Table of Contents
Analyst Comment
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- Furniture – the bellwether of the retail sector
- The industry data
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- Figure 1: Furniture retailers year on year sales growth 2015-17
- Why are sales declining?
- Consumer confidence weakening
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- Figure 2: Mintel’s consumer confidence tracker, 2009-17
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- Figure 3: Housing completions, April 2016-June 2017
- What about the rest of the retail sector?
- What it means
Retail Sales
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- Key points
- Retail sales
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- Figure 4: Retail sales trends, 2016/17
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- Figure 5: UK retail sales y/y growth, BRC vs ONS, Jul 2015- Jul 2017
- John Lewis
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- Figure 6: John Lewis: year-on-year growth, Jul 2016- Jul 2017
- Rising inflation
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- Figure 7: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Inflation and wages
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- Figure 8: Real wages growth: Wages growth vs inflation, 2012-17
- Looking forward
Sector Focus – Online Retailing
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- Online growth accelerated in 2016 and the trend has continued in 2017
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- Figure 9: All online retail sales, annual growth by month, non-seasonally adjusted, Jan 2016 -Jul 2017
- Online set to take 18% share of all retail sales in 2017
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- Figure 10: Online sales as a proportion of all retailing (ex-fuel), by month, non-seasonally adjusted, Jan 2016-Jul 2017
- Online-only retailers now take the lion’s share of sales
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- Figure 11: Share of online sales, by type of retail operation, 2009-17
- Amazon and Prime Day
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- Figure 12: Membership of Amazon Prime, by age, April 2017
Headlines for the Month
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- Convenience stores
- Grocers
- Other food and drink specialists
- Clothing retailing
- Multi-sector retailing
- Electrical retailing
- Furniture retailing
- Homewares retailing
News Analysis – Food and Drink
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- Convenience stores
- UK: Heron Food Group acquired by B&M for £152m
- UK: McColl’s
- …sales rise and profits fall
- …teams up with Morrisons in £1bn supply deal
- Grocers
- UK: Asda
- …reportedly considering B&M acquisition
- …sales and profits fall for 2016
- UK: Booths undergoing financial review
- UK: Lidl to open 60 new stores a year in UK expansion
- UK: Morrisons
- …expands into online florist market
- …unveils in-store weather bulletins
- UK: Sainsbury’s to cut 1000 jobs
- UK: Tesco
- …redundancies at fashion arm
- …to stop selling 5p carrier bags
- …launches same day delivery nationwide
- UK: Waitrose
- …hires first ever director of food service
- …partners with leading marine charity to fight plastic beach pollution
- Other food and drink specialists
- UK: Conviviality posts increase in sales and profit
- UK: Greggs sees sales and profits rise
- UK: Hotel Chocolat revenues rise
News Analysis – Non-food
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- Clothing retailing
- UK: American Eagle Outfitters pulls out of the UK
- UK: Arcadia
- …owned out-of-town store Outfit to launch childrenswear
- …launch in-store online delivery service
- …parent company names Karren Brady as new chairman
- …Topshop/Topman appoint new CEO
- UK: Bonmarché online sales drives sales
- UK: Bravissimo to launch stores in the US
- UK: Burberry
- …face criticism over executive pay
- …sales and revenue rise in first quarter
- UK: H&M confirms London opening date for Weekday store
- UK: Jack Wills profits return
- UK: Joules posts growth in revenue and profit
- UK: Matalan post growth in profits in quarterly update
- UK: New Look sales and profit decline in first quarter
- UK: Next Q2 results sees sales drop
- UK: Oasis launch in-store virtual reality campaign
- UK: Store Twenty One enters administration
- UK: Urban Revivo launches its debut UK store
- UK: White Stuff sales up but profits down in annual results
- Multi-sector retailing
- UK: B&M reports strongest Q1 growth for three years
- UK: M&S
- …reduce plastic in food packaging
- …clothing sales decline slows in first quarter
- …trialling sushi counters in store in partnership with Wasabi
- UK: Mothercare sales rise
- UK: Poundland
- …Twin Peaks chocolate bar in copyright battle
- …launches first half price sale
- UK: Wilko profits plunge for the year
- Department stores
- UK: John Lewis
- …considering co-working office space
- …hires first brand experience manager
- UK: Selfridges opens Christmas store
- UK: Too Hot pop-up store in Harvey Nichols
- DIY retailing
- UK: Screwfix CEO leaves for rival
- UK: Travis Perkins sees sales rise whilst profits fall
- Electrical retailing
- UK: Dixons Carphone launching day of deals
- UK: EE opens concessions in Sainsbury’s and Argos
- Books and stationery retailing
- UK: Card Factory sales rise
- Furniture retailing
- UK: DFS
- …struggles in second half of 2017
- …to buy Sofology
- UK: Bathstore see rise in full year profits
- UK: Feather and Black profits rise
- UK: Oak Furniture Land sees profits and turnover rise
- UK: ScS order numbers decline
- Homewares retailing
- UK: Australian houseware retailer House to launch in UK
- UK: Cath Kidston profits soar in annual figures
- Home shopping
- UK: AO.com reports increased revenue
- UK: ASOS
- …new visual search engine
- …sales spike
- UK: Avon CEO to step down
- UK: Feelunique launches pass for unlimited next-day delivery
- UK: matchesfashion.com to be sold
- UK: Missguided to sell third party sportswear
- UK: N Brown £40m down over ‘flawed’ insurance products
- UK: Shop Direct
- …ecommerce director resigns
- …sale stopped by Barclay Brothers
- Health & beauty retailing
- UK: AS Watson to create new jobs with store expansion
- UK: The Fragrance Shop profit increases
- Sports and leisure goods retailing
- UK: Evans Cycles fall in earnings
- UK: JD Sports to open dual shop and gym
- UK: Rapha sold to Walmart heirs for £200m
- UK: Sports Direct
- …fall in profit
- …buys stake in GAME
- …takes 27% of French Connection
- Garden Centres
- UK: Wyevale Garden Centres to refinance debt
- Pets and pet products retailing
- UK: Pets at Home revenue rise
- Shopping centres
- UK: Volkswagen open first store in UK shopping centre
- Economy
- UK: BRC
- …sales increase for June
- …solid sales for the UK in July
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