Table of Contents
Analyst Comment
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- Marks & Spencer
- Appearances and reality
- The real problem
Retail Review
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- Food and drink
- Tesco
- Strong first quarter
- Targeted by environmental group
- Launches Gi range
- Conversion programme on track
- ASDA
- Cuts spark fuel price war
- New stores to participate in home shopping
- Launches non-food own-label range
- Enters health insurance market
- Sainsbury’s
- Full-year profits decline…
- …leading to management changes
- Modernisation programme
- Focusing on the UK market
- Acquisitions boost store numbers
- Home shopping business breaks even
- To trial new delivery system
- Adams to design Tu range
- Opens second ‘Sainsbury’s at Bells’ store
- Morrisons
- Safeway sales decline…
- …but Morrisons stores perform well
- More conversions planned
- Launches advertising campaign
- The Big Food Group
- Strong full year results
- Iceland like-for-like sales up…
- …boosted by store refits
- Wholesale operations perform well
- Current trading
- Withdraws bid for Londis
- Launches ‘Iceland Live’
- Waitrose
- Acquisition cleared
- Somerfield
- Conversion programme boosted by acquisition
- Londis
- Members back Musgrave bid
- Receives rival bid
- Majestic
- Like-for-like sales up
- French operation registers growth
- Launches ‘fine wine centre’
- Current trading
- Unwins
- Launches new format
- United Co-operatives
- First refits completed
- Channel Islands Co-op
- To open new Grand Marché stores
- Mixed goods
- Marks & Spencer
- Chairman departs…
- …followed by appointment of Bostock as womenswear head
- Reports less-than-impressive full-year results
- Clothing sales remain weak…
- …as the Home offer disappoints…
- …while Food stores perform well
- M&S looking to revive sales
- Philip Green’s plans revealed
- Rose is appointed Chief Executive…
- …and Luc Vendevelde leaves the group
- M&S rejects Green’s indicative bid
- Green returns with new offer
- Radice leaves…
- …and management shake-up continues
- Woolworths
- Sees sales rise
- Like-for-like sales boosted by refits
- Wilkinson
- Sales up
- Brown & Jackson
- Issues trading statement
- Department stores
- House of Fraser
- Trading update
- To open new store
- Harrods
- To run new promotional event
- Fortnum & Mason
- Looking at international markets
- John Lewis Partnership
- Extended trading hours at Peter Jones
- JR Taylor
- Changes hands
- Multi-sector
- GUS
- Reports profits surge
- Argos registers strong performance
- Homebase like-for-like sales up
- To float Experian?
- Merchant Retail Group
- Strong 2003/04
- The Perfume Shop sales boosted by refits
- Department stores’ sales decline
- Investing for growth
- Electrical goods
- Dixons Group
- Acquires Micro Warehouse UK
- Kesa Electricals
- First quarter sales up…
- …driven by its international operations
- Maplin Electronics
- Unveils new store concept
- Pacific Retail Group
- Looking to raise cash
- The Carphone Warehouse
- Reveals strong full year results…
- …and maintains a positive outlook for the UK market
- …while its international operations are growing
- German businesses restructured by acquisition
- Store network to expand
- Orange
- Trading update
- Furniture and Household goods
- DFS
- Chairman to table new offer?
- MFI
- Sees sales slide
- Courts
- Reports full-year loss
- UK business “underperforms”
- International like-for-like sales up
- Reorganises finances
- Deputy Chairman steps down
- Current trading
- Cargo HomeShop
- Acquired by Freedom Group
- DIY
- Kingfisher
- First quarter results ahead
- Strong results in Poland
- Enters the Russian market
- Topps Tiles
- Announces half-year results
- Robert Dyas
- Registers growth
- Books and music
- WH Smith
- Suspends bid talks with Permira
- To sell Hodder Headline
- Completes Asia Pacific sale
- Cinven to table offer?
- Borders
- To expand store portfolio
- Business reorganisation
- Virgin Megastores
- Closing stores
- Music Zone
- Launches ‘Music Bug’ kiosks
- Apple
- iTunes launched
- Sports goods
- Roots
- Launches first UK store
- SweatyBetty
- Opens HOF concession
- Jewellery
- Signet Group
- Like-for-like sales growth
- Goldsmiths
- Expansion plans
- Theo Fennell
- Reports sales growth
- Partners with Debenhams
- Health and beauty
- Boots
- Full-year sales ahead
- Healthcare sales driven by promotions
- International sales up
- Strengthening offer
- Investing on growth
- The Body Shop
- Introduces loyalty scheme
- Fushi
- Seeking funds
- Ritual
- To launch in the UK?
- Optical and photographic goods
- Vision Express
- Launches advertising campaign
- Miscellaneous
- Halfords
- Floats on LSE
- BAA
- Posts sales increase
- Harmony
- To open new store
- Pets at Home
- Up for sale?
- Antler
- Sold to MBO
- Home shopping
- Ideal Shopping Direct
- Trading update
- Firebox
- Partners with Game
- Extreme Group
- Considering acquisitions?
- price-drop.tv
- Planning expansion
- Sport-E
- Relaunches Website
- On the move
- Beale
- Fortnum & Mason
- Harrods
- HMV Group
- House of Fraser
- Jacques Vert
- Kingdom of Leather
- LVMH
- MFI
- Morrisons
- Sainsbury’s
- Somerfield
- United Co-operatives
Retail Market Analysis
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- Retail sales trends
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- Figure 1: Retail sales trends: May 2003-May 2004
- Figure 2: Retail sales trends: May 2003-May 2004
- Breakdown of sales by sector
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- Figure 3: Retail sales value trends by sector: May 2003-May 2004
- Figure 4: Retail sales volume trends: May 2003-May 2004
- Retail price inflation trends
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- Figure 5: Annual percentage change in retail price index for selected product groups: May 2003-May 2004
- Figure 6: Annual percentage change in retail price index for selected product groups, May 2003-May 2004
- The Footfall National Index (UK)
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- Figure 7: FootFall shopping centre index (UK), May 2004
- Matrix
- Value
- Volume
Sector Analysis: Clothing and Footwear
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- Figure 8: Clothing and footwear retailers: Sales trends, 1996-2003
- Figure 9: Clothing and footwear: Sales trends, 1996-2003
- Retail price inflation
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- Figure 10: Indices of retail prices for product categories, 1998-2004
- Figure 11: Monthly inflation rates for selected product categories, June 2003-May 2004
- Breakdown of sales by sub-sector
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- Figure 12: Clothing and footwear retailers: Breakdown of sales, by sub-sector, 1998-2004
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- Figure 13: Clothing and footwear retailers: Breakdown of sales, by sub-sector, 1998-2004
- Consumer expenditure
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- Figure 14: Consumer expenditure on selected product categories, 1995-2003
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- Figure 15: Consumer expenditure on selected product categories, 1995-2003
- Clothing retailers: latest trends
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- Figure 16: All clothing retailers sales trends, 1998-2004 (% change on same period in previous year)
- Figure 17: All non food specialist: Sales trends, 1998 -2004
- Large clothing retailers: Latest trends
- Small clothing retailers: Latest trends
- Footwear retailers: Latest trends
- Textile retailers: Latest trends
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Sector News: Clothing and Footwear
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- Company results
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- Figure 18: Latest full-year results – Clothing and footwear
- Mergers and acquisitions
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- Figure 19: Clothing and footwear – recent mergers and acquisitions
- Company news
- Next
- Reports double-digit profit growth
- Retail sales up
- Opens store in Denmark
- To extend product offer
- Trading update
- To move Brent Cross store?
- Signs for new store
- Less clearance stores needed
- Laura Ashley
- Returns to the black
- Home furnishings perform well
- Held back by fashion sales
- International operations
- Mail order and e-commerce
- Current trading
- To ditch mail order?
- Homewares launch at Kohl’s
- To roll out new look fashion stores
- European disposals
- Austin Reed
- Shows signs of improvement
- But sales decrease at Country Casuals
- Country Casuals rolls out new shopfit
- Appoints new Chief Executive
- Trading update
- Looking to extend product range
- Harold Tillman may look at acquisition
- Arcadia
- Launching new collections
- Alexon
- Delivers profit growth
- Alexon Brands sees profit growth
- Footwear sales up
- Current trading
- Moss Bros
- Back in the black
- Moss Bros Hire performing well
- Current trading
- Store closures
- Refurbishing stores
- Cecil Gee to trial new format
- To drop Moss label
- Chief Executive steps down
- Monsoon
- To sell menswear
- Record H1 profit
- International expansion
- Accessorize opens store in Stockholm
- Finance director resigns
- More superstores planned
- Oasis
- Lingerie areas to roll out
- To enter the Chinese market
- Ciro Citterio
- Sold to Indorama Group
- Launching new brands
- River Island
- Opens store in Turkey
- Bhs
- To open international outlet
- New Look
- Shareholders approve takeover
- Sales disappoint
- In-store nail bars and coffee shops to open in stores?
- Peacock Group
- Sees sales fly ahead
- Refurbishment programme continues
- Acquires The Fragrance Shop
- Extends homewares concept trial
- In talks with Woolworths
- To expand in the UK and the Republic of Ireland
- To improve menswear offer
- Matalan
- Full-year profits halved
- Retail sales up
- New store openings
- Current trading
- Refurbishment plans
- To sell Lee Cooper?
- Primark
- Strong full year results
- Acquires stores
- Ethel Austin
- Acquired by ABN Amro
- Makes good progress
- Autonomy
- Plans expansion
- QS
- New store design set to be rolled out
- TK Maxx
- Reports strong sales
- To launch standalone stores
- Opens new distribution centre
- New storefit planned
- Inditex
- Plans to expand
- Acquires second store in Ireland
- Etam
- Difficulties in the UK
- UK business up for sale?
- New Leicester store
- In talks with Barratts for concessions?
- Mango
- Sales rise
- C&A
- Considers return to the UK
- H&M
- To open new flagship store
- Mexx
- Expanding in the UK
- Hugo Boss
- Franchise expansion planned
- Eden Park
- To open stand alone stores
- Esprit
- To launch franchised stores
- Uniqlo
- Profits up at Fast Retailing
- To open new UK stores?
- Neck & Neck
- Franchise network planned for the UK
- Guess?
- Relaunches UK store
- Urban Outfitters
- Prepares for aggressive expansion
- Fat Face
- To expand store network
- Reports growth
- White Stuff
- Plans to increase Internet sales
- Expansion plans
- Crew Clothing
- Expands overseas
- Chatham
- To expand store network
- BaseBuy
- Converting stores
- USC
- Acquired by West Coast Capital
- Forminster
- Registers operating loss
- In-house designs
- Launches new concessions
- Trialing larger sizes
- Jigsaw
- To open standalone accessories store?
- Set to roll out more Kew stores
- Naughty Clothing
- Sold back to Harry Rogers
- All Saints
- Opening new stores
- Coast
- Store expansion
- Rubicon
- Profits rise
- Warehouse to debut footwear collection
- Jacques Vert
- Sales down 10.5%
- Microtherm disposal
- Phase Eight
- Posts strong results
- Suits Plus
- Expansion on the cards following revamp
- East
- Signs concession deals
- Hobbs
- Reports growth
- To open new stores
- Unveils plans to enter US and Middle Eastern Markets
- Episode
- Diffusion line EPS to debut on the high street
- Ben Sherman
- Plans to increase UK stores
- French Connection
- Reveals robust trading
- US “encouraging improvement”
- Planning standalone stores
- Seeking lingerie partner
- Launches radio station
- Burberry
- Goes from strength-to-strength
- Turnover boosted by store openings
- US business performs well
- Burberry to bid for Laura Ashley?
- Jaeger
- To float?
- To open new stores
- Ted Baker
- Strong retail performance
- Current trading
- Opens Endurance standalone store
- Blue Inc
- Seeking funds
- Reefer
- To open new stores
- TM Lewin
- To open flagship womenswear outlet
- Republic
- Receives investment boost…
- …following a period of strong trading
- High and Mighty
- Plans return to profitability next year
- Officers Club
- Last minute shoppers help Christmas sales
- Aquascutum
- To revamp Regent Street store
- Jane Norman
- New store
- Pilot
- Up for sale?
- Recruits in-house designer team
- Switches sourcing back to the UK
- Boxfresh
- New flagship store planned
- Penny Plain
- Management buy-out
- The Duffer of St George
- Looks for London flagship store
- Kurt Muller
- Launching first stand-alone stores
- G-Room
- First store to open in September
- Hawick Cashmere
- Looking for sites
- Dawson International
- Sells Ballantyne
- Broken Stones
- Opens third store
- Elizabeth Rose
- Second store opens
- Louis Vuitton
- Reopens Sloane Street store
- Jones
- Goes into administration
- Emma Somerset & French Dressing
- Sold to MBO
- Refurbishing stores
- The Glasshouse
- Expansion plans
- Marchpole Holdings
- Makes profit
- Acquires Jean-Charles de Castelbajac
- Martin Margiela
- Plans to open a store in the UK
- MaxMara
- Flagship store planned for Bond Street
- Matthew Williamson
- London flagship store planned
- Pal Zileri
- Opens new London store
- Jane Norman
- Trials new concept
- Mackintosh
- To open standalone store
- Bank
- Expansion plans
- Actif Group
- Pre-tax profits jump
- Barbour
- To open standalone womenswear store
- Mothercare
- Returns to profits
- Revamping its store portfolio…
- …and product offer
- Direct business posts profit
- Current trading
- Developing international operations
- Introduces new store format
- Petit Patapon
- To open new UK stores
- Mamas & Papas
- Profits rise
- La Senza
- To expand European operations
- Virginware
- 20 new stores planned for 2004
- Figleaves
- To open stores?
- Successful Christmas
- Agent Provocateur
- Expansion plans
- Jimmy Choo
- Unveils new store design
- Brantano
- UK division drives sales
- Faith
- MBO talks fail?
- Beautiful Otherness introduced to Meadowhall
- Expanding in Middle East
- Schuh
- Sold to MBO
- Dune
- To open new concessions
- Walk
- Due to open new store
- C&J Clark
- Reports profits growth
- Office
- To increase store numbers
- LK Bennett
- Sales rise
- To open store in Portsmouth
- Rumours of a buy-out
- Stylo
- Sees profits drop
- Barratts underperforms
- Shellys planning concessions
- Shoe Studio
- Considering opportunities for growth
- Kurt Geiger
- Opens new stores
- Stead & Simpson
- Plans to take chain upmarket
Key Topic: M&S – Has the Recovery Run Out of Steam?
-
- Introduction
- Consumer research
- Frequency of shopping at M&S
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- Figure 20: Shopping for outerwear at Marks & Spencer, June 2004
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- Figure 21: Shopping for outerwear at Marks & Spencer, by gender, age and socio-economic group, June 2004
- Figure 22: Shopping for outerwear at Marks & Spencer, by presence of children, working status, lifestage and Mintel’s Special Groups, June 2004
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- Figure 23: Shopping for outerwear at Marks & Spencer, by region and source of regular grocery shopping, June 2004
- Which shops are being visited more frequently for outerwear?
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- Figure 24: Leading shops visited more often than a year ago for outerwear, June 2004
- Figure 25: Leading shops visited more often than a year ago for outerwear, by gender, age and socio-economic group, June 2004
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- Figure 26: Leading shops visited more often than a year ago for outerwear, by gender, age and socio-economic group, June 2004
- Figure 27: Leading shops visited more often than a year ago for outerwear, by presence of children, working status, lifestage and Mintel’s Special Groups, June 2004
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- Figure 28: Leading shops visited more often than a year ago for outerwear, by presence of children, working status, lifestage and Mintel’s Special Groups, June 2004
- Figure 29: Leading shops visited more often than a year ago for outerwear, by region and source of regular grocery shopping, June 2004
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- Figure 30: Leading shops visited more often than a year ago for outerwear, by region and source of regular grocery shopping, June 2004
- What would make shoppers shop more often at M&S?
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- Figure 31: What would make people shop more often at Marks & Spencer, June 2004
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- Figure 32: What would make people shop more often at Marks & Spencer, June 2004
- Figure 33: What would make people shop more often at Marks & Spencer, by gender, age and socio-economic group, June 2004
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- Figure 34: What would make people shop more often at Marks & Spencer, by gender, age and socio-economic group, June 2004
- Figure 35: What would make people shop more often at Marks & Spencer, by presence of children, working status, lifestage and Mintel’s Special Groups, June 2004
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- Figure 36: What would make people shop more often at Marks & Spencer, by presence of children, working status, lifestage and Mintel’s Special Groups, June 2004
- Figure 37: What would make people shop more often at Marks & Spencer, by region and source of regular grocery shopping, June 2004
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- Figure 38: What would make people shop more often at Marks & Spencer, by region and source of regular grocery shopping, June 2004
- Conclusions
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