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European Retail Briefing - November 2015

This review looks at:

  • An analyst comment about Amazon Pantry and Lidl Vorratsbox and their likely impact on the online grocery sector.
  • An overview of the the latest European retail sales data across the five major European economies.
  • A profile of hard discounter, Aldi. This is taken from our soon-to-be published Supermarket - Europe, November 2015 report.
  • Monthly headlines and retail news analysis across Europe.

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Table of contents

  1. Analyst Comment

    • Amazon Pantry – Lidl Vorratsbox
      • Ambient temperature only
        • Lidl’s Vorratsbox
          • First step to online grocery?
            • UK a bigger challenge
              • Cost
                • Where next?
                • European Retail Sales

                  • Key points
                    • Retail sales
                      • Figure 1: Major European economies: Year-on-year retail sales value growth, 2014-15
                      • Figure 2: Major European economies: Year-on-year retail sales volume growth, 2014-15
                    • Inflation
                      • Figure 3: Major European economies: All items CPI, 2014-15
                      • Figure 4: Major European economies: Food price inflation, 2014-15
                  • Headlines for the Month

                    • Grocers
                      • Clothing retailers
                        • Department stores
                          • Electrical retailing
                            • Furniture and homeware retailing
                              • Home shopping
                                • Health and beauty retailing
                                  • Shopping locations
                                  • News Analysis – Food

                                    • Convenience stores
                                      • UK: McColl’s to divest 100 newsagents
                                        • UK: One Stop to participate in Black Friday
                                          • UK: Rebranded My Local stores open their doors
                                            • Grocers
                                              • Belgium: Carrefour introduces free home delivery for pregnant women
                                                • Belgium: Delhaize
                                                  • …introduces food saving project
                                                    • …revenues grow 2.3%
                                                      • Europe: Eataly to expand into new European countries
                                                        • France: Auchan reveals plans for €1bn investment in hypermarkets
                                                          • France: Carrefour
                                                            • …hails ‘excellent’ third quarter
                                                              • …introduces robot in store
                                                                • …opens first airport store
                                                                  • France: Casino makes ‘significant improvement’ in France
                                                                    • France: Système U launches new personalised website
                                                                      • Germany: Lidl launches Vorratsbox
                                                                        • Germany: Metro AG revenues fall 1.1% in Q4
                                                                          • Germany: Rewe invests in expansion
                                                                            • Ireland: Lidl unveils new concept in Ireland
                                                                              • Portugal: Jerónimo Martins sales rise 9%
                                                                                • Russia: X5 Retail Group partners with Euroset
                                                                                  • Spain: Dia reports strong third quarter
                                                                                    • Sweden: Axfood drives growth of 6.7%
                                                                                      • Switzerland: Aldi lays out expansion plans
                                                                                        • UK: Asda
                                                                                          • …announces Project Renewal
                                                                                            • …hires Sainsbury’s retail and operations director
                                                                                              • …may scale back Black Friday involvement
                                                                                                • …unveils Halloween VR experience
                                                                                                  • UK: Booths sales decline amid competitive market
                                                                                                    • UK: Morrisons
                                                                                                      • …implements food donation programme
                                                                                                        • …sales fall 2.0% in Q3
                                                                                                          • UK: Sainsbury’s
                                                                                                            • …experiments with new formats
                                                                                                              • …outperforms the grocery market again
                                                                                                                • UK: Tesco
                                                                                                                  • …changes ‘Price Promise’ to ‘Brand Guarantee’
                                                                                                                    • …launches Arcadia brands in Extra stores
                                                                                                                      • UK: Waitrose
                                                                                                                        • …launches standalone Kitchen website
                                                                                                                          • …Mark Price stands down
                                                                                                                            • Other food and drink specialists
                                                                                                                              • France: Biocoop plans forty new store openings
                                                                                                                                • Italy: New French fine food store opens in Rome
                                                                                                                                  • UK: Greggs eyes expansion to 2,000 outlets
                                                                                                                                    • UK: Majestic Wine introduces simpler pricing proposition
                                                                                                                                    • News Analysis – Non-Food

                                                                                                                                      • Clothing retailing
                                                                                                                                        • Germany: Hugo Boss profits down 13%
                                                                                                                                          • Ireland: Carraig Donn opens first UK store
                                                                                                                                            • UK: All Saints sales grow 6%
                                                                                                                                              • UK: Brantano and Jones Bootmaker sold for £12m
                                                                                                                                                • UK: Burberry
                                                                                                                                                  • …moves production to Leeds
                                                                                                                                                    • …to merge Prorsum, Brit and London labels
                                                                                                                                                      • UK: Harris Tweed’s golfing range drives growth
                                                                                                                                                        • UK: Hunter Boot revenues rise 17%
                                                                                                                                                          • UK: Jack Wills founder back at the helm as losses widen
                                                                                                                                                            • UK: M&Co hosts Yours Clothing concession
                                                                                                                                                              • UK: Mothercare UK like-for-like sales up 6.5%
                                                                                                                                                                • UK: New Look
                                                                                                                                                                  • …revenues rise 5.9%
                                                                                                                                                                    • …to open at least 15 menswear stores in 2016
                                                                                                                                                                      • UK: Oasis to unveil new London concept store
                                                                                                                                                                        • UK: Office doubles profits despite investments
                                                                                                                                                                          • UK: Pandora UK revenues surge 50.5%
                                                                                                                                                                            • UK: Pep&Co founder to launch a new discount variety chain
                                                                                                                                                                              • UK: Primark revenues rise 8%
                                                                                                                                                                                • UK: Reiss
                                                                                                                                                                                  • …plots international expansion following record sales
                                                                                                                                                                                    • …profits surge on the back of organic growth
                                                                                                                                                                                      • UK: Scarlett & Jo launches e-commerce site
                                                                                                                                                                                        • UK: Shoe Zone trades well in the second half
                                                                                                                                                                                          • UK: Superdry retail revenues surge 30.9%
                                                                                                                                                                                            • UK: Topshop hosts 3D printed jewellery pop-up
                                                                                                                                                                                              • UK: Whistles hosts dedicated menswear pop-up
                                                                                                                                                                                                • Multi-sector retailing
                                                                                                                                                                                                  • Eastern Europe: Marks and Spencer scales back Eastern European operations
                                                                                                                                                                                                    • UK: Home Retail warns on profits as Black Friday approaches
                                                                                                                                                                                                      • UK: Marks and Spencer’s
                                                                                                                                                                                                        • …delivers ‘good’ underlying profit growth
                                                                                                                                                                                                          • …unveils Sparks loyalty scheme
                                                                                                                                                                                                            • …releases ‘mobile-first’ Christmas campaign
                                                                                                                                                                                                              • UK: Matalan warehousing issues hit profits
                                                                                                                                                                                                                • UK: Next Q3 brand sales rise 6.0%
                                                                                                                                                                                                                  • Department stores
                                                                                                                                                                                                                    • Ireland: Selfridges acquires Arnotts department store
                                                                                                                                                                                                                      • UK: Bhs exploring sale of Oxford Street flagship
                                                                                                                                                                                                                        • UK: Debenhams delivers profit in line with expectations
                                                                                                                                                                                                                          • UK: Fenwick reports falling sales and profits
                                                                                                                                                                                                                            • UK: Harrods luxury brand focus drives sales up 1.2%
                                                                                                                                                                                                                              • UK: John Lewis unveils Christmas Man on the Moon advert
                                                                                                                                                                                                                                • UK: Liberty to launch new brand collaborations
                                                                                                                                                                                                                                  • UK: Selfridges reports 4.3% rise in sales
                                                                                                                                                                                                                                    • DIY retailing
                                                                                                                                                                                                                                      • UK: Travis Perkins sales grow 5.5%
                                                                                                                                                                                                                                        • Electrical retailing
                                                                                                                                                                                                                                          • France: Fnac
                                                                                                                                                                                                                                            • … acquisition of Darty could generate €85m in annual synergies
                                                                                                                                                                                                                                              • …and Darty agree on offer terms
                                                                                                                                                                                                                                                • …revenues up 0.6% in France
                                                                                                                                                                                                                                                  • Germany: Media-Saturn trials smaller high-tech stores
                                                                                                                                                                                                                                                    • Netherlands: Relevant Holdings takes over from BAS Group
                                                                                                                                                                                                                                                      • UK: Currys PC World trials collection in Carphone Warehouse stores
                                                                                                                                                                                                                                                        • Furniture and homeware retailing
                                                                                                                                                                                                                                                          • Finland: Ikea to start leasing furniture to offices
                                                                                                                                                                                                                                                            • Norway: Cafom Group acquires 8 Habitat franchise stores
                                                                                                                                                                                                                                                              • UK: Carpetright sales rise 2.5%
                                                                                                                                                                                                                                                                • UK: Habitat unveils redesigned flagship store
                                                                                                                                                                                                                                                                  • UK: Ikea creates animated films for toy launch
                                                                                                                                                                                                                                                                    • Home shopping
                                                                                                                                                                                                                                                                      • France: Cnova Q3 net sales grow 9.1%
                                                                                                                                                                                                                                                                        • Germany: Zalando trials new features on mobile app
                                                                                                                                                                                                                                                                          • UK: Asos revenues climb 18%
                                                                                                                                                                                                                                                                            • UK: EBay and Argos extend partnership
                                                                                                                                                                                                                                                                              • UK: Missguided generates £4m from personalisation
                                                                                                                                                                                                                                                                                • UK: N Brown first-half revenues rise 4.2%
                                                                                                                                                                                                                                                                                  • UK: Photobox sold for £400m
                                                                                                                                                                                                                                                                                    • UK: Shop Direct profits surge 78%
                                                                                                                                                                                                                                                                                      • Health and beauty retailing
                                                                                                                                                                                                                                                                                        • France: Sephora unveils connected convenience store
                                                                                                                                                                                                                                                                                          • UK: Well completes rebrand of 782 pharmacies
                                                                                                                                                                                                                                                                                            • Toy and games retailing
                                                                                                                                                                                                                                                                                              • UK: GAME full-year revenues up 0.6%
                                                                                                                                                                                                                                                                                                • UK: Hamleys
                                                                                                                                                                                                                                                                                                  • …owners in negotiations to sell business
                                                                                                                                                                                                                                                                                                    • …sale agreed
                                                                                                                                                                                                                                                                                                      • UK: Toys R Us reports first profit growth in five years
                                                                                                                                                                                                                                                                                                        • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                          • UK: Go Outdoors benefits from the ‘glamping’ trend
                                                                                                                                                                                                                                                                                                            • UK: Mountain Warehouse sales rise as it announces China launch
                                                                                                                                                                                                                                                                                                              • UK: North Face opens new Regent Street flagship
                                                                                                                                                                                                                                                                                                                • UK: Wiggle UK sales surge 26%
                                                                                                                                                                                                                                                                                                                  • Greetings cards and stationary retailing
                                                                                                                                                                                                                                                                                                                    • UK: Paperchase secures £50m funding
                                                                                                                                                                                                                                                                                                                      • UK: WH Smith focuses on profits as high street sales slip
                                                                                                                                                                                                                                                                                                                        • Pet retailing
                                                                                                                                                                                                                                                                                                                          • UK: Pets at Home revenues grow 6.0%
                                                                                                                                                                                                                                                                                                                            • Shopping locations
                                                                                                                                                                                                                                                                                                                              • France: Galeries Lafayette expands outlet format
                                                                                                                                                                                                                                                                                                                                • UK: Bradford Broadway opens its doors
                                                                                                                                                                                                                                                                                                                                  • UK: Intu boasts of improved occupancy rates
                                                                                                                                                                                                                                                                                                                                    • UK: Retail footfall improves as Christmas nears
                                                                                                                                                                                                                                                                                                                                      • Economy
                                                                                                                                                                                                                                                                                                                                        • UK: Government to launch price comparison consultation
                                                                                                                                                                                                                                                                                                                                          • UK: Retailers divided over Sunday trading debate
                                                                                                                                                                                                                                                                                                                                            • UK: Retail sales rise 3.4% in September
                                                                                                                                                                                                                                                                                                                                              • UK: Retail sales slow to 0.9% in October
                                                                                                                                                                                                                                                                                                                                                • UK: September retail sales boosted by bank holiday
                                                                                                                                                                                                                                                                                                                                                • Supermarkets – Aldi

                                                                                                                                                                                                                                                                                                                                                    • What we think
                                                                                                                                                                                                                                                                                                                                                      • Aldi Sud still the innovator
                                                                                                                                                                                                                                                                                                                                                        • The UK
                                                                                                                                                                                                                                                                                                                                                          • Costs
                                                                                                                                                                                                                                                                                                                                                            • Online
                                                                                                                                                                                                                                                                                                                                                              • Everywhere else
                                                                                                                                                                                                                                                                                                                                                                • Company background
                                                                                                                                                                                                                                                                                                                                                                  • Company performance
                                                                                                                                                                                                                                                                                                                                                                    • Figure 5: Aldi: Group financial performance, 2010-14
                                                                                                                                                                                                                                                                                                                                                                    • Figure 6: Aldi: Outlet data, 2010-14
                                                                                                                                                                                                                                                                                                                                                                  • Retail offering

                                                                                                                                                                                                                                                                                                                                                                  European Retail Briefing - November 2015

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