Table of Contents
Analyst’s Comment
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- A change in attitudes
- Saving not spending
- The double whammy
Headlines of the Month
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- Food retailers
- Clothing
- Mixed goods
- Department stores
- Homewares
- Miscellaneous
- Home shopping
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 1: Retail sales trends, 2008-09
- Early indications for March
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2007/09
- Figure 3: John Lewis: Year-on-year growth, 2008-09
- Inflation and wages
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- Figure 4: RPI vs Wage rate growth, 2007-09
- Inflation has begun to fall back
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- Figure 5: Annual percentage change in Retail Price Index for selected product groups, Aug 2007-Feb 2009
- Looking forward
Sector Focus – Mixed Goods
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- Sales trends
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- Figure 6: Mixed goods retailers, sales trends, 1999-2008
- Figure 7: Mixed goods retailers relative to all retail sales, 1998-2008
- 2009
- Retail price inflation
- Consumer expenditure
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- Figure 8: Consumer expenditure on selected product categories (£m), 2004-08
- Leading retailers
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- Figure 9: Mixed goods retailers – Leading players, 2007/08
Advertising News
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- New campaigns
- Asda brings back "pocket tap" ad
- Greggs rolls out Easter campaign
- John Lewis kicks off Home campaign
- Accounts gains and losses
- Co-operative reviews £32m media business
- HomeForm retains DLKW for £15m account
Executive Appointments
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- Asda appoints new marketing chief
- Asos hires new finance director
- Jessops receives restructuring officer
- Kingfisher chairman announces retirement
- New Look chairman steps down
- Moss Bros appoints Brick as new chief
- Theo Fennell chief departs
Advertising Expenditure
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- Figure 10: Total advertising expenditure by all advertisers (£m), Jan 2005-Jan 2009
- Figure 11: Total advertising expenditure by all retail advertisers (£m), Jan 2005-Jan 2009
- Use of media
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- Figure 12: Use of media by retail and all advertisers (£m), Jan 2008-Jan 2009
- Figure 13: Use of media by retail and all advertisers (%), Jan 2008-Jan 2009
- Top 25 retail advertisers
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- Figure 14: Top 25 retailers by adspend (£), Dec 2008-Jan 2009
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The Month in UK Retailing
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- Grocers
- Aldi posts sales increase
- Asda increases pressure on suppliers
- Morrisons
- … sees rise in FY profits
- … will weather downturn, says CEO
- Netto and Iceland team up for store development
- Sainsbury's reports robust Q4 results
- Tesco
- … scales down housing project
- … to open in-store banks
- Waitrose to launch in motorway service stations
- Other food specialists
- Holland & Barrett/Julian Graves merger goes to Competition Commission
- Clothing retailing
- French Connection posts FY loss
- Hobbs sees FY profits fall
- La Senza attracts “Dragon’s” attention
- Laura Ashley posts FY profit drop
- Moss Bros posts £5m FY loss
- Mulberry stake sold to Kaupthing
- Peacocks reports soaring sales
- Ted Baker FY profits plunge 11.4%
- Mixed goods retailing
- Mothercare posts impressive FY results
- WH Smith trials pick 'n' mix
- Multi-sector retailing
- Home Retail Group posts Argos, Homebase results
- M&S
- … extends branded product trial
- … shareholders to revolt over Sir Stuart Rose
- … sees sales fall
- Next posts 11% decline in FY operating profit
- Department stores
- Beales LFLs down but "better than average"
- Debenhams
- … H1 results hit by "extremely difficult" conditions
- … ponders Russian re-entry
- Harvey Nichols sees profits fall 40%
- John Lewis suffers 26.4% drop in profit
- DIY retailing
- Kingfisher posts FY sales, profit increase
- Robert Dyas plots buyout deal
- Travis Perkins plans £300m rights issue
- Electrical retailing
- DSGi mulls rights issue
- Carpet retailing
- Allied Carpets saved by investment fund
- Furniture retailing
- Dreams sleeps easy with FY profits up 18%
- Land of Leather founders plot sofa chain launch
- Smallbone bought out of pre-pack administration
- Home shopping
- Findel closes Cotswold and Letterbox
- Flying Brands reports 53% profit drop
- Ideal Shopping takes £9.2m hit
- Ocado offers "Instant Order" choosing service
- Book and stationery retailing
- Clinton Cards
- … agrees new loan deal
- … suffers profit slump
- WH Smith
- … entertainment website goes live
- … trials pick 'n' mix
- Sports and leisure goods retailing
- Blacks Leisure warns of losses
- JJB
- … outlines refinancing plans
- … health clubs to be bought by Whelan
- … 23% stake goes from Ronnie to Ashley
- … founder transfers 71% stake
- Jewellers
- Aurum chairman confident of future
- Signet
- … renegotiates debt
- … suffers loss in 2008
- Photographic retailing
- Jessops receives restructuring officer
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