Table of Contents
Analyst Comment
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- Sound and fury signifying nothing
- No price war
- Astute use of the marketing budget
- Inflation
- It’s a marketing war
Headlines for the Month
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- Grocers
- Clothing retailers
- Footwear retailing
- Multi-sector retailing
- Mixed goods retailing
- Department stores
- DIY retailing
- Electricals retailing
- Music and video goods retailing
- Homewares retailing
- Home shopping
- Books and stationery retailing
- Sports and leisure goods retailing
- Jewellers
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
- The BRC data for November
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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
- The timing of Christmas
- 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 – Health and Beauty Specialists
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- Mintel’s Tracker Survey
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- Figure 6: Mintel Tracker Survey extracts: Agreement with statements, Nov 2010-Oct 2011
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- Figure 7: Mintel Tracker Survey: Consumers agreeing that they spend extra money on beauty products as a percentage of consumers agreeing that they spend extra money on beauty services, Nov 2009-Oct 2011
- Sector relatives
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- Figure 8: Health and beauty specialists’ retail sales as percentage of total retail sales, 2006-11
- Figure 9: Health and beauty specialists’ retail sales as percentage of consumer spending on health and beauty products, 2006-11
- Retail sales data
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- Figure 10: Retail sales, current prices, 2006-11
- Consumer prices inflation
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- Figure 11: Consumer prices inflation in selected categories, Nov 2010-Oct 2011
- Consumer expenditure
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- Figure 12: UK: Consumer spending on health and beauty, 2006-11
- Leading H&B specialists
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- Figure 13: UK: Leading health and beauty retailers, 2009-10
News Analysis
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- Grocers
- Asda directors exit
- Asda launches mobile app
- Asda like-for-likes rise 1.3%
- Co-op continues expansion but closes more Somerfield stores
- Co-op revamps electrical offering
- Co-op re-vamps its electricals site
- Costcutter bought by Bibby Line Group
- Costcutter seeks acquisitions
- East of England Co-operative Society's profits suffer
- Iceland founder lines up Blackstone for bid
- Iceland to potentially expand into non-food
- Morrison's £100m Christmas campaign
- Morrison's like-for-likes rise 2.4%
- Musgrave to launch SuperValu own brand products in UK
- Sainsbury's ‘Christmas will come late… but shoppers will still be keen to buy’
- Sainsbury’s plans first standalone pharmacy
- Sainsbury’s targets local communities with bespoke air and online panto campaign
- Sainsbury’s to create 800 jobs in Scotland
- Sainsbury’s to launch Million Meal appeal
- Kantar reports Tesco loses market share
- Tesco announces new chairman
- Tesco Big Price Drop drives volume growth
- Tesco in House of Fraser deal
- Tesco offering shoppers free online movie service
- Tesco shareholder to increase his stake
- Tesco to launch Big Christmas Price Drop
- Tesco trials web and store augmented technology
- Waitrose and Travelodge in hotel-and-retail co-development programme
- Waitrose sales rise in Q3
- Off-licences
- Majestic Wine launches first TV ad
- Majestic Wine reports increased profits
- Clothing retailing
- Aquascutum targets overseas expansion via licensing deal
- Arcadia profits fall and mass store closures confirmed
- Blue Inc gets backing from Sir Stuart Rose
- Bonmarché launches TV and iPad initiatives
- Bonmarché targets television shopping channel
- Burberry half year profits up 26%
- French Connection like-for-like fall
- H&M announces March 2012 launch of Marni collection
- Irisa to close nearly a third of standalone stores
- Jack & Jones and Swarovski open first UK out-of-town stores
- Jaeger launches transactional mobile site
- Mulberry reports soaring profits
- Peacocks 'considering 200 store closures'
- Peacocks sees interest from Goldman Sachs
- Primark to increase menswear after early Selfridges success
- Pringle owners inject £10.9m
- Reiss posts 44% rised in EBITDA
- River Island launches accessories shop
- SockShop launches mobile site
- Superdry to open new flagship
- Ted Baker opens 'Tedbury Village' in Bluewater
- Ted Baker’s sales up
- TM Lewin CEO: ‘If the past was frenetic, the future will be even more so’ posts rising profits
- Versace launches H&M collection
- Footwear retailing
- Barratts 'near administration for second time'
- Boxpark plans a second site
- Dr Martens to open Scottish store
- Dune Group posts fall in profits
- Foot Locker to launch new fascia
- Jones plans click and collect service
- Kurt Geiger reports rising EBITDA
- Mixed goods retailing
- Halford targets Scotland for £1m autocentre investment
- Halford profits fall 20%
- Hotel Chocolat reports rising pre-tax profits
- Mothercare sees poor first half and begins review
- National Geographic to relocate flagship
- Poundland to open first Dealz store in UK
- Poundworld to launch wholesale site
- QD plans pop-up stores
- Multi-sector retailing
- Lakeside proposes £180m extension
- M&S fashion boss considers rivals
- M&S Plan A is on course
- Westfield Group plans third London shopping centre
- Department stores
- Debenhams to launch 'Christmas Spectacular' Sale
- Debenhams trials mobile payments
- John Lewis and Waitrose to pilot virtual window
- John Lewis four-day sales up 10.5% year-on-year
- John Lewis reports mid-week sales up 3.7%
- John Lewis sales flat this week
- John Lewis sees 'Christmas momentum building'
- John Lewis to give customers energy-saving advice
- John Lewis weekly sales exceed £113m
- Liberty sees pay off from revamped beauty department
- DIY retailing
- B&Q profits rise in third quarter
- Topps Tiles posts 36% fall in FY pre-tax profits
- Wickes appoints former Asda COO to position of MD
- Wickes to open smaller store formats
- Electrical retailing
- Comet and Amazon launch 'mega sales'
- Comet launches £17m advertising pitch
- Comet to expand into eBay
- Dixons group losses widen
- Everything Everywhere to launch transactional site
- Kesa reports like-for-likes in its half year down 7.9%
- Phones 4U introduces wi-fi to all stores
- Phones 4U suffer from insurance payouts
- Music and video goods retailing
- Game downgrades sales forecast
- HMV launches film on-demand service
- HMV opens new standalone techshop
- Twentieth Century Fox Home Entertainment launches Blu-ray/DVD virtual store
- Furniture retailing
- BrightHouse refinances
- Dwell reports EBITDA profit
- Ikea price cuts boost market share
- MFI to re-emerge as a pureplay e-tailer
- MFI to relaunch online
- Homewares retailing
- Cath Kidston sales helped by overseas expansion
- Home shopping
- Abel & Cole reports rise in profits
- Amazon set to launch smartphone
- Chain Reaction seeks out-of-town locations in UK
- eBay acquires data firm
- eBay launches first pop-up store today
- Findel’s losses widen in 6 months to end of September 2011
- M&M Direct posts 2% FY growth
- Ocado launches Blackberry app
- Ocado struggles with late deliveries
- Park Group sees loss but remains optimistic
- The Hut to retain Channel Islands base
- Very.com launches in 48 countries
- Wiggle bought by Bridgepoint in £180m deal
- Health and beauty retailing
- Boots introduces personalised messages at the till
- Boots to roll out in-store spas
- Lloyds Pharmacy to open second Health Village
- Book and stationery retailing
- Clintons launches first TV ad in seven years
- Clintons posts 2.4% drop in like-for-likes
- WH Smith like-for-like fall
- WH Smith expands Irish offering with Arnotts opening
- WH Smith launches social networking e-reader
- Sports and leisure goods retailing
- Blacks considers sale
- Blacks warns on profit
- JD Sports prepares for "tough" Christmas
- Jewellers
- HPJ Jewellers files to appoint administrators
- Signet UK reports weak like-for-likes
- Economy
- 10% online sales through click and collect
- BRC and OE: British retail prices better than in Eurozone
- CBI: High street retailers shed staff in light of steeply falling sales
- Chancellor: Retailers will be able to defer 60% of business rate increase in 2012-13
- Footfall this year experiences sharpest decline
- Government implements Competition Commission’s call to strengthen controls over store cards
- Inflation at 5% in October
- Mega Monday starts competition for festive spend
- November retail like-for-like sales down
- Retail sales rise in October
- Scottish retail sales weak in October
- Shop chiefs disagree with VAT cuts
- Shop price inflation in November falls to 2%
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