Table of Contents
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 4: Retail sales trends, 2014/15
- Figure 5: UK retail sales y/y growth, BRC vs ONS, 2013-15
- John Lewis
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- Figure 6: John Lewis: Year-on-Year Growth, 2014-15
- Inflation and wages
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- Figure 7: The income squeeze: Wages growth vs inflation, 2009-15
- Inflation
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- Figure 8: Annual percentage change in the consumer price index for selected product groups, 2014-15
- Looking forward
Sector Focus – Food Retailing
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- The big four underperform:
- Deflationary food prices – driven by competition
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- Figure 9: Consumer prices: Annual % change in the food and non-alcoholic beverages, April 2013- April 2015
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- Figure 10: Retail sales: Annual % change in value and volume sales in food stores, March 2013-March 2015
- Superstores in decline
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- Figure 11: Estimated share of all grocery retail sales by sector, 2009-15
- The impact of Aldi and Lidl
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- Figure 12: Leading grocery retailers, annual % change in sales (ex-vat), 2010-14
- Figure 13: Market shares: The Big Four and The Discounters, 2009-14
- So how have the grocers been fighting back?
Headlines for the Month
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- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- DIY retailing
- Electrical retailing
- Furniture and homeware retailing
- Sports and leisure goods retailing
- Home shopping
- Economy
News Analysis – Food & Drink
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- Co-ops (retail)
- UK: Co-operative Food
- …members press for election overhaul
- …says it cannot enhance commitment to Fairtrade
- Convenience stores
- UK: One Stop opens two in-store Subway concessions
- Grocers
- UK: Morrisons
- …former boss receives £1m bonus
- …Q1 sales down 1.1%
- …to cut head office staff by a third
- UK: Sainsbury’s
- …converting space to non-food
- …gains Next’s former CFO
- …reports first loss in ten years
- …to cut 800 in-store jobs
- UK: Supermarkets could face pricing probe
- UK: Tesco
- …appoints Master of Wine
- …appoints new group brand director
- …expected to reveal new investment into pension scheme
- …rejects a bid for its South Korean assets
- …reports £6.4bn loss
- …takes over full ownership of the Euphorium bakery chain
- Other food specialists
- UK: Community Store announces plans to expand in the UK
- UK: Greggs sales grow 5.0% in Q1
- UK: Holland & Barret
- …to open its first US stores
- …opens first Free From store
- UK: Majestic Wine acquires Naked Wines
- UK: Thorntons reports ‘mixed’ performance for Q3
News Analysis – Non-food
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- Clothing and footwear retailing
- UK: Bonmarché has challenging fourth quarter
- UK: Burberry revenues rise 9% in the second half of the year.
- UK: Charles Tyrwhitt sales jump 20%
- UK: Cuplé opens its first London store
- UK: French Connection warns on sales and financial performance
- UK: LK Bennett sales rise 4.4%
- UK: Monsoon Accessorize suffers sales and profit decline
- UK: N Brown sales flat on the year
- UK: New Look
- …in takeover talks
- …eyed by investors
- UK: Next
- …chief executive pledges to raise shopfloor wages
- …sales up 4.1% in Q1
- UK: Shoe Zone fails to meet market expectations
- UK: Shoon
- …bought out
- …enters Company Voluntary Arrangement
- UK: SuperGroup posts 16.7% retail growth
- Multi-sector retailing
- UK: Laura Ashely sales and profits rise in 2014
- UK: Mothercare beginning to benefit from turnaround plan
- UK: Poundland
- …sales reach £1bn
- …proposed purchase of 99p Store under scrutiny
- …purchase of 99p stores faces full investigation
- …brings forward review of 99p Stores deal
- UK: Poundworld unveils new ecommerce website
- UK: Tiger to open new store in Milton Keynes
- UK: Woolworths staff lose compensation battle
- Department stores
- UK: BHS to expand its food offering
- UK: Debenhams
- …like-for-like sales rise 1.3%
- …losses widen in Ireland
- UK: Harrods taken over by Samsung
- UK: House of Fraser
- …achieves ‘record sales
- …appoints Colin Elliot as new Financial Director
- UK: Liberty owner shows interest in Ben Sherman
- UK: John Lewis launches recruitment drive for 850 new roles
- DIY retailing
- UK: Travis Perkins consumer division reports sales growth of 8.7%
- Electrical retailing
- UK: Apple revenues grow 27.2% in Q2
- UK: BrightHouse
- …reveals new business practises
- …unveils ambitious growth plans
- UK: Carphone Warehouse to launch new mobile network iD next week
- UK: Maplin reports strongest sales growth in seven years
- UK: Phones4U creditors to receive 0.4p per pound owed
- Furniture and homeware retailing
- UK: Carpetright sales grow 5.4% in Q4
- UK: Dunelm Chairman to stand down
- UK: Ikea UK sees profits fall
- UK: ScS reports mixed Q3 results
- Home shopping
- UK: Boden announces shoppable digital catalogue
- UK: Boohoo sales soar 27% in 2014
- UK: Farfetch to use investment to drive growth
- UK: Home Retail Group full-year sales edge up 1%
- UK: Hut Group announces 39% rise in sales
- UK: Made.com in funding talks
- UK: Mr Porter develops sportswear offering
- UK: Net-a-Porter announces new shoppable social network
- UK: Ocado
- …launches Apple Watch grocery app
- …patents robots for picking and packing
- Book and stationery retailing
- UK: WH Smith high street sales suffer again
- Toy retailing
- UK: Hornby expects to post first profit in three years
- Sports and leisure goods retailing
- UK: Evans Cycles
- …close to purchase
- …acquired by ECI
- UK: JD Sports revenues climb 25%
- Pet goods retailing
- UK: Pets at Home sales grow 9.6% in 2014
- Economy
- UK: Like-for-like retail sales rise 3.2% in March
- UK: Retail sales rise 4.1% in March
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