Table of Contents
Analyst Comment
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- The shake-out in European clothing
- Underperformance
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- Figure 1: Europe: Clothing specialists, percentage point gain in share of clothing spending, 2010-15
- Figure 2: Germany: Clothing specialists relative to all retail sales, 2010-16
- Common themes
- Not a stores vs online issue
- Where next?
European Retail Sales
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- Key points
- Retail sales
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- Figure 3: Major European economies: Year-on-year retail sales value growth, 2014-16
- Figure 4: Major European economies: Year-on-year retail sales volume growth, 2014-16
- Inflation
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- Figure 5: Major European economies: All items CPI, 2015-16
- Figure 6: Major European economies: Food price inflation, 2015-16
Headlines for the Month
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- Grocers
- Clothing retailers
- Department stores
- DIY retailing
- Furniture retailing
- Shopping locations
News Analysis – Food and Drink
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- Convenience Stores
- UK: Budgens tests scan-and-shop mobile app
- UK: McColl’s
- …rolls out contactless payment
- …sales grow on the back of store expansion
- Grocers
- Europe: Carrefour invests in operations within Poland and Belgium
- Finland: Kesko sells Russian grocery division to Lenta
- France: Auchan trials robots that assist with carrying groceries
- France: Conforama and Casino Groups extend their purchasing alliance
- France: Intermarché launches new additive-free label
- Germany: Edeka-Nord shifts supermarket layout
- Germany: Kaufland tests the Australian market
- Germany: Real reinvents in Krefield
- Germany: Rewe and Edeka agree on store split of Kaiser’s Tengelmann
- Ireland: Aldi plans €100m investment in Ireland
- Italy: Coop Italia opens 'Supermarket of the Future' in Milan
- Italy: CRAI Group to relaunch Pellicano fascia
- Italy: Selex grows on the back of €2bn investment
- Netherlands: Ahold Delhaize
- …announces solid performance in first full results
- …outlines Better Together strategy
- Netherlands: Jumbo enlists celebrity chef
- UK: Aldi takes on the premium retailers with luxury hamper range
- UK: Asda sales decline 5.8%
- UK: Iceland faces legal action from Icelandic government
- UK: Lidl to launch premium lingerie range
- UK: Morrisons
- …eyes re-entry into the convenience market
- …offers new service through Amazon Prime Now
- UK: Sainsbury's
- …menswear sales boosted by Harris Tweed
- …unveils latest plans to reduce food waste
- UK: Tesco
- …implements own-brand price pledge
- …partners with British Forces Post Office
- …plans to expand Arcadia concessions
- UK: The Co-operative to double local supplier base
- Off-licences
- UK: Majestic Wine benefits from investments in customer retention
News Analysis – Non-food
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- Clothing retailing
- Denmark: Bestseller acquires Miinto
- France: Kiabi opens a Paris pop-up store
- France: Mim placed in receivership
- Germany: C&A to invest €1bn in restructuring
- Germany: Peek & Cloppenburg grows moderately
- Germany: Strauss Innovation to close down following bankruptcy
- Italy: Stefanel receives two takeover offers
- Portugal: Sonae acquires majority stake in healthy restaurant chain
- UK: Austin Reed to return to the high streets
- UK: Bhs placed into liquidation
- UK: Bonmarché like-for-like sales slip 8.6%
- UK: Browns rebrands stores and website
- UK: Edinburgh Woollen Mill retains profits
- UK: H&M to relocate in Covent Garden
- UK: Joules sales rise 16.2%
- UK: Karen Millen losses widen as profits fall
- UK: Mamas & Papas continues to deliver profitable growth
- UK: Matalan turns its store estate into DPD pick-up points
- UK: Moss Bros rebrands hire business to tap into rental demand
- UK: Mulberry sales up 10% boosted by tourist spending
- UK: New Look
- …launches augmented-reality photo booths in store
- …launches unlimited delivery pass
- UK: Oasis and Warehouse owners considering sale
- UK: Quiz ramps up UK expansion
- UK: Seasalt introduces plus-size collection online
- UK: SuperGroup reports strong first half
- UK: Ted Baker group revenues rise 14.8%
- Footwear and accessories retailing
- France: Delsey launches online store
- UK: Dune turnover lifts 3.1% following online expansion
- UK: Jimmy Choo benefits from weaker pound
- UK: Schuh opens children's footwear store
- Multi-sector retailing
- Europe: El Corte Inglés launches credit payment for Christmas shoppers
- France: Flying Tiger makes an entry into France
- France: Monoprix trials one-hour delivery by foot
- UK: B&M sales surge as it reaches 500 stores
- UK: Hema to absorb any costs over raising prices
- UK: Mothercare UK sales fall 2.3%
- UK: Poundland reported to be closing 80 stores
- Department stores
- Germany: Karstadt to offer space for online retailers in store
- UK: Fortnum and Mason profits surge 27%
- UK: Harrods opens completed Grand Entrance Hall
- UK: House of Fraser develops five year strategy
- UK: John Lewis unveils Christmas advert
- UK: Selfridges to undertake £300m revamp of handbag department
- DIY retailing
- France: Mr Bricolage to shut 17 loss-making stores
- UK: Kingfisher’s rising UK sales offset declines in France
- UK: Topps Tiles grows margin as sales rise
- Electrical retailing
- Netherlands: Media-Markt equips staff with tablets
- UK: Currys PC World launches gifting help campaign
- UK: Electrical retailers plan price rises in the New Year
- Furniture retailing
- France: Conforama and Casino Groups extend their purchasing alliance
- Netherlands: JYSK achieves best ever results
- UK: VictoriaPlum wins trademark infringement case
- Homewares retailing
- UK: Dunelm acquires Worldstores, Kiddicare and Achica
- Home shopping
- Europe: Yoox
- …hosts Disney's first online lifestyle store
- …Net-a-Porter Q3 sales rise 19%
- Europe: Zalando revenues jump 17.1%
- UK: Amazon
- …and Morrisons offer new service through Prime Now
- …announces twelve-day Black Friday Sale
- …extends Prime to include local stores
- UK: AO World revenues rise 22.9%
- UK: Doddle trials Cancer Research charity shop collection points
- UK: Findel like-for-like revenues rise 6.5%
- UK: Joe Browns sales rise 10% to £110m
- UK: Majestic Wine benefits from investments in customer retention
- UK: MatchesFashion turnover increases 27.4%
- UK: New Look launches unlimited delivery pass
- UK: Ocado
- …develops 4G robot communication for warehouse
- …delivers growth in sales and orders
- UK: Shop Direct launches Whatsapp-style customer service platform
- Beauty retailing
- Germany: Douglas grows revenues by 5.2%
- Book, greetings card and stationery retailing
- UK: Card Factory sales grow 4.4%
- UK: Smiggle confident in UK store rollout
- UK: Staples set for closure in the UK
- Sports and leisure goods retailing
- UK: JD Sports acquires Go Outdoors
- UK: Sports Direct profits plunge by a third
- Jewellers
- UK: Prestige jewellery and watch sales fuel Signet Jewellers' UK same store sales
- Garden centres
- France: Jardiland acquires Prieux
- Automotive retailing
- UK: Halfords revenues rise but profits fall
- Pets retailing
- UK: Pets at Home revenues lift 9.1%
- Shopping locations
- Germany: Hamburg shopping centre launches 'digital mall'
- UK: Google launches footfall tracker for Black Friday
- UK: Intu installs virtual reality winter wonderland
- UK: McArthurGlen delivers 13% sales growth
- UK: Network Rail retail sales grow 3.5%
- Economy
- UK: Retail footfall declines 0.4%
- UK: Retail sales rise 0.6%
- UK: Retail sales surge 6.1% in October
- UK: Shop prices continue to fall in Christmas build-up
H&M Hennes & Mauritz
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- What we think
- Designer collaborations boost sales and strengthen fashion credentials
- Rapid store growth
- E-commerce expansion
- A one-stop shop for fashion and beauty
- Sustainable fashion initiatives
- Company background
- Company performance
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- Figure 7: H&M Hennes & Mauritz: Group financial performance, 2010/11-2014/15
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- Figure 8: H&M Hennes & Mauritz: Outlet data, 2010/11-2014/15
- Retail offering
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