Table of Contents
Analyst Comment
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- Christmas 2010
- Big retailers, big centres fared better
- 2011
- When is a price war not a price war?
- When it’s a marketing gimmick
- Onus of proof
- Could a price war work?
- The cynical view
- A bankrupt idea
Headlines for the Month
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- Food retailers
- Off licences
- Clothing retailers
- Footwear retailers
- Multi-sector retailing
- Department stores
- DIY stores
- Electricals
- Furniture retailers
- Health and beauty
- Books and stationery
- Sports and leisure goods
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 Christmas trade
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- Figure 2: Trading statements for Christmas 2010
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, 2009-10
- John Lewis
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- Figure 4: John Lewis: year-on-year growth, 2009-10
- Inflation and wages
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- Figure 5: RPI vs average weekly earnings growth, 2008-10
- Inflation remains uncomfortably high
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- Figure 6: Annual percentage change in the Consumer Price Index for selected product groups, 2009-10
- Looking forward
- The pattern of retail sales growth in early 2011
Sector Focus – Clothing and Footwear Retailers
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- Consumer expenditure
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- Figure 7: Consumer expenditure on selected product categories, 2000-09
- Sales trends
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- Figure 8: Clothing and footwear specialist retailers, sales trends, 2000-2010 (Q1-3)
- Inflation set to return
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- Figure 9: Deflation in clothing and footwear, 1999-2010 (Q1-3)
- Sharp falls
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- Figure 10: Clothing and footwear specialists’ sales as % of all retail sales, 2001-10 (e)
- Subsectors
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- Figure 11: Breakdown of clothing and footwear retailers’ value sales, by sub-sector, 2000-10
- Retail price inflation
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- Figure 12: Indices of retail prices for key product categories, 2000-10
- Clothing sector
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- Figure 13: Clothing specialists: leading clothing retailers’ sales, 2009/10
- Footwear
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- Figure 14: Footwear specialists: leading footwear retailers’ sales, 2009/10
News Analysis
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- Grocers
- Asda
- …chairman steps down
- …reports "good" Christmas performance
- …vows to be 10% cheaper than its rivals
- Co-op raises store opening drive
- Iceland Foods could be target for Middle East consortium
- Morrisons sees like-for-likes up 1%
- Nisa reports strong Christmas trading figures
- Tesco
- …launches online 'Boxing Day' sale
- …names new UK board
- …fascia One Stop acquires 77 stores from Mills
- Tesco, Morrisons and Sainsbury's kick off price cuts
- Waitrose
- …sees most successful Christmas on record
- …to open 39 new stores
- …weekly sales rise 8.7%
- Off-licences
- Majestic Wine reports strong Christmas performance
- Clothing retailing
- Agent Provocateur to report profit growth
- Alexon sales fall won't affect long-term plans
- H&M sees sales rise after Lanvin success
- LVMH increases Hermes stake to 20%
- Next sees £22 million in lost sales due to bad weather
- Paul Smith sees profits rise
- PPR ends Burberry speculation
- Reiss' recession initiative increases EBITDA
- Republic gains Andy Bond as new chairman
- SuperGroup
- …first half pre-tax profit up 86%
- …shares dive
- Topshop plans to 'double' sales
- Zara owner sees sales grow by 14%
- Footwear retailing
- Barratts Priceless posts £6.1 million profit
- Office bought by Silverfleet
- Multi-sector retailing
- Mothercare issues profit warning
- M&S
- …chairman Sir Stuart Rose steps down
- …considers bank opening in 55 stores
- …posts 2.8% Christmas like-for-like rise
- …to open first store in Egypt and third in China
- Department stores
- Debenhams like-for-likes slow
- Harvey Nichols reports record Sale
- House of Fraser sees strong Christmas trading
- John Lewis
- …clearance is sales record
- …invests record £250m
- …mid-week sales up 12%
- …Partnership sees record week of sales
- …sales exceed £120m
- …sees continuing strong trade
- …total sales up 8.9%
- Laura Ashley store streamlining improves profitability
- DIY retailing
- Topps Tiles' Christmas sales up
- Travis Perkins sees sales improve
- Wickes
- …sees sales growth as shoppers buy ahead of VAT rise
- …signs POS finance deal
- Electrical retailing
- Best Buy sales up 2% in third quarter
- Dixons launches new Black format
- Jessops on track to make EBITDA profit
- Phones4U sale falls through
- Furniture retailing
- Carpetright profits fall
- Dunelm Christmas like-for-likes fall
- United Carpets posts "solid" performance
- Home shopping
- Ocado ends year with strong Christmas trading sales
- Shop Direct
- …Christmas sales up 5%
- …to launch new brand targeting mature market
- Health and beauty retailing
- Boots to expand drive-through pharmacy
- Lush Christmas sales up 6.8%
- The Body Shop seeks growth in India
- Book and stationery retailing
- Clinton Cards warns on profits
- HMV to shut 60 stores
- WH Smith lose group marketing director Richard Cristofoli to Debenhams
- Sports and leisure goods retailing
- Europe: Nike sales in Western Europe drop 7%
- Blacks Leisure Group sees good December
- JD Sports reports strong Christmas
- Sports Direct sees profits rise
- Jewellers
- Theo Fennell warns on profits
- Toys and games retailing
- Games Workshop warns on conditions
- Economy
- Europe: European consumer confidence relapses as trade deficit grows
- Europe: VAT rise lowers consumer confidence
- 2011 VAT rise by country:
- BRC
- …reports retail sector like-for-likes fell 0.3% in December
- …warns on Boxing Day tube strike disruption
- John Lewis, M&S and Tesco among those holding off VAT rise
- Localism Bill is "body blow" for retailers
- UK retail sales up 0.3% in November
- West End Christmas sales up on last year
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