Table of Contents
Analyst Comment
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- The man at the top
- Looking for a successor
- The man or the background
- One company’s gain is another’s loss
Headlines for the Month
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- Food retailers
- Clothing
- Multi-sector
- Department stores
- DIY
- Electricals
- Furniture retailing
- Home shopping
- Miscellaneous
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2008-09
- BRC data
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2007/09
- John Lewis
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- 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
- The RPI up again
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- Figure 5: 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 6: Electrical specialist retailers, sales trends, 1999-2009
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- Figure 7: Electrical retailers as percentage of all retail sales, 1999-2009
- Consumer expenditure
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- Figure 8: Consumer expenditure on selected product categories (£m), 1998-2009 H1
- Retailer performance
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- Figure 9: Electricals specialists’ sales relative to spending on electricals goods, 1998-2008
- Increased competition
- Prospects
- Retail price inflation
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- Figure 10: Indices of retail prices for product categories, 2000-09
- Electrical retailers: Latest trends
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- Figure 11: UK: Leading electical retailers, 2008/09
News Analysis
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- Bakers (retail)
- Greggs eyes Threshers stores for expansion
- Co-ops (retail)
- Co-operative wades into Christmas price war
- Waitrose wades into Champagne price war
- Convenience stores
- Costcutter pulls out of bid for First Quench stores
- Grocers
- Asda moves first in Christmas price war, records sales increase
- Hagar chief asks Walker for cash
- Haldanes
- …opens new store and Scottish HQ
- …unveils expansion plans
- Morrisons LFLs up 4.3%
- Ocado ponders Carrefour link up
- Sainsbury's
- …boasts 'strong sales'
- …plans Northern Irish expansion
- Tesco
- …announces £100 million Chinese expansion
- …launches early Clubcard offer to woo Christmas shoppers
- …plans superstore splurge
- …posts "solid" sales growth
- …signs deal with C&W for broadband
- …to open network of 'dark stores'
- …Irish store plan refused
- Waitrose
- …MD tipped as next Morrisons chief
- …to sell goods in Shell petrol stations
- Off-licences
- First Quench announces more job cuts
- Majestic Wine profit up 9%
- Threshers franchisees form action group
- Clothing retailing
- Europe: TJX Europe Q3 LFLs up 1%
- Alexon LFLs down 14%
- French Connection posts sales increase
- Jaeger FY profits halve
- Matalan
- …attracts suitors
- …receives five first-round bids
- Moss Bros enjoys sales rise
- New Look appoints advisers for IPO
- Peacocks to start selling music
- Primark has "best ever" trading day in London
- Ted Baker sales up 19.8%
- Mixed goods retailing
- Mothercare posts £7.1 million loss
- Multi-sector retailing
- M&S
- …appoints Bolland as new chief
- …offers 1p delivery for online shoppers
- …ponders European return
- Department stores
- Debenhams
- …acquires Magasin for £12.3 million
- …to open in Vietnam
- John Lewis reports record week
- DIY Retailing
- Kingfisher profits up 28%
- Topps Tiles FY profit down
- Electricals retailing
- Carphone Warehouse posts 88% profit boost
- DSGi
- …to sue legal advisers over French withdrawal
- …posts £17.6 million loss
- Phones 4U launches free wi-fi in-store
- Music and video goods retailing
- HMV losses narrow
- Furniture retailing
- Habitat
- …bought by Hilco
- Home shopping
- Asos enjoys sales and profits boost
- Findel
- …appoints new chief
- ...posts H1 loss
- Net-a-porter H1 profits surge 56%
- Shop Direct looking to relaunch Woolworths on the high street
- Health and beauty retailing
- Alliance Boots plans overseas expansion
- Books and stationery retailing
- Borders
- …falls into administration
- …head office staff made redundant
- …on the brink of administration
- Clinton Cards LFLs rise 3.9%
- WH Smith
- …suffers sales drop
- …withdraws Borders bid
- Sports and leisure goods retailing
- Blacks Leisure CVA nears completion
- JD Sports Fashion
- …posts solid results
- …offloads JJB stake
- JJB appoints new chief executive
- Sports Direct pre-tax profit down 40.8%
- Jewellers
- Signet records $10.5 million loss
- Toys and games retailing
- Game Group suffers large sales fall
- Miscellaneous specialist retailing
- Halfords profit up 24%
- Hobbycraft
- …sales boosted by revival of traditional hobbies
- …to be put up for sale
- Luxury goods retailing
- Burberry
- …plans Indian venture
- …profits down 19.6%
- Mulberry posts strong results
- Economy
- BRC: November retail sales "disappointing"
- London LFLs up 4.2% in October
- London retail sales up 13.3%
- ONS: Retail sales up in October
- Retail sales volumes up, says CBI
- Scottish retail sales fall behind rest of UK
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