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About this report

European Retail Briefing is a monthly briefing providing news and analysis that includes company results, store openings, cross-border moves, M & A activities, executive changes and property developments. Additionally each month, European Retail Briefing focuses on a key issue or specific European retail sector. The month's retail news is then analysed sector by sector, making this an invaluable resource for all with an interest in the European retail industry.

Contents

Highlights: July 2007
Grocers
Multi-sector retailing
Department stores
DIY retailing
Furniture retailing
News Analysis
Bakers (retail)
UK: Thorntons FY LFLs edge ahead
Grocers
Belgium: Colruyt FY sales, profits up
France: Carrefour
…to withdraw from Portugal
…as Q2 LFLs rise 5.9%
…despite being fined €2m for false advertising
…as Halley family consider stake sale
…while it looks at global expansion
Hungary: Tesco expands
Netherlands: Laurus H1 LFLs up 4.3%
Russian Federation: Carousel LFLs up 13.8%
Russian Federation: Magnit H1 LFLs surge ahead
Russian Federation: X5
…raises $1 bn loan, appoints Ukraine CEO
…as Q2 LFLs surge ahead
Spain: Tengelmann’s 250 Supermercardos stores go to Carrefour
Sweden: Axfood H1 LFLs edge ahead
Sweden: ICA H1 LFLs up 4.3%
UK: Asda
…to put George online
UK: Kwik Save enters administration
UK: Morrisons
…set to sell 25 shopping centres
…confirms Gibson as chairman
…remains ‘on track’
UK: Sainsbury’s
…still circled by bid rumours
…as Tchenguiz doubles stake
…before Delta makes approach
…and details go public
…with Lord Sainsbury set to oppose takeover
UK: Tesco
…moves into housing market
…then loses key estate agency partner
…and is threatened with lawsuit
…before refocusing marketing on price war
UK: Waitrose gears up expansion plans
United States: Kroger LFLs continue to grow in Q1
United States: Safeway Q2 sales driven by Lifestyle stores
United States: Tesco focuses operations around 'customer assistants'
United States: Whole Foods
…extends Wild Oats offer again
…before it emerges that CEO trashed rival on web
…which leads to a storm brewing for Mackey
Mass merchandisers
UK: Costco FY sales up, profits down
Mixed goods retailing
UK: Instore LFLs sales up 4.1%
UK: McCarthy guides Poundland to improved year
UK: Wilkinson FY profits leap ahead
Multi-sector retailing
Australia: Coles
…sees Blackstone back out of bid
…as Wesfarmers sweetens deal
…before it reveals future plan
China: Wal-Mart aims to double Chinese stores within 5 years
Finland: Kesko H1 sales up 9.7%
Germany: KarstadtQuelle in talks with Debenhams
Spain: El Corte Inglés to resist calls for IPO
UK: Boots
…buyout gets S&P warning
…as CEO quits
UK: HMV
…rebounds after FY profit slump
…and eyes Fopp brand
UK: M&S
…sees Q1 LFLs edge ahead
…as Per Una founder gets set to quit?
United States: Sears issues further profit warning
United States: Target
…sees Ackman take stake
…then ups influence
United States: Wal-Mart
…looks to appeal to emotions
…and cuts prices on 16,000 products
Department stores
Germany: Debenhams set to exit Germany
Iceland: Baugur has no plans to make offer for Debenhams
United States: Saks sells 8% to Baugur
United States: Jones Apparel
…agrees to sell
…then gets higher bid
United States: Macy's
…cuts quarterly outlook
…looks set to go private
…as Harper named new President
United States: Nordstrom reportedly sells Façonnable chain
DIY retailing
Germany: Globus buys rival Hela for €100m
Russia: Kingfisher announces push in Russia
United States: Home Depot cuts FY forecast
Electrical retailing
France: Kesa
…considers selling BUT
…then confirms BUT offers
UK: DSG
...mulls franchises in UK
…as Dixons expands offer
United States: Best Buy to expand; buy back $5.5bn shares
Music and video goods retailing
UK: Fopp flops
Carpet retailing
UK: Carpetright FY LFLs slip
Furniture retailing
France: Kesa
…considers selling BUT
…then confirms BUT offers
Sweden: Ikea to axe 300 managerial jobs
Sweden: ILVA lost £11.5m prior to UK launch
Homewares retailing
UK: Dunelm reports strong FY
Home shopping
UK: Asos FY sales leap ahead
UK: N Brown LFLs up 11.1%
Health and beauty retailing
Germany: Strong H1 sales for Rossmann
UK: The Body Shop H1 LFLs up 7%
United States: Walgreens
…sees Q3 LFLs surge ahead
…and buys Option Care for $850m
Sports and leisure goods retailing
UK: Blacks
…rebounds
…with Freespirit sale to go ahead
UK: JJB suffers from World Cup comparatives
UK: Sports Direct
…buys Everlast
…buys majority stake in Field & Trek
…but warns on profit growth
Garden centres
UK: Dobbies
…battle continues
…as Tesco extends offer
Toys and games retailing
UK: Game Group H1 LFLs surge ahead
Clothing retailing
China: Mothercare confirms China plans
Europe: Gap denies plans to quit Europe
International: Another investigation into 'slave labour' conditions
UK: Bhs not for sale, says Green
UK: Burberry Q1 sales up 24%
UK: Jaeger FY sales, profits leap ahead
UK: Mothercare makes solid start to the year
UK: New Look
…sees sale collapse
…then looks to global expansion
UK: Peacocks mulls sale
UK: SRG up for sale
United States: Liz Claiborne
…to cut 16 apparel brands
…and announces sweeping restructuring
Footwear retailing
United States: Finish Line launches marketing blitz
United States: Payless purchases Dexter
Dollar stores
United States: 99 Cents Only
…reports mixed FY
…but does well in Q1
United States: Family Dollar sees successful third quarter
Economic News
Australia: Retail sales up in May
Europe: Retail sales increase in May
Germany: May sees retail slump
Ireland: Retail sales surge in May
Japan: Retail sales edge ahead in May
UK:
Retail sales remain firm in June, says ONS
CBI: retail sales growth slows in June
Retail sales rebound in June, says BRC
Market Analysis: PC Retailing in Europe
The European PC retailing retail sector
PC penetration – Creating the information society
Figure 1: PC Penetration by country, 2006
Germany the largest of the five markets
Figure 2: Share of consumer spending on information technology equipment, 2006
Figure 3: Per capita spending on information processing equipment, 2006
Spending on information processing equipment as % of total spending
Figure 4: Spending on information processing equipment as % of total consumer spending by country, 2006
Historical growth
Figure 5: Growth in consumer spending on information processing equipment by country, 2002-06
Figure 6: Spending on information technology by country, 2002-06
Forecast for consumer spending on information technology
Figure 7: Forecast spending on information processing equipment by country, 2006-11
Figure 8: Consumer spending on information technology & all retail sales forecast index, 2001-11
Retail sales
A lack of relevant data
Spending a better measure
Outlook and forecasts
Figure 9: Miscellaneous specialists’ sales by country, 2002-12
Retail Competitor Analysis
Figure 10: Europe: Leading PC retailing companies, sales 2005 and 2006
Figure 11: Leading electricals retailing companies, PC sales, 2006
Market shares
Figure 12: Leading specialist retailers’ share of the PC market, 2006
Figure 13: Leading non-specialist retailers’ estimated share of the PC market, 2006
Figure 14: Leading retailers’ estimated share of the PC market, 2006
Recent developments
Trends and issues
An unevenly developed market
Who doesn’t have one?
Not just one
Price
Replacement cycle
Company Profile: CDC Computer Discount
Background
Financial performance
Figure 15: CDC Computer Discount: Group financial performance, 2002-06
Store portfolio
Figure 16: CDC Computer Discount: Outlet data, 2002-06
Figure 17: CDC Computer Discount: Group operations, 2006
Retail offering
Market positioning
Brands
Product offer
Pricing
e-commerce & home shopping
Figure 18: CDC Computer Discount: Group websites, 2007