Contents
Market in Brief
French home shopping among the largest in Europe
Mail order dominates
Direct sellers need to adapt
E-commerce strong
Leading players lose share
Mail order forecast to outperform
Broader Market Environment
Number of Internet users rising rapidly…
Figure 1: Leading European economies, % growth in number of Internet users, 2000-07
Figure 2: France: Internet access data, October 2005
Population ageing
Figure 3: France: Population trends, 2002-06
Figure 4: France: Population, by age group, 2006
Economy in trouble
Figure 5: France: Gross domestic product, 1995-2005
Inflation
Figure 6: France: Consumer price inflation, 1998-2006
The Market in Context
The mail order, direct selling and e-commerce markets
Market size
Figure 7: France: Home shopping market by major sub-sector, 2005
Figure 8: France: Home shopping market sector share, 2005
Mail order
Figure 9: France: Mail order specialists’ sales & estimated breakdown, 2002-06
Figure 10: France: Mail order specialists’ sales, relative performance by segment, 2002-06
Direct selling
Figure 11: France: FEDSA members’ sales, 2001-05
E-commerce
Figure 12: France: Estimated e-commerce sales, 2001-06
Market Size and Forecast
Outlook
Non-store and mail order specialists’ forecast
Figure 13: France: Non-store specialists’ retail sales, 2002-12
Figure 14: France: Mail order specialists as % of all retail sales, 2002-12
European Consumer Context
Mail order – Key consumer research findings
Figure 15: Mail order use in GB, France, Germany, and Spain, 2006
Agency mail order
Figure 16: Are you acurrently an agent?, GB, France, Germany & Spain, 2006
Home shopping technology
Figure 17: Internet usage in GB, Germany, France and Spain, 2006
Figure 18: Agreement with statements relating to new technology and shopping, GB, Germany, France and Spain, 2006
Retail Competitor Analysis
Leading retailers
Redcats
Other leading players
Non-specialists
Figure 19: France: Leading non-store retailers, 2005
eBay
Market shares
Figure 20: France: Leading non-store retailers market shares, 2005
Amazon.fr
Evaluation
Figure 21: France: Leading home shopping retailers, evaluation, 2007
Major Company Profiles
Bertelsmann DirectGroup
Figure 22: Bertelsmann DirectGroup: Sales as share of non-store retailers’ sales in Germany and Europe, 2001-05
Strategic evaluation
Background
Financial performance
Figure 23: Bertelsmann DirectGroup: Group financial performance, 2001-05
Figure 24: Bertelsmann Group: Share of revenues by region, 2005
Figure 25: Bertelsmann Group: Share of revenues by category, 2005
Figure 26: Bertelsmann Group: Share of revenues by business division, 2004 and 2005
Figure 27: Bertelsmann DirectGroup: Share of revenues by category, 2005
Figure 28: Bertelsmann DirectGroup: Share of revenues by region, 2005
Retail offering
Market positioning
Brands
Figure 29: Bertelsmann: DirectGroup clubs and businesses, 2005
Operational issues and product development
Groupe Camif
Figure 30: Groupe Camif: Sales as share of non-store retailers in France, 2001-05
Strategic evaluation
Background
Group structure
Figure 31: Camif: Main operating divisions
Financial performance
Figure 32: Groupe Camif: Group financial performance, 2001-05
Store portfolio
Figure 33: Groupe Camif: Outlet data, 2001-05
Retail offering
Market positioning – ethical values
Product offer
Pricing
Operational issues
e-commerce & home shopping
Damartex
Figure 34: Damartex Europe: Sales as share of non-store retailers’ sales in Europe, 2002-06
Figure 35: Damartex France: Sales as share of non-store retailers’ sales in France, 2002-06
Figure 36: Damartex UK: Sales as share of non-store retailers’ sales in UK, 2002-06
Strategic evaluation
Background
Financial performance
Figure 37: Damartex: Financial performance, 2001/02-2005/06
2005/06 results
Store portfolio
Figure 38: Damartex: Retail outlets, 2002, 2004 and 2006
Retail offering
Market positioning
Product offer
Brands
Pricing
Operational issues and product development
Advertising & marketing
e-commerce & home shopping
KarstadtQuelle Mail Order
Figure 39: KarstadtQuelle Mail Order: German sales as share of non-store retailers’ sales in Germany, 2001-05
Strategic evaluation
Background
Karstadt + Quelle = KarstadtQuelle AG
Financial performance
Figure 40: KarstadtQuelle Mail order: Sales by region, 2001-06
Rising importance of foreign businesses
Figure 41: KarstadtQuelle Mail Order: Sales by region, 2005 and projected
Figure 42: KarstadtQuelle Mail Order: Group financial performance, 2001-05
First Choice not Neckermann?
Figure 43: KarstadtQuelle Mail Order: Neckermann, sales performance, 2001-05
Store portfolio
Figure 44: KarstadtQuelle Mail Order: Stores, as at end 2006
Retail offering
Market positioning
Figure 45: KarstadtQuelle Mail Order: Speciality catalogues, 2006
Co-operation with PPR’s Redcats
Brands
Figure 46: KarstadtQuelle Mail Order: Own brands, 2006
Product offer
e-commerce & home shopping
Figure 47: KarstadtQuelle Mail Order: E-commerce as % of all sales, 2005 and projected
Otto Group
Strategic evaluation
Background
Financial performance
Figure 48: Otto Group: Sales by division, 2005/06
Figure 49: Otto Group: Sales by region, 2005/06
Figure 50: Otto Group: Group financial performance, 2001/02-2005/06
Figure 51: Otto UK: Share of all non-store retailers’ sales, 2002-06
Retail offering
Market positioning
Brands
Product offer
Figure 52: Otto: Multi-channel retail operations, 2006
Operational issues
E-commerce & home shopping
Redcats
Figure 53: Redcats: Sales as share of non-store retailers’ sales in Europe, 2002-06
Strategic evaluation
Background
Financial performance
Figure 54: Redcats: Group financial performance, 2002-06
Figure 55: Redcats: Sales by division, 2006
Figure 56: Redcats: Specialist catalogues, 2007
Retail offering
Brands
Product offer
Figure 57: Redcats: Sales by major product category, 2005
e-commerce & home shopping
Figure 58: Redcats: Websites by market, 2007
M-commerce development
Amway
Strategic evaluation
Background
Financial performance
Figure 59: Alticor: Financial performance, 2000/01-2004/05
Figure 60: Alticor: Estimated sales by region, 2004/05
Figure 61: Amway UK: Financial performance, 2001-05
Store portfolio
Figure 62: Amway: European operations, dates of entry
Retail offering
Market positioning
Product offer/brands
Figure 63: Alticor: Exclusive brands, 2006
Operational issues
Advertising & marketing
e-commerce
Figure 64: Amway: European websites, 2006
Avon
Figure 65: Avon: Sales as share of non-store retailers’ sales in Europe, 2001-05
Strategic evaluation
Background
Financial performance
Figure 66: Avon: Group financial performance, 2001-05
The European division
Around the world
Retail offering
Market positioning
Brands
Product offer
Pricing
Operational issues
Advertising & marketing
e-commerce & home shopping
Tupperware
Strategic evaluation
Background
Financial performance
Figure 67: Tupperware Group: Financial performance, 2001-05
Figure 68: Tupperware Group: Sales by geographic region, 2001 and 2005
Figure 69: Tupperware Group: European sales & profit as share of group sales & profit, 2001-05
Figure 70: Tupperware: Sales in Germany, 2001-05
Figure 71: Tupperware: UK & Republic of Ireland, financial performance, 2001-05
Store portfolio
Figure 72: Tupperware: Websites, 2006/07
Retail offering
Market positioning
Brands/product offer
Figure 73: Tupperware Group: Product category mix
Figure 74: Tupperware Group: Brands, 2006
Operational issues
Advertising & marketing
Vorwerk
Strategic evaluation
Background
Figure 75: Vorwerk: Group divisions, 2006/07
Figure 76: Vorwerk: Geographical presence through Vorwerk companies, 2006/07
Financial performance
Figure 77: Vorwerk: Financial performance, 2001-05
Figure 78: Vorwerk: Group sales by geographic region, 2001-05
Figure 79: Vorwerk: Europe’s share of group sales, 2001-05
Figure 80: Vorwerk: Direct sales by operation, 2001-05
Figure 81: Vorwerk: Share of direct sales by operation, 2001 and 2005
Distribution channels
Figure 82: Vorwerk: Sales advisers, 2001-05
Online activity
Retail offering
Market positioning
Figure 83: Vorwerk: Brands, 2006/07
Operational issues
Advertising & marketing
Amazon.com Inc
Strategic evaluation
Background
Financial performance
Figure 84: Amazon.com Inc: Group financial performance, 2002-06
Figure 85: Amazon.com: Segment reporting, 2005 and 2006
Retail offering
Market positioning
Brands
Product offer
Pricing
Operational issues
Advertising & marketing
eBay Inc
Strategic evaluation
Background
Financial performance
Figure 86: eBay Inc: Group financial performance, 2002-06
Figure 87: eBay.com: Financial performance, 2002-06
Other revenue streams
Figure 88: eBay.com: Revenue stream segmental breakdown, 2006
International division continues to outperform the US
Figure 89: eBay.com: Net revenue by geography, 2001-05
Figure 90: eBay: Growth in net revenues by region, 2001-05
Europe driving sales
Figure 91: eBay: Share of net revenue by region, 2001-05
eBay and retail sales
How eBay auction platform operates
Feedback
Product offer