Table of Contents
Analyst Comment
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- A few thoughts about Christmas
- The virtues of consumer research
- Actions speak louder than words
- Not enough bad news to keep the media happy
- Deflation in discounts as well
- Paradoxes
- Where next?
Headlines of the Month
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 1: Retail sales trends, 2008-09
- Early data for December
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- Figure 2: UK retail sales year-on-year growth, BRC vs ONS, 2007/09
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2008-10
- Inflation and wages
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- Figure 4: RPI vs Wage rate growth, 2007-09
- Record rise in Inflation
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- Figure 5: Annual percentage change in Retail Price Index for selected product groups, 2008-09
- Looking forward
Sector Focus – Clothing and Footwear Retailers
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- Sales trends
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- Figure 6: Clothing and footwear specialist retailers, sales trends, 1999-2009
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- Figure 7: Deflation in clothing and footwear, 1999-2009
- Sharp falls
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- Figure 8: Clothing and footwear retailers as % of all retail sales, 1999-2009
- Sub-sectors
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- Figure 9: Breakdown of clothing and footwear retailers’ sales by sub-sector, 1999-2009
- Retail price inflation
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- Figure 10: Indices of retail prices for key product categories, Jan 1998-Dec 09
- Consumer expenditure
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- Figure 11: Consumer expenditure on selected product categories, 1998-2009 (Q3)
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- Figure 12: Clothing retailers as % all spending on clothing, 1998-2008
- Clothing sector
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- Figure 13: Clothing specialists: Leading retailers’ share of clothing retailers’ sales, 2007/08-2008/09
- Footwear
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- Figure 14: Footwear specialists: Leading retailers’ share of footwear retailers’ sales, 2008
News Analysis
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- Co-ops (retail)
- Co-operative sales soar 66% over Christmas
- Convenience stores
- Costcutter reveals solid festive trading
- Spar
- …festive sales up 10.3%
- …LFLs up 4.8%
- Grocers
- Asda
- …raises the stakes in price war
- …reports solid Christmas results
- Ocado Christmas week sales soar 49%
- Sainsbury's boasts record Christmas performance
- Tesco
- …enjoys strong Christmas results
- …to launch mortgage market assault in 2010
- Off-licences
- Majestic enjoys festive 11.7% rise in LFLs
- Clothing retailing
- Mamas & Papas secures funding for expansion
- New Look enjoys Christmas sales boost
- Peacocks reports robust Christmas sales
- Superdry-owner reports record Christmas sales
- Ted Baker sales soar 19% ahead of Christmas
- Mixed goods retailing
- Original Factory Shop reports bumper Christmas
- Poundland festive sales rise by one third
- Multi-sector retailing
- Laura Ashley LFLs up 4.9%
- Marks & Spencer
- …Christmas sales expected to edge up
- …posts sales rise
- Next posts sales increase
- Department stores
- Debenhams LFLs up 0.1%
- House of Fraser enjoys record Christmas sales
- John Lewis
- …enjoys record Christmas sales
- …enjoys strong online Christmas Clearance
- Liberty attracts potential buyers
- DIY retailing
- Topps Tiles closes Dutch operations
- Wickes posts strong sales
- Electrical retailing
- Kesa records profit increase
- Carpet retailing
- Carpetright posts 15.8% profit increase
- United Carpets sees H1 sales rise 10%
- Furniture retailing
- DFS brings Boxing Day Sale forward
- Habitat bought by Hilco
- Homewares retailing
- Dunelm posts strong H1 results
- Home shopping
- Ideal Shopping Direct
- …reveals solid FY results
- Shop Direct Christmas sales up 6.3%
- Music and video goods retailing
- HMV
- …boss optimistic despite Waterstone's sales hit
- …makes move into music festivals
- Books and stationery retailing
- Clinton Cards sees 3.6% LFL rise over Christmas
- Sports and leisure goods retailing
- Blacks Leisure sees strong Christmas trading
- JD Sports posts festive LFLs rise
- JJB Sports records 52% sales slump
- Jewellers
- Theo Fennell gets X Factor boost
- Toys and games retailing
- Game suffers disappointing Christmas
- Miscellaneous specialist retailing
- Bidders circle Pets at Home
- HobbyCraft to be put up for sale
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