[E-commerce Barometer 2025] France, United Kingdom, Germany… traditional markets return to 2021 peak Europe In 2024, online product sales doubled (up by 5.4%) in the 6 main Western European markets of the U.K., Germany, France, Italy, the Netherlands, and Switzerland, driven by lower inflation and higher volumes. In 3 years, the peak of 2021 was matched or exceeded in the vast majority of countries tracked by mind Retail. While electronics confirmed resilience, FMCG stabilised. Despite aggressive sales by Shein and Temu, online fashion grew in value in Germany and France, gaining market share. Where 12 points of market share separated France and the UK in 2023, the gap is now only 5 points.
[Luxury Barometer] Global Top 5 in 2024: a delicate balance As Richemont and Chanel publish 2024 accounts (May 2025), mind Retail analyses the health of the world's top five luxury brands—LVMH, Chanel, Hermès, Kering, and Richemont—using 5 indicators. While the global market is experiencing a second year of decline, Hermès and Richemont are standing out with gains in market capitalisation, sales growth and, for the former, a record margin of 30.3%. Conversely, LVMH, Chanel and Kering are seeing sales and market capitalisation melt away.
Shein audience: a deceptive stability in a two-speed Europe Europe According to the latest audience report, Shein has managed to stabilise the active user base in Europe over the last 6 months. Driven by the marketplace, 4 countries account for 65% of monthly users. However, double-digit losses for Italy, Germany, Austria and the Nordics are showing signs of slowdown.
With active support from Beijing, Chinese retail is beginning a fragile recovery Asia Boosted by government intervention, retail sales ended up 4.6% in the first quarter ended March 2025 in China (year-on-year).…
Circana : grocery retailers posted a 3rd year of falling volumes in France Europe Despite the inflation slowdown, French consumers did not move upmarket in 2024, according to the annual report from Circana institute, which was formed by the merger of IRI and NPD. Over a cumulative 3-year period, FMCG volumes decreased by 8.1% in France, all channels combined.
Christopher Hermelin, Nicolas Group: “Advertisers are not investing in the Olympics” Interviews Nicolas Group, a wine cellar retailer with a strong store base in Paris, shared the customer engagement strategy for the Olympics with mind Retail. With 15 million tourists expected to visit Paris, and 75% French-speaking, the retailer opted for a 100% digital contextual targeting system with Paylead, Locala and Google. Christopher Hermelin, the CMO, explains how.
