Table of Contents
Analyst’s Comment
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- The man (or woman) at the top
- A shining example
- The importance of leadership
- And who got it right?
Headlines for the Month
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- Food retailing
- Clothing
- Mixed goods
- DIY
- Homewares
- Health and beauty
- Miscellaneous
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 1: Retail sales trends, 2008-09
- Fed up with austerity?
- Early indications for July
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2007/09
- Figure 3: John Lewis: Year-on-year growth, 2008-09
- Inflation and wages
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- Figure 4: RPI vs Wage rate growth, 2007-09
- The RPI at the bottom
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- Figure 5: Sterling - Euro exchange rate, June 08-Aug 09
- Figure 6: Sterling – US Dollar exchange rate, June 08-Aug 09
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- Figure 7: Annual percentage change in Retail Price Index for selected product groups, 2008-09
- Looking forward
Sector Focus – Food Retailers
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- Sales trends
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- Figure 8: Food retailers, sales trends, 1998-2008
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- Figure 9: Food retailers as % of all retail sales, 1998-2009
- Subsectors
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- Figure 10: Breakdown of Food retailers’ sales, by sub-sector, 2004-08
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- Figure 11: Food retailers: Subsector performance H1 2009 vs H1 2008
- Retail price inflation
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- Figure 12: Indices of retail prices for key product categories, 2005-09
- Consumer expenditure
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- Figure 13: Consumer expenditure on selected product categories, 2004-08
- Figure 14: Food retailers sales relative to all spending on food and drink, 2000-08
- Food retailers
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- Figure 15: Food Retailers: Leading retailers’ share of food retailers’ sales, 2008/09
Advertising News
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- New campaigns
- Co-op starts £18 million advertising review
- Accounts gains and losses
- B&Q £40m account handed to McCann Erickson
- Clarks hires MPG to handle £12 million media business
- H&M signs up with Clear Channel
- Littlewoods appoint Leo Burnett to £12 million creative account
Executive Appointments
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- Former MFI and Woolworths chiefs appointed to Allied Carpets
- Wheway appointed as new Best Buy Europe chief
- Primark founder stands down as MD
- Thorntons appoints Robson as new finance director
Advertising Expenditure
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- Figure 16: Total advertising expenditure, by all advertisers (£m), May 2005-May 2009
- Figure 17: Total advertising expenditure, by all retail advertisers (£m), May 2005-May 2009
- Use of media
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- Figure 18: Use of media, by retail and all advertisers (£m), May 2008-May 2009
- Figure 19: Use of media, by retail and all advertisers (%), May 2008-May 2009
- Top 25 retail advertisers
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- Figure 20: Top 25 retailers, by adspend (£), Apr 2009-May 2009
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The Month in UK Retailing
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- Bakers (retail)
- Thorntons
- …H2 sales up 6.6%
- …plans overseas expansion
- Grocers
- Asda
- …to trial refill-stations to reduce packaging
- …to launch social networking site
- Morrisons raises profit forecast
- Ocado close to completing £40 million fund-raising
- Sainsbury's
- …launches online non-food service
- …announces Scottish expansion plans
- Tesco plans further banking assault
- Waitrose
- …eyes Scottish expansion
- …in talks to integrate Duchy Originals
- …to sell John Lewis homewares
- Other food specialists
- Holland & Barrett gets green light for Julian Graves merger
- Clothing retailing
- Burberry posts 8% revenue boost
- Jaeger announces Hong Kong entry
- Mackays sees profit fall
- Moss Bros reveals bullish expansion plans
- New Look to buy five Borders UK stores
- River Island posts records results
- Ted Baker launches Born
- Next posts sales improvement
- Mixed goods retailing
- Argos to counter weak pound with 5% price hike
- Mothercare enjoys sales surge
- DIY retailing
- Focus
- …faces tough business review
- …set to unveil CVA
- Kingfisher
- …buoyed by B&Q results
- …mulls franchise move to broaden horizons
- Topps Tiles posts LFLs fall
- Travis Perkins posts H1 profit dip
- Electricals retailing
- Currys opens in "death store"
- Carpet retailing
- Allied Carpets falls into administration
- Carpetright
- …in talks to buy Allied's insurance division
- …LFLs rise 1.4%
- Homewares retailing
- Dunelm sees LFLs climb 5%
- Home shopping
- Flying Brands performance improves
- Health and beauty retailing
- Superdrug records FY loss
- Books and stationery retailing
- Borders
- …enters sale talks with Hilco
- …auditors raise doubts over future
- Sports and leisure goods retailing
- Blacks Leisure
- …posts LFLs drop
- …secures funding for a further year
- JD Sports acquires Canterbury Europe for £6.5 million
- JJB threatens legal action against Ashley
- Sports Direct
- …suffers 91% profit plunge
- …store purchase faces probe
- Jewellers
- Signet suffers Q2 LFLs drop
- Garden centres
- Dobbies aims to rent out allotments
- Garden Centre Group LFLs grow in H1
- Toys and games retailing
- Game agrees £175 million refinancing
- Miscellaneous specialist retailing
- Halfords posts quarterly sales rise
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