Table of Contents
Analyst Comment – Christmas 2007
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- Key findings
The Month in UK Retailing
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- Grocers
- Asda
- …announces Christmas price cuts
- …despite profits fall in 2006
- …will co-operate with OFT in price-fixing inquiry
- …to overhaul teenage-focused George
- …and will take on Argos with online offer
- Competition Commission publishes grocery inquiry provisional findings
- London votes to ban plastic bags
- Morrisons LFLs pick up during Q3
- Sainsbury’s
- …issues deadline; Delta seeks funding
- …before bidder quits
- …although Tchenguiz revives split plan
- …as it posts strong H1 profit
- Off-licences
- Strong H1 results for Majestic
- Oddbins losses widen in 2006
- Clothing retailing
- Arcadia records full-year success
- Burberry profits up 32% in H1
- French Connection LFLs fall 3% in Q3
- Little Miss Matched announces UK expansion
- LK Bennett owner attempts sale (again)
- Peacocks delays potential £800m refinancing
- Primark boosts ABF full year profits
- Robust Q3 for Ted Baker
- USC reveals £8.8m loss
- Mixed goods retailing
- Mothercare
- …tests the water in Germany
- …and records rise in UK and international sales in H1
- Woolworths sees sales rise but retail struggles
- Multi-sector retailing
- Ethical retailer Adili announces flotation
- Boots ahead of expectations
- Home Retail Group reveals interim profit
- M&S H1 results, announces international expansion
- Next LFLs drop 2.9% in Q3
- Department stores
- House of Fraser profits post Baugur buyout
- John Lewis announces expansion
- Electrical retailing
- Carphone Warehouse reports strong profits in H1
- Kesa sales growth slows in Q3
- Furniture retailing
- Land of Leather records like-for-likes fall
- United Carpets upbeat on trading
- DIY retailing
- Travis Perkins acquires Tile Giant
Executive Appointments
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- Blacks Leisure appoints new chief executive
- Claire’s appoints new UK MD
- Goldsmiths boss to go
- HoF appoints chief finance officer
- Internaçionale chief quits
- Kingfisher
- …announces Murphy’s departure
- …with B&Q boss favourite for position
- La Senza pinches Monsoon’s property director
- Further job losses on Littlewoods Shop Direct horizon
- Matalan founder quits as chairman
- M&M Direct appoints Robinson
- Pidgeon promoted to lead QS rebrand
- Barel in at Photo-Me
- Primark chief denies retirement plans
- Sixty Group MD resigns
- Tesco loses head of design
- Whole Foods Market appoints UK chief
- WH Smith attempting to lock in chief executive
Product Development – Desserts
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- Asda
- Marks & Spencer
- Morrisons
- Sainsbury’s
- Somerfield
Advertising News
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- New campaigns
- Agent Provocateur signs up Mediaplex
- Boots rolls out Christmas push
- Holland & Barrett launches pyjama ad
- Iceland to sponsor I’m A Celebrity
- Jessops’ advertising changes direction
- John Lewis ramps up advertising for Christmas
- Lidl goes healthy, quits tobacco sales in Scotland
- Littlewoods unveils latest Trinny & Susannah ad
- Morrisons hires Lulu
- Oxfam launches Unwrapped campaign
- Play increases Christmas adspend
- Primark refuses official Facebook presence
- Reiss unveils new shopfit
- Sainsbury’s in Sports Relief POS push
- Tesco
- …Direct appoints Brands2Life
- …and unveils Spice Girls ad
- TK Maxx launches Christmas ads
- Woolworths to cut TV spend for Christmas
- Zazzi nearing completion of ‘fastest rebrand ever’
- Account gains/losses
- Hammonds appoint Carat to media account
- Pets at Home looking for ad agency
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all advertisers (£m), Sep 2003-Sep 2007
- Figure 2: Total advertising expenditure by all retail advertisers (£m), Sep 2003-Sep 2007
- Use of media
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- Figure 3: Use of media by retail and all advertisers (%), Sep 2003-Sep 2007
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- Figure 4: Use of media by retail and all advertisers (£m), Sep 2003-Sep 2007
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), Aug 2007-Sep 2007
- Food
- Furniture
- DIY
- Optical retailers
- 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: Oct 2006-Oct 2007
- Figure 7: Non seasonally adjusted % value change on previous year, Oct 2006 – Oct 2007
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- Figure 8: Seasonally adjusted % volume change on previous year, Oct 2006 – Oct 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: Oct 2006 – Oct 2007
- Figure 10: Annual percentage change in retail price index for selected product groups: Oct 2006 – Oct 2007
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Non-Food Specialists
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- Sales trends
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- Figure 11: Non-food specialist retailers, sales trends, 1998-2007 Q3
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- Figure 12: Non-food specialist retailers as % of all retail sales: 1997 – 2007(e)
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, 2000-07 (Jan 1987=100)
- Breakdown of sales by sub-sector
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- Figure 14: Non-food specialists: Breakdown of sales by sub-sector, 1999-2006
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1998-2007 Q2
- Chemists: latest trends
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- Figure 16: Health and beauty retailers’ operating profits, 2003-06
- Books, newspapers and stationery: latest trends
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- Figure 17: Booksellers’ and stationers’ operating profits, 2003-06
- Floor coverings: latest trends
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- Figure 18: Floor coverings retailers’ operating profits, 2003-06
- Photographic and optical goods, office supplies stores: latest trends
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- Figure 19: Photographic retailers’ operating profits, 2003-06
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- Figure 20: Leading optical retailers, 2005
- Other
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- Figure 21: Sports and outdoor leisure retailers’ operating profits, 2003-06
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- Figure 22: Toys and games retailers’ operating profits, 2003-06
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- Figure 23: Jewellers’ operating profits, 2003-06
Sector News Review: Non-Foods Retailing
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- June
- Sports and leisure goods retailing
- Blacks chief quits
- JJB
- …sees sales slip without World Cup boost
- …and launches strategic review
- …as FSA considers examining share sale by founder
- Sports Direct
- …chairman quits in frustration
- …takes 5% stake in Amer
- …and looks to oust Blacks board
- Jewellers
- Signet Q1 profits slip
- Theo Fennell shines across FY
- Garden centres
- Dobbies
- …bought for £155m by Tesco
- … before Hunter ups stake
- …while Tesco regroups
- …before battle heats up
- Miscellaneous specialist retailing
- Halfords FY sales race ahead
- Jessops eyed by private equity bidder
- Pets at Home could be floated or sold in 2008
- July
- Music and video goods retailing
- Fopp flops
- 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
- August
- Book and stationery retailing
- WH Smith
- …considers bid for Borders
- …and issues upbeat trading forecast
- Sports and leisure goods retailing
- John David beats sales forecasts
- Sports Direct
- …Ashley responds to City criticism
- …before upping stake in Amer Sports
- Garden Centres
- Dobbies
- …sees Tesco bid go unconditional
- …before rain forces profits warning
- Toys and games retailing
- Game Group’s Gamestation bid referred to commission
- Games Workshop reports FY loss
- Hamleys mulls over stores expansion
- Miscellaneous specialist retailing
- Halfords LFLs remain strong
- Jewellers
- Signet reports sales growth in H1
- September
- Book and stationery retailing
- Borders’ UK stores sold to private equity firm
- Sports and leisure goods retailing
- Solid H1 performance for JD Group
- JJB issues profit warning
- Sports Direct
- …sees trading remain ‘difficult’
- …and acquires Nevisport
- Jewellers
- Signet profit inches in H1
- Garden centres
- Hunter ups ante in garden centre battle
- Toys and games retailing
- Game Group back into the black in H1
- October
- 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
- November
- Book and stationery retailing
- Sales slow for Clinton Cards
- WH Smith reports solid start to the financial year
- Sports and leisure goods retailing
- Blacks Leisure
- …records LFL rise, pre-tax loss
- …and appoints new chief executive
- Sports Direct
- …moves to scupper Nike’s Umbro bid
- …sells Amer stake
- Jewellers
- Goldsmiths boss to go
- Signet posts strong third quarter
- Miscellaneous specialist retailing
- Halfords increases profits in H1
- Pets at Home considering sale or float
Sector Advertising Review – Non-Food Specialists
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- Advertising expenditure
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- Figure 24: Total Advertising Spend by Non-Food Retailers, Sep 2003-Sep 2007
- Use of media
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- Figure 25: Use of media by non-food retailers and all retailers (%), Sep 2006-Sep 2007
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- Figure 26: Use of media by non-food retailers and all retailers (£m), Sep 2006-Sep 2007
- Books and stationery retailers
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- Figure 27: Top ten books & stationery retailers by adspend, Sep 2006 & Sep 2007
- Company analysis – WH Smith
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- Figure 28: WH Smith, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 29: WH Smith, top brands by adspend, Sep 2007
- Sports and leisure goods retailers
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- Figure 30: Top ten sports and leisure goods retailers by adspend, Sep 2006 & Sep 2007
- Company analysis – JJB Sports
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- Figure 31: JJB Sports, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 32: JJB, top brands by adspend, Sep 2007
- Jewellers
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- Figure 33: Top ten jewellers by adspend, Sep 2006 & Sep 2007
- Company analysis – Tiffany & Co
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- Figure 34: Tiffany & Co, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 35: Tiffany & Co, top brands by adspend, September 2007
- Garden centres
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- Figure 36: Top ten garden centres by adspend, Sep 2006 & Sep 2007
- Company analysis – Hollybush Nurseries
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- Figure 37: Hollybush Nurseries, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 38: Hollybush Nurseries, top brands by adspend, Sep 2007
- Chemists (health & beauty retailers)
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- Figure 39: Top ten chemists by adspend, Sep 2006 & Sep 2007
- Company analysis – Lloyds Pharmacy
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- Figure 40: Lloyds Pharmacy, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 41: Lloyds Pharmacy, top brands by adspend, Sep 2007
- Toys and games retailers
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- Figure 42: Top five toys and games retailers by adspend, Sep 2006 & Sep 2007
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- Figure 43: Top video games retailers by adspend, Sep 2006 & Sep 2007
- Company analysis – Toys R Us
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- Figure 44: Toys R Us, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 45: Toys R Us, top brands by adspend, Sep 2007
- Optical retailers
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- Figure 46: Top Ten optical goods retailers by adspend, Sep 2006 & Sep 2007
- Company analysis – Specsavers
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- Figure 47: Specsavers, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 48: Specsavers, top brands by adspend, Sep 2007
- Miscellaneous retailers
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- Figure 49: Top two miscellaneous retailers by adspend, Sep 2006 & Sep 2007
- Company analysis – Halfords
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- Figure 50: Halfords, media use by adspend and as share of total, Sep 2006 & Sep 2007
- Figure 51: Halfords, top brands by adspend, Sep 2007
- Nielsen Media Research/ Definitions
Spending Intentions – Christmas 2007
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- Never mind the problems, we’re going to have a good Christmas
- Key Points
- The background
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- Figure 52: Retail sales growth, 2006-07
- How much will you spend?
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- Figure 53: Expected spending relative to last year, 2007
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- Figure 54: Those expecting to spend more minus those expecting to spend less, 2001-07
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- Figure 55: Sum expected to be spent on gifts, 2001-07
- What will people buy?
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- Figure 56: Items bought or likely to buy this Christmas, October 2001-07
- The Internet and the high street
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- Figure 57: Those who plan to use the Internet for gift buying, 2002-07
- Attitudes
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- Figure 58: Attitudes to Christmas shopping, 2001-07
- Appendix – the tables
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- Figure 59: Items bought or likely to buy this Christmas, October 2006
- Figure 60: Items bought or likely to buy this Christmas, October 2007
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- Figure 61: Items bought or likely to buy this Christmas, October 2007
- Figure 62: Spending compared to last year, October 2007
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- Figure 63: Spending compared to last year, October 2007
- Figure 64: Amount expected to spend this Christmas on gifts for close friends and family, October 2007
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- Figure 65: Amount expected to spend this Christmas on gifts for close friends and family, October 2007
- Figure 66: Christmas shopping behaviour and attitudes towards Christmas shopping, October 2007
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- Figure 67: Christmas shopping behaviour and attitudes towards Christmas shopping, October 2007
- Figure 68: Christmas shopping behaviour and attitudes towards Christmas shopping, October 2007
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