Table of Contents
Analyst Comment
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- Valentine’s Day spending set to rise in 2018
- What we've seen
- Growth in spending set to continue
- Valentine’s Day spending in 2017
- Opportunities in the market for 2018
- What it means
Retail Sales
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2016/17
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, Dec 2015-Dec 2017
- John Lewis
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- Figure 3: John Lewis department stores: year-on-year growth, Dec 2016-Feb 2018
- Rising inflation
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- Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Inflation and wages
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- Figure 5: Real wages growth: wages growth vs inflation, Jan 2014-Jan 2018
- Looking forward
Sector Focus – Food Retailing
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- Food rose in value in 2017
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- Figure 6: Annual non-seasonally adjusted percentage change in the value sales of food retailers at current prices, Jan 2017-Jan 2018
- A gradual decline in food volume
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- Figure 7: Annual non-seasonally adjusted percentage change in the chained volume of goods sold in food stores, Jan 2017-Jan 2018
- Inflation on the increase
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- Figure 8: Annual percentage change in the price of food and non-alcoholic beverages, Jan 2017-Jan 2018
- Online food growth slows over the year
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- Figure 9: Internet food sales: Value non-seasonally adjusted percentage change YoY, Jan 2017-Jan 2018
- Online food as a % of all retailing
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- Figure 10: Internet food sales: Value non-seasonally adjusted internet sales as a proportion of all retailing Jan 2016 – Jan 2018
- Festive Christmas sales for discounters
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- Figure 11: Food Retailers, Christmas Performance, 2017
- Looking ahead
Launch Activity and Innovation
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- Co-op partners with Deliveroo in online grocery trial
- Joules, H&M and BoohooMAN launch activewear ranges
- Sophie Hulmes offers instore handbag personalisation
- Tesco unveils line of vegan meals called ‘Wicked Kitchen’
- Ocado launches in Canada through partnership with Sobeys
- Amazon Go opens to the public
- Next to use excess store space as car showroom
Headlines for the Month
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- Food and drink
- Clothing and footwear
- Multi-sector retailing
- Home and household goods
- Online
- Other retail
- Economy
News Analysis – Food and Drink
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- Asda
- …Christmas sales increase revealed in leaked memo
- …introduces heart-shaped crumpets for Valentine’s Day
- Booker Group
- …sales rise 5.9% in Q3
- …stakeholder attacks merger with Tesco
- UK: Conviviality revenue up nearly 10% in H1 2018
- UK: Co-op
- …cuts prices on 600 everyday products
- …signs advertising placement deal with Coronation Street
- …to make own-brand tea bags plastic-free in sustainability fight
- Hotel Chocolat reports Christmas sales surge
- Iceland to abolish plastic packaging by 2023
- Lidl
- …launches wine assistant chatbot
- …narrowly beats out Aldi in Christmas sales jump
- Morrisons
- …the last of ‘Big Four’ to scrap single-use plastic bags
- …to cut 1,500 store management jobs
- Ocado
- …sales up but profit flatlines thanks to investment
- Sainsbury’s
- …buys Nectar
- …says it ‘outperformed the market’ over Christmas
- …stops petrol station trial with EuroGarages
- …thousands of Sainsbury’s jobs at risk amid cost-cutting drive
- Tesco
- …sales up 2.3% over Christmas period
- …could face costs up to £4 billion in equal pay claim
- …cuts 1,700 shopfloor jobs
- …delays Clubcard changes after public outcry
- …to appoint Booker CEO Charles Wilson to head up merged business
- …to give away surplus food to staff
- Waitrose
- …and John Lewis experience promising Christmas and Black Friday
- …launches instore evening yoga classes
- …to ban black plastic packaging by 2019
- …to end ‘pick your own’ offers
News Analysis – Clothing and Footwear
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- Ann Summers profits soar 180%
- Arcadia demands discount from suppliers
- Asos sales grow 30% thanks to delivery innovations
- Blaiz moves from online to offline with first physical store
- Bonmarché sales down as store performance declines
- boohoo revenues up over 100% in UK and Europe
- Burberry UK retail sales fall in Q3
- East enters administration for second time in three years
- Joules edges closer to £100 million in sales in H1
- Matalan Christmas revenue up 7.3%
- Moss Bros issues profit warning as Christmas sales plummet
- N Brown revenue up 3.2% in Q3 as US sales soar
- New Look
- …bondholders appoint Rothschild to protect financial interests
- …managing directors leave the business
- …reportedly considering CVA
- …sales fall in Q3
- Pep&Co to roll out 150 more stores
- Primark reports positive Christmas sales
- Quiz revenues jump by nearly a third over Christmas
- River Island opens first childrenswear shop
- Seasalt Christmas sales up 52%
- Shoe Zone sales fall in 2017
- Superdry revenues grow nearly 14% in Christmas
- Ted Baker festive sales soar 9%
- Zara opens first click-and-collect store
News Analysis – Multi-sector Retailing
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- B&M sales rise 22.7% in Q3
- Marks & Spencer
- …appoints interim womenswear and lingerie directors
- …partners with data science company amid turnaround strategy
- …to close 14 stores
- …group sales fall in run up to Christmas
- …to cut 1,500 store management jobs
- Department stores
- John Lewis
- …launches personal loans
- …rolls out more concierge desks
- …to expand personal stylist service for men
- Debenhams to cut 320 store management jobs
- Fortnum and Mason sales rise thanks to British shoppers
- House of Fraser
- …has credit insurance cut
- …sales fall 2.9% over the festive period
- Selfridges Christmas figures up 10%
News Analysis – Home and Household Goods
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- Carpets and floorcoverings
- Carpetright suffers as post-Christmas sales fail to deliver
- ScS sales rise in H1
- DIY
- B&Q to cut 200 jobs
- Bunnings UK merchandise boss leaves for Australia
- Homebase to close up to 40 stores as Wesfarmers deliberates UK exit
- Electrical retailing
- AO World revenue grows 11.4% in Q3
- Dixons Carphone sales up 4% over Christmas as Alex Baldock becomes new CEO
- Game Christmas sales up 5.2%
- Maplin
- …launches ‘order now, pay later’ platform
- …looks for investment and rent reductions as Christmas sales fall
- Furniture retailing
- Sofology acquisition boosts DFS sales
- Warren Evans falls into administration
- Homewares
- Founder of The Range looks for £2 billion in listing
- Dunelm sales up 13.6% over Q2
News Analysis – Online
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- BHS.com sales up 43%
- Very takes the crown as Shop Direct celebrates record-breaking Christmas
News Analysis – Other Retail
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- Beauty
- The Fragrance Shop festive sales up 5.6%
- Superdrug Christmas sales boosted by online growth
- Book and stationery retailing
- Card Factory revenues up 5.9%
- Waterstones in takeover talks with Elliot Advisors
- WH Smith sales fall thanks to poor high street performance
- The Works experiences best Christmas yet
- Petfood and petcare
- Pets at Home services boom helps sales grow 7.2%
- Sports and leisure goods retailing
- Bradley Wiggins teams up with Le Col to launch cycling apparel
- Halfords sales rise thanks to performance of bikes
- JD Sports up profit forecast after positive Christmas trading
- Toys and games retailing
- Toys R Us seeks offer for UK business
- Travel
- Network Rail station Christmas sales grow 9%
News Analysis – Economy
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- Footfall saw sharpest decline for four years in December
- January retail sales edge up
- Retail sales rise in December
- Shop prices continue to deflate
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