Table of Contents
Analyst Comment
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- Carrefour-Tesco
- A bid waiting to happen?
- But there is some logic to it
- Mergers aren’t easy
- Management conflict
- One plus one = one
Retail Review
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- Food and drink
- Tesco
- Launches music download service
- ASDA
- Reports sales growth
- Launching new George standalones
- To extend Extra Special range
- Sainsbury’s
- First half profits fall
- Sells HQ
- Further takeover speculation
- Morrisons
- Divests two more stores
- The Big Food Group
- H1 profits plunge
- Iceland refits continue
- Updates on Baugur bid
- Malcolm Walker to return
- Waitrose
- To extend non-food range
- Somerfield
- Issues trading update
- Reopening Scottish distribution centre
- Launches ‘Progressive Mixed’ concept
- Cooltrader
- To launch own label?
- Mills Group
- Focusing on fresh food
- Le Riche
- Launches self-scanning system
- Booths
- Profits surge
- Scotmid
- Reports profit growth
- Midlands Co-op
- Acquires Metro stores
- Oxford, Swindon & Gloucester Co-op
- Opens first self-checkout store
- Anglia Co-operative Society
- Acquires department stores
- Unwins
- Close to a deal?
- Jeroboams
- Acquires La Réserve
- Majestic Wine
- First half sales ahead
- Strong current trading
- Clothing & footwear
- Peacock Group
- Unveils strong H1 results
- Like-for-like sales up
- Primark
- Reports robust performance
- Trading space extended
- Expanding to Spain?
- Matalan
- Half year profits ahead
- Retail sales ahead
- “Encouraging” current trading
- MK One
- Acquired by Baugur
- Monsoon
- Opens Kings Road store
- Jaeger
- To target younger customers?
- Hobbs
- 3i acquire majority control
- Phase Eight
- Acquired by Barclays Private Equity
- French Connection
- Issues downbeat trading statement
- Suppliers call for return to basics
- H&M
- Teams up with Karl Lagerfeld
- Etam
- Launches Amelie May
- Bank
- Increasing trading space
- Ben Sherman
- New stores scheduled for 2005
- Burberry
- Reports group sales growth
- UK sales “subdued”
- Launches share buy-back scheme
- Hackett
- International expansion plans
- Marchpole Holdings
- Reports upbeat half year results
- Mothercare
- Turnaround on track…
- …driven by store refits
- Opens first store in Romania
- Natalys
- To expand to the UK
- Bratz
- Planning new store openings
- Shoe Studio Group
- Considering Rubicon bid?
- Qube
- Receives £40m boost
- Russell & Bromley
- Reports profit slump
- Jimmy Choo
- Equity firms acquire majority stake
- Kate Kuba
- Expansion plans
- Electrical goods
- Dixons Group
- Sales growth slows down
- UK like-for-like sales up
- International operations perform well
- The Carphone Warehouse
- Rings up record results
- Apple
- Launches first European store
- Furniture and homewares
- MFI
- Trading improves
- To face takeover bid?
- Courts
- Seeking administrators
- Reports losses
- Kingdom of Leather
- To be rebranded?
- New Heights
- Receives cash injection
- Carpetright
- Lifts sales
- ScS Upholstery
- Profits surge
- Books and music
- Borders
- Partners with Amazon
- Blackwell’s
- To sell stores?
- Stationery and gifts
- WH Smith
- Replaces Chairman
- Clinton Cards
- Launches Birthdays acquisition bid
- Past Times
- Planning concessions
- Sports goods
- JD Sports
- To open Ecko standalone stores
- Blacks Leisure
- Boosted by wet weather
- Extends store network
- Chief Executive to retire
- Jewellery
- Signet Group
- Lifts profits
- Health and beauty
- Boots
- Profits plunge
- Looking for recovery
- To extend childrenswear offer
- Miscellaneous
- Interflora
- In talks with 3i
- Hustler Hollywood
- Opens UK store
On The Move
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- Adams Childrenswear
- ASDA
- Boots
- Kesa Electricals
- Laura Ashley
- Magnet
- Out of This World
- Sainsbury’s
- Shop Direct
- Somerfield
- Stella McCartney names new CEO
- The Co-operative Group
- Thresher Group
- Wyevale
Retail Market Analysis
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- Retail sales trends
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- Figure 1: Retail sales trends: October 2003-October 2004
- Figure 2: Retail sales trends: October 2003-October 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: October 2003-October 2004
- Figure 4: Annual percentage change in retail price index for selected product groups: October 2003-October 2004
- The Footfall National Index (UK)
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- Figure 5: FootFall shopping centre index (UK), October 2004
- Matrix
- Volume
- Value
Sector Analysis – Mixed Goods
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- Figure 6: Mixed goods: Sales trends, 1996-2004
- Figure 7: Mixed goods: Sale trends Index, 1996-2004
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- Figure 8: Home shopping: Sales trends, 1996-2004
- Figure 9: Home shopping: Sale trends index, 1996-2004
- Retail price inflation
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- Figure 10: Indices of retail prices for selected product categories, 2000-04
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- Figure 11: Monthly inflation rates for selected product categories, May 2003-April 2004
- Breakdown of sales by sub-sector
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- Figure 12: Mixed goods and home shopping: Breakdown of sales by sub-sector, 1998-2004
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- Figure 13: Mixed goods and home shopping: breakdown of sales by sub-sector, as % of total, 1998-2004
- Consumer expenditure
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- Figure 14: Consumer expenditure on selected product categories, 1997-2003
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- Figure 15: Consumer expenditure on selected product categories, 1997-2003
- Mixed goods retailers: Latest trends
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- Figure 16: Mixed good retailers: Sale trends, 1997-2004
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- Figure 17: All mixed goods retalers: Sales trends, 1998-2004
- Large mixed goods retailers: Latest trends
- Small mixed goods retailers: Latest trends
- Mail order houses: Latest trends
- Other non-store retailers: Latest trends
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Sector News – Mixed Goods
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- Company results
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- Figure 18: Latest full-year results – Mixed goods retailers
- Mergers and acquisitions
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- Figure 19: Mixed goods retailers – recent mergers & acquisitions
- Mixed goods
- Marks & Spencer
- Profits continue to slide
- To trial new food store design
- FSA closes M&S’ share trading case
- To outsource e-commerce division?
- Announces operational review
- Simplifying offer…
- …and reducing product lines
- Sells M&S Money
- Lifestore format discontinued
- Eyeing China and Russia?
- Reports less-than-impressive FY results
- Woolworths
- Developing new superstore model
- Launches chart download service
- Reduces losses
- Flat l-f-l sales
- Extends supply agreement with Tesco
- Bhs
- Unveils strong results
- Opens new Moscow store
- Brown & Jackson
- Narrows losses
- Wilkinson
- Sales up
- B&M Retail
- To introduce fresh sandwich range
- To introduce Payzone?
- The Original Factory Shop
- Bought out by management team
- 99p Stores
- Receives backing by Barclays Ventures
- Your More Store
- Falls into administration
- Tchibo
- To launch Somerfield concessions.
- Muji
- To open new London stores
- Index
- Expansion plans
- Department stores
- John Lewis Partnership
- To anchor Portsmouth development
- Cutting jobs?
- Reports upbeat H1 results
- Debenhams
- Profits doubled
- Smaller format launch on schedule
- To launch in Russia?
- To anchor Bury St Edmunds development
- Allders
- Reports full year results
- House of Fraser
- Losses reduced
- Tom Hunter sells stake
- Harrods
- Triples sales
- Runs promotional event
- Selfridges
- Looking for brand acquisitions
- Harvey Nichols
- Planning to enter the Republic of Ireland
- Fortnum & Mason
- Launches food-hall in Tokyo
- Exiting womenswear
- James Beattie
- Appoints new CEO
- Slips into the red
- Beales
- Issues trading update
- Hit by competitors’ discounting
- To launch home furnishings range
- TJ Hughes
- Expansion plans
- JR Taylor
- Changes hands
- Multi-sector
- GUS
- Impressive first half results
- Like-for-like sales rise
- Floats Lewis
- Reports profits surge
- Argos registers strong performance
- Homebase like-for-like sales up
- Littlewoods
- Like-for-like sales up
- Merchant Retail Group
- Issues upbeat first half statement
- Like-for-like sales up at The Perfume Shop…
- …while competition hits De Gruchy
- Sells Joplings department stores
- Strong 2003/04
- Department stores’ sales decline
- Home shopping
- N Brown
- Acquires House of Bath
- Sees sales slump
- Online sales grow
- Flying Brands
- Reports interims
- Findel
- Delivers strong sales
- ASOS
- In the black
- Upbeat trading update
- La Redoute
- Reports sales growth
- Figleaves
- Breaks even
- Exclusive J-Lo retailer
- M&M Sports
- ECI acquires M&M Sports
- price-drop.tv
- Planning expansion
Key Topic – Christmas 2004
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- Key points
- Introduction
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- Figure 20: Retail sales trends in 2003
- How much do we spend?
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- Figure 21: December Retail Sales by type of retailers, 2003
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- Figure 22: Extra spending due to Christmas, 2003
- Prospects
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- Figure 23: All retail sales – year on year growth, 2004
- Consumer research
- What we are going to buy – another high-tech Christmas?
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- Figure 24: Christmas product purchasing intentions, overview, 2001-04
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- Figure 25: Christmas product purchasing intentions, 2004
- Figure 26: Christmas product purchasing intentions (continued), 2004
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- Figure 27: People intending to buy jewellery by age, Christmas 2004
- Figure 28: Spending plans for those with children, 2004
- Will we spend more or less?
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- Figure 29: Spending intentions at Christmas, 2001-04
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- Figure 30: Difference between those planning to spend more and those planning to spend less, 2000-04
- Figure 31: Spending intentions by detailed Socio-economic background, 2004
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- Figure 32: Difference between those planning to spend more and those planning to spend less, by age, 2004
- How much will we spend?
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- Figure 33: How much will consumers spend at Christmas, 2000-04
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- Figure 34: Spending intentions by socio, demographic breakdowns, 2004
- Figure 35: Planned Christmas spending by age group, 2004
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- Figure 36: Expected Spending at Christmas for particualr groups, 2004
- Where will you shop?
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- Figure 37: Planned shopping locations this Christmas, 2002-04
- Figure 38: Planned shopping locations this Christmas by socio-demographic profile, 2004
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- Figure 39: Planned shopping locations this Christmas by socio-demographic profile, 2004 (continued)
- Attitudes
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- Figure 40: Consumer attitudes to Christmas spending, 2001-04
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- Figure 41: Consumer attitudes towards Christmas spending by socio-demographic breakdowns, 2004
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- Figure 42: Consumer attitudes towards Christmas spending by socio-demographic breakdowns, 2004 (continued)
- Christmas shopper typologies
- Cluster 1 – Enjoyers (33% of sample)
- Cluster 2 – Budget buyers (22% of sample)
- Cluster 3 – Apathetic (25% of sample)
- Cluster 4 – Overspenders (20% of sample)
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