2025年6月16日零售与电子商务每日新闻：家乐福意大利业务出售考量、家乐福收购MyAuchan门店、BDO商业街销售情况

Daily Retail and E-Commerce News(16 June 2025) Carrefour Italia sale consideration, Carrefour acquiresMyAuchan stores, BDO High Street sales Morning's headlines (full stories below)**BARCLAYS RESEARCH: European Retail Valuation Sheet**Carrefour reportedly considering sale of Italian business.Carrefour acquires five MyAuchan stores.UK GLP-1 penetration rising and users cutting back.BDO high street sales tracker.Żabka appoints Adam Manikowski as CEO of Polish business.IBEX nominee steps down from Pepco board.Activist investor backs WHSmithshiftto travel pure-play. European Food Retail James Anstead+44 (0)20 3134 6166james.anstead@barclays.comBarclays, UK Matthew Clements+44 (0)20 7773 6018matthew.clements@barclays.comBarclays, UK Imogen Doyle+44 (0)20 7773 2605imogen.doyle@barclays.comBarclays, UK European General Retail James Anstead+44 (0)20 3134 6166james.anstead@barclays.comBarclays, UK Matthew Clements+44 (0)20 7773 6018matthew.clements@barclays.comBarclays, UK Imogen Doyle+44 (0)20 7773 2605imogen.doyle@barclays.comBarclays, UK Barclays upcoming events **IN-PERSON** Barclays 18th Annual Global Consumer Staples Conference (2-4September)The Barclays 18th Annual Global Consumer Staples Conference will beheld at InterContinental Boston. Anchored on presentations, fireside chats, and one-on-one meetings, the conference will feature a variety of Consumer Staples andRetail companies. The presenting speakers will include senior management from thefollowing consumer segments: Food and Drug, Household & Personal Care,Beverages and Tobacco. European attendance: AAK, ABI, AD, BARN, BAYER, BEI, BAT,BN, CARLB, CPR, DGE, ESSITY, GIVN, GLB, HLN, HEIA, HEN3, IMB, JDEP, KYG, LINDT,NESN, NSISB, OR, PUIG, RI, RKT, RCO, SY1, TATE, ULVR. Today's full stories **BARCLAYS RESEARCH: European Retail Valuation Sheet**Please see the link to theBarclays European Retail Valuation Sheet for the week beginning 9 June 2025.* Carrefour reportedly considering sale of Italian business.German trade magazineLebensmittel Zeitung reported on Friday that Carrefour is looking for interested parties for itsoperations in Italy. The retailer is reportedly holding “discreet talks” with several Europeanretailers, including Lidl, Esselunga and Conad. Italy is the fourth largest country in Europe forthe retailer, but it is adifficultand highly fragmented market in which Carrefour has only theeighth largest market share – although it is in a stronger position in the north of the country.Carrefour’s sales in Italy fell by almost 5% in 2024, representing 4.4% of group sales (vs 5.9% in2020). Carrefour stated in February that it was undertaking a strategic review – buying out itsminorities in Brazil and selling a further stake in Carmila are two concrete actions so far.^ Carrefour acquires five MyAuchan stores.Carrefour acquired five MyAuchan ultra-convenience stores from Auchan Retail International S.A. on 12 June 2025. This transactionincludes the acquisition of four stores in Paris from the Auchan group and a franchised store inAsnières, all previously operated under the MyAuchan brand.^ UK GLP-1 penetration rising and users cutting back.On Friday The Grocer published theresults of a Kantar Worldpanel survey of nearly 12,000 UK households on the impact of GLP-1 onfood and drink consumption. The share of UK households with at least one GLP-1 user hasnearly doubled in the past year – from 2.3% to 4.1% of households – and those households arereducing their grocery bills by 2.2ppts more than non-users. Two-thirds (64%) said they weresnacking less, 23% had cut back on alcohol consumption, and others were scaling back onindulgent treats such as pizza (63%) and takeaways (74%). “We’re also seeing categories likepeanut butter beingaffectedbecause they rely on these heavier ‘host’ foods that people maydrop,” says Kennaugh. “So, this isn’t justaffectingthe categories you’d think of, it’s wider.”^ BDO high street sales tracker.BDO’s high street sales tracker showed that Total UK LFL retailsales increased by +1.8% in the week ending 8 June 2025 (vs 4w average +0.2%), according tothe BDO High Street Sales Tracker (>85 contributing retailers, ~10,000 stores, discretionary).CHANNEL– Store LFLs +1.6% (vs 4w average +0.6x%) and Online LFLs +6.4% (vs 4w average+2.0%). CATEGORY - Lifestyle LFLs +3.4x% (vs 4w average +1.3%), Fashion LFLs +0.7% (vs 4waverage -0.8%) and Homewares LFLs +1.3% (vs 4w average -0.0%). Within the +1.6% increase inStore LFL sales: Lifestyle +4.1%, Fashion +0.2%, and Homewares -3.1%. WEATHER - This weekexperienced showery and blustery weather with dry patches and some brightness in southern parts. During the same week last year, the weather was dry but cooler and overcast withoccasional rain. FOOTFALL – Overall footfall down -1.8%, with High Street -4.0%, ShoppingCentres -0.1% and Retail Parks +1.2%.* Żabka appoints Adam Manikowski as CEO of Polish business.Żabka has appointed AdamManikowski as CEO of the Żabka Polska business,ef