: The Original Factory Shop sees profits fall by £6m
                                                                                                                                                                                                          • UK: WH Smith revenues down 2%
                                                                                                                                                                                                            • UK: Wilko to make head office job cuts
                                                                                                                                                                                                              • Department stores
                                                                                                                                                                                                                • Germany: Karstadt owner Benko eyes buying Kaufhof
                                                                                                                                                                                                                  • UK: Debenhams sales grow 1.7% but profits dip
                                                                                                                                                                                                                    • UK: Harrods posts 11% rise in revenues
                                                                                                                                                                                                                      • UK: House of Fraser to release television campaign this Christmas
                                                                                                                                                                                                                        • UK: John Lewis opens first dedicated in-store opticians
                                                                                                                                                                                                                          • UK: Liberty launches loyalty app with iBeacon technology
                                                                                                                                                                                                                            • UK: Morleys Stores acquires Camp Hopson
                                                                                                                                                                                                                              • UK: Selfridges
                                                                                                                                                                                                                                • …announces record profits
                                                                                                                                                                                                                                  • …launches HC LuxSpa space in store
                                                                                                                                                                                                                                    • DIY retailing
                                                                                                                                                                                                                                      • France: Bricorama posts a 1.5% fall in sales
                                                                                                                                                                                                                                        • Netherlands: Euretco acquires DGN Retail
                                                                                                                                                                                                                                          • UK: B&Q focuses on digital offering
                                                                                                                                                                                                                                            • UK: Homebase and UKTV Gold team up for Christmas campaign
                                                                                                                                                                                                                                              • Electrical retailing
                                                                                                                                                                                                                                                • Germany: Saturn opens 24-hour collection station
                                                                                                                                                                                                                                                  • Music, game and photography retailing
                                                                                                                                                                                                                                                    • UK: Game
                                                                                                                                                                                                                                                      • …appeal against rent ruling rejected
                                                                                                                                                                                                                                                        • …sales surge 31%
                                                                                                                                                                                                                                                          • UK: Jessops
                                                                                                                                                                                                                                                            • …opens a new 'immersive experience' flagship store
                                                                                                                                                                                                                                                              • …returns to profit
                                                                                                                                                                                                                                                                • UK: Photobox acquires Spanish equivalent Hofmann
                                                                                                                                                                                                                                                                  • UK: Richer Sounds profits grow by 14%
                                                                                                                                                                                                                                                                    • UK: The Science Museum to open pop-up shop in Bluewater
                                                                                                                                                                                                                                                                      • Carpet retailing
                                                                                                                                                                                                                                                                        • UK: Carpetright
                                                                                                                                                                                                                                                                          • …announce the retirement of Lord Harris
                                                                                                                                                                                                                                                                            • …UK sales up 5.7%
                                                                                                                                                                                                                                                                              • Home and furniture retailing
                                                                                                                                                                                                                                                                                • Netherlands: DFS to launch its first international store
                                                                                                                                                                                                                                                                                  • UK: Ikea UK sales increase 11.3%
                                                                                                                                                                                                                                                                                    • UK: Lords of Notting Hill buys London hardware store
                                                                                                                                                                                                                                                                                      • UK: Pets at Home grows revenues by 10.2%
                                                                                                                                                                                                                                                                                        • UK: Primary Capital exploring Paperchase sale
                                                                                                                                                                                                                                                                                          • UK: Robert Dyas to launch first ever TV ad campaign
                                                                                                                                                                                                                                                                                            • UK: Travis Perkins posts sales growth of 6.9%
                                                                                                                                                                                                                                                                                              • UK: Wolseley considers Better Bathrooms bid
                                                                                                                                                                                                                                                                                                • Home shopping
                                                                                                                                                                                                                                                                                                  • Europe: Office Depot to cut 1,100 jobs
                                                                                                                                                                                                                                                                                                    • UK: Amazon
                                                                                                                                                                                                                                                                                                      • …launches same-day delivery service
                                                                                                                                                                                                                                                                                                        • …predicting a record number of Black Friday shoppers
                                                                                                                                                                                                                                                                                                          • …to recruit 13,000 workers this Christmas
                                                                                                                                                                                                                                                                                                            • UK: ASOS profits fall 14%
                                                                                                                                                                                                                                                                                                              • UK: Boohoo.com
                                                                                                                                                                                                                                                                                                                • …launches pop-up shop in New York
                                                                                                                                                                                                                                                                                                                  • …sales up 31%
                                                                                                                                                                                                                                                                                                                    • UK: Etsy to open pop-up store
                                                                                                                                                                                                                                                                                                                      • UK: Jigsaw appoints head of online trading
                                                                                                                                                                                                                                                                                                                        • UK: John Lewis opens first click and commute store
                                                                                                                                                                                                                                                                                                                          • UK: Mulberry launches click-and-collect
                                                                                                                                                                                                                                                                                                                            • UK: Poundshop.com merges with Hereforapound.com
                                                                                                                                                                                                                                                                                                                              • UK: Rakuten launches UK website
                                                                                                                                                                                                                                                                                                                                • UK: Shop Direct
                                                                                                                                                                                                                                                                                                                                  • …appoints Gareth Jones as Deputy Chief Executive
                                                                                                                                                                                                                                                                                                                                    • …bets big on Black Friday
                                                                                                                                                                                                                                                                                                                                      • …sales growth driven by Very
                                                                                                                                                                                                                                                                                                                                        • UK: Wiggle revenues increase 19%
                                                                                                                                                                                                                                                                                                                                          • Beauty retailing
                                                                                                                                                                                                                                                                                                                                            • UK: Clinique opens interactive pop-up shop
                                                                                                                                                                                                                                                                                                                                              • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                                                • UK: Chain Reaction Cycles' profits rise to £4.8m
                                                                                                                                                                                                                                                                                                                                                  • UK: Go Outdoors sales grow to £172m
                                                                                                                                                                                                                                                                                                                                                    • UK: Halfords half-year sales up 6.8%
                                                                                                                                                                                                                                                                                                                                                      • UK: Sports Direct forced to clarify ‘zero-hour’ contracts
                                                                                                                                                                                                                                                                                                                                                        • Economy
                                                                                                                                                                                                                                                                                                                                                          • UK: ONS say UK retail sales grow 1.3% in September
                                                                                                                                                                                                                                                                                                                                                            • UK: Shop price deflation increases to 1.9%
                                                                                                                                                                                                                                                                                                                                                              • UK: UK retail sales down 2.1% in September, according to BRC
                                                                                                                                                                                                                                                                                                                                                              • Lidl/Kaufland (Schwarz Group)

                                                                                                                                                                                                                                                                                                                                                                  • What we think
                                                                                                                                                                                                                                                                                                                                                                    • Online
                                                                                                                                                                                                                                                                                                                                                                      • Where next
                                                                                                                                                                                                                                                                                                                                                                        • Company background
                                                                                                                                                                                                                                                                                                                                                                          • Company performance
                                                                                                                                                                                                                                                                                                                                                                            • Figure 5: Schwarz Group: Group financial performance, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                            • Figure 6: Schwarz Group: Outlet data, 2009/10-2013/14
                                                                                                                                                                                                                                                                                                                                                                            • Figure 7: Schwarz Group: Outlet data, 2009/10-2013/14 (continued)
                                                                                                                                                                                                                                                                                                                                                                            • Figure 8: Schwarz Group: Outlet data, 2009/10-2013/14 (continued)
                                                                                                                                                                                                                                                                                                                                                                            • Figure 9: Schwarz Group: Outlet data, 2009/10-2013/14 (continued)
                                                                                                                                                                                                                                                                                                                                                                          • Retail offering

                                                                                                                                                                                                                                                                                                                                                                          European Retail Briefing - November 2014

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