Health and Beauty Retailing - Germany - 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: Germany: Population trends, 2002-06
  • Figure 4: Germany: Population, by age group, 2002, 2006 and 2010
• Economy
  • Figure 5: Germany: Gross domestic product, 1995-2007
• Inflation in check
  • Figure 6: Germany: Consumer prices, 1999-2007
• Unemployment falling
• Regulatory issues
• The Market in Context
• Subdued consumer spending
  • Figure 7: Germany: Household consumer expenditure, 1999-2006
• Stagnant prices in beauty
  • Figure 8: Germany: Consumer price indices for selected health and personal care products categories, 2002-06
• Market value and trends
  • Figure 9: Germany: Health and beauty products, relative performance, 2002-06
• Healthcare reforms force spend up
• Personal care hampered by consumer gloom
  • Figure 10: Germany: Consumer spending on health and beauty products, 2002-06
• Product market breakdown
• Perfumes, cosmetics and toiletries
  • Figure 11: Germany: sales of cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 12: Germany: Relative sales importance of categories vs western Europe, 2006Pharmaceutical products
  • Figure 13: Germany: Pharmaceuticals market, product breakdown, 2002-06
  • Figure 14: Germany: Self-medication market breakdown, 2006
• Channels of distribution
• Cosmetic and personal care
  • Figure 15: Germany: Facial care and personal care markets: Distribution by retail channel, 2006
  • Figure 16: Germany: Facial care and personal care markets: Distribution by retail channel, 2006
• OTC medicines
  • Figure 17: Germany: Over-the-counter medicines: Distribution by retail channel, 2004
• Sector Size and Forecast
• Economic outlook
• Retailers' prospects
• Beauty specialists
• Health specialists
  • Figure 18: Germany: Health and beauty retailers' sales, 2002-12
  • Figure 19: Germany: Health and beauty retailers' sales as share of all retail, 2002-12
• Past
  • Figure 20: Germany: Health and beauty retailers' sales by specialist type, index, 2003-07
  • Figure 21: Germany: Health and beauty retailers' estimated sales by specialist type, 2006
• Drugstore sales
  • Figure 22: Germany: Drugstore sector, sales performance, 2002-06
• Outlet and enterprise data
  • Figure 23: Germany: Number of retail enterprises, 1999, 2000, 2002 and 2005
  • Figure 24: Germany: Number of retail outlets, 1999, 2000, 2002 and 2005
• The Consumer
• Where they shop
• Schlecker dominates, food discounters strong
  • Figure 25: Germany: Retailer where toiletries, cosmetics/skincare, perfumes, healthcare products or medicines purchased in the last 12 months, November 2007
• Who buys where
  • Figure 26: Germany: 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
  • Figure 27: Germany: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by specialist retailer, November 2007
  • Figure 28: Germany: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by retailer, November 2007
• Retail Competitor Analysis
• Leading specialists
• Consolidation
• The e-sphere
• Budnikowsky
  • Figure 29: Germany: Leading health and beauty specialists, 2007
• Market shares
  • Figure 30: Germany: Leading specialists' market shares, 2004 and 2006
• Evaluation
  • Figure 31: Germany: Health and beauty retailers, evaluation, 2006/07
• dm-drogerie markt
  • Figure 32: dm-drogerie-markt: Share of all European health and beauty retailers' sales, 2003-07
  • Figure 33: dm-drogerie markt: Share of German health and beauty specialists' sales, 2003-07
  • Figure 34: dm-drogerie markt: Share of German drugstore retailers' sales, 2002-06
• Strategic evaluation
• Background
• Financial performance
  • Figure 35: dm-drogerie markt: Sales performance, 2002/03-2006/07
• Store portfolio
• Larger than average stores
• Network development
• Sales productivity
  • Figure 36: dm-drogerie markt: Outlet data, 2002/03-2006/07
• International stores
  • Figure 37: dm-drogerie markt: International outlet numbers, 2002/03-2006/07
• Retail offering
• Market positioning
• Brands
• Pricing
• Product offer
• Marketing and loyalty card
• Distribution
• e-commerce
• Douglas
  • Figure 38: Douglas perfumery division: Share of German health and beauty specialists' sales, 2003-07
  • Figure 39: Douglas perfumery division: Share of European health and beauty specialists' sales, 2003-07
• Strategic evaluation
• International expansion
• Considered choices
• Standing out from the competition
• But an ever widening portfolio
• Background
• Financial performance
• Group data
  • Figure 40: Douglas Holding: Group financial performance, 2002-06/07
• Perfumery division
  • Figure 41: Douglas perfumery division: Financial performance, 2002-06/07
• Store portfolio
• International expansion continues
• Smart stores
  • Figure 42: Douglas perfumery division: Outlet data, 2003-07Sales densities
• Sales per outlet
  • Figure 43: Douglas perfumery division: Average sales per outlet by country, 2007
• Future store plans
• Retail offering
• Market positioning
• Brands and own brand
• Product offer
• Pricing
• Advertising and marketing
• e-commerce and home shopping
• Müller Ltd
  • Figure 44: Müller Ltd: Sales as share of health & beauty retailers' sales in Europe, 2002-06
  • Figure 45: Müller Ltd: Estimated sales as share of health & beauty retailers' sales in Germany, 2002-06
• Strategic evaluation
• Building scale and a USP
• Unconvincing foreign strategy
• An unhappy camp?
• Background
• Financial performance
  • Figure 46: Müller Ltd: Estimated group sales performance, 2002-06
• Store portfolio
  • Figure 47: Müller Ltd: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• Rossmann
  • Figure 48: Rossmann: Sales as share of health & beauty specialists' sales in Europe, 2002-06
  • Figure 49: Rossmann: Sales as share of health & beauty specialists' sales in Germany, 2002-06
• Strategic evaluation
• Sharp pricing
• ...needs breadth?
• Focused expansion
• Competition heats up at home
• Background
• Financial performance
  • Figure 50: Rossmann: Group financial performance, 2002-07
• Store portfolio
  • Figure 51: Rossmann: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Operational issues
• e-commerce and home shopping
• Schlecker
  • Figure 52: Schlecker: Estimated share of German health and beauty retailers' sales, 2003-07
  • Figure 53: Schlecker: Share of European health and beauty specialists' sales, 2003-07
• Strategic evaluation
• Background
• Financial performance
  • Figure 54: Schlecker: Estimated sales performance, 2002-07
• Store portfolio
  • Figure 55: Schlecker: Estimated outlet data, 2003-07
• Retail offering
• Market positioning
• Brands
• Pricing
• Product offer
• Logistics
• Advertising
• e-commerce and home shopping
• Ihr Platz
  • Figure 56: Ihr Platz: Share of all German health and beauty retailers' sales, 2002-06
• Strategic evaluation
• Background
• Financial performance
  • Figure 57: Ihr Platz: Sales performance, 2002-06
• Store portfolio
  • Figure 58: Ihr Platz: Outlet data, 2002-06
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• The Body Shop
  • Figure 59: The Body Shop: Share of UK health and beauty specialists' sales, 2002-06
• Strategic evaluation
• Background
• Financial performance
  • Figure 60: The Body Shop: Financial performance, 2001/02-05/06
• Store portfolio
• Group outlet data
  • Figure 61: The Body Shop: Outlet data, 2002-2006
• European store numbers
  • Figure 62: The Body Shop: European outlet numbers, 2002-06
• European company-owned stores
  • Figure 63: The Body Shop: Company-owned outlets, 2002-06
• Shop refits
• Retail offering
• Market positioning
• Brands
• Pricing
• Product offer
• Advertising and marketing
• Loyalty card
• e-commerce and other home shopping
• Yves Rocher Group
  • Figure 64: Yves Rocher Group: Estimated sales as share of health & beauty specialists' sales in Europe, 2002-06
• Strategic evaluation
• Background
  • Figure 65: Yves Rocher Group: Group brands, 2008
• Financial performance
  • Figure 66: Yves Rocher Group: Sales performance, 2002-06
  • Figure 67: Yves Rocher Group: Turnover by brand, 2000 and 2005
  • Figure 68: Yves Rocher Group: Turnover by channel (%), 2000 and 2006
• Store portfolio
  • Figure 69: Yves Rocher brand: outlet data, 2002-06
  • Figure 70: Yves Rocher brand: Estimated European outlet numbers, 2005-06
• Retail offering
• Market positioning
• Brands
• Product offer
  • Figure 71: Yves Rocher: Yves Rocher brand: Turnover by product group, 2006
• Pricing
• Operational issues
• e-commerce and home shopping
  • Figure 72: Yves Rocher Group: Yves Rocher brand: Identified group websites, 2008