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市場調查報告書
英國遠距購物市場的動向
UK Remote Shopping 2011
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Abstract
Introduction
UK Remote Shopping 2011: This sector has continued to outperform store based
retailers for growth, as shoppers become more comfortable about buying online.
This report provides market sizes for the three channels which make up this
market, with forecasts up to 2014, retailer profiles and comprehensive
analysis of the key issues within the sector.
Features and benefits
- Analysis and 5 year forecasts for the online, mail order and TV shopping
markets along with the total remote market
- Full profiles on 15 of the main retailers within the remote retail market,
along with five shorter profiles for some of the smaller retailers.
- Insight into the key retail issues currently influencing the UK remote
retail sector
Highlights
Despite the more austere customer and challening economic conditions, the
remote retail market is set to grow by 10.4% in 2010. The exceptional growth
of online has driven this growth and it is set to make up 82.1% of the market
in 2010.While store based retailers make up the majority of online purchases,
with 47.8% of the online market, the most dynamic channel in 2009 was pureplay
retailers, which grew by 30.8%. The main driver of this was customers becoming
increasingly confident about buying from pureplays, as well as the growing
range that these retailers are offering.While m-commerce is currently a small
part of the remote market, many retailers have already used this new
technology to drive sales. For instance, 6% of Ocado' s sales in 2010 were
from m-commerce. In 2011, we forecast that more retailers will look to utilise
m-commerce as a sales channel, through mobile optimised websites or through
applications.
Your key questions answered
- Learn about the size of the overall remote market, its subcomponents and
future prospects.
- Compare the performance and prospects of a number of retailers, with
market shares for the overall remote market and individual channels.
- Gain a better understanding of the future trends that are set to impact
this market and how you can capitalise on them.
Table of Contents
- Overview
- Summary
- Executive summary
- Key findings
- Remote shopping expands 10.4% in 2010...
- ...generating the majority of retail growth this year
- Online dominant and essential to retail investment plans
- Service improvements drive online takeup
- Total mail order sales have stagnated but there are major winners and
losers
- Catalogues evolve into new complementary role
- Mass market operators gain share and will force others to differentiate
- Fashion pureplays outperform the market
- Traditional agency operators lose most share
- M-commerce beats expectations and is set to become a source of growth in
2011
- International retailing has risks but is a significant opportunity
- Remote shopping expands 10.4% in 2010 ...
- ... generating the majority of retail growth this year
- Online dominant and crucial to retail investment plans
- Service improvements drive online takeup
- Pureplays reinforce role as successful business model
- Total mail order sales have stagnated but there are major winners and
losers
- Catalogues evolve into complementary marketing role
- Mass market operators gain share in 2010
- Fashion pureplays outperform market
- Traditional agency operators lose most share
- M-commerce beats expectations and will become a source of growth in 2011
- International retailing has risks but is a significant opportunity
- Market Analysis
- Definition of remote retail
- Remote shopping market
- Remote shopping channels
- Channel analysis
- Online sales
- Total online market
- Online market components
- Mail order sales
- Total mail order sales
- Direct
- Agency
- TV shopping
- Remote shopping market forecast
- Key Issues
- Remote shopping provides major retail opportunities
- Online increasingly drives performance of remote
- Online increasingly drives performance of remote
- Retailers use click and collect more to drive footfall into store
- Pairing up with others increases customer convenience
- Mail order and TV shopping increasingly shift online
- Catalogues lack flexibility and features of online
- Future of the catalogue
- TV shopping cannot rely forever for growth from switchover
- Shopping channels see online boost as well
- TV shopping set to converge with online
- Huge online ranges an opportunity but also a possible problem
- Wider choice drives growth
- Ranges risk potential overexpansion
- Retailers provide personalised web experience
- Service proposition evolves
- M-commerce apps boom but can they generate sales?
- Sales results better than expected
- But are apps the right strategy?
- International retailing
- Rapid expansion of coverage
- Expanding internationally offers many benefits to retailers
- Foreign currency payments crucial to overseas growth
- Barriers to clear for international success
- Can be challenging for new entrants to gain traction in a new market
- Customer concerns also a significant hurdle to clear
- Company Data Analysis
- Marketplace operators gain ground
- Non-food the main driver for Tesco
- Argos benefits from convenience and widening online range
- Fashion pureplays hit their target audiences
- Despite improved performance from direct clothing operators, they fail to
keep pace with the market
- Betterware boosted by the recession
- Agency home shopping and Findel lose out
- TV shopping retailers see their share marginally decline
- Channel analysis
- Online
- Direct mail order
- Agency mail order
- TV shopping
- Key operating statistics
- Advertising
- Amazon
- Drives home technological and scale advantages
- Recent key events
- Grows via new categories
- Proposition
- Financials
- Extremely rapid expansion continues
- Market shares
- Outlook
- Benefits of scale from new product areas but these could pose problems
- Argos
- Under pressure from costs and competition
- Recent key events
- Investment in key areas of business
- Proposition
- Financials
- Extremely rapid expansion continues
- Current trading
- Market shares
- Outlook
- Scale of operations will help but future problems loom
- ASOS
- International becomes main growth driver
- Recent key events
- Focuses on service and range
- Proposition
- Financials
- Rapid expansion continues
- International starts to drive growth
- Market shares
- Outlook
- Pureplay fashion champion builds on its strengths
- Avon
- Misses out on health and beauty growth
- Recent key events
- Cuts costs to restore profitability
- Proposition
- Financials
- Slight recovery under way
- Market shares
- Outlook
- Suffers from pitfalls of door-to-door model
- eBay
- Marketplace growth momentum returns
- Recent key events
- M-commerce and fashion to spearhead growth
- Proposition
- Financials
- Recession hits eBay sales hard
- Market shares
- Outlook
- Remains innovative but competition increases
- Findel
- Tries to stabilise and invest in ongoing businesses
- Recent key events
- Drastic restructuring continues
- Propositions
- Financials
- Educational division underperformance hits results
- Market shares
- Outlook
- Rapid turnaround needed in continuing businesses
- Flying Brands
- Vulnerable to much larger rivals
- Recent key events
- New acquisitions and strategic focus
- Proposition
- Financials
- Boosts profits by cutting loss-makers
- Market shares
- Outlook
- Builds sales in profitable areas
- FreemansGrattan Holdings
- Marketplace growth momentum returns
- Recent key events
- Continues shake up under new management
- Propositions
- Financials
- Sales collapse on restructuring
- Market shares
- Outlook
- Last chance for FGH to put things right
- N Brown
- Expands from core plus-size womenswear business
- Recent key events
- Acquisitions as well as organic growth
- Propositions
- Financials
- Educational division underperformance hits results
- Market shares
- Outlook
- Successful diversification from core business
- Next Directory
- Efficiency keeps profits rising
- Recent key events
- Further range improvements but cost inflation a worry
- Proposition
- Financials
- Directory continues to outperform
- Market shares
- Outlook
- Performs well in exceptionally tough environment
- Ocado
- Unique online model yet to prove itself
- Recent key events
- Rapid growth but profitability still not secure
- Proposition
- Financials
- Sales rise consistently year-on-year by around 25.0%
- Market shares
- Outlook
- Service standards and product ranges key to future success
- QVC
- Business holds up despite recession
- Recent key events
- Promotes links between new media and TV channels
- Proposition
- Financials
- Subdued growth
- Market shares
- Outlook
- Technology development a challenge but also an opportunity
- Shop Direct Group
- Conversion to online retail almost complete
- Recent key events
- Aims for growth with new ranges
- Propositions
- Financials
- 70.0% of sales online
- Market shares
- Outlook
- Needs topline growth to drive operating profits
- Sit-Up
- Reviewing strategic options under new ownership
- Recent key events
- Trying to get back on track under new ownership
- Proposition
- Financials
- Price-drop return should boost revenue
- Market shares
- Outlook
- Initiating new strategies for future growth
- Tesco
- Online growth loses dynamism
- Recent key events
- Sophistication and breadth of e-commerce grows
- Proposition
- Financials
- Growth hit by consumer slowdown and lower grocery inflation
- Market shares
- Outlook
- Still the online grocery leader, but competition increases
- Smaller Remote Retailers
- Betterware
- Outlook
- Boden
- Outlook
- M and M Direct
- Outlook
- Net-a-Porter
- Outlook
- Redcats
- Outlook
- Appendix
- Ask the analyst
- Verdict consulting
- Disclaimer
TABLE OF FIGURES
- Figure 1: Remote shopping sales 2000-2011e
- Figure 2: Breakdown of remote shopping market 2009 and 2011e
- Figure 3: Remote shopping channels 2010e and 2011e
- Figure 4: Main channels' share of remote shopping 2005-2011e
- Figure 5: Remote shopping y-o-y change % in sales by segment 2005-2011e
- Figure 6: Total online sales & growth rates 2000-2011e
- Figure 7: Breakdown of online market 2009 and 2011e
- Figure 8: Online sales as a percentage of total retail 2000-2014e
- Figure 9: Online sales as a percentage of total remote shopping sales
2001-2011e
- Figure 10: Total physical retailers online sales & growth 2001-2011e
- Figure 11: Physical retailers online sales vs total online sales 2005-2011e
- Figure 12: Physical retailers online vs total online sales growth
2005-2011e
- Figure 13: Total pureplay retailers online sales & growth 2001-2011e
- Figure 14: Pureplay retailers online sales vs total online sales 2005-2011e
- Figure 15: Online pureplay vs total online sales growth 2005-2011e
- Figure 16: Total mail order retailers online sales & growth 2001-2011e
- Figure 17: Mail order retailers online sales vs total online sales
2005-2011e
- Figure 18: Mail order retailers online vs total online sales growth
2005-2011e
- Figure 19: Total mail order market sales and growth rates 2000-2011e
- Figure 20: Breakdown of mail order market 2009 and 2011e
- Figure 21: Mail order change % vs. total retail sales growth 2000-2011e
- Figure 22: Mail order share of total retail and non-food retail 2000-2011e
- Figure 23: Mail order sales growth online & non-online % 2000-2011e
- Figure 24: Direct, door-to-door and agency shares of market 2005-2011e
- Figure 25: Total direct mail order sales incl D2D and change % 2000-2011e
- Figure 26: Y-o-y change in direct excl D2D vs total remote sales %
2000-2011e
- Figure 27: Y-o-y change in direct excl D2D vs total mail order sales %
2000-2011e
- Figure 28: Y-o-y change in door-to-door vs direct sales excl D2D %
2000-2011e
- Figure 29: Y-o-y change in door-to-door vs total mail order sales %
2000-2011e
- Figure 30: Agency sales and change % 2000-2011e
- Figure 31: Y-o-y change in agency vs total mail order sales % 2000-2011e
- Figure 32: TV shopping sales & y-o-y change % 2000-2011e
- Figure 33: Y-o-y change in TV shopping vs total remote sales % 2000-2011e
- Figure 34: Remote shopping channels 2009-2014e
- Figure 35: Remote shopping as a percentage of total retail 2001-2014e
- Figure 36: Remote vs. store based shopping, change in £bn spent
1999-2014e
- Figure 37: % of adult population with access to digital TV at the end of
Q4 1999-2009
- Figure 38: What UK shoppers use their mobiles for while shopping 2010
- Figure 39: Potential barriers when expanding internationally 2010
- Figure 40: Winners & losers in remote shopping market 2010e on 2009
- Figure 41: Winners & losers in online market 2010e on 2009
- Figure 42: Winners & losers in direct mail order market 2010e on 2009
- Figure 43: Winners & losers in agency mail order market 2010e on 2009
- Figure 44: Amazon UK
- Figure 45: Amazon UK sales and growth to December 2005-2010e
- Figure 46: Amazon group operating profit to December 2004-2009
- Figure 47: Amazon remote and online market share 2005-2010e
- Figure 48: Argos
- Figure 49: Argos UK sales and growth to February 2005-2010
- Figure 50: Argos operating profit to February 2005-2010
- Figure 51: Argos remote and online market share 2005-2010e
- Figure 52: ASOS
- Figure 53: ASOS UK sales and growth to March 2005-2010
- Figure 54: ASOS group operating profit to March 2005-2010
- Figure 55: ASOS remote and online market share 2005-2010e
- Figure 56: Avon
- Figure 57: Avon UK sales and growth to December 2005-2010e
- Figure 58: Avon operating profit to December 2005-2009
- Figure 59: Avon remote market share 2005-2010e
- Figure 60: Avon door-to-door market share 2005-2010e
- Figure 61: eBay
- Figure 62: eBay UK sales and growth to December 2005-2010e
- Figure 63: eBay group operating profit to December 2005-2009
- Figure 64: eBay remote and online market share 2005-2010e
- Figure 65: Findel
- Figure 66: Findel UK Home Shopping sales and growth to March 2005-2010
- Figure 67: Findel home shopping operating profit to March 2005-2010
- Figure 68: Findel remote shopping market share 2005-2010e
- Figure 69: Findel direct and online market share 2005-2010e
- Figure 70: Flying Brands
- Figure 71: Flying Brands UK sales and growth to December 2005-2010e
- Figure 72: Flying Brands operating profit to December 2005-2009
- Figure 73: Flying Brands global divisional sales 2008 and 2009
- Figure 74: Flying Brands remote shopping market share 2005-2010e
- Figure 75: FreemansGrattan Holdings
- Figure 76: Freemans UK sales and growth to February 2005-2010
- Figure 77: Grattan UK sales and growth to February 2005-2010
- Figure 78: Freemans operating losses to February 2005-2010
- Figure 79: Grattan operating profit to February 2005-2010
- Figure 80: FreemansGrattan Holdings remote shopping market share 2005-2010e
- Figure 81: FreemansGrattan Holdings direct market share 2005-2010e
- Figure 82: FreemansGrattan Holdings agency market share 2005-2010e
- Figure 83: N Brown
- Figure 84: N Brown UK sales and growth to February 2005-2010e
- Figure 85: N Brown operating profit to February 2005-2010
- Figure 86: N Brown remote shopping market share 2005-2010e
- Figure 87: N Brown online and direct mail order market share 2005-2010
- Figure 88: Next Directory
- Figure 89: Next Directory UK sales and growth to January 2005-2010e
- Figure 90: Next Directory operating profit to January 2005-2010
- Figure 91: Next Directory global divisional breakdown 2006-2010
- Figure 92: Next Directory active customers & average spend to Jan 2005-2010
- Figure 93: Next Directory remote and online market share 2005-2010e
- Figure 94: Next Directory direct mail order and online market share
2005-2010e
- Figure 95: Ocado
- Figure 96: Ocado UK sales and growth to November 2005-2010e
- Figure 97: Ocado operating losses to February 2005-2009
- Figure 98: Ocado remote and online market share 2005-2010e
- Figure 99: QVC
- Figure 100: QVC UK sales and growth to December 2005-2010e
- Figure 101: QVC operating profit to December 2005-2009
- Figure 102: QVC remote and online market share 2005-2010e
- Figure 103: QVC TV shopping market share 2005-2010e
- Figure 104: Shop Direct Group
- Figure 105: Shop Direct Group UK sales and growth to March 2005-2010e
- Figure 106: Shop Direct Group operating profit to March 2005-2009
- Figure 107: Shop Direct Group remote and online market shares 2005-2010e
- Figure 108: Shop Direct Group direct market share 2005-2010e
- Figure 109: Shop Direct Group agency market share 2005-2010e
- Figure 110: Sit-up
- Figure 111: Sit-Up UK sales and growth to December 2005-2010e
- Figure 112: Sit-Up operating profit to December 2005-2009
- Figure 113: Sit-Up remote and online market shares 2005-2010e
- Figure 114: Sit-Up TV market share 2005-2010e
- Figure 115: Tesco Direct
- Figure 116: Tesco UK sales and growth to February 2005-2010
- Figure 117: Tesco operating profit to February 2005-2010
- Figure 118: Tesco remote and online market shares 2005-2010e
- Figure 119: Betterware remote and door-to-door market share 2005-2010e
- Figure 120: Boden remote and direct mail order market share 2005-2010e
- Figure 121: M and M Direct remote and online market share 2005-2010e
- Figure 122: Net-a-Porter remote and online market share 2005-2010e
- Figure 123: Redcats remote and direct mail order market share 2005-2010e
TABLE OF TABLES
- Table 1: Remote retail market definition 2010
- Table 2: Remote shopping - sales by channel 2000 -2011e
- Table 3: Online shopping - sales by channel 2000-2011e
- Table 4: Remote shopping sales by channel 2000-2011e
- Table 5: Direct sales breakdown 2000-2011e
- Table 6: Remote market 2009-2014e
- Table 7: Change in remote, shop based and total retail market, £m
and % Y-o-Y, 2004-2014e
- Table 8: Remote shopping market share 2005-2010e
- Table 9: Online market share trends 2005-2010e
- Table 10: Direct mail order market share trends 2005-2010e
- Table 11: Door-to-door market share trends 2005-2010e
- Table 12: Agency mail order market share trends 2005-2010e
- Table 13: TV shopping market share trends 2005-2010e
- Table 14: Key operating statistics 2008/09-2009/10
- Table 15: Remote shopping retailers advertising spend by medium 2009
- Table 16: Amazon company overview 2010
- Table 17: Amazon retail proposition 2010
- Table 18: Amazon trading record 2004-2010e
- Table 19: Argos company overview 2010
- Table 20: Argos retail proposition 2010
- Table 21: Argos trading record 2004-2010e
- Table 22: ASOS company overview 2010
- Table 23: ASOS retail proposition 2010
- Table 24: ASOS trading record 2004-2010
- Table 25: ASOS UK & international trading breakdown 2004-2010
- Table 26: Avon company overview 2010
- Table 27: Avon retail proposition 2010
- Table 28: Avon trading record 2004-2010e
- Table 29: eBay company overview 2010
- Table 30: eBay retail proposition 2010
- Table 31: eBay trading record 2004-2010
- Table 32: Findel company overview 2010
- Table 33: Findel cash with order proposition 2010
- Table 34: Findel credit business - catalogue retail proposition 2010
- Table 35: Findel UK trading record 2000-2010e
- Table 36: Findel home shopping trading record 2000-2010e
- Table 37: Findel UK divisional trading record 2010 on 2009
- Table 38: Flying Brands company overview 2010
- Table 39: Flying Brands retail proposition 2010
- Table 40: Flying Brands UK trading record 2000-2010e
- Table 41: FreemansGrattan Holdings company overview 2010
- Table 42: FreemansGrattan Holdings agency catalogues retail proposition
2010
- Table 43: FreemansGrattan Holdings direct catalogues retail proposition
2010
- Table 44: Freemans mail order trading record 2005-2010
- Table 45: Grattan mail order trading record 2005-2010
- Table 46: N Brown company overview 2010
- Table 47: N Brown younger target titles retail proposition 2010
- Table 48: N Brown midlife target titles retail proposition 2010
- Table 49: N Brown elderly target titles retail proposition 2010
- Table 50: N Brown other website titles - retail proposition 2010
- Table 51: N Brown UK trading record 2000-2010e
- Table 52: N Brown sales by catalogue target 2005-2010
- Table 53: N Brown sales by sector 2005-2010
- Table 54: Next Directory company overview 2010
- Table 55: Next Directory retail proposition 2010
- Table 56: Next Directory UK trading record 2000-2010
- Table 57: Ocado company overview 2010
- Table 58: Ocado retail proposition 2010
- Table 59: Ocado UK trading record 2000-2010e
- Table 60: QVC company overview 2010
- Table 61: QVC retail proposition 2010
- Table 62: QVC UK trading record 2004-2010e
- Table 63: Shop Direct Group company overview 2010
- Table 64: Shop Direct Group - direct retail proposition 2010
- Table 65: Shop Direct Group - agency retail proposition 2010
- Table 66: Shop Direct Group UK trading record 2005-2010e
- Table 67: Sit-Up company overview 2010
- Table 68: Sit-Up direct retail proposition 2010
- Table 69: Sit-Up UK trading record 2004-2010e
- Table 70: Tesco Direct overview 2010
- Table 71: Tesco direct retail proposition 2010
- Table 72: Tesco UK trading record 2004-2010
- Table 73: Tesco online trading record 2004-2010e
- Table 74: Betterware key operating statistics 2005-2010e
- Table 75: Boden key operating statistics 2005-2010e
- Table 76: M and M Direct key operating statistics 2005-2010
- Table 77: Net-a-Porter key operating statistics 2005-2010e
- Table 78: Redcats UK key operating statistics 2005-2010e
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