Outlet Centres - Delevering top returns | Ken Gunn | FSP

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ICSC European Outlet Conference Delivering Top Returns March 24, 2015

FSP RETAIL BUSINESS CONSULTANTS


European Outlets: Life Begins at 40 Kenneth Sinclair Gunn

FSP RETAIL BUSINESS CONSULTANTS


Contents European Outlet Centres Today Current Position Recent Expansion Planned 2015 & 2016 developments Development Cycle and Current Capacity European Occupiers Today Top 25 Occupiers Expanding Occupiers Evolving Markets Delivering Top Returns Top Investors Top Operators Finding Opportunities Conclusions

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Current Position 201 outlet centres1 >3k m2 Total GLA 3.4million m2 2014 Turnover of €11.7bn 191 are over 5,000m² 161 are over 10,000m² 63 are over 20,000m² Excluding Russia, 72% of the European population lives within 90 minutes’ drive of an outlet centre

http://www.fspretail.com/en/demo/interactive-outlet-centre-map/

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4

Turkey is considered to be separate from the core European market, and is not included in this review March 25, 2015

Source: FSP FSP RETAIL BUSINESS CONSULTANTS


Outlet Centre Openings in 2014 Country

Location

Name

Format

Location

Format

GLA (sqm)

Italy

Brugnato

Shopinn Brugnato

Outlet Village

Edge of Suburbs

Medium - Upscale

22,000

Denmark

Copenhagen

Copenhagen DO

Outlet Mall

Suburban Location

Medium - Midscale

17,500

Poland

Lublin

City Outlet Lublin

Outlet Mall

Edge of Suburbs

Medium - Midscale

12,500

Germany

Bad Munstereifel

Eifel City Outlet

Outlet Village

Town Centre

Medium - Midscale

12,000

United Kingdom

London - Hackney

Hackney Fashion Hub

High Street

Edge of Town Centre

Small - Upscale

7,000

Netherlands

Amsterdam

UFO Akerpoort

Department Store

Suburban Location

Minor - Midscale

5,000

Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Planned Openings in 2015 & 2016 Country

Location

Name

Year

GLA (sqm)

Poland

Bialystok

City Outlet Bialystok

2015

13,000

Denmark

Billund

Billund Quality Outlets

2015

12,000

Germany

Brehna

Fashion Outlet Leipzig

2015

11,500

Germany

Koblenz

Montabaur Fashion Outlet

2015

14,500

France

La Cavalerie

Viaduc Village

2015

5,988

France

Paris (Aubergenville)

Marques Avenue A13

2015

12,900

Czech Republic

Prague

The Prague Outlet

2015

12,000

United Kingdom

Solihull

Resorts World at the NEC

2015

14,362

Russia

St Petersburg

Outlet Village Pulkovo

2015

13,024

Italy

Torino

Torino Outlet Village

2015

19,500

Spain

Barcelona (Viladecans)

Viladecans The Style Outlets

2016

19,800

Italy

Bergamo

San Pellegrino Outlet Village

2016

13,000

France

Marseille (Miramas)

McArthurGlen Provence

2016

16,000

Russia

St Petersburg

Fashion House St Petersburg

2016

13,000

Estonia

Tallinn

Gate Tallinn Outlet

2016

12,500

Finland

Vaalimaa

Zsar Outlet Village

2016

12,000

Russia

Yekaterinburg

Fashion House Yekaterinburg

2016

18,000

Czech Republic

Zdice

Bohemia Outlet Village

2016

16,000 Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Outlet Industry Expansion 350000

Floorspace Added (m²)

300000

250000

200000

150000

100000

50000

0

Central Europe

Northern Europe

Southern Europe

Western Europe Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Capacity for New Outlet Development

Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


The Occupier Market

FSP RETAIL BUSINESS CONSULTANTS


Top 25 Occupiers Retailer

Country of Origin

Merchandise Category

FISH

Price Position

# Outlet Stores

CE. Europe

Northern Europe

Southern Europe

Western Europe

Nike

USA

Leisure

YI

Upper Middle

130

20

29

43

28

Levi Strauss & Co

USA

Clothing and footwear

AS

Middle

123

16

18

37

41

Adidas

Germany

Leisure

AS

Middle

83

21

14

21

18

Puma

Germany

Leisure

AS

Middle

82

20

3

28

24

Tommy Hilfiger

USA

Clothing and footwear

AI

Upper Middle

77

16

13

22

20

Desigual

Spain

Clothing and footwear

YI

Upper Middle

68

4

1

32

31

Home & Cook

France

Household

FS

Middle

66

12

9

21

24

Guess

USA

Clothing and footwear

AF

Upper Middle

62

11

4

26

21

Tom Tailor

Germany

Clothing and footwear

FS

Upper Middle

62

19

1

4

38

Calvin Klein

USA

Clothing and footwear

Lacoste

France

Clothing and footwear

Lindt

Switzerland

Catering

Upper Middle

61

3

8

31

19

FS

Upper Middle

61

8

12

18

23

0

Upper Middle

57

4

8

25

20

United Colors of Benetton

Italy

Clothing and footwear

AS

Middle

57

12

1

25

12

Asics

Japan

Leisure

AI

Middle

56

8

11

19

18

Samsonite

USA

Personal

AS

Upper Middle

55

9

10

17

17

Clarks

United Kingdom

Clothing and footwear

FS

Middle

51

1

29

7

13

Gant

USA

Clothing and footwear

AI

Upper Middle

50

9

6

12

22

Timberland

USA

Clothing and footwear

AI

Upper Middle

50

6

10

20

12

Geox

Italy

Clothing and footwear

FS

Upper Middle

48

8

1

22

17

Mango

Spain

Clothing and footwear

AI

Middle

48

11

1

20

10

Hugo Boss

Germany

Clothing and footwear

AI

Premium

47

2

10

15

20

Le Creuset

France

Household

AI

Upper Middle

47

3

17

4

23

Calvin Klein Underwear

USA

Clothing and footwear

AF

Upper Middle

45

2

11

15

17

Quiksilver

USA

Clothing and footwear

YI

Middle

44

10

1

12

19

Triumph

Germany

Clothing and footwear

FS

Middle

44

14

5

6

18

Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Top Expanding Occupiers Retailer

Country of Origin

Merchandise Category

FISH

Price Position

Outlet Centre # New Outlet CE. Europe Portfolio Extent Stores

Northern Europe

Southern Europe

Western Europe

Asics

Japan

Leisure

AI

Middle

Global Brand

19

6

2

8

3

Home & Cook

France

Household

FS

Middle

Global Brand

16

5

2

4

5

Guess

USA

Clothing and footwear

AF

Upper Middle

Global Brand

15

7

1

5

2

Levi Strauss & Co

USA

Clothing and footwear

AS

Middle

Global Brand

15

3

0

5

7

The Body Shop

United Kingdom

Personal

FS

Middle

Super Regional

14

0

5

3

6

Tommy Hilfiger

USA

Clothing and footwear

AI

Upper Middle

Global Brand

14

4

2

8

0

Fragrance shop, The

United Kingdom

Personal

FS

Middle

Local

11

0

11

0

0

The North Face

USA

Leisure

FS

Upper Middle

Global Brand

11

0

4

2

5

Quiksilver

USA

Clothing and footwear

YI

Middle

Global Brand

11

2

0

4

5

United Colors of Benetton Italy

Clothing and footwear

AS

Middle

Global Brand

11

1

1

4

5

Desigual

Spain

Clothing and footwear

YI

Upper Middle

Super Regional

10

0

1

3

6

Pepe Jeans

United Kingdom

Clothing and footwear

YI

Upper Middle

Super Regional

10

3

0

3

4

Puma

Germany

Leisure

AS

Middle

Global Brand

10

2

0

4

4

Superdry

United Kingdom

Clothing and footwear

YF

Middle

Global Brand

10

0

2

1

7

Vans

USA

Clothing and footwear

YI

Upper Middle

Global Brand

10

1

2

5

2

Villeroy & Boch

Germany

Household

CI

Upper Middle

Global Brand

10

0

1

5

4

Watch Station

USA

Personal

AS

Middle

Regional

10

0

5

1

4

Ecco

Denmark

Clothing and footwear

AS

Middle

Global Brand

9

4

2

0

3

Michael Kors

USA

Clothing and footwear

AF

Premium

Global Brand

9

1

1

2

5

Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Expanding Occupiers in Key Markets Rank

France

Germany

Italy

Poland

Russia

Spain

United Kingdom

1

The Body Shop (+5)

Michael Kors (+4)

Liu Jo Man (+8)

Bestseller (+6)

Albione (+3)

Charanga (+4)

The Fragrance Shop (+11)

2

Levi Strauss & Co (+4)

Superdry (+4)

Tommy Hilfiger (+7)

Asics (+5)

Paper Shop, The (+3)

Skechers (+3)

The Gift Company (+8)

3

L'Oreal (+4)

Wellensteyn (+4)

VB Store (+7)

Italian Fashion (+5)

Charuel (+2)

Asics (+3)

Ernest Jones (+7)

4

Home & Cook (+4)

Coach (+3)

Flavio Castellani (+6)

Mountain Warehouse (+5)

Cream della Cream (+2) Forecast (+3)

5

Le Coq Sportif (+4)

Campus (+3)

Kennet Street (+6)

Symbiosis (+5)

Econika (+2)

United Colors of Benetton (+3)

Watch Station (+5)

6

Little Marcel (+4)

Kneipp (+3)

Asics (+5)

Home & Cook (+4)

Elena Shipilova (+2)

The Body Shop (+2)

Beauty Outlet (+5)

7

Jeff De Bruges (+4)

Lambert (+3)

Vans (+5)

Bialcon (+4)

Just Couture (+2)

Home & Cook (+2)

Musto (+5)

8

Karl Marc John (+4)

Sanetta (+3)

Bottega del Sarto (+5)

Prochnik (+4)

Kanz (+2)

Rockport (+2)

Suit Direct (+5)

9

United Colors of Benetton (+3)

Sterntaler (+3)

Puma (+4)

So! Coffee (+4)

Marc Cain (+2)

Zwilling (+2)

Skechers (+4)

10

Puma (+3)

Levi Strauss & Co (+2)

Alberta Ferreti (+4)

Reserved (+3)

Milana (+2)

Adolfo Dominguez (+2) The Body Shop (+4)

Grape Tree (+6)

Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Evolving Fashion Markets FISH Lifestage Index

Price Position Index

(100 = Existing Regional Provision) 50

70

90

110

130

150

170

(100 = Existing Regional Provision) 190

50

70

90

110

130

150

Young Luxury / Premium

Assured

Upper Middle

Family

Middle Classic

C.E. Europe

Northern Europe

Southern Europe

Western Europe

C.E. Europe

Northern Europe

Southern Europe

Western Europe Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Delivering Top Returns

FSP RETAIL BUSINESS CONSULTANTS


European Outlet Centres – Investors Share of Total Turnover

Share of Floor Area

Value Retail & Ptnrs: 14% Henderson: 17%

Henderson: 9% IRUS: 7%

IRUS: 7%

Value Retail & Ptnrs: 5%

McArthurGlen & Ptnrs: 4% VIA Outlets: 3% Blackstone: 3%

VIA Outlets: 5% Blackstone: 4%

Hermes: 3%

McArthurGlen & Ptnrs: 3%

Resolution: 3% AEW: 3%

Hermes: 3%

Unibail Rodamco: 2% Others: 40%

Neinver-TH: 1% Others: 54%

Resolution: 3% Unibail Rodamco: 3% AEW: 3% Neinver-TH: 2%

Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


European Outlet Centres – Operators Share of Total Turnover

McArthurGlen: 23%

Share of Floor Area

Value Retail: 15%

Neinver: 9% McArthurGlen: 14%

Value Retail: 5%

Realm: 5% Neinver: 9% Marques Avenue: 4% Freeport: 3% Realm: 4% Promos: 3%

Marques Avenue: 4%

Fashion House: 3%

Promos: 3%

Others: 37%

Freeport: 2% Fashion House: 2% Fashion District: 1% Advantail: 1%

Fashion District: 2% Others: 48%

Advantail: 2%

Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Finding Opportunities – Investors €600 Other Investors

Trend (Other Investors)

€500

€400 Millions

Estimated Turnover (2014)

Leading Investors

€300

€200

€100

€0 -

5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 Gross Lettable Area (Sqm) Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Finding Opportunities – Operators €600 Leading Operators

Trend (Other Investors)

€500

€400 Millions

Estimated Turnover (2014)

Other Operators

€300

€200

€100

€0 -

5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 Gross Lettable Area (Sqm) Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Small Number of High Risk Opportunities €100

€80 €70 Millions

Estimated Turnover (2014)

€90

€60 €50 €40 €30 €20 €10 €0 -

5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 Gross Lettable Area (Sqm) Source: FSP

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March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Delivering Top Returns Despite strong investor interest, there is a lack of available product This is fuelling growth in asset values and increasing expectations of future sales performance Some investors now alternatively looking at funding new development This is fraught with challenges, given shrinking gaps in coverage, competitive challenges and the small number of operators FSP believes that the best performing outlet centres in the next 24 months will be those which deliver a strongly differentiated ‘great day out’ visitor package The top operators achieve this through exceptional design, strong brand mix, inspired marketing, proactive leasing, appropriate and timely expansions and effective operational activity, which focuses on the complete customer experience There is a wide range of performance across the outlet industry, with the most experienced investors dominating the top performing sites It has never been more important for less experienced investors and developers to access high quality pre acquisition and feasibility support and strong management teams in order to deliver top returns

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March 25, 2015


Conclusions

FSP RETAIL BUSINESS CONSULTANTS


Conclusions 2014 was another good year for European Outlet Centres While there were fewer new developments, the occupier market saw substantial growth There are now over 200 trading outlet centres in Europe which encompass a variety of formats, price positions and locations Development activity is focused in Germany and Central and Eastern Europe. There are opportunities to infill under developed regions including the UK (Midlands/SE), France (Lyons, Provence) and Spain (Catalonia) The top investors have grabbed the best performing sites, leaving relatively few Grade A opportunities for new investors or portfolio expansions Opportunities for added value management are challenging Alternatively, there is theoretical scope for further development of 50 to 75 new outlet centres across Europe. However, these are increasingly marginal opportunities and continuing expansions at established outlet centres will reduce this potential It is no longer acceptable to manage or develop outlet centres ‘by numbers’. Competition is more effective and investors expect stronger performance delivered over shorter time scales An insight based, integrated approach is essential to underpin successful develpoment, operational management and increasingly leasing activity 40 is supposed to be the age when one can relax and begin to enjoy the fruits of ones labour. With good sites at a premium, changing consumer demand and growing competition, it looks as if we will all be working hard to ensure that the sector continues to deliver Top Returns 22

March 25, 2015

FSP RETAIL BUSINESS CONSULTANTS


Ken Gunn Director

FSP RETAIL BUSINESS CONSULTANTS

T+44(0)1494 474740 M+44(0)7773 779919 F+44(0)1494 474262

19 Manor Courtyard Hughenden Avenue High Wycombe UK, HP13 5RE

Ken@fspretail.com

T +44(0)1494 474740 F +44(0)1494 474262 fspretail@fspretail.com www.fspretail.com www.snap-shop.co.uk


FSP RETAIL BUSINESS CONSULTANTS 19 Manor Courtyard Hughenden Avenue High Wycombe UK, HP13 5RE T +44(0)1494 474740 F +44(0)1494 474262 fspretail@fspretail.com www.fspretail.com www.snap-shop.co.uk


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