Table of Contents
Analyst Comment
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- When is a downturn not a downturn?
- Some poor results
- But demand is still growing
- An interest rise
- What is actually happening?
The Month in UK Retailing
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- Convenience stores
- Morrison dissolves BP partnership
- Spar enters non-food arena
- Grocers
- Asda
- …unveils non-food details
- …drives on with pharmacy roll-out
- …and cuts more prices
- Sainsbury’s
- …makes progress in Q4
- …closes Meadowhall flagship
- …and extends healthy offering
- Somerfield
- …enters into bid talks
- …Tchenguiz named as potential suitor
- …as is Topland
- …while Baugur joins Tchenguiz consortium
- Lidl plans to double UK presence
- Morrisons delivers solid results
- Tesco
- …unveils expansion plans
- …plans DIY assault
- …and breaks £2bn barrier
- Tough trading at Whittard
- Clothing
- Allders loss hits Alexon
- Arcadia
- …invests in Topshop flagships
- …as Green eyes Etam acquisition
- …and clinches the deal
- Austin Reed returns to profitability
- Global expansion boosts Burberry
- H&M opens flagship store
- Joseph falters as bidders line up
- LK Bennett sale abandoned?
- Moss Bros outperforms in tough market
- Mothercare
- …returns to form
- …but halts refit programme
- Handbags drive Mulberry sales
- Core business delivers for Peacock
- Multi-sector
- GUS
- …reports strong trading
- …as Argos targets Index stores
- Laura Ashley battles to drive margins
- Troubles mount at Marks & Spencer
- Next urges caution despite results
- Woolworths
- …opens books to Apax
- …but announces pick and mix year
- …and Apax finally drops bid
- Department stores
- More Allders stores close
- Debenhams posts prolific first-half
- Harvey Nichols targets Russia
- HoF seals Jenners acquisition
- Sales slip at Beatties
- Merchant Retail leaves department store arena
- Liberty reports strong growth
- DIY
- Topps Tiles hopeful despite tough trading period
- Electricals
- Kesa sees profits surge
- Dixons
- …considers Link sale
- …and takes Eldorado stake
- Carphone Warehouse
- …makes digital play
- …launches mobile innovation
- …and is bullish on strong Q4
- Jessops revises sales growth figures
- Carpets
- Floors 2 Go ends takeover talks
- Furniture
- Orders up at ScS
- Home shopping
- Easter disappoints at Flying Brands
- Kleeneze bags sports firm
- QVC shipments pass landmark
Executive Appointments
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- Bertelsmann hires comms boss
- Benetton boosts retail team
- Kew appoints design head
- PC World appoints commercial marketing director
- Hoskins out at BFG
- Sainsbury’s hires Clegg for south role
- Debenhams poaches Office buyer
- Hugo Boss appoints head of retail
- New Look, new international boss
Product Development – Own-label Non-foods
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- Tesco
- Children's Ibuprofen Oral Suspension Sachets
- Deep Cleansing Lotion
- Multivitamins for Men's Health
- Colour Protecting Shampoo
- Refreshing Toner
- Glucosamine + Chondroitin Supplement
- Morrisons
- Odour Neutraliser
- Waitrose
- Coconut & White Cranberry Bath Crème
- Melon & Apple Bath Foam
- Honey & Almond Handwash
- Pink Grapefruit & Melon Glycerine Soap
- Quilted Ultra Soft Toilet Tissue
- Redcurrant & Cassis Shower Gel
Advertising News
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- New campaigns
- Tesco to push insurance
- Tesco highlights bargain blunder
- Sainsbury's sponsors ITV Drama Premieres
- George “makes an entrance”
- Morrisons Promotes Growing Presence In Scotland
- Spar and Teletext Holidays tie-up
- Londis £2m voucher give-away
- TK Maxx launches “One Upwomanship”
- Selfridges launches Vegas concept
- Virgin Megastores £500,000 loyalty card campaign
- Walgreens campaigns for designer fragrances
- Wal-Mart runs environmental ad campaign
- Home Depot, MLB sign sponsorship deal
- CVS to use CEW Awards for in-store marketing
- Account gains/losses
- Sainsbury's retains AMV
- HHCL/Red Cell steps down from the £10m Iceland task
- Boots dumps Tulchan Communications
- Carphone Warehouse hires WDMP
- HHCL loses Godiva pitch
Retail Advertising Review
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- Figure 1: Total advertising expenditure by all advertisers, February 2001-February 2002
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- Figure 2: Total advertising expenditure by all retail advertisers, February 2001-February 2002
- Use of media
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- Figure 3: Use of media by retail and all advertisers, February 2004 and February 2005
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- Figure 4: Adspend by type of media by retail and all advertisers, February 2004 and February 2005
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend, January-February 2005
- Nielsen Media Research/Definitions
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Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 6: Retail sales trends: March 2004-March 2005
- Figure 7: Non seasonally adjusted % value change on previous year, March 2004-March 2005
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- Figure 8: Seasonally adjusted % volume change on previous year, March 2004-March 2005
- Significant features of the latest ONS statistics
- Confederation of British Industry
- British Retail Consortium/KPMG
- Retail price inflation trends
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- Figure 9: Annual percentage change in retail price index for selected product groups: March 2004-March 2005
- Figure 10: Annual percentage change in retail price index for selected product groups: March 2004-March 2005
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
- The Footfall National Index (UK)
Sector Analysis – Non-Food Specialists
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- Sales trends
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- Figure 11: Non-food specialist retailers, sales trends, 1997-2005 Q1
- Figure 12: Non-food specialist retailers as % of all retail sales: 1997-2004
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, 2000-05 (Jan 1987=100)
- Breakdown of sales by sub-sector
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- Figure 14: Non-food specialists: Breakdown of sales by sub-sector, 1999-2005
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1999-2004
- Chemists: latest trends
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- Figure 16: Chemists and drugstores, 2004
- Books, newspapers & stationery: latest trends
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- Figure 17: Booksellers and stationers, 2004
- Floor coverings: latest trends
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- Figure 18: Floor coverings, 2004
- Photographic & optical goods, office supplies stores: latest trends
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- Figure 19: Photographic goods, 2004
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- Figure 20: Opticians, 2003
- Other: Latest trends
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- Figure 21: Sport and leisure
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- Figure 22: Traditional toys and games
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- Figure 23: Jewellers
Sector News Review – Non-Food Specialists
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- Books and stationery
- Borders
- …launches Express brand
- …and hires books boss
- Clintons expands into flowers
- Ottakar’s
- …culls senior management
- …and returns solid results
- Foyles in expansion drive
- New FD for WH Smith
- Sports and leisure goods
- JJB decline prompts rethink
- Health and beauty
- Boots
- …announces buy-back scheme
- …and sales are flat as it sheds healthcare arm
- …leaving Baker under pressure as GSK hovers
- Superdrug enters insurance market
- Jewellers
- Signet continues to shine
- Garden centres
- Larger format boosts Blooms
- Wyevale
- …appoints non-exec chairman
- …and announces full-year profit
- Food offer boosts Dobbies
- Newsagents
- Smile increases store portfolio
- Toys and games
- Game
- …ditches pilot stores
- …and confirms takeover approach
- Games Workshop warns on profits
- Gadget Shop
- …goes into administration
- …and folds with 600 job losses
- Miscellaneous specialists
- Halfords
- …announces Mcleod appointment
- …and posts healthy growth
Sector Advertising Review – Non-Food Specialists
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- Books and stationery retailers
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- Figure 24: Top five books & stationery retailers by adspend, February 2004 & February 2005
- Company analysis – WH Smith
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- Figure 25: WH Smith, media use by adspend and as share of total, February 2004 – February 2005
- Figure 26: WH Smith, top five brands by adspend, February 2005
- Sports and leisure goods retailers
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- Figure 27: Top ten sports & leisure goods retailers by adspend, February 2004 and February 2005
- Company analysis – JJB Sports
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- Figure 28: JJB Sports, media use by adspend and as share of total, February 2004-February 2005
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- Figure 29: JJB Sports, top five brands by adspend, February 2005
- Jewellers
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- Figure 30: Top five jewellers by adspend, February 2004 and February 2005
- Company analysis – Signet Group
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- Figure 31: Signet Group, media use by adspend and as share of total, February 2004-February 2005
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- Figure 32: Signet Group, top five brands by adspend, February 2005
- Garden centres
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- Figure 33: Top five garden centres by adspend, February 2004 and February 2005
- Company analysis – Wyevale Garden Centres
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- Figure 34: Wyevale Garden Centres, media use by adspend and as share of total, February 2004-February 2005
- Chemists (health & beauty retailers)
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- Figure 35: Top five chemists by adspend, February 2004 & February 2005
- Company analysis – Superdrug
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- Figure 36: Superdrug, media use by adspend and as share of total, February 2004-February 2005
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- Figure 37: Superdrug, top five brands by adspend, February 2005
- Toys and games retailers
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- Figure 38: Top five toys & games retailers by adspend, February 2004 & February 2005
- Company analysis – Game Digital
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- Figure 39: Game Digital, media use by adspend and as share of total, February 2004-February 2005
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- Figure 40: Game Digital, brands by adspend, February 2005
- Nielsen Media Research/ Definitions
Report Focus – Non-Foods in Grocery Multiples
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- Diversity in product base
- Retail sales at food retailers
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- Figure 41: Retail sales through predominantly food stores, at current and constant 2000 prices, 2000-04
- Overall consumer spending
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- Figure 42: Detailed breakdown of final household consumption expenditure, at current prices, 2000-04
- Retail sales of non-foods
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- Figure 43: Estimated sales of selected non-food catergories in grocery multiples, at current prices 2000-04
- Retailers and non-foods
- Tesco
- Asda
- J Sainsbury
- Wm Morrisons/Safeway
- Consumers and non-food shopping
- Key findings
- Where consumers shop
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- Figure 44: Source of main grocery shopping, January 2005
- Consumers non-food buying habits at their primary supermarket
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- Figure 45: Non-food items bought from main supermarket in the last 12 months, by main store used for groceries, January 2005
- Asda is top dog in non-foods
- Tesco not far behind
- Others
- Selected consumer breakdown
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- Figure 46: Non-food items bought from main supermarket in the past 12 months – clothing, cosmetics and fragrances, by presence of children, lifestage and ABC1 families, January 2005
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- Figure 47: Non-food items bought from main supermarket in the past 12 months – home entertainment and electrical items, by genedr, age, socio economic group and region, January 2005
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- Figure 48: Non-food items bought from main supermarket in the past 12 months – cookware/kitchen, home furnishings, seasonal products and toys by presence of children and selected Mintel Special Groups, January 2005
- Consumer turn ons
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- Figure 49: Factors most likely to encourage purchasing of non-food items in supermarkets, January 2005
- Future forecast
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- Figure 50: Forecast sales of selected non-food catergories in grocery multiples, 2004-10
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