Table of Contents
Analyst Comment
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- The Last Binge
- Key points
- What the consumer says
- Will consumer spend more this year?
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- Figure 1: Christmas spending intentions, 2001-10
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- Figure 2: Difference between those planning to spend more and those planning to spend less, 2001-10
- 2010 vs 2009
- Pre-VAT boom
- The spending cuts
- The young
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- Figure 3: Profile of those going to spend more/less this Christmas
- Attitudes to spending
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- Figure 4: Attitudes to Christmas spending, 2002-10
- The internet
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- Figure 5: Attitudes to Christmas spending over the internet, 2007-10
- Eat drink and be merry …
- 2011
Headlines for the Month
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- Food retailers
- Clothing retailers
- Footwear
- Department stores
- Mixed goods
- Multi-sector
- DIY
- Electricals
- Furniture
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 6: Retail sales trends, 2009-10
- BRC and ONS unanimous, for a change
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- Figure 7: UK retail sales y/y growth, BRC vs ONS, 2009-10
- John Lewis
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- Figure 8: John Lewis: Year-on-year growth, 2009-10
- Inflation and wages
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- Figure 9: RPI vs Average weekly earnings growth, 2008-10
- Inflation remains uncomfortably high
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- Figure 10: Annual percentage change in the Consumer Price Index for selected product groups, 2009-10
- Looking forward
Sector Analysis – Electricals
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- Retail sales trends
- Electrical household appliance specialists
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- Figure 11: Electrical household appliance specialists’ sales trends, 2001-10
- Computer and telecoms equipment specialists
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- Figure 12: Computer and telecoms equipment specialists’ sales trends, 2001-10
- Online indicators
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- Figure 13: Percentage of total sales generated online, selected retailers 2008/09-2009/10
- Sector performance
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- Figure 14: Electrical household appliance retailers’ and computer & telecoms equipment retailers’ sales as % of consumer spending on electricals categories, 2005-09
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1999-2009
- Prospects
- Retail price inflation
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- Figure 16: Indices of retail prices for product categories, 2000-10
- Electrical retailers: Leading players
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- Figure 17: UK: Leading electical retailers, 2009/10
News Analysis
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- Grocers
- Asda
- …appoints former Tesco man as COO
- …launches Christmas promotional campaign
- …market share dips again
- Booths to launch value range
- Iceland founder offers £1billion to regain company
- Morrisons up 1.3% in third quarter
- Stokes enters administration
- Tesco
- …wins store battle
- …Christmas promotional campaign
- Off-licences
- First Quench sees only a third of stores trading as off licences
- Clothing retailing
- Accessorize launches standalone website
- All GIVe stores to close
- Arcadia reconfiguration threatens 200 stores
- Aurora to open dual-branded Oasis/Warehouse stores
- Burberry expects full year profit increase
- Jigsaw appoints new chief executive
- Leifsdottir label to launch in UK Urban Outfitters
- Matalan reports "satisfactory" first half
- N Brown
- …plans more acquisitions
- …profits up 5.5%
- New Look directors leave after restructure
- Next clothing costs to rise
- Peacocks
- …hires marketing director
- …receives two bids
- Primark profits rise 35%
- Ralph Lauren to open its first Rugby store in the UK
- Rigby & Peller sales dip
- Suits You
- …enters administration
- …owner considers sale
- Topshop success with Kate Moss
- Footwear retailing
- Clarks thrives through strong US trade
- Kurt Geiger sees profits soar
- Office bidding continues
- Schuh opens new store
- Russell & Bromley profits up
- Multi-sector retailing
- Halfords looks to cut costs
- M&S
- …on track to reach end of year online sales target over Christmas
- …to axe Portfolio
- …to take on 20,000 staff
- … to buy back Euro shops it ditched
- Mothercare sees overseas sales growth
- One New Change opens
- Poundland opens 300th store
- PPR reports a 12.9% rise in third quarter
- Unilever third quarter sales rise
- Vivienne Westwood sees profits climb
- Department stores
- Bentall Centre acquire American stores
- Debenhams sees profits increase
- John Lewis
- …launches at home in Swindon
- …looks to ATG
- …to open further at home stores
- …raises second half expectations
- …sales rise due to half term
- Selfridges' pre-tax profits rise 19%
- Theo Fennell narrows losses in first half
- DIY retailing
- B&Q hires commercial director
- Focus DIY hires Lazard for advice
- Wickes like-for-likes grow 0.6%
- Wilkinson boosts own-brand offer
- Electrical retailing
- Apple sees record results
- Best Buy launches transactional website
- Carphone Warehouse ups profit expectations
- Richer Sounds profits fall 18%
- Furniture retailing
- Carpetright like-for-likes drop 7.3%
- DFS grows market share
- Hub opens new store in Manchester
- Ikea full year UK & Ireland sales up 1%
- Home shopping
- Amazon reports rise in profits
- Argos
- …to return to fashion
- …profits fall
- …Christmas comes early
- Asos
- …launches French and German websites
- …outlines global ambitions as profits rise
- …reports strong sales growth
- …to launch River Island collection
- Findel expects £7m profits fall
- Lovefilm sees turnover grow
- Ocado
- …confirms second warehouse plans
- …gains new distribution spoke
- Park Group acquires two companies
- Shop Direct hires creative boss
- Health and beauty retailing
- Alliance Boots interim revenues up 6.6%
- Book and stationery retailing
- Staples returns to profit
- WH Smith
- …joins forces with Dixons
- …sees profits increase
- Sports and leisure goods retailing
- Adidas aims to reach €17bn sales in 2015
- Blacks Leisure
- …in sale talks
- …posts reduced loss
- Puma's success leads to five-year plan
- Sports Direct posts profits increase
- Economy
- CPI remains at 3.1%
- UK retail sees low growth increase
- Retail sales rise in September
- Shopping centre completion rate slows
- Slow sales growth in October
- Westfield to sell London stake
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