Table of Contents
Analyst Comment
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- Retail sales statistics
- All change again
- SIC 2007
- Does it make much difference?
Headlines for the Month
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- Food retailers
- Clothing retailers
- Mixed goods retailers
- Multi-sector retailers
- Department stores
- DIY
- Furniture retailers
- Home shopping
- Sports goods retailing
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 1: Retail sales trends, 2009-10
- February – an easier comparison
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, Oct 2007-Feb 2010
- But what does it mean?
- 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, 2007-10
- The RPI up again
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- Figure 5: Annual percentage change in Retail Price Index for selected product groups, 2009-10
- Looking forward
Sector Focus – Furniture, Carpets and DIY
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- Housing
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- Figure 6: Housing transactions, 2005-09
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- Figure 7: UK: House prices, 2000-10
- Furniture
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- Figure 8: Furniture retailers, sales trends, 2000-09
- Figure 9: Furniture retailers year on year sales growth, 2007-10
- Carpets
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- Figure 10: Carpet retailers, sales trends, 2000-09
- Figure 11: Carpet retailers relative to all retail sales, 2007-10
- DIY
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- Figure 12: DIY retailers, sales trends, 2000-09
- Figure 13: DIY retailers relative to all retail sales, 2007-10
- Retail price inflation
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- Figure 14: Indices of retail prices for product categories (household goods), 2005-10
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories, 2005-09
- Leading retailers
- Furniture retailers
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- Figure 16: Furniture retailers’ sales relative to all retail sales, 1999-2008
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- Figure 17: Furniture retailers – Leading specialists, 2008/09
- Carpets
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- Figure 18: Carpet retailers’ sales relative to spending on carpets, 1999-2009
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- Figure 19: Carpet retailers – Leading specialists, 2008/09
- DIY
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- Figure 20: DIY retailers sales as % all retail sales, 1999-2009
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- Figure 21: DIY retailers – Leading specialists, 2008/09
News Analysis
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- Bakers (retail)
- Thorntons posts profit increase
- Co-ops (retail)
- Co-op Group reviewing media account
- Grocers
- Asda
- … and Sainsbury's launch youth training initiatives
- … bosses seek to tackle "boring" performance
- … LFLs up 6% in 2009
- Morrisons profit boosted by new stores
- Tesco
- … extends double Clubcard points offer
- … Tesco launches Couture clothing range
- Waitrose
- … joins forces with Delia and Heston
- … targets £10bn sales
- Clothing retailing
- TJX Europe FY like-for-likes rise 5%
- Tommy Hilfiger sold for $3bn
- Adili sold for £1
- Agent Provocateur appoints Winser as new chairman
- Alexon plots £20m cash call
- Austin Reed reports tough year
- Fat Face owner injects £8.5m fresh capital
- French Connection losses widen
- J Crew enters UK after deal with Net-a-Porter
- Matalan
- … considers refinancing
- … founder could receive £250m amid refinancing
- Moss Bros chairman steps down
- Mulberry reveals strong FY trading
- New Look board mulls IPO withdrawal
- Primark sales up 8%
- Suits You CVA successful
- SuperGroup
- … seeks to raise £125m
- … confirms IPO details
- … IPO expected to be oversubscribed
- Whistles suffers £5m loss in 2008
- Michels rules himself out of M&S chairman role
- River Island aims for slice of childrenswear market
- US: Gap plots new shopping website and Italian entry
- Mixed goods retailing
- Poundland
- … owner Advent mulls sale
- … announces bullish expansion plans
- … founder to launch mid-market variety chain
- Home Bargains in £25m expansion drive
- Multi-sector retailing
- Home Retail Group LFLs down 9.4%
- Books and stationery retailing
- Card Factory founders poised for £400m windfall
- Department stores
- Debenhams sales up 1.7%
- House of Fraser
- … announces partnership with Retail Arabia
- … outlines expansion plans
- John Lewis
- … combines store and online retailing
- … posts 9.7% profit rise
- Liberty
- … mulls freehold sale of London flagship store
- … poised for sale
- DIY retailing
- Kingfisher sales hit the buffers
- Travis Perkins profits down 11%
- Electrical retailing
- Best Buy circles Homebase stores
- Furniture retailing
- DFS poised for £500m sale
- Habitat makes redundancies to re-establish growth
- Home shopping
- Richemont makes Net-a-Porter bid
- Flying Brands profit up
- N Brown to launch plus-size menswear
- Health and beauty retailing
- Alliance Boots considers click-and-collect deals with rivals
- The Body Shop posts robust results
- Sports and leisure goods retailing
- Blacks
- … adjourns EGM after Sports Direct buys stake
- … begins store expansion
- … to ask for deadline for Sports Direct bid
- … circled by Halfords
- Sports Direct
- … blocks Blacks' fund raising and mulls bid
- … eyes Blacks Leisure stake
- … retails sales rise 9%
- … succeeds in Blacks stake purchase
- Miscellaneous specialist retailing
- Halfords
- … buys car servicing company
- … ponders £30m Blacks Leisure bid
- HobbyCraft attracts more suitors
- Economics
- BRC: Retail sales rebound in February
- London retail LFLs up 9.9%
- ONS: Retail sales down 1.8%
- Scottish retailers suffer poor January sales
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