Table of Contents
Highlights: October 2007
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- Grocers
- Clothing retailing
- Multi-sector retailing
- Mixed goods retailing
News Analysis
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- Bakers (retail)
- UK: Greggs improves LFLs further in Q3
- UK: Thorntons posts solid start to the year
- Co-ops (retail)
- UK: Co-op to spend £200m on refits and rebranding
- Grocers
- Australia: Aldi to open 80 new stores down under
- Australia: Woolworths records Q1 success
- Belgium: Colruyt sees room for growth
- Europe: Carrefour to launch c-stores in Poland
- France: Price hikes to hurt Auchan’s FY profit
- France: Carrefour posts weak Q3
- France: Casino to sell property assets
- Lithuania: Lidl performs Baltic U-turn
- Netherlands: Laurus posts nine-month sales decline
- Netherlands: Sligro Q3 LFLs grow by 4.2%
- Netherlands: Schuitema increases sales in Q3
- Russian Federation: Magnit sees nine-month sales rise
- Russian Federation: Russian grocers agree price-freeze
- Sweden: Axfood nine-month LFLs edge ahead
- UK: Ocado
- …targets expansion in the north
- …as losses put flotation in doubt
- UK: Sainsbury’s
- …to relocate HQ
- …as board expected to back takeover bid
- …while LFL sales growth slows in Q2
- …before Delta Two’s bid hits problems
- UK: Tesco
- …to take clothing online
- …as sales growth slows down in H1
- UK: Waitrose
- …MD attacks Tesco
- …before feud escalates
- United States: A&P losses widen in Q2
- United States: Cost cuts boost Safeway profits in Q3
- United States: Supervalu Q2 sales down, profits up
- United States: Whole Foods stand by their man
- Clothing retailing
- Europe: Tommy Hilfiger considering £2bn European float
- Germany: Primark plans to enter Germany
- Sweden: Lindex accepts Stockmann bid, KappAhl withdraws offer
- Sweden: KappAhl reports record Q4, FY results
- UK: Bhs increases FY profit by 3%
- UK: Burberry’s LFLs rise 11% in H1
- UK: Monsoon bought out, sees sales fall
- UK: Moss Bros posts loss in H1
- UK: Rubicon boosts Mosaic H1 sales
- UK: Ted Baker reports strong H1 retail sales
- United States: Topshop to go alone in US expansion
- Footwear retailing
- Middle East: Kurt Geiger ventures into the Middle East
- Electrical retailing
- Europe: DSG increases LFLs in H1, Italy still problematic
- DIY retailing
- UK: Focus sells off 41 stores
- UK: Travis Perkins updates Wickes like-for-likes
- Carpet retailing
- UK: Carpetright
- …receives revised bid, updates trading
- …as Harris reveals it may derail Harris’ bid
- Furniture retailing
- UK: ScS sees FY profit, sales fall
- United States: Bed Bath & Beyond improves LFLs in Q2
- Home shopping
- Germany: Arcandor in exclusive talks over Neckermann sale
- UK: Asos sees sales rocket in H1
- UK: Findel sees sales jump, will not demerge
- UK: N Brown LFLs jump 10.6% in H1
- United States: Hot Tuna opens online store in US
- Multi-sector retailing
- Finland: Kesko sales up 10.2% in Q3
- France: LVMH posts solid nine-months results
- Germany: Hugendubel, Weltbild to run Arcandor’s book departments
- Germany: Douglas posts strong FY sales
- Germany: Rewe reiterates growth plans
- Book and stationery retailing
- UK: Clinton Cards FY profit soars
- UK: WH Smith FY profit up, LFLs down
- Sports and leisure goods retailing
- UK: JJB H1 profit falls by 38%
- Jewellers
- UK: Goldsmiths
- …reports FY losses
- …as Baugur pursues Piasecki’s stake
- UK: Theo Fennel trading up in H1
- Health and beauty retailing
- Germany: Schlecker acquires Ihr Platz
- United States: Rite Aid loss widens in Q2
- United States: Walgreens sees profit decline in Q4
- Garden centres
- UK: ‘Tesco will not harm Dobbies’ growth plans’
- Toys and games retailing
- UK: Bear Factory boosts Hamleys’ FY profit
- Mass-merchandisers
- United States: Costco sees FY LFLs rise
- United States: Mixed fortunes for Wal-Mart and Target
- United States: Wal-Mart
- …in early holiday push
- …then ups ante with further price cuts
- …and moves into banking in Mexico
- …before revealing Walmex Q3 profit boosted by cost reductions
- Miscellaneous specialist retailing
- UK: Bridgepoint considers sale of Pets at Home
- UK: Halfords increases LFLs in H1
- Jessops chief executive resigns
- Mixed goods retailing
- Japan: Wal-Mart
- …to take full ownership of Seiyu
- …as losses grow
- UK: Instore narrows losses in H1
- UK: Strong performance for Mothercare in Q2
- UK: Woolies warns of toy shortages at Christmas
- United States: Family Dollar sees FY LFLs rise by 0.9%
- Department stores
- UK: Beales announces new chief executive
- UK: Debenhams posts full year like-for-likes fall
- UK: HoF turns to smaller format stores
- UK: Original Factory Shop up for sale
- United States: Baugur linked to Saks takeover
- United States: Kohl’s unveils growth plans
- Dollar Stores
- United States: 99 Cents sales rise in Q2, warns for loss
- United States: Dollar Tree loses Kleeberger
Economic News
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- EU retail sales grow 1.0% in August
- Germany: Retail sales fall in August 2007
- Italy: Italian retail up in August
- Netherlands: Dutch retail sales increase in August
- UK:
- Strong retail sales growth in September, says ONS
- CBI: sales growth continues to slacken in September
- Price promotions boost retail sales in September, says BRC
Market Analysis: Home Shopping in Europe
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- Denmark
- Non-store retailers growing steadily
- Economy in good shape
- E-commerce – the largest channel
- High penetration of Internet users
- Strong growth forecast
- Italy
- Italy’s home shopping market remains underdeveloped
- Direct sales dominate home shopping market, but e-commerce gaining pace
- Mail order market shows no growth
- E-commerce shows strong growth
- Mail orders are forecast to underperform total retail sales
- Poland
- Home shopping
- Traditional mail order losing out to other selling methods
- E-commerce growing rapidly
- Direct sellers still very popular
- A market set to grow steadily
- Sweden
- Well established home shopping sector
- Most advanced e-commerce market in Europe
- Traditional mail order in decline
- Growth potential for direct selling
- Non-store retailers’ growth set to continue
- UK
- Brits among keenest home shoppers
- E-commerce takes over
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- Figure 1: UK: Mail order and e-commerce sectors – sales performance, 2002-06
- A mixed bunch online
- Stores the biggest e-tailers
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- Figure 2: UK: E-commerce sector – estimated breakdown, 2006
- Catalogues go online
- A fragmented sector
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- Figure 3: UK: Leading non-store retailers: market shares, 2005
- Home shopping specialists underperform
- And will continue to do so
- Austria
- Home shopping market is large, but increasingly mature
- Mail order is the most mature sector, and is losing share
- Direct selling market declining
- E-commerce shows consistent growth
- Non-store retailers forecast to underperform total retail sales
- Belgium
- Belgium’s home shopping market boosted by e-commerce
- Mail order’s market share slipping steadily
- Direct selling also losing share
- E-commerce has shown consistent growth
- Non-store retailers forecast to outpace total retail sales
- Czech Republic
- Small home shopping market worth €692 million in 2005
- E-commerce the largest segment
- Direct selling grows
- Mintel forecasts fall in home shopping’s share of all retail sales
- Finland
- Distance doesn’t make home shoppers
- Traditional channels still in lead
- Pure players rule online
- A polarised market
- Home shopping to keep its stand
- Online has room to grow
- France
- French home shopping market
- Mail order sector
- Direct selling
- E-commerce
- Forecasts
- Germany
- Home shopping showing steady growth…
- …but e-commerce really taking off
- Traditional mail order in decline
- High penetration of Internet users
- Hungary
- Home shopping market small
- Mail order was the smallest sector
- Direct selling market
- E-commerce
- Non-store retailers’ sales forecast to outperform total retail sales
- Ireland
- Ireland’s home shopping market is relatively small
- E-commerce shows strong growth
- Mail order market shows no growth
- Non-store retailers’ sales are forecast to outperform total retail sales
- Norway
- Average home shoppers
- E-tail takes over
- Direct selling small but growing
- Bright prospects for non-store retailers
- Portugal
- Home shopping market small
- Rural population holds back the market somewhat
- Mail order dominated
- Direct selling market
- E-commerce shows strong growth
- Non-store retailers forecast to outperform total retail sales
- Spain
- Small home shopping market worth €2.4 billion in 2005
- Mail order nudges ahead of direct selling
- Direct selling better established
- E-commerce growth slows
- Switzerland
- E-commerce provides a boost
- Convenience of home shopping
- The future of home shopping
Company Profile: Redcats
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- Figure 4: Redcats: Sales as share of non-store retailers’ sales in Europe, 2002-06
- Strategic evaluation
- Background
- Financial performance
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- Figure 5: Redcats: Group financial performance, 2002-06
- Figure 6: Redcats: Sales by division, 2006
- Big books
- Retail offering
- Brands
- Product offer
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- Figure 7: Redcats: Sales by major product category, 2005
- e-commerce & home shopping
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- Figure 8: Redcats: Websites by market, 2007
- M-commerce development
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