NEW YORK, Feb. 23, 2012 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:
http://www.reportlinker.com/p0786131/Annual-Deal-Report-–-Retail.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Retail
Synopsis
• This report includes a comprehensive analysis of the M&A, capital raising and partnering deals announced worldwide in 2011 through analytical insights from a channel and regional perspective. It also provides an extensive list of key deals and quarterly analysis by deal type, channel and region.
• The report offers an overview of the trends surrounding deal volume and deal value in 2011, by deal type, channels and region, followed by a brief analysis of the primary objectives of companies entering into various transactions in the retail industry during the year. In addition, the chapter includes league tables on financial and legal advisors.
• The report provides an extensive analysis on deals undertaken in the retail industry in 2011 by deal type, channel and region. It also provides an extensive list of the top deals in the following retail channels: hypermarkets, supermarkets and discounters; department stores; specialist retailers; discount, variety stores and general merchandise retailers; online retailing; cash and carries and warehouse clubs; and convenience stores, neighborhood stores and gas stations. This is followed by leading deals by deal type in North America, Europe, the Asia-Pacific and the Rest of the World.
Summary
This report will help dealmakers to effectively and efficiently gain an in-depth understanding into deal activity in the global retail industry in 2011.
Scope
The 'Annual Deal Report – Retail' provides a detailed understanding and review of M&A activity, capital raising, partnering deals and agreements entered into by companies in the retail industry in 2011.
Reasons To Buy
Using this report, dealmakers will effectively and efficiently gain an insight into the deal activity in the retail industry in 2011. The report provides an overview of all the partnering, alliances and M&A deals announced worldwide.
Key Highlights
• The total value of deals in the retail industry in 2011 was US$138.4 billion, while deal volume was 1,782.
• Deal activity in 2011 was highest in June, while December registered the lowest activity.
• A revival of deal activity in the retail industry was recorded in 2011. The principal driver of deal activity changed from business expansion to strategic expansion, with the primary focus on mitigating the risks associated with dependence on domestic markets, traditional products and services, and retail formats. This was followed by the need to gain operational synergy by increasing service capabilities, adding new products and brands, and combining traditional stores with online retail formats.
• Emerging markets such as the BRIC nations (Brazil, Russia, India and China), continued to record considerable deal activity in 2011. China dominated the BRIC markets in terms of deal activity, while Brazil remained the least active.
• Partnerships, and merger and acquisitions (M&As) transactions dominated the emerging markets, with most deals reported in China. Most the deal activity recorded was from the online retail channel. The Specialist retailers channel dominated the deal activity in India.
• The top deal of the year in the retail industry was considered to be the acquisition of an Italian luxury goods retailer by LVMH for US$5.3 billion.
• Equity and debt offerings together accounted for 40% of total deal value in 2011. There were 11 announced debt offerings and four equity offerings of over US$1 billion in 2011.
• The specialist retailer channel dominated deal activity comprising 56.5%, followed by the online retail channel which accounted for 22.6%. The specialist retailer channel registered the highest deal value which represented a 44.9% share of the overall deal activity in the retail industry, followed by the hypermarkets, supermarkets and discounters channel which accounted for 20.8%.
• The North American region led the deal activity in the retail industry comprising 46.8% of the overall deals value. This was followed by the Asia-Pacific region which accounted for 24.8%. The Asia-Pacific region was clearly dominated by Asian BRIC nations China and India.
• M&A activity led the overall deal activity in the retail industry accounting for 52.6% of the overall deal categories. This was followed by partnership deals which represented 20.4%. M&A activity accounted for 41.8% of the total deal value, followed by debt offerings which comprised 25.7%.
Companies Mentioned
LVMH, Bulgari, AmeriGas Propane, Energy Transfer Partners, Leonard Green and Partners, CVC Capital Partners, BJ's Wholesale Club, eBay, GSI Commerce, Kohlberg Kravis Roberts, Academy Sports + Outdoors, Prada, Wal-Mart Stores, Target, Hudson's Bay, Valero Energy, Steinhoff International, Conforama Holding, PPR, Signa, Kaufhof, Metro, ASDA Group, Iceland Foods, Lion Capital, Post Foods, Shanghai Pharmaceuticals, Celesio, Hi–mart, Jack Wills, Future Group, Zellers, Centrobuv, Asia Retail Group, Best Buy, Delhaize Group, Delta Holding, Agrokor, Poslovni sistem Mercator, ITOCHU, Kwik-Fit, BTG Pactual, Casa and Video, AURUM Holdings, Sun Art Retail, Groupon, Magazine Luiza, Salvatore Ferragamo, Dunkin' Brands, Arezzo Industria e Comercio, GS Retail, Almacenes Exito, Dollar General, Magnit, Big C, The Fresh Market, Express, Parque Arauco, RONA, Maoye International, Pendragon, Suning Appliance, BC Partners, Ticaret, Sinopharm Group, Super Retail, Emperor Watch, JJB Sports, Tai Yuan Tianlong, KINGHERO, The Basic House, Baroque Japan, The Hut Group, Moonbasa, Lilliput Kidswear, Harris Scarfe, Nilgiri Dairy Farm, Trent, The Gap, Tesco, The Home Depot, Limited Brands, CVS Caremark, Lotte Shopping, Cencosud, Wm Morrison Supermarkets, Sally Holdings, Kohl's, Electronic Arts, VF Corp., The Great Atlantic & Pacific, Claire's Stores, McDonald's, Bright Food, Jiangsu Hongtu, Ares Management, 99 Cents Only Stores, Yunfeng Capital, Silver Lake Partners, Alibaba.com, Cerberus Capital, Metro Cash & Carry, Mirae Asset, Fila Korea, Acushnet, Fortune Brands, TPG, VTB, Lenta, BC Partners, Gruppo Coin, PAI partners, M&M Holdings, Culture Convenience Club, Eurazeo, Moncler, CSN Stores, WhaleShark, Gilt Groupe, Privalia Venta, Draper Fisher Jurvetson, Beijing OkayBuy, KupiVIP, Kobo, Lion Capital, Post Foods, Altor Equity, Helly Hansen, Flipkart, General Atlantic, Carlyle Group, Gitanjali Gems, Mount Kellett Capital, MedPlus Health Services, Monte Carlo, Mizuho Capital, Image Holdings, Warburg Pincus, IndiaMART.com, Flemingo Duty Free, L Capital Partners, Kimaya Studios, Rasna, Barnes & Noble, Penguin Group, Kroger, R&R Apparel, Hain Celestial Group, Hudson Group, Adidas Group, Diesel, The Orb Factory, Waitrose, Five Valleys Cordials, PT Matahari Putra Prima, Starbucks, Jubilant Foodworks, Tata Coffee, Beijing Sanyuan, Beijing Yanjing Beer, Reliance Brands
Table of Contents
1-Executive Summary
2-Merger andand Acqusition Outlook for 2012
3-Introduction
3.1-What is this Report About?
3.2-Definitions
3.3-Summary Methodology
4-Analysis
4.1-Deal Activity in the Retail Industry Remains Promising Despite Weak Global Economic Conditions
4.2-Growing Deal Activity in Online Retailing
5-Financial Deals Overview: Deal Value and Volume Analysis
5.1-Deal Volume Analysis
5.1.1-Analysis by deal type
5.2-Deal Value Analysis
5.2.1-Analysis by deal type
5.2.2-Top deals by deal value
5.2.3-Planned deals
5.3-Channel and Regional Analysis of Deals
5.4-Deal Rationale Analysis
5.4.1-M&A transactions
5.4.2-Equity offerings
5.4.3-Debt offerings
5.4.4-Partnerships
5.4.5-PE/VC
5.5-Top Financial Advisors
5.6-Top M&A Legal Advisors
6-Analysis by Deal Type
6.1-Overview
6.1.1-Monthly analysis by deal volume
6.1.2-Monthly analysis by deal value
6.2-M&A Analysis
6.2.1-Overview
6.2.2-Deal value and volume trend by channel
6.2.3-Deal value and volume trend by region
6.2.4-Key M&A deals in 2011
6.2.5-Planned M&A deals
6.3-Equity Capital Markets
6.3.1-Overview
6.3.2-Deal value and volume trend by channel
6.3.3-Deal value and volume trend by region
6.3.4-Key equity offering deals in 2011
6.3.5-Planned equity offering deals
6.4-Debt Capital Markets
6.4.1-Overview
6.4.2-Deal value and volume trend by channel
6.4.3-Deal value and volume by region
6.4.4-Key debt offering deals in 2011
6.4.5-Key public and private debt offering deals in 2011
6.4.6-Planned debt offering deals
6.5-Private Equity/Venture Capital
6.5.1-Overview
6.5.2-Deal value and volume trend by channel
6.5.3-Deal value and volume trend by region
6.5.4-Key private equity deals in 2011
6.5.5-Planned private equity deals
6.6-Partnership agreements
6.6.1-Overview
6.6.2-Deal value and volume trend by channel
6.6.3-Deal value and volume trend by region
6.6.4-Key partnership deals in 2011
6.6.5-Planned partnership deals
7-Analysis by Channel
7.1-Overview
7.1.1-Quarterly analysis
7.2-Hypermarkets, Supermarkets and Discounters
7.2.1-Deals value and volume trend
7.2.2-Key deals in the hypermarkets, supermarkets and discounters channel in 2011
7.3-Department Stores
7.3.1-Deals value and volume trend
7.3.2-Key deals in the department stores channel in 2011
7.4-Specialist Retailers
7.4.1-Deals value and volume trend
7.4.2-Key deals in the specialist retailers channel in 2011
7.5-Discount, Variety Stores and General Merchandise Retailers
7.5.1-Deals value and volume trend
7.5.2-Key deals in the discount, variety stores and general merchandise retailers channel in 2011
7.5.3-Deals value and volume trend
7.5.4-Key deals in the online retailing channel in 2011
7.5.5-Cash and carries and warehouse clubs
7.5.6-Deals value and volume trend
7.5.8-Key deals in the cash and carries and warehouse clubs channel in 2011
7.5.9-Convenience stores, neighborhood stores and gas stations
7.5.10-Deals value and volume trend
7.5.11-Key deals in the convenience stores, neighborhood stores and gas stations channel in 2011
8-Analysis by Region
8.1-Overview
8.1.1-Region by deal type
8.1.2-Region by channel
8.1.3-Quarterly analysis
8.2-North America
8.2.1-Deals value and volume trend
8.2.2-Deals value and volume by deal type
8.2.3-Deals value and volume by channel
8.2.4-Key deals in the North American region in 2011
8.3-Europe
8.3.1-Deals value and volume trend
8.3.2-Deals value and volume by deal type
8.3.3-Deals value and volume by channel
8.3.4-Key deals in the European region in 2011
8.4-Asia-Pacific
8.4.1-Deals value and volume trend
8.4.2-Deals value and volume by deal type
8.4.3-Deals value and volume by channel
8.4.4-Key deals in the Asia-Pacific region in 2011
8.5-Rest of the World
8.5.1-Deals value and volume trend
8.5.2-Deals value and volume by deal type
8.5.3-Deals value and volume by channel
8.5.4-Key deals in the Rest of the World region in 2011
8.6-Deal Analysis in Emerging Markets
8.6.1-Brazil
8.6.2-Russia
8.6.3-India
8.6.4-China
9-Appendix
9.1-Methodology
9.2-Contact Us
9.3-About Canadean
9.4-Disclaimer
List of Tables
Table 1: Quarterly Deal Volume Trend, 2010 and 2011
Table 2: Quarterly Deal Volume by Deal Type, 2010 and 2011
Table 3: Quarterly Deal Value Trend (US$ Million), 2010 and 2011
Table 4: Quarterly Deal Value by Deal Type, 2011
Table 5: Key Deals, 2011
Table 6: Key Planned and Speculated Deals, 2012
Table 7: Deals by Channel and Region, 2011
Table 8: Top Financial Advisors, 2011
Table 9: Top Legal Advisors, 2011
Table 10: Deals by Deal Type: Value and Volume, 2010 and 2011
Table 11: Deal Type: Monthly Deal Value Breakdown (US$ Million), 2011
Table 12: Deal Type: Monthly Deal Value Breakdown (US$ Million), 2011
Table 13: M&A Deals by Channel: Volume and Value, 2010 and 2011
Table 14: M&A Deals by Region: Volume and Value, 2010 and 2011
Table 15: Key M&A Deals, 2011
Table 16: Key Planned and Speculated M&A Deals, 2012
Table 17: Equity Offerings by Channel: Volume and Value, 2010 and 2011
Table 18: Equity Offerings by Region: Volume and Value, 2010 and 2011
Table 19: Key IPOs, 2011
Table 20: Key FPOs, 2011
Table 21: Key Private Placements, 2011
Table 22: Key Planned and Speculated Equity Offerings, 2012
Table 23: Debt Offerings by Channel: Volume and Value, 2010 and 2011
Table 24: Debt Offerings by Region: Volume and Value, 2010 and 2011
Table 25: Key Debt Offerings, 2011
Table 26: Key Public Debt Offerings, 2011
Table 27: Key Private Placement Offerings, 2011
Table 28: Key Planned and Speculated Debt Offerings, 2012
Table 29: PE/VC Deals by Channel: Volume and Value, 2010 and 2011
Table 30: PE/VC Deals by Region: Volume and Value, 2010 and 2011
Table 31: Key Private Equity Deals, 2011
Table 32: Key Venture Capital Deals, 2011
Table 33: Key Planned and Speculated Private Equity Deals, 2012
Table 34: Partnership Deals by Channel: Volume, 2010 and 2011
Table 35: Partnership Deals by Region: Volume, 2010 and 2011
Table 36: Key Partnership Deals, 2011
Table 37: Key Planned and Speculated Partnership Deals, 2012
Table 38: Deals by Channel: Value and Volume, 2010 and 2011
Table 39: Deal Volume: Channel by Deal Type
Table 40: Deal Value: Channel by Deal Type
Table 41: Quarterly Deal Volume by Channel, 2011
Table 42: Quarterly Deal Value by Channel, 2011
Table 43: Quarterly Deals Hypermarkets, Supermarkets and Discounters Channel: Volume and Value, 2010 and 2011
Table 44: Key M&A Deals: Hypermarkets, Supermarkets and Discounters Channel, 2011
Table 45: Key Equity Offerings: Hypermarkets, Supermarkets and Discounters Channel, 2011
Table 46: Key Debt Offerings: Hypermarkets, Supermarkets and Discounters Channel, 2011
Table 47: Key PE/VC Deals: Hypermarkets, Supermarkets and Discounters Channel, 2011
Table 48: Key Planned Deals: Hypermarkets, Supermarkets and Discounters Channel, 2012
Table 49: Quarterly Department Stores Channel Deals: Volume and Value, 2010 and 2011
Table 50: Key M&A Deals: Department Stores Channel, 2011
Table 51: Key Equity Offerings: Department Stores Channel, 2011
Table 52: Key Debt Offerings: Department Stores Channel, 2011
Table 53: Key PE/VC Deals: Department Stores Channel, 2011
Table 54: Key Planned and Speculated Deals: Department Stores Channel, 2012
Table 55: Quarterly Specialist Retailers Channel Deals: Value and Volume, 2010 and 2011
Table 56: Key M&A Deals: Specialist Retailers Channel, 2011
Table 57: Key Equity Offerings: Specialist Retailers Channel, 2011
Table 58: Key Debt Offerings: Specialist Retailers Channel, 2011
Table 59: Key PE/VC Deals: Specialist Retailer Channel, 2011
Table 60: Key Planned and Speculated Deals: Specialist Retailer Channel, 2012
Table 61: Quarterly Discount, Variety Stores and General Merchandise Retailers Channel Deals: Value and Volume, 2010 and 2011
Table 62: Key M&A Deals: Discount, Variety Stores and General Merchandise Retailers Channel, 2011
Table 63: Key Equity Offerings: Discount, Variety Stores and General Merchandise Retailers Channel, 2011
Table 64: Key Debt Offerings: Discount, Variety Stores and General Merchandise Retailers Channel, 2011
Table 65: Key PE/VC Deals: Discount, Variety Stores and General Merchandise Retailers Channel, 2011
Table 66: Key Planned and Speculated Deals: Discount, Variety Stores and General Merchandise Retailers Channel, 2012
Table 67: Quarterly Online Retailing Channel Deals: Value and Volume, 2010 and 2011
Table 68: Key M&A Deals: Online Retailing Channel, 2011
Table 69: Key Equity Offerings: Online Retailing Channel, 2011
Table 70: Key Debt Offerings: Online Retailing Channel, 2011
Table 71: Key PE/VC Deals: Online Retailing Channel, 2011
Table 72: Key Planned Deals: Online Retailing Channel, 2012
Table 73: Quarterly Cash and Carries and Warehouse Clubs Channel Deals: Value and Volume, 2010 and 2011
Table 74: Key Deals: Cash and Carries and Warehouse Clubs Channel, 2011
Table 75: Quarterly Convenience Stores, Neighborhood Stores And Gas Stations Channel Deals: Value and Volume, 2010 and 2011
Table 76: Key M&A Deals: Convenience Stores, Neighborhood Stores and Gas Stations Channel, 2011
Table 77: Key Equity Offerings: Convenience Stores, Neighborhood Stores and Gas Stations Channel, 2011
Table 78: Key Debt Offerings: Convenience Stores, Neighborhood Stores and Gas Stations Channel, 2011
Table 79: Key PE/VC Deals: Convenience Stores, Neighborhood Stores and Gas Stations Channel, 2011
Table 80: Key Planned Deals: Convenience Stores, Neighborhood Stores and Gas Stations Channel, 2012
Table 81: Deals by Region: Value and Volume, 2010 and 2011
Table 82: Deal Volume: Region by Deal Type, 2011
Table 83: Deal Value: Region by Deal Type, 2011
Table 84: Deal Volume: Region by Channel, 2011
Table 85: Deal Value: Region by Channel, 2011
Table 86: Quarterly Deal Volume by Region, 2011
Table 87: Quarterly Deal Value by Region, 2011
Table 88: Quarterly North American Region Deals: Volume and Value, 2010 and 2011
Table 89: Quarterly North American Region Deals: Deal Type
Table 90: Quarterly North American Region Deals: Channel
Table 91: Key M&A Deals: North American Region, 2011
Table 92: Key Equity Offerings: North American Region, 2011
Table 93: Key Debt Offerings: North American Region, 2011
Table 94: Key PE/VC Deals: North American Region, 2011
Table 95: Key Planned and Speculated Deals: North American Region, 2012
Table 96: Quarterly European Region Deals: Value and Volume, 2010 and 2011
Table 97: Quarterly European Region Deals: Deal Type
Table 98: Quarterly European Region Deals: Channel
Table 99: Key M&A Deals: European Region, 2011
Table 100: Key Equity Offerings: European Region, 2011
Table 101: Key Debt Offerings: European Region, 2011
Table 102: Key PE/VC Deals: European Region, 2011
Table 103: Key Planned and Speculated Deals: European Region, 2012
Table 104: Quarterly Asia-Pacific Region Deals: Volume and Value, 2010 and 2011
Table 105: Quarterly Asia-Pacific Region Deals: Deal Type
Table 106: Quarterly Asia-Pacific Region Deals: Channel
Table 107: Key M&A Deals: Asia-Pacific Region, 2011
Table 108: Key Equity Offerings: Asia-Pacific Region, 2011
Table 109: Key Debt Offerings: Asia-Pacific Region, 2011
Table 110: Key PE/VC Deals: Asia-Pacific Region, 2011
Table 111: Key Planned and Speculated Deals: Asia-Pacific Region, 2012
Table 112: Quarterly Rest of the World Region Deals: Volume and Value, 2010 and 2011
Table 113: Quarterly Rest of the World Region Deals: Deal Type
Table 114: Quarterly Rest of the World Region Deals: Channel
Table 115: Key M&A Deals: Rest of the World Region, 2011
Table 116: Key Equity Offerings: Rest of the World Region, 2011
Table 117: Key Debt Offerings: Rest of the World Region, 2011
Table 118: Key PE/VC Deals: Rest of the World Region, 2011
Table 119: Key Planned and Speculated Deals: Rest of the World Region, 2012
Table 120: Key Deals in Brazil, 2011
Table 121: Key Partnership Deals in Brazil, 2011
Table 122: Key Deals in Russia, 2011
Table 123: Key Partnership Deals in Russia, 2011
Table 124: Key M&A Deals in India, 2011
Table 125: Key Equity offerings in India, 2011
Table 126: Key PE/VC deals in India, 2011
Table 127: Key Partnership Deals in India, 2011
Table 128: Key M&A Deals in China, 2011
Table 129: Key Equity Offerings in China, 2011
Table 130: Key Debt offerings in China, 2011
Table 131: Key PE/VC Deals in China, 2011
Table 132: Key Partnership Deals in China, 2011
List of Figures
Figure 1: Quarterly Deal Volume and Value Trend, 2010 and 2011
Figure 2: Quarterly Deal Value Trend (US$ Million), 2010 and 2011
Figure 3: Deal Rationale Analysis, 2011
Figure 4: Deals by Deal Type: Value and Volume, 2010 and 2011
Figure 5: M&A Deals by Channel: Volume and Value, 2010 and 2011
Figure 6: M&A Deals by Region: Volume and Value, 2010 and 2011
Figure 7: Equity Offerings by Channel: Volume and Value, 2010 and 2011
Figure 8: Equity Offerings by Region: Volume and Value, 2010 and 2011
Figure 9: Debt Offerings by Channel: Volume and Value, 2010 and 2011
Figure 10: Debt Offerings by Region: Volume and Value, 2010 and 2011
Figure 11: PE/VC Deals by Channel: Volume and Value, 2010 and 2011
Figure 12: PE/VC Deals by Region: Volume and Value, 2010 and 2011
Figure 13: Partnership Deals by Channel: Volume, 2010 and 2011
Figure 14: Partnership Deals by Region: Volume, 2010 and 2011
Figure 15: Deals by Channel: Value and Volume, 2010 and 2011
Figure 16: Deal Volume: Channel by Deal Type
Figure 17: Deal Value: Channel by Deal Type
Figure 18: Quarterly Deals Hypermarkets, Supermarkets and Discounters Channel: Volume and Value, 2010 and 2011
Figure 19: Quarterly Department Stores Channel Deals: Volume and Value, 2010 and 2011
Figure 20: Quarterly Specialist Retailers Channel Deals: Value and Volume, 2010 and 2011
Figure 21: Quarterly Discount, Variety Stores and General Merchandise Retailers Channel Deals: Value and Volume, 2010 and 2011
Figure 22: Quarterly Online Retailing Channel Deals: Value and Volume, 2010 and 2011
Figure 23: Quarterly Cash and Carries and Warehouse Clubs Channel Deals: Value and Volume, 2010 and 2011
Figure 24: Quarterly Convenience Stores, Neighborhood Stores and Gas Stations Channel Deals: Value and Volume, 2010 and 2011
Figure 25: Deals by Region: Value and Volume, 2010 and 2011
Figure 26: Deal Volume: Region by Deal Type, 2011
Figure 27: Deal Volume: Region by Channel, 2011
Figure 28: Quarterly Deal Volume by Region, 2011
Figure 29: Quarterly North American Region Deals: Volume and Value, 2010 and 2011
Figure 30: Quarterly North American Region Deals: Deal Type
Figure 31: Quarterly North American Region Deals: Channel
Figure 32: Quarterly European Region Deals: Value and Volume, 2010 and 2011
Figure 33: Quarterly European Region Deals: Deal Type
Figure 34: Quarterly European Region Deals: Channel
Figure 35: Quarterly Asia-Pacific Region Deals: Volume and Value, 2010 and 2011
Figure 36: Quarterly Asia-Pacific Region Deals: Deal Type
Figure 37: Quarterly Asia-Pacific Region Deals: Channel
Figure 38: Quarterly Rest of the World Region Deals: Volume and Value, 2010 and 2011
Figure 39: Quarterly Rest of the World Region Deals: Deal Type
Figure 40: Quarterly Rest of the World Region Deals: Channel
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