Table of Contents
Analyst Comment – Where next for DIY?
-
- Specialists struggling
- But not all are doing badly
- Non-food discounters
- But what about the high street?
- And the economy is not helping
- Where next?
UK Retail Sales
-
- Key points
- Retail sales
-
- Figure 1: Retail sales trends, 2017/18
-
- Figure 2: UK retail sales y/y growth, BRC vs ONS, July 2016- November 2018
- John Lewis
-
- Figure 3: John Lewis Department Stores: Year-on-Year Growth, Aug 2017-Nov 2018
- Inflation
-
- Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Inflation and wages
-
- Figure 5: Real wages growth: Wages growth vs inflation, Jan 2015-Oct 2018
- Confidence
-
- Figure 6: Mintel Financial confidence tracker, January 2016-November 2018
- Looking forward
Sector Focus – Food Retailing
-
- Summer boosted sales
-
- Figure 7: Annual non-seasonally adjusted percentage change in the value sales of food retailers at current prices, Nov 2017 – OCT 2018
- Food inflation slows down
-
- Figure 8: Annual percentage change in the price of food and non-alcoholic beverages, Nov 2017 – Oct 2018
- Volume growth change
-
- Figure 9: Annual non-seasonally adjusted percentage change in the chained volume of goods sold in food stores, Nov 2017 – Oct 2018
- Online growth is slowing
-
- Figure 10: Internet food sales: value non-seasonally adjusted percentage change YoY, Nov 2017 – Oct 2018
- Online food as a % of all food retailing
-
- Figure 11: Internet food sales: value non-seasonally adjusted internet sales as a proportion of all food retailing Nov 2017 – Oct 2018
- The war on plastic
-
- Figure 12: Attitudes towards plastics and packaging at grocery retailers, August 2018
- Tesco opens discount chain Jack’s
- Prospects for Christmas
Launch Activity and Innovations
-
- UK: Sainsbury’s trials edible insects at c-stores
- UK: Waitrose to roll out its supper club concept to a further 42 shops
- UK: Burberry teaming up with Vivienne Westwood on first collaboration
- UK: Homebase enters concession deal with Tapi Carpets
- UK: The Fragrance Shop launches three new pop-up shops called Sniff Bars
Headlines for the Month
-
- Convenience stores
- Grocers
- Clothing retailing
- Department stores
- DIY retailing
- Furniture retailing
- Home shopping
- Book and stationery retailing
News Analysis – Food and Drink
-
- Convenience stores
- UK: McColl like-for-like sales flat in its fourth quarter
- Grocers
- UK: Aldi opens eight new stores in a single day
- UK: Asda
- …introduces ‘inclusive hour’ trial
- …sales rise for 6th straight quarter
- UK: Morrisons and Tesco share concerns over Sainsbury’s-Asda merger
- UK: Sainsbury’s
- …introduces food bank labelling scheme for customers
- …introducing wellness hubs in selected stores
- …opens new-look supermarket
- UK: Tesco
- …and WWF to collaborate on long-running sustainable food effort
- …partners up with Volkswagen to roll out electric charging bays
- UK: The Food Warehouse incorporates first Wine Warehouse department in-store
- Off-licences
- UK: Majestic Wine reports £200,000 loss in interim results
- Other food specialists
- UK: Holland and Barrett hire former Homebase and Argos boss as new chairman
- UK: Hotel Chocolat enters Japan
News Analysis – Clothing and Footwear
-
- UK: All Saints profits affected by increased store operating costs
- UK: Anine Bing opening first UK store in London
- UK: Arcadia
- …introduces Klarna’s ‘Slice it in 3’ across all brands
- …Beyoncé buys out Ivy Park to cut ties with Sir Philip Green
- UK: Black Friday hits the UK
- UK: Blue Inc’s future uncertain as it searches for new buyers
- UK: Bonmarché sales affected by weaker footfall
- UK: Challenging trading at Primark in November
- UK: Gap launches limited edition collection with GQ
- UK: Givenchy opens first standalone UK store
- UK: H&M
- …introduces a concept café to its Westfield White city store
- …opening new concept store in Hammersmith
- …ARKET opens at Birmingham’s Bullring
- …scraps Cheap Monday brand
- UK: High street fashion retailers defend practices in parliament
- UK: Matalan opens a user experience lab at its head office
- UK: Mulberry creates travelling interactive retailer experience for the festive season
- UK: Next signs concession deal with Mamas & Papas
- UK: North Face names new EMEA boss
- UK: Paul Smith teams up with Manchester United for accessories collection
- UK: Peacocks ditches plastic bags
- UK: Quiz clothing reports increase in first half group revenue
- UK: Reserved launches new collection in partnership with British Vogue
- UK: Stance opens first store outside the US
- UK: Ted Baker
- …Q3 sales flat
- …boss takes leave of absence
- UK: TK Maxx opening first-ever Oxford Street store
- UK: Joules sees strong revenue growth in first half results
- UK: US Polo Assn to launch in Outfit and House of Fraser for UK debut
- UK: Urban Outfitters returns to profit
- UK: Victoria’s Secret CEO Jan Singer steps down
- UK: Vivienne Westwood and Stella McCartney withstand tough trading
- Footwear retailing
- UK: Clarks’ heads of sales exit the retailer
News Analysis – Mixed Goods
-
- UK: B&M sales boosted 16%
- UK: Poundland names new trading & finance directors
- Multi-sector retailing
- UK: Mothercare group revenue falls 13.1%
- Department stores
- UK: Beales acquires Palmers
- UK: Debenhams appoints former Costa Coffee exec as new property director
- UK: Fortnum & Mason
- …opens new City store at the Royal Exchange
- …reports 6th consecutive year of double-digit growth
- UK: House of Fraser
- …landmark Manchester store saved from closure
- …Swindon store saved
- …to close down all 4 Intu stores
- UK: John Lewis launching click-and-collect service in Booths
News Analysis – Household Goods
-
- DIY retailing
- UK: B&Q to sell stores for £125 million to fund transformation strategy
- UK: Kingfisher to exit Russian, Spanish and Portuguese markets
- UK: Topps Tiles profits dip
- UK: Travis Perkins reviewing options for Wickes DIY chain
- Furniture retailing
- UK: Habitat opens Brighton flagship store
- UK: ScS achieves growth in core business
News Analysis – Online
-
- UK: AO World
- …narrows losses
- …takeover of Mobile Phones Direct given green light
- UK: Boohoo found to have misled customers
- UK: Marie Claire branches out to ecommerce
- UK: Ocado considering expansion across Europe, Asia & Australia
- UK: Sosandar profits rise over 400% in interim results
News Analysis – Other Retail
-
- Health & Beauty Retailing
- UK: Crabtree & Evelyn opens first concept store in London
- Book and stationery retailing
- UK: Card Factory posts resilient results
- UK: WH Smith enters South American market
- Garden centres
- UK: Dobbies reports slump in profits and sales
- UK: Wyevale offloads a further five stores
- Shopping centres
- UK: Intu buyout deal falls through
- UK: Half of Evans Cycles stores to be closed despite profitability
- UK: Pets at Home profits drop due to costs from vet restructuring
News Analysis – Economy
-
- UK: October retail sales up by 3.2%
- UK: Retail sales fell by 0.5% in November
Back to top