Table of Contents
Analyst Comment
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- Taxing success
- or just finding another way to sting consumers?
- Larger stores succeed because people prefer them
- A tax on consumers
Headlines for the Month
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- Grocers
- Off-licences
- Clothing retailing
- Footwear retailing
- Multi-sector retailing
- Department stores
- DIY retailing
- Electrical retailing
- Music and video goods retailing
- Furniture retailing
- Dunelm’s chief plans multichannel push as profits rise.
- Home shopping
- Health and beauty retailing
- Book and stationery retailing
- Sports and leisure goods retailing
- Jewellers
- Toys and games retailing
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2010 and Jan 2011
- BRC and ONS telling different stories again
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2009-11
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2010-11
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2005-11
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
- Retail sales – the pattern for the next few months
- Looking forward
Sector Focus – Furniture, Carpets and DIY
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- Sector relatives
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- Figure 6: Furniture specialists: sales as % of all retail sales, 2001-10
- Figure 7: Carpets specialists: sales as % of all retail sales, 2001-10
- Figure 8: DIY specialists: sales as % of all retail sales, 2001-10
- Consumer confidence
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- Figure 9: GFK NOP Consumer confidence index, Jan 2007-Dec 2010
- Housing market
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- Figure 10: Number of housing transactions, 2006-10
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- Figure 11: UK: % year-on-year change in house Prices, Jan 2007-Dec 2010
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- Figure 12: UK: Average house Prices, Jan 1991-Dec 2010
- Retail sales data
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- Figure 13: Value retail sales growth for furniture, carpets and DIY, 2008-09
- Furniture
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- Figure 14: Furniture & lighting specialists, sales trends, 2000-10
- Carpets
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- Figure 15: Carpet specialists, sales trends, 2000-10
- DIY
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- Figure 16: DIY specialists, sales trends, 2000-10
- Consumer prices inflation
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- Figure 17: Indices of retail prices for product categories (household goods), Jan 2005-11
- Figure 18: Year-on-year CPI for selected categories, June 2010-Jan 2011
- Consumer expenditure
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- Figure 19: Consumer expenditure on selected product categories, 2006-10
- Leading retailers
- Furniture retailers
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- Figure 20: Furniture retailers – Leading specialists, 2009/10
- Carpets
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- Figure 21: Carpet retailers – Leading specialists, 2009/10
- DIY
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- Figure 22: DIY retailers – Leading specialists, 2009/10
News Analysis
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- Grocers
- Asda ‘outperforms' as sales and profits rise
- Asda receives the all-clear for Netto takeover
- Asda slammed for breaching alcohol industry's packaging rules
- Asda staff receive £26.9m bonus pot
- Asda Income Tracker: family spending power fell by £9 a week in January
- Co-op disposals spark convenience space race
- Co-op has store in every postcode with Strand opening
- Co-op launches multi-channel campaign to convey green credentials
- Co-op to create 1,700 store management jobs
- Iceland to pay £200m dividend
- Morrisons annual profit up
- Morrisons buys Kiddicare for £70m
- Morrisons to develop 'store of the future'
- Morrisons to return £1bn to shareholders
- Sainsbury's aims to double Fairtrade business over next 5 years
- Sainsbury's and Morrisons outperform, while Tesco and Asda lag
- Sainsbury's chief executive sells mass of shares
- Sainsbury's to source all Fairtrade cotton from supplier in India
- Tesco completes sale and leaseback of 21 shops
- Tesco social media yields £1.5m in sales
- Tesco ups its stakes in the Asda price war
- Tesco F&F sponsors LFW designer Mark Fast
- Total UK re-launches customer loyalty programme
- Waitrose invests £10m in online operations
- Waitrose to continue stocking Innocent Vitamins range
- Off-licences
- Bargain Booze owner considers sale
- Oddbins to shut 39 outlets
- Clothing retailing
- All Saints up for sale
- Arcadia joins return to UK sourcing
- Crew targets 50% online sales rise
- Fenchurch in administration due to cotton prices
- Jack Wills to expand further overseas
- Karen Millen targets £500m sales as it splits from Aurora
- La Senza to roll out new ad campaign in run up to National Cleavage Day
- New Look gains former Primark boss to revamp product offer
- New Look valuation halved by private equity owner
- Primark reports increasingly tough trading
- TK Maxx to open Haymarket store despite faltering performance
- Victoria's Secret in talks to buy La Senza
- Footwear retailing
- Schuh launches an iPhone app
- Multi-sector retailing
- Alworths' future is unclear
- Cash Converters reports record profits as retail sales rise
- Halfords appoints ex-House of Fraser director
- Home Retail Group lowers profit forecast
- Marks & Spencer hires Inditex man to lead international expansion
- Marks & Spencer to open largest ever Outlet store
- Marks & Spencer to open most sustainable store to date
- Thorntons plans store portfolio reshape after falling profits
- Touchwood shopping centre sees sales rise
- Westfield shopping centre sees sales rise
- Woolworths site debuts art supplies offer
- Department stores
- Debenhams opens first pop-up store
- House of Fraser considers Biba roll out
- John Lewis chief warns against interest rate rises
- John Lewis first foray into Australia and the US
- John Lewis Pension Trust sells Ocado stake
- John Lewis sees 6.5% rise in gross sales and 20.5% rise in group operating profit
- John Lewis to expand into Europe
- John Lewis to open new store in Birmingham
- John Lewis to roll out new security system
- Selfridges to revamp womenswear floor
- DIY retailing
- B&Q announces plans to invest £35m in multichannel operations
- Focus sells 6 stores to Asda
- Homebase's Unipart deal to create 200 jobs
- Kingfisher expects profits to be at top end of expectations
- Wickes online sales up 70% with upgraded sites
- Wickes sees flat like-for-likes but gains market share
- Electrical retailing
- Best Buy international operations cut but expects UK growth
- Dixons plans to open second Black store in central London
- Everything Everywhere reports revenues up
- Everything Everywhere to test stores under own name
- Phones 4U sale process resumes
- Music and video goods retailing
- HMV expected to consider emergency rights issue
- HMV sales rise after Brits
- HMV to close Brent Cross store
- HMV warns on profits
- Spotify reaches one million listeners
- Furniture retailing
- Carpetright shuts Irish branches as sales drop over 50%
- Dunelm chief plans multichannel push as profits rise
- Land of Leather up for sale
- Tile Depot planning another 15 stores
- Home shopping
- Asos launches Fashion Finder site
- Confetti to expand with party products
- Findel reports £80.5m fundraising
- Findel to restructure in bid to lift performance
- Net-a-Porter launches digital TV station
- Net-a-Porter menswear site launches
- Ocado acquires new plot for DC in Wimbledon
- Ocado expands to meet increased demand and better compete with Waitrose
- Ocado sees continued growth in 2011
- Ocado shares fall as John Lewis sells stake
- Health and beauty retailing
- Shanghai Pharmaceuticals considering buying stake in Celesio
- Book and stationery retailing
- Clinton Cards to place Birthdays Ireland into liquidation
- Foyles plans new Charing Cross flagship
- WHSmith chief sells 27% of shares
- Sports and leisure goods retailing
- Blacks Leisure chief executive Gillis resigns
- Blacks Leisure outgoing chief exec faces disqualification over Farepak collapse
- JJB Sports set for fight with landlords over second CVA
- JJB Sports confirms plans for CVA
- JJB Sports gets backing for £31.5m fundraising
- Sports Direct no longer under investigation – and completes re-financing project
- Sports Direct retail sales up 13.8%
- Jewellers
- Albermarle & Bond retail sales drop
- Ollie & Nic rescued from administration by former Principles boss
- Toys and games retailing
- Game new strategy aims to triple digital revenue
- Game signs deal with Microsoft to sell downloads in store
- Game to invest £15m in three year multi-channel strategy
- Economy
- BRC: UK retail sales values down 0.4%
- BRC: penalising successful retailers will damage Northern Ireland's reputation for retail
- CBI reports slow retail growth as prices rise to 1991 levels
- Government to introduce plain packaging for cigarettes and ban on retail displays
- Network Rail posts promising Q4 retail sales results
- ONS reports strong January sales figures
- Shop vacancy rates rise in 2010
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