Table of Contents
Analyst Comment
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- Westfield, Stratford - Just another shopping Mall?
- Design
- John Lewis
- The centre
- What about the recession?
Headlines for the Month
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- Grocers
- Food specialists
- Clothing retailers
- Footwear retailers
- Mixed goods retailers
- DIY retailers
- Electricals retailers
- Furniture retailers
- Home shopping
- Books and stationery
- Music and video
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
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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
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2008-11
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
- Looking forward
Sector Focus – DIY, Furniture, and Carpet Specialists
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- Sector relatives
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- Figure 6: DIY, furniture and carpet specialists: sales as % of all retail sales, 2006-10
- Figure 7: DIY, furniture and carpet specialists: sales as % of all retail sales, Q1 2010-Q2 2011
- Retail sales data
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- Figure 8: DIY, furniture and carpet specialists: retail sales, 2006-11 (e)
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- Figure 9: DIY, furniture and carpet specialists: retail sales growth, Jan-Jul 2011
- The market environment
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- Figure 10: Number of residential property transactions, Q1 2006-Q2 2011
- Figure 11: Gross value of new mortgage approvals, Jan 2006-Jul 2011
- Mintel’s tracker survey
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- Figure 12: Mintel Tracker Survey extracts: Agreement with statements, Sept 2010-Aug 2011
- Consumer prices inflation
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- Figure 13: Annual average indices of retail prices for selected categories 2006-10
- Figure 14: Inflation in selected categories, Sep 2010-Aug 2011
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories, 2006-10
- Figure 16: Growth in consumer spending on selected categories, Q1 2011
- Leading retailers
- Furniture specialists
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- Figure 17: Leading furniture specialists, 2010/11
- Carpet retailers
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- Figure 18: Leading carpet specialists, 2010/11
- DIY specialists
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- Figure 19: Leading DIY retailers specialists, 2010/11
News Analysis
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- Grocers
- Asda
- …aims to open 250 smaller supermarkets
- …launches mobile groceries site
- …like-for-likes up 0.5% in second quarter
- Asda Income Tracker: Families £11 worse off
- Booths refinances for store expansion
- Co-op profits and sales hit by tough climate
- Morrisons
- …appoints Credit Suisse as it considers Iceland bid
- …leads big four in market share
- …profits rise 8%
- North East Convenience Stores sees 4.7% sales rise
- Ocado launches 'shopping wall'
- Sainsbury's
- …to hire 15,000 Christmas staff
- …trials branded price match in Northern Ireland
- Spar UK launches own label range
- Tesco
- …Amazon-style site to launch in January
- …opens virtual store in South Korea
- …revamps Direct to 'Amazon-style'
- …to sell Japan business
- The People's Supermarket plans second store
- Waitrose
- …aims to boost sales with extended hours
- …appoints executive chef
- Food and drink specialists
- Bargain Booze up for sale for £100m
- Poundbakery aims to take on Greggs
- Thorntons pre-tax profit falls after impairment charges
- Clothing retailing
- Primark considers 300 store openings in Europe
- Pull & Bear and Bershka to launch transactional sites
- Rugby Ralph Lauren opens first European store
- TJX Europe triples profits in second quarter
- Alexon Group
- …issues profit warning and sparks takeover talks
- …issues profit warning
- Arcadia makes redundancies in harsh trading conditions
- Aurora
- …to launch Asos-style international Online strategy
- …trials mobile payment in stores
- Austin Reed to open new concept flagship in Regent Street
- Coast trials new concept in revamped concessions
- Cos to open two new stores in London
- Christian Louboutin loses bid to protect signature shoes
- Fat Face seeks international expansion
- French Connection reports as expected first half results
- H&M brand Monki launches in UK
- Isabella Oliver sees record growth
- Jane Norman revamp
- La Senza looks to exit poor stores
- Matalan to create 2,300 Christmas jobs
- New Look
- …reviews property
- …to streamline its store portfolio after review
- Peacock Group takes Bonmarché off the market
- Reiss plans for future with click-and-collect
- Rigby & Peller majority stake sold to Van de Velde
- SuperGroup sales still rising
- Tommy Hilfiger to open largest UK store
- Van de Velde plans Rigby & Peller global growth
- Victoria's Secret expands in UK
- White Stuff pushes 'community' retail
- Footwear retailing
- Clarks sets target of 100 per year overseas store openings
- Mixed goods retailing
- Argos sales fall
- Ireland: 99p Stores to launch in Ireland with €uro 50
- 99p Stores secure £20m banking facility to double business
- H&T pawnbroker sees first half profits rise
- Poundworld's credit insurance pulled despite 500% profit rise
- Multi-sector retailing
- M&S launches second phase of sustainable cotton project
- Department stores
- Debenhams
- …claims retail world-first with smartphone innovation
- …major Indian expansion plans
- Harrods to launch online magazine and mobile site
- John Lewis
- …plans to expand own-label menswear
- …sales rise despite rioters
- …to use Waitrose stores to double click-and-collect network
- Laura Ashley like-for-likes up 3.5%
- Lewis Home Retail saves two more TJ Hughes stores
- Selfridges Manchester revamps its beauty hall as it ploughs £20m into store improvements
- TJ Hughes closes another 12 stores
- DIY retailing
- Floors 2 Go collapses into administration
- Homebase launches premium homewares brand
- Robert Dyas boss to 'get back to basics'
- Topps Tiles warns on profits
- Wilkinson profits hit
- Electrical retailing
- Best Buy
- …Enfield opening not delayed by riots
- …UK launches m-commerce site
- Comet sale in doubts
- Dixons like-for-likes fall 7%
- Jessops confident on back of full-year figures
- Furniture retailing
- Crate & Barrel to start brand building for UK opening
- Life & Style bought out of administration
- Lombok
- …bought out of pre-pack administration
- …looking at administration
- Oka profits up 24%
- Walmsley Furnishing goes into administration
- Home shopping
- Amazon to launch order collection lockers in UK
- Ebay reports 25% rise in million pound businesses
- Findel reports rising sales
- Flying Brands reports loss
- Funky Pigeon trial store opens
- Ideal world to launch customer rewards programme
- Ocado
- …to open new distribution centre in Oxford
- …urged to halt second fulfilment centre plans
- …launches 'shopping wall'
- Simply Be opens first physical store
- Book and stationery retailing
- Clintons
- …hires Dixons' marketing man
- …hoping to stagger September rent
- Waterstone's to axe 3 for 2 offer
- WH Smith
- …full year to be in line with expectations
- …launches £50m share buy-back programme
- Music and video games
- Game signs deal with Sony
- HMV sales fall but retailer remains positive
- Sports and leisure goods retailing
- JD Sports closes on deal to rebrand Cecil Gee
- JJB turnaround success to see directors rewarded
- Snow + Rock to open tri-brand superstore
- Sports Direct sees profits fall
- Jewellery and accessories
- Aurum halts sale process until 2012
- Claire's debuts new London concept store
- Goldsmiths to debut new concept store at Westfield Stratford
- Signet UK's second quarter profits fall
- Garden centres
- Countrywide
- …launches own-brand value offer
- …seeking acquisitions as sales rise
- Garden Centre Group acquires Country Homes and Gardens
- Economy
- BRC
- …footfall falls as vacancy is low
- …retail sales steady in August despite riots
- …urges business rate suspension for riot-hit retailers
- Consumers more cash-strapped than ever
- Ecommerce growth slows
- Grocers fined for price fixing on dairy products
- Inflation rises to 4.4% in July
- London and Japan agree luxury retail partnership
- ONS: Flat retail growth in July
- Shop price inflation slows in August
- Westfield Stratford 95% leased
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