Author: Mintel Group Ltd.
Last saved by: HTTP server

UK Retail Briefing - April 2015

ANALYST COMMENT
 A NEW DEVELOPMENT FOR MAJESTIC
Majestic
Naked
What about the consumer?
Will it work?
RETAIL SALES – BACKGROUND AND OUTLOOK
Key points
Retail sales trends
Figure 1: Retail sales trends, 2014/15
Figure 2: UK retail sales y/y growth, BRC versus ONS, 2013-15
John Lewis
Figure 3: John Lewis: Year-on-Year Growth, 2014-15
Inflation and wages
Figure 4: The income squeeze: Wages growth versus inflation, 2009-15
Inflation
Figure 5: Annual percentage change in the consumer price index for selected product groups, 2014-15
Looking forward
SECTOR FOCUS – AUTOMOTIVE FUEL RETAILING
Summary
Market size – Deflation holding back growth
Figure 6: Retail sales (including VAT/ duties), 2010-15
Figure 7: Retail sales (including VAT/ duties), 2015-20
Volume growth positive for the first time in four years in 2014
Figure 8: Chained volume of automotive retail sales (reference year, 2011), Non-seasonally adjusted, 2005-14
Fuel prices hit a low
Figure 9: Monthly change in consumer price inflation in fuels and lubricants, 2014-15
Figure 10: Annual change in consumer price inflation in fuels and lubricants, 2004-14
Number of forecourts – Slight growth in numbers
Figure 11: Number of petrol forecourts, 2014-15
Figure 12: Number of forecourts operated by superstores, by retailer, 2014
Figure 13: Number of forecourts operated by superstores, by retailer, 2013 and 2014
Growth in superstore petrol stations driven by convenience shopping
Figure 14: Regular petrol station convenience store shoppers, by age, February 2015
HEADLINES FOR THE MONTH
Grocers
Other food specialists
Clothing retailing
Multi-sector retailing
Department stores
DIY retailing
Furniture and homeware retailing
Home shopping
Economy
NEWS ANALYSIS – FOOD AND DRINK RETAILING
 CONVENIENCE STORES
UK: Booker sales up 1% in Q4
UK: Scotmid and Seaton Valley announce merger
 GROCERS
UK: Aldi
…becomes Britain’s sixth largest supermarket
…plans more new stores than Tesco, Sainsbury’s and Morrisons combined
…preparing for e-commerce trial
…unveils £2.5m Easter campaign
UK: Asda
…and Decathlon announce partnership
…to open first high street stores
…unveils wedding collection
UK: Co-operative Food
…delivers ‘robust’ performance
…staff to receive an 8.5% pay rise
UK: Morrisons
…full year sales down 4.9%
…new chief cuts down senior management team
…to stop using Intelligent Queue Management technology
UK: Netto announces locations of two new stores
UK: Sainsbury’s
…creates 480 digital jobs
…looking to double its number of convenience stores
…sales dip 0.4%
UK: Tesco
…appoints Savills
…director Patrick Cescau leaves
…introduces In Farm We Trust concession
…takes sole ownership of 21 superstores
UK: Waitrose ties up with Johnson Cleaners
 OTHER FOOD SPECIALISTS
UK: Hotel Chocolat hails ‘best ever Easter’
UK: Majestic Wine acquires Naked Wines
UK: Naked Wines seeks investment to open first stores
UK: Oddbins opens first beer-only shop
NEWS ANALYSIS – NON-FOOD RETAILING
 CLOTHING AND FOOTWEAR RETAILING
UK: Bank
…former stores to be taken over
…intellectual property put up for sale
UK: Bonmarché has challenging fourth quarter
UK: Burberry café to open at flagship store
UK: Clarks
…introduces wi-fi and tablets
…opens refurbished Milton Keynes store
UK: FG4 launches in the UK
UK: French Connection sales fall 5.8% in 2014/15
UK: Jimmy Choo like-for-likes grow 5.7%
UK: Joules sales jump 21.3% thanks to international expansion
UK: Moss Bros like-for-like sales rise 5.5%
UK: Mulberry
…announces new chief executive
…full year sales edge up 1%
UK: Ness attracts million pound investment
UK: River Island opens new flagship store
UK: Schuh opens new digital store concept
UK: Signet like-for-like sales rise 7.5%
UK: SuperGroup reveals strategy update
UK: Ted Baker
…grows revenues by 20.4%
…makes a move into interior design
 MULTI-SECTOR RETAILING
UK: Argos to trial 3D printed jewellery
UK: M&S posts improved performance in GM
UK: Next sales rise 7.2%
UK: Poundland
…launches DIY range
…proposed purchase of 99p Store under scrutiny
 DEPARTMENT STORES
UK: Bhs
…sold to Retail Acquisitions
…makes head office redundancies
…new owner puts 52 stores under review
UK: John Lewis
…announces Philippines expansion
…posts sales growth of 7.6%
UK: TJ Hughes eyes Bhs and B&Q sites
 DIY RETAILING
UK: Kingfisher ‘considering all options’
UK: Kingfisher
…acquisition of Mr Bricolage held up
…sees sales and profits fall in 2014
UK: Topps Tiles
…sales increase 6.4% in first half of the year.
…to launch new hybrid boutique format
UK: Wickes’ owner Travis Perkins sets out expansion plans
 ELECTRICAL GOODS RETAILING
UK: BrightHouse unveils ambitious growth plans
UK: Dixons Carphone and Google team up on new shop-in-shop
 FURNITURE AND HOMEWARE RETAILING
UK: DFS sales rise 10.5%
UK: Dunelm sales rise 10.7%
UK: Habitat opens new concept store
UK: ScS sales up 14.5% in first results since flotation
 HOME SHOPPING
UK: Achica makes a loss of £7m
UK: Ao World chairman sells £10m stake
UK: Asos
…posts strong sales growth despite profit decline
…sales up 19%
UK: Boohoo sales rise 22%
UK: Doddle launches ‘click-on-campus’ service
UK: DPD to launch click-and-collect initiative
UK: Ebay and Argos tie up for ‘click and drop’
UK: Home Retail Group has weak end to the year
UK: Findel reports a 3.7% rise in sales
UK: Missguided
…launches physical concession in the US
…signs new fulfilment deal
UK: N Brown issues second profit warning
UK: New try-before-you-buy service for online shoppers to launch
UK: Net-a-Porter and Yoox to merge
UK: Ocado Group sales rise 19.2%
UK: Retailers given the go ahead for click-and-collect
UK: Shop Direct launches personalised home pages
 SPORTS AND LEISURE GOODS RETAILING
UK: Evans Cycles attracts interest from Cotswold Outdoor owner
 HEALTH AND BEAUTY RETAILING
UK: Well acquires Care4u
 AUTOMOTIVE RETAILING
UK: Halfords appoints new chief executive
 GAMING RETAILING
UK: Game Digital
…reports declining sales and profits
…launches online marketplace
 BOOKS AND CARDS RETAILING
UK: Card Factory sales up 8.1%
 SHOPPING LOCATIONS
UK: Hammerson almost doubles profits
UK: Meadowhall to undergo £50m refit
UK: Sheffield set for £480m regeneration
UK: Westfield introduces Future Fashion
 ECONOMY
UK: Deflation in the grocery market reaches new low
UK: Retail sales rise 2.9% in February
UK: Retail sales up 1.7% in February
UK: Shop prices fall 2.1% in March

This report is supplied in accordance with Mintel's terms and conditions.  
© Mintel Group Ltd.