Table of Contents
Analyst Comment
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- The future of the high street
- A little perspective
- Short term – a poor year
- Online
- Structural changes
- Discounters
- Not all good news
- Free market economics in action
- Where next for high streets?
Retail Sales – Background and Outlook
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2015/16
- Figure 2: UK retail sales y/y growth, BRC vs ONS, July 2014- July 2016
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, 2015-16
- Inflation and wages
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- Figure 4: Real wages growth: Wages growth vs inflation, 2010-2016
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2015-16
- Looking forward
Sector Focus – Electricals Retailing
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- Consumer spending on electrical goods
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- Figure 6: Annual % change in consumer spending on all electrical products (inc. VAT), Q1 2014 – Q1 2016
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- Figure 7: Annual % change in consumer spending on core electrical goods categories (Incl. VAT), Q1 2014 – Q1 2016.
- Specialist sector sales
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- Figure 8: Annual % change in the value of retail sales in core electricals categories, non-seasonally adjusted, Jan 2014-Jan 2016
- Consumer price inflation
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- Figure 9: Annual % change in the price of electrical goods categories, July 2015- July 2016
- Black Friday: Why Buy?
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- Figure 10: Reasons for buying electrical items during Black Friday 2015, December 2015
Headlines for the Month
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- Grocers
- Other food and drink specialists
- Clothing retailers
- Department stores
- Multi-sector retailers
- Home shopping
- DIY retailing
- Sports and leisure goods retailing
- Shopping Locations
- Economy
News Analysis – Food and Drink
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- Convenience Stores
- UK: McColl's
- …like-for-like sales fall 2.2%
- …to purchase 298 stores from The Co-op
- UK: Spar takes on a handful of My Local stores
- UK: The Co-op faces investigation by CMA over My Local deal
- Grocers
- UK: Grocery sales remain stable following Brexit vote
- UK: Lidl to trial baby range
- UK: Morrisons
- …agrees new terms in Ocado warehouse deal
- …beats rivals with 200-day school uniform guarantee
- …launches new round of price cuts
- UK: Sainsbury's
- …ends multi-buy promotions ahead of schedule
- ..expands athleisure range
- …expands offering on Tmall
- …and Home Retail merger gains CMA approval
- …extends same day delivery following trial
- …thought to be planning new food-to-go range
- …trials new taste-test technology
- UK: Sicilian supermarket opens first shop in London
- UK: Tesco
- …launches free fruit initiative for kids
- …opens first Holland & Barrett shop-in-shop
- …to roll out 900 in-store food demonstration areas
- Other food and drink specialists
- UK: Conviviality Retail reports strong sales and profits
- UK: Greggs sales rise 6.0%
- UK: Holland & Barrett extends click-and-collect nationwide
- UK: Hotel Chocolat
- …reports 12% growth
- …to open cafe retail concept in Worcester
- UK: Majestic Wine
- …boss offers up bonus to staff
- …teams up with Deliveroo for on-demand wine service
News Analysis - Non-food
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- Clothing retailing
- UK: Arcadia may object to second Bhs administrator
- UK: Bhs store estate to close down next month
- UK: Bonmarché suffers 3.6% fall in sales
- UK: Burberry
- …announces new leadership roles
- …like-for-like sales decline 3%
- UK: H&M to anchor new shopping centre in Barnet
- UK: Hobbs returns to a full year profit
- UK: Lipsy sees sales and profits slide
- UK: Lululemon
- …to open Regent Street flagship
- …to open shop in Harrods
- UK: New Look sales fall 4.2% in Q1
- UK: Next full price sales return to growth in Q2
- UK: Mothercare UK like-for-likes up by 1.2%
- UK: River Island appoints new head of buying
- UK: Seasalt campaign celebrates similarities with Brittany
- UK: Store Twenty One announces store closures as CVA gains approval
- UK: Supergroup ends full year with revenues up 21.3%
- UK: The Idle Man secures £1.4m investment
- UK: Victoria Gate shopping centre confirms opening date
- UK: White Stuff delivers strong international growth
- Multi-Sector Retailing
- UK: B&M delivers continued strong growth
- UK: M&S boss warns of potential pay cuts
- UK: Sainsbury’s and Home Retail merger gains CMA approval
- UK: Poundland board recommends Steinhoff takeover
- UK: Steinhoff could face pressure to up Poundland offer
- Department Stores
- UK: Debenhams Ireland to come out of Examinership
- UK: Harrods' boss Michael Ward to remain in his role
- UK: House of Fraser launches its own premium label
- UK: John Lewis
- …expands into Australia through Myers deal
- …extends third-party click-and-collect network
- …targets £1bn Home own brand revenues
- UK: Lululemon to open shop in Harrods
- UK: Selfridges
- …completes third floor overhaul with new Designer Studio
- …launches social media friendly shopping app
- DIY retailing
- UK: Travis Perkins revenues grow despite Brexit “uncertainty”
- Electrical retailing
- UK: Currys PC World launches campaign to improve customer experience
- UK: Dixons Carphone launches super sale to compete with Prime Day
- Furniture retailing
- UK: ScS like-for-like sales rise 14.8%
- Homewares retailing
- UK: Cath Kidston
- …partners with Box Technologies
- …prepares for launch into India
- Home Shopping
- UK: Amazon
- …expands Dash ordering across London
- …pushes ahead with UK drone testing
- …trials FLEX delivery scheme in the UK
- UK: AO World growth driven by improved brand recognition
- UK: Asos retail sales soar 30%
- UK: Boohoo increases sales guidance as momentum continues
- UK: eBay targets home buyers with Advance Targeting advertising technology
- UK: Figleaves upgrades website to meet mobile demand
- UK: Gear4Music sales climb 66%
- UK: Ocado and Marie Claire open physical store
- UK: Online searches for British brands remain strong
- Health & Beauty retailing
- UK: LloydsPharmacy gains approval for Sainsbury's pharmacy takeover
- UK: Superdrug's budget skincare lines drive sales
- Book, stationery and games retailing
- UK: Game GTV falls 5.0%
- UK: Paperchase to launch concessions in Next shops
- UK: WH Smith
- …debuts in Spain
- …promises to pass on airport VAT savings to travellers
- Sports and Leisure Goods Retailing
- UK: Decathlon extends click & collect service
- UK: Evans Cycles profits slump 69.4%
- UK: JD Sports continues strong performance
- UK: Halfords group revenues rise 2.1%
- Jewellers
- Denmark: Pandora revenues grow 20%
- Pet goods retailing
- UK: Pets at Home first quarter revenue up 8.9%
- Shopping Locations
- UK: Boxpark to launch click & collect service
- UK: Oxford Street to be pedestrianised by 2020
- UK: SaveTheHighStreet.org launches to 'revive' the high street
- UK: Victoria Gate shopping centre confirms opening date
- Economy
- UK: Retail jobs fall as industry undergoes structural change
- UK: Retail sales fall 0.5% in June
- UK: Retail sales rise 1.1% in June
- UK: Retail sales rise 1.8% in July
- UK: Retail store planning applications slip 9%
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