Table of Contents
Analyst Comment
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- Small supermarkets
- So why?
- Not a C-store
- Rethinking the supply chain
- Beating expectations
- Going full circle
Headlines for the Month
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- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- Mixed goods retailers
- DIY retailing
- Miscellaneous specialists
- Electricals retailing
- Furniture retailing
- Homewares retailing
- Home shopping
- Health and beauty
- Books and stationery
- Sports and leisure goods retailing
- Toys and games
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2010-11
- June – the indications are poor
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-11
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2010-11
- 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, 2008-11
- 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 Focus – Food Retailers
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- Sector relatives
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- Figure 7: Food retailers’ sales as % of all retail sales, 2006-Q2 2011
- Retail sales data
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- Figure 8: Food retailers’ sales, 2006-11
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- Figure 9: Food retailers’ sales: annual % change, Jan-Jun 2011 (current prices)
- Figure 10: Food retailers’ sales: annual % change, Jan-Jun 2011 (constant prices)
- Consumer prices inflation
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- Figure 11: CPI, selected categories, Jan 2010-Jun 2011
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- Figure 12: CPI, selected categories, Jan 2010-Jun 2011
- Mintel’s tracker survey
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- Figure 13: Mintel Tracker Survey extracts: Agreement with statements on grocery shopping, Aug 2010-Jul 2011
- Consumer expenditure
- Leading retailers
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- Figure 16: Leading food retailers in the UK, 2009/10-2010/11
- Figure 17: Leading food retailers’ non-retail share of sales, 2010/11
News Analysis
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- Grocers
- Co-operative Food launches new Free From and Wholefoods ranges
- Iceland founder hires Rothschild
- Morrisons
- …hopes to acquire Iceland stores
- …is fastest growing of the big four retailers
- Nisa-Today to pay £5m to members following record performance
- Sainsbury's
- …and Jamie Oliver split after 11 years
- …launches non-food app
- Tesco
- …struggling to find partners in online venture
- …superstore and retail park approved
- …to offer customers free WiFi internet service
- Waitrose
- …plots clothing launch
- …sales grow in first half
- Whole Foods Market to expand north of the UK border
- Food specialists
- Greggs reports profits fall but sales rise
- Thorntons’ like-for-like sales fall
- Clothing retailing
- H&M teams up with David Beckham
- Aquascutum receives £8m loan
- Arcadia expects profits fall
- Bond Street Association campaign to smarten area up
- Burberry like-for-like up 15%
- Forever 21 opens in Oxford Street
- French Connection reports as expected first half results
- Hobbs aims to expand stores as range grows
- Jack Wills eyes sale or float next year
- Lipsy to open 40 international stores
- Matalan reports quarterly sales drop
- Next reports solid first half sales
- Nicole Farhi relocates London flagship store
- Primark sees strong sales growth but margins down
- River Island returns to print ads
- SuperGroup more than doubles full-year profits
- Zara UK sees increase in sales and profits
- Multi-sector retailing
- Marks & Spencer sales rise and group increases market share
- Department stores
- Allders launches transactional website
- Debenhams
- …completes £650m refinancing
- …terminate Jane Norman concessions
- House of Fraser
- …opening click-and-collect store
- …sales up
- John Lewis to open 10 smaller stores
- Liberty to launch kidswear
- TJ Hughes
- …begins store closures
- …stores bought by Lewis's Home Retail
- Mixed goods retailers
- Original Factory Shop posts fall in profits
- Poundland expands into Ireland
- DIY retailing
- B&Q plans to lease products
- Kingfisher sales harmed by Focus collapse
- Robert Dyas could be sold
- Topps Tiles sees Q3 sales fall
- Travis Perkins reports 54% revenue increase
- Miscellaneous specialists
- United Carpets reports level profits
- Carpetright reports 1.5% drop in group sales
- Mothercare UK sales hit by tough conditions
- Halfords like-for-like sales drop by 1.1%
- Electrical retailing
- Best Buy to launch customer magazine
- The Carphone Warehouse sees mixed quarter one results
- Comet
- …bidders exit battle for store
- …sets first-round bids deadline
- Dixons to open in Harrods
- Jessops post sales growth in first half of 2011
- Furniture retailing
- Dreams' supplier cover cut by credit insurer
- Lombok closes half its estate
- Homewares retailing
- Achica receives investment from Balderton Capital
- Cath Kidston hires Claire's Stores boss as CEO
- Garden Centre Group
- …acquires Country Homes & Gardens
- …sales up 8%
- The White Company
- …EBITDA rises as boss plans exit
- …opens second lifestyle store
- Home shopping
- Amazon to open new UK fulfilment centre
- Asos sales rise 69%
- BrandAlley launches TV channel
- Findel group reports sales up 1.1%
- Flying Brands enters personalised cards market
- N Brown signs Flintoff as new face of Jacamo
- Ocado to open new distribution centre in Oxford
- Photobox buys Moonpig for £120m
- Wiggle sees increase in performances and expands into Holland
- Health and beauty retailing
- Superdrug's Beautycard sees 4m sign up
- The Fragrance Shop reports rising profits
- Book and stationery retailing
- Card Factory acquires online rival
- Clintons gets new CEO from October 2011
- HobbyCraft reports 13% sales increase
- Paperchase profits hit by Borders fall
- The Works targets online
- Sports and leisure goods retailing
- Blacks
- …potentially taken over by Mike Ashley
- …sales fall
- JJB Sports
- …makes "good progress" in turnaround plan
- …saves itself from administration
- Sports Direct profits rise
- Jewellers
- Aurum continues sales growth
- Pandora sales fall and CEO exits
- Toys and games retailing
- Game to sell digital games in-store
- Games Workshop sees revenues and profits slip
- Hamleys reports operating profit increase of over 40%
- Economy
- BAA increases net retail income per passenger
- BRC: June retail sales better than expected
- BRC: Retail growth is modest in July
- Capital Shopping Centres reports rising retail sales
- CSL and Mamas & Papas sign up to Lakeside extension
- E-commerce growth slows
- Fewer trips made to non-food stores in June
- Food inflation slows in July
- Government to cut red tape for retailers
- Grocers fined for price fixing on dairy products
- June inflation falls back to 4.2%
- London to see world's first pop-up mall
- Mobile retail searches rise 216% in second quarter
- OFT call for return of RRP on electrical items
- Retail administrations increase 8% year-on-year
- Retail employment falls by 0.4%
- Sales volumes rise 0.8% month-on-month
- Shop vacancy rates fall
- Shoppers spent £5.3bn online in June 2011
- Shopping centres in Wales and Scotland purchased
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