Table of Contents
Analyst Comment
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- The perils of vertical integration
- It won’t happen – but …
- One the great retail success stories of the last few years
- But what happens if Apple loses that lead?
- So what should the Apple stores be doing?
Headlines for the Month
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- Convenience stores
- Grocers
- Other food specialists
- Clothing retailing
- Mixed goods retailing
- Department stores
- Music and video goods retailing
- Electrical retailing
- Furniture retailing
- Home shopping
- Health and beauty retailing
- Sports and leisure goods retailing
- Garden centres
- Economy
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
- BRC data for August
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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
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2011-12
- Looking forward
Sector Focus: DIY, Furniture, and Floorcoverings Specialists
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- Mintel’s Tracker survey
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- Figure 6: Mintel consumer tracker: Trends in activities done and consider to do, Jun-Aug 2012
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- Figure 7: Mintel consumer tracker: Agreement that extra money is spent on furniture/home improvements/décor, Nov 2009-Aug 2012
- Retail sales and consumer spending
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- Figure 8: Retail sales, 2007-12
- Figure 9: Furniture/floorcoverings/DIY specialists’ sales as % of all retail sales, 2007-12
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- Figure 10: Consumer spending, 2007-12
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- Figure 11: Floorcovering specialists: Share of consumer spending on floorcoverings, 2007-12
- Leading retailers
- Floorcoverings
- Furniture
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- Figure 12: Leading furniture specialists by revenues, 2010/11-2011/12
- DIY
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- Figure 13: Leading DIY specialists by revenues, 2010/11-2011/12
News Analysis
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- Convenience stores
- Costcutter
- …reports 4% rise in sales in H1
- …appoints former head of Clintons as new CEO
- Spar to roll out second phase of S Budget range
- Grocers
- Asda
- …announces small like-for-like sales rise
- …launches baby site
- …Asda and Sainsbury's see market growth
- Booths begins roll-out of new store format
- Iceland appoints new international business director
- Morrisons
- …launches new voucher scheme
- …sales figures expected to be down
- …reports 0.9% fall in like-for-likes
- …urges consistency in food labelling
- Tesco
- …acquires eBook platform provider
- …announces new food delivery offer
- …sale and leaseback deal
- …green light for new store and homes development
- …launches in-store Disc-on-Demand service
- …reveals improved food labelling
- …secures planning consent for Norfolk store
- Waitrose set for growth
- Co-op profits tumble 16%
- Other food specialists
- Julian Graves disappears from the high street
- Hotel Chocolat to open more stores
- Clothing retailing
- Jane Norman to close its London headquarters
- Ann Summers launches interactive lingerie app
- Aquascutum hunts for new London flagship
- Arcadia to change sourcing strategy
- Armani Exchange to open in Wales
- Barnardo’s introduces high fashion charity store
- Bestseller to open four new Jack & Jones stores in the UK
- Blue Inc set for international expansion
- Burberry opens new Regent Street store
- Eileen Fisher plans to increase presence in UK
- Fat Face reports 7% increase in sales and steadying profits
- Fred Perry receives damages from Arcadia
- H&M reports 2% rise in like-for-like sales
- Hackett to re-launch e-commerce platform
- J Crew in process of securing first UK store
- Jack Wills appoints former marketing boss of Vodafone for new role
- Jacques Vert to merge Irisa HQ with London head office
- Jaeger sales rise thanks to Better Capital
- New Look restarts hunt for chief executive
- Primark reports 17% boost in sales
- Rampant Sporting goes up for sale
- Reiss launches revamped website
- Republic attracts premium menswear brands in upmarket repositioning move
- River Island set to launch accessories range designed by bloggers
- Select to launch new label targeting mid-market
- SuperGroup co-founder exits
- The Original Factory Shop to add fashion and footwear to its online range
- Topman in search for new managing director
- Whistles buys back shares from Icelandic government
- White Stuff
- …pre-tax profits fall 81%
- …to launch new smart range
- Longchamp to open new store
- Footwear retailing
- Clarks to launch collection in Debenhams
- Kurt Geiger to close stores
- Mixed goods retailing
- Poundstretcher’s chief executive steps down after three months
- Poundworld takes store count to 200
- Wilkinson
- …reports 62.6% fall in pre-tax profit
- …reveals new store format
- …asks staff to take voluntary drop in hours
- Multi-sector retailing
- Matalan to invest in multichannel and ecommerce operations
- Westfield’s H1 net profit boosted to £534.4 million
- M&S
- …poaches senior House of Fraser executive
- …to sell wine and clothing with iPads
- …focuses on digital
- …introduces contactless payment in London stores
- Department stores
- Allders to close
- Debenhams
- …expands footwear range
- …reports boost in homeware and furniture sales
- John Lewis
- …and M&S to open at new development in York
- …announces further details for pop-up shop
- …given the go ahead for new Essex store
- …to open first flexible department store
- M&Co welcomed by House of Fraser
- Music and video goods retailing
- HMV
- …to become "portable entertainment" specialist through partnerships with digital firms
- …to launch web-based in-store service, myhmv
- …to open new format store with café and wi-fi
- Electrical retailing
- Carphone Warehouse
- …introduces mobile payments app
- …appoints new retail director
- Dixons
- …increases Pixmania stake
- …reports positive first quarter results
- Everything Everywhere strikes deal with Mastercard for mobile payments
- Jessops appoints new Chief Operating Officer
- Furniture retailing
- Bathstore to be transformed into omnichannel business
- Dwell focuses on multichannel offer with appointment of new director
- Jysk to expand in the UK
- Home shopping
- Amazon
- …2000+ jobs at new fulfilment centres
- …launches Amazon Local daily deals site
- …launches Appstore in Europe
- …to deliver parcels to corner shops and newsagents
- EBay reports 28.2% boost in sales volume
- Farfetch.com signs two new stores as part of strategic growth plans
- Ocado
- …announces plan to stimulate growth through price war
- …defends itself after analysts raise banking concerns
- Play.com
- …generates £2 million sales through Facebook
- …to encourage consumer interaction with social media loyalty scheme
- Social shopping expected to rise 44% by 2014
- Wiggle reports record week following British cycling success
- Health and beauty retailing
- Boots partners with Musgrave to launch new food offer
- Book and stationery retailing
- UK: Discount bookseller reports sales growth
- UK: WHSmith’s full-year results expected to be at top end of market expectations
- Sports and leisure goods retailing
- JD Sports to acquire OneTrueSaxon and dispose of Canterbury
- JJB
- …given two weeks to submit survival plan
- …shareholder Dick's writes off investment
- …up for sale
- …is eyed by Jon Moulton's Better Capital
- …second largest shareholder reduces stake in the business
- …founder eyes 40 stores
- …founder raises concerns over retailer’s future
- …Jon Moulton pulls out of the race to buy JJB
- …more than ten companies in the running for JJB
- Sports Direct sales reports strong sales
- Garden centres
- Next begins garden centre roll out
- Tesco’s Dobbies Garden Centres reports 22% sales boost
- Toys and games retailing
- The Entertainer reports 12.3% like-for-like sales boost
- Miscellaneous specialist retailing
- Mothercare
- …unveils new revamped store
- …welcomes Jools Oliver’s Little Bird range
- Economy
- BRC
- …urges business rates freeze for 2013
- …e-crime is largest emerging threat to retail
- …Q2 footfall figures show further decline
- …Sunday trading reform losing momentum
- …retail sales suffer during Olympics
- Government to invest £5.5 million in high street revival
- ONS
- …inflation rises to 2.6% in July
- …July retail sales up 0.5%
- …weak sales forecast despite encouraging June
- July sees highest online growth of 2012
- Small stores call for supermarket tax
- Store total falls for first time in over a decade
- Government called on to change current pricing laws
- Vacancy rates rise to 14.6%
- Use of Contactless Payment technology is gaining momentum
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