Table of Contents
Analyst Comment
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- Planning
- What it actually means
- Small shops and the interests of consumers
- Who is trying to protect who?
- Straws in the wind
- No meeting of minds
Introduction
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- Bakers (retail)
- Greggs LFLs up 5%
- Grocers
- Asda…
- … bans additives
- … set for conflict about over-packaged goods
- … set to open 300 home stores
- Sainsbury's
- … stake snapped up by Three Delta
- … to retain property
- … FY sales surge ahead
- … accused of flouting hygiene rules
- Morrisons…
- … next buyout target?
- … but CVC denies interest
- … Q1 LFLs up 4%
- Tesco
- … faces allegations of hypocrisy on green plans
- … abandons Coles bid
- … investor forces ethics onto the agenda
- … could lose tax loophole
- Clothing retailing
- Burberry FY sales up 14%
- French Connection shows improved sales
- Mosaic
- … FY sales up, profits down
- … could be privatised
- Moss Bros LFLs down 0.8%
- Mothercare
- … buys ELC for £85m
- … posts mixed FY results
- US firms join forces for New Look bid
- Footwear retailing
- Clarks FY profits hit by EU tariffs
- Stylo losses widen
- Mixed goods retailing
- Home Retail reports mixed FY results
- Woolworths to supply Asda
- Multi-sector retailing
- Boots
- … bid abandoned by Terra Firma
- … pension trustees place KKR under pressure
- … FY sales, profits up
- … pension trustees demand £1bn
- … faces acquisition concerns
- … sees KKR fail to meet trustees’ demands
- M&S
- …to open standalone furniture stores
- …unveils strong FY results
- Next continues to struggle
- Department stores
- Beales issues profit warning
- DIY retailing
- US DIY giant set to save Focus?
- Home Retail reports mixed FY results
- Wickes LFLs storm ahead
- Electrical retailing
- Kesa Q1 LFLs boosted by flat screen sales
- Italian troubles hit DSG
- Music and video goods retailing
- HMV FY sales fall further
- Carpet retailing
- Carpetright grabs smaller rival
- Furniture retailing
- Land of Leather Q3 LFLs fall
- ScS H1 profits slump
- Home shopping
- Asos sales jump 111%
- Findel FY sales up 11%
- N Brown posts strong FY results
- Sports and leisure goods retailing
- JD FY profits race ahead
- Blacks Leisure suffer disappointing FY
- Sports Direct
- … issues profit warning (perhaps)
- … admits messing up float
- Toys and games retailing
- Game Group FY LFLs up 16%
- Blockbuster sells Gamestation for $150m
Executive Appointments
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- Dolcis poaches Bower from Priceless Shoes
- Former Next chief joins Littlewoods
- TK Maxx appoints Shoefayre MD
- Figleaves.com search for new CEO
- HoF appoints new brand director
- Instore appoints new chief executive
- B&Q supply chief out
- Hot Tuna appoints Juul
- Londis tests new format; FD quits
- Foyles appoints temporary CEO
- John Lewis promotes Gregory
- Asda promotes Pearson
- Rosebys to lay off head office staff
- Body Shop hires internet manager
- Games Workshop to fire managers
- Jessops appoints new chairman
- Harrods marketing director quits
- Planet Organic appoints two directors
- Liberty
- …CEO in shock departure
- …appoints new CEO
- Waitrose MD leaves to join M&S
- Superdrug names trading director
Product Development – Household Goods
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- Aldi
- Asda
- Sainsbury’s
- Tesco
- Waitrose
Advertising News
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- New campaigns
- Katona dropped by Iceland
- Bookshops to target ethnic minorities
- Moss Bros teaming up with Paddy Power
- Spar turns 50 with promo drive
- HMV and Ryan Adams promo
- M&S confirms Ferry decommission
- Ilva launches ad campaign
- Spar to give tree packs away
- Perfume Shop signs first TV deal
- The Kate Moss effect
- Daly and Kay to front Tesco campaign
- Morrisons reveals new logo
- Woolworths pins hopes on Rolf Harris and Darth Vader
- Account gains/losses
- Ethel Austin talking to agencies
- Next for Mediaedge
- Clarks seeks digital agency for e-commerce move
- Body Shop seeks agency
- HMV Group
- … appoints OMD to media businesses
- … appoints Brann for loyalty scheme
- DSG International appoints Affiliate Window
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all advertisers (£m), March 2003-March 2007
- Figure 2: Total advertising expenditure by all retail advertisers (£m), March 2003-March 2007
Use of Media
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- Figure 3: Use of media by retail and all advertisers (%), March 2003-March 2007
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- Figure 4: Use of media by retail and all advertisers (£m), March 2003-March 2007
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), February 2007-March 2007
- Food
- Furniture
- DIY
- Variety
- Other
- Nielsen Media Research/Definitions
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Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 6: Retail sales trends: April 2006-April 2007
- Figure 7: Non seasonally adjusted % value change on previous year, April 2006-April 2007
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- Figure 8: Seasonally adjusted % volume change on previous year, April 2006-April 2007
- Significant features of the latest ONS statistics
- Confederation of British Industry
- British Retail Consortium/KPMG
- Retail price inflation trends
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- Figure 9: Annual percentage change in retail price index for selected product groups: April 2006-April 2007
- Figure 10: Annual percentage change in retail price index for selected product groups: April 2006-April 2007
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Non-Food Specialists
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- Sales trends
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- Figure 11: Non-food specialist retailers, sales trends, 1998-2007 Q1
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- Figure 12: Non-food specialist retailers as % of all retail sales: 1997 – 2006
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, 2000-2007 (Jan 1987=100)
- Breakdown of sales by sub-sector
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- Figure 14: Non-food specialists: Breakdown of sales by sub-sector, 1999-2006
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1998-2006
- Chemists: latest trends
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- Figure 16: Health and beauty retailers’ sales, 2003-06
- Books, newspapers and stationery: latest trends
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- Figure 17: Booksellers’ and stationers’ sales, 2003-06
- Floor coverings: latest trends
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- Figure 18: Floor coverings retailers’ sales, 2003-06
- Photographic and optical goods, office supplies stores: latest trends
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- Figure 19: Photographic retailers’ sales, 2003-06
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- Figure 20: Leading optical retailers, 2005
- Other
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- Figure 21: Sports and outdoor leisure retailers’ sales, 2003-06
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- Figure 22: Toys and games retailers’ sales, 2003-06
- Figure 23: Jewellers’ sales, 2003-06
Sector News Review: Non-foods Retailing
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- December
- Book and stationery retailing
- Clinton Cards reports like-for-like rise
- Stationery Box sold to Hilco
- HMV updates like-for-likes
- Sports and leisure goods retailing
- Strikes return at JJB
- Sports World
- … owner mulls sale/flotation
- … owner reveals plans; self
- … buys Streetwise Sports
- Toys and games retailing
- Hamleys reneges on discount pledge
- Telecommunications Retailing
- The Link moves online
- UK: Carphone reclaims 40% of Vodafone business
- January
- Book and Stationery Retailing
- Pre-Christmas sales please Clinton Cards
- Music Zone, Greeting Card Group enter administration
- Greeting Card Group sold in MBO
- WH Smith reports further sales decline
- Sports and leisure goods retailing
- Sales continue to grow at John David
- Sports goods retailers face compensation claim
- Christmas sales disappoint Blacks Leisure
- JJB Sports reports pleasing Christmas results
- Jewellers
- Signet’s like-for-likes rise
- Theo Fennell reveals record Xmas
- Garden Centres
- Blooms of Bressingham
- …pleased with Xmas trading
- …and enters takeover talks
- Christmas sees Dobbies’ sales jump over 30%
- Toys and games retailing
- An impressive Christmas for Game Group
- Hamleys' boosted by festive sales
- Miscellaneous specialist retailing
- Jessops’ like-for-likes disappoint for December
- February
- Book and stationery retailing
- Stationery Box enters administration
- Sports and leisure goods retailing
- JJB
- …sees founder sells £50m share
- …but faces Which? lawsuit
- Sports World
- ...mulls float
- …before Ashley cancels dividend
- …then confirms float
- …and reveals he’ll relinquish leadership
- Garden centres
- Blooms of Bressingham
- …bought by Hunter for £30m
- …who looks to create a gardening revolution
- Dobbies reports solid growth
- March
- Book and stationery retailing
- Borders puts UK business up for sale
- Sports and leisure goods retailing
- Blacks closing 45 loss-making stores
- Sports Direct plans global expansion
- Jewellers
- Bijou Brigitte plans 300 UK stores
- Toys and games retailing
- Hamleys to test concessions in HoF
- Toyworld enters administration
- April
- Book and stationery retailing
- Branson considers Borders' bid
- Clinton Cards posts solid H1
- WH Smith high street woes continue in H1
- Sports and leisure goods retailing
- JJB reports strong year
- Sports Direct poised to buy M and M
- Jewellers
- Signet posts record FY profits
- Garden centres
- Dobbies H1 sales blossom
- Toys and games retailing
- ELC plunges further into the red
- Miscellaneous specialist retailing
- Halfords reports another strong year
- Pets at Home sees FY success
- May
- Music and video goods retailing
- HMV FY sales fall further
- Sports and leisure goods retailing
- JD FY profits race ahead
- Blacks Leisure suffer disappointing FY
- Sports Direct
- … issues profit warning (perhaps)
- …admits messing up float
- Toys and games retailing
- Game Group FY LFLs up 16%
- Blockbuster sells Gamestation for $150m
Sector Advertising Review – Non-Food Specialists
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- Advertising expenditure
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- Figure 24: Total advertising spend by non-food retailers, March 2003-March 2007
- Use of media
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- Figure 25: Use of media by non-food retailers and all retailers (%), March 2006-March 2007
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- Figure 26: Use of media by non-food retailers and all retailers (£m), March 2006-March 2007
- Books and stationery retailers
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- Figure 27: Top ten books and stationery retailers by adspend, March 2006 and March 2007
- Company analysis – WH Smith
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- Figure 28: WH Smith, media use by adspend and as share of total, March 2006 and March 2007
- Figure 29: WH Smith, top brands by adspend, March 2007
- Sports and leisure goods retailers
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- Figure 30: Top ten sports and leisure goods retailers by adspend, March 2006 and March 2007
- Company analysis – JJB Sports
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- Figure 31: JJB Sports, media use by adspend and as share of total, March 2006 and March 2007
- Figure 32: JJB, top brands by adspend, March 2007
- Jewellers
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- Figure 33: Top ten jewellers by adspend, March 2006 and March 2007
- Company analysis – Tiffany & Co
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- Figure 34: Tiffany & Co, media use by adspend and as share of total, March 2006 and March 2007
- Figure 35: Tiffany & Co, top brands by adspend, September 2006
- Garden centres
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- Figure 36: Top ten garden centres by adspend, March 2006 & March 2007
- Company analysis – Garden Factory
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- Figure 37: Garden Factory outlet, media use by adspend and as share of total, March 2006 and March 2007
- Figure 38: Garden Factory outlet, top brands by adspend, March 2007
- Chemists (health and beauty retailers)
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- Figure 39: Top ten chemists by adspend, March 2006 and March 2007
- Company analysis – Superdrug
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- Figure 40: Superdrug, media use by adspend and as share of total, March 2006 & March 2007
- Figure 41: Superdrug, top brands by adspend, March 2007
- Toys and games retailers
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- Figure 42: Top five toys and games retailers by adspend, March 2006 and March 2007
- Figure 43: Top video games retailers by adspend, March 2006 and March 2007
- Company analysis – Toys R Us
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- Figure 44: Toys R Us, media use by adspend and as share of total, March 2006 and March 2007
- Figure 45: Toys R Us, top brands by adspend, March 2007
- Optical retailers
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- Figure 46: Top Ten optical goods retailers by adspend, March 2006 and March 2007
- Company analysis – Specsavers
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- Figure 47: Specsavers, media use by adspend and as share of total, March 2006 and March 2007
- Figure 48: Specsavers, top brands by adspend, March 2007
- Miscellaneous retailers
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- Figure 49: Top two miscellaneous retailers by adspend, March 2006 and March 2007
- Company analysis – Halfords
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- Figure 50: Halfords, media use by adspend and as share of total, March 2006 and March 2007
- Figure 51: Halfords, top brands by adspend, March 2007
- Nielsen Media Research/Definitions
Report Focus: Maternitywear Retailing
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- Consumers: who, where and why
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- Figure 52: UK retail sales of all womenswear and maternitywear, 2001-07
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- Figure 53: Who buys maternitywear, by age and socio-economic group, January 2007
- Who shops where?
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- Figure 54: Where shoppers bought maternitywear recently, by age and socio-economic group, January 2007
- Profiles of maternitywear retailers
- Mothercare
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- Figure 55: Mothercare Plc, outlet numbers, 2002-07
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- Figure 56: Mothercare, financial performance, 2002-06
- Mamas & Papas
- Blooming Marvellous
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- Figure 57: The Marvellous Group, financial performance, 2001-05
- Formes
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- Figure 58: Formes (UK) Ltd, financial performance, 2002-06
- JoJo Maman Bébé
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- Figure 59: JoJo Maman Bébé, financial performance, 2002-06
- Blossom Mother and Child
- Crave Maternity
- Definitely Baby
- Does My Tum Look Big in This/Bridesnbumps.com
- Home Mummy
- Isabella Oliver
- Nearly9
- Pumpkin Patch
- Push Maternity
- Séraphine
- Carla C Designer Maternity
- Pea in the Pod
- Polarn O. Pyret
- What does the future hold for maternitywear retailing?
- Forecast
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- Figure 60: Market size and forecast of maternitywear, at current and 2007 prices, 2002-12
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