Table of Contents
Analyst Comment
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- Electricals
- The slowdown we’ve all been waiting for
- The Internet
- Store closures
- Stores in the multi-channel world
The Month in UK Retailing
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- Grocers
- Asda:
- …George boss aims for number one clothing spot
- …opposes overseas suppliers code
- Sainsbury’s
- …launches campaign with Oliver
- …LFLs up, unveils property deal
- Somerfield
- … Tchenguiz and Apax divided over Somerfield sale
- … performs well in pre-Easter sales
- …in exclusive talks with the Co-op
- Tesco
- … takes legal action against Guardian
- … loses Guardian chief as board member over writ
- … to monitor customer shopping habits
- … delivers bumper FY results
- Clothing retailing
- Baugur to raise £430m for retail investment
- Alexon FY LFLs slump, profit rises
- Arcadia
- … owner Green expects record year at Topshop
- … owner considers selling Bhs
- Ethel Austin to be rescued?
- Moss Bros
- … stake raised by Laura Ashley, fuelling bid speculation
- …posts FY loss
- …sees Greenwoods boss pull out of race
- …bid abandoned by Debenhams
- Next FY profit rise, forecasts “difficult” trading
- DIY retailing
- Kingfisher FY profits fall, restructures China arm
- Superdrug boss to run B&Q
- Topps Tiles H1 LFLs to drop
- Electrical retailing
- Kesa predicts tough trading after FY results
- DSG issues second profit warning
- Furniture retailing
- Jysk confident of UK launch
- Land of Leather suffers in H1, as chief retires
- Sleep Depot collapses into administration
- ScS LFLs plummet in H1
- Home shopping
- Findel expects to deliver record sales
- Littlewoods increases online goal to 70%
- Health and beauty retailing
- Superdrug searches for successors
- Superdrug names new boss
- Book and stationery retailing
- Clinton Cards posts strong H1 figures
- The Works on brink of sale
- WH Smith buys hospital shops
- Sports and leisure goods retailing
- JD Group reports strong FY results
- Toys and games retailing
- Toyzone
- … enters administration
- … rescued from administration
- Jewellers
- Signet FY profit down 17%
- Miscellaneous specialist retailing
- Halfords reports strong FY LFLs
- Garden centres
- Dobbies posts mixed results
Executive Appointments
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- Alexon chief to retire
- Arnotts appoints Kearney
- Asda
- …Living hires marketing head
- …appoints head of estates
- Bhs gets retail chief from M&S
- Beales puts back Brown appointment
- Superdrug boss to run B&Q
- DSGi appoints chief operating officer
- Oliver named Fragrance Shop MD
- Harrods poaches Gucci man for chief role
- Terrell appointed to John Lewis
- Matalan lures Debenhams fashion execs
- M&S
- …attempts to alleviate Rose row
- …design head leaves
- Monsoon hires MD
- New Look hires new Mim boss
- Superdrug
- …searches for successors
- …names new boss
- Tesco
- …board keeps McCall
- …loses Guardian’s McCall from board
- Wal-Mart
- …eyes Russia following exec appointment
- …China to be headed by Cissell
Product Development – Meals and Meal Centres
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- Asda
- Marks & Spencer
- Morrison
- Sainsbury’s
- Somerfield
- Tesco
Advertising News
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- New campaigns
- Benson’s campaign to run through May 2008
- Co-op looks to reclaim fairtrade top spot
- Deichmann signs Sugababes for ads
- DV8 seeks budding models for new campaign
- George at Asda launches Hannah Montana line
- Greggs increases adspend
- John Lewis launches homewares campaign
- Matalan signs TV sponsorship
- N Brown ups adspend
- Sainsbury’s/Oliver launch £5 meal campaign
- Woolworths signs Chan for ads
- Account gains/losses
- New online bookseller to challenge Amazon
- The Body Shop hire Headstream for online task
- Waterstone’s hire CHI & Partners for £5m ad task
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all retail advertisers (£m), Jan 2004-Jan 2008
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- Figure 2: Total advertising expenditure by all advertisers (£m), Jan 2004-Jan 2008
- Figure 3: Use of media by retail and all advertisers (%), Jan 2007-Jan 2008
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- Figure 4: Use of media by retail and all advertisers (£m), Jan 2007-Jan 2008
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), Dec 2007-Jan 2008
- Furniture
- Food
- Optical
- DIY
- Other
- Nielsen Media Research/definitions
Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 6: Retail sales trends: Feb 2007-Feb 2008
- Figure 7: Non-seasonally adjusted % value change on previous year, Feb 2007-Feb 2008
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- Figure 8: Seasonally adjusted % volume change on previous year, Feb 2007-Feb 2008
- Significant features of February’s ONS statistics
- Confederation of British Industry
- British Retail Consortium
- Retail price inflation trends
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- Figure 9: Annual percentage change in retail price index for selected product groups: Feb 2007-Feb 2008
- Figure 10: Annual percentage change in retail price index for selected product groups: Feb 2007-Feb 2008
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Mixed Goods
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- Sales trends
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- Figure 11: Mixed goods retailers, sales trends, 1998-2007
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- Figure 12: Mixed goods retailers as % of all retail sales, 1998-2007
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, Jan 2001-Jan 2008 (Jan 1987=100)
- Sales by sub-sector
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- Figure 14: Mixed goods retailers, breakdown of sales by sub-sector, 2001-07
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 2001-07
- Mixed goods retailers: latest trends
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- Figure 16: Mixed goods retailers’ sales, 2003/04-2006/07
- Figure 17: Mixed goods retailers’ operating profits, 2003/04-2006/07
- Argos
- Debenhams
- John Lewis
- Woolworths
- Harrods
- House of Fraser
Sector News Review: Mixed Goods Retailing
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- November
- Mixed goods retailing
- Mothercare
- …tests the water in Germany
- …and records rise in UK and international sales in H1
- Woolworths sees sales rise but retail struggles
- Multi-sector retailing
- Ethical retailer Adili announces flotation
- Boots ahead of expectations
- Home Retail Group reveals interim profit
- M&S H1 results, announces international expansion
- Next LFLs drop 2.9% in Q3
- Department stores
- House of Fraser profits post Baugur buyout
- John Lewis announces expansion
- December
- Mixed goods retailing
- Woolworths under pressure to renegotiate debt
- Multi-sector retailing
- Alliance Boots posts £504 million H1 profit
- HMV
- …sees losses narrow
- …and continues rolling out Fopp stores
- Laura Ashley reports 10.8% fall in LFLs
- M&S not ruling out return to continental Europe
- Department stores
- Debenhams
- …renegotiates debt
- …as MRG takes 7% stake
- …as Landmark-owner considers joint bid
- January
- Mixed goods retailing
- 99p Stores reports excellent Christmas
- Instore Christmas sales up 0.4%
- Mothercare posts strong Q3 results
- Woolies reports ‘very challenging’ Christmas sales
- Multi-sector retailing
- Boots reports strong Christmas performance
- HMV posts record Christmas
- Home Retail Group warns for tougher trade
- John Lewis
- …reports sales up 18% over Christmas
- …and reiterates strong Christmas sales
- Next cautious on outlook for 2008
- Department stores
- Beales posts Christmas sales fall, issues warning
- Debenhams LFLs up 2.2% over Christmas
- House of Fraser posts strong Christmas trading
- Liberty reveals Christmas boost
- Selfridges LFLs grow 9% in December
- February
- Multi-sector retailing
- Alliance Boots toughens supplier terms
- M&S
- …to take food range to India?
- …on track with Plan A
- …in 800,000 voucher giveaway
- Department stores
- Beales reports weak FY figures
- Debenhams
- …quits Nectar scheme
- …and launches Fairtrade menswear
- John Lewis
- …looks to India
- …and trials ban on cheques
- March
- Multi-sector retailing
- Home Retail Group suffers from slowdown
- John Lewis FY profits soar
- M&S
- …hit by union’s cyber campaign
- …as investors object to Sir Stuart appointment
- …as Burns’ pay-off is revealed
- Department stores
- Liberty pre-tax loss widens to £6.4m
- April
- Mixed goods retailing
- Laura Ashley FY profits surge, while LFLs drop
- Mothercare reports buoyant FY LFLs
- Woolworths reports FY profit rise, cuts dividend
- Multi-sector retailing
- Alliance Boots faces supplier boycott
- HMV to open first motorway service store
- M&S
- … faces growing pressure over Sir Stuart’s promotion
- …attempts to alleviate Rose row
- … wins £3.5m teacake refund
- Department stores
- Debenhams reports H1 profit slump
- Harrods poaches Gucci man for chief role
Sector Advertising Review – Mixed Goods
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- Advertising expenditure
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- Figure 18: Total advertising expenditure by mixed goods retailers, Jan 2004-Jan 2008
- Use of media
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- Figure 19: Use of media by mixed goods retailers and all retailers (%), Jan 2007-Jan 2008
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- Figure 20: Use of media by mixed goods retailers and all retailers (£), Jan 2007-Jan 2008
- Top ten mixed goods retail advertisers
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- Figure 21: Top ten mixed goods retailers by adspend, Jan 2007-Jan 2008
- Retailer focus
- Boots
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- Figure 22: Boots, media use by adspend and as share of total, Jan 2007-Jan 2008
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- Figure 23: Boots, top brands by adspend, Jan 2008
- Argos
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- Figure 24: Argos, media use by adspend and as share of total, Jan 2007-Jan 2008
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- Figure 25: Homebase, top brands by adspend, Jan 2008
- Debenhams
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- Figure 26: Debenhams, media use by adspend and as share of total, Jan 2007-Jan 2008
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- Figure 27: Debenhams, top brands by adspend, Jan 2008
- Harrods
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- Figure 28: Harrods, media use by adspend and as share of total, Jan 2007-Jan 2008
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- Figure 29: Harrods, top brands by adspend, Jan 2008
- Nielsen Media Research/definitions
Report Focus: Underwear Retailing
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- Underwear market has further possibilities
- Sharpening those entry points
- Own-label domination
- Drivers of growth
- Underwear is a treat
- Replacements only
- The celebrity draw
- Underwear as gifts
- Shopping patterns
- Main opportunities
- Innovation
- Future prospects
- Consumers: how much, where and why
- Amount spent on underwear retailing
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- Figure 30: How much they spend on underwear/hosiery for themselves per month, December 2007
- More temptation needed
- Young spend most
- Internet opportunity
- Where they shop
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- Figure 31: Where they buy underwear, December 2007
- M&S and Next have clear positions, but value sector is a battleground
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- Figure 32: Where they buy underwear, by gender, age and socio-economic group, December 2007
- Debenhams’ younger appeal
- Bhs is challenged
- What they think of purchasing underwear
- Women more likely to buy for replacement
- Men are keen on multipacks
- Tempt women with special occasions
- Matching sets opportunity for M&S
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- Figure 33: What they think of buying underwear, by gender, age and socio-economic group, December 2007
- Men aren’t buying for women
- The well off like sales
- Men are hot for designer undies
- Profiles of leading retailers
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- Figure 34: Specialist lingerie/underwear/hosiery retailers featured, 2008
- La Senza
- Ownership and structure
- Stores
- Financial performance
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- Figure 35: La Senza, financial performance, 2002-07
- Retail offering/market positioning
- Product offer/brands
- Pricing
- Advertising and marketing
- Strategic evaluation
- Ann Summers and Knickerbox
- Ownership and structure
- Stores
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- Figure 36: Ann Summers and Knickerbox, store numbers, 2005-07
- Financial performance
- Retail offering/market positioning
- Online
- Strategic evaluation
- Agent Provocateur
- Ownership and structure
- Stores
- Financial performance
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- Figure 37: Agent Provocateur, financial performance, UK, 2003-07
- Strategic evaluation
- Industry Insights
- The market
- Strong and weak categories
- Key factors affecting the market
- Consumer demographics
- Shapewear innovations
- Fast response
- Designers and celebrities
- Price-sensitivity
- Ethical and eco issues
- Future growth sectors
- Underwear retail display
- Retailers
- Brands opening their own shops
- The growth and potential of online
- The future
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