Table of Contents
Analyst Comment
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- DIY
- Homebase
- Focus
- Home enhancement
- Cyclical downturn
- A word about Christmas…
The Month in UK Retailing
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- Bakers (retail)
- Greggs improves LFLs further in Q3
- Thorntons posts solid start to the year
- Co-ops (retail)
- Co-op to spend £200m on refits and rebranding
- Grocers
- Ocado
- …targets expansion in the north
- …as losses put flotation in doubt
- Sainsbury's
- …to relocate HQ
- …as board expected to back takeover bid
- …while LFL sales growth slows in Q2
- …before Delta Two's bid hits problems
- Tesco
- …to take clothing online
- …as sales growth slows down in H1
- Waitrose
- …MD attacks Tesco
- …before feud escalates
- Clothing retailing
- Bhs increases FY profit by 3%
- Burberry's LFLs rise 11% in H1
- Monsoon bought out, sees sales fall
- Moss Bros posts loss in H1
- Primark plans to enter Germany
- Rubicon boosts Mosaic H1 sales
- Ted Baker reports strong H1 retail sales
- Topshop to go alone in US expansion
- Footwear retailing
- Kurt Geiger ventures into the Middle East
- Electrical retailing
- Carphone Warehouse increases connections in Q2
- DSG increases LFLs in H1, Italy still problematic
- DIY retailing
- Focus sells off 41 stores
- Travis Perkins updates Wickes like-for-likes
- Carpet retailing
- Carpetright
- …receives revised bid, updates trading
- …as Harris reveals it may derail Harris’ bid
- Furniture retailing
- ScS sees FY profit, sales fall
- Home shopping
- Asos sees sales rocket in H1
- Findel sees sales jump, will not demerge
- N Brown LFLs jump 10.6% in H1
- Book and stationery retailing
- Clinton Cards FY profit soars
- WH Smith FY profit up, LFLs down
- Sports and leisure goods retailing
- JJB H1 profit falls by 38%
- Jewellers
- Goldsmiths
- …reports FY losses
- …as Baugur pursues Piasecki’s stake
- Theo Fennel trading up in H1
- Garden centres
- 'Tesco will not harm Dobbies' growth plans'
- Toys and games retailing
- Bear Factory boosts Hamleys' FY profit
- Miscellaneous specialist retailing
- Halfords increases LFLs in H1
- Bridgepoint considers sale of Pets at Home
Executive Appointments
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- Adams appoints buying director
- Asos appoints buying director
- Beales announces new chief executive
- Blacks struggles to find new chief
- Borders
- …appoints Derkacz
- …as execs leave after buy-out
- Carphone Warehouse marketing chief leaves
- Directors quit Internaçionale
- Green hires Pickering for Bhs
- HoF scraps women's buyer role
- Jessops chief executive resigns
- Lovelock to leave Jacques Vert
- MK One appoints director of operations
- Morrisons looks for branding head
- New appointments at Topps Tiles
- New Look's PR boss moves to River Island
- Senior Tesco manager defects to Wetherspoon's
- Thorntons' master chocolatier forced to resign
- Winstone quits Waterstone's
- Wyevale on recruitment rampage
Product Development – Beverages
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- Asda
- Marks & Spencer
- Sainsbury’s
- Somerfield
- Tesco
- Waitrose
Advertising News
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- New Campaigns
- Boots
- …17 to hit MySpace
- …while Opticians launches TV push
- Borders launches customer recommendation
- Clogau Gold to launch rebrand
- Co-op push water range as ethical
- Ethel Austin launches £1m campaign
- Diageo and Tesco team up for responsible drinking
- Gadgetshop revamps logo and website
- Harvey Nichols launches food viral
- John Lewis
- …launches press homeware drive
- …and food hall push
- Meteorite to handle Argos digital push for Xmas
- N Brown increases adspend
- Ted Baker in Carphone Warehouse deal
- Tesco
- …gives money off West End shows
- …and hires Spice Girls for campaign
- Account gains/losses
- French Connection appoints Baron & Baron
- Homebase approaches AAR
- Littlewoods moves to Unique
- Topshop appoints EHS Brann
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all advertisers (£m), Aug 2003-Aug 2007
- Figure 2: Total advertising expenditure by all retail advertisers (£m), Aug 2003-Aug 2007
- Use of media
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- Figure 3: Use of media by retail and all advertisers (%), Aug 2003-Aug 2007
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- Figure 4: Use of media by retail and all advertisers, Aug 2003-Aug 2007
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), June 2007-July 2007
- Food
- Furniture
- DIY
- Variety Retailers
- Other
Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 6: Retail sales trends: Sept 2006-Sept 2007
- Figure 7: Non seasonally adjusted % value change on previous year, Sept 2006-Sept 2007
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- Figure 8: Seasonally adjusted % volume change on previous year, Sept 2006-Sept 2007
- Significant features of the latest ONS statistics
- Confederation of British Industry
- British Retail Consortium
- Retail price inflation trends
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- Figure 9: Annual percentage change in retail price index for selected product groups, Sept 2006-Sept 2007
- Figure 10: Annual percentage change in retail price index for selected product groups: Sept 2006-Sept 2007
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Mixed Goods
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- Sales trends
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- Figure 11: Mixed goods retailers, sales trends, 1997-2006
- Figure 12: Mixed goods retailers as % of all retail sales, 1997-2007
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, Jan 2000-Jan 2007 (Jan 1987=100)
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- Figure 14: Mixed goods retailers, breakdown of sales by sub-sector, 2000-07
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 2000-06
- Mixed goods retailers: latest trends
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- Figure 16: Outlet numbers operated, by leading mixed goods retailers, 2003-06
- Argos
- Woolworths
- TJ Hughes
- Debenhams
- John Lewis
- Harrods
Sector News Review: Mixed Goods Retailing
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- May
- Mixed goods retailing
- Home Retail reports mixed FY results
- Woolworths to supply Asda
- Multi-sector retailing
- Boots
- … bid abandoned by Terra Firma
- … pension trustees place KKR under pressure
- … FY sales, profits up
- … pension trustees demand £1bn
- … faces acquisition concerns
- … sees KKR fail to meet trustees’ demands
- M&S
- …to open standalone furniture stores
- …unveils strong FY results
- Next continues to struggle
- Department stores
- Beales issues profit warning
- June
- Mixed goods retailing
- Woolworths LFLs slip
- Multi-sector retailing
- Alliance Boots
- …board lambasted for backing KKR takeover
- …as it plans GP surgeries expansion
- …and adds mini-gyms
- Home Retail reports “strong start” to year
- Department stores
- Beales suffers H1 profit, sales slide
- Baugur takes stake in Debenhams
- July
- 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
- August
- Mixed goods retailing
- Argos goes upmarket
- Woolworths LFLs on the rise
- Multi-sector retailing
- HMV
- …sells Japan business for £70m
- …and buys Fopp
- Department stores
- Debenhams to launch in India
- Harrods reports strong FY figures
- John Lewis increases H1 sales
- September
- Mixed goods retailing
- Woolworths
- …LFLs edge ahead in H1
- …as Commission clears Woolworths-Bertram merger
- Multi-sector retailing
- Alexon reports jump in H1 profits
- HMV reports promising start to financial year
- Mixed Q2 results for Home Retail
- Next profit up, LFLs down in H1
- Department stores
- Debenhams predicts 5% drop in LFLs
- John Lewis
- …ramps up online offer
- …as H1 profits jump 51%
- Strong FY figures for Selfridges
- October
- Mixed goods retailing
- Instore narrows losses in H1
- Strong performance for Mothercare in Q2
- Woolies warns of toy shortages at Christmas
- Department stores
- Beales announces new chief executive
- Debenhams posts full year like-for-likes fall
- HoF turns to smaller format stores
- Original Factory Shop up for sale
Sector Advertising Review – Mixed Goods
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- Advertising expenditure
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- Figure 17: Total advertising expenditure by mixed goods retailers, August 2003-August 2007
- Use of media
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- Figure 18: Use of media by mixed goods retailers and all retailers (%), August 2003 – August 2007
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- Figure 19: Use of media by mixed goods retailers and all retailers, August 2003-August 2007
- Top ten mixed goods retail advertisers
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- Figure 20: Top ten mixed goods retailers by adspend, August 2006 – August 2007
- Retailer focus
- Argos
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- Figure 21: Argos, media use by adspend and as share of total, August 2006-August 2007
- Figure 22: Argos, top five brands by adspend, August 2007
- Boots
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- Figure 23: Boots, media use by adspend and as share of total, August 2006-August 2007
- Figure 24: Boots, top five brands by adspend, August 2007
- Woolworths
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- Figure 25: Woolworths, media use by adspend and as share of total, August 2006-August 2007
- Figure 26: Woolworths, top five brands by adspend, August 2007
- TJ Hughes
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- Figure 27: TJ Hughes, media use by adspend and as share of total, August 2006-August 2007
- Figure 28: TJ Hughes, top five brands by adspend, February 2007
- Nielsen Media Research/ Definitions
Report Focus: Menswear Retailing
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- Fashion influences
- The retailers – how they have reacted to challenges
- The Internet
- Consumer types
- Men – attitudes highlights
- Consumer spending on men’s outerwear
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- Figure 29: UK consumer spending on men’s outerwear, at current and constant 2002 prices, 2002-07
- What menswear could learn from womenswear
- Men’s outerwear – formalwear vs casualwear
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- Figure 30: Men’s formal and casualwear spending split, 2002 and 2006
- Consumers: Who, where and why
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- Figure 31: Outlets used by men for formalwear purchases in the last 12 months, 1996-2007
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- Figure 32: Comparison of leading outlets used for men’s formal and casual outerwear, June 2005 and July 2007
- Retailers used for buying business/formalwear
- Top five most popular destinations
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- Figure 33: Top five retailers used for buying business/formalwear, and those who have not bought, July 2007
- Figure 34: Top five retailers used for buying business/formalwear, by age and key socio-economic group, July 2007
- Value retailers
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- Figure 35: Retailers used for buying business/formalwear, by age and key socio-economic group, July 2007
- Fashion clothing retailers
- Retailers used for buying casual/leisurewear
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- Figure 36: Top six retailers used for casual/leisurewear, July 2007
- Top six most popular destinations
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- Figure 37: Retailers used for buying casual/leisurewear, by age and socio-economic group, July 2007
- The next five popular destinations
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- Figure 38: Retailers used for buying casual/leisurewear, by age and socio-economic group, July 2007
- Profiles of leading menswear retailers
- Specialists
- Arcadia Group (Burton and Topman)
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- Figure 39: Arcadia Group, UK outlet data, 2003-06
- Austin Reed
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- Figure 40: Austin Reed brand (excluding CC), UK retail and licensing sales, 2002-07
- Moss Bros
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- Figure 41: Moss Bros Group plc, financial performance, 2002-07
- Industry insights
- Overview of menswear retailing
- Factors and challenges in the menswear market
- Innovators
- The Internet
- The changing male consumer
- The future
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- Figure 42: Market size and forecast of budget hotels, at current and 2007 prices, 2002-12
- Formalwear- the way forward for value growth?
- Future challenges and influences
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