Table of Contents
Analyst Comment
-
- Matching prices
- The problem of being the leader
- Who isn’t matching Tesco these days?
- Taking price out of the equation
- What can Tesco do?
Headlines for the Month
-
- Grocers
- Clothing
- Footwear
- Multi-sector retailing
- Mixed goods
- Miscellaneous specialists
- Department stores
- Electricals retailing
- Music, video, and games retailing
- Furniture retailing
- Home shopping
- Health and beauty retailing
- Books and stationery retailing
- Sports and leisure goods retailing
- Jewellery
- Toys and games retailing
Retail Sales – Background and Outlook
-
- Key points
- Retail sales trends
-
- Figure 1: Retail sales trends, 2011-12
- The BRC data for January
-
- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-11
- John Lewis
-
- Figure 3: John Lewis: Year-on-year growth, 2010-12
- Inflation and wages
-
- Figure 4: RPI vs Average weekly earnings growth, 2008-12
- Inflation fell again
-
- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2011-12
- Looking forward
Sector Focus – Food Retailers
-
- Mintel’s Tracker survey
-
- Figure 6: Mintel Tracker Survey extracts: Agreement with statements on grocery shopping, Dec 2009, Dec 2010, Dec 2011
- Sector relatives
-
- Figure 7: Food retailers’ sales as % of all retail sales (excl. fuel), 2006 -11
- Retail sales data
-
- Figure 8: Food retailers’ sales, 2006-11
-
- Figure 9: Food retailers’ real-terms year-on-year sales growth, 2006-11
- Inflation
-
- Figure 10: Consumer prices inflation, selected categories, Jan 2010-Dec 2011
- Figure 11: Year-on-year change in food commodity prices, Jan 2011-Jan 2012
- Consumer expenditure
- Leading retailers
- Christmas performances
- What to do with a problem like Tesco?
- What do these results tell us?
-
- Figure 13: Leading food retailers, 2010/11
News Analysis
-
- Grocers
- Asda
- …outperforms rivals over Christmas
- …to invest £500m in stores and supply chain
- Booths sales up as shoppers entertain over Christmas
- Iceland deadline nears as Walker lines up £150m
- Morrisons
- …acquires meat processing facility
- …brings back pay day offers
- New People's Supermarket to open in Hackney
- Sainsbury's
- …launches Matthew Williamson designer shopper
- …sees 'record-breaking' Christmas
- Tesco
- …aims to regain sales through voucher campaign
- …considers closing Home Plus stores
- …enters F&F partnership in Saudi Arabia
- …expands international technology for F&F
- …reports "disappointing" Christmas with like-for-likes falling 2.2%
- …to drop carbon reduction logo
- The Co-operative
- …adds 28 stores after acquiring David Sands
- …posts Christmas sales uplift
- Ugo discount grocer sold after just a year
- Waitrose
- …and Boots scale back partnership
- …to introduce contactless payments
- …to open more convenience stores in London
- Food specialists
- Greggs reports boosted Christmas sales
- Hotel Chocolat considering launch of beauty products
- Thorntons suffers poor Christmas performance
- Off-licences
- Majestic Wine posts Christmas sales rise
- Clothing retailing
- Agent Provocateur like-for-like sales rise over Christmas
- Bestseller appoints UK sales reps to drive wholesale
- Blue Inc enjoys positive Christmas
- Bonmarche
- …appoints GA to manage store closures
- …bought out of pre-pack by Sun European
- …stores to close as part of rescue deal
- Bravissimo performance driven by Pepperberry
- Burberry reports rising sales due to outerwear and leather goods
- Coach posts rise in second quarter profits
- Edinburgh Woollen Mill
- …bids for Peacocks
- …plans 150 new stores as it eyes Peacocks property
- …pulls out of Peacocks talks
- French Connection issues profit warning
- Howies bought back by management
- Jaeger full year profits fall
- Karen Millen to launch sites in more European countries
- La Senza acquired by Alshaya UK
- Madhouse bought in pre-pack deal
- Matalan reports sales growth
- McArthurGlen reports record trading in December
- Mulberry reports strong like-for-likes over Christmas
- New Look
- …considers closing 100 stores
- …reports strong Christmas trading
- Peacocks
- …receives six bids from potential buyers
- …refuses to honour gift vouchers
- …sale sees new surprise bidder
- …struggles as RBS pulls out of rescue deal
- Primark sees strong Christmas trading
- Pumpkin Patch in administration
- Select to double stores
- SuperGroup
- …Christmas sales rise
- …reports January sales slowdown
- Ted Baker delivers "excellent" Christmas performance
- Topman overseas success encouraging
- White Stuff reports 2% year-on-year rise
- Footwear retailing
- Barratts stores acquired by Ziff
- Dolcis bought out of administration
- Dr Martens up for sale
- Office
- …reports strong Christmas
- …to revamp website and launch overseas
- Multi-sector retailing
- Marks & Spencer reports stronger food sales while general merchandise suffers
- Mixed goods retailers
- 99p Stores looks to sell business for £60m
- Poundland like-for-like sales up 5.9%
- Poundstretcher
- …closes transactional website
- …quick to acquire up to 20 Ugo stores
- Argos
- …cuts or freezes 11,000 prices
- …like-for-likes fall 8.8%
- The Original Factory Shop reports growth
- Miscellaneous specialists
- Evans Cycles revenues rise but profits fall
- Garden Centre Group in exclusivity talks with Terra Firma
- Halfords sees like-for-likes drop of 4.8%
- LS Travel adds Watermark Bookstore to rail portfolio
- Mothercare
- …reconsiders UK stores after arrival of new boss
- …sales rise driven by promotions
- …to launch range with Jools Oliver
- Past Times
- …closes 47 stores
- …officially in administration
- Pets at Home reports like-for-like sales growth over Christmas
- QD reports solid Christmas and plans expansion
- Snappy Snaps sales rise 6.7% over Christmas
- Woolworths stores almost filled
- Department stores
- Debenhams has strong Christmas
- Fortnum & Mason reports record sales
- Harvey Nichols launches new concept store in Liverpool One
- House of Fraser
- …posts "pleasing" sales growth
- …to extend collaboration with Mary Portas
- John Lewis
- …launches trend-led women's label JL Weekend
- …Partnership sales up 10%
- …sales driven by Clearance
- DIY retailing
- B&Q invests £12m in product ranges
- Carpetright
- …Ireland business in recovery despite group profit warning
- …issues profit warning
- Topps Tiles sales down 4.2% in first quarter
- Electricals retailing
- Carphone Warehouse reports 4.7% like-for-like rise
- Comet
- …acquisition by OpCapita complete
- …cuts staff by 450
- …reports weak Christmas trading
- Dixons
- …boss Browett exits for Apple
- …launches Knowhow Movies
- …reports falling like-for-likes over Christmas
- Maplin reports strong December
- Phones 4U reports sales rise in final quarter
- Music, video, and games retailing
- Game Group
- …granted breathing space from banks
- …like-for-likes fall as margins hit
- …marketing boss exits as 46 jobs put at risk
- …sets Friday deadline for first round bids for overseas business
- …to offload overseas operations
- GameStop closes stores in Northern Ireland
- HMV gets breathing space
- Furniture retailing
- Dunelm growth continues in strong H1
- Furniture Village sales rise but profit falls
- Ikea's profit rises 10.3%
- Lakeland launches new best practice mobile optimised website
- Home shopping
- Amazon
- …beats HMV to top UK entertainment retailer place
- …expands sporting range for Olympics
- …eyes chilled food offensive
- Asos sales and margins up
- Boohoo full-year profits grow
- Feelunique.com increases overseas marketing
- Flying Brands reports sales fall
- Kiddicare acquires 10 former Best Buy stores
- My-Wardrobe plans international launch
- N Brown reports like-for-likes rise 2%
- Ocado
- …enjoys late surge in Christmas sales
- …plans 'aggressive' marketing push
- …pre-tax losses improve
- …to cut prices in online price war
- Shop Direct chief Newton-Jones to leave
- The Hut reports record sales
- Health and beauty retailing
- Boots sees sales rise more than 3% in December
- Lush Christmas "exceeds expectations"
- Superdrug delivers "solid" festive growth
- Book and stationery retailing
- Foyles reports Christmas sales up 20%
- Hallmark plans out international expansion
- Ryman profits driven by ecommerce
- The Works reports strong Christmas performance and new CEO
- WHSmith reports like-for-likes fall 5%
- Sports and leisure goods retailing
- Blacks set to be back in the black within a year
- Decathlon eyes Best Buy stores
- JD Sports
- …formally acquires Blacks
- …posts festive like-for-likes rise
- Jewellers
- Folli Follie enjoys 64% increase in sales over Christmas
- LVMH considers bid for Aurum
- Signet UK sales rise 1.8% over Christmas
- Toys and games retailing
- Hamleys posts record sales
- Hawkins Bazaar
- …bought forward by former owner Primary Capital
- …close to finding buyer as further stores shut
- Hornby sale hit by weak Christmas trading
- The Entertainer outperforms toy market by 22.1%
- Economy
- BRC: Stronger Christmas "reflects one-off factors"
- Cost of retail crime rises 31%
- CPI at 4.2% in December
- Glasgow Buchanan Street now 91% let
- Government launches Portas pilot to revive high street
- January retail like-for-like sales fall
- Kantar:
- …reveals Sainsbury's market share highest since March 2003
- …Tesco market share falls
- Meadowhall applies for 70,000 sq ft extension
- More shoppers do Christmas shopping via smartphone
- ONS: Retailers see December sales rise
- Retail employment rises 0.5% but weak outlook remains
- Scottish retail sales worst since at least 1999
- Shop price inflation
- …fall to near-two year low
- …hits 16-month low in December
- Vacancy rates highlight north-south divide
- Weekly spending power falls by £12
Back to top