Table of Contents
Analyst Comment
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- The death of the high street?
- Empty shops
- But surely the internet is killing the high street?
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- Figure 1: Estimated market share of the online fashion market, by channel, 2009-10
- “Tesco is taking over the world”
- You can’t have it both ways
- What is actually happening
- Is that a problem?
Headlines for the Month
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- Grocers
- Food and drink specialists
- Clothing retailers
- Footwear retailing
- Multi-sector retailing
- Department stores
- DIY retailing
- Electrical retailing
- Furniture and furnishings
- Miscellaneous specialists
- Home shopping
- Health and beauty retailing
- Books and stationery
- Sports and leisure goods retailing
- Toys and games retailing
- Economy
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 2: Retail sales trends, 2010-11
- BRC
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, 2009-11
- John Lewis
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- Figure 4: John Lewis: Year-on-year growth, 2010-11
- Inflation and wages
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- Figure 5: RPI vs Average weekly earnings growth, 2005-11
- Inflation remains uncomfortably high
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- Figure 6: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
- Looking forward
Sector Analysis – Electricals
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- Sector relatives
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- Figure 7: Electricals specialists’ sales as % of all retail sales, 2006-10
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- Figure 8: Electricals specialists’ sales as % of consumer spending on electrical goods, 2006-10
- Retail sales data
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- Figure 9: Electricals retailers’ sales: Current prices, 2006-10
- Figure 10: % annual growth in retail sales, March 2010-March 2011
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- Figure 11: Electricals retailers sales: current and constant prices, 2006-10
- Consumer prices inflation
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- Figure 12: Indices of retail prices for product categories, January 2005-January 2011
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- Figure 13: Consumer prices inflation in selected electricals categories, March 2010-March 2011
- Consumer expenditure
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- Figure 14: UK: Consumer spending on goods, by major category, 2006-10
- Electrical retailers: Leading players
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- Figure 15: UK: Leading electrical retailers, 2009/10 and 2010/11
News
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- Grocers
- Aldi and Lidl gain record market share
- Asda kicks off review of its online business
- Farmfoods profits rise 30%
- Morrisons
- …first quarter sales up
- …rolls out garden centre offer after trial success
- Musgrave profits up 3%
- Sainsbury's
- …announces 'biggest-ever' own-label overhaul
- …moves into fashion top 10 by volume
- …Shapland leaves
- …trials Clarks concessions
- Scotmid posts fall in annual profits
- Tesco
- …acquires video-on-demand service Blinkbox
- …axes its 'double the difference' online price promise
- …boss says UK performance 'still not good enough'
- Today's Group to go it alone
- Waitrose
- …reports biggest ever Easter Saturday
- …reports strong first quarter
- …to open 'dark store'
- Whole Foods Kensington store posts profits
- Food and drink specialists
- Oddbins sells 37 stores and business to Whittall's Wine Merchants
- Thorntons issues profit warning
- Clothing retailing
- France: The Kooples to open fifth London store
- Alexon returns to profit
- All Saints
- …faces D Day
- …sold to consortium led by Lion Capital
- American Apparel secures crucial refinancing deal
- Arcadia
- …eyes click-and-collect after EPoS upgrade
- …Green in talks to launch manufacturing academy
- Fashion brands eye National Geographic Regent Street store
- FullCircle Clothing to close
- HandM to open first UK concession in Selfridges
- JoJo Maman Bébé sells stake to Singh-backed private equity
- Joules sees record profits
- Karen Millen considers major international expansion
- Levi's reports first quarter sales rise
- Mango sees sales rise in 2010
- Monsoon pre-tax profits triple
- Next sales boosted by warm weather and Royal Wedding
- Primark
- …growth slows in first half
- …to branch out from retail sites and shopping centres
- Uniqlo reports modest UK sales
- Urban Outfitters plots UK expansion
- Footwear retailing
- Clarks' profits break £100m thanks to overseas sales
- LK Bennett reports losses
- Mixed goods Retailing
- Alworths staff fear for their jobs as retailer's future remains uncertain
- Poundstretcher acquires Alworths stores
- Multi-Sector Retailing
- Argos boss leaves as profits fall
- Marks and Spencer
- …opens its first eco-store - but it's just the beginning, says Marc Bolland
- …hire Morrisons’ former business dev director
- Department Stores
- Debenhams boss to stand down as profits rise
- Harvey Nichols owner eyes Aurum
- Houseoffraser.com announces plans to measure customer satisfaction via social media
- John Lewis considers petrol station click-and-collect
- DIY retailing
- Focus DIY seeks administration
- Kingfisher buys 31 Focus DIY stores
- Wickes like-for-likes rise 1.9%
- Electrical retailing
- Best Buy Europe sells off Belgian business
- Best Buy rolls out new stores
- Carphone Warehouse reports strong quarter due to Best Buy Mobile
- Maplin reports flat profits
- Furniture and furnishings retailing
- Dunelm like-for-likes fall but offset by new space gains
- ScS returns to profit after seeing sales climb
- Steinhoff UK in restructure
- Home Shopping
- N Brown reports full year profits rise 5.5%
- Asos faces potential legal dispute from like-named German brand
- Achica nearing break-even
- Amazon sales rise but earnings fall
- Asos sales rise 70% in its fourth quarter
- Ebay earnings growth driven by PayPal
- Flying Brands suffers difficult first quarter
- Ideal Shopping Direct
- …reports rising profits as sale decision nears
- …to be sold in £78m deal
- Ocado appoints eBay Europe boss to board
- Shop Direct looks for overseas expansion
- Wiggle gears up for £200m sale
- Health and beauty retailing
- Co-op launches online pharmacy service
- Savers narrows full-year losses
- Miscellaneous specialists
- Lakeland launches new website
- Carpetright
- …axes 350 jobs and 12 stores in latest cost drives
- …forced to issue second profit warning
- …issues second profit warning of the month
- Record companies ease terms to aid HMV cashflow
- Book and stationery retailing
- HMV sees pressure mount to sell Waterstone's
- Waterstone's to receive cut-price bid
- Staples to roll out in-store entrepreneurial courses
- WH Smith
- …reports half year profits rise
- …to launch Funky Pigeon stores
- Sports and leisure goods retailing
- Blacks reduces full-year losses and confirms new boss
- JD Sports sees profits rise but remains "extremely cautious"
- JJB Sports shareholders approve £65m fundraising
- Rampant Sporting opens first store
- Sports Direct to extend bonus scheme with rising profits
- Toys and games retailing
- Game
- …hires former Ladbrokes boss as new chairman
- …profits down but aims to 'outperform'
- Economy
- BRC: Retailers suffer worst monthly sales fall since 1995
- E-tailers confident in their outlook for 2011
- Hammerson UK reports shopping centre sales up 1.5%
- Inflation rate falls to 4% in March
- Institute of Grocery Distribution: High petrol prices trigger rise in online shopping
- Like-for-like sales rise 5.2% in April
- Mobile retail searches surge 181%
- ONS: Mixed picture for retail sales continues
- PWC: Online shopping goes from strength to strength
- Retail sales growth slows
- Shop price inflation rises to 2.5% in April
- UK high street gloom continues
- Westfield Stratford announces 13 September opening
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