Table of Contents
Analyst Comment
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- The retail scene is changing
- Retail sales growth slowing
- Patterns
- The end of the boom
The Month in UK Retailing
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- Bakers (retail)
- Greggs cooks up decent return
- Co-ops (retail)
- Co-op
- …profits halve
- …while United moves for Somerfield
- Convenience stores
- Sainsbury’s
- …acquires SL Shaw
- …and backs up existing chains
- Somerfield case may change C-store environment
- Grocers
- Asda
- …ponders Somerfield bid
- …and attacks the non-food market
- …upping its mobile offering
- …and changing its pricing strategy
- Sainsbury’s gets fresh…
- …with Fresh TV
- …and fresh campaign
- …as Oliver boosts organic sales
- …and revival plan finally kicks in
- Morrisons
- …cashes in on Safeway stores
- …but sees no let up in its fortunes
- Somerfield
- …sales dip
- …but food ranges grow
- Tesco
- …rejects traffic light system
- …and goes for digital warfare
- …as it considers housing market
- …and looks to buy Cherokee
- Clothing retailing
- Actif issues profits warning
- Sunnucks eyes UK for Gap expansion
- Eisenegger team buys remaining stores
- Ciro Citterio in liquidation
- Monsoon buys Etam stores
- Fat Face
- …sold to Advent
- …and heads down under
- FCUK recovery on ice
- Moss Bros looks to home shopping channels
- Onward and upward for Joseph
- Mosaic to float on Icex
- Matalan
- …recent dip takes shine off results
- …but finally offloads Lee Cooper
- …and considers comeback via electricals
- Mothercare stays on target
- New Look outlines refinancing plans
- Sales rocket at Hobbs
- Primark turns in strong performance
- Footwear retailing
- Stylo returns in style
- Multi-sector retailing
- GUS
- …buys LowerMyBills.com
- …and sells Lewis stake
- HMV held back by Waterstones
- Marks & Spencer
- …plans womenswear push
- …overhauls menswear
- …and develops online offering
- Next figures slide
- DIY retailing
- Kingfisher
- …makes Chinese acquisition
- …as Permira circles
- Electrical retailing
- Consumer slowdown hurts Dixons
- Music and video goods retailing
- Supermarkets stunt Virgin profits
- Carpet retailing
- Carpetright sees sales slip
- Cracks appear at Floors 2 Go
- Furniture retailing
- Homestyle in refinancing deal
- MFI closes Hygena concessions
- ScS posts impressive H1
- Home shopping
- Kleeneze hampered by Farepak
- Findel heralds strong year
- Door-to-door weighs down N Brown
- Health and beauty retailing
- Superdrug makes healthy investment
- Body Shop returns impressive results
- Book and stationery retailing
- Birthdays boosts Clinton Cards
- Recent form boosts Ottakar’s
- WH Smith returns to profits
- Sports and leisure goods retailing
- Blacks posts decent growth
- JJB to fight on over price fixing fines
- JD receives approach as profits jump
- Jewellers
- US offsets UK slump for Signet
- Garden centres
- Blooms grows into profit
- Spring comes early at Wyevale
- Toys and games retailing
- Game posts profit but bid talks end
- Miscellaneous specialist retailing
- Earnings rocket at Pets at Home
Executive Appointments
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- Alexon chairman to quit post
- Evans leaves Littlewoods LX Direct
- JD founder scales back role
- Marks & Spencer
- …Myners tries to cling on at M&S
- …but Burns eventually appointed
- Matalan may split top job
- New MD for Capper & Co.
- Co-op boss in early exit
- Sainsbury’s
- …appoints first dedicated book buyer
- …backs up convenience plans
- …and sees Nelson quit
- Tesco hunts for One Stop boss
Product Development
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- Sainsbury’s
- Boots
- Marks & Spencer
- Tesco
- Morrisons
Advertising News
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- New campaigns
- Morrisons pushes health & beauty
- Sainsbury's
- …embraces GI
- …ditches “life” slogan
- …launches Fresh TV
- …and launches fresh campaign
- Tesco signs Radcliffe
- Peacocks extends loyalty scheme
- JD Sports signs partnership deal with Academy Music Group
- Milletts press campaign
- The Times and Ottakar's take over Independent's Cheltenham sponsorship
- WH Smith focuses on book sales
- Spar looks to tackle supermarkets
- HMV cuts DVD prices
- Virgin Megastores returns to brand advertising
- Thomson ties-up with PC World
- Vision Express to launch customer mag
- Account wins/losses
- Debenhams and Arcadia to begin DM credit card activity
- Littlewoods PR contracts up for grabs
- Ilva appoints Isobel for UK launch task
- Boots
- …dumps Tulchan Communications
- …but signs up with Finsbury
- Euro RSCG nets Superdrug brief
- Cheetham Bell JWT wins £9m Magnet account
- Magnet pulls in Brazen PR
- Ikea fires Karmarama
- Carphone Warehouse hires WDMP
- Sainsbury's retains AMV
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all advertisers (£m), March 2001-March 2005
- Figure 2: Total advertising expenditure by all retail advertisers (£m), March 2001-March 2005
- Use of media
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- Figure 3: Use of media by retail and all advertisers (%), March 2004 and March 2004
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- Figure 4: Use of media by retail and all advertisers (£m), March 2004 and March 2004
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), February 2005-March 2005
- DIY
- Furniture
- Food
- Other
- Nielsen Media Research/Definitions
Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 6: Retail sales trends: April 2004-April 2005
- Figure 7: Non seasonally adjusted % value change on previous year, Apr 2004-Apr 2005
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- Figure 8: Seasonally adjusted % volume change on previous year, Apr 2004-Apr 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: April 2004-April 2005
- Figure 10: Annual percentage change in retail price index for selected product groups: Apr 2004-Apr 2005
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
- The Footfall National Index (UK)
Sector Analysis – Mixed Goods
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- Sales trends
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- Figure 11: Mixed goods retailers, sales trends, 1997-2005 Q1
- Figure 12: Mixed goods retailers as % of all retail sales: 1997-2004
- Retail price inflation
- NB. While chemist goods are not generally a core product for department and variety stores, the category has been included here as it is relevant to Boots.
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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: Mixed goods retailers, breakdown of sales by sub-sector, 2000-05
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1998-2004
- Large mixed goods retailers: latest trends
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- Figure 16: Department stores, market shares, 2003
- John Lewis
- Debenhams
- House of Fraser
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- Figure 17: Variety stores, market shares, 2003
- Argos
- Woolworths and Wilkinsons
- Boots
Sector News Review – Mixed Goods
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- Department stores
- Allders
- …sees more stores close
- …but Scarlett boosted by Minerva
- …a further seven shut
- …but Tillman saves Croydon flagship
- Suitor in the frame for Beales
- Sales slip at Beatties
- Debenhams posts prolific first-half
- Harvey Nichols targets Russia
- House of Fraser
- …courts Jenners
- …and seals acquisition
- …on the back of a strong year
- John Lewis
- …and heads north
- …to Leeds
- …and to Manchester’s Trafford Centre
- …but department stores dip as Waitrose grows
- Liberty
- …reports strong growth
- …and agrees Regent Street sale
- Merchant Retail leaves department store arena
- Discounters
- Brown & Jackson
- …recovery on track
- …and leads to the black
- Variety stores
- Boots
- …slashes profit forecast
- …and sales are flat as it sheds healthcare arm
- …leaving Baker under pressure as GSK hovers
- …London flagship opens
- …but FY profits lose grip
- GUS
- …reports strong trading
- …as Argos targets Index stores
- Littlewoods
- …End of the road for Index
- …as Apax and New Look eye whole chain
- Woolworths
- …opens door to digital music price war
- …as Apax renews its interest
- …opens books to Apax
- …but announces pick and mix year
- …and Apax finally drops bid
Sector Advertising Review – Mixed Goods
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- Advertising expenditure
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- Figure 18: Total advertising expenditure by mixed goods retailers, March 2001 – March 2005
- Use of media
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- Figure 19: Use of media by mixed goods retailers and all retailers (%), March 2004 and March 2005
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- Figure 20: Use of media by mixed goods retailers and all retailers (£m), March 2004 and March 2005
- Top ten mixed goods retail advertisers
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- Figure 21: Top ten mixed goods retailers by adspend, March 2004 and March 2005
- Retailer focus
- Boots
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- Figure 22: Boots, media use by adspend and as share of total, March 2004-March 2005
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- Figure 23: Boots, top five brands by adspend, March 2005
- Argos
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- Figure 24: Argos, media use by adspend and as share of total, March 2004-March 2005
- Figure 25: Argos, top five brands by adspend, March 2005
- Woolworths
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- Figure 26: Woolworths, media use by adspend and as share of total, March 2004-March 2005
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- Figure 27: Woolworths, top five brands by adspend, March 2005
- Debenhams
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- Figure 28: Debenhams, media use by adspend and as share of total, March 2004-March 2005
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- Figure 29: Debenhams, top five brands by adspend, March 2005
- John Lewis
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- Figure 30: John Lewis, media use by adspend and as share of total, March 2004-March 2005
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- Figure 31: John Lewis, top five brands by adspend, March 2005
- Nielsen Media Research/Definitions
Report Focus – Value Clothing Retailing
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- Discounters are here to stay
- Definitions
- Retail sales
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- Figure 32: Retail sales through textile, clothing and footwear stores, at current and constant 2000 prices, 2000-04
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- Figure 33: Sales through clothing and footwear specialists and value clothing specialists (excluding VAT), at current prices, 2000-04
- Retailer’s shares
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- Figure 34: Retail market shares of the UK value clothing market and total clothing and footwear market, 2001 and 2004
- Figure 35: Value clothing market shares, 2004
- Retailer profiles
- Non-specialists
- George at Asda
- Tesco
- Specialists
- Matalan
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- Figure 36: Matalan financial performance 2000-2005
- TK Maxx
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- Figure 37: TK Maxx financial performance, 2000-04
- Primark
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- Figure 38: Primark Stores, financial performance, 2000-04
- Peacocks
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- Figure 39: Peacocks, financial performance, 2000-04
- Figure 40: Bonmarché, financial performance, 2000-04
- Consumers: What, where, why?
- What?
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- Figure 41: Items of clothing bought from value clothing shops in the last 12 months, by gender, February 2005
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- Figure 42: Purchasing of men’s and women’s clothing from value clothing shops in the last 12 months, by gender, age and socio-economic group, February 2005
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- Figure 43: Purchasing of children’s clothing, babywear and fashion accessories from value clothing shops in the last 12 months, by gender, age and socio-economic group, February 2005
- Where?
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- Figure 44: Value clothing shops used for buying clothing in the last 12 months, by lifestage and Mintel’s Special Groups, February 2005
- Figure 45: Value clothing shops used for buying clothing in the last 12 months, by region and ACORN category, February 2005
- Why?
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- Figure 46: Shopping behaviour in relation to buying clothing from value clothing retailers, February 2005
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- Figure 47: Attitudes towards value clothing retailers, by lifestage and Mintel’s Special Groups, February 2005
- Figure 48: Attitudes towards value clothing retailers, by lifestage and Mintel’s Special Groups, February 2005
- Trade perspective
- Market challenges
- Drivers of growth
- Future and forecast
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- Figure 49: Forecast of the UK value clothing market (excluding VAT), by retailer, 2005-10
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