Table of Contents
Analyst Comment
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- What’s a brand name worth?
- What does MFI stand for?
- All the same old mistakes
Headlines of the Month
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- Food retailers
- Clothing retailers
- Mixed goods
- Multi-sector
- Department stores
- Electricals
- Furniture
- Home shopping
- Health and beauty
- Books and stationery
- Sports and leisure
- Jewellers
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2009-10
- BRC and ONS back into line
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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 Average weekly earnings growth, 2008-10
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2009-10
- Looking forward
Sector Focus – Furniture, Carpets and DIY
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- Sector relatives
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- Figure 6: Furniture retailers relative to all retail sales, 1999-2010 H1
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- Figure 7: Carpets retailers relative to all retail sales, 1999-2010 H1
- Figure 8: DIY retailers relative to all retail sales, 1999-2010 H1
- Housing
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- Figure 9: Housing transactions, 2005-10 Q1
- Figure 10: UK: House Prices, 2000-10 (Aug)
- Sector data
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- Figure 11: Furniture retailers, sales trends, 2000-10
- Carpets
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- Figure 12: Carpet retailers, sales trends, 2000-10
- DIY
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- Figure 13: DIY retailers, sales trends, 2000-10
- Retail price inflation
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- Figure 14: Indices of retail prices for product categories (household goods), Jan 2005-Aug 2010
- 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 – Leading specialists, 2009/10
- Carpets
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- Figure 17: Carpet retailers – Leading specialists, 2009/10
- DIY
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- Figure 18: DIY retailers – Leading specialists, 2008/09
News Analysis
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- Bakers (retail)
- Thorntons reports profits fall
- Co-ops (retail)
- Co-op H1 profits rise
- Grocers
- Asda
- …chief lambasts its food offer
- …lowers petrol prices
- …reports LFLs drop
- Morrisons enjoys profit boost
- Ocado reports 29.5% sales rise
- Sainsbury's
- …and Nectar launch iPhone apps
- …to roll out 'eco-friendly' milk bags
- Spar sales boosted by improved range
- Tesco
- …announces bullish China plans
- …launches triple Clubcard points scheme
- …to open drive-thru supermarket
- Clothing retailing
- Europe: TJX Europe suffers profit slump
- Sweden: H&M LFLs up 10%
- Adams launches new concessions
- Alexon
- …appoints commercial director
- …looks for web growth
- Evans targets plus-size teens
- Fossil enjoys strong results
- M&Co doubles profits
- Republic launches ad campaign
- Sixty UK files for liquidation
- USC uses website to sell overseas
- Zara launches transactional website
- Mixed goods retailing
- B&M Bargains buys Opus Homewares for £48 million
- Home Retail profits hit by Argos performance
- Poundland profits soar
- Multi-sector retailing
- HMV sales dented by World Cup
- M&S
- …starts student initiative
- …to close Midlands stores
- …confirms Swannell as chairman
- Department stores
- Debenhams launches unexpected sale
- Fenwick sales and profits down
- House of Fraser launches overseas delivery
- John Lewis opens second At Home outlet
- Littlewoods launches TV campaign
- Electrical retailing
- Dixons Retail sales boosted by World Cup
- Furniture retailing
- Dwell secures £5 million funding
- MFI relaunched
- Home shopping
- Bond takes stake in Wiggle
- Confetti in administration
- Ebay plots major fashion push
- Findel
- …mulls Express Gifts sale
- …sells CWIO division
- Flying Brands
- …acquires online gardening business
- …profit down
- Moonpig profits almost double
- N Brown launches Simply Be in US
- Health and beauty retailing
- Body Shop enjoys improved results
- Books and stationery retailing
- Waterstone's
- …founder ponders buy-back bid
- …to open food outlets in stores
- WH Smith buys Gadget Shop
- Sports and leisure goods retailing
- JJB shareholder ups stake
- Snow+Rock buys Runners Need
- Sports Direct enjoys sales boost
- Jewellers
- Signet reports improved Q2 performance
- Economy
- BRC: Retail sales improve in August
- CBI: Retail sales up in August
- Online sales up in July, says IMRG
- ONS: Retail sales improve in July
- Retail sales in Scotland decrease in July
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