Table of Contents
Analyst Comment
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- There will be Christmas cheer this year
- Consumers
- Timing
- Intentions for 2009
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- Figure 1: Difference between those planning to spend more and those planning to spend less, 2001-09
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- Figure 2: Christmas spending intentions, 2001-09
- The young are the most optimistic
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- Figure 3: Spending plans by age, 2009
- Figure 4: Those planning to spend more this Christmas, by age, 2008 and 2009
- Attitudes
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- Figure 5: Attitudes to Christmas spending, 2002-09
- The Internet
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- Figure 6: Attitudes to Christmas spending over the Internet, 2008-09
- But – will they go out and spend anyway?
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- Figure 7: Tendency to splash out to have a good Christmas, 2008-09
- VAT
- Predictions
- Have a good Christmas
- Looking further ahead
- A note on the research
Headlines for the Month
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- Food retailers
- Clothing
- Mixed goods
- Multi-sector
- Department stores
- Carpet retailers
- Homewares
- Home shopping
- Sports retailers
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 8: Retail sales trends, 2008-09
- BRC data
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- Figure 9: UK retail sales y/y growth, BRC vs ONS, 2007/09
- Figure 10: John Lewis: Year-on-year growth, 2008-09
- Inflation and wages
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- Figure 11: RPI vs Wage rate growth, 2007-09
- The RPI up again
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- Figure 12: Annual percentage change in Retail Price Index for selected product groups, 2008-09
- Looking forward
Sector Analysis – Electricals
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- Sales trends
- Weak retailers
- Volume sales
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- Figure 13: Electrical specialist retailers, sales trends, 1999-2009
- Figure 14: Electrical retailers as percentage of all retail sales, 1998-2009
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1998-2008
- Retailer performance
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- Figure 16: Electricals specialists sales relative to spending on electricals goods, 1998-2009 (H1)
- Prospects
- Retail price inflation
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- Figure 17: Indices of retail prices for product categories, 2000-09
- Electrical retailers: Latest trends
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- Figure 18: UK: Leading electical retailers, 2008/09
The Month in UK Retail
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- Co-ops (retail)
- Co-op posts H1 profit increase
- Grocers
- Morrisons asks suppliers for support
- Tesco
- … to create 1,000 jobs in bank division
- … to invest £3 million in senior staff development
- Off-licences
- First Quench
- on the brink of administration
- … plunges into administration
- … to close 373 Threshers stores
- … circled by potential buyers
- Clothing retailing
- Arcadia profits increase 13%
- Bhs overhaul planned
- Burberry enjoys revenue boost
- Matalan ponders £1.5 billion sale
- Primark LFLs up 7%
- TM Lewin posts record results
- Mixed goods retailing
- Alliance Boots
- … buys back debt at a discount
- … loses out in Swedish auction
- … posts 11.6% revenue boost
- Home Retail Group H1 profit up
- Instore H1 losses narrow
- Mothercare
- LFLs up 4.1%
- … signs deal for Indian expansion
- Multi-sector retailing
- M&S
- … launches climate change campaign
- … plots food sales boost
- … posts solid results, to sell brands in stores
- … to unveil overhauled website
- … to increase sales with online food offering
- Next sales beat expectations
- Department stores
- Debenhams
- … chairman to leave
- … enjoys profit boost
- … to restart refurbishment plan
- Harrods to sell gold bars
- John Lewis posts online sales surge
- Liberty posts "strong" July sales
- DIY retailing
- Kingfisher demands better terms from landlords
- Carpet retailing
- Carpetright reports better-than-expected H1 sales
- Floors-2-Go seeks funds for expansion
- Homewares retailing
- BrightHouse LFLs up 9.9%
- Dunelm enjoys LFLs increase
- Home shopping
- Amazon sales and profits up
- Flying Brands
- … raises £1.76 million through share placing
- … sales down 2%
- N Brown posts 13% profit increase
- Shop Direct warns rival Alworths
- Furniture retailing
- Habitat could be put up for sale
- Greeting cards retailing
- Clinton Cards results improve in Q2
- Health and beauty retailing
- Body Shop LFLs down 0.9%
- Book and stationery retailing
- WH Smith
- … posts mixed results
- … confident about Christmas 2009 season
- Sports and leisure goods retailing
- Blacks Leisure
- … H1 loss widens to £18 million
- … proposes CVA
- JJB Sports
- … reports £100 million fundraising success
- … shareholder sells 22 million shares
- … quashes fund raising cancellation rumours
- Sports Direct to lose largest stakeholding
- Jewellers
- Aurum agrees refinancing, posts solid results
- Signet posts sales decrease
Executive Appointments and Advertising News
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- Executive appointments
- Bigg’s president retires
- Advertising news
- New campaigns
- Argos in Christmas push
- Borders UK plots loyalty scheme
- BrightHouse launches biggest-ever marketing campaign
- Co-op in climate change protest
- Littlewoods launches its Christmas campaign
- M&S
- Matalan in Halloween haunt
- Mothercare teams up with Turner Broadcasting
- Threshers three-for-£8 deal
- Topman rolls out Christmas gift guide
- Waitrose in responsible drinking campaign
- Woolworths seasonal campaign
- Accounts gains and losses
- Comet in £13 million ad review
- French Connection hires Poke
- Asda moves £75 million advertising account into Saatchi & Saatchi
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