Table of Contents
Analyst Comment
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- Christmas 2007, not so bad after all
- Stronger than it looked
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- Figure 1: Retail sales growth, 2007 on 2004
- Food retailers
- Clothing
- Other sectors
- Messages for 2008 and beyond
- Warning signs
The Month in UK Retailing
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- Bakers (retail)
- Greggs improves LFLs in H2
- Thorntons continues steady improvement in Q2
- Co-ops (retail)
- Co-op LFLs up 3.4% over Christmas
- Grocers
- Aldi reports “satisfactory” Christmas, strong full year
- Asda has “best ever” Christmas
- Morrisons LFLs surge by 9.5% over Christmas
- Ocado to expand range with non-food
- Sainsbury’s records 12th quarter of sales growth
- Somerfield
- …owners consider sale
- …then posts good Christmas
- Tesco
- …posts ‘solid’ Christmas results
- …targets Aldi and Lidl shoppers with price cuts
- …and plans department store-style shops
- Waitrose expands into UAE
- Off-licences
- Majestic sales recover in December
- Mixed goods retailing
- 99p Stores reports excellent Christmas
- Instore Christmas sales up 0.4%
- Mothercare posts strong Q3 results
- Woolies reports ‘very challenging’ Christmas sales
- Multi-sector retailing
- Boots reports strong Christmas performance
- HMV posts record Christmas
- Home Retail Group warns for tougher trade
- John Lewis
- …reports sales up 18% over Christmas
- …and reiterates strong Christmas sales
- Next cautious on outlook for 2008
- Department stores
- Beales posts Christmas sales fall, issues warning
- Debenhams LFLs up 2.2% over Christmas
- House of Fraser posts strong Christmas trading
- Liberty reveals Christmas boost
- Selfridges LFLs grow 9% in December
- DIY retailing
- Topps Tiles increases LFLs in Q1
- Electrical retailing
- Carphone Warehouse LFLs up 1.0% in Q3
- DSGi
- …issues profit warning
- …then ditches analogue TVs
- Jessops LFLs inch ahead
- Kesa LFLs up 1.7% over Christmas
- Music and video goods retailing
- Zavvi reports strong Christmas results
- Furniture retailing
- Ilva FY loss totals £62m
- Land of Leather issues profit warning
- ScS reports disappointing trading
- Homewares retailing
- Dunelm H1 LFLs up 4.9%
- Home shopping
- Asos holiday sales soar 86%
- Findel sees all divisions increase sales
- Ideal Shopping Direct FY LFLs up 14.8%
- M and M sales up 29% over Christmas
- N Brown LFLs up 14%
- Play.com posts strong sales over Christmas
- Redcats to close Empire Stores
- Littlewoods
- …expresses interest in Empire
- …and posts success
- The White Company posts strong Christmas sales
- Book and stationery retailing
- Clinton Cards LFLs up 2.5% over Christmas
- Sports and leisure goods retailing
- Blacks Leisure reports promising Christmas sales
- JD records excellent Christmas performance
- JJB
- …agrees to settle over football shirts
- …and issues profit warning
- Which? names JD/JJB worst UK retailers
- Sports Direct expects “difficult” market
- Jewellers
- Signet suffers over Christmas
- Theo Fennell’s December sales up 2%
- Toys and games retailing
- Game’s Christmas sales soar
- Games Workshop reports H1 loss
Executive Appointments
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- Faith slashes head office jobs
- Jane Norman chief scouts for MD
- Kingfisher
- …sees Gilman quit
- …and appoints Cheshire as chief executive
- MFI expands marketing team
- Moss Bros appoints head of formalwear
- Stevenson parts company with Wyevale
- TK Maxx appoints men’s casualwear buyer
- Zavvi to diversify, shakes up board
Product Development – Dairy
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- Iceland
- Marks & Spencer
- Somerfield
- Tesco
- Waitrose
Advertising News
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- New campaigns
- Morrisons celeb ads yield reward
- Penry-Jones new face of Austin Reed
- Waitrose to double adspend
- Account gains/losses
- BLM gets D&A brief
- Carphone Warehouse appoints CHI
- Iceland denies Katona axe
Retail Advertising Review
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- Advertising expenditure
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- Figure 2: Total advertising expenditure by all retail advertisers (£m), Nov 2003-Nov 2007
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- Figure 3: Total advertising expenditure by all advertisers (£m), Nov 2003-Nov 2007
- Use of media
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- Figure 4: Use of media by retail and all advertisers (%), Nov 2003-Nov 2007
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- Figure 5: Use of media by retail and all advertisers (£m), Nov 2003-Nov 2007
- Top 25 retail advertisers
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- Figure 6: Top 25 retailers by adspend (£), Oct 2007-Nov 2007
- Food
- Furniture
- Variety retailers
- 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 7: Retail sales trends: Dec 2006-Dec 2007
- Figure 8: Non seasonally adjusted % value change on previous year, Dec 2006-Dec 2007
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- Figure 9: Seasonally adjusted % volume change on previous year, Dec2006-Dec 2007
- Significant features of the latest ONS statistics
- Confederation of British Industry
- British Retail Consortium
- Retail price inflation trends
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- Figure 10: Annual percentage change in retail price index for selected product groups: Dec 2006-Dec 2007
- Figure 11: Annual percentage change in retail price index for selected product groups: Nov 2006-Nov 2007
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Clothing and Footwear
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- Sales trends
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- Figure 12: Clothing & footwear retailers: Sales trends, 1996-2007
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- Figure 13: Clothing and footwear retailers as % all retail sales, 1997-2007
- Retail price inflation
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- Figure 14: Indices of retail prices for product categories (clothing and footwear), Jan 1997-Dec 2007
- Sales by sub-sector
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- Figure 15: Breakdown of clothing retailers’ sales by sub-sector, 1994-2007
- Consumer expenditure
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- Figure 16: Consumer expenditure on selected product categories, 1995-2007 Q3, (£m current prices including VAT, not seasonally adjusted)
- Clothing retailers: latest trends
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- Figure 17: UK: Leading clothing specialists, 2006/07
- Footwear retailing: latest trends
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- Figure 18: Outlet numbers operated, by leading footwear retailers, 2003-06
Sector News Review: Clothing Retailing
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- August
- Blackstone enters talks with New Look
- Gap plans to close 10% of UK stores
- MK One posts a £21m loss for 2006
- Monsoon disappoints with FY figures
- Moss Bros LFLs up 2.5% in H1
- Regatta acquires Hawkshead
- Topshop hit by slave labour controversy
- September
- Clothing retailing
- Alexon reports jump in H1 profits
- Fat Face sees jump in profits
- French Connection loss narrows in H1
- Primark and Mothercare investigate sweatshop allegations
- Footwear retailing
- Stylo narrows loss in H1
- Third of Qube stores to convert into Office
- Co-op sells struggling Shoefayre to rival
- October
- 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
- November
- 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
- December
- Clothing retailing
- Alexon issues profit warning
- Arcadia criticised for not joining ethical trade group
- Matalan FY profits up 8.5%
- Moss Bros
- …issues profit warning
- …as Baugur considers bid
- …while Laura Ashley builds stake
- Peacocks plans international expansion
- TK Maxx to launch homewares chain
- Footwear retailing
- JJB acquires Original Shoe Company
- January
- Alexon upbeat on FY profit
- Burberry LFLs up 6% in Q3
- Jacques Vert struggles after "creditable" first half
- Jane Norman FY profit doubles
- New look reports Christmas trading
- Primark sales up 26% in Q1
- Select avoids administration
- Ted Baker sales up in run-up to Christmas
- Footwear retailing
- Dolcis
- …owner says chain will not go into administration
- …before Dolcis goes into administration
- …and KPMG reveals strong interest
Sector Advertising Review – Clothing
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- Advertising expenditure
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- Figure 19: Total advertising expenditure by clothing retailers, Nov 2003-Nov 2007
- Use of media
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- Figure 20: Use of media by clothing retailers and all retailers (%), Nov 2006 and Nov 2007
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- Figure 21: Use of media by clothing retailers and all retailers (£m), Nov 2006 and Nov 2007
- Top ten clothing retail advertisers
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- Figure 22: Top ten clothing retailers by adspend, Nov 2006 and Nov 2007
- Retailer focus
- Marks & Spencer
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- Figure 23: Marks & Spencer, media use by adspend and as share of total, Nov 2006-Nov 2007
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- Figure 24: Marks & Spencer, top five brands by adspend, Nov 2007
- Matalan
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- Figure 25: Matalan, media use by adspend and as share of total, Nov 2006-Nov 2007
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- Figure 26: Matalan, top brands by adspend, Nov 2007
- Ethel Austin
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- Figure 27: Ethel Austin, media use by adspend and as share of total, Nov 2006-Nov 2007
- Figure 28: Ethel Austin, top five brands by adspend, Nov 2007
- Clarks
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- Figure 29: Clarks, media use by adspend and as share of total, Nov 2006-Nov 2007
- Figure 30: Clarks, top five brands by adspend, Nov 2007
- Nielsen Media Research/Definitions
Report Focus: Childrenswear Retailing
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- Childrenswear retailing
- Tough trading conditions
- Demographics unsupportive
- Price versus value
- Value retailers stealing share
- Growth and expansion of the supermarkets
- From birth and Barbie to brands
- Fashion queens
- It’s a gift
- What’s the difference?
- Does size matter?
- Market growth
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- Figure 31: UK consumer expenditure on childrenswear, at current and constant 2002 prices, 2002-07
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- Figure 32: Structure of the childrenswear market, at current prices, 2002-07
- Consumers: Who, where and why
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- Figure 33: Positioning of retailers, compared by age and affluence, October 2007
- Figure 34: Where they buy childrenswear, October 2007
- Figure 35: Where they buy childrenswear, 2005 and 2007
- Where they buy childrenswear
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- Figure 36: Where they buy childrenswear, by gender, age and socio-economic group, October 2007
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- Figure 37: Where they buy childrenswear, by gender, age and socio-economic group, October 2007
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- Figure 38: Where they buy childrenswear, by gender, age and socio-economic group, October 2007
- Loyalty rating
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- Figure 39: Loyalty to retailers, October 2007
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- Figure 40: Number of children’s clothing retailers visited, by number of customers, October 2007
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- Figure 41: Number of children’s clothing retailers visited, by gender, age and socio-economic group, October 2007
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- Figure 42: Number of stores visited, by retailer, October 2007
- Figure 43: What they think of buying childrenswear, October 2007
- Style and value
- Looking good is paramount
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- Figure 44: What they think of buying childrenswear, by gender, age and socio-economic group, October 2007
- Differentiating age groups is important
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- Figure 45: What they think of buying childrenswear, by gender, age and socio-economic group, October 2007
- Statements about childrenswear, by retailer
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- Figure 46: What they think of buying childrenswear, by retailer, October 2007
- Figure 47: What they think of buying childrenswear, by retailer, October 2007
- Profiles of leading childrenswear retailers
- Mothercare
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- Figure 48: Outlet data, 2002/03-2006/07
- Figure 49: Foreign store network, by region, March 2007
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- Figure 50: Mothercare Group, financial performance, 2002/03-2006/07
- Myriad (Adams Childrenswear)
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- Figure 51: Adams Childrenswear Ltd, financial performance, 2000-05
- Mamas & Papas Retail Ltd
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- Figure 52: Mamas & Papas, financial performance, 2003/04-2005/06
- Industry Insights
- Solid sales despite bad weather
- Kids increasingly make decisions
- Kids’ opinions matter
- Saving the environment at a price
- The future
- Continued growth, but will it sustain?
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- Figure 53: Forecast of UK consumer expenditure on childrenswear, at current and constant 2007 prices, 2002-12
- Infantswear remains strongest performer
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- Figure 54: Forecast of segments within the childrenswear market, at current and 2007 prices, 2007-12
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