Table of Contents
Analyst Comment
-
- Karstadt Quelle and…
- Marriages made in hell
- Debenhams
- KQ
- Debenhams plus KQ?
The Month in UK Retailing
-
- Bakers (retail)
- Thorntons FY LFLs edge ahead
- Grocers
- Asda
- …to put George online
- Kwik Save enters administration
- Morrisons
- …set to sell 25 shopping centres
- …confirms Gibson as chairman
- …remains ‘on track’
- …and decides to focus on fresh food advertising
- Sainsbury’s
- …still circled by bid rumours
- …as Tchenguiz doubles stake
- …before bid speculation dampens
- …while CEO’s pay deal faces objections
- …before Delta makes approach
- …and details go public
- …with Lord Sainsbury set to oppose takeover
- Tesco
- …sees Leahy's proposed bonus scrutinised
- …as it moves into housing market
- …then loses key estate agency partner
- …expands in Hungary
- …and is threatened with lawsuit
- …before refocusing marketing on price war
- …as it battles on for Dobbies
- …then extends Dobbies offer; moves into Hollywood
- Waitrose gears up expansion plans
- Mass merchandisers
- Costco FY sales up, profits down
- Mixed goods retailing
- Instore LFLs sales up 4.1%
- McCarthy guides Poundland to improved year
- Wilkinson FY profits leap ahead
- Multi-sector retailing
- Boots buyout gets S&P warning
- HMV
- …rebounds after FY profit slump
- …and eyes Fopp brand
- M&S Q1 LFLs edge ahead
- Department stores
- Baugur has no plans to make offer for Debenhams
- DIY retailing
- Kingfisher announces push in Russia
- Electrical retailing
- DSG
- ...mulls franchises in UK
- …as Dixons expands offer
- Music and video goods retailing
- Fopp flops
- Carpet retailing
- Carpetright FY LFLs slip
- Furniture retailing
- Ikea to axe 300 managerial jobs
- ILVA lost £11.5m prior to UK launch
- Homewares retailing
- Dunelm reports strong FY
- Home shopping
- Asos FY sales leap ahead
- N Brown LFLs up 11.1%
- Health and beauty retailing
- The Body Shop H1 LFLs up 7%
- Sports and leisure goods retailing
- Blacks
- …rebounds
- …with Freespirit sale to go ahead
- JJB suffers from World Cup comparatives
- Sports Direct
- …buys Everlast
- …buys majority stake in Field & Trek
- …but warns on profit growth
- Garden centres
- Tesco
- …battles on for Dobbies
- …then extends offer
- Toys and games retailing
- Game Group H1 LFLs surge ahead
Executive Appointments
-
- Asda poaches Logue from Gamestation
- Bhs marketing overhaul
- Body Shop appoints marketing director
- Boots CEO quits
- Claire's
- …sees Smith return
- …and appoints Howarth
- Debenhams director joins Baugur
- Directors quit amid sale rumours at Scotts
- Floors 2 Go appoints McLaughlan
- Habitat
- …appoints Rees
- …with Williams to lead design
- HoF marketing director quits
- John Lewis shakes up fashion
- Lands' End appoints Mothercare online boss
- Long Tall Sally appoints new MD
- Musgrave Budgens Londis appoint new CEO
- Ossian appoints new MDs for chains
- Per Una founder set to quit M&S
- TK Maxx MD unexpectedly quits
- Trinity Mirror chairman lined up to run Morrisons
- Worth joins osoyou.com
- Zara replaces Shearwood
Product Development – Dairy
-
- Asda
- Marks & Spencer
- Morrisons
- Somerfield
- Tesco
- Waitrose
Advertising News
-
- New campaigns
- Bensons for Beds launches ad campaign
- Bents appoints ad agency
- Co-op Group £3m Christmas promotional drive
- Floors 2 Go signs TV duo
- Game promotes new virtual world
- Gym Miles
- Halfords
- …gets £500,000 deal with G2
- …and signs Tour deal
- Hamleys embracing viral for the first time
- Harveys confirmed as Corrie sponsor
- Hawkin's refreshes brand identity
- Littlewoods renews Inside Soap sponsorship
- MFI arguments ad sparks controversy
- Morrisons to focus on fresh food advertising
- Nectar and Sainsbury's ‘swipe to win’ initiative
- Tesco refocuses marketing on price war
- Account gains/losses
- BDH wins Jessops creative
- Borders hires B'lowfish for BTL
- Cunning to handle Esprit push
- JLP searching for an agency for Greenbee
- Ocado appoints CHI & Partners
- The Think Tank working on Fresh Express
Retail Advertising Review
-
- Advertising expenditure
-
- Figure 1: Total advertising expenditure by all advertisers (£m), May 2003-May 2007
- Figure 2: Total advertising expenditure by all retail advertisers (£m), May 2003-May 2007
- Use of media
-
- Figure 3: Use of media by retail and all advertisers (%), May 2006-May 2007
-
- Figure 4: Use of media by retail and all advertisers (£m), May 2006-May 2007
- Top 25 retail advertisers
-
- Figure 5: Top 25 retailers by adspend (£), April 2007-May 2007
- Food
- Furniture
- DIY
- Optical Retailers
- Other
- Nielsen Media Research/Definitions
Retail Sales and Inflation
-
- Retail sales
- Office for National Statistics
-
- Figure 6: Retail sales trends: June 2006-June 2007
- Figure 7: Non seasonally adjusted % value change on previous year, June 2006-June 2007
-
- Figure 8: Seasonally adjusted % volume change on previous year, June 2006-June 2007
- Significant features of the latest ONS statistics
- Confederation of British Industry
- British Retail Consortium/KPMG
-
- Figure 9: Annual percentage change in retail price index for selected product groups: Jun 2006-Jun 2007
- Figure 10: Annual percentage change in retail price index for selected product groups: Jun 2006-Jun 2007
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Clothing and Footwear
-
- Sales trends
-
- Figure 11: Clothing and footwear retailers: Sales trends, 1996-2007 Q2
-
- Figure 12: Clothing and footwear retailers as % all retail sales: 1997-2006
- Retail price inflation
-
- Figure 13: Indices of retail prices for product categories (clothing and footwear), Jan 1997-Jun 2007
- Sales by sub-sector
-
- Figure 14: Breakdown of clothing retailers’ sales by sub-sector, 1994-2006
- Consumer expenditure
-
- Figure 15: Consumer expenditure on selected product categories, 1995-2007 Q1, (£m current prices including VAT, not seasonally adjusted)
- Clothing retailers: latest trends
-
- Figure 16: Clothing retailers’ sales, 2003-06
- Figure 17: Clothing retailers’ operating profits, 2003-06
- Footwear Retailing: latest trends
-
- Figure 18: UK: Footwear retailers’ sales, 2003-06
- Figure 19: Footwear retailers’ operating profits, 2003-06
Sector News Review: Clothing Retailing
-
- February
- Clothing retailing
- Adams finds buyer
- Alexon
- …receives takeover approach
- …then ends takeover talks
- Ethel Austin faces hedge funds takeover
- Gap to launch Banana Republic in UK
- Marchpole buys Greenmark for £3 million
- Matalan axes 100 jobs
- Monsoon sees sales plummet
- Phase Eight sold for £51.5m
- March
- 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
- April
- Clothing retailing
- Alexon suffers difficult year
- Burberry H2 sales up 19%
- Moss Bros FY LFLs, profit down
- Mothercare
- …sees full-year sales rise
- …and looks to enter China
- Primark H1 profits up 28%
- 'Vanity sizing' hits Britain
- Warburg Pincus joins New Look race
- May
- Clothing retailing
- Burberry FY sales up 14%
- French Connection shows improved sales
- Mosaic
- … FY sales up, profits down
- … could be privatised
- Moss Bros LFLs down 0.8%
- Mothercare
- … buys ELC for £85m
- … posts mixed FY results
- US firms join forces for New Look bid
- Clarks FY profits hit by EU tariffs
- Stylo losses widen
- June
- Clothing retailing
- Baugur completes Mosaic takeover
- Gap set to close unprofitable UK stores
- July
- Clothing retailing
- Another investigation into 'slave labour' conditions
- Bhs not for sale, says Green
- Burberry Q1 sales up 24%
- Jaeger FY sales, profits leap ahead
- Mothercare makes solid start to the year
- New Look
- …sees sale collapse
- …then looks to global expansion
- Peacocks mulls sale
- SRG up for sale
Sector Advertising Review – Clothing
-
- Advertising expenditure
-
- Figure 20: Total advertising expenditure by clothing retailers, May 2003-May 2007
- Use of media
-
- Figure 21: Use of media by clothing retailers and all retailers (%), May 2006 and May 2007
-
- Figure 22: Use of media by clothing retailers and all retailers (£m), May 2006 and May 2007
- Top ten clothing retail advertisers
-
- Figure 23: Top ten clothing retailers by adspend, May 2006 and May 2007
- Retailer focus
- Marks & Spencer
-
- Figure 24: Marks & Spencer, media use by adspend and as share of total, May 2006-May 2007
-
- Figure 25: Marks & Spencer, top five brands by adspend, May 2007
- Clarks
-
- Figure 26: Clarks, media use by adspend and as share of total, May 2006-May 2007
- Figure 27: Clarks, top five brands by adspend, May 2007
- H&M
-
- Figure 28: H&M, media use by adspend and as share of total, May 2006-May 2007
- Figure 29: H&M, top five brands by adspend, May 2007
- Matalan
-
- Figure 30: Matalan, media use by adspend and as share of total, May 2006-May 2007
- Figure 31: Matalan, top brands by adspend, May 2007
- Nielsen Media Research/Definitions
Report Focus: Jewellery and Watches Retailing
-
- Challenging market
- Declining share of retail sales overall
-
- Figure 32: Jewellery spending as % all retail sales, 1998-2006
- Figure 33: Clothing spending as % all retail sales, 1998-2006
- Product sectors fare differently
-
- Figure 34: Consumer spending on jewellery and watches by product sector, 2002-07
- Figure 35: Share of jewellery and watches market, by product sector, 2006
- Total market for jewellery and watches
-
- Figure 36: Consumer spending on jewellery and watches, at current and constant prices, 2002-07
- Market by product sector
-
- Figure 37: Consumer spending on jewellery and watches, by product sector, 2002-06
- Costume jewellery
- Precious jewellery
- Watches
- Consumers: who, where and why
- Where do they buy?
-
- Figure 38: Where consumers buy jewellery and watches, 2003-07
- Where they buy, by demographics
- The young are prime purchasers
- Broad appeal of supermarkets
-
- Figure 39: Who buys jewellery and watches from which retailers, by gender, age and socio-economic group, April 2007
- Older affluent consumers like M&S
- Internet opportunity and growth
-
- Figure 40: Who buys jewellery and watches from which retailers, by gender, age and socio-economic group, April 2007
- Affluent consumers want something different
-
- Figure 41: Who buys jewellery and watches from which retailers, by gender, age and socio-economic group, April 2007
-
- Figure 42: Retailers used for buying jewellery and watches, by affluence and age, April 2007
- Retailers and affluence
- How loyal are jewellery and watch shoppers?
-
- Figure 43: Outlets used for buying jewellery and watches in the last 12 months, by number of stores shopped, April 2007
- Figure 44: Outlets used for buying jewellery and watches in the last 12 months, by number of stores shopped, April 2007
- Low purchase rate
- Argos and specialists attract loyalty
- Shopping around, but not just for costume jewellery and watches
- Jewellery – what they buy
-
- Figure 45: Attitudes to shopping for watches and jewellery, April 2007
- Expensive items are more for gifts
-
- Figure 46: Attitudes to shopping for watches and jewellery, by gender, age and socio-economic group, April 2007
- Few buy frequently
- Buying across both costume and precious
- The male opportunity
-
- Figure 47: Attitudes to shopping for watches and jewellery, by gender, age and socio-economic group, April 2007
- Why they buy jewellery – style and price
- Costume jewellery is impulsive
- Looking for style over price
- Keeping up with fashion
-
- Figure 48: Attitudes to shopping for watches and jewellery, by gender, age and socio-economic group, April 2007
-
- Figure 49: Attitudes to shopping for watches and jewellery, April 2007
- Attitudes to watches
-
- Figure 50: Attitudes to shopping for watches, April 2007
- Most buy just for replacement
- Young men like designer styles, and will splash out
- Women more likely to feel guilty
-
- Figure 51: Attitudes to shopping for watches and jewellery, by gender, age and socio-economic group, April 2007
- Signet Group (UK)
- H.Samuel
- Ernest Jones
-
- Figure 52: Signet (UK), number of stores and productivity, 2001-07
- Figure 53: Signet (UK), stores data, by fascia, 2001-07
- H.Samuel
-
- Figure 54: H.Samuel, merchandise sales mix, 2002-07
- Ernest Jones
-
- Figure 55: Ernest Jones, merchandise sales mix, 2002-07
-
- Figure 56: Signet Group (UK), financial performance, 2002-07
- The Goldsmiths Group
-
- Figure 57: Goldsmiths, number of stores and productivity, 2001-07
-
- Figure 58: Goldsmiths Ltd, financial performance, 2001-06
- Figure 59: MW Group Ltd, financial performance, 2001-06
- F Hinds
-
- Figure 60: F Hinds, financial performance and number of stores, 2001-06
- HPJ Jewellers
-
- Figure 61: HPJ UK Ltd, financial performance and number of stores, 2001-05
- Links of London
-
- Figure 62: Links of London, financial performance, 2002-06
- Boodles (Boodle & Dunthorne Ltd)
-
- Figure 63: Boodle & Dunthorne Ltd, financial performance and number of stores, 2002-06
Back to top