Table of contents 2
Executive summary 7
Industry analysis 7
Industry definition 7
Global top 10 multiline companies 7
Market value 8
Market segmentation: product 9
Market segmentation: geography 10
Five forces analysis 11
Global top 10 companies landscape 18
Top 10 companies landscape 19
Revenue analysis 21
Financial performance analysis 23
Operating profit analysis 24
Net profit analysis 25
Ratio analysis 26
Company reports 28
Wal-Mart Stores, Inc. 28
The Kroger Co. 37
Costco Wholesale Corporation 44
Target Corporation 50
Seven & I Holdings Co., Ltd 56
Aeon Co. Ltd. 61
Sears Holdings Corporation 66
Loblaw Companies Limited 73
PPR SA 77
JC Penney Corporation 83
Financial analysis 89
Wal-Mart Stores, Inc. 89
The Kroger Co. 92
Costco Wholesale Corporation 95
Target Corporation 98
Seven & I Holdings Co., Ltd 101
Aeon Co. Ltd 104
Sears Holdings Corporation 107
Loblaw Companies Limited 110
PPR SA 113
JC Penney Corporation 116
Appendix 119
FIGURES
Figure 1: Global multiline retail industry value, $ billion, 2005–09 8
Figure 2: Global multiline retail industry segmentation: product ,% share, by value, 2009 9
Figure 3: Global multiline retail industry segmentation: geography ,% share, by value, 2009 10
Figure 4: Forces driving competition in the global multiline retail industry, 2009 11
Figure 5: Drivers of buyer power in the global multiline retail industry, 2009 12
Figure 6: Drivers of supplier power in the global multiline retail industry, 2009 13
Figure 7: Factors influencing the likelihood of new entrants in the global multiline retail industry, 2009 14
Figure 8: Factors influencing the threat of substitutes in the global multiline retail industry, 2009 15
Figure 9: Drivers of degree of rivalry in the global multiline retail industry, 2009 16
Figure 10: Turnover of global top 10 multiline retailers, $m, 2009 19
Figure 11: Revenue growth rates of global top 10 multiline retailers, 2007–09 22
Figure 12: Operating profit analysis of global top 10 multiline retailers, 2009 24
Figure 13: Net profit analysis of global top 10 multiline retailers, 2009 25
TABLES
Table 1: Global multiline retail industry value, $ billion, 2005–09 8
Table 2: Global multiline retail industry segmentation—product ,% share, by value, 2009 9
Table 3: Global multiline retail industry segmentation: geography ,% share, by value, 2009 10
Table 4: Turnover of global top 10 multiline retailers, $m, 2009 18
Table 5: Revenue growth of global top 10 multiline retailers ($m), 2007–09 21
Table 6: Key financials of global top 10 multiline retailers, 2009 23
Table 7: Key industry–specific ratios, 2009 26
Table 8: Wal-Mart: financial and operational highlights, 2006–10 ($m) (1) 89
Table 9: Wal-Mart: financial and operational highlights, 2006–10 ($m) (2) 90
Table 10: Wal-Mart: key industry specific ratios, 2006–10 91
Table 11: Kroger: financial and operational highlights, 2006–10 ($m) (1) 92
Table 12: Kroger: financial and operational highlights, 2006–10 ($m) (2) 93
Table 13: Kroger: key Industry Specific Ratios, 2006–10 94
Table 14: Costco: financial and operational highlights, 2005–09 ($m) (1) 95
Table 15: Costco: financial and operational highlights, 2005–09 ($m) (2) 96
Table 16: Costco: key industry specific ratios, 2005–09 97
Table 17: Target: financial and operational highlights, 2006–10 ($m) (1) 98
Table 18: Target: financial and operational highlights, 2006–10 ($m) (2) 99
Table 19: Target: key industry specific ratios, 2006–10 100
Table 20: Seven & I: financial and operational highlights, 2006–10 ($m) (1) 101
Table 21: Seven & I: financial and operational highlights, 2006–10 ($m) (2) 102
Table 22: Seven & I: key industry specific ratios, 2006–10 103
Table 23: Aeon: financial and operational highlights, 2006–10 ($m) (1) 104
Table 24: Aeon: financial and operational highlights, 2006–10 ($m) (2) 105
Table 25: Aeon: key industry specific ratios, 2006–10 106
Table 26: Sears: financial and operational highlights, 2006–10 ($m) (1) 107
Table 27: Sears: financial and operational highlights, 2006–10 ($m) (2) 108
Table 28: Sears: key industry specific ratios, 2006–10 109
Table 29: Loblaw: financial and operational highlights, 2005–09 ($m) (1) 110
Table 30: Loblaw: financial and operational highlights, 2005–09 ($m) (2) 111
Table 31: Loblaw: key industry specific ratios, 2005–09 112
Table 32: PPR: financial and operational highlights, 2005–09 ($m) (1) 113
Table 33: PPR: financial and operational highlights, 2005–09 ($m) (2) 114
Table 34: PPR: key industry specific ratios, 2005–09 115
Table 35: JC Penney: financial and operational highlights, 2006–10 ($m) (1) 116
Table 36: JC Penney: financial and operational highlights, 2006–10 ($m) (2) 117
Table 37: JC Penney: key industry specific ratios, 2006–10 118
[Inhaltsverzeichnis ausblenden]