2nd UPDATE: DSG International Posts Encouraging Sales Trends, Outlook
September 02 2009 - 6:04AM
Dow Jones News
DSG International PLC (DSGI.LN), Europe's second-biggest
electrical retailer by sales, sounded a note of optimism Wednesday,
pointing to an improving sales trend in its fiscal first quarter as
evidence of a shorter consumer downturn than originally feared.
Chief Executive John Browett said that while trading across
Europe remains difficult, "the outlook now looks less negative than
it did in the spring."
While Europe was clearly still in an economic downturn -
demonstrated by a 6% year-on-year sales decline for the group -
month-on-month the picture looked far more rosy, with sales levels
rising in each month of the summer, Browett said. This was partly
due to a store-revamp program but also due to an improving economic
climate, he added.
"It's not going to be quite as bad as some of the more
pessimistic scenarios had suggested," the CEO said.
Electronics retailers have been among the worst hit by the
downturn as householders take longer to replace white goods and
PC's and cut back spending on other electronic items like cameras
and music players. Browett's comments suggest the worst for the
sector may now be over.
The comments came as the owner of the Curry's and PC World
reported a 6% drop in sales for the 16 weeks to Aug. 22. This
compares with a 9% drop in the year to May. Analysts had feared a
sales fall of more than 10%.
Browett said the group's sales performance had beaten
expectations despite DSG's focus on margins and costs rather than
top-line growth. Gross margins across the group grew 0.7%.
The stronger-than-expected sales and upbeat outlook drove the
share almost 10% higher in morning trade, though by 0945 GMT, they
had lost their initial gains and were trading flat at 27 pence.
DSG has suffered more than some of its rivals due to exposure to
the weak U.K. market, with Metro AG's (MEO.XE) Media Markt posting
a 2.9% rise in first-half sales recently, boosted by a 5.8% rise in
Germany. The German retailer's success was partly attributed to a
store revamp program. Store revamps are also seen as key to DSG's
long-term prospects when Europe emerges from recession. The U.K.'s
number-one electricals chain is in the process of refitting its
U.K. stores in anticipation of increased competition when U.S.
giant Best Buy Co. Inc. (BBY) launches big store formats in the
U.K. next year.
.
The Best Buy launch was originally planned for this summer, but
was delayed due to the economic downturn.
Browett said that all of DSG's revamped stores had continued to
deliver a profit performance between 11% and 65% better than
older-format stores.
So far 108 of its 519 U.K. stores have been converted to one of
its four new formats, with a further 60-80 stores to be refitted by
the year end. The revamped stores have a larger range of products,
with demonstration and interactive areas. The initiative has
started to deliver higher sales and profit margins at the converted
stores.
Pali International analyst Nick Bubb said the
stronger-than-expected sales performance owed a lot to a 9% sales
rise in the Nordic region - which offset the poor performance in
the U.K, where sales were 14% down. A huge lift from the U.K. store
refits will be needed if real shareholder value is to be delivered,
he said.
DSG also said Wednesday it has agreed to sell its eight Polish
Electro World stores to IDMSA Brokerage House, working with Mix
Electronics S.A - a rival electrical retailer in Poland - for a
nominal consideration of EUR1.
Browett said the Polish sale marked the last of DSG's major
disposals.
-By Michael Carolan, Dow Jones Newswires; 44-20-7842-9278;
michael.carolan@dowjones.com