Health and Beauty Retailing - France - March 2008

Table of Contents

• Market in Brief
• The future
• Market size and performance
• The competitive landscape
• Consumer research
• Report Scope
• Retailers
• Product markets
• Abbreviations
• Technical notes
• Financial definitions
• Currencies
• Country codes
  • Figure 1: Country codes
• VAT
  • Figure 2: Europe: Standard VAT rates, 2006/07
• Broader Market Environment
• Positive factors
• Negative factors
• Population
  • Figure 3: France: Population trends, 2003-07
  • Figure 4: France: Population by age, 2007
• Economy
• GDP
  • Figure 5: France: GDP, 1996-2006
• Inflation
  • Figure 6: France: Consumer price inflation, 2002-06
• Employment
  • Figure 7: France: Unemployment rate (%), 2001-07
• Regulatory issues
• Highly regulated pharmacy market
• Prescription charges
• Voluntary groups
• Parapharmacies
• The Market in Context
• Steady spending from households
  • Figure 8: France: Total household expenditure, 1996-2006
• Mixed price developments in health and beauty
  • Figure 9: France: Consumer price indices for selected health products categories, 2002-07
  • Figure 10: France: Consumer price indices for selected beauty products categories, 2002-07
• Health and beauty spending
  • Figure 11: France: Consumer spending on selected health & beauty goods and all items, Index, 2002-06
  • Figure 12: France: Consumer spending on health and beauty products, 2002-06
• Product market breakdown
• Perfumes, cosmetics and toiletries
  • Figure 13: France: spending on cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 14: France: Relative importance of categories vs Western Europe, 2006
• Pharmaceutical products
  • Figure 15: France: Pharmaceuticals market, product breakdown, 2002-06
  • Figure 16: France: Self-medication market breakdown, 2006Channels of distribution
  • Figure 17: France: Personal care goods spending by channel of distribution, 2002 and 2006
• Parapharmacies
  • Figure 18: France: Parapharmacy operations of non-specialists, September 2003, 2005 and 2006
• Home shopping
  • Figure 19: France: Fev@d specialist health and beauty members, 2006
• Sector Size and Forecast
• Economic outlook
• Retailers' prospects
• Opportunities for beauty retailers?
• Subdued growth likely for pharmacies
  • Figure 20: France: Health and beauty retailers' sales, 2002-12
  • Figure 21: France: Health and beauty retailers' sales as share of all retail sales, 2002-12
• Past
  • Figure 22: France: Health and beauty retailers' sales, Index, 2002-06
  • Figure 23: France: Health and beauty retailers' sales, 2002-06
• Outlet and enterprise data
  • Figure 24: France: Number of H&B retail enterprises and average outlets per enterprise, 2001-05
  • Figure 25: France: Health and beauty outlet data, 2003-07
• Size and ownership
  • Figure 26: France: Health and beauty outlets by size, 2004
  • Figure 27: France: Ownership of retail enterprises by type, 2001-05
• The Consumer
• Where they shop
• Grocers dominate, pharmacies strong
  • Figure 28: France: Retailer where toiletries, cosmetics/skincare, perfumes, healthcare products or medicines purchased in the last 12 months, November 2007
• Who buys where
  • Figure 29: France: Market positioning of retailers where toiletries, cosmetics/skincare, perfumes, healthcare products or medicines purchased in the last 12 months, by income and age, November 2007
• Detailed consumer demographics
• Cheap & cheerful Yves Rocher...
• ...could learn from Nocibé?
• The super- and hypermarkets can do more
• Marionnaud -- for the grown woman?
• Room for others?
  • Figure 30: France: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by retailer, November 2007
• Retail Competitor Analysis
  • Figure 31: France: Leading health and beauty specialists, 2006
• Market shares
  • Figure 32: France: Leading specialists' market shares, 2006
• Evaluation
  • Figure 33: France: Health and beauty retailers evaluation, 2006/07
• A.S. Watson (Europe)
• Strategic evaluation
• Group
• Background
  • Figure 34: A.S.Watson: European health and beauty chains, 2006
• Financial performance
  • Figure 35: A.S.Watson: Year-on-year growth at European health & beauty business, 2003-06
• Store portfolio
  • Figure 36: A.S.Watson: Group health & beauty outlets in Europe, 2002-07
• Group e-commerce
  • Figure 37: A.S. Watson: European online presence, 2008
• Benelux
• Background
• Financial performance
  • Figure 38: A.S.Watson: Estimated sales by fascia in Belgium and the Netherlands, 2006
• Store portfolio
  • Figure 39: A.S.Watson: Stores in Belgium and the Netherlands, 2002-07
• Retail offering
• UK
  • Figure 40: A.S.Watson: Sales as share of health & beauty specialists' sales in the UK, 2002-06
• Background
• Financial performance
  • Figure 41: A.S. Watson: UK operations' financial performance, 2002-06
• Store portfolio
  • Figure 42: A.S. Watson: UK operations' outlets, 2002-07
• Retail offering
  • Figure 43: A.S. Watson: Superdrug own brands, at February 2008
• Marionnaud
  • Figure 44: A.S.Watson: Marionnaud: Sales as share of health & beauty specialists' sales in France and Europe, 2003-06
• Background
• Financial performance
  • Figure 45: A.S. Watson: Marionnaud: Sales, 2003-06
• Store portfolio
  • Figure 46: A.S. Watson: Marionnaud: Outlets, 2002-07
  • Figure 47: A.S. Watson: Marionnaud: Store portfolio by country, 2002-07
• Retail offering
• Other Eastern Europe
• Background
• Financial and outlet data
  • Figure 48: A.S. Watson: Other Eastern European operations, 2004-07
• Beauty Success
  • Figure 49: Beauty Success: Sales as share of health & beauty specialists' sales in France, 2002-06
• Background
• Financial performance
  • Figure 50: Beauty Success: Financial performance, 2002-07
• Store portfolio
  • Figure 51: Beauty Success: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands
• Product offer
• e-commerce and home shopping
• Douglas
  • Figure 52: Douglas perfumery division: Share of German health and beauty specialists' sales, 2003-07
  • Figure 53: Douglas perfumery division: Share of European health and beauty specialists' sales, 2003-07
• Strategic evaluation
• Background
• Financial performance
  • Figure 54: Douglas Holding: Group financial performance, 2002-06/07
  • Figure 55: Douglas perfumery division: Financial performance, 2002-06/07
• Store portfolio
  • Figure 56: Douglas perfumery division: Outlet data, 2003-07
  • Figure 57: Douglas perfumery division: Average sales per outlet by country, 2007
• Retail offering
• Market positioning
• Brands and own brand
• Product offer
• Pricing
• Advertising and marketing
• e-commerce and home shopping
• Nocib
  • Figure 58: Nocibé: Sales as share of health & beauty specialists' sales in France, 2003-07
• Background
• Financial performance
  • Figure 59: Nocibé: Group financial performance, 2003-07
• Store portfolio
  • Figure 60: Nocibé: Outlet data, 2003-07
• Retail offering
• Market positioning
• Product offer and brands
• Pricing
• e-commerce, home shopping and marketing
• Schlecker
  • Figure 61: Schlecker: Estimated share of German health and beauty retailers' sales, 2003-07
  • Figure 62: Schlecker: Share of European health and beauty specialists' sales, 2003-07
• Strategic evaluation
• Background
• Financial data
  • Figure 63: Schlecker: Estimated sales performance, 2002-07
• Store portfolio
  • Figure 64: Schlecker: Estimated outlet data, 2003-07
• Retail offering
• Market positioning
• Brands
• Pricing
• Product offer
• Logistics
• Advertising
• e-commerce and home shopping
• Ihr Platz
  • Figure 65: Ihr Platz: Share of all German health and beauty retailers' sales, 2002-06
• Strategic evaluation
• Background
• Financial data
  • Figure 66: Ihr Platz: Sales performance, 2002-06
• Store portfolio
  • Figure 67: Ihr Platz: Outlet data, 2002-06
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• Sephora
• Strategic evaluation
• Background
• Financial performance
  • Figure 68: Sephora: Estimated financial performance, 2002-06
• Store portfolio
  • Figure 69: Sephora: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands and product offer
• Pricing
• Advertising and marketing
• Yves Rocher Group
  • Figure 70: Yves Rocher Group: Estimated sales as share of health & beauty specialists' sales in Europe, 2002-06
• Strategic evaluation
• Background
  • Figure 71: Yves Rocher Group: Group brands, 2008
• Financial performance
  • Figure 72: Yves Rocher Group: Sales performance, 2002-06
  • Figure 73: Yves Rocher Group: Turnover by brand, 2000 and 2005
  • Figure 74: Yves Rocher Group: Turnover by channel (%), 2000 and 2006
• Store portfolio
  • Figure 75: Yves Rocher Group: Yves Rocher brand outlet data, 2002-06
  • Figure 76: Yves Rocher brand: Estimated European outlet numbers, 2005-06
• Retail offering
• Market positioning
• Brands
• Product offer
  • Figure 77: Yves Rocher brand: Turnover by product group, 2006
• Pricing
• Operational issues
• e-commerce and home shopping
  • Figure 78: Yves Rocher brand: Identified group websites, 2008