Table of Contents
Analyst Comment
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- Christmas trading 2011: It will be a lot better than we feared
- Key findings
- So what about Christmas?
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- Figure 1: Spending and spending intentions, July-Oct 2011
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- Figure 2: Retail sales (excluding fuel) year on year growth, 2010-11
- What does it mean?
- Online growing
- Implications for retailers
- And 2012
Headlines for the Month
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- Grocers
- Clothing retailers
- Footwear retailing
- Multi-sector retailing
- Mixed goods retailing
- Miscellaneous specialists
- Department stores
- DIY retailing
- Electricals retailing
- Music and video goods retailing
- Furniture retailing
- Home shopping
- Health and beauty retailing
- Books and stationery retailing
- Sports and leisure goods retailing
- Toys and games retailing
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 3: Retail sales trends, 2010-11
- The BRC data for October
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- Figure 4: UK retail sales y/y growth, BRC vs ONS, 2010-11
- John Lewis
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- Figure 5: John Lewis: Year-on-year growth, 2010-11
- Inflation and wages
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- Figure 6: RPI vs Average weekly earnings growth, 2008-11
- Inflation remains uncomfortably high
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- Figure 7: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
- Looking forward
Sector Analysis – Electricals Specialists
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- Mintel’s Tracker Survey
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- Figure 8: Mintel Tracker: Trends in what extra money is spent on, Nov 2011-Oct 2011
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- Figure 9: Mintel Tracker: Trends in activities done and consider to do, Jul-Oct 2011
- Retail sector relatives
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- Figure 10: Electricals specialists’ sales as % of all retail sales, 2006-10
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- Figure 11: Electricals specialists’ sales as % of consumer spending on electrical goods, 2006-10
- Retail sales data
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- Figure 12: Electricals specialists sales at current prices, 2006-11
- Figure 13: Electricals specialists year-on-year sales growth (current prices), Q1 2010-Q3 2011
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- Figure 14: Electricals specialists year-on-year sales growth (constant prices), Q1 2010-Q3 2011
- Consumer prices inflation
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- Figure 15: Annual average consumer prices inflation, selected categories, 2001-10
- Figure 16: Consumer prices inflation in selected electricals categories, Nov 2010-Oct 2011
- Consumer expenditure
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- Figure 17: UK: Consumer spending on goods, by major category, 2006-10
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- Figure 18: UK: Year-on-year growth in consumer spending, selected categories, 2010-11
- Electricals specialists: Leading operators
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- Figure 19: UK: Leading electricals specialists, 2009/10-2010/11
News Analysis
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- Grocers
- Morrisons, Waitrose and the discounters lead market share rises
- Asda and Morrisons cut pricing as grocery war continues
- Asda Income Tracker: Families £15 a week worse off in September
- Asda
- …£5 'thank you' offer hailed success
- …outperforms market for first time since 2009
- …partners Farmfoods for Iceland bid
- …partners with cookery school Leiths
- …price war to target Argos next
- …reviews the future of four Living stores
- Booths
- …eyes 10 new stores in Northwest
- …reveals flat sales
- Iceland
- …bids fall short of asking price
- …chief in talks with Blackstone over bid
- Morrisons
- …ad banned for encouraging pester power
- …like-for-likes rise 2.4%
- …uses pop-up restaurant to trial M Kitchen range
- Sainsbury's
- …acquires online entertainment business
- …launches 20 by 20 scheme
- …profits rise
- …reveals paralympics branding
- …to extend Brand Match across UK
- Tesco
- …Big Price Drop claimed to be misleading
- …former boss returns with bid for supplier
- …incurs the wrath of hairdressers
- …launches in-store beauty boutiques
- …launches second Big Clubcard Voucher Exchange
- …to launch beauty offer online
- The Co-op reportedly plans to launch online
- Waitrose
- …introduces loyalty card
- …to install self-service in stores
- Food specialists
- Greggs to trial motorway services
- Thorntons FD to leave company
- Off-licences
- Adnams increases retail offering with 2 new stores
- Oddbins plots comeback strategy
- Clothing retailing
- Alexon to rebrand as Irisa Group
- All Saints full year profits fall
- Aurora launches first multi-brand international website
- Austin Reed sees losses widen
- Bastyan to open in West End
- Bonmarché to expand internationally
- Burberry sales up 30%
- H&M brands Monki and Cheap Monday open first UK standalones
- Hobbs profits rise on record sales
- Jack Wills sees profits rise as it focuses on US expansion
- Jaeger launches first menswear standalone store
- Karen Millen to expand in China
- La Senza to open four stores in October
- M&Co builds wind turbine to power stores
- Matalan
- …downgraded
- …remains cautious after falling profits
- Next Directory Q3 sales offset weak store sales
- Primark
- …launches in Selfridges
- …launches new flagship in Metrocentre
- …profits fall 8%
- River Island
- …launches international shipping
- …to open first accessories-only store
- SuperGroup sales slow with warehouse glitch
- Topshop to launch mobile site as mobile sales rise
- USC puts third of stores up for sale
- Footwear retailing
- Clarks' profits fall due to rising costs and promos
- Jones plans click and collect service
- Kurt Geiger reports rising EBITDA
- Multi-sector retailing
- Marks & Spencer launch French site
- Marks & Spencer half-year profits fall
- Home Retail profits dragged down by Argos again
- Mixed goods retailing
- Argos
- …launches kidswear range with Emma Bunton
- …launches TV shopping on Freesat
- 99p Stores reopens former Hub store
- Poundland
- …-owner eyes Nordic counterpart
- …profit up
- Poundstretcher sees profit after six years
- Wilkinson launch premium range
- Home Bargain profits rise
- Miscellaneous specialists
- Halfords profits fall 20%
- Jollyes profits up
- Kiddicare plans superstore roll-out
- The White Company opens its first travel shop
- Mothercare chief executive to leave
- Department stores
- Debenhams
- …acquires Bhs managing director
- …launches its first catalogue to drive online sales
- …profits rise 10%
- Fenwick reports pre-tax profit rise
- Harrods passes £1bn sales barrier
- House of Fraser launches .com store
- John Lewis
- …launches £6m Christmas campaign
- …launches 'Made in UK' product push
- …opts out of regeneration scheme
- Liberty first half sales rise as it plans major revamp
- DIY retailing
- Robert Dyas sale put on hold until after Christmas
- Wickes like-for-likes fall 2%
- Electricals retailing
- Best Buy UK to close big box stores
- BrightHouse profits up 22%
- Comet
- …could see Peter Jones join as chairman
- …sold for £2
- Richer Sounds beats high street squeeze
- Music and video goods retailing
- Blockbuster UK reports falling profits
- Game launches new payment system
- Furniture retailing
- Carpetright sales continue to fall
- DFS profits rise 11.4% as sales fall
- Multiyork chairman and CEO to exit
- Mydeco.com to launch transactional site
- The Range revamps website
- Home shopping
- Amazon
- …given go-ahead by OFT for Book Depository acquisition
- …Black Friday campaign is back
- Asos
- …half year profits up 66%
- …reports slowing UK growth
- …sales affected by high street bargains
- BrandAlley reports rising sales
- Chain Reaction seeks out-of-town locations in UK
- Ebay predicts surge in m-commerce sales
- N Brown reports rising profits but warns of consumer wariness
- Ocado
- …profit margins 'could beat big four mults'
- …to launch savings pass card as shoppers look for bargains
- QVC opens pop-up in London
- Shop Direct
- …hires former Clarks finance director
- …plans to launch Very overseas
- …sets up discount website
- Wiggle to appoint UBS ahead of potential float
- Feelunique.com reports rising sales
- Health and beauty retailing
- Alliance Boots
- …considers acquisition of care firm
- …first half sales rise
- Lush considers London for biggest ever store
- Book and stationery retailing
- Clintons suffers profit loss
- WH Smith
- …like-for-like fall
- …reports higher profits from travel performance
- Sports and leisure goods retailing
- Blacks like-for-likes fall
- JJB reports falling profits
- Sports Direct reports rising profits
- Jewellers
- Watches of Switzerland launches transactional website
- Toys and games retailing
- Toys R Us
- …prepares for Christmas
- …sees profits fall at end of year
- Economy
- BRC
- …calls on Chancellor to tackle 2012 business rates in pre-Budget statement
- …October retail like-for-likes fall 0.6%
- …retail sales improve marginally in September
- Consumer confidence falls in October
- Food prices in Britain rise by second most in EU
- Inflation
- …falls due to supermarket price wars
- …rises to three-year high
- Online grocery market to double in five years
- Online retail searches rise 35% in Q3
- ONS: Retail sales rise 5.4% in value in September
- Scottish retail sales improve slightly in September
- Westfield Group plans third London shopping centre
- Capital Shopping Centres warns of slow growth
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