Table of Contents
Analyst Comment
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- In uncharted territory
- Pain for consumers
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- Figure 1: “The election result is good for me/the economy”, May 2010
- Implications
- Timing
- Déjà vu
Headlines for the Month
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- Food retailers
- Clothing retailing
- Footwear retailing
- Mixed goods
- Multi-sector
- Department stores
- Furniture retailing
- Home shopping
- Book retailing
- Sports
- Electricals retailers
- Miscellaneous
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 2: Retail sales trends, 2009-10
- April – looks disappointing
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, 2008-10
- John Lewis
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- Figure 4: John Lewis: Year-on-year growth, 2008-10
- Inflation and wages
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- Figure 5: RPI vs Wage rate growth, 2008-10
- The RPI up again
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- Figure 6: Annual percentage change in Retail Price Index for selected product groups, 2009-10
- Looking forward
Sector Analysis – Electricals
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- Sales trends
- Electricals retailers
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- Figure 7: Electrical specialist retailers, sales trends, 2000-09
- Computer and telecoms retailers
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- Figure 8: Computer and telecoms specialist retailers, sales trends, 2000-09
- The retailers and the Internet
- Sector performance
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- Figure 9: Electrical retailers as % of all retail sales, 1999-2009
- Consumer expenditure
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- Figure 10: Consumer expenditure on selected product categories (£m), 1999-2009
- Prospects
- Retail price inflation
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- Figure 11: Indices of retail prices for product categories, 2000-10
- Electrical retailers: Leading players
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- Figure 12: UK: Leading electical retailers, 2008/09
News Analysis
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- Bakers (retail)
- Thorntons reports disappointing results
- Co-ops (retail)
- OFT fines retailers £225 million for tobacco price fixing
- Grocers
- Asda
- ...Bond stands down as Asda chief executive
- ..Clarke tipped to be new Asda chief
- …offers top executives early pay to avoid 50% tax
- …plans 150 Living stores to become largest non-food retailer
- Morrisons
- …announced £32 million of price cuts
- ...LFLs slow in Q1
- Netto UK profits up 53%
- Sainsbury's to sponsor Paralympic Games
- Tesco
- …announces massive FY profit
- …launches social networking site
- Clothing retailing
- Alexon reports FY loss
- Arcadia COO departs
- Burberry sales improve
- Envy falls into administration
- Jaeger targets premium young market with new brand
- Moss Bros to open bespoke tailoring stores
- Mothercare circles Blooming Marvellous
- Peacocks ponders sale or refinancing
- Phase Eight receives interest from suitors
- Primark profits and sales increase
- Republic put up for sale
- River Island chief steps down
- Supergroup sales surge 83%
- The Original Factory Shop sales rise 35%
- Footwear retailing
- Faith slips into administration
- Logo 69 expresses Faith interest
- Mixed goods retailing
- Home Retail Group posts fall in annual profits
- Poundland sold for £200 million
- Multi-sector retailing
- M&S
- …converts entire mini wine range to plastic
- …finance director steps down
- Next LFLs rise 2.2%
- Department stores
- Debenhams posts £114.5 million profit
- John Lewis to launch biggest ever TV campaign
- Harrods sold by Al Fayed
- New Harrods owners consider overseas expansion
- DIY retailing
- Focus undergoes management changes
- Furniture retailing
- DFS sold for £500 million
- Homewares retailing
- Dunelm reports LFLs increase
- Home shopping
- Asos
- …revenue soars 35%
- …to launch virtual marketplace
- Findel FY sales up 1%
- Freemans receives £10 million cash injection
- N Brown posts strong FY results
- The Hut Group raises £14 million
- Books and stationery retailing
- WH Smith profits up 2%
- Sports and leisure goods retailing
- Blacks Leisure posts FY results
- JD Sports posts profit increase
- Sports Direct enjoys strong results
- VF Corporation buys Blacks stake
- Garden centres
- Dobbies FY LFLs increase 6.2%
- Electricals retailing
- Carphone Warehouse records solid results
- Video games retailing
- Game Group profits slump 28%
- Music and DVD retailing
- HMV LFLs down 13.2%
- Economy
- London LFLs up 9.9% in March
- ONS: Retail sales up in March
- Scottish retail sales up 0.4%
- UK retail sales down in April, says BRC
- UK retail sales up 6.6% in March
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