Table of Contents
Analyst Comment
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- C-stores
- High footfall vs low footfall
- Neighbourhood stores
- One Stop
- Time to build
- An integrated future
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2012-13
- BRC data for June
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2011-13
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2012-13
- 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, 2012-13
- Looking forward
Sector Focus – Clothing and Footwear
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- What we think
- Consumer Tracker: Clothing demand holds up
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- Figure 6: The consumer: Trends in activities done and consider to do – shopping for clothing and footwear, June 2012-June 2013
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- Figure 7: The consumer: Trends in what extra money is spent on, Jun 12-Jun 13
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- Figure 8: Trends in what extra money is spent on, three-month averages, 2011-13
- Spending and retail sales
- Specialists sales
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- Figure 9: Retail sales: Year-on-year growth, January 2012-May 2013
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- Figure 10: Retail sales (incl. VAT), 2008-12
- Consumer spending
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- Figure 11: Consumer spending: Year-on-year growth in selected categories, Q2 2012-Q1 2013
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- Figure 12: Consumer spending (incl. VAT), 2008-12
- Inflation
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- Figure 13: Consumer prices inflation: annual % change, June 2012-May 2013
- The specialist retailers
- Clothing
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- Figure 14: Leading clothing specialists’ revenues, 2011-12
- Footwear
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- Figure 15: Leading footwear specialists’ revenues, 2011-12
Headlines for the Month
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- Convenience stores
- Grocers
- Off-licences
- Other food specialists
- Clothing retailing
- Footwear retailing
- Multi-sector retailing
- Department stores
- DIY retailing
- Electrical retailing
- Carpet retailing
- Furniture retailing
- Homewares retailing
- Home shopping
- Health and beauty retailing
- Book and stationery retailing
- Sports and leisure goods retailing
- Economy
News Analysis
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- Co-ops
- Co-op Bank
- …to plug £1.5 billion capital hole
- …launches new 'Tweet for a table' campaign
- Convenience stores
- Nisa to supply half of Martin McColl c-stores
- Sainsbury's opens £30m distribution centre to support convenience store expansion
- Tesco’s One Stop buys 33 Alfred Jones stores
- Waitrose opens in Victoria
- Grocers
- Aldi continues to grow market share
- Asda
- …announces further expansion of multichannel offering
- …Asda Income tracker: Families worse off in May 2013
- …takes on Aldi in price war
- …trials 360 degree laser checkout
- Morrisons
- …renames Wimbledon store ‘Murriwins’
- …chief architect for online grocery to stand back
- Sainsbury’s
- …grows market share
- …reports 0.8% sales growth in Q1
- …to relaunch Tu clothing brand
- …unveils Mobile by Sainsbury’s
- Tesco
- …creates new group digital officer role
- …hires agriculture director from NFU after horsemeat scandal
- …sublets space to gym operator
- …to open £5 million Eco Metro Store in London
- Lidl store partners with Subway
- Whole Foods to focus on small store strategy
- Off-licences
- Majestic Wine posts rise in profits despite sales dip
- Other food specialists
- Holland & Barrett posts 30% rise in profits
- Pret a Manger owner eyes stake in Hotel Chocolat
- SSP appoints Kate Swann as new boss
- Thorntons
- …expects improved full-year profit
- …to trial in store kiosks
- Clothing retailing
- Ark to enter administration
- Bestseller reviews UK retail business
- Bonmarché reports profit one year after pre-pack administration
- Bosideng appoints new London-based head of design
- Burberry like-for-likes rise 13%
- Coast managing director to step down from role
- Coast, Oasis and Warehouse include iPad technology in stores
- Gumball 3000 seeks London Flagship store
- Hobbs
- …to launch first accessories-only concession
- …profits up 1.3%
- Hunter appoints former Burberry designer
- Internacionale files intention to appoint administrators
- Jaeger appoints new CEO
- Jane Norman to reposition itself
- Jigsaw poaches John Lewis’ Peter Ruis
- Matalan full-year profits up 10%
- Miss Selfridge to launch in US
- Moss Bros announces new commercial and operations director
- Mulberry
- …creative director exits
- …posts 2012 full-year results
- New Look announces changes to senior management
- Nicole Farhi goes into administration
- Phase Eight
- …posts year end results
- …to open at Whiteley
- …unveils expansion plans
- Radley restructures senior management team
- River Island opens its largest store in Marble Arch
- SuperGroup
- …appoints new international director
- …to move into the denim market
- Ted Baker
- …founder sells £20.4m worth of shares
- …reports 33% sales increase
- TM Lewin
- …could be sold
- …hires KPMG to oversee sale
- Footwear retailing
- Christian Louboutin opens men's boutique in Selfridges
- Schuh posts rise in pre-tax profits for 2012
- Shoon bid for Jane Shilton falls through
- Shopping centres
- Westfield launches My Westfield app
- Jubilee Place in Canary Wharf expands with nine new retailers
- Mixed goods retailing
- Poundland
- …to open 11 shops in 11 days
- …announces funding deal with Barclays
- The Original Factory Shop
- …hires Tony Page as chief executive
- …sees EBITDA rise by 30%
- Multi-sector retailing
- Argos
- …appoints EMI executive as new digital director
- …appoints Tesco.com executive to head customer fulfilment
- …reports 2% like-for-like increase in Q1
- Laura Ashley
- …reports 0.6% slip in like-for-likes
- M&S
- …sees decline in clothing sales slow
- …post first quarter results
- …reveals plans for new distribution centre
- …to create 1,400 work placements for young people
- Department stores
- Beales reports operating loss due to exceptional costs
- Debenhams posts Q3 results
- Fenwick announces new appointments to senior management team
- Fortnum & Mason opens pop-up shop in Hyde Park
- House of Fraser posts Q1 results
- John Lewis
- …to open at Heathrow’s Terminal 2
- …to double the number of Kuoni concessions
- DIY retailing
- B&Q trials tool upcycling scheme in Bristol
- Screwfix to expand store portfolio in 2013
- Topps Tiles sees like-for-likes decline in Q3
- Electrical retailing
- Currys and PC World sell software downloads
- Carphone Warehouse Group's
- …like-for-like sales up 4.6%
- …announces collaboration with Kate Moss
- …to sell flagship store to G-Star Raw
- Darty's revenues decline
- Dixons
- …partners with Visa for digital wallet scheme
- …posts full year results
- Music and video goods retailing
- HMV
- …headquarters to relocate to Blackfriars
- …loses market share to supermarkets
- …to return to original Oxford Street store
- Carpet retailing
- Carpetright reports rise in pre-tax profits
- Furniture retailing
- Barker & Stonehouse launch in London
- Bathstore to launch smaller store format
- CSL launches Lowest Price Guarantee
- Conran Shop managing director exits the business
- DFS
- …reports profits up 8.5%
- …trials new compact store format
- Dwell
- …bought out of administration
- …set to fall into administration
- …to call in administrators
- OKA profits and sales up
- Homewares retailing
- Cath Kidston to launch new services
- Dunelm like-for-likes up 1.7% for the year
- Home shopping
- Achica appoints chief operating officer
- Asos
- …posts third quarter results
- …to extend Primark range to 140 pieces
- …to introduce 15-minute delivery windows
- Boohoo considers sale of minority stake
- Direct Wines hires new commercial director
- eBay to launch full-priced fashion site
- Iceland to launch online offering
- N Brown’s like-for-like sales up 7.8%
- Ocado reports pre-tax loss in H1 2013
- Park Group raises £4.4m to fund next-phase growth
- The Hut Group reports profit for 2012
- Waitrose relationship with Ocado set to change
- Wiggle profits and sales up
- Health and beauty retailing
- Superdrug posts £1.4m operating loss
- The Fragrance Shop posts record year-end results
- Book and stationery retailing
- Card Factory put up for sale
- WH Smith
- …pilots franchise model
- …sales decline in its third quarter
- …to launch in Russia’s railway stations
- Sports and leisure goods retailing
- JD Sports
- …appoints former Reiss director as Bank managing director
- …buys Ark out of administration
- …posts 7% rise in like-for-likes
- Nike to open more UK stores
- Sports Direct
- …buys HMV Oxford street store
- …closes 20 Republic stores
- …in talks with Tesco over space sharing
- …looks to acquire Farhi
- Jewellers
- Signet UK chief executive exits
- Toys and games retailing
- Disney store reports growth in sales
- Game opens Xbox store
- ModelZone
- …poised to enter administration
- …cuts 20 head office jobs
- Miscellaneous specialist retailing
- Halfords
- …post Q1 results
- …runs bike trade-in event for communities in Africa
- Kiddicare overhauls in-store experience
- Mothercare former boss pockets £5m in shares and pay
- Economy
- BRC:
- …footfall down 0.7% in May
- …like-for-like sales increase in June 2013
- CBI: Retail sales expected to pick up in July following flat year
- ONS: retail sales up in May 2013
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