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About this report
During the recent tough times in the Netherlands, food retailers performed ahead of all retail sales, which from 2003 actually fell for three consecutive years. Clearly this was thanks to food being a non-discretionary area of spending. However, the food sector has certainly not had an easy ride either. A price war was instigated by market leader Albert Heijn in late 2003 and has not let up since. Sales volumes and profit margins have come under a great deal of pressure as a result and many smaller businesses have been forced to close.

Turning to the future, we predict that after a period of negative retail sales growth, the industry will start to recover and by 2011 Mintel forecasts that all retail sales will have reached almost €86 billion. However, the mature nature of retailing in the Netherlands and the limited scope for food retailers to develop non-food interests will inevitably result in the sector losing out to other retail sectors. But, for now, it looks like the price war may have bottomed out and some recovery in margins could be seen over the coming years.

Contents

Report Scope
Report structure and content
Food retailing sector
Store definitions
Buying groups, voluntary groups and co-operatives
Technical notes
Definitions
Currencies
Figure 1: Exchange rates: National currencies against the Euro, 2002-05
Country codes
VAT
Figure 2: Europe: Standard VAT rates, 2005
Other abbreviations
The Market in Brief
2005 a turning point
Food retailers gain market share
Supermarket territory
But will this change?
Top five capture 60% of sector sales
Leader board largely a domestic affair
Food operators will lose retail market share
Broader Market Environment

Population figures nudge up
Figure 3: The Netherlands: Population trends, 2002-06
Slightly younger profile than other major European markets
Figure 4: The Netherlands: Population, by age group, 2002, 2004-06
Household size in decline
Figure 5: The Netherlands: Households, January 2005
Real GDP growth remains robust
Figure 6: The Netherlands: Gross domestic product, 1995-2005
Inflation
Figure 7: The Netherlands: Consumer price inflation, 2001-05
Food price inflation
Figure 8: The Netherlands: Consumer price index and its subsidiaries, 2001-05
The Market in Context

Spending on food, drink and tobacco
Figure 9: The Netherlands: Consumer spending on food, drink and tobacco, 2001-05
Figure 10: The Netherlands: Spending on food and drink as % of all consumer spending, 2001-04
Figure 11: The Netherlands: Relative spending changes, 2001-04
The Market – Size and Forecast

Economic outlook
Food retailers’ prospects
Figure 12: The Netherlands: Retail sales, 2001-11
Figure 13: The Netherlands: Food retailers’ sales as % of all retail sales, 2001-11
Historic trends in food sector
Grocers outperform food specialists
Figure 14: The Netherlands: Food retailers’ sales by sub-sector, 2001-11
Figure 15: The Netherlands: Food, beverages and tobacco retailers' sales, by type of retailer, 2001-05
Hypermarkets not important part of the food scene
Enterprise and shop numbers in decline
Figure 16: The Netherlands: All retail businesses and outlets, by type, 2003-05
Retail Competitor Analysis

Share of the market
Specialists
Figure 17: The Netherlands: Major food retailers, 2005
Market shares
Figure 18: Netherlands: Leading players’ estimated market shares,2005
Evaluation
Figure 19: The Netherlands: Leading retailers, evaluation, 2006
Retailer Profiles

Ahold Group
Figure 20: Ahold Group: Sales as share of All European food retailers, 2001-2005
Strategic evaluation
Background
Financial performance
Albert Heijn Arena
Central Europe Arena
Schuitema
Figure 21: Ahold Group: Group financial performance, 2001-05
First two quarters of 2006
Figure 22: Ahold European Divisions sales growths Q1 and Q2 2006
Store portfolio
Figure 23: Ahold Group: Outlet data, 2001-05
Netherlands
Figure 24: Albert Heijn Arena : Sales as share of all food retailers in the Netherlands, 2002-05
Figure 25: Ahold Netherlands: Group financial performance, 2001-05
Figure 26: Ahold Netherlands: Outlet data, 2001-05
Czech Republic
Figure 27: Ahold Czech Republic : Sales as share of all food retailers in the Czech Republic, 2001-04
Figure 28: Ahold Czech Republic: Financial performance and Outlet data, 2001-05
Retail offering
Market positioning
Brands
Product offer
Pricing
Operational issues
E-commerce and home shopping
ICA
Figure 29: ICA: Sales as share of All European food retailers, 2001-05
Strategic evaluation
Background
Financial performance
Figure 30: ICA Group: Financial performance, 2001-05
Store portfolio
Figure 31: ICA Group: Outlet data, 2001-05
ICA Sverige
Figure 32: ICA Sverige : Sales as share of all food retailers in Sweden, 2001-05
Figure 33: ICA Sverige: Financial performance and outlet numbers, 2001-05
ICA Norge
Figure 34: ICA Norge : Sales as share of all food retailers in Norway, 2001-05
Figure 35: ICA Norge: Financial performance and outlet numbers, 2001-05
ICA Baltic
Figure 36: ICA Baltic: Outlet numbers by fascia
Retail offering
Market positioning
Brands
Product offer
Pricing
Operational issues
E-commerce and home shopping
Aldi (Europe)
Figure 37: Aldi exterior: Old Kent Road, London
Figure 38: Aldi (Europe): Sales as share of all food retailers in Europe, 2001-05
Strategic evaluation
Background
Financial performance
Figure 39: Aldi (Europe): Group financial performance, 2001-05
Market shares by country
Figure 40: Aldi (Ireland): Sales as share of all food retailers in Ireland, 2001-05
Figure 41: Aldi (Netherlands): Sales as share of all food retailers in Netherlands, 2001-05
Figure 42: Aldi (Spain): Sales as share of all food retailers in Spain, 2002-05
Figure 43: Aldi (Belgium): Sales as share of all food retailers in Belgium, 2001-05
Figure 44: Aldi (Denmark): Sales as share of all food retailers in Denmark, 2001-05
Figure 45: Aldi (France): Sales as share of all food retailers in France, 2001-05
Figure 46: Aldi (Germany): Sales as share of all food retailers in Germany, 2001-05
Store portfolio
Figure 47: Aldi (Europe): Outlet data, 2001-05
Retail offering
Market positioning
Figure 48: Aldi store interior, 2006
Brands
Product offer
Figure 49: Aldi fresh fruit, vegetables and bio products
Pricing
Operational issues
Advertising and marketing
E-commerce and home shopping
Casino
Figure 50: Casino: French sales as share of all food retailers’ sales in France, 2001-05
Figure 51: Casino: Polish sales as share of all food retailers’ sales in Poland, 2001-05
Figure 52: Casino: European sales as share of all food retailers sales in Europe, 2001-05
Strategic evaluation
Background
Laurus
Monoprix
Financial performance
Europe
Figure 53: Casino: European sales performance, 2001-05
International
Figure 54: Casino: Food sales by region, 2005
Operating profits
Figure 55: Casino: Operating profit by region, 2005
2006 Interim results
Debt at Casino
Unwinding of Cora Equity Swap
Store portfolio
Figure 56: Casino: Group outlets by region, 2005
Figure 57: Casino: European outlet data, 2001-05
Smaller formats
Sale of Polish stores in 2006
Retail offering
Market positioning
Brands
Product offer
Pricing
E-commerce and home shopping
Schwarz Group
Figure 58: Schwarz Group: Lidl store, 2006
Figure 59: Schwarz Group: Estimated sales as share of all food retailers in Germany, 2001-05
Figure 60: Schwarz Group: Sales as share of all food retailers in Europe, 2001-05
Strategic evaluation
Background
Financial performance
Figure 61: Schwarz Group: Estimated turnover by segment, 2005/06
Figure 62: Schwarz Group: Lidl, Estimated turnover by region, 2005/06
Figure 63: Schwarz Group: Kaufland/Kaufmarkt/Handelshof estimated turnover 2005/06
Figure 64: Schwarz Group: Estimated group financial performance, 2001/02-2005/06
Store portfolio
Lidl and Kaufland – the two formats in brief
Figure 65: Schwarz Group: Store network development, 2002-06
Where to now?
Figure 66: Schwarz Group: Lidl, outlets by region, 2006
Figure 67: Schwarz Group: Kaufland, outlets by region, 2006
Format trial – Mega Cent
Figure 68: Schwarz Group: Outlet data, 2001/02-2005/06
Figure 69: Schwarz Group: Outlet data, 2001/02-2005/06
Retail offering
Market positioning
Brands
Product offer
Figure 70: Schwarz Group: Lidl, fresh produce, 2006
Figure 71: Schwarz Group: Lidl, own brands, 2006
Figure 72: Schwarz Group: Lidl, non-food, 2006
Quantity? Yes. Quality? Maybe…
Pricing
Operational issues
E-commerce and home shopping
SPAR International
Figure 73: SPAR (Europe): Sales as share of all European food retailers’ sales, 2001-05
Strategic evaluation
Background
Figure 74: SPAR International: Year of entry by country
Financial performance
Group
Figure 75: SPAR International: Retail sales by country, 2001-05
Sales by country
Figure 76: SPAR International: Estimated European sales exclusive of sales tax, 2005
Figure 77: SPAR International: European sales by country, 2005
Store portfolio
Figure 78: SPAR International: Outlet data, 2001-05
Figure 79: SPAR International: European stores and retail space by country, 2005
Store expansion
Figure 80: SPAR International: Sales and stores, % growth 2001-05
Sales densities
Figure 81: SPAR International: Sales per m² by country (Europe), 2005
Store formats
Figure 82: SPAR International: Average outlet size by country (Europe), 2005
European operations
Closing operations
Continuing European operations
Figure 83: SPAR (Czech Rep): Sales as share of all Czech food retailers’ sales, 2001-05
Figure 84: SPAR (Denmark): Sales as share of all Danish food retailers’ sales, 2001-05
Figure 85: SPAR (France): Sales as share of all French food retailers’ sales, 2001-05
Figure 86: SPAR (Greece): Sales as share of all Greek food retailers’ sales, 2001-05
Figure 87: SPAR (Ireland): Sales as share of all Irish food retailers’ sales, 2001-05
Figure 88: SPAR (Norway): Sales as share of all Norwegian food retailers' sales, 2001-05
Figure 89: SPAR (Spain): Sales as share of all Spanish food retailers’ sales, 2001-05
Figure 90: SPAR (Switzerland): Sales as share of all Swiss food retailers’ sales, 2001-05
Figure 91: SPAR (UK): Sales as share of all UK food retailers’ sales, 2001-05
Non-European activities
Figure 92: SPAR International: Non-European sales and outlets by country, 2001 and 2005
Retail offering
Market positioning
Product offer
Own-brand goods
Pricing
Operational issues
Advertising and marketing
E-commerce and home shopping
Mini Company Profiles
Dirk van den Broek
Figure 93: Dirk van den Broek: Estimated share of all Dutch food retailers’ sales, 2001-05
Background
Financial performance
Figure 94: Dirk van den Broek: Estimated sales performance, 2001-05
Store portfolio
Figure 95: Dirk van den Broek: Food outlet data, 2003-05
Retail offering
Market positioning
Product offer
Brands
Laurus
Figure 96: Laurus: Estimated share of all Dutch food retailers’ sales, 2001-05
Background
Financial performance
Figure 97: Laurus: Financial performance, 2001-05
Store portfolio
Figure 98: Laurus: Outlet numbers by fascia, 2001-05
Retail offering
Sligro
Figure 99: Sligro: Food retail division estimated share of all Dutch food retailers’ sales, 2001-05
Background
Financial performance
Figure 100: Sligro: Food retail financial performance, 2001-05
Figure 101: Sligro: Food retail, estimated retail sales, 2002-05
Store portfolio
Figure 102: Sligro: Food retail, outlet numbers, 2001-05
Figure 103: Sligro: Average store size, 2005
Retail offering
Sperwer
Figure 104: Sperwer: Food retail division estimated share of all Dutch food retailers’ sales, 2001-05
Background
Financial performance
Figure 105: Sperwer retail division: Financial performance, 2001-05
Figure 106: Sperwer retail division: Sales by fascia, 2002-05
Store portfolio
Figure 107: Sperwer, Outlet data , 2002-05
Retail offering