Table of Contents
Analyst Comment
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- Game in extra time
- It’s the concept as much as the retailer that needs questioning
- Where next?
- Why Game?
- And if Game does go?
Headlines for the month
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- Grocers
- Clothing
- Footwear
- Multi-sector
- Mixed goods
- Department stores
- DIY
- Electricals
- Home shopping
- Health and beauty
- Jewellers
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2011-12
- The BRC data for February
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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, 2010-12
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2008-12
- Inflation fell again
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2011-12
- Looking forward
Sector Focus – DIY, Furniture and Floorcoverings Specialists
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- Mintel’s Consumer Tracker survey
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- Figure 6: Trends in activities done and consider to do, Jul 2011-Jan 2012
- Figure 7: Agreement that extra money is spent on furniture/home improvements/décor, Nov 2009-Jan 2012
- Sector relatives
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- Figure 8: DIY, furniture and floorcoverings specialists’ sales as % of all retail sales, 2006-11
- Retail sales data
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- Figure 9: DIY, furniture and floorcoverings specialists’ retail sales, 2006-12
- Figure 10: DIY, furniture, and floorcoverings specialists’ retail sales: Annual % change, Jan 2011-Jan 2012
- Consumer prices inflation
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- Figure 11: Consumer price indices: Annual % change, Jan 2011-Jan 2012
- Consumer expenditure
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- Figure 12: Consumer expenditure on selected product categories, 2006-11
- Leading retailers
- Furniture specialists
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- Figure 13: Leading furniture specialists, 2010/11-2011/12
- Floorcoverings specialists
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- Figure 14: Leading floorcoverings specialists, 2010/11
- DIY specialists
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- Figure 15: Leading DIY specialists, 2010/11
News Analysis
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- Grocers
- Asda
- …poaches John Lewis Partnership director for CFO role
- …sees fourth quarter like-for-like sales up 1%
- …staff save £515m with its saving scheme
- …to introduce Android app to drive m-commerce sales
- Iceland
- …acquires Peacocks stores
- …expands eastward with partnership in Czech Republic
- Londis to double fresh food sales over next three years
- UK: Morrisons
- …bolsters Kiddicare management
- …plans for 300 convenience stores
- …reports rising profits in 'best year yet'
- Nisa Loco prepares to launch in Newcastle
- People's Supermarket fights closure
- Sainsbury's
- …employees share £26.5m saving scheme payout
- …invests in green power
- …open first outpatient pharmacy
- …renews contract with Nectar
- Tesco
- …online food sales to double in next five years
- …to create 20,000 jobs
- …to fund UK stores with Thai malls sale
- …to place emphasis on fresh food
- …unveils 3D virtual fitting room
- …unveils next round of Big Price Drop cuts
- …web portal to aid promotions
- The Co-operative
- … set to launch in-store food magazine
- …makes £40m in sustainability savings
- …to axe 300 jobs at HQ
- …performance held back by former Somerfield stores
- Waitrose Olympic Park branch awarded BREEAM 'outstanding' rating
- Other food specialists
- Hotel Chocolat considering launch of beauty products
- Thorntons
- …plan to test products online
- …plans to refit stores after poor trading
- …profits fall and retailer prepares to close more stores
- Whittard to expand after good Christmas
- Clothing retailing
- Ann Summers sees sales lift without rival La Senza
- Aurora to sell stake in luxury Bastyan brand
- Benetton increased digital focus with launch of new apps
- Billabong
- …receives formal approach from TPG
- …rejects takeover bid
- …sees Blackstone and KKR join bidding race
- Bonmarché
- …sees more stores rescued from closure
- …to target over-50s
- Boux Avenue signs three stores
- Crew Clothing full year profits rise
- Edinburgh Woollen Mill
- …eyes further 75 Peacocks stores
- …invests £50m to turn around Peacocks
- …pulls out of Peacocks talks
- …re-enters bid for Peacocks
- Fenn Wright Manson
- …calls in restructuring firm
- …receives interest from Hobbs and Phase Eight
- Firetrap explores sale options
- French Connection pushes into homewares market
- George at Asda acquires Turkish clothes sourcing arm
- Gerry Weber reports full-year sales increase
- Hobbs
- …announces £18m investment plans
- …invests £18m to drive multichannel
- J Crew to open UK stores
- Lipsy launches first overseas stores in Dubai
- Mango
- …continues international expansion
- …drops prices by 20%
- Matalan reports falling EBITDA for full year
- New Look
- …seeks debt restructuring
- …to double revenues in international markets
- Peacocks sold to Edinburgh Woollen Mill
- Playtex reports sales increase
- Primark like-for-like sales to rise 2% in first half
- PVH to take European ck Calvin Klein accessories and apparel in-house
- Reiss fashion week activity increases sales
- Republic invests online due to fears for the high street
- River Island's UK production paying off
- TK Maxx to open at Meadowhall
- Topshop continues US expansion with LA store
- White Stuff reports £7.1m loss after goodwill write-off
- Yeomans sold to former Sports Division boss Kinnaird
- Footwear retailing
- Aldo adds new fascia and tie-ups with Debenhams
- LK Bennett reports profits rise
- Shoon falls into administration
- Multi-sector retailing
- Marks & Spencer
- …launches new multichannel store format
- …launches outlet format online
- …sees another director exit
- Mixed goods retailing
- Argos considers shake-up of stores
- B&M reports 47% profit growth
- QD Stores targets online
- Miscellaneous specialists
- Countrywide redundancies due to disappointing first half results
- Albemarle & Bond
- …eyes more pop-ups
- …sees profits rise 12%
- Cash Converters in UK expansion drive
- Evans Cycles revenues rise but profits fall
- H&T full year pre-tax profits rise
- Lot 18 launches in the UK
- Mamas and Papas
- …increases global expansion
- …to develop multichannel around parents "on the go"
- Past Times closes all shops
- Pets at Home appoint new chief executive
- Department stores
- John Lewis
- …hires former Kingfisher finance boss
- …prepares for 'profound change' in retail market
- …profits dip and staff receive lower bonus
- …to revamp flagship ahead of Olympics
- DIY retailing
- B&Q embarks on revamp project
- Kingfisher reports B&Q like-for-like sales fall
- Wickes sees fall in kitchen and bathroom sales
- Electricals retailing
- Comet
- …cuts staff by 450
- …in consultation to close Hull base
- Dixons movies business to launch on Thursday
- Game
- …loses supply from Capcom
- …to exit Comet shops to reduce space
- …to stop stocking EA and Nintendo major releases over credit row
- Jessops chairman to step down
- Maplin
- …chief executive announced as John Cleland
- …signs deal for 90-minute delivery
- Carpet retailing
- Carpetright shares rise on privatisation speculation
- Furniture and furnishings retailing
- Dunelm deputy chairman reduces stake
- Feather & Black launches transactional mobile site
- Lakeland to introduce contactless payment
- Home shopping
- Asos delivers to Collect+ stores
- Boohoo moves into menswear
- BrandAlley to double mobile sales with site launch
- Ebay launches first TV ad since 2007
- Flying Brands to sell gift business to Interflora
- Ideal Shopping acquires etailer CreateToday
- My-Wardrobe
- …debuts virtual shop window
- …losses widen as it invests in ambitious expansion plan
- Net-a-Porter Group
- …announces expansion into Asia
- …to launch kidwear, home and beauty sites
- Ocado reports first quarter sales rise
- Shop Direct develops virtual changing rooms
- Simply Be to expand store portfolio
- StylistPick to open first pop-up shop
- Yoox Group launches footwear site
- Health and beauty retailing
- Boots
- …new £50m warehouse to enhance online profits
- …to stock Mary Portas
- Superdrug launches advanced skincare clinics
- The Body Shop reports 'solid' growth
- Book and stationery retailing
- Clinton's Birthdays up for sale
- Sports and leisure goods retailing
- Go Outdoors launches mobile-based loyalty scheme
- JJB Sports like-for-like sales fall but margins improve
- Sports Direct
- …acquires sportswear website
- …reports strong third quarter ahead of expectations
- Yeomans sold to former Sports Division boss Kinnaird
- Jewellers
- Aurum
- …full year EBITDA rises as sales process continues
- …to revamp Mappin & Webb as suitors circle
- Swarovski reveals plans for lola&grace brand
- Toys and games retailing
- The Entertainer boosts multichannel
- Economy
- BRC: Like-for-like retail sales fall 0.3% in February
- Christmas footfall rise driven by out-of-town shoppers
- Consumer confidence holds firm in February
- Cotton prices rise following Indian export ban
- CPI stands at 3.6% in January
- Fairtrade sales hit £1.3bn as Morrisons joins commitment
- Government considering minimum wage freeze
- Hammerson occupancy levels up as it sheds office to focus on retail
- Kantar: Tesco records lowest market share since May 2005
- Meadowhall applies for 70,000 sq ft extension
- Mobile accounts for 5% of all online sales
- ONS: January retail sales driven by online
- Scottish retailers suffer biggest fall in sales since 1999
- Shop price inflation hits lowest rate for nearly two years
- Westfield Stratford City performs "extremely well"
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