Home Improvement/DIY
Retailing Overview
By Niklas Reinecke and Matthew Stych
Associate Analyst
Research Director
June 2012
A
Service
Home Improvement/DIY Retailing Overview
Niklas Reinecke
Associate Analyst
Niklas.Reinecke@4c.planetretail.net
With contributions from Matthew Stych, Research Director
This presentation evaluates the performance of the leading global home improvement/
DIY retailers, examines the Top 10 trends that are impacting the sector and assesses the
opportunities and challenges for stakeholders.
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All images ©Planet Retail Ltd unless otherwise stated.
Contents
1. Sector overview
2. Key Trends
3. Summary
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4
X
1
Sector Overview
Home Depot has retained its position as the largest home improvement
retailer despite a drop in sales.
Home Depot’s retail banner sales have fallen
significantly since 2007 as a result of the
continued weakness in the US housing
market. However, in 2010, the retailer
achieved the first positive sales growth since
2006. Also, Lowe’s reported 2010
comparable store sales increased 1.3% –
being the first such increase since 2005.
Home Depot, Lowe’s and Kingfisher saw
their net profits decline from 2007 to 2008.
However, Home Depot and Kingfisher are
on the rebound since 2008, while Lowe’s
net profit has not recovered yet.
Global: Net Profit, 2006e-2011e
(USD mn)
120.0
100.0
80.0
60.0
40.0
20.0
0.0
12.0
Home Depot
2006e
2011e
Net Profit (USD mn)
Retail Banner Sales (USD bn)
Global: Retail Banner Sales, 2006e-2011e
(USD bn)
Lowe's
10.0
Kingfisher
8.0
6.0
4.0
2.0
0.0
2006
Note: e - estimate
Source: Planet Retail
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Note: e - estimate
Source: Planet Retail
2007
2008
2009
2010
2011