Table of Contents
Analyst Comment
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- Tough times are good for high streets
- Administrations up sharply
- Every failure is different
- But it’s not all bad news
Headlines for the Month
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- Grocers
- Clothing
- Multi-sector retailing
- Department stores
- DIY retailing
- Electricals retailing
- Music and video goods retailing
- Furniture
- Home shopping
- Jewellery
- Books and stationery
- Sports and leisure goods
- Garden centres
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2011-12
- The BRC data for March
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-12
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2011-12
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2008-12
- Inflation fell again
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2011-12
- Looking forward
Sector Focus – Mixed Goods/Department Stores
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- Mintel’s tracker survey
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- Figure 6: Mintel Tracker Survey extracts: Trends in activities done and consider to do, Jul 2011-Mar 2012
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- Figure 7: Mintel Tracker Survey extracts: Trends in what extra money is spent on, Nov 2009-Mar 2012
- Sector relatives
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- Figure 8: Mixed goods retailers’ share of all retail sales, 2006-11
- Retail sales data
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- Figure 9: Mixed goods retailers’ sales, 2006-11
- Consumer prices index
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- Figure 10: Consumer prices inflation for selected categories, Jan 2011-Jan 2012
- Consumer spending
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- Figure 11: Consumer expenditure on selected product categories, 2006-11
- Leading retailers
- The department stores
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- Figure 12: Department store retailers: Leading operators, 2010/11
- The variety stores
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- Figure 13: Variety store retailers: Leading operators, 2010/11
News Analysis
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- Grocers
- UK: Asda
- …launches £5 off £40 shop promotion for Easter
- …George gives support to British manufacturers
- UK: Iceland deal complete
- UK: Kwik Save to return to high street next month
- UK: Midcounties acquires Harry Tuffin's
- UK: Morrisons
- …new format will target high-end customers
- …sets out plans to become biggest fresh food maker
- …to donate job creation fund
- UK: Sainsbury's
- …aims to take market share from Game's demise
- …becomes second largest online grocer
- …campaign ruled out by ASA
- …like-for-like sales rise 2.6%
- UK: Tesco
- …considering rise in pension age
- …Dotcom-Only store experiences problems
- …drops premium clothing
- …to launch in-store kiosks with access to full range
- …UK boss exits
- …upgrades Value brand
- UK: The Co-operative Food sees sales fall
- Off-licences
- UK: Oddbins relaunches website with increased personalisation
- Other food specialists
- UK: Greggs sales boosted by store expansion programme
- UK: Holland & Barrett promotes new Know-how
- Clothing retailing
- UK: Aquascutum seeks new owner
- UK: Aurora could close half its stores
- UK: Cherokee to relaunch in Tesco UK
- UK: French Connection launches retail review after profits fall
- UK: Matalan founder acquires Fenn Wright Manson
- UK: Moss Bros returns to profit in full year
- UK: Next
- …reports profits rise but warns of uncertainty
- …to launch 19 mini stores
- UK: Peacocks
- …plans online launch for 2013
- …seeks extension on payment terms
- UK: Ted Baker reports "excellent" full-year
- UK: Eveden considers sale
- Multi-sector retailing
- UK: Halfords plans investment as sales are flat
- UK: Marks & Spencer sets up Savile Row office
- UK: Matalan founder acquires Fenn Wright Manson
- UK: Mothercare
- …prepares to up store closures
- …review puts 160 head office staff at risk
- UK: Laura Ashley reports "resilient" results
- Mixed goods retailing
- UK: Poundland buys eight Peacocks stores
- UK: Argos reports 8.5% like-for-like sales fall
- Department stores
- UK: Beales reports falling sales
- UK: Debenhams
- …reports positive first half
- …to increase homewares range
- UK: Harrods
- …owner acquires stake in LVMH
- …to launch in-store technology
- UK: House of Fraser stake owned by Landsbanki may be sold
- UK: TJ Hughes new owner plans store drive
- DIY retailing
- UK: Kingfisher eyes new markets as profits rise
- UK: Wilkinson among bidders for Robert Dyas
- Electrical retailing
- UK: Comet
- …plans closure of 61 stores
- …sees sales rise to 2-year record
- Music and video goods retailing
- UK: Game
- …back in trouble
- …enters administration with 277 stores to close
- …future in jeopardy as value wiped out
- …offered lifeline by Comet owner OpCapita
- …receives interest from potential bidders
- …UK stores bought by OpCapita
- UK: HMV
- …Live attracts attention of O2 owner
- …set to benefit as Game Group struggles
- UK: Sony Music among bidders for HMV Live
- Carpet retailing
- UK: Carpetright plans to refresh estate in next two years
- Furniture retailing
- UK: DFS
- …reports sharp fall in EBITDA
- …to launch first high street store
- UK: Feather & Blacks sees sales boosted by multichannel
- UK: Ikea to build new store in Reading
- Home shopping
- UK: Brand Alley reports 60% rise in sales
- UK: Eveden
- …acquired by Wacoal
- …considers sale
- UK: Feelunique owners to sell a stake
- UK: Findel full year sales rise as turnaround plan continues
- UK: Groupon facing OFT action
- UK: Ocado boss says online grocery shopping to get personal
- Health and beauty retailing
- UK: Feelunique owners to sell a stake
- UK: Superdrug launches Superprice campaign
- Jewellery retailing
- UK: Azendi in administration
- UK: H Stern to launch in UK
- Book and stationery retailing
- UK: Clinton Cards
- …profits fall and founder exits
- …to restructure Birthdays if buyer not found
- Sports and leisure goods retailing
- UK: Blacks to rebrand as turnaround begins
- UK: Go Outdoors hires Halfords digital boss
- UK: JD and Sports Direct battle for Firetrap
- UK: JJB receives lifeline from Dick's
- UK: Sports Direct
- …acquires WDT
- …starts pricing war with JJB
- Garden centres
- UK: Garden Centre Group acquired by Terra Firma
- Economy
- UK: BRC director general Stephen Robertson exits
- UK: Government launches Portas Plus plans
- UK: Hammerson wins race for Croydon centre
- UK: Kantar: Asda gains market share as Tesco loses out
- UK: Land Securities to introduce wi-fi to all shopping centres
- UK: Inflation continues to fall
- UK: Minimum wage frozen for young, adult rate increase of 1.8%
- UK: Olympics will provide Sunday trading boost for retailers
- UK: Retail administrations up 15% in Q1 on 2011
- UK: ONS: Retail sales fall in February
- UK: Scottish retail sales fall in February
- UK: Shop price inflation up, driven by food
- UK: Supermarkets prime targets for minimum alcohol pricing
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