欧州における健康/美容製品の小売業界

Abstract

Mintel European Retail Intelligence provides independent, expert coverage of the major retail sectors throughout Europe. Each title in this series analyses retailing trends in up to 19 European markets, including the Scandinavian nations and Eastern European countries such as the Czech Republic and Poland as well as the major Western European markets.

The coverage provided by each report is as accurate, relevant and up-to-date as possible, combining in-house sector expertise with retailer performance data, taken directly from industry and trade sources.

With titles ranging from ' DIY Retailing in Europe' through to ' Food Retailing in Europe' , each market examination includes studies of:

• background economic and demographic data
• market sizes
• regional retailing trends and issues
• market drivers
• consumer expenditure
• consumer trends
• leading pan-European retailers
• domestic retailers
• market forecasts

Table of Contents

• Insights and Opportunities
• A new role for pharmacies
• Changing attitudes to beauty
• Market in Brief
• The future
• Sales forecasts
• Multiples and ageing population provide a boost
• Ageing population -- opportunity or threat?
• Market size and performance
• Confident consumers spend on personal care
• Food retailers challenge specialists
• Specialists rarely buck spending trends
• The consumer
• Convenience drives health and beauty market
• The European competitive landscape
• Alliance Boots dominates
• Drugstores bring concentration
• European Summary and Outlook
• 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
• Market size and trends
• Sources
• ' Beauty' market
  • Figure 3: Europe: Consumer spending on cosmetics, fragrances and toiletries, 2002, 2004 and 2006
• ' Health' market
• Definitions
• Bulk of pharmacy sales come from prescription drugs
• Prescription volumes growing
• France struggling to contain ballooning costs
• Generics being pushed in the Mediterranean markets
  • Figure 4: Europe: Pharmaceutical products market size, by country, 2002-06
• Per capita spending highest in France
  • Figure 5: Europe: Consumer spending on Health and beauty by country, 2002, 2004 and 2006
  • Figure 6: Europe: Spend per capita on health and beauty, by country, 2006
• Channels of distribution
  • Figure 7: European health and beauty retailing: Major channels of distribution for personal care products only, 2006
• Food retailers -- dominate through scale and convenience
• Drugstores -- yesterday' s format?
• Pharmacies -- good geographic coverage
• Perfumeries and beauty specialists popular in the South
• Specialist health and beauty sector
• Retail sales of non-OTC drugs
• Sector value and performance
  • Figure 8: European health and beauty retailing: Sector value by country, 2002 and 2006
• Sector relative performance
  • Figure 9: European health and beauty retailing: Sector share of all retail sales by country, 2002-06
• Outlet provision
  • Figure 10: European health and beauty retailing: Specialist stores relative importance and provision
• Retail Competitor Analysis
• European sales performance
  • Figure 11: Leading European health and beauty specialists -- European sales trends, 2005 and 2006
• Company evaluation
• Alliance Boots in pole position
• German drugstores dominate
• AS Watson - a mixed bag
• Solid progress from Celesio and Douglas
• Mass market beauty players -- The Body Shop and Yves Rocher
• Outlet trends
  • Figure 12: Leading European health and beauty specialists -- Outlet trends, 2005-07
  • Figure 13: Leading European health and beauty specialists -- Sales and outlet trends, 2002-06
• European cross border activity
• Internationalisation steps up
• Global product brands pave the way for foreign retail expansion
• Pharmacy operators constrained by regulatory framework
• ' New' Europe pulls in the drugstores
  • Figure 14: Leading pharmacies and drugstores -- European coverage, 2006/07
• Greater internationalisation in the beauty segment
  • Figure 15: Leading perfumeries and beauty specialists -- European coverage, 2006/07
• Sector concentration
  • Figure 16: Leading European health and beauty specialists -- Market shares by country, 2006/07
  • Figure 17: Leading European non-pharmacy specialists -- Market shares by country, 2006/07
• Consumer Summary
  • Figure 18: Agreements with lifestyle statements relating to health and beauty, by country, 2007
• French keen on health, not on beauty
  • Figure 19: Top five health and beauty lifestyle statements, France, 2007
• Vanity in Germany?
  • Figure 20: Top five health and beauty lifestyle statements, Germany, 2007
• Health in focus in Spain
  • Figure 21: Top five health and beauty lifestyle statements, Spain, 2007
• The British want no attention
  • Figure 22: Top five health and beauty lifestyle statements, GB, 2007
• European Outlook
• Sector sales forecasts
  • Figure 23: European health and beauty retailing: Sector sales forecasts, 2007 and 2012
• Relative performance
  • Figure 24: European health and beauty retailing: Sector' s relative importance by country, % point change in specialists' share of all retail sales, 2007-12
• Actual performance
  • Figure 25: European health and beauty retailing: Sector sales growth, 2007-12
• Issues and trends
• Regulatory barriers start to come down
• European Commission steps up the pressure
• Retailers set themselves up to capitalise on liberalisation
• Court judgements could change the competitive landscape
• Alliance Boots and Celesio have a competitive advantage
• What of the future landscape?
• Ageing population
• Creating points of difference
• Products
• Experiences
• Online retailing -- a mixed bag
  • Figure 26: Europe: Leading health and beauty retailers -- online shopping provision, 2007
• Prescription drugs
• OTC medicines need a point of difference
• Drugstores to department stores
• Beauty looks promising
• Interactivity
• France
• Market in Brief
• The future
• Market size and performance
• The competitive landscape
• Consumer research
• Broader Market Environment
• Positive factors
• Negative factors
• Population
  • Figure 27: France: Population trends, 2003-07
  • Figure 28: France: Population by age, 2007
• Economy
• GDP
  • Figure 29: France: GDP, 1996-2006
• Inflation
  • Figure 30: France: Consumer price inflation, 2002-06
• Employment
  • Figure 31: 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 32: France: Total household expenditure, 1996-2006
• Mixed price developments in health and beauty
  • Figure 33: France: Consumer price indices for selected health products categories, 2002-07
  • Figure 34: France: Consumer price indices for selected beauty products categories, 2002-07
• Health and beauty spending
  • Figure 35: France: Consumer spending on selected health & beauty goods and all items, Index, 2002-06
  • Figure 36: France: Consumer spending on health and beauty products, 2002-06
• Product market breakdown
• Perfumes, cosmetics and toiletries
  • Figure 37: France: spending on cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 38: France: Relative importance of categories vs Western Europe, 2006
• Pharmaceutical products
  • Figure 39: France: Pharmaceuticals market, product breakdown, 2002-06
  • Figure 40: France: Self-medication market breakdown, 2006
• Channels of distribution
  • Figure 41: France: Personal care goods spending by channel of distribution, 2002 and 2006
• Parapharmacies
  • Figure 42: France: Parapharmacy operations of non-specialists, September 2003, 2005 and 2006
• Home shopping
  • Figure 43: 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 44: France: Health and beauty retailers' sales, 2002-12
  • Figure 45: France: Health and beauty retailers' sales as share of all retail sales, 2002-12
• Past
  • Figure 46: France: Health and beauty retailers' sales, Index, 2002-06
  • Figure 47: France: Health and beauty retailers' sales, 2002-06
• Outlet and enterprise data
  • Figure 48: France: Number of H&B retail enterprises and average outlets per enterprise, 2001-05
  • Figure 49: France: Health and beauty outlet data, 2003-07
• Size and ownership
  • Figure 50: France: Health and beauty outlets by size, 2004
  • Figure 51: France: Ownership of retail enterprises by type, 2001-05
• The Consumer
• Where they shop
• Grocers dominate, pharmacies strong
  • Figure 52: France: Retailer where toiletries, cosmetics/skincare, perfumes, healthcare products or medicines purchased in the last 12 months, November 2007
• Who buys where
  • Figure 53: 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 54: France: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by retailer, November 2007
• Retail Competitor Analysis
  • Figure 55: France: Leading health and beauty specialists, 2006
• Market shares
  • Figure 56: France: Leading specialists' market shares, 2006
• Evaluation
  • Figure 57: France: Health and beauty retailers evaluation, 2006/07
• Germany
• Market in Brief
• The future
• Market size and performance
• The competitive landscape
• Consumer research
• Broader Market Environment
• Positive factors
• Negative factors
• Population
  • Figure 58: Germany: Population trends, 2002-06
  • Figure 59: Germany: Population, by age group, 2002, 2006 and 2010
• Economy
  • Figure 60: Germany: Gross domestic product, 1995-2007
• Inflation in check
  • Figure 61: Germany: Consumer prices, 1999-2007
• Unemployment falling
• Regulatory issues
• The Market in Context
• Subdued consumer spending
  • Figure 62: Germany: Household consumer expenditure, 1999-2006
• Stagnant prices in beauty
  • Figure 63: Germany: Consumer price indices for selected health and personal care products categories, 2002-06
• Market value and trends
  • Figure 64: Germany: Health and beauty products, relative performance, 2002-06
• Healthcare reforms force spend up
• Personal care hampered by consumer gloom
  • Figure 65: Germany: Consumer spending on health and beauty products, 2002-06
• Product market breakdown
• Perfumes, cosmetics and toiletries
  • Figure 66: Germany: sales of cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 67: Germany: Relative sales importance of categories vs western Europe, 2006
• Pharmaceutical products
  • Figure 68: Germany: Pharmaceuticals market, product breakdown, 2002-06
  • Figure 69: Germany: Self-medication market breakdown, 2006
• Channels of distribution
• Cosmetic and personal care
  • Figure 70: Germany: Facial care and personal care markets: Distribution by retail channel, 2006
  • Figure 71: Germany: Facial care and personal care markets: Distribution by retail channel, 2006
• OTC medicines
  • Figure 72: Germany: Over-the-counter medicines: Distribution by retail channel, 2004
• Sector Size and Forecast
• Economic outlook
• Retailers' prospects
• Beauty specialists
• Health specialists
  • Figure 73: Germany: Health and beauty retailers' sales, 2002-12
  • Figure 74: Germany: Health and beauty retailers' sales as share of all retail, 2002-12
• Past
  • Figure 75: Germany: Health and beauty retailers' sales by specialist type, index, 2003-07
  • Figure 76: Germany: Health and beauty retailers' estimated sales by specialist type, 2006
• Drugstore sales
  • Figure 77: Germany: Drugstore sector, sales performance, 2002-06
• Outlet and enterprise data
  • Figure 78: Germany: Number of retail enterprises, 1999, 2000, 2002 and 2005
  • Figure 79: Germany: Number of retail outlets, 1999, 2000, 2002 and 2005
• The Consumer
• Where they shop
• Schlecker dominates, food discounters strong
  • Figure 80: Germany: Retailer where toiletries, cosmetics/skincare, perfumes, healthcare products or medicines purchased in the last 12 months, November 2007
• Who buys where
  • Figure 81: 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 82: Germany: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by specialist retailer, November 2007Figure 83: 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 84: Germany: Leading health and beauty specialists, 2007
• Market shares
  • Figure 85: Germany: Leading specialists' market shares, 2004 and 2006
• Evaluation
  • Figure 86: Germany: Health and beauty retailers, evaluation, 2006/07
• Italy
• Market in Brief
• A mixed picture for the future
• Market size and performance
• Specialists' sector struggles
• Channels of distribution
  • Figure 87: Italy: Health and beauty market, estimated retail channels of distribution, 2006
• Leading specialists and market shares
• Consumer behaviour
• Broader Market Environment
• Positive factors
• Negative factors
• Growing population
  • Figure 88: Italy: Population trends, 2002-06
• But ageing ...
  • Figure 89: Italy: Population by age, 2006
• Sluggish economic progress
  • Figure 90: Italy: GDP, 1996-2006
• Consumers lack confidence too
  • Figure 91: Italy: Consumer spending, 1996-2006
• Consumer prices have fallen
  • Figure 92: Italy: Consumer price inflation, 1999-2006
• Pharmacy regulatory issues
• The Market in Context
• Key points
• Health and beauty market
• Definitions
• Health and beauty outperforms other product markets
  • Figure 93: Italy: Consumer spending on selected categories of goods, 2002-06
• Product market breakdown
• Perfumes, cosmetics and toiletries
  • Figure 94: Italy: Sales of cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 95: Italy: Relative spending importance of categories vs western Europe, 2006
• Pharmaceutical products
  • Figure 96: Italy: Pharmaceuticals market, product breakdown, 2002-06
  • Figure 97: Italy: Self-medication market breakdown, 2006
• Channels of distribution
  • Figure 98: Italy: Health and beauty market, retail channels of distribution, 2006
  • Figure 99: Italy: Members of the direct selling association, 2006
• Sector Size and Forecast
• Retail sales forecasts
  • Figure 100: Italy: Retail sales, 2002-12
• Past
• Treading water
• Medical and orthopaedic enterprises climbing
  • Figure 101: Italy: Retail enterprises, by sector, 2000-04
• Pharmacy outlet numbers
  • Figure 102: Italy: Number of pharmacies, April 2005 and April 2007
• The Consumer
• Where they shop
  • Figure 103: Italy: Retailer where toiletries, cosmetics/skincare, perfumes, healthcare products or medicines purchased in the last 12 months, November 2007
• Who buys where
  • Figure 104: Italy: 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
• The specialists
  • Figure 105: Italy: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by specialist retailer, November 2007
• Non-specialists
  • Figure 106: Italy: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by non-specialist retailer, November 2007
• Retail Competitor Analysis
• Key points
• Leading specialists
  • Figure 107: Italy: Leading health and beauty specialists, 2006
• Market shares
  • Figure 108: Italy: Leading health and beauty specialists' market shares, 2006
• Evaluation
  • Figure 109: Italy: Health and beauty specialists' evaluation, 2006/07
• The Netherlands
• Market in Brief
• The future
• Market size and performance
• Market leaders
• Broader Market Environment
• Positive factors
• Negative factors
• Population growing slowly
  • Figure 110: The Netherlands: Population trends, 2003-07
  • Figure 111: The Netherlands: Population by age group, 1990, 2000 and 2007
• An improving economy
  • Figure 112: The Netherlands: Gross domestic product, 1996-2006
• Inflation under control
  • Figure 113: The Netherlands: Consumer prices, 2001-07
• Unemployment falling
  • Figure 114: The Netherlands: Unemployment level (seasonally adjusted), 2002-08
  • Figure 115: The Netherlands: Consumer confidence and willingness to spend, 2002-08
• Regulatory issues
• Pharmacy regulation
• Drug prices
• Health insurance
• Market in Context
• Consumer spending in the doldrums
  • Figure 116: The Netherlands: Consumer expenditure, 1995-2007
• Negative inflation in beauty and toiletries
  • Figure 117: The Netherlands: Consumer price index, selected health and beauty goods, 2002-06
• Health & beauty lose spending share
  • Figure 118: The Netherlands: Consumer spending on selected health & beauty goods and all items, Index, 2002-06
  • Figure 119: The Netherlands: Breakdown of consumer expenditure in health and beauty sectors, 2002-06
• Product breakdown
• Perfumes, cosmetics and toiletries
  • Figure 120: The Netherlands: sales of cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 121: The Netherlands: Relative sales importance of categories vs western Europe, 2006
• Pharmaceutical products
  • Figure 122: The Netherlands: Pharmaceuticals market, product breakdown, 2002-06
  • Figure 123: The Netherlands: Self-medication market breakdown, 2006
• Channels of distribution
  • Figure 124: The Netherlands: Estimated channels of distribution, 2006
  • Figure 125: The Netherlands: Members of home shopping trade association specialising in health and beauty products, 2005Figure 126: The Netherlands: Direct selling companies specialising in health and beauty products, 2006/07
• Sector Size and Forecast
• Future
• Economic outlook
• Retailers' prospects
  • Figure 127: The Netherlands: Health and beauty retail sales, 2002-12
  • Figure 128: The Netherlands: Health and beauty retail sales as share or all retail sales, 2002-12
• Past
  • Figure 129: The Netherlands: Health and beauty retailers' sales, 2002-06
  • Figure 130: European health and beauty retailing: Elements of turnover of community pharmacy in the Netherlands, 2006
  • Figure 131: European health and beauty retailing: Turnover of community pharmacies in the Netherlands, 2006
• Outlet and enterprise data
  • Figure 132: The Netherlands: Number of retail enterprises, 2002-06
  • Figure 133: The Netherlands: Number of retail outlets, 2002-06
  • Figure 134: The Netherlands: Average retail outlets per enterprise, 2002-06
• Retail Competitor Analysis
• Fresh winds -- new formats
• Changes in the drugstore arena
• Joining forces
  • Figure 135: The Netherlands: Leading health and beauty specialists, 2006/07
• Market shares
  • Figure 136: The Netherlands: Leading retailers' shares of health and beauty specialists' sales, 2004/05 and 2006/07
• Evaluation
  • Figure 137: The Netherlands: Health and beauty retailers evaluation, 2006/07
• Spain
• Market in Brief
• A mixed picture for the future
• Market size and performance
• Specialists perform well
• Channels of distribution
  • Figure 138: Spain: Health and beauty market, retail channels of distribution, 2006
• Market leaders and market share
• Consumer behaviour
• Broader Market Environment
• Positive factors
• Negative factors
• Growing population
  • Figure 139: Spain: Population trends, 2002-06
• But ageing too...
  • Figure 140: Spain: Population, by age group, 2002, 2006 and 2010
• Steady economic growth
  • Figure 141: Spain: Gross domestic product, 1996-2007
• Consumer prices
  • Figure 142: Spain: Consumer prices, 1999-2007
• Regulatory issues
• The Market in Context
• Key points
• Consumer spending buoyed by booming housing market
  • Figure 143: Spain: Household consumer expenditure, 1995-2006
• Health and beauty market in context
• Definitions
• Health and beauty outperforms other product markets
  • Figure 144: Spain: Consumer spending on major categories of goods, 2002-06
• Modest inflation in the medical market
  • Figure 145: Spain: Spending growth on medical products, appliances & equipment, 2001-05
• Price rises in personal care buck the European trend
  • Figure 146: Spain: Spending growth on personal care goods and services, 2001-05
• Product market breakdown
• Perfumes, cosmetics and toiletries
  • Figure 147: Spain: Spending on cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 148: Spain: Relative spending importance of categories vs western Europe, 2006
• Pharmaceutical products
  • Figure 149: Spain: Pharmaceuticals market, product breakdown, 2002-06
  • Figure 150: Spain: Self-medication market breakdown, 2006
• Channels of distribution
  • Figure 151: Spain: Health and beauty market, retail channels of distribution, 2006
• Health and beauty specialists hold onto their market share
• Department stores benefit from rising disposable income
• Grocery retailers
• Direct selling
  • Figure 152: Spain: Personal care market, leading direct selling operators, 2006
• Sector Size and Forecast
• Economic and consumer spending outlook
• Retail sales forecasts
  • Figure 153: Spain: Retail sales, 2002-12
• Past
• Decent performance
• Enterprise and outlet numbers
  • Figure 154: Spain: Retail enterprises, 2005-07Figure 155: Spain: Number of retail outlets, 2005-07
• Sector drivers ...
• ...and trends
• The Consumer
• Where they shop
  • Figure 156: Spain: Retailer where toiletries, cosmetics/skincare, perfumes, healthcare products or medicines purchased in the last 12 months, November 2007
• Who buys where
  • Figure 157: Spain: 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
• The specialists
  • Figure 158: Spain: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by specialist retailer, November 2007
• Non-specialists
  • Figure 159: Spain: Detailed demographics of toiletries, cosmetics/skincare, perfumes, healthcare products or medicines shopper by non-specialist retailer, November 2007
• Retailer Competitor Analysis
• Key points
• Leading specialists
• El Corte Inglés is market leader
• Schlecker heads the specialists
• Slowly building greater critical mass
• Buying groups
  • Figure 160: Spain: Leading health & beauty specialists, 2006
• Market shares
  • Figure 161: Spain: Leading health and beauty specialists' market share, 2006
• Evaluation
  • Figure 162: Spain: Health and beauty specialists, evaluation, 2006/07
• United Kingdom
• Issues in the Market
• Main themes
• Definitions
• Abbreviations
• Insights and Opportunities
• Convenience is king
• Where' s the interactivity?
• Ageless or not?
• Market in Brief
• The future
• Market sizes, performance and structure
• Channels of distribution
  • Figure 163: UK health and beauty market, channels of distribution, 2006
• Market leaders
• Consumer behaviour
• Fast Forward Trends
• Trend 1: Re-Teching the past
• What is it?
• Market touchpoints/implications
• Trend 2: FSTR and HYPR
• What is it?
• Market touchpoints/implications
• Trend 3: Brand co-operation
• What is it?
• Market touchpoints/implications
• Internal Market Environment
• Price tactics
• Creating points of difference
• Loyalty
• Customer service
• MediSpa treatments
• Market repositioning
• Own brands
• Trading up
• Product innovation
• Pharmacy consolidation
• Healthcare focus
• Prescription drugs and pharmacy remuneration
• Prescription charges
• NHS receipts
• The reimbursement element
  • Figure 164: England: Prescriptions -- number dispensed and net ingredient cost, 1998-07
• OTC medicines
• Broader Market Environment
• Key points -- negative
• Key points -- positive
• 2007 -- a year of 2 halves!
• Pre-Northern Rock...
• Post-Northern Rock...
• Growing, greying population
  • Figure 165: UK: Population trends, 2002-12
  • Figure 166: UK: Population forecasts, by age band, 2007-12
• Population implications
• The baby boomers
• Increasingly affluent consumer
  • Figure 167: Forecast adult population trends, by socio-economic group, % change 2002-12
• Consumer spending
  • Figure 168: PDI and consumer expenditure, at current and constant 2002 prices, 2002-12
• Consumer implications for the health and beauty market
• Interest rates ...
• ...and consumer prices
  • Figure 169: UK: Consumer prices, percentage change year on year, 2001-07
• Consumer price implications for the health and beauty market
• The Market in Context
• Key points
• Health and beauty holds up well
  • Figure 170: UK: Consumer spending on selected categories, 2002-06
• Price deflation in beauty market
  • Figure 171: UK: Consumer spending growth on the beauty market by value and volume, 2003-07
• Resilience in the health market
  • Figure 172: UK: Consumer spending growth on the health market, 2003-07
• Product breakdown
• Perfumes, cosmetics and toiletries
  • Figure 173: UK: Sales of cosmetics, fragrances and toiletries by category, 2002, 2004 and 2006
  • Figure 174: UK: Relative sales importance of categories vs Western Europe, 2006
• Pharmaceutical products
  • Figure 175: UK: Pharmaceuticals market, product breakdown, 2004-06
  • Figure 176: UK: Self medication market breakdown, 2006
• Strengths and Weaknesses in the Market
• Strengths
• Weaknesses
• Who' s Innovating?
• Key Points
• Virtual health advice
• Beauty goes online
• Makeovers on the web
• Service provision
• Responding to ethnic demand
• Open to innovation
• Exclusivity is hard currency?
• Channels of Distribution
• Key Points
• Specialists dominate
  • Figure 177: UK health and beauty market, channels of distribution, 2006
• Grocery retailers
• Department stores and other mixed goods retailers
• Direct sellers
  • Figure 178: UK: Health and beauty market, leading direct sellers, 2006
• Sector Size and Forecast
• Key points -- future
• Key points -- past
• Future
• Retail sales forecasts
  • Figure 179: UK: Health and beauty retailers' sales, 2002-12
• Past
  • Figure 180: UK: All health and beauty retailers, all-inclusive sales by sub-sector, 2002-06
• Health and beauty specialists lose market share
  • Figure 181: UK: Health and beauty specialists* as a % of health and beauty market**, 2002-07
• Outlet and enterprise data
• Enterprises
  • Figure 182: UK: Health and beauty retailers, number of enterprises, by sub-sector, 2001-05
• Outlets
  • Figure 183: UK: Health and beauty retailers, number of outlets by sub-sector, 2001-05
• The Consumer -- Toiletries
• Key points
• Trend data
  • Figure 184: Source of toiletries purchased, percentage change 2002-07
• Supermarkets continue to win ground
• Health and beauty specialists losing
• The Body Shop challenged on its core territory
• Masstige pressures department stores
• Where they shopped
  • Figure 185: Source of toiletries purchased, November 2007
• Who shops where?
  • Figure 186: Market positioning of major retailers selling toiletries by age and affluence, November 2007
• Supermarket sweep
• The affluent and old prefer Boots
• Superdrug -- all about youth
• Toiletries -- Detailed Consumer Demographics
  • Figure 187: Source of toiletries purchased by demographic sub-group, November 2007
  • Figure 188: Source of toiletries purchased in the last three months, by demographic sub-group, November 2007
• The Consumer -- Beauty Products
• Key Points
• Trend data
  • Figure 189: Source of beauty products purchased, 2002-07
• Supermarkets steam ahead
• Price cuts and own-brand boost Boots' lead
• Green trend hits The Body Shop
• Avon efforts show little result
• Opportunities for M&S?
• Where they shopped
  • Figure 190: Source of cosmetics, skincare products or perfumes/fragrances in the last 12 months, November 2007
• Who shops where?
  • Figure 191: Market positioning of major retailers selling beauty products, by age and affluence, November 2007
• Men still shy of beauty?
• Supermarkets win with men
• Male environment
• A beautiful habit gets dropped with age
• Like day and night? The market leaders
• Avon calling
• Mum' s the word
• Tesco & Asda -- for families
• Beauty -- Detailed Consumer Demographics
  • Figure 192: Source of cosmetics, skincare products or perfumes/fragrances in the last 12 months, by demographic sub-group, November 2007
• The Consumer -- OTC Products
• Key points
• Trend data
  • Figure 193: Source of purchase of medicines or healthcare products, such as cough medicines, tablets or ointments, but not including products on prescription, in the last 6 months, 2002-07
• Supermarket expansion gains ground
• Lloyds and Co-op on the acquisition path
• Boots must lose?
• Where they shopped
  • Figure 194: Source of purchase of medicines or healthcare products, such as cough medicines, tablets or ointments, but not including products on prescription, in the last 6 months, November 2007
• Who shops where?
  • Figure 195: Market positioning of major retailers selling OTC by age and affluence, November 2007
• Men aren' t buying it
• The young and old get it free
• Families hungry for health
• Local independents surprisingly strong
• OTC -- Detailed Consumer Demographics
  • Figure 196: Source of purchase of medicines or healthcare products, such as cough medicines, tablets or ointments, but not including products on prescription, in the last 6 months, by demographic sub-group, November 2007Figure 197: Source of purchase of medicines or healthcare products, such as cough medicines, tablets or ointments, but not including products on prescription, in the last 6 months, by demographic sub-group, November 2007
• Consumer Shopping Behaviour and Attitudes
• Key points
• Beauty & toiletries
• OTC
• Buy as part of a regular shopping trip
• Don' t care where
  • Figure 198: Consumer shopping behaviour and attitudes, regarding toiletries and beauty goods, November 2007
• A special trip
• Prices, promotions and points
• The apathetic men
• Price-savvy women
• Hands-on shopping for the young
• Help the third-age?
• OTC -- shopping behaviour
• Most know what they want
  • Figure 199: Consumer shopping behaviour and attitudes regarding healthcare products (not including products on prescription), November 2007
• Little demand for help
• Loyalty in distress?
• Age effects attitudes
• Insecure Es?
• Shopping Behaviour and Attitudes -- Detailed Consumer Demographics
  • Figure 200: Consumer shopping behaviour and attitudes regarding OTC products, by demographic sub-group, November 2007Figure 201: Consumer shopping behaviour and attitudes, regarding toiletries and beauty goods, by demographic sub-group, November 2007
  • Figure 202: Consumer shopping behaviour and attitudes, regarding toiletries and beauty goods, by demographic sub-group, November 2007
• Health and Beauty Retailing -- Shopper Typologies
• Key Points
• Consumer types
  • Figure 203: Consumer typologies, November 2007
• Pick Up and Go (60%)
• Shop Around Skincare-Healthcare Anywhere (16%)
• Enthusiastic Information Seekers (24%)
• Shopper Typology Groups -- Detailed Consumer Demographics
  • Figure 204: Health and beauty shopper typologies, by demographic sub-group, November 2007
  • Figure 205: Health and beauty shopper typologies, by shops where toiletries have been bought in the last 3 months, December 2007
  • Figure 206: Health and beauty shopper typologies, by shops where cosmetics have been bought in the last 3 months, December 2007
  • Figure 207: Health and beauty shopper typologies, by shops where medicine and products have been bought in the last 3 months, December 2007
• Retail Competitor Analysis
• Key points
• Leading specialists
  • Figure 208: UK: Leading health and beauty specialists, 2006
• Market shares
  • Figure 209: UK: Leading specialists' market shares, 2006
  • Figure 210: UK: Leading specialists' market shares, 2006
• Evaluation
  • Figure 211: UK: Health and beauty specialists, evaluation, 2008
• Alliance Boots
  • Figure 212: Alliance Boots: Share of UK health and beauty specialists' sales, 2002-06
  • Figure 213: Alliance Boots: Share of European health and beauty specialists' sales, 2002-06
• Strategic evaluation
• Lowering prices and boosting value perceptions
• The bottom line?
• Rebadging UK community pharmacies
• Distributing Boots own brands in continental Europe
• Background
• Financial performance
  • Figure 214: Alliance Boots: Group pro forma financial performance, 2005/06-2006/07
• Retail division -- 2006/07 performance
  • Figure 215: Alliance Boots: Retail division pro forma financial performance, 2005/06-2006/07
• 2007/08
• Store portfolio
• Historic numbers
• Expansion picks up again
  • Figure 216: Alliance Boots: UK and rest of Europe, company owned outlet numbers, 2006/07
• Rebranding Community Pharmacy
• Overseas concessions
  • Figure 217: Alliance Boots: Overseas concession numbers by country, January 2008
• Retail offering
• International
• Market positioning
• Brands
• Pricing
• Product offer
  • Figure 218: Alliance Boots: UK retail division sales mix by major product category, 2006/07
• Customer services
• Advertising and marketing
• e-commerce and home shopping
  • Figure 219: Alliance Boots: UK online retail sales, 2003/04-2006/07
• A.S. Watson (Europe)
• Strategic evaluation
• Group
• Background
  • Figure 220: A.S.Watson: European health and beauty chains, 2006
• Financial performance
  • Figure 221: A.S.Watson: Year-on-year growth at European health & beauty business, 2003-06
• Store portfolio
  • Figure 222: A.S.Watson: Group health & beauty outlets in Europe, 2002-07
• Group e-commerce
  • Figure 223: A.S. Watson: European online presence, 2008
• Benelux
• Background
• Financial performance
  • Figure 224: A.S.Watson: Estimated sales by fascia in Belgium and the Netherlands, 2006
• Store portfolio
  • Figure 225: A.S.Watson: Stores in Belgium and the Netherlands, 2002-07
• Retail offering
• UK
  • Figure 226: A.S.Watson: Sales as share of health & beauty specialists' sales in the UK, 2002-06
• Background
• Financial performance
  • Figure 227: A.S. Watson: UK operations' financial performance, 2002-06
• Store portfolio
  • Figure 228: A.S. Watson: UK operations' outlets, 2002-07
• Retail offering
  • Figure 229: A.S. Watson: Superdrug own brands, at February 2008
• Marionnaud
  • Figure 230: A.S.Watson: Marionnaud: Sales as share of health & beauty specialists' sales in France and Europe, 2003-06
• Background
• Financial performance
  • Figure 231: A.S. Watson: Marionnaud: Sales, 2003-06
• Store portfolio
  • Figure 232: A.S. Watson: Marionnaud: Outlets, 2002-07
  • Figure 233: A.S. Watson: Marionnaud: Store portfolio by country, 2002-07
• Retail offering
• Other Eastern Europe
• Background
• Financial and outlet data
  • Figure 234: A.S. Watson: Other Eastern European operations, 2004-07
• Avenida (Juan Alberto Recio)
  • Figure 235: Avenida: Share of Spanish health and beauty specialists' sales, 2002-06
• Background
• Financial performance
  • Figure 236: Avenida: Sales performance, 2002-06
• Store portfolio
  • Figure 237: Avenida: Outlet data, 2002-06
• Beauty Success
  • Figure 238: Beauty Success: Sales as share of health & beauty specialists' sales in France, 2002-06
• Background
• Financial performance
  • Figure 239: Beauty Success: Financial performance, 2002-07
• Store portfolio
  • Figure 240: Beauty Success: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands
• Product offer
• e-commerce and home shopping
• Bodybell (Ibérica de Droguerí y Perfumería )
  • Figure 241: Bodybell: Share of Spanish health and beauty specialists' sales, 2002-06
• Background
• Financial performance
  • Figure 242: Bodybell: Sales performance, 2002-06
• Store portfolio
  • Figure 243: Bodybell: Outlet data, 2002-06
• Retail offering
• Market positioning
• Product offer
• Pricing
• Brocacef
• Financial performance
• Store portfolio
• Retail offering
• Product offer
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• Celesio
  • Figure 244: Celesio (UK): Share of UK health and beauty specialists' sales, 2002-06
  • Figure 245: Celesio: Share of European health and beauty specialists' sales, 2002-06
• Strategic evaluation
• Background
• Financial performance
  • Figure 246: Celesio Retail: Financial performance, 2002-06
  • Figure 247: Celesio Retail: Sales by country, 2002-06
  • Figure 248: Celesio Retail: Sales and outlet growth by country, 2005-06
  • Figure 249: Celesio Retail: Q1-Q3 sales by country, 2006 and 2007
• Store portfolio
  • Figure 250: Celesio Retail: Outlet data, 2002-Q3 2007
• Retail offering
• Market positioning
• Product offer
• Brands
• Pricing
• Customer services
• Advertising and marketing
• e-commerce
• Co-op Pharmacy
  • Figure 251: Co-op Pharmacy: Sales as share of health & beauty retailers in UK, 2002-06
• Background
• Financial performance
  • Figure 252: Co-op Pharmacy: Group financial performance, 2002-06
• Store portfolio
  • Figure 253: Co-op Pharmacy: Outlet data, 2003-07
• Retail offering
• Market positioning
• Brands
• Product offer
• e-commerce and home shopping
• DA Retailgroep
• Background
• Financial performance
• Store portfolio
• Retail offering
• Product offer
• Pricing
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• dm-drogerie markt
  • Figure 254: dm-drogerie-markt: Share of all European health and beauty retailers' sales, 2003-07
  • Figure 255: dm-drogerie markt: Share of German health and beauty specialists' sales, 2003-07
  • Figure 256: dm-drogerie markt: Share of German drugstore retailers' sales, 2002-06
• Strategic evaluation
• Background
• Financial performance
  • Figure 257: dm-drogerie markt: Sales performance, 2002/03-2006/07
• Store portfolio
• Larger than average stores
• Network development
• Sales productivity
  • Figure 258: dm-drogerie markt: Outlet data, 2002/03-2006/07
• International stores
  • Figure 259: 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 260: Douglas perfumery division: Share of German health and beauty specialists' sales, 2003-07
  • Figure 261: Douglas perfumery division: Share of European health and beauty specialists' sales, 2003-07
• Strategic evaluation
• Background
• Financial performance
  • Figure 262: Douglas Holding: Group financial performance, 2002-06/07
  • Figure 263: Douglas perfumery division: Financial performance, 2002-06/07
• Store portfolio
  • Figure 264: Douglas perfumery division: Outlet data, 2003-07
  • Figure 265: 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
• Etos
• Background
• Financial performance
• Store portfolio
• Retail offering
• Market positioning
• Product offer
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• In Faradis (Dapargel S.L)
  • Figure 266: In Faradis: Share of Spanish health and beauty specialists' sales, 2002-06
• Background
• Financial performance
  • Figure 267: In Faradis: Sales performance, 2002-06
• Store portfolio
  • Figure 268: In Faradis: Outlet data, 2002-06
• Limoni Italy
  • Figure 269: Limoni Italy: Sales as share of health & beauty specialists' sales in Italy, 2002-06
• Background
• Financial performance
  • Figure 270: Limoni Italy: Group financial performance, 2002-06
• Store portfolio
  • Figure 271: Limoni Italy: Outlet data, 2002-06
• Retail offering
• Market positioning
• Product offer and brands
• e-commerce and home shopping
• L Rowland
  • Figure 272: L Rowland: Sales as share of health & beauty specialists' sales in UK, 2002-06
• Background
• Financial performance
  • Figure 273: L Rowland & Co (Retail) Ltd: Group financial performance, 2002-06
• Store portfolio
  • Figure 274: L Rowland & Co (Retail) Ltd: Outlet data, 2002-06
• Retail offering
• Müller Ltd
  • Figure 275: Müller Ltd: Sales as share of health & beauty retailers' sales in Europe, 2002-06
  • Figure 276: 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 277: Müller Ltd: Estimated group sales performance, 2002-06
• Store portfolio
  • Figure 278: Müller Ltd: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• Nocibé
  • Figure 279: Nocibé Sales as share of health & beauty specialists' sales in France, 2003-07
• Background
• Financial performance
  • Figure 280: Nocibé Group financial performance, 2003-07
• Store portfolio
  • Figure 281: Nocibé Outlet data, 2003-07
• Retail offering
• Market positioning
• Product offer and brands
• Pricing
• e-commerce, home shopping and marketing
• Rossmann
  • Figure 282: Rossmann: Sales as share of health & beauty specialists' sales in Europe, 2002-06
  • Figure 283: 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 284: Rossmann: Group financial performance, 2002-07
• Store portfolio
  • Figure 285: Rossmann: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Operational issues
• e-commerce and home shopping
• Schlecker
  • Figure 286: Schlecker: Estimated share of German health and beauty retailers' sales, 2003-07
  • Figure 287: Schlecker: Share of European health and beauty specialists' sales, 2003-07
• Strategic evaluation
• Background
• Financial performance
  • Figure 288: Schlecker: Estimated sales performance, 2002-07
• Store portfolio
  • Figure 289: Schlecker: Estimated outlet data, 2003-07
• Retail offering
• Market positioning
• Brands
• Pricing
• Product offer
• Logistics
• Advertising
• e-commerce and home shopping
• Ihr Platz
  • Figure 290: Ihr Platz: Share of all German health and beauty retailers' sales, 2002-06
• Strategic evaluation
• Background
• Financial performance
  • Figure 291: Ihr Platz: Sales performance, 2002-06
• Store portfolio
  • Figure 292: 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 293: Sephora: Estimated financial performance, 2002-06
• Store portfolio
  • Figure 294: Sephora: Outlet data, 2002-07
• Retail offering
• Market positioning
• Brands and product offer
• Pricing
• Advertising and marketing
• The Body Shop
  • Figure 295: The Body Shop: Share of UK health and beauty specialists' sales, 2002-06
• Strategic evaluation
• Background
• Financial performance
  • Figure 296: The Body Shop: Financial performance, 2001/02-05/06
• Store portfolio
• Group outlet data
  • Figure 297: The Body Shop: Outlet data, 2002-2006
• European store numbers
  • Figure 298: The Body Shop: European outlet numbers, 2002-06
• European company-owned stores
  • Figure 299: 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 300: Yves Rocher Group: Estimated sales as share of health & beauty specialists' sales in Europe, 2002-06
• Strategic evaluation
• Background
  • Figure 301: Yves Rocher Group: Group brands, 2008
• Financial performance
  • Figure 302: Yves Rocher Group: Sales performance, 2002-06
  • Figure 303: Yves Rocher Group: Turnover by brand, 2000 and 2005
  • Figure 304: Yves Rocher Group: Turnover by channel (%), 2000 and 2006
• Store portfolio
  • Figure 305: Yves Rocher Group: Outlet data, 2002-06
  • Figure 306: Yves Rocher brand: Estimated European outlet numbers, 2005-06
• Retail offering
• Market positioning
• Brands
• Product offer
  • Figure 307: Yves Rocher brand: Turnover by product group, 2006
• Pricing
• Operational issues
• e-commerce and home shopping
  • Figure 308: Yves Rocher brand: Identified group websites, 2008