Table of Contents
Analyst Comment
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- Herd instinct
- Hardly surprising
- Not a recipe to print money
- Consumers will be looking for quality and value for money
- Overcrowding ends in tears
Headlines for the Month
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- Food retailers
- Clothing retailers
- Footwear retailers
- Mixed goods
- DIY
- Music & video
- Electricals
- Home shopping
- Health and beauty
- Miscellaneous
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 1: Retail sales trends, 2009-10
- BRC and ONS out of line – again
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2009-10
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2009-10
- Inflation and wages
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- Figure 4: RPI vs Wage rate growth, 2008-10
- The RPI eases back
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2009-10
- 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, 2000-10 (May)
- Deflation
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- Figure 7: Deflation in clothing and footwear, 1999-2010
- Sharp falls
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- Figure 8: Clothing and footwear retailers as % of all retail sales, 1999-2009
- Subsectors
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- Figure 9: Breakdown of clothing and footwear retailers’ sales by sub-sector, 2000-10 (i-V)
- Retail price inflation
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- Figure 10: Indices of retail prices for key product categories, 2000-10
- Consumer expenditure
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- Figure 11: Consumer expenditure on selected product categories, 2000-09
- Clothing sector
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- Figure 12: Clothing specialists: Leading retailers’ share of clothing retailers’ sales, 2008/09-2009/10
- Footwear
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- Figure 13: Footwear specialists: Leading retailers’ share of footwear retailers’ sales, 2008
News Analysis
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- Grocers
- Ireland: Musgrave sales down 3%
- Asda grocery share declines
- Buffett increases Tesco stake
- Retailers must re-evaluate, Asda chairman says
- Sainsbury's
- …reports sales increase
- …launches new ad campaign
- …aims for schoolwear boost
- …reshuffles executive roles
- Tesco
- …quarterly sales up 6.9%
- …plans property sell-off
- …raises £950m through store sale
- …to open standalone London clothing store
- …to purchase Fresh & Easy suppliers
- Waitrose
- …buys Channel Island supermarkets
- …ends EAT talks
- Clothing retailing
- Alexon sales down 5%
- H&M records soaring profits in Q2
- Jacques Vert posts ‘strong set of results’
- Mamas & Papas enters US with Toys R Us link-up
- Matalan posts rise in profits
- Primark sales rise 17%
- Republic acquired by private equity group
- Ted Baker posts 20% sales increase
- USC back in the black
- Victoria’s Secret to open London store
- Footwear retailing
- Schuh posts record results
- Tom Hunter puts Office up for sale
- Mixed goods retailing
- Wilkinson doubles profits
- Multi-sector retailing
- M&S LFLs increase 6%
- Department stores
- Beales reports improved profits
- Debenhams LFLs drop 0.4%
- Harrods to open own-label boutiques
- John Lewis reports sales increase
- DIY retailing
- B&Q to open city centre stores
- Travis Perkins buys BSS Group for £557.6m
- Music and DVD retailing
- HMV
- …mulls Waterstones sale
- …posts 17% rise in profits
- Electrical retailing
- Best Buy UK chief stands down
- Comet plans UK store refurbishment
- DSGi increases profits by 61%
- Investor buys stake in Kesa
- Carpet retailing
- Carpetright reports soaring profits
- Home shopping
- Amazon launches UK grocery offer
- Ideal Shopping
- …enjoys sales boost
- …to enter pet accessory market
- Isis invests in Getting Personal
- My-Wardrobe receives £6m investment
- N Brown Group
- …buys Figleaves
- …reports 'subdued' trading
- Ocado
- …confirms IPO
- …anticipates £1.18bn IPO valuation
- …hits out at funding claims
- The Hut Group launches Washbag.com
- Health and beauty retailing
- Superdrug losses narrow
- The Fragrance Shop posts LFLs increase
- Books and stationery retailing
- Clinton Cards issues profit warning
- Sports and leisure goods retailing
- JJB reports sales improvement
- Tiso back in the black
- Trespass plans major expansion
- Jewellers
- Theo Fennell reduces losses
- Toys and games retailing
- Hamleys posts first profit for six years
- Video games retailing
- Game Group suffers sales drop, appoints new chief
- Miscellaneous specialist retailing
- Pets at Home profits soar 36%
- Luxury goods retailing
- Mulberry sales up 23%
- Economy
- CBI: Retail sales decline ‘lower than expected’
- Consumer confidence declines in June
- Online sales up 22% in May
- Retail rents stagnate
- Scottish retail LFLs decline in May
- UK retail sales improve in May, says ONS
- VAT to rise to 20% in January
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