Table of Contents
Analyst Comment
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- Christmas 2004
- Time to explode a few myths
- Mintel market research
- More cautious consumers
- Retail sales data
- The companies
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- Figure 1: Christmas period sales growth, 2004
- Winners
- Losers
- Ipods
- Online retailers
- Mainstream electricals
- Fashion
- Food retailers
- Other companies
- Outlook
Retail Review
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- Bakers
- Greggs serves up success
- Thorntons' festive sweet tooth
- Grocers
- Asda
- …opens biggest George store
- …repositions Good for You!
- …reports record Christmas
- …signs up Sharon Osbourne
- …launches health offensive
- …gets Smart on fruit and veg
- …expands as Living hits form
- Sainsbury’s
- …Carrefour takeover on the cards?
- …joins supermarket revamp war
- …to cut clothing prices
- …blushes spared by petrol sales
- Tesco
- …roars ahead at Christmas
- …named as cheapest supermarket
- …as it unveils £80m price cuts
- …to roll out non-food stores
- …undercuts CD prices
- …and even Tesco Mobile rings up success
- Somerfield
- …no festive cheer
- …but set to deliver to business
- Wm Morrison: troubled times
- Whittard sales dry up
- BFG sale gets shareholder go ahead
- Julian Graves to sponsor health series
- Off-licences
- Majestic cheers in the new year
- DM in pole to buy Unwins
- Footwear
- Faith
- …acquired by Bridgepoint
- …and sees standalone strategy pay off
- Office marches on after takeover
- Topshop Shoes aims high
- The LK Bennett saga
- …results boost sale possibilities
- …interesting the reported bidders?
- Mixed goods retailing
- Tough Christmas forces B&J to face reality
- Multi-sector retailing
- Marks & Spencer
- …suffers slow festive trading
- …unveils spring collection
- …and launches biggest ever sale
- …launches Simply Food in NI…
- …signs Honor Blackman
- …and says goodbye to the Gateshead lifestyle
- John Lewis
- …holds its ground in early December
- …(boosted by Waitrose sales)
- …then gets a little more positive
- …but reveals a pre-Christmas slump
- …and finally reports a “tough” December
- …but shoppers flock to the sale
- …meaning some growth
- …but not much
- …in the meantime, Waitrose serves up cause to celebrate …
- …and unveils broadband prices
- GUS
- …to receive bid approach?
- …Argos delivers
- Tough times at Laura Ashley
- Merchant Retail grows steadily
- Merchant makes Joplings disposal
- Department and variety stores
- Christmas sales flat at Woolworths
- Allders
- …goes up for sale
- …Primark to bid?
- …Terry Green won’t
- Beales’ profits hit the skids
- Debenhams
- …hints at Christmas triumph
- …to launch Betty Jackson collection
- Fortnum & Mason reveals flat sales
- House of Fraser
- …tough trading
- …but it secures leaseback deal
- Merchant makes Joplings disposal
- Liberty reports festive success
- DIY retailing
- Kingfisher plans Asian expansion
- Wickes
- …Travis seals takeover
- …after Wolseley had declared interest
- Topps Tiles sales boost
- Electrical retailing
- Darty sparks Kesa growth
- Dixons records festive growth
- Christmas cracker at Carphone Warehouse
- Jessops
- …reports healthy full-year growth
- …and enjoys a successful Christmas
- Music and video goods
- Virgin drops Xpress fascia
- HMV
- … enters download market
- …and is on song at Christmas
- Carpet, furniture and homewares retailing
- Carpetright bullish on strong first half
- Floors 2 Go receives bid approach
- Courts
- …management mulls bid
- …with a break-up looking likely
- …but a lack of offers put its future in doubt
- Dreams claims top spot
- Home shopping
- Amazon launches DVD rental service
- …and reassures on Christmas orders
- Founders to float Ocado
- ASOS hits the heights
- Ideal Shopping receives sales boost
- EeZee money for Kleeneze
- JD Williams stepping out
- Health and beauty retailing
- Boots
- …enjoys bumper Christmas
- …looks to boost coffers from store scheme
- …poised for low-carb launch
- …joins online DVD rental fray
- …revamps No7 brand
- …and backtracks on sex toy plans
- Sephora checks out
- Body Shop tastes festive success
- Book and stationery retailing
- Birthdays takeover gets green light
- Christmas sales edge up at Clintons
- Ottakar’s issues profit warning
- Founder eyes Waterstone's takeover
- WH Smith
- …allays City pre-Christmas concerns
- …and improves profitability
- Sports and leisure goods retailing
- Late rush rescues Blacks
- JJB feels the chill
- John David Group
- …boosts fashion offering
- …as rationalisation strategy pays dividends
- Jewellers
- Signet unveils sparkling figures
- Goldsmiths boosted by last minute rush
- Theo Fennell
- …concessions doing well
- …but there’s a profits warning
- Garden centres
- Blooms fails to blossom over Christmas
- Wyevale
- …clips back portfolio
- …while sales grow
- Toys and games retailing
- PS2 shortage hits Game
- GW reports profits decline
- Hamleys bucks tough conditions
- Entertainer shelves expansion plans
- Miscellaneous specialist retailing
- Interflora
- …rebels vow to fight 3i takeover
- …but lose out as bid gets backing
On The Move
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- Aspinall joins Fortnum & Mason
- Co-op
- …appoints food retail chief
- …and home stores manager
- New MD for Costco UK
- Sainsbury’s appoints trading chief
- New Look
- …appoints Debenhams’ Marchant
- …and gets a new chairman
- Ottakar’s nets new CFO
- Yusuf takes helm at East
- Woolworths FD off to Whitbread
- Virgin’s Wesson steps down
- Laura Ashley boss resigns
Product Launches
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- Sainsbury
- Tesco
- Waitrose
- Boots
Advertising News
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- Clothing
- Department stores
- Co-ops
- Health and beauty
- DIY
- Books and stationery
- Home shopping
Retail Advertising Review
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- Food retailers
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- Figure 2: Food retailers, total main media adspend, by outlet type, November 2004
- Sainsbury’s
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- Figure 3: Sainsbury’s, adspend by outlet type, November 2004
- Figure 4: Sainsbury’s, top five brands by adspend, November 2004
- Tesco
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- Figure 5: Tesco, adspend by outlet type, November 2004
- Figure 6: Tesco, top five brands by adspend, November 2004
- Asda
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- Figure 7: Adsa, adspend by outlet type, November 2004
- Figure 8: Asda, top five brands by adspend, November 2004
- Morrison’s
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- Figure 9: Morrison’s, adspend by outlet type, November 2004
- Figure 10: Morrison’s, top five brands by adspend, November 2004
- Clothing and Footwear Retailers
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- Figure 11: Clothing & footwear retailers, total main media adspend, by outlet type, November 2004
- Arcadia
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- Figure 12: Arcadia, adspend by outlet type, November 2004
- Figure 13: Arcadia, adspend by fascia, November 2004
- Marks & Spencer
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- Figure 14: Marks & Spencer, adspend by outlet type, November 2004
- Figure 15: clothing brands/adspend, November 2004
- Bhs
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- Figure 16: Bhs, adspend by outlet type, November 2004
- Figure 17: Bhs, clothing brands/adspend, November 2004
- Matalan
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- Figure 18: Matalan, adspend by outlet type, November 2004
- Figure 19: Matalan, brands/adspend, November 2004
- Next
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- Figure 20: Next, adspend by outlet type, November 2004
- Figure 21: Next, brands/adspend, November 2004
- Department store and mixed goods retailers
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- Figure 22: Department store & mixed goods retailers, total main media adspend, by outlet type, November 2004
- Argos
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- Figure 23: Argos, adspend by outlet type, November 2004
- Figure 24: Argos, top five brands by adspend, November 2004
- Woolworths
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- Figure 25: Woolworths, adspend by outlet type, November 2004
- Figure 26: Woolworths, top five brands by adspend, November 2004
- Debenhams
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- Figure 27: Debenhams, adspend by outlet type, November 2004
- Figure 28: Debenhams, top five brands by adspend, November 2004
- John Lewis
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- Figure 29: John Lewis, adspend by outlet type, November 2004
- Figure 30: John Lewis, top five brands by adspend, November 2004
- Allders
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- Figure 31: Allders, adspend by outlet type, November 2004
- Figure 32: Allders, top five brands by adspend, November 2004
- House of Fraser
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- Figure 33: House of Fraser, adspend by outlet type, November 2004
- Figure 34: House of Fraser, top five brands by adspend, November 2004
- Electrical retailers
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- Figure 35: Electrical retailers, total main media adspend, by outlet type, November 2004
- Currys
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- Figure 36: Currys, adspend by outlet type, November 2004
- Figure 37: Currys, top five brands by adspend, November 2004
- Comet
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- Figure 38: Comet, adspend by outlet type, November 2004
- Figure 39: Comet, top five brands by adspend, November 2004
- Dixons
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- Figure 40: Dixons, adspend by outlet type, November 2004
- Figure 41: Dixons, top five brands by adspend, November 2004
- Powerhouse
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- Figure 42: Powerhouse, adspend by outlet type, November 2004
- Figure 43: Powerhouse, top five brands by adspend, November 2004
- Furniture retailers
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- Figure 44: Furniture retailers, total main media adspend, by outlet type, November 2004
- DFS
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- Figure 45: DFS, adspend by outlet type, November 2004
- Figure 46: DFS, brands/adspend, November 2004
- Carpetright
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- Figure 47: Carpetright, adspend by outlet type, November 2004
- Figure 48: Carpetright, top five brands by adspend, November 2004
- Ikea
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- Figure 49: Ikea, adspend by outlet type, November 2004
- Figure 50: Ikea, top five brands by adspend, November 2004
- Homestyle Group
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- Figure 51: Homestyle, adspend by outlet type, November 2004
- Figure 52: Homestyle, adspend by fascia, November 2004
- MFI
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- Figure 53: MFI, adspend by outlet type, November 2004
- Figure 54: MFI, top five brands by adspend, November 2004
- Courts
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- Figure 55: Courts, adspend by outlet type, November 2004
- Figure 56: Courts, brands/adspend, November 2004
- DIY retailers
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- Figure 57: DIY retailers, total main media adspend, by outlet type, November 2004
- B&Q
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- Figure 58: B&Q, adspend by outlet type, November 2004
- Figure 59: B&Q, top five brands by adspend, November 2004
- Homebase
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- Figure 60: Homebase, adspend by outlet type, November 2004
- Figure 61: Homebase, top five brands by adspend, November 2004
- Focus
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- Figure 62: Focus, adspend by outlet type, November 2004
- Figure 63: Focus, top five brands by adspend, November 2004
- Topps Tiles
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- Figure 64: Topps Tiles, adspend by outlet type, November 2004
- Figure 65: Topps Tiles, brands/adspend, November 2004
- Books, music and stationery retailers
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- Figure 66: Books, music & stationery retailers, total main media adspend, by outlet type, November 2004
- WH Smith
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- Figure 67: WH Smith, adspend by outlet type, November 2004
- Figure 68: WH Smith, top five brands by adspend, November 2004
- HMV
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- Figure 69: HMV, adspend by outlet type, November 2004
- Figure 70: HMV, top five brands by adspend, November 2004
- Virgin Megastores
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- Figure 71: Virgin Megastores, adspend by outlet type, November 2004
- Figure 72: Virgin Megastores, top five brands by adspend, November 2004
- Waterstone’s
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- Figure 73: Waterstone’s, adspend by outlet type, November 2004
- Figure 74: Waterstone’s, top five brands by adspend, November 2004
- Toys and games retailers
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- Figure 75: Toys & games retailers, total main media adspend, by outlet type, November 2004
- Toys 'R' Us
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- Figure 76: Toys 'R' Us, adspend by outlet type, November 2004
- Figure 77: Toys 'R' Us, top five brands by adspend, November 2004
- Game
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- Figure 78: Game, adspend by outlet type, November 2004
- Figure 79: Game, top five brands by adspend, November 2004
- Early Learning Centre
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- Figure 80: Early Learning Centre, adspend by outlet type, November 2004
- Figure 81: Early Learning Centre, brands/adspend, November 2004
- Sports goods retailers
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- Figure 82: Sports goods retailers, total main media adspend, by outlet type, November 2004
- JJB Sports
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- Figure 83: JJB Sports, adspend by outlet type, November 2004
- Figure 84: JJB Sports, top five brands by adspend, November 2004
- Foot Locker
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- Figure 85: Foot Locker, adspend by outlet type, November 2004
- Figure 86: Foot Locker, brands/adspend, November 2004
- Blacks
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- Figure 87: Blacks, adspend by outlet type, November 2004
- Figure 88: Blacks, brands/adspend, November 2004
- Decathlon
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- Figure 89: Decathlon, adspend by outlet type, November 2004
- Figure 90: Decathlon, brands/adspend, November 2004
- JD Sports
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- Figure 91: JD Sports, adspend by outlet type, November 2004
- Figure 92: JD Sports, brands/adspend, November 2004
- Jewellery retailers
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- Figure 93: Jewellery retailers, total main media adspend, by outlet type, November 2004
- Ernest Jones
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- Figure 94: Ernest Jones, adspend by outlet type, November 2004
- Figure 95: Ernest Jones, top five brands by adspend, November 2004
- H Samuel
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- Figure 96: H Samuel, adspend by outlet type, November 2004
- Figure 97: H Samuel, brands/adspend, November 2004
- Goldsmiths
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- Figure 98: Goldsmiths, adspend by outlet type, November 2004
- Figure 99: Goldsmiths, top five brands by adspend, November 2004
- Health and beauty retailers
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- Figure 100: Health and beauty retailers, total main media adspend, by outlet type, November 2004
- Boots The Chemist
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- Figure 101: Boots The Chemist, adspend by outlet type, November 2004
- Figure 102: Boots The Chemist, top five brands by adspend, November 2004
- Superdrug
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- Figure 103: Superdrug, adspend by outlet type, November 2004
- Figure 104: Superdrug, top five brands by adspend, November 2004
- Body Shop
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- Figure 105: Body Shop, adspend by outlet type, November 2004
- Figure 106: Body Shop, brands/adspend, November 2004
Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 107: Retail sales trends: December 2003-December 2004
- Figure 108: Non seasonally adjusted % value change on previous year, Dec 2003-Dec 2004
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- Figure 109: Seasonally adjusted % volume change on previous year, Dec 2003-Dec 2004
- Significant features of the latest ONS statistics
- Confederation of British Industry
- British Retail Consortium/KPMG
- Retail price inflation trends
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- Figure 110: Annual percentage change in retail price index for selected product groups: December 2003-December 2004
- Figure 111: Annual percentage change in retail price index for selected product groups: Dec 2003-Dec 2004
- RPI
- CPI
- British Retail Consortium: Shop Price Index
- The Footfall National Index (UK)
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- Figure 112: FootFall shopping centre index (UK), January 2001-December 2004
Sector Analysis: Clothing and Footwear
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- Clothing and footwear
- Sales trends
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- Figure 113: Clothing & footwear retailers: Sales trends, 1996-2003
- Figure 114: Clothing and footwear retailers as % all retail sales: 1994-2004
- Figure 115: Indices of retail prices for product categories (clothing and footwear), 1987-Dec 2004
- Sales by sub-sector
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- Figure 116: Breakdown of clothing retailers’ sales by sub-sector, 1994-2005
- Figure 117: Clothing sales: channels of distribution, 2003
- Consumer expenditure
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- Figure 118: Consumer expenditure on selected product categories, 1995-2004
- Forecast
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- Figure 119: UK clothing specialists, relative performance, 1999-2008 (f)
- Latest trends
- Clothing retailers:
- Footwear retailers
Sector News: Clothing and Footwear
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- Clothing and footwear
- M&S posts trading update and trims management
- Arcadia enjoys strong profit growth
- Bhs lifts FY profits
- Burberry reports strong H1…
- …followed by a solid Q3
- Stylo makes steps towards profitability
- French Connection l-f-l sales down
- Profits suit Moss Bros
- Promising results from Matalan…
- ...heading towards fulfilment?
- …amid a bid for Lee Cooper
- Mulberry in vogue over Christmas
- New Look
- …gets a new look
- …and sees strong pre-Christmas trading
- …boosted by denim and fake fur
- Peacock sees jump in profits…
- …followed by some less good news from Bonmarché
- Profits surge at Primark
- Strong Christmas trading at Ted Baker…
- …after a handsome summer
- ASOS surges into the black
- JD Group recovery on track…
- …while profits plunge at JJB Sports
- Acquisition hampers Jacques Vert
- Pilot plummets into the red…
- …and then into administration
- Profits surge at Marchpole
- Monsoon enjoys festive success…
- …and storms into the new year
- Mothercare on recovery track…
- …but then there’s a hitch
- Austin Reed core sales increase
- Rampant Christmas for Ann Summers
- Mixed fortunes at Alexon
- Baugur to acquire MK One
- Hobbs and 3i enter final stages of bid talks
- Barclays Private Equity to buy Phase Eight?
- Joseph to be taken over?
- SSG eyeing Rubicon?
- Etam UK's future in the balance
- ASDA to expand George store network
- Hackett planning international expansion?
- Tom Hunter to extend Qube network
- Harvey Nichols to enter ROI
- Paul Smith to open second flagship
- Reiss plans global expansion
- Next clearance sale disappoints
Focus: Greetings Cards and Stationery Retailers
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- Market overview, trends and retail shares
- Greetings cards market
- Retail environment
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- Figure 120: Distribution of greetings cards, by selected outlet type, 2001-04
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- Figure 121: Distribution of greetings cards by outlet type, 2002 and 2004
- Stationery market
- Retail environment
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- Figure 122: Distribution of personal stationery, by selcted outlet type
- Figure 123: Distribution of personal stationery, by outlet type, 2002 and 2004
- Consumer research
- Non-specialists and the consumer
- CTNs
- Specialists and the consumer
- Stationery retailers and the consumer
- Non-specialists
- Stationery superstores
- Specialists
- Grocers
- Where we buy
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- Figure 124: Where consumers bought writing instruments and/or stationery in the last 12 months, by demographic sub-group, September 2004.
- More trends and possibilities
- Scope for fashionable stationery boutiques in the cities?
- Are the stationers capturing Woolworths’ core customers in the North West?
- Other specialist stationery retailers
- Mid-market tabloid readers are inclined to shop at newsagents/Post Offices
- Stationery Box is vulnerable to intensifying competition from supermarket chains
- Scope for Tesco to develop online sales
- Consumers’ needs
- Clearer pricing
- Interest in added services?
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- Figure 125: What consumers would like to see – a summary, September 2004
- Give men a fast track shopping experience
- More variety and clearer pricing for women
- Women enthusiastic about new ideas
- Fun for the young
- More customising for 20-24s
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- Figure 126: What consumers would like to see, by gender, age and socio-economic group, September 2004
- Industry insight
- Market overview
- Women are key
- How consumers shop for greeting cards
- The future
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