Table of Contents
Analyst Comment
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- Bhs vs M&S
- The view from the accounts
- Sales – market share falling
- Gross margins – being raised
- Operating margins
- Cash generation
- Replacing the business
- Taking on M&S?
- Sainsbury’s – Complete makeover, again
- All change at Sainsbury’s again
- Poor implementation
- Déjà vu
- Keep it simple
Retail Review
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- Food and drink
- Tesco
- Green light for Tesco
- To launch digital printing service
- To expand One Stop chain
- ASDA
- Acquisition cleared
- Launches ASDA Living
- New food outlet in Walsall
- George opens first retail park outlet
- Sainsbury’s
- Road to recovery
- To focus on quality and value
- Encouraging trading for Tu
- To simplify store formats
- Trading update
- Admits plunging H1 profits
- Sainsbury’s CEO given recovery deadline
- Renewed speculation for a Sainsbury’s takeover
- Morrisons
- Reports profit slump…
- …hit by Safeway stores’ performance
- Current trading boosted by conversions
- Waitrose
- Ocado opens new depot
- Challenged by the ASA
- The Big Food Group
- Sees l-f-l sales ease
- Somerfield
- Acquires smaller Safeway stores
- To launch new store format
- The Co-operative Group
- Profits plunge
- Midlands Co-op
- Profits ahead
- Netto
- Outlines UK plans
- Introduces improved labelling
- Spar
- To focus on fresh food offer
- Shoprite
- To open new store
- La Riche
- L-f-l sales up
- Cooltrader
- Acquires Poundfreeze
- Cook
- Opens new store
- Budgens
- Receives applications for Budgens stores
- Thresher Group
- Launches new format
- Sales plummet
- Oddbins
- Sales fall
- Unwins
- Eight suitors emerge
- Greggs
- Continued strong growth
- Clothing and footwear
- New Look
- Reports strong sales
- Peacock Group
- Posts mixed results
- Matalan
- To offload Lee Cooper?
- TJ Morris
- Profits soar
- Cromwells Madhouse
- Falls into administration
- Arcadia
- Enjoys strong profit growth
- Monsoon
- Storming start to the year
- Moss Bros
- Strong l-f-l sales
- Austin Reed
- Suffers H1 losses
- To review Country Casuals business
- Burberry
- Enjoys strong H1
- Zara
- Secures new sites
- Etam
- Losses deepen
- Uniqlo
- UK arm posts profit
- Baugur
- Mosaic sets out expansion plans
- Flat sales at Karen Millen
- Hobbs
- Enters final stages of bid talks with 3i
- Planning new concessions
- Ted Baker
- Storms ahead
- Bank
- Expansion plans
- Bhs
- Lifts FY profits
- Groupe Zannier
- To expand in the UK?
- Adams Childrenswear
- Expanding through concessions
- Mamas & Papas
- Opens new stores
- Mothercare
- Robust performance as store conversions continue
- Instep
- Launches new concessions
- Stylo
- Makes steps towards profitability
- Brantano
- Sales boosted by UK performance
- Mixed goods
- Marks & Spencer
- Posts trading update
- Brings per una in-house
- To launch new Simply Food store
- Brown & Jackson
- Narrows losses
- Department stores
- House of Fraser
- Losses reduced
- Allders
- Reports full year results
- Fortnum & Mason
- Exiting womenswear
- Multi-sector
- GUS
- Impressive half year results
- Electrical goods
- Kesa Electricals
- Unveils first half results
- The Carphone Warehouse
- Trading update
- Furniture and homewares
- MFI
- Eyeing Howdens?
- DFS
- Shareholders accept Lord Kirkham bid
- Courts
- Warns on profits
- ScS Upholstery
- Strong summer lift sales
- Traesko
- Falls into administration
- Homestyle Group
- Soros eyeing beds division
- Topps Tiles
- Sales jump
- DIY
- Kingfisher
- Plans Polish expansion
- Home shopping
- N Brown
- Sees sales slump
- Findel
- Delivers strong sales
On The Move
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- Associated British Foods
- Austin Reed
- B&Q
- bonmarché
- Dollond & Aitchison
- Harrods
- HMV Group
- John Lewis Partnership
- Matalan
- Miss Sixty
- Musgrave
- Sainsbury’s
- The Heart of England Co-op
- The Officers Club
- Thorntons
- TM Retail
- United Co-operatives
- Virgin Retail
- WH Smith
Retail Market Analysis
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- Retail sales trends
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- Figure 1: Retail sales trends, September 2003-September 2004
- Figure 2: Retail sales trends, September 2003-September 2004
- Breakdown of sales by sector
- Retail price inflation trends
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- Figure 3: Annual percentage change in retail price index for selected product groups, September 2003-September 2004
- Figure 4: Annual percentage change in retail price index for selected product groups, September2003-September 2004
- The Footfall National Index (UK)
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- Figure 5: FootFall shopping centre index (UK), September 2004
- Matrix
- Value
- Volume
Sector Analysis: Non-food Specialists
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-
- Figure 6: Non-food specialists, sales trends, 1996-2004
- Figure 7: Non-food specialists, sales trends index, 1996-2003
- Retail price inflation
-
- Figure 8: Indices of retail prices for product categories, January 2000-June 2004
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- Figure 9: Monthly inflation rates for selected product categories, August 2003-September 2004
- Breakdown of sales by sub-sector
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- Figure 10: Non food specalists, breakdown of sales by sub-sector, 1998-2004
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- Figure 11: Non-food specialists, breakdown of sales by sub-sector, 1998-2004
- Consumer expenditure
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- Figure 12: Consumer expenditure on selected product categories, 1995-2004
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- Figure 13: Consumer expenditure on selected product categories, 1995-2003
- All non food specialist retailers: Latest trends
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- Figure 14: All non-food specalists: sales trends, 1998-2004
- Figure 15: All non food specialists, sales trends, 2003-04
- Chemists: latest trends
- Other market developments
- Books, newspapers and stationery: Latest trends
- E-commerce
- Grocers
- Market developments
- Floor coverings: Latest trends
- Market developments
- Photographic & optical goods, office supplies stores: Latest trends
- Recent developments
- Other
- Second hand goods stores: latest trends
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Sector News: Non-food Specialists
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- Company results
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- Figure 16: Latest full-year results: Books and music
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- Figure 17: Latest full-year results: Toys and games
- Figure 18: Latest full-year results: Sports goods
- Figure 19: Latest full-year results: Health and beauty
- Figure 20: Latest full-year results: Jewellery
- Mergers and acquisitions
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- Figure 21: Non-food specialists, recent mergers & acquisitions
- Books and music
- WH Smith
- Posts full year losses
- Retail sales down
- Focusing on edge-of-town outlets
- Current trading
- Completes sale of Hodder
- Tim Waterstone mulls WH Smith bid
- Suspends bid talks with Permira…
- …and reveals future plans
- Completes Asia Pacific sale
- Borders
- Robust performance
- Acquires Paperchase
- To expand store portfolio
- Business reorganisation
- Ottakar’s
- Steady growth for H1…
- …followed by encouraging current trading
- The Works
- Network expansion plans
- David Flatman
- Back to the black
- HMV
- Reports strong performance…
- …driven by the UK business
- Strong performance at Waterstone’s
- Worldwide expansion
- To offer store-based digital downloads?
- Current trading
- Virgin Megastores
- To invest £90m in the business
- Music Zone
- On an expansion trail
- Launches ‘Music Bug’ kiosks
- To launch bookstores
- Fopp
- Opens its largest store
- Apple
- iTunes launched
- Stationery and gifts
- Staples
- Acquires Office World UK
- Stationery Box
- To open two new stores
- Clinton Cards
- Profits surge
- Toys and games
- GAME
- Slips into the red
- Launches DVD concessions
- Acquires new sites
- Gamestation
- Developing its store portfolio
- Games Workshop
- Lifts full-year profits
- Toys “R” Us
- Mulling sale of international arm
- Warner Bros Studio Stores
- Goes into administration
- Discovery Store
- Rebrands stores
- Sports goods
- JD Group
- Recovery on track
- Store closures to continue
- Pentland to launch takeover bid?
- JJB Sports
- Group profits plunge…
- …hit by strong competition
- Focusing on larger store formats
- Takeover talks end
- Sports World
- To increase store portfolio
- adidas
- Developing the Performance chain
- Converse
- Opens its first UK outlet
- Sport-e
- Partners with SkySports
- Blacks Leisure
- Strong full-year results
- Store network expands
- Refurbishment programme continues
- Trading update
- Extreme Group
- Further expansion planned
- American Golf Discount Centre
- Bought out by LDC
- Roots
- Launches first UK store
- SweatyBetty
- Opens HOF concession
- Rohan
- Opening new stores
- Health and beauty
- Regulatory news
- Pharmacy licensing rules relaxed
- Boots
- Envisages rolling out more pharmacies
- Full-year sales ahead
- Healthcare sales driven by promotions
- International sales up
- Strengthening offer
- Investing on growth
- Trading update
- Sells non-core units
- The Body Shop
- Mixed performances
- UK l-f-l sales down
- Launches new design concept
- Acquires franchisees
- Introduces loyalty scheme
- Co-op Pharmacy
- Snaps up Welsh stores
- Alliance UniChem
- Retail profits soar
- Moss Pharmacy sales grow
- Moss acquires Joyce Morrison
- Appoints new Chief Executive
- Culpeper
- Investing on expansion
- Lush
- US expansion plans
- Fushi
- Seeking funds
- Ritual
- To launch in the UK?
- Optical and photographic goods
- Specsavers
- Acquires second Swedish chain
- Vision Express
- Launches advertising campaign
- Dollond & Aitchison
- Sees solid H1
- Jessops
- To float on the London Stock Exchange
- Jewellery
- Signet Group
- Impresses in first half
- Goldsmiths
- Stake acquired by Baugur
- MW Group
- Posts profits
- Theo Fennell
- Reports sales growth
- Partners with Debenhams
- Geraldonline
- Ratner returns to high street?
- Garden centres
- Wyevale
- Sells garden centres
- Posts soggy sales
- Dobbies Garden Centres
- Reports profit growth
- Blooms of Bressingham
- Wilting sales
- Miscellaneous
- Halfords
- Posts robust performance
- Extends store network
- Floats on the London Stock Exchange
- BAA
- To launch department stores?
- Posts sales increase
- Pets at Home
- Acquired by Bridgepoint Capital
- Beate Uhse
- Abandons UK market
- Harmony
- To open new store
Key Topic: Clothing Retailing in the UK
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- Introduction
- Sector value and trends
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- Figure 22: UK: Clothing specialists’ sales, 1998-2002
- Channels of distribution
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- Figure 23: UK: Clothing market – channels of distribution, 2003
- Clothing specialists
- Department and variety stores
- Home shopping
- Grocers
- ASDA
- Tesco
- Sainsbury’s
- Sports goods retailers
- Corporate activity
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- Figure 24: UK: Clothing retail sector, corporate activity, January 2003-August 2004
- Outlet and enterprise data
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- Figure 25: UK: Clothing specialists – Number of enterprises and outlets, 1998-2002
- Leading specialists
- Double digit sales growth for many in 2003
- Overseas retailers up their interests
- Weaker performers
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- Figure 26: UK: Leading specialist clothing retailers, 2003
- Market shares
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- Figure 27: UK: Leading clothing specialists’ market shares, 2002 and 2003
- Consumer research
- Where do consumers shop for clothing?
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- Figure 28: Outlets used for purchasing clothing in the last 12 months, May 2003 and June 2004
- Figure 29: Leading outlets used for purchasing clothing in the last 12 months, June 2004
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- Figure 30: Penetration of clothing shopping, by men and women, May 2003 and June 2004
- What consumers would like to see provided?
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- Figure 31: What consumers would like to see provided in clothing shops, 2002-04
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- Figure 32: What consumers would like to see provided in clothing shops, by gender, June 2004
- Prospects and forecasts
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- Figure 33: UK: Clothing specialists’ sales, 2003-08 (f)
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