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food and foodservice
- Food Retailing - Europe - November 2011
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Mintel European Retail Intelligence provides independent, expert coverage of the major retail sectors throughout Europe. Each title in this series analyses retailing trends in up to 19 European markets, including the Scandinavian nations and Eastern European countries such as the Czech Republic and Poland as well as the major Western European markets.
The coverage provided by each report is as accurate, relevant and up-to-date as possible, combining in-house sector expertise with retailer performance data, taken directly from industry and trade sources.
With titles ranging from 'DIY Retailing in Europe' through to 'Food Retailing in Europe', each market examination includes studies of:
- background economic and demographic data
- market sizes
- regional retailing trends and issues
- market drivers
- consumer expenditure
- consumer trends
- leading pan-European retailers
- domestic retailers
- market forecasts
Report Scope
Technical notes
Definitions
Store definitions
Financial definitions
Currencies
Country codes
Figure 1: Country codes
VAT
Figure 2: Europe: Standard VAT rates, 2010/11
Other abbreviations
European Summary and Outlook
Spending on food
Figure 3: Europe: Spending on food, drink and tobacco by country, 2009-10
Figure 4: Europe: Spending on food per capita, 2010
Food retailers’ sales
Figure 5: Europe: Sales by food retailers, 2009-10
Consumer research
Where do consumers shop?
Figure 6: Shops used regularly/occasionally by country, GB, France, Germany, Spain, 2010
What makes consumers choose a particular supermarket?
Figure 7: Deciding factors in shopping for food, drink and household products, by country, 2010
Leading players
Figure 8: Europe: Leading food retailers, 2010
Market shares
Figure 9: Leading retailers market shares, 2010
Concentration
Figure 10: Europe: Share of top five food retailers, by country, 2010
Where next?
Back into recession?
Consumer confidence
Germany
France
Italy
Spain
UK
Online
Austria
The market: Economic background
The market: Consumer spending on groceries
Figure 11: Austria: Consumer spending on food, beverages and tobacco, 2006-10
The market: Sector size and forecast
Figure 12: Austria: Food retailers’ sales, 2006-10
Figure 13: Austria: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 14: Austria: Leading food retailers and market shares, 2010/11
Belgium
The market: Economic background
The market: Consumer spending on groceries
Figure 15: Belgium: Consumer spending on food, beverages and tobacco, 2006-10
The market: Sector size and forecast
Figure 16: Belgium: Food retailers’ sales, 2006-10
Figure 17: Belgium: Food retailers’ sales forecasts, 2011-16
Leading retailers and market shares
Figure 18: Belgium: Leading food retailers and market shares, 2010/11
Czech Republic
The market: Economic background
The market: Consumer spending on groceries
Figure 19: Czech Republic: Consumer spending on food, beverages and tobacco, 2006-10
The market: Sector size and forecast
Figure 20: Czech Republic: Food retailers’ sales, 2006-10
Figure 21: Czech Republic: Food retailers’ sales forecast, 2011-2016
Leading retailers and market shares
Figure 22: Czech Republic: Leading food retailers and market shares, 2010/11
Denmark
The market: Economic background
The market: Consumer spending on groceries
Figure 23: Denmark: Consumer spending on food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 24: Denmark: Food retailers’ sales, 2006-10
Figure 25: Denmark: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 26: Denmark - Leading food retailers and market shares, 2010
Finland
The market: Economic background
The market: Consumer spending on groceries
Figure 27: Finland: Consumer spending on food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 28: Finland: Food retailers’ sales, 2006-10
Figure 29: Finland: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 30: Finland: Leading food retailers and market shares, 2010
France
Executive Summary
The market: Economic background
Population forecast
Figure 31: France: Over 65s as % total French population, 1950-2030
The economy
Figure 32: France: Quarterly GDP growth, 1991-2011 (Q2)
Figure 33: France: Indicator of consumer confidence, January 2007-September 2011
Inflation
Figure 34: France - Inflation in food and other major categories, 2006-11 (Sept)
Figure 35: France - Percentage change in Consumer Price Index vs average wages, 2006-11
The market: Consumer spending on groceries
Food spending in context
Figure 36: France: Consumer spending on food and selected other goods, 2006-10
Food vs all consumer spend
Figure 37: France - Spending on food and drink as % all household consumer spending, 2005-10
Food vs eating out
Figure 38: France - Spending on food relative to spending on eating out, 2005-10
The market: The food retailers
Retail sales and forecast
Figure 39: France: Food retailers’ sales, 2006-10
Figure 40: France: Food retailers’ sales, 2011-16
The market: Online
Figure 41: France: Top transactional food and drink websites, by number of visits, July 2011
Retailers and market shares: Leading retailers
Carrefour’s prolonged malaise
Consumers remain cautious
Hard discounting
Figure 42: France: Leading food retailers, 2010/11
Leading retailers and market shares
Figure 43: France: Food retailers’ market shares, 2010
The consumer: What they look for
Figure 44: Deciding factors in shopping for food, drink and household products, France, 2010
The consumer: Where they shop
Figure 45: Shops used regularly/occasionally, France, 2008-10
Germany
Executive summary
The market: Economic background
Demographics
Implications for food retailers
The economy
Implications for food retailers
Consumer prices inflation
Figure 46: Germany: Consumer prices inflation, Jan 2006 -Oct 2011
The market: Consumer spending
Figure 47: Germany: Households’ consumer spending on food and selected categories, 2006-10
Figure 48: Germany: Spending on food and restaurants as % of total households’ consumption expenditure, 2006-10
Figure 49: Spending on food and non-alcoholic beverages as % of total households’ consumption expenditure in Germany, France, and Spain, 2006-10
The market: The food retailers
Economic outlook
Retail sales and forecasts
Figure 50: Germany: Food retailers’ sales, 2006-10
Figure 51: Germany: Food retailers’ sales forecasts. 2011-16
Outlet and enterprise data
Figure 52: Germany: Retail enterprises, 2006-09
The market: Online
Figure 53: Germany: Online shopping penetration, 2006-10
Figure 54: Germany: % of consumers shopping online for groceries regularly/occasionally, 2010
Leading retailers and market shares
Discounters continue to grow share
Figure 55: Germany: Leading discounters’ aggregate share of grocers’ retail sales, 2006-10
Discounters’ performance
Improved product offers to drive footfall
Expansion and contraction
Limited potential for online
Unconventional retail structures
Figure 56: Germany: Leading food retailers, 2010/11
Market shares
Figure 57: Germany: Food retailers’ market shares, 2010/11
The consumer: What they look for
Figure 58: Germany: Ten most important deciding factors in shopping for food, drink and household products, 2010
Figure 59: Germany: Deciding factors in shopping for food, drink and household products, 2006-10
The consumer: Where they shop
Figure 60: Germany: Shops used regularly/occasionally, 2008-10
Greece
The market: Economic background
The market: Consumer spending on groceries
Figure 61: Greece: Consumer spending on food, beverages and tobacco, 2006-10
The market: Sector size and forecast
Figure 62: Greece: Food retailers’ sales, 2006-10
Figure 63: Greece: Food retailers’ sales forecasts, 2011-16
Leading retailers and market shares
Figure 64: Greece: Leading food retailers and market shares, 2010/11
Hungary
The market: Economic background
The market: Consumer spending on groceries
Figure 65: Hungary: Consumer spending on Food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 66: Hungary: Food retailers’ sales, 2006-10
Figure 67: Hungary: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 68: Hungary: Leading food retailers and market shares, 2010
Italy
Executive summary
Food prices rise in 2011
Retail outlook and forecasts
Conad closes the gap on Co-op Italia
Lack of confidence from foreign investors
Still a fragmented sector
Online
The market: Economic background
GDP
Consumer prices
Figure 69: Italy: Consumer prices inflation, Jan 2006-Oct 2011
Consumer spending and confidence
Population
Implications for food retailers
The market: Consumer spending on groceries
Figure 70: Italy: Consumer spending, % change in main categories, 2006-10
Figure 71: Italy: Consumer spending on food and drink as % of all consumer spending, 2000-10
Figure 72: Italy: Household consumer spending on food and drink and other select categories, 2006-10
The market: The food retailers
Economic and consumer spending outlook
Retail outlook and forecasts
Figure 73: Italy: Food retailers’ sales, 2006-16
Outlet and enterprise data
Figure 74: Italy: Retail outlet numbers by format, 2007-09
Figure 75: Italy: Retail enterprise numbers, 2003-07
The market: Online
Online shopping: penetration levels
Figure 76: Italy: Online shopping penetration, 2005-10
Figure 77: Italy: Level of internet access, 2010
Leading retailers and market shares
Still a fragmented sector
Protection for smaller players
Conad closes the gap on Coop Italia
Esselunga overtakes Auchan
Rewe to scale back
French operators fail to shine
Lidl stands out in the international pack
Figure 78: Italy: Leading food retailers, 2010/11
Market shares
Figure 79: Italy: Leading food retailers’ market shares, 2009 and 2010
Netherlands
The market: Economic background
The market: Consumer spending on groceries
Figure 80: Netherlands: Consumer spending on food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 81: Netherlands: Food retailers’ sales, 2006-10
Figure 82: Netherlands: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 83: Netherlands Leading food retailers and market shares, 2010
Norway
The market: Economic background
The market: Consumer spending on groceries
Figure 84: Norway: Consumer spending on food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 85: Norway: Food retailers’ sales, 2006-10
Figure 86: Norway: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 87: Norway: Leading food retailers and market shares, 2010
Poland
The market: Economic background
The market: Consumer spending on groceries
Figure 88: Poland: Consumer spending on food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 89: Poland: Food retailers’ sales, 2006-10
Figure 90: Poland: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 91: Poland: Leading food retailers, 2010
Portugal
The market: Economic background
The market: Consumer spending on groceries
Figure 92: Portugal: Consumer spending on food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 93: Portugal: Food retailers’ sales, 2006-10
Figure 94: Portugal: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 95: Portugal Leading food retailers and market shares, 2010
Republic of Ireland
The market: Economic background
The market: Consumer spending on groceries
Figure 96: Republic of Ireland: Consumer spending on food, beverages and tobacco, 2006-10
The market: Sector size and forecast
Figure 97: Republic of Ireland: Food retailers’ sales, 2006-10
Figure 98: Republic of Ireland: Food retailers’ sales forecasts, 2011-16
Leading retailers and market shares
Figure 99: Republic of Ireland: Leading food retailers and market shares, 2010/11
Spain
Executive summary
Pricing activity eases
Own brand investment steps up
Hypermarkets in the doldrums
Retail outlook and forecasts
Mercadona opens up its lead
Consumers looking for low prices
The market: Economic background
GDP
Consumer prices
Figure 100: Spain: Consumer prices inflation, Jan 2006 – Oct 2011
Own brand development
Consumer spending and confidence
Population
Implications for food retailers
The market: Consumer spending on groceries
Figure 101: Spain: Consumer spending, growth in main categories, 2005-09
Figure 102: Spain: Consumer spending on food and drink as % of all consumer spending, 2000-09
Figure 103: Spain: Consumer spending on food and drink and other select categories, 2005-09
The market: The food retailers
Economic and consumer spending outlook
Retail outlook and forecasts
Figure 104: Spain: Food retailers’ sales, 2006-16
Outlet and enterprise data
Figure 105: Spain: Retail enterprise numbers, 2005-09
Figure 106: Spain: Enterprise and outlet numbers, 2009
Store numbers by format
Figure 107: Spain: Hypermarkets, 1973-2010
The market: Online
Grocery e-commerce in its infancy
Website usage
Figure 108: Spain: Top three retail websites for food, July 2011
Online shopping: Penetration levels
Figure 109: Spain: Online shopping penetration, 2003-10
Leading retailers and market shares
Margin protection in 2010
Discounter and regional supermarkets hold up well
Mercadona reinforces its market leadership
Hypermarkets continue to struggle
Eroski loses market share too
Dinosol’s future looking uncertain
Figure 110: Spain: Leading food retailers, 2010/11
Market shares
Figure 111: Spain: Leading food retailers’ market shares, 2009 and 2010
The consumer: What they look for
Figure 112: Most important deciding factors in shopping for food, drink and household products, Spain, 2010
Figure 113: Deciding factors in shopping for food, drink and household products, Spain, 2006-10
The consumers: Where they shop
Spanish consumers shop under several roofs
Figure 114: Shops used regularly/occasionally, Spain, 2010
But they prefer high street to out-of-town supermarkets
Figure 115: Which supermarkets consumers shop regularly, Spain, GB, Germany and France, 2010
Figure 116: Which other food channels consumers shop regularly, Spain, GB, Germany and France, 2010
Sweden
The market: Economic background
The market: Consumer spending on groceries
Figure 117: Sweden: Consumer spending on food, beverages & tobacco, 2006-10
The market: Sector size and forecast
Figure 118: Sweden: Food retailers’ sales, 2006-10
Figure 119: Sweden: Food retailers’ sales forecast, 2011-16
Leading retailers and market shares
Figure 120: Sweden: Leading food retailers and market shares, 2010
Switzerland
The market: Economic background
The market: Consumer spending on groceries
Figure 121: Switzerland: Consumer spending on food, beverages and tobacco, 2006-10(e)
The market: Sector size and forecast
Figure 122: Switzerland: Food retailers’ sales, 2006-10
Figure 123: Switzerland: Food retailers’ sales forecasts, 2011-16
Leading retailers and market shares
Figure 124: Switzerland: Leading food retailers and market shares, 2010/11
UK
ONS data and definitions
Financial definitions
Abbreviations
Executive summary
The market
Tough times
Food retailers
Forecast
Figure 125: Food retailers’ sales, 2006-16
The big get bigger
Competition – smoke and mirrors
Online
Non-foods and services
The consumer
Customer profiles
Figure 126: UK: Profile of primary shoppers of main supermarkets, August 2011
What drives store choice?
Supermarkets and the recession
Figure 127: Consumers: “How do you feel about your finances?”by supermarkets used, July 2011
Consumers and the recession
Figure 128: Consumer attitudes towards grocery shopping, August 2011
Companies, brands and innovation
Brands
Leading retailers
Figure 129: Channels of distribution for food and drink, 2010 (est)
Figure 130: Top 5 food retailers, market share, 2010
What we think
Issues in the market
What size store?
The superstore – discounter dynamic
Appearance or reality?
To take some recent examples:
The end of the line for loyalty cards?
Building trust
Future opportunities
Survival Skills
Guiding Choice
Who’s innovating?
Shopping experience
Specialist skills on show
Figure 131: Marks & Spencer (food): High Street, Kensington, store
Inspire trend: Experience Is All
Self-scanning
Figure 132: Tesco shopping wall in South Korea
Asda supermarket
Figure 133: Asda Supermarket, Harrow
Broadening the offer
International brands
Moves into food service
Promotions
Checkout coupons
Pre-pay discounts
Inspire trend: Let’s Make A Deal
The market: Economic background
Key points
Population forecast
Figure 134: UK: Over 65s as % total UK population, 1991-2020
The economy
Figure 135: UK: Quarterly GDP growth, 1991-2011 (Q3)
Figure 136: UK: GfK NOP Consumer confidence index, January 2007-October 2011
Inflation
Figure 137: Inflation in food and other major categories, 2006-11 (Sept)
Figure 138: Percentage change in Retail Prices Index vs Earnings, 2008-11
The market: Consumer spending on groceries
Key points
Food spending in context
Figure 139: UK: Consumer spending on selected major food categories, 2006-10
Figure 140: UK: Comparison of spending on food and other major categories, 2006-10
Food vs all consumer spend
Figure 141: Spending on food and drink as % all consumer spending, 2006-11
Food vs eating out
Figure 142: Spending on food relative to spending on eating out, 2005-10
The market: Food retailers’product mix
Figure 143: UK: Food retailers, product mix, 2010 (est)
The market: Sector sales and forecast
Figure 144: Food retailers’ sales* at current and constant prices, 2006-16
Figure 145: Food retailers’ sales, 2006-16
Forecast methodology
The retailers: Channels of distribution
Key points
Figure 146: Food, drink and tobacco – channels of distribution, 2010 (est)
The retailers: Leading retailers
Key points
A tough climate
Quality counts
Hard discounters and Iceland
Convenience stores
Figure 147: UK: Leading Food Retailers, 2010/11
The retailers: Market shares
Key points
Figure 148: Leading UK food retailers, estimated non-retail share of sales, 2009 and 2010
Figure 149: Leading UK food retailers’ market shares as share of all food retail specialists’ sales, 2009 and 2010
The retailers: Online
Key points
Who shops online?
Figure 150: Proportion of adult population shopping online, 2003-11 (July)
Figure 151: Online groceries: Age profile of shoppers, 2006 and 2011
Figure 152: Internet penetration, 2001-11
Major players
Market size
Figure 153: UK: Food retailers’ Online sales, 2009-11(est)
Internet usage
Figure 154: UK: Top 20 transactional food and drink websites, by number of visits, August 2011
Figure 155: UK: Growth in unique visitor numbers year-on-year for the top 5 transactional food and drink websites, January 2010-September 2011
The retailers: Advertising and promotion
Key points
Strong growth in ad spend
Figure 156: Main media advertising spend, by leading grocery retailers, 2007-10
Spending relative to turnover
Figure 157: Leading grocers’ advertising spending as % of turnover, 2007-10
Spending by media
Figure 158: Leading grocers’ main media advertising distribution, by media, 2010
Advertising content
The consumer: Brand research
Brand map
Figure 159: Attitudes towards and usage of food retail brands, August 2011
Brand attitudes
Figure 160: Attitudes by food retail brand, August 2011
Brand personality
Figure 161: Food retail brand personality – macro image, August 2011
Figure 162: Food retail brand personality – micro image, August 2011
Correspondence analysis
Brand experience
Figure 163: Food retail brand usage, August 2011
Figure 164: Satisfaction with various food retail brands, August 2011
Figure 165: Consideration of food retail brands, August 2011
Figure 166: Consumer perceptions of current food retail brand performance, August 2011
Figure 167: Food retail brand recommendation – Net Promoter Score, August 2011
Brand index
Figure 168: Food retail brand index, August 2011
Figure 169: Food retail brand index vs. recommendation, August 2011
Target group analysis
Figure 170: Target groups, August 2011
Figure 171: Food retail brand usage, by target groups, August 2011
Figure 172: Food retail brand usage, by target groups, August 2011
Group One – Conformists
Group Two – Simply the Best
Group Three – Shelf Stalkers
Group Four – Habitual Shoppers
Group Five – Individualists
The consumer – Who shops where?
Key points
Primary shoppers
Figure 173: Usage of outlets for main grocery shop, August 2011
Figure 174: UK: Profile of primary shoppers of main supermarkets, August 2011
Figure 175: UK: Profile of primary shoppers of main supermarkets, 2006 and 2011
Secondary shoppers
Figure 176: Usage of supermarkets for top up shop, August 2011
Figure 177: UK: Profile of secondary shoppers, August 2011
Store usage 2006-11
Figure 178: Usage of superstores for primary shopping trips, 2006 and 2011
Figure 179: Usage of stores for secondary shopping trips, 2006 and 2011
Type of stores used
Figure 180: Great Britain: Shops used regularly/occasionally, 2009 and 2010
The consumer – The key factors for choosing a store
Key points
Figure 181: Aspects most important when you do your main grocery shop, August 2011
Figure 182: Usage of outlets for main shop, by aspects most important when you do your main grocery shop, August 2011
Figure 183: Aspects most important when you do your main grocery shop, by usage of supermarkets for main shop, August 2011
Factors in choosing a supermarket
Figure 184: Deciding factors in shopping for food, drink and household products, GB, 2010
The consumer – Attitudes towards grocery shopping
Key points
Figure 185: Consumer attitudes towards grocery shopping, August 2011
Figure 186: Profile of consumers with particular attitudes, August 2011
Attitudes vs shops used
Figure 187: Consumer attitudes towards grocery shopping, by usage of supermarkets for main shop, August 2011
Appendix – The consumer – Brand research
Figure 188: Store usage, August 2011
Figure 189: Store commitment, August 2011
Figure 190: Store momentum, August 2011
Figure 191: Store diversity, August 2011
Figure 192: Store satisfaction, August 2011
Figure 193: Store recommendation, August 2011
Figure 194: Store attitude, August 2011
Figure 195: Store image – macro image, August 2011
Figure 196: Store image – micro image, August 2011
Figure 197: Profile of target groups, by demographic, August 2011
Figure 198: Psychographic segmentation, by target group, August 2011
Figure 199: Store usage, by target group, August 2011
Brand index
Figure 200: Store index
Appendix – The consumer – Who shops where?
Figure 201: Usage of supermarkets for main shop, by demographics, August 2011
Figure 202: Most popular usage of supermarkets for top up shop, by demographics, August 2011
Figure 203: Next most popular usage of supermarkets for top up shop, by demographics, August 2011
Appendix – The consumer – Key factors for choosing a store
Figure 204: Aspects most important when you do your main grocery shop, by demographics, August 2011
Appendix – The consumer – Attitudes towards grocery shopping
Figure 205: Most popular consumer attitudes towards grocery shopping, by demographics, August 2011
Figure 206: Next most popular consumer attitudes towards grocery shopping, by demographics, August 2011
Figure 207: Other consumer attitudes towards grocery shopping, by demographics, August 2011
Ahold Group
Strategic evaluation
Sacrificing margin to maintain share
Cautious move into Belgium
Germany may follow too
Recovery in Central Europe
Background
Company performance
Figure 209: Ahold Group: Retail division financial performance, 2006-10
Albert Heijn Arena
Retail banners: Albert Heijn, Etos, Gall & Gall
Central Europe Arena
Retail banners: Albert
Figure 210: Ahold Group: Outlet data, 2006-10
Store formats
Albert Heijn
Albert
Etos
Gall & Gall
Hypernova
Retail offering
e-commerce and home shopping
Aldi (Europe)
Strategic evaluation
Challenges at home
Mature markets provide robust growth
Still much scope for growth
Figure 212: Aldi: Stores per million capita in selected European countries, 2010
Downturn favours discounters in the UK?
Background
Company performance
Figure 213: Aldi (Europe): Group sales performance, 2006-10
Figure 214: Aldi (Europe): Outlet data, 2006-10
Figure 215: Aldi (Austria): Sales as share of all food retailers' sales in Austria, 2006-10
Figure 216: Aldi (Belgium): Sales as share of all food retailers' sales in Belgium, 2006-10
Figure 217: Aldi (Denmark): Sales as share of all food retailers' sales in Denmark, 2006-10
Figure 218: Aldi (France): Sales as share of all food retailers' sales in France, 2006-10
Figure 219: Aldi (Germany): Sales as share of all food retailers' sales in Germany, 2006-10
Figure 220: Aldi (Ireland): Sales as share of all food retailers' sales in Ireland, 2006-10
Figure 221: Aldi (Netherlands): Sales as share of all food retailers' sales in The Netherlands, 2006-10
Figure 222: Aldi (Portugal): Sales as share of all food retailers' sales in Portugal, 2006-10
Figure 223: Aldi (Spain): Sales as share of all food retailers' sales in Spain, 2006-10
Figure 224: Aldi (Switzerland): Sales as share of all food retailers' sales in Switzerland, 2006-10
Figure 225: Aldi (UK): Sales as share of all food retailers' sales in the UK, 2006-10
Store format
Retail offering
E-commerce and home shopping
Asda Group
Strategic evaluation
Sales development lags behind its rivals
Discounter danger
Smaller stores, bigger expansion potential
Prospects
Background
Company performance
Figure 227: Asda Group Ltd: Group financial performance, 2006-10
Figure 228: Asda Group Ltd: Outlet data, 2006-10
Store formats
Smaller stores
Customer profile
Figure 229: Asda: Primary shoppers, by gender, age and socio-economic group, August 2011
Figure 230: Asda: Primary shoppers, by region and acorn group, August 2011
Figure 231: Asda: Secondary Shoppers by gender, age and socio-economic group, August 2011
Figure 232: Asda: Secondary shoppers, by region and acorn group, August 2011
Retail offering
e-commerce and home shopping
Figure 233: Asda.co.uk: Online consumer demographics, three month average to August 2011
Auchan
Strategic evaluation
Further margin loss in tough climate
Beefs up supermarkets and enters neighbourhood
E-commerce is growing rapidly
Background
Company performance
Figure 235: Auchan: Group financial performance, 2006-10
Figure 236: Auchan: Estimated European sales, by country, 2006-10
Figure 237: Auchan: Outlet data, 2006-10
Figure 238: Auchan: Sales as share of all food retailers’ sales in France, 2006-10
Figure 239: Auchan: Sales as share of all food retailers’ sales in Hungary, 2006-10
Figure 240: Auchan: Sales as share of all food retailers’ sales in Italy, 2006-10
Figure 241: Auchan: Sales as share of all food retailers’ sales in Poland, 2006-10
Figure 242: Auchan: Sales as share of all food retailers’ sales in Portugal, 2006-10
Figure 243: Auchan: Sales as share of all food retailers’ sales in Spain, 2006-10
Store formats
Retail offering
e-commerce and home shopping
Carrefour
Strategic evaluation
Losing market share
Reviving mature markets
1. Price
2. Formats
Figure 245: Beauty section, Carrefour Planet, Milan
3. Products
Dia spun off
Background
Company performance
Figure 246: Carrefour (Europe): Group financial performance, 2006-10
Figure 247: Carrefour (Europe): Sales contribution by territory, 2009 and 2010
Figure 248: Carrefour (Europe): Directly-operated outlet data, 2006-10
Figure 249: Carrefour (Europe): Company-operated sales area distribution 2009 and 2010
Figure 250: Carrefour (Europe): Total European outlet numbers by territory (incl. franchise/partner stores), 2006-10
France
Figure 251: France: Sales as % all food retailers’ sales, 2006-10
Belgium
Figure 252: Belgium: Sales as % all food retailers’ sales, 2006-10
Greece
Figure 253: Greece: Sales as % all food retailers’ sales, 2006-10
Italy
Figure 254: Italy: Sales as % all food retailers’ sales, 2006-10
Poland
Figure 255: Poland: Sales as % all food retailers’ sales, 2006-10
Portugal
Figure 256: Portugal: Sales as % all food retailers’ sales, 2006-10
Spain
Figure 257: Spain: Sales as % all food retailers’ sales, 2006-10
Romania
Figure 258: Romania: Sales as % all food retailers’ sales, 2006-10
Store formats
Figure 259: Carrefour (Europe): Total European outlet numbers by format (incl. franchise/partner stores), 2006-10
Figure 260: Carrefour (Europe): Total European outlet numbers by format (incl. franchise stores), 2009-10
Figure 261: Carrefour (Europe): Outlet numbers by ownership, format and territory (incl. franchise/partner stores), 2010
Retail offering
E-commerce and home shopping
Casino
Strategic evaluation
May be cutting margins too much
Online developing rapidly
Strength of foreign operations is sustaining profits and investment
Background
Company performance
Figure 263: Casino: Group financial performance, 2006-10
France
Current trading
Figure 264: Casino: Outlet data (excluding franchises), 2006-10
Store formats
Figure 265: Casino: France: Banners, 2010
Retail offering
e-commerce and home shopping
Co-operative Group (Food)
Strategic evaluation
The new estate
Shouting louder
Misjudged campaign
Background
Company performance
Figure 267: Co-operative Group (Food): Group financial performance, 2006/07-2010/11
Figure 268: Co-operative Group (Food): Group financial performance, H1 2010 and h1 2011
Figure 269: Co-operative Group (Food): Outlet data, 2007/11
Consumer profile
Figure 270: Co-operative Group (Food): Secondary-shop consumer profile by gender, age, socio-economic group, August 2011
Figure 271: Co-operative Group (Food): Secondary-shop consumer profile by location, August 2011
Figure 272: Co-operative Group (Food): Secondary-shop consumer profile by ACORN classification, 2011
Retail offering
E-commerce and home shopping
Delhaize Group
Strategic evaluation
Southern European focus
Investing in price and stores
But Belgian growth looks to be faltering
Background
Company performance
Group
Figure 274: Delhaize Group: Group financial performance, 2006-10
Figure 275: Delhaize Group: Group financial performance, H1 2010 & H1 2011
Figure 276: Delhaize Group: European revenues & store numbers by territory, 2009 (inner ring) & 2010 (outer ring)
Figure 277: Delhaize Group: Outlet data, 2006-10
Belgium
Figure 278: Delhaize Group (Europe): Belgian sales as share of food retailers’ sales in Belgium, 2006-10
Figure 279: Delhaize Belgium: Food outlet formats and numbers, 2009-10
Southern Europe
Figure 281: Delhaize Group (Europe): Greek sales as share of food retailers’ sales in Greece, 2006-2010
Figure 282: Delhaize Greece: Food outlet formats and numbers, 2009-10
Figure 284: Delhaize Romania: Food outlet formats and numbers, 2009-10
Retail offering
Belgium
Greece
E-commerce and home shopping
Edeka Group
Strategic evaluation
Points of difference
Own brand
Expansion to continue
Cuckoo in the nest?
Non-food potential
Background
Co-operative structure
Company performance
Figure 286: Edeka Group Germany: Group financial performance, 2006-10
Figure 287: Edeka Group Germany: Outlet data, 2006-10
Retail offering
Netto
Edeka/Marktkauf
E-commerce and home shopping
ICA
Strategic evaluation
Tough period looks set to ease
Tackling the mature markets
Background
Company performance
Figure 289: ICA: Group financial performance, 2006-10
Figure 290: ICA retail: Final retail sales, 2006-10
Figure 291: ICA: Outlet data, 2006-10
Sweden
Figure 293: ICA Sverige: Outlet data, 2009-11
Norway
Figure 295: ICA Norge: Outlet data, 2009-11
Baltics
Retail offering
ICA fascia
E-commerce and home shopping
Iceland Foods
Strategic evaluation
Recent ownership developments
Background
Company performance
Figure 300: Iceland Foods Ltd: Group financial performance, 2006/07-2010/11
Figure 301: Iceland Foods Ltd: Outlet data, 2006/07-2010/11
Consumer profiles
Figure 302: Iceland Foods Ltd: Consumer profile, by gender, age, socio-economic group, August 2011
Figure 303: Iceland Foods Ltd: Consumer profile, by location, August 2011
Figure 304: Iceland Foods Ltd: Consumer profile by ACORN classification, August 2011
Retail offering
E-commerce and home shopping
Groupement des Mousquetaires (Intermarché)
Strategic evaluation
Return to growth
Standing out from the crowd
Can Les Mousquetaires catch Leclerc?
Background
Company performance
Figure 306: Groupement des Mousquetaires: Group sales, 2006-10
Figure 307: Groupement des Mousquetaires: Food outlet data, 2006-10
Store formats
Figure 308: Groupement des Mousquetaires: Food outlets by type, 2010
Figure 309: Groupement des Mousquetaires: Non-food outlet data, 2006-10
Retail offering
e-commerce and home shopping
J Sainsbury
Strategic evaluation
Strong performance
Figure 311: Sainsbury’s Supermarkets: Sales growth, 2006/07-2010/11
Expansion underpins growth
Looking to catch up in non-food
Convenience stores good fit with online
Intensifying price competition
Background
Company performance
Figure 312: Sainsbury’s Supermarkets, 2006/07-2010/11
Figure 313: Sainsbury’s Supermarkets: Outlet data, 2006/07-2010/11
Store formats
Figure 314: Sainsbury’s Supermarkets: Outlets by size, 2006/07-2010/11
Consumer profile
Figure 315: Sainsbury’s: Primary shoppers, by gender, age and socio-economic group, August 2011
Figure 316: Sainsbury’s: Primary shoppers, by region and acorn group, August 2011
Figure 317: Sainsbury’s: Secondary shoppers by gender, age and socio-economic group, August 2011
Figure 318: Sainsbury’s: Secondary shoppers, by region and acorn group, August 2011
Retail offering
e-commerce and home shopping
Figure 319: Sainsburys.co.uk: Online consumer demographics, three month average to August 2011
Jerónimo Martins
Strategic evaluation
Pingo Doce
Biedronka
Background
Company performance
Figure 321: Jerónimo Martins (retail): Financial performance, 2006-10
Figure 322: Jerónimo Martins (retail): Financial performance, H1 2010 and H1 2011
Figure 323: Jerónimo Martins (retail): Outlet data, 2006-10
Retail offering
Pingo Doce
Biedronka
E-commerce and home shopping
E. Leclerc
Strategic evaluation
Strong value proposition
Non-food and new outlets spur growth
Increasing overseas focus
Background
Company performance
Figure 325: E. Leclerc: Group financial performance, 2006-10
Figure 326: E Leclerc: Estimated sales performance in international markets, 2010
Figure 327: E. Leclerc: Outlet data, 2006-10
Figure 328: E. Leclerc: International food outlets, 2006-10
Non-food fascia
Figure 329: E Leclerc: Non-food outlets, 2010
Retail offering
e-commerce and home shopping
Marks & Spencer (Food)
Strategic evaluation
Figure 331: Marks & Spencer (food): High Street, Kensington, store
Background
Company performance
Figure 332: Marks & Spencer (food): Group sales performance, 2006/07-2010/11
Figure 333: Marks & Spencer (food): Outlet data, 2007/11
Store formats
Figure 334: Marks & Spencer (food): UK outlet data, 2007/11
Consumer profile
Figure 335: M&S (Food): Consumer profile, by gender, age, socio-economic group, August 2011
Figure 336: M&S (Food): Consumer profile, by location, August 2011
Figure 337: M&S (Food): Consumer profile by ACORN classification, August 2011
Retail offering
E-commerce and home shopping
Mercadona
Strategic evaluation
Cutting prices for hard pressed customers
Collaboration with integrated suppliers
Squeezing branded suppliers
Raising the bar
Staff conditions
Investing for the future
Longer term view
Background
Company performance
Figure 339: Mercadona: Group financial performance, 2006-10
Figure 340: Mercadona: Outlet data, 2006-10
Retail offering
Ocado
Strategic evaluation
Intense competition
IPO boosts funding
Background
Company performance
Figure 342: Ocado: Group financial performance, 2005/06-2009/10
Distribution
Retail offering
Product mix
Figure 343: Ocado: Product mix, by number of lines, 2011
E-commerce and home shopping
Figure 344: Ocado.com: Online consumer demographics, three month average to August 2011
Real (METRO)
Strategic evaluation
Profitability improving but only slowly
Eastern Europe shows signs of life
Could Metro dispose of Real?
Background
Company performance
2010
Figure 346: Real: Group financial performance, 2006-10
Figure 347: Real: Outlet data, 2006-10
Store formats
Retail offering
e-commerce and home shopping
Rewe (food)
Strategic evaluation
Convenience and kiosks
Figure 349: Rewe To Go store in Cologne
Online deficiencies
Penny losses in Germany
Strengthening Billa’s offer
Background
Company performance
Figure 350: Rewe (food): Group sales performance, 2006-2010
Figure 352: Rewe (food): Sales by country, 2006-10
Figure 353: Rewe (food): Company-operated outlet data by segment, 2008-10
Figure 354: Rewe (food): Company-operated outlet data by country, 2008-10
Store formats
Figure 356: Rewe: Food retail formats in Germany, 2011
Figure 357: Rewe: International food formats, 2011
Retail offering
Rewe
Penny
Billa
E-commerce and home shopping
Schwarz Group (Europe)
Strategic evaluation
Good progress in 2010
Avoiding risk
Opportunities closer to home
Investing in product…
…and vertical integration
Background
Company performance
Figure 359: Schwarz Group: Estimated group sales performance, 2006/07-2010/11
Figure 360: Schwarz Group: Estimated outlet numbers, 2006/07-2010/11
Store formats
Figure 361: Schwarz Group: Store formats, 2011
Retail offering
e-commerce
SPAR International
Strategic evaluation
Rationalisation and the recovery
Background
Figure 363: SPAR International: Year of entry, by country
Company performance
Figure 364: SPAR International: Retail sales by country, 2006-10
Figure 365: SPAR International: Estimated European sales exclusive of sales tax, 2010
Figure 366: SPAR International: Outlet data, 2006-10
Figure 367: SPAR International: Sales per m², by country (Europe), 2010
Figure 368: SPAR (Austria): Sales as share of Austrian food retailers’ sales, 2006-10
Figure 369: SPAR (Belgium): Sales as share of all Belgian food retailers’ sales, 2006-10
Figure 370: SPAR (Croatia): Sales as share of all Croatian food retailers’ sales, 2006-10
Figure 371: SPAR (Czech Republic): Sales as share of all Czech food retailers’ sales, 2006-10
Figure 372: SPAR (Denmark): Sales as share of all Danish food retailers’ sales, 2006-10
Figure 373: SPAR (France): Sales as share of all French food retailers’ sales, 2006-10
Figure 374: SPAR (Germany): Sales as share of all German food retailers’ sales, 2006-10
Figure 375: SPAR (Greece): Sales as share of all Greek food retailers’ sales, 2006-10
Figure 376: SPAR (Hungary): Sales as share of all Hungarian food retailers’ sales, 2006-10
Figure 377: SPAR (Ireland): Sales as share of all Irish food retailers’ sales, 2006-10
Figure 378: SPAR (Italy): Sales as share of all Italian food retailers’ sales, 2006-10
Figure 379: SPAR (Netherlands): Sales as share of all Dutch food retailers’ sales, 2006-10
Figure 380: SPAR (Norway): Sales as share of all Norwegian food retailers’ sales, 2006-10
Figure 381: SPAR (Poland): Sales as share of all Polish food retailers’ sales, 2006-10
Figure 382: SPAR (Romania): Sales as share of all Romanian food retailers’ sales, 2006-10
Figure 383: SPAR (Russia): Sales as share of all Russian food retailers’ sales, 2006-10
Figure 384: SPAR (Slovenia): Sales as share of all Slovenian food retailers’ sales, 2006-10
Figure 385: SPAR (Spain): Sales as share of all Spanish food retailers’ sales, 2006-10
Figure 386: SPAR (Switzerland): Sales as share of all Swiss food retailers’ sales, 2006-10
Figure 387: SPAR (UK): Sales as share of all UK food retailers’ sales, 2006-10
Figure 388: SPAR International: Sales and outlets, by country outside Europe, 2007-10
Store formats
Figure 389: SPAR International: Store formats, 2010
Retail offering
e-commerce and home shopping
Tesco
Strategic evaluation
Be careful not to overstate the problems
Clubcard
Loyalty
The “£500m campaign”
The end of Clubcard?
The limits of growth
Overseas
Time to be optimistic
Background
Company performance
Figure 391: Tesco Plc: Group financial performance, 2006/07-2010/11
Figure 392: Tesco: Like-for-like sales growth, 26 weeks to Aug 2011
Figure 393: Tesco Plc: Outlet data, 2007/11
UK
Figure 394: UK: Sales as share of all food retailers’ sales, 2006-10
Czech Republic
Figure 395: Czech Republic: Sales as share of all food retailers’ sales, 2006-10
Hungary
Figure 396: Hungary: Sales as share of all food retailers sales, 2006-10
Poland
Figure 397: Poland: Sales as % all food retailers’ sales, 2006-10
Ireland
Figure 398: Ireland: Sales as % all food retailers’ sales, 2006-10
Turkey
Store formats
Figure 399: Tesco: UK store formats, 2010/11
Figure 400: Tesco: Other European store formats, 2010/11
Consumer profile
Primary shoppers
Figure 401: Tesco - Primary shoppers by gender, age and socio-economic group, August 2011
Figure 402: Tesco - Primary shoppers, by region, August 2011
Figure 403: Tesco - Primary shoppers, by Acorn classification, August 2011
Consumer profile – secondary shoppers
Figure 404: Tesco - Secondary Shoppers – by gender, age and socio-economic group, August 2011
Figure 405: Tesco - Secondary Shoppers – by region, August 2011
Figure 406: Tesco - Secondary Shoppers, by Acorn classification, August 2011
Retail offering
Figure 407: Tesco UK: Sales, by product category, 2009/10-2010/11
e-commerce and home shopping
Figure 408: Tesco: Online consumer demographics, three month average to August 2011
Waitrose
Strategic evaluation
Star performer
New stores and variety in the offer
Rolling out online
Background
Company performance
Figure 410: Waitrose Ltd: Group financial performance, 2006/07-2010/11
Figure 411: Waitrose Ltd: Outlet data, 2006/07-2010/11
Consumer profile
Figure 412: Waitrose: Secondary shoppers - by gender, age and socio-economic group, August 2011
Figure 413: Waitrose: Secondary shoppers - by region and acorn group, August 2011
Retail offering
E-commerce and home shopping
Figure 414: Waitrose.com: Online consumer demographics, three month average to August 2011
Wm Morrison Group
Strategic evaluation
Slowly diversifying channels
Innovations – and flexibility
Figure 416: Wm Morrison Group: ‘Lab’ store, Kirkstall, Leeds
Revitalising own brands
Background
Company performance
2010/11
Figure 417: Wm Morrison Group: Group financial performance, 2006/07-2010/11
Figure 418: Wm Morrison Group: Sales breakdown, 2006/07-2010/11
Figure 419: Wm Morrison Group: Annual sales growth excluding fuel, 2006/07-2010/11
Figure 420: Wm Morrison Group: Sales breakdown, H1 2010/11 and H1 2011/12
Figure 421: Wm Morrison Group: Outlet data, 2006/07-2010/11
Store formats
Figure 423: Wm Morrison Group: Store portfolio by size, 2007-11
Consumer profile
Figure 424: Wm Morrison Group: Consumer profile by gender, age, socio-economic group, August 2011
Figure 425: Wm Morrison Group: Consumer profile by location, August 2011
Figure 426: Wm morrison Group: Consumer profile, by ACORN classification, August 2011
Retail offering
E-commerce and home shopping
Figure 427: Wm Morrison Group: Online consumer demographics, three month average to August 2011
Appendix – Broader Market Environment
Population
Figure 428: Europe: Population, by age group, 2005
Figure 429: Europe: Population, by age group, 2010
Figure 430: Europe: Population, by age group, 2015
Figure 431: Europe: Population, by age group, 2020
GDP
Figure 432: Europe: GDP (current prices), 2010
Figure 433: Europe: GDP growth rates (current prices), 2001-Q3 2011
Figure 434: Europe: GDP growth rates (constant prices), 2001 – Q3 2011
Consumer spending
Figure 435: Europe: Households’ consumer spending (current prices), 2010
Figure 436: Europe: Households’ consumer spending growth rates (current prices), 2001- Q3 2011
Figure 437: Europe: Households’ consumer spending growth rates (constant prices), 2001-Q3 2011
Consumer prices
Figure 438: Europe: Harmonised index of consumer prices, 2001-10
Unemployment
Figure 439: Europe: Average rate of unemployment, 2001-10
Interest rates
Figure 440: Europe: Interest rates, 2005 -Q3 2011
Consumer confidence
Figure 441: Europe: Consumer confidence, Sep 2010 -Aug 2011
Appendix –TGI Europe
Figure 442: Deciding factors in shopping for food, drink and household products, GB, 2009-10
Figure 443: Deciding factors in shopping for food, drink and household products, France, 2010
Figure 444: Deciding factors in shopping for food, drink and household products, Spain, 2009-10
Figure 445: Deciding factors in shopping for food, drink and household products, Germany, 2009-10
Figure 446: Shops used regularly/occasionally, by country, 2010
- Kantar Media
- Marks & Spencer
- Office for National Statistics
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