Table of Contents
Analyst Comment
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- JJB Sports issues profit warning
- Tarnished reputation
- Boom and bust
- Fashion
- Two options
Retail Review
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- Clothing and footwear
- Peacock Group
- Q1 sales soar
- bonmarché expanding to Russia?
- Primark
- To open first store in Spain
- Matalan
- Sees improvement
- Opens new Northern Ireland store
- New Look
- Launching new range
- TK Maxx
- Opening first homewares standalone
- Mackays Stores
- Looking to expand
- Austin Reed
- Sliding sales
- Jacques Vert
- Sales slip on a proforma basis
- UK retail sales improve
- Wholesale unit losses deepen
- Current trading
- Moss Bros
- In the black for the first half
- Stanford builds stake
- Expansion planned
- Arcadia
- Burton considering out-of-town expansion
- Monsoon
- Enjoys strong 2003/04
- Expanding in the UK…
- …and internationally
- Current trading
- Launching menswear range
- To launch childrenswear standalones
- French Connection
- Reports weak UK retailing
- Reiss
- Profits doubled
- Hobbs
- Expanding to Canada
- Jigsaw
- Sees performance improve
- Karen Millen
- Becomes part of Oasis Group
- Phase Eight
- For sale?
- Republic
- To increase store portfolio
- Capo
- Looking for expansion
- Inditex
- New Zara store
- H&M
- H1 sales rise
- Esprit
- New outlets planned
- Uniqlo
- UK arm back in the black
- Caramelo
- Opening flagship store
- Etam
- Suffers slump in the UK…
- Ermenegildo Zegna
- To expand UK network?
- Burberry
- Strong start to 2004/05
- Mulberry
- Back in the black
- Marchpole Holdings
- Enjoys first quarter growth
- Murphy & Nye
- Looking to extend store network
- Henri Lloyd
- Planning European expansion
- Ben Sherman
- Falls into US hands…
- Officers Club
- Profits recovering?
- Mothercare
- Launching new ranges
- Gymboree
- To exit UK and Ireland
- Church’s
- Goes East
- Brantano
- Lifted by UK division
- Mixed goods
- Marks & Spencer
- Returns to basics…
- Acquires Per Una business
- Lifestore format to be discontinued
- To reduce product lines
- First quarter shortfall
- Myners tipped to remain M&S Chairman
- Eyeing China and Russia?
- Woolworths
- Extends supply agreement with Tesco
- Lifts H1 sales
- Brown & Jackson
- Like-for-like sales climb
- Muji
- To open new London stores
- B&M Retail
- To introduce Payzone?
- 99p Stores
- Receives backing by Barclays Ventures
- Department stores
- John Lewis Partnership
- Launches fashion advertising campaign
- Debenhams
- Lifts sales and profits
- To pilot small high street stores?
- To launch in Russia
- To anchor Bury St Edmunds development
- Harrods
- Sales tripled
- Allders
- Minerva a takeover target
- Beale
- Hit by competitors’ discounting
- Current trading improves
- To launch home furnishings range
- Multi-sector
- GUS
- Argos star performer
- L-f-l sales up at Homebase
- Burberry performs well
- Merchant Retail Group
- Sells Department stores
- Updates on trading
- Health and beauty
- Regulatory news
- Pharmacy licensing rules relaxed
- Boots
- Envisages rolling out more pharmacies
- Delivers sales growth
- Alliance UniChem
- Retail profits soar
- Moss Pharmacy sales grow
- Appoints new Chief Executive
- The Body Shop
- Acquires franchisees
- Warns on profits
- Electricals
- Regulatory news
- Dixons Group
- Solid full-year results
- UK retailing performs well…
- …but Dixons’ sales slip
- International division’s l-f-l sales up
- Trial of xL format progresses
- Buys Kotsovolos
- Kesa Electricals
- Performs well in tough market
- PowerHouse
- Parent company raising cash
- The Carphone Warehouse
- Makes good start to 2004/05
- Furniture
- MFI
- Profits plunge
- To launch new bedroom and kitchen ranges
- DFS
- Timetable set for vote on bid
- Courts
- Trials new format
- IKEA
- UK posts drop in FY profits
- Land of Leather
- Sales rising
- Carpetright
- Reports robust full-year results…
- …driven by the UK and ROI operations
- International division makes profit
- Current trading
- Floors-2-Go
- Sales leap
- JD Group
- Selling BoConcept UK
- The Pier
- Revamps website
- Household goods
- Lakeland
- Posts turnover increase
- DIY
- Kingfisher
- Opens its largest store
- GlynWebb
- To trial fitted kitchen ranges
- Books and music
- Borders
- To increase UK presence?
- Acquires Paperchase
- Ottakar’s
- Satisfied with first half trading
- HMV
- Reports strong performance…
- …driven by the UK business
- Strong performance at Waterstone’s
- Worldwide expansion
- Current trading
- To invest £10m
- To offer store digital downloads?
- Music Zone
- On an expansion trail
- Stationery and gifts
- WH Smith
- Selling Hodder to Hachette
- Updates market following Permira withdrawal
- Staples
- Acquires Office World UK
- Stationery Box
- To open two new stores
- Toys and games
- GAME
- Sees like-for-likes ease
- Acquires new sites
- Games Workshop
- Lifts full-year profits
- Discovery Store
- Rebrands stores
- Toys “R” Us
- Mulling sale of international arm
- Sports goods
- JD Group
- Lifted by sports fascias
- To be bought by Pentland?
- JJB Sports
- Warns on full-year profits
- Blacks Leisure
- Enjoys strong sales growth
- Snow+Rock
- Company is sold
- adidas
- Opens London Originals store
- Converse
- Opens its first UK outlet
- Jewellery
- Signet Group
- Impresses in first half
- Goldsmiths
- Acquisition probed
- Optical and photographic goods
- Specsavers
- Acquires second Swedish chain
- Dollond & Aitchison
- Sees solid H1
- Garden Centres
- Dobbies Garden Centres
- Reports profit growth
- Wyevale
- Sees H1 sales slip
- Blooms of Bressingham
- Reports flat Summer sales
- Home shopping
- N Brown
- Sees fall in sales
- Findel
- Sales edge ahead
- Flying Brands
- Reports interims
- Figleaves
- Breaks even
- Exclusive J-Lo retailer
- ASOS
- In the black
- M&M Sports
- ECI acquires M&M Sports
- Technology TV
- Due to launch in October
- Miscellaneous goods
- Halfords
- Extends store network
- Beate Uhse
- Abandons UK market
- Pets at Home
- Acquired by Bridgepoint Capital
- On the move
- Adams
- Ann Summers
- ASDA
- Austin Reed
- British Retail Consortium
- Budgens
- Co-operative Group
- Dixons
- Floors-2-Go
- Hargreaves Sports
- Homestyle
- House of Fraser
- Index
- Marks & Spencer
- Matalan
- Monsoon
- Mothercare
- Sainsbury’s
- Selfridges
- Signet
- Somerfield
- Tesco
- Thresher Group
- Waitrose
- Woolworths
Retail Market Analysis
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- Retail sales trends
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- Figure 1: Retail sales trends: July 2003-04
- Figure 2: Retail sales trends: July 2003-July 2004
- Breakdown of sales by sector
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- Figure 3: Retail sales value trends by sector: July 2003-July 2004 (Current prices, not seasonally adjusted)
- Figure 4: Retail sales volume trends: July 2003-July 2004 (Constant 1995 prices, not seasonally adjusted)
- Retail price inflation trends
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- Figure 5: Annual percentage change in retail price index for selected product groups: June 2003-July 2004
- Figure 6: Annual percentage change in retail price index for selected product groups: June 2003-July 2004
- The Footfall National Index (UK)
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- Figure 7: FootFall shopping centre index (UK), June/July 2004
- Matrix
- Value
- Volume
Sector Analysis – Food and Drink
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- Figure 8: Food & drink retailers, Sales trends, 1985-2004 Q2
- Figure 9: Food & drink retailers, Sales trends, 1985-2004 Q2
- Retail Price Inflation
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- Figure 10: Indices of retail prices for product categories, 2000-04 (Jan 1987=100)
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- Figure 11: Monthly inflation rates for selected product categories, July 2003-July 2004
- Breakdown of sales by sub-sector
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- Figure 12: Food & Drink Retailers: Breakdown of sales, by sub-sector, 1998-2004
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- Figure 13: Food Retailers, breakdown of sales, by sub-sector, 1998-2004
- Consumer expenditure
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- Figure 14: Consumer expenditure on selected product categories, 1996-2003
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- Figure 15: Consumer expenditure on selected product categories, 1996-2003
- All food retailers: latest trends
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- Figure 16: All food retailers: Sales trends, 1997-2004
- Figure 17: All non food specialist: Sales trends, 1997-2003
- Large grocers: latest trends
- Growth of non-food ranges
- Large grocers moving into the convenience store market
- Acquisitions
- Small grocers: latest trends
- Greengrocers: latest trends
- Butchers: latest trends
- Bakers: latest trends
- Off-licences: latest trends
- Tobacconists: latest trends
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Sector News – Food and Drink
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- Company results
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- Figure 18: Latest full-year results – Food & drink
- Mergers and acquisitions
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- Figure 19: Food & drink – recent mergers & acquisitions
- Company news
- Regulatory news
- OFT refers store cards to the Competition Commission
- Tesco
- Full-year sales and profits soar
- UK business performs well
- Strong growth in non-food sales
- Net decrease in stores
- International business expands
- Online sales exceed £500m
- Faces legal battle in Turkey
- Sells Dillons chain
- Makes long-awaited move into China
- Lays down the law
- Labelled unethical by FoE
- Launches Gi range
- Conversion programme on track
- Strong first quarter
- To launch music download service?
- FWD withdraws appeal
- Strengthens foothold in Japan
- To sell Levi’s jeans
- Sets up property JV with Topland
- Merges its convenience store operations
- To relaunch organics range
- Trials health and beauty shop-in-shops
- ASDA
- Cuts prices in electricals offer
- Launches ASDA Living
- Wal-Mart reports strong growth at ASDA
- Expands photo, jewellery and optical goods departments
- Cuts spark fuel price war
- New stores to participate in home shopping
- Launches non-food own-label range
- Enters health insurance market
- To develop store portfolio
- Staying out of the c-store market
- Introduces specialty manager role
- Launches eyewear range
- 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
- First converted Safeway stores perform well
- Buys Jackson’s Stores…
- …but the acquisition raises concerns
- Take-over speculation intensifies
- Scaling down the Tu range launch?
- Issues profit warning
- To trial new delivery system
- Adams to design Tu range
- Signs new designer team
- Launches Sainsbury’s at Bells Stores
- OFT clears acquisition
- Launches online domestic appliances website
- Morrisons
- Reports strong profit growth
- Safeway acquisition cleared
- Reducing prices
- Reveals Safeway store refurbishing plans
- Former Safeway chief targets 120 small stores
- Issues profit warning
- Launches advertising campaign
- Plans job cuts
- Buying jobs lost
- Waitrose
- Acquisition cleared
- Joining in the non-food battle
- Goldman Sachs grabs slice of Ocado
- 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’
- Somerfield
- Sales boosted by refits
- Somerfield’s l-f-l sales up
- Kwik Save hit by closures
- Building on c-store business
- Current Trading
- Acquires Scottish forecourt c-stores
- To convert stores into new formats
- To open second franchised store
- Launching new format
- Motorway store trial
- New loyalty card rolled out
- The Co-operative Group
- Delivers strong results
- Food sales up
- Co-op Pharmacy sales up
- Current trading
- Co-op Pharmacy snaps up Welsh stores
- Acquires Conveco
- Makes progress on store conversions
- Extending Braille range
- United Co-operatives
- Acquires Leathley’s Quality Fare
- Interest in Safeway stores
- Scotmid Co-op
- Enjoys strong sales
- Buys Morning, Noon & Night
- Lincolnshire Co-operative
- Posts sales growth
- The Heart of England Co-operative Society
- Reports profit growth
- Oxford, Swindon and Gloucester Co-op
- To introduce ‘Pay By Touch’
- Profits up
- Plymouth & South West Co-op
- Like-for-like sales increase
- Londis
- Members back Musgrave bid
- Full-year results
- Budgens
- Stores to be franchised
- Costcutter
- Reports sales growth
- New partnership
- Netto
- Plans UK expansion
- Aldi
- To introduce own clothing range?
- Booths Supermarkets
- Launches new format
- Shoprite
- Back to the black
- Lawrence Hunt
- Posts sales increase
- Tates
- Turnover improved
- Planet Organic
- To open third store
- Cooltrader
- Receives investment
- Le Riche
- To acquire Safeway stores?
- Thresher
- To drop fascias
- Majestic
- Like-for-like sales up
- French operation registers growth
- Launches ‘fine wine centre’
- Current trading
- To expand to Ireland?
- Unwins
- Extends deadline for offers
- Launches new format
- Wine Cellar
- Piloting new format
- BP Retail
- Expansion plans
- Esso
- Launches three pilot stores
- Greggs
- Reports robust full-year results…
- …and keeps expanding
- International expansion
- Strong performance continues in 2004/05…
- …with l-f-l sales growing
- Oil & Vinegar
- To increase UK portfolio
- Julian Graves
- Planning UK expansion
- Thorntons
- Profits decline
- Whittard of Chelsea
- Upbeat profit forecast
Key Topic
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- Electricals retailing
- Price deflation hinders market growth
- Non-specialists versus specialists
- Household appliance sales driven by housing market
- Electrical warranties investigated
- Market value and trends
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- Figure 20: UK: Consumer expenditure on electricals, 1999-2003
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- Figure 21: UK: Detailed spending data for specific electrical markets, 1999-2003
- Channels of distribution
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- Figure 22: UK: Electrical goods – Channels of distribution, 2003
- Retail prices
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- Figure 23: UK: Electrical goods – Implied deflators, 1999-2003
- Electrical retailing specialists
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- Figure 24: UK: Electrical retail specialists sales, 1999-2003
- Outlets and enterprises
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- Figure 25: UK: Electrical enterprises, 1997-2002
- Consumer research
- Ownership and purchasing of electrical goods
- Audio-visual
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- Figure 26: Have or own Audio-Visual equipment, 2001 and 2003
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- Figure 27: Bought Audio-Visual equipment in last 12 months, 2001 and 2003
- Large kitchen appliances
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- Figure 28: Have or own large kitchen/household appliances, 2001 and 2003
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- Figure 29: Bought new large kitchen/household appliances in last 12 months, 2001 and 2003
- Purchases of electrical products by retailer
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- Figure 30: Stores used to purchase audio-visual equipment and large kitchen appliances in the last three years, April 2004
- Future prospects and forecasts
- Prospects
- Forecasts
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- Figure 31: UK: Electricals retailers’ prospects, 2004-08
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