Table of Contents
Analyst’s Comment
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- One recession, or two?
- Underpinning retail sales
- Where next?
- There are bad times just around the corner
- A note in defence of the ONS
- Changing methods
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- Figure 1: Retail sales value growth on old and new bases, 2005-09
- Incompetent reporting
Headlines for the Month
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 2: Retail sales trends, on old and new ONS bases, 2008-09
- Early indications for May
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, 2007/09
- Figure 4: John Lewis: Year-on-year growth, 2008-09
- Inflation and wages
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- Figure 5: RPI vs Wage rate growth, 2007-09
- The RPI falls again
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- Figure 6: Annual percentage change in Retail Price Index for selected product groups, 2008-09
- Looking forward
Sector Analysis – Electricals
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- Sales trends
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- Figure 7: Electrical specialist retailers, sales trends, 1999-2009 Q1
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- Figure 8: Electrical retailers as percentage of all retail sales, 1998-2009
- Consumer expenditure
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- Figure 9: Consumer expenditure on selected product categories (£m), 1998-2008
- Retailer performance
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- Figure 10: Electricals specialists sales relative to spending on electricals goods, 1998-2008
- Retail price inflation
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- Figure 11: Indices of retail prices for product categories, 2000-09
- Electrical retailers: Latest trends
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- Figure 12: UK: Leading electical retailers, 2007/08
Advertising News
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- New campaigns
- Asda rolls out cycling project
- Currys in summer tie-up with News International
- M&S
- … stages 125th birthday penny bazaars
- … in nostalgic anniversary ad drive
- Morrisons brings in-store mag online
- PC World kicks off brand-led campaign
- Phones4U turns to popular people
- Tesco offers free laptops as it challenges Carphone
- Waitrose in "Essential" campaign
- Account gains and losses
- Mothercare appoints BBH
- Selfridges hands centenary brief to Wieden & Kennedy
- Seventy Seven to promote Spar as a 'credible' wine seller
Executive Appointments
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- Alliance Boots names new CEO
- Halfords appoints new chairman
- Mulberry's COO resigns
- Wyevale Garden Centres appoints new chairman
Advertising Expenditure
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- Figure 13: Total advertising expenditure, by all advertisers (£m), Mar 2005-Mar 2009
- Figure 14: Total advertising expenditure, by all retail advertisers (£m), Mar 2005-Mar 2009
- Use of media
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- Figure 15: Use of media, by retail and all advertisers (£m), Mar 2008-Mar 2009
- Figure 16: Use of media, by retail and all advertisers (%), Mar 2008-Mar 2009
- Top 25 retail advertisers
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- Figure 17: Top 25 retailers, by adspend (£), Feb 2009-Mar 2009
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The Month in UK Retailing
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- Bakers (retail)
- Greggs sales up 5% in H1
- Grocers
- Asda
- … sales up 8.4% in Q1
- … to expand in Scotland
- Morrisons reports strong Q1 sales
- Sainsbury's enjoys 11% hike in FY profits
- Spar International posts "excellent" results
- Tesco trials DVD rental kiosks in Ireland
- Waitrose bucks downturn with quarterly growth
- Off-licences
- First Quench posts FY loss
- Clothing retailing
- Alexon LFLs slump 10.5% in Q1
- Aquascutum in sales talks
- Bay Trading bought out of administration
- Burberry suffers annual loss
- French Connection posts sales boost
- Moss Bros reports sales fall
- New Look posts record FY results
- TJX Europe plans huge UK expansion
- Footwear retailing
- Clarks profits increase 16%
- Debenhams parts ways with Shoe Studios
- Mixed goods retailing
- Mothercare FY profits soar
- Poundland posts annual earnings jump
- Multi-sector retailing
- Alliance Boots posts £13m profit
- Laura Ashley records sales rise
- Marks & Spencer cuts dividend as FY profit drops
- Department stores
- Debenhams posts sales dip, looks to raise £323 million
- DIY retailing
- B&Q invests £18m in furniture launch
- Kingfisher enjoys 40% profit boost
- Topps Tiles profits slump
- Wickes owner in £300m rights issue
- Electrical retailing
- Best Buy Europe posts annual loss
- DSGi sells Hungarian chain for €1
- Kesa sees sales drop 7.5%
- Home shopping
- Findel considers rights issue after disappointing year
- Ideal Shopping Direct enjoys sales increase
- Book and stationery retailing
- Borders UK hires restructuring firm
- Clinton Cards puts Birthdays into administration
- WH Smith posts solid Q3 sales
- Sports and leisure goods retailing
- Blacks Leisure suffers annual loss
- JD Sports
- … acquires Chausport for €8 million
- … ponders JJB takeover
- … posts LFLs boost
- JJB sees sales plunge 23%
- Sports Direct sells 5% JJB Sports stake to mystery investor
- Jewellers
- Aurum reports flat Q1 sales
- Signet delivers Q1 profit increase
- Garden centres
- Dobbies enjoys sales rise
- Miscellaneous specialist retailing
- Halfords profits rise 2.4%
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