Table of Contents
Analyst Comment
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- Private equity – Two sides of the same coin
- Why?
- How?
- Why does it work?
- The more acceptable face
The Month in UK Retailing
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- Bakers (Retail)
- Greggs FY LFLs edge ahead
- Grocers
- Asda
- …launches stain free shirt
- …considers closing George stores
- …as the range comes home
- Kwik Save
- …faces court decision on future
- …before ending financial uncertainty
- Morrisons
- …reveals image overhaul
- …posts strong FY results; unveils makeover
- …and plans £1bn store sale
- Sainsbury’s
- …Lord Sainsbury strikes a blow to potential bidders
- …watchdog issues Sainsbury's bid deadline
- …CVC makes approach
- …as Tchenguiz increases holdings
- …while a Second consortium eyes a bid
- …Tchenguiz increases stake again
- …as the grocer gets cagey on eggs
- …and reveals £3bn black hole in pension scheme
- …so pension trustees look to open CVC talks
- Somerfield slides into the red
- Tesco
- …faces calls for land sale
- …raises £500m in two hours
- …faces Wal-Mart hurdle
- …and church criticism
- …as it enters joint property venture with British Land
- …and announces global Clubcard plans
- Suppliers line up to praise supermarkets
- Waitrose goes ethical on fish
- Clothing retailing
- Bijou Brigitte plans 300 UK stores
- Claire’s
- …set to go to Apax for $3bn
- …before Apax goes cold on deal
- Elle plunges into administration again
- Fat Face
- …invites first-round bids
- …before being sold for £360m
- French Connection reports disappointing results
- Monsoon issues profit warning
- Mothercare considers Chelsea Stores bid
- New Look set for £2bn sale
- Peacocks unveils £21.5m expansion plans
- Primark reports flat H1 like-for-likes
- River Island plans European expansion
- 2006 revenue up for Ted Baker
- Mixed goods retailing
- Home Retail
- …expands in India, Ireland
- …and ends the year in style
- Multi-sector retailing
- Alliance Boots
- …receives preliminary approach
- …but snubs KKR bid
- …as Merrill quits to work for Pessina
- …as Boots signs up to Carbon Trust label
- …while second suitor emerges
- HMV
- …set to close 20 stores
- …but sees recovery plan marred by profit warning
- M&S rules out Sainsbury's bid
- Next
- …gets a makeover and a new range
- …as like-for-likes fall
- Department stores
- Beales gives warning for 2007
- Debenhams
- …to get Baugur bid?
- …as H1 like-for-likes drop
- John Lewis reports stunning FY results
- Liberty reports £2.2m loss
- Electrical retailing
- Kesa Electrical’s full-year results show growth
- Homewares retailing
- Dunelm reveals ‘robust’ maiden results
- Home shopping
- Full-year profits static for Flying Brands
- Ideal boasts strong sales rise in 2006
- Health & beauty retailing
- Superdrug to roll-out new concepts
- Book and stationery retailing
- Borders puts UK business up for sale
- Sports and leisure goods retailing
- Blacks closing 45 loss-making stores
- Sports Direct plans global expansion
- Jewellers
- Bijou Brigitte plans 300 UK stores
- Toys and games retailing
- Hamleys to test concessions in HoF
- Toyworld enters administration
Executive Appointments
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- Carphone Warehouse appoints telecom marketing director
- Dixon leaves Entertainer for Toys R Us
- Dolcis appoint new finance boss
- Habitat turns to Dangerfield
- John Lewis appoints partnership development MD
- Next appoint marketing director
- Peacock Group appoints Killick as FD
- Phase Eight appoint new CEO
- QS
- … appoints Pidgeon
- … and shakes up board
- Staples hires UK boss
- Two execs leave Sainsbury's
- Woolworths
- … sees chairman steps down
- … as marketing director leaves
Product Development – Beverages
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- Marks & Spencer
- Sainsbury’s
- Somerfield
- Tesco
- Waitrose
Advertising News
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- New campaigns
- Asda unveils new strapline
- Big Brother evicted from Carphone Warehouse
- Carphone Warehouse appoints Ambergreen
- Fallon signs Victoria Wood for first Asda push
- HMV dog may be put down
- Homebase launches home redesign ad
- M&S signs The Feeling's front man
- Moss dresses Arsenal team for Carling Cup final
- Next launches new ad campaign
- QS set to unveil new branding
- QVS, Ideal launch online video ads
- TJ Hughes to make TV debut
- Topshop
- …supports Moss range with digital campaign
- …and may sign Beth Ditto
- TV ads lift sales at Costcutter
- Virgin Retail hire agencies for website task
- Waitrose wine buyers in new wine ad
- Account gains/losses
- Amazon appoints Idea Generation
- Boots
- …to drop Naked?
- …and enters digital agency search for online relaunch
- Carphone Warehouse reviews AOL direct account
- Clarks in £12 million ATL review
- Homebase gives Spend & Save to CJWMV
- Ikea
- …reappoints St Luke's for press campaign
- …and enters hunt for above-the-line specialist
- JML in media account review
- John Lewis first serious DM drive
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all advertisers (£m), January 2003 – January 2007
- Figure 2: Total advertising expenditure by all retail advertisers (£m), January 2003 – January 2007
- Use of media
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- Figure 3: Use of media by retail and all advertisers (%), January 2003 – January 2007
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- Figure 4: Use of media by retail and all advertisers (£m), January 2003 – January 2007
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), December 2006-January 2007
- Furniture
- Food
- Variety stores
- DIY
- 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: February 2006-February 2007
- Figure 7: Non seasonally adjusted % value change on previous year, February 2006-February 2007
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- Figure 8: Seasonally adjusted % volume change on previous year, February 2006-February 2007
- 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: February 2006-February 2007
- Figure 10: Annual percentage change in retail price index for selected product groups: February 2006-February 2007
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Household Goods
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- Sales trends
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- Figure 11: DIY and furniture retailers, sales trends, 1997-2006
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- Figure 12: DIY and furniture retailers as % of all retail sales: 1997-2006
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, Jan 2001-Jan 2007 (Jan 1987=100)
- Sales by sub-sector
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- Figure 14: Household goods retailers: Breakdown of sales by sub-sector, 1999-2006
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1999-2006 Q3
- Household goods retailers: latest trends
- DIY retailers
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- Figure 16: Hardware/DIY retailers’ sales, 2003-06
- Figure 17: Hardware/DIY retailers’ operating profits, 2003-06
- B&Q
- Homebase
- Topps Tiles
- Wickes
- Tough times claim victims: Focus, Glynwebb, Right Price Tiles, Budget DIY
- Furniture retailers
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- Figure 18: Furniture, homewares and furnishing retailers’ sales, 2003-06
- Figure 19: Furniture, homewares and furnishing retailers’ operating profits, 2003-06
- MFI
- Carpetright
- Dreams
- Floors 2 Go
- Habitat
- Ikea
- Land of Leather
- ScS
Sector News Review: Household Goods Retailing
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- October
- DIY retailing
- B&Q introduces ‘green’ range
- Topps Tiles posts full-year like-for-like drop
- Wickes reveals expansion plans
- Furniture retailing
- Ikea reveals online trial date
- Land of Leather profits up
- MFI sells Sofa Workshop
- ScS sees sales rise
- November
- DIY retailing
- Robert Dyas to expand
- Home Retail group
- …is potential takeover target
- …reveals interim sales growth
- Carpet retailing
- Carpetright boosted by European sales
- Bid talks for Floors 2 Go
- Furniture retailing
- Dreams buys into Scotland
- Steinhoff looks to buy Homestyle
- Land of Leather continues sales success
- ScS records full-year sales rise
- December
- DIY retailing
- Kingfisher up in Q3 as B&Q struggles
- Focus schedules talks to avoid insolvency
- GlynWebb shuts 10 of its 22 outlets
- Topps Tiles woes continue
- Travis Perkins updates like-for-likes
- Carpet retailing
- Carpetright posts first-half profit rise
- Floors 2 Go agrees buyout
- Furniture retailing
- Steinhoff gets Homestyle
- Ikea trials online shopping
- Jysk plans UK entry
- January
- DIY retailing
- Focus examines sale options
- Topps Tiles beats tough trading
- Home Retail reports disappointing Christmas trading
- February
- DIY retailing
- Kingfisher reports FY success as B&Q rebounds in Q4
- Carpet retailing
- Carpetright posts flat like-for-likes
- Furniture retailing
- Land of Leather struggles through Q2
- March
- DIY retailing
- Focus up for sale
- Kingfisher becomes latest private equity target
- Wickes suffers FY LFL decline
- Home Retail
- …expands in India, Ireland
- …and ends the year in style
Sector Advertising Review – Household Goods
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- Advertising expenditure
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- Figure 20: Total advertising expenditure by household goods retailers, January 2003-January 2007
- Use of media
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- Figure 21: Use of media by household goods retailers and all retailers (%), January 2003-January 2007
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- Figure 22: Use of media by household goods retailers and all retailers (£), January 2003-January 2007
- Top ten food retail advertisers
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- Figure 23: Top ten household goods retailers by adspend, January 2003-January 2007
- Retailer focus
- DFS
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- Figure 24: DFS, media use by adspend and as share of total, January 2006-January 2007
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- Figure 25: DFS, top brands by adspend, January 2007
- Homebase
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- Figure 26: Homebase, media use by adspend and as share of total, January 2006-January 2007
- Figure 27: Homebase, top brands by adspend, January 2007
- MFI
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- Figure 28: MFI, media use by adspend and as share of total, January 2006-January 2007
- Figure 29: MFI, top brands by adspend, January 2007
- Land of Leather
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- Figure 30: Land of Leather, media use by adspend and as share of total, January 2006-January 2007
- Figure 31: MFI, top brands by adspend, January 2007
- Nielsen Media Research/Definitions
Report Focus: Own Label in Grocery Retailing
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- Consumers: who, where and why
- UK is the second largest market in Europe
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- Figure 32: European own label market sizes by country, 2006
- Own label ranges
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- Figure 33: Total own label product launches, Jan 06-Dec 06
- UK launches
- A cheaper alternative
- Own label domination
- Own label – the dynamic sector
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- Figure 34: European grocery own label market sizes by country, 2006
- Who shops Where?
- Tesco dominating
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- Figure 35: Store used for main grocery shop, December 2006
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- Figure 36: Store used for secondary shop, December 2006
- Who buys What and Why?
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- Figure 37: What type of own label products do you buy? December 2006
- Figure 38: How important is the shop’s range of own label products in your decision to shop there? December 2006
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- Figure 39: Which of these statements do you think applies to own label products? December 2006
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- Figure 40: When you go grocery shopping at these stores, how often do you buy each of their own label ranges? December 2006
- Main own brand categories compared
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- Figure 41: Consumers purchasing main retailer own brand every time, December 2006
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- Figure 42: Consumers purchasing budget own brand every time, December 2006
- Figure 43: Consumers purchasing premium own brand every time, December 2006
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- Figure 44: Where consumers shop by what items bought, December 2006
- Figure 45: Where consumers shop by what items bought, December 2006
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- Figure 46: Importance of the shop’s range of own label products to decision to shop there, December 2006
- Profiles of Own Label Grocery Product Retailers
- Tesco
- Background
- Product offer
- Sainsbury’s
- Background
- Product offer
- Marks & Spencer
- Waitrose
- Purchase of own label sub-brands by retailer
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- Figure 47: Tesco: Purchase of own label sub-brands, December 2006
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- Figure 48: Sainsbury’s: Purchase of own label sub-brands, December 2006
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- Figure 49: Marks & Spencer: Purchase of own label sub-brands, December 2006
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- Figure 50: Waitrose: Purchase of own label sub-brands, December 2006
- What does the future hold for own label grocery retailing?
- Will growth continue?
- Future growth sectors
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