Table of Contents
Analyst Comment
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- The Internet and the High street
- Problems at HMV
- Credit insurance
- Poor trading
- The internet has all the advantages
- Lessons for other sectors
- Where next
- So why all the interest in buying the HMV business?
- Retailing is a constantly changing business
Headlines for the Month
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- Grocers
- Food specialists
- Clothing retailers
- Footwear
- Multi-sector retailing
- Miscellaneous specialists
- Department stores
- Mixed goods retailers
- DIY
- Electricals
- Music and video
- Home shopping
- Health and beauty
- Books and stationery
- Sports and leisure goods
- Jewellers
- Toys and games
- Economy
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 1: Retail sales trends, 2010
- BRC and Christmas trade
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2009-2011
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2009-11
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2008-11
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
- The pattern of retail sales growth in early 2011
- Looking forward
Sector Focus – Food Retailers
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- Retail sales trends
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- Figure 6: Food retailers, sales trends, 2006-10
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- Figure 7: Food retailers’ sales as % of all retail sales, 2005-10
- Subsectors
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- Figure 8: Breakdown of Food retailers’ sales, by sub-sector, 2006-2010
- Consumer prices inflation
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- Figure 9: Indices of retail prices for key product categories, 2006-10
- Consumer expenditure
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- Figure 10: Consumer expenditure on selected product categories, 2005-09
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- Figure 11: Consumer expenditure on selected product categories, Q1-3 2009 – Q1-3 2010
- Leading food retailers
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- Figure 13: Food Retailers: Leading retailers’ share of food retailers’ sales, 2009/10
- Figure 8: Estimated non-retail share of sales, 2009/10
News Analysis
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- Grocers
- Asda Income Tracker: average family's spending power falls
- Asda sells 39 Netto stores as part of OFT disposal deal
- M&S appoints Tesco's Laura Wade-Gery
- Morrisons
- …in talks with George Davies
- …retail boss to step down
- …sees like-for-likes up 1%
- …to complain about Asda's ads
- Nisa Today’s Group
- …reports strong Christmas trading figures
- …reports double digit growth
- Sainsbury's
- …abandons plans to move headquarters to King's Cross
- …appoints non-exec from Google
- …market share up, but Morrisons' falls
- …opens Fresh Kitchen
- …reports Christmas high
- …to source all Fairtrade cotton from supplier in India
- Tesco
- …completes sale and leaseback of 21 shops
- …launches 20% off sale
- …launches daily dozen price campaign
- …reports slight Christmas growth
- …to open new DC for dotcom and Express
- The Co-op
- …appoints Gill Bar as marketing director
- …sales fall due to bad weather
- …to create 1,700 store management jobs
- Waitrose
- …reaches £5bn sales
- …to introduce 'Little' stores
- Food specialists
- Thorntons' sales fall in cold weather
- Clothing retailing
- Alexon sales up but issues profit warning
- Aquascutum narrows losses
- Aurora to outsource distribution and IT functions
- Bestseller increases Asos stake to over 20%
- Burberry
- …launches evolving spring ad campaign
- …to move into Regent Street Habitat store
- French Connection
- …opens Facebook store
- …pre-tax profits expected to rise
- H&M to launch sustainable clothing range
- Hermes increases forecast for 2010
- Hobbs secures £14m investment
- Jack Wills to expand further overseas
- Jacques Vert festive sales rise
- Matalan Christmas like-for-likes decline 4.5%
- Moss Bros sells Hugo Boss franchise for £16.5m
- Mulberry Christmas like-for-likes up 70%
- New Look sales fall over Christmas
- Peacocks Group sales and profits rise
- Phase Eight potentially bought out by private equity firm
- Primark Christmas sales up
- Reiss on track for 40% sales rise
- Republic gains Andy Bond as new chairman
- SuperGroup
- …buys European franchisee to push international growth
- …Christmas sales rise
- …sees strong third quarter sales
- Ted Baker sales rise 7.6%
- Topshop plans to 'double' sales
- Footwear retailing
- Barratts Priceless posts £6.1m profit
- Dune creates IT platform for expansion plans
- Jimmy Choo backers opt for sale
- Jones Bootmaker in £40m sale
- Multi-Sector Retailing
- Marks & Spencer to open store in Champs-Elysees
- Home Retail reports better than expected Christmas
- Marks & Spencer
- …appoints Tesco's Laura Wade-Gery
- …posts 2.8% Christmas like-for-like rise
- …to focus on clothing arm
- …top mCommerce league
- Mixed goods retailing
- Argos to partner with PayPal
- Poundworld to roll out multi-price store format
- The Original Factory Shop reports Christmas like-for-likes up 5%
- Miscellaneous specialists
- Halfords' retail sales drop over Christmas
- Kiddicare plans to repeat business
- Pets Corner profits up as it plans expansion
- Laura Ashley FY profits to be "significantly higher" than expected
- Bathstore receive bids from Change Capital
- Carpetright sales fall and it warns on profits
- Cath Kidston sales rise 52%
- Dunelm Christmas like-for-likes fall
- Department Stores
- Beales narrows losses by a third
- Debenhams like-for-likes slow
- Fortnum & Mason reports record Christmas
- Harrods breaks £1bn sales mark
- House of Fraser
- …appoints director of ecommerce
- …lose Landsbanki stake
- …sees strong Christmas trading
- John Lewis
- …appoints new buying director
- …sees continuing strong trade
- …sees weekly sales fall
- …to open in-store spas
- Selfridges finalises de Bijenkorf deal
- DIY retailing
- Kingfisher's trade chain Screwfix opens to public
- Topps Tiles' Christmas sales up
- Electrical retailing
- Best Buy Europe sees two more senior departures
- Best Buy UK online boss to leave
- Carphone Warehouse sees like-for-likes rise over Christmas
- Comet
- …begins redundancy consultations as it consolidates service centres
- …directors leave after dire trading
- …like-for-likes down 7.3%
- Dixons sees sales suffer in snow
- Everything Everywhere to test stores under own name
- Jessops Christmas like-for-likes up 3%
- O2 Retail to close 40 stores in 2011
- Music and Video Goods Retailing
- HMV
- …appoints KPMG amid bank concerns
- …begins to close stores
- …sees buyers circling
- …suppliers hit by credit insurance cut
- Music Sales: 98% of singles now purchased online
- Furniture retailing
- Habitat to exit Regent Street
- Homestyle profits down but Reid acquisition boosts turnover
- The Conran Shop sales rise over pre-VAT period
- Home Shopping
- Amazon
- …acquires LoveFilm
- …boosts fashion offer with lingerie launch
- Asos sales up 59%
- Ebay reports strong Christmas due to fashion division
- Figleaves.com expands delivery options and drop boxes
- Flying Brands warns on profits
- Ideal Shopping Direct improves 2010 sales
- M and M Direct sees sales rise
- N Brown
- …acquires Slimma and Splendour
- …sees Christmas sales up
- Ocado
- …ends year with strong Christmas trading sales
- …reports profit and reduces full year losses
- …shares rise as bid speculation increases
- Shop Direct Christmas sales up 5%
- The Hut sales up 70% in 2010
- Health and Beauty retailing
- Boots UK like-for-likes up in December
- Feelunique.com sales up 50% over Christmas
- Holland & Barrett like-for-likes up 2.3% in December
- Superdrug like-for-likes up 1.7% over Christmas
- The Perfume Shop Christmas like-for-likes up 2%
- Book and stationery retailing
- British Bookshops & Stationers
- …axes 40 staff
- …becomes first retail casualty of 2011
- Foyles to open first shop outside London in 70 years
- Office Depot ties up with Dixons for PC World shop-in-shops
- The Book Depository sees strong first half
- Waterstone's to close 11 shops on Sunday
- WH Smith
- …like-for-likes fall 5%
- …buys 22 British Bookshops & Stationers shops
- Sports and Leisure Goods Retailing
- JD Sports acquires Champion Sports
- Blacks
- …sale talks break down
- …sees two bidders remain
- Go Outdoors reveals record year
- JD Sports
- …considers buying JJB
- …invests £1m in Kukri purchase
- Kitbag sales rise to record over Christmas
- Snow + Rock appoints Neil McCausland as non-exec chairman
- Jewellers
- Aurum reports 'outstanding' Christmas
- HPJ Jewellers bought out of administration
- Signet UK sales fall over Christmas
- Toys and Games Retailing
- Game
- …like-for-likes improve over Christmas
- …signs deal with Microsoft to sell downloads in store
- Games Workshop sees sales fall
- Hamleys
- …potentially bought by Qataris
- …up for sale
- Economy
- BRC
- …reports retail like-for-likes up 2.3% in January
- …reports retail sector like-for-likes fell 0.3% in December
- Consumer confidence rises in fourth quarter
- Consumer price inflation rises to 3.7% in December
- ONS show strong retail sales for December 2010
- Scottish Q4 retail sales outgrow rest of Europe
- Shop price inflation rises to 2.5%
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