Table of Contents
Analyst Comment
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- Time to recognise commercial realities
- Amazon in the spotlight
- What has really been happening in the book market?
- Retailing is consumer led
- Never underestimate the importance of convenience in retailing
- We’ve been here before
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2013-14
- BRC data for May
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2013-14
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2013-14
- Inflation and wages
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- Figure 4: The income squeeze: Wages growth vs inflation, 2008-14
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2013-14
- Looking forward
Sector Review – Automotive Fuel Retailing
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- Executive summary
- Deflation prompts further value declines
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- Figure 6: Retail sales (including VAT/duties), 2009-14
- Figure 7: Retail sales forecasts (including VAT/duties), 2014-19
- Volume declines ease
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- Figure 8: Inflation-adjusted annual growth in automotive fuel sales, 2009-14
- As deflation deepens
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- Figure 9: Consumer prices inflation in automotive fuel, 2009-14
- Number of forecourts declining
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- Figure 10: Number of petrol forecourts, 2013
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- Figure 11: Leading fuel companies’ forecourt numbers, 2012 and 2013
- Figure 12: Number of forecourts operated by superstores, by retailer, 2013
Headlines for the Month
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- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- Electrical retailing
- Music and video goods retailing
- Home shopping
- Miscellaneous specialist retailing
- Economy
News Analysis – Food and Drink
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- Bakers
- Greggs sales grow 3.1% in first half
- Convenience stores
- Nisa relaunches own-brand range
- Grocers
- Aldi to double UK store numbers
- Asda announces ‘radical’ restructuring process
- Iceland sales grow 2.7%
- Lidl to open 20 new UK stores in the next nine months
- Morrisons
- …close to selling Kiddicare
- …expands online grocery delivery service coverage
- …launches new café format
- …steps up grocery price war
- …stops accepting £2 coins
- Netto to return to the UK
- Ocado revenues rise 20.7% in the first half
- Sainsbury’s
- …chief executive Justin King steps down
- …like-for-like sales down 1.1% in Q1
- Tesco
- …debuts first current account
- …credit rating downgraded by Moody’s
- …teams up with SORTEDfood
- …to launch My Fit Lifestyle
- Waitrose to launch first in-station store
- Other food specialists
- Whole Foods sales rise but losses widen
- Off-licences
- Majestic Wine sales rise 1.4%
- Market share UK
- Tesco and Morrisons suffer market share loss
News Analysis – Non-food
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- Clothing retailing
- Blue Inc opts out of IPO
- Bonmarché sales jump 11.9%
- Burberry defends CEO bonus
- Fat Face sales grow 12%
- Jane Norman enters administration once again
- Lakeland Leather enters administration
- La Senza enters administration
- Michael Kors to open Regent Street flagship
- Mulberry like-for-like retail sales slide 3%
- Phase Eight
- …owner looks to sell
- …post record annual results
- Primark sales soar 22% in Q3
- SuperGroup sales grow 19.6%
- Ted Baker sales rise 17.9% in Q1
- Footwear retailing
- Shoe Zone sales tumble 16.1% in first half
- Mixed goods retailing
- 99p Stores launches new Plus format
- Argos
- …extends eBay click-and-collect partnership
- …facing strikes across its distribution centres
- …launches new homeware and furniture brand
- B&M Bargains valued at £2.7bn
- Home Retail report an ‘encouraging start to the year’
- Poundland sales rocket 18% in Q1
- Poundworld sales grow 18%
- Multi-sector retailing
- Marks & Spencer
- … to reshuffle its board
- …sales grow 2.3% in Q1
- Department stores
- Debenhams
- …like-for-like sales fall 1% in Q3
- …to hire former New Look finance director
- House of Fraser Q1 2014 like-for-like sales up 2%
- John Lewis brings Italian flavour to Oxford Street
- DIY retailing
- Homebase handing over another of its stores to The Range
- Topps Tiles
- …like-for-likes rise 6.3% in Q3
- …secures £50m for expansion
- Electrical retailing
- Brighthouse sales grow 12.2%
- Carphone Warehouse full-year total sales down
- Comet staff win multi-million pound settlement
- Dixons’ full-year sales and profit up
- Maplin
- …ramps up online offering
- …sold for £85m
- Music and video goods retailing
- HMV
- …like-for-like sales grow 9.2%
- …like-for-like sales rise 9.2% in Q2
- Rough Trade to open first new UK store in seven years
- Carpet retailing
- Carpetright sales fall 2.2%
- Furniture retailing
- DFS sales jump 5.9% in Q3
- Dunelm sales jump 7.8%
- The Range to open its 89th store
- Home shopping
- Amazon
- …to introduce lockers on London Underground
- …signs up to Doddle
- ASOS suffers warehouse fire
- Boohoo.com sales soar 63%
- M&M Direct sold for £140m
- MySale suffers technical hitch on AIM debut
- N Brown sales rise 2.6% in Q1
- Net-A-Porter to unveil 'Net-A-Sporter'
- QVC launches new channel
- Shop Direct hires first fashion director
- Health and beauty retailing
- Superdrug sales drop 1%
- The Fragrance Shop sales rise 11.2%
- Book and stationery retailing
- The Works like-for-like sales grow 7%
- WH Smith like-for-like sales fall 2% in Q3
- Sports and leisure goods retailing
- JD Sports
- …‘pleased’ with first quarter
- …to launch Open in September
- Sports Direct
- …acquires 4.8% stake in MySale
- …quashes speculation that it is looking to acquire Office
- …shareholders green light new share scheme
- Miscellaneous specialist retailing
- Bathstore sold in a management buyout
- Doddle, a new click and collect business, announced
- Halfords sales accelerate 7.9% in Q1
- Hobbycraft's new small store format
- Ladbrokes unveils new store concept
- Mamas & Papas
- …in talks with Liberty owners
- …acquired by BlueGem
- Mothercare
- …appoints new chief executive
- …puts 500 jobs at risk
- …rejects takeover bids
- Pets at Home like-for-like sales rise 2.4%
- Economy
- Footfall declines 0.2% in May
- Retail sales grow 3.9% in May
- Retail sales rise 2% in May
- Shop prices hit record low
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