Table of Contents
Analyst Comment
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- Organics are a growth business for French food retailers
- What we’ve seen
- Organic is growing
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- Figure 1: France: Grocery shopping habits, Q4 2015 and Q3 2016
- Retailers of organic products
- Biocoop the leading specialist
- Grocers cashing in with own-labels
- And developing stand-alone organic subsidiaries
- Where next?
European Retail Sales
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- Key points
- Retail sales
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- Figure 2: Major European economies: Year-on-year retail sales value growth, 2014-16
- Figure 3: Major European economies: Year-on-year retail sales volume growth, 2014-16
- Inflation
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- Figure 4: Major European economies: All items CPI, 2015-16
- Figure 5: Major European economies: Food price inflation, 2015-16
Headlines for the Month
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- Grocers
- Clothing retailing
- Department stores
- Furniture retailing
- Home shopping
News Analysis – Food and Drink
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- Convenience Stores
- UK: Booker like-for-like sales fall 0.4%
- UK: Nisa sales rise 1.1%
- Spain: El Corte Inglés extends Stop & Go store network
- Grocers
- Belgium: Lidl Belgium launches premium sportswear collection
- France: Auchan opens second dedicated organic store
- France: Casino and Conforama to make joint central purchasing agency
- France: Eately expands into France
- Germany: Aldi Nord and Süd launch first joint campaign
- Germany: Edeka launches YouTube cooking channel
- Germany: Kaufland launches online delivery service
- Italy: Crai and Coralis sign new collaboration agreement
- Netherlands: Jumbo continues store renovations
- Spain: Eroski first half profits amount to £2.8m
- Switzerland: Coop Switzerland aims to reduce plastic bag usage by 80%
- UK: Aldi
- …sales rise 12% to £7.7bn
- UK: Aldi
- …takes on the high street with womenswear range
- UK: Iceland to reveal new store concept
- UK: John Lewis Partnership profits plunge 58%
- UK: Morrisons
- …forges locker deal with Amazon
- …sees like-for-likes grow 1.4% in the first half
- …trials in-store student discount
- UK: Sainsbury's
- …channels investment into online fulfilment
- …extends one-hour bicycle delivery trial
- …like-for-like sales dip 1.1%
- UK: Supermarkets expected to decrease package sizes as costs rise
- UK: Supermarkets to benefit from fall in business rates
- UK: Tesco UK like-for-like sales increase 0.6%
- UK: The Co-operative
- …convenience business drives growth
- …unveils premium own-label plans
- …refreshes loyalty scheme
- UK: Waitrose adds 500 new items to premium line
- Other food and drink specialists
- UK: Greggs sales rise 5.6%
- UK: Majestic Wine profits fall below expectations
News Analysis – Non-food
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- Clothing retailing
- Belgium: MS Mode finds a buyer
- Europe: H&M sales up 6% in Q3
- Europe: Inditex like-for-like sales grow 11%
- France: Rimowa joins the LVMH Group
- France: Vivarte may sell 100 La Halle stores
- Germany: Gerry Weber's realignment programme hits profits
- Germany: Sinn Leffers files for bankruptcy
- Germany: Topshop and Topman to launch in Germany
- Poland: Inditex-owned Uterque to enter Poland
- Slovenia: Mercator extends homemade product range
- Sweden: H&M's profit hit by increased markdowns
- Switzerland: Coop Switzerland aims to reduce plastic bag usage by 80%
- Switzerland: Sempione Retail AG makes cash offer for Charles Vögele
- UK: Arcadia introduces interest-free credit payment online
- UK: Bhs
- …to relaunch online this week
- …launches first two Christmas ranges
- UK: Bonmarché issues profit warning after poor September trading
- UK: Fat Face pledges full price promise
- UK: Fat Face profits hit by unseasonal weather
- UK: French Connection retail revenue down 2.3%
- UK: Jack Wills bought out by BlueGem
- UK: Matalan opens first standalone home store
- UK: Moss Bros continues to perform positively
- UK: Mothercare launches 'Welcome to the Club'
- UK: Next
- …half year sales up 2.6%
- …to open in former Bhs store
- UK: Phase Eight report strong international growth
- UK: Primark like-for-like sales dip 2%
- UK: River Island sales remain flat
- Footwear retailing
- UK: Schuh reports strong profit growth
- Multi-sector retailing
- UK: Poundland and Pep&Co may swap some stores
- UK: The Original Factory Shop sales rise 6%
- Department Stores
- Netherlands: Hudson's Bay reaches thirteen leases in the Netherlands
- UK: House of Fraser EBITDA tumbles to £1.1m
- UK: John Lewis
- …Andy Street stands down
- …launches single financial services brand
- …profits plunge 58%
- DIY retailing
- Germany: Hornbach sales rise 6.4%
- UK: Kingfisher like-for-likes grow 3.3% in first half
- UK: Topps Tiles expects revenues to reach £215m
- Electrical retailing
- Belgium: Makro and Media-Markt form concession partnership
- France: Fnac to equip stores with virtual reality demos
- UK: Brighthouse's credit checks are hitting profits
- UK: BT unveils new concept store to inspire retailers
- Music and video goods retailing
- UK: HMV suffers an £8.8m pre-tax loss
- UK: GAME divests UK property
- UK: The Entertainer pre-tax profits reach £8.1 million
- Furniture retailing
- Belgium: Ikea plans online site and smaller stores
- France: Casino and Conforama to make joint central purchasing agency
- Sweden: Ikea global sales rise 7.1%
- UK: DFS revenues rise 7.1%
- UK: OKA Direct posts 12% sales rise
- UK: ScS delivers 14.8% rise in like-for-like orders
- Homewares retailing
- UK: Cath Kidston taken over by Baring Asia
- UK: Dunelm
- …delivers modest like-for-like growth
- …sales fall amid weak out-of-town footfall
- UK: KitchenAid opens experience-led first UK shop
- UK: Lakeland profits fall despite sales rise
- Home Shopping
- Europe: Amazon
- …launches 'Handmade at Amazon' in Europe
- …launches Amazon Echo
- Germany: Hello Fresh revenues double
- UK: Amazon
- …Fashion launches first UK television campaign
- …opens new distribution centre
- UK: AO World signs for new London warehouse
- UK: Boden profits slip in a "challenging" year
- UK: Boohoo revenues surge 40%
- UK: Made.com full-year sales surge 44%
- UK: Majestic Wine profits fall below expectations
- UK: Missguided
- …launches beauty range
- …unveils new maternity range
- UK: Mr Porter launches shoppable Apple TV app
- UK: Ocado gross sales grow 15.4%
- Health & Beauty retailing
- Spain: Sephora launches loyalty scheme in Spain
- UK: The Fragrance Shop sales up 9.4%
- Book and stationery retailing
- UK: Card Factory delivers 'solid set of results'
- UK: Paperchase prepares for £150m flotation
- UK: Ryman acquires London Graphic Centre
- UK: The Works full-year sales rise 9%
- UK: Typo debuts in the UK, as Smiggle expands
- Sports and Leisure Goods Retailing
- UK: JD Sports revenues surge as international expansion continues
- UK: Sports Direct issues third profit warning this year
- Florists
- UK: Interflora extends delivery options
- Pet products retailing
- UK: Pets at Home appoints new CFO
- Shopping Locations
- UK: Network Rail retail sales rise 4.1% like-for-like
- UK: New West End Company reports boost in overseas spending
- UK: Westfield set for successful 'Golden Week'
- Economy
- UK: BRC warns of need for consumer-first Brexit strategy
- UK: Cash payments fall 5% in 2015
- UK: Food prices fall by record 1.3%
- UK: MasterCard launches 'selfie' payment verification
- UK: Planned investment in the convenience sector falls to lowest level
- UK: Retail footfall rises 0.1%
- UK: Retail sales grow by 3.8% in August
Clothing Retailing – Europe – October 2016
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- Zalando
- What we think
- Complementing the high street leaders
- Brand focus
- Company background
- Company performance
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- Figure 6: Zalando: Group financial performance, 2011-15
- Retail offering
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