Table of Contents
Analyst Comment
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- The internet and the high street – working together
- The multi-channel option
- High street and online
- When is an online sale an online sale?
- The mobile red herring
- The advantage of having stores
Headlines for the Month
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- Grocers
- Food specialists
- Clothing
- Multi-sector retailing
- Department stores
- Electrical goods retailing
- Music and video goods retailing
- Carpet retailing
- Home shopping
- Health and beauty retailing
- Books and stationery
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 April
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-12
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2011-12
- 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 Analysis – Electricals Specialists
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- Mintel’s tracker survey
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- Figure 6: Mintel Tracker: Trends in activities done and consider to do, Jul 2011 – Apr 2012
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- Figure 7: Mintel Tracker: Agreement that extra money is spent on home electronics/home entertainment systems, Nov 2009-Mar 2012
- Retail sector relatives
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- Figure 8: Source: Electrical goods specialists’ sales as % of all retail sales, 2007-11
- Figure 9: Electrical goods specialists’ sales as % of consumer spending on electrical goods, 2007-11
- Retail sales data
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- Figure 10: Electrical goods specialists’ sales, 2007-11
- Consumer prices inflation
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- Figure 11: Harmonised indices of consumer prices: Annual % change, Jan 2010-Feb 2012
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- Figure 12: Harmonised indices of consumer prices: Annual % change, Mar 2011-Feb 2012
- Consumer expenditure
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- Figure 13: Consumer spending on electrical goods, by major category, 2007-11
- Electricals specialists: Leading operators
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- Figure 14: UK: Leading electrical goods specialists, 2010/11
News Analysis
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- Grocers
- UK: Asda
- …considers Walmart 'pay cash' launch
- …launches new in-store stocking tactic and contactless payment
- UK: Iceland launches money-off coupon offer
- UK: Morrisons reports first quarter like-for-likes up
- UK: Sainsbury's
- …enters online music service battle
- …sees profits rise
- …to buy 18 Total petrol stations
- UK: Tesco
- …begins rivalry with Amazon as Clarke to unveil strategy this week
- …group media director exits
- …introduces £10 off voucher
- …invest £1bn to overcome UK sales drop
- …overhauls Clubcard scheme and trials electronic shelf pricing
- …reviews advertising account
- …to focus on smaller store formats
- …turnaround already facing problems with credit rating downgrade
- UK: The Co-operative trials contactless payment
- UK: The People's Supermarket sees losses narrow
- UK: Waitrose launches brand price match initiative
- Food specialists
- UK: Thorntons gets Easter like-for-like boost
- Clothing retailing
- UK: Ann Summers launches new store format
- UK: Aquascutum
- …attracts 10 potential bidders
- …attracts interest
- …nears administration
- …supplier prepares bid
- …to be bought by YGM
- …to close Corby plant
- UK: Arcadia appoints new chief operating officer
- UK: Aurora’s non-executive president steps down
- UK: Bonmarché to launch collect-from-store service
- UK: Burberry
- …expansion plans after sales growth slows
- …reports rising half year sales
- UK: Burton extends overseas reach with international shipping
- UK: Forever 21 to expand Oxford Street flagship
- UK: French Connection plans to sell stores
- UK: H&M to open in Aylesbury
- UK: Hobbs considers sale and appoints PwC
- UK: Irisa and Jacques Vert make redundancies
- UK: Jaeger
- …acquired by Better Capital
- …hires Better Capital to focus on the customer experience
- UK: New Look
- …close to deal on debt terms
- …plans store revamp and online business growth
- …to roll out new store concept
- UK: Next sales rise in first quarter
- UK: Nougat to launch Project 40
- UK: Oasis to welcome Frock and Frill concession
- UK: Opening Ceremony to open in London
- UK: Pretty Green partners with Universal to open virtual pop-up record stores
- UK: Primark celebrates profit increase
- UK: River Island to introduce external womenswear brands
- UK: SuperGroup
- …issues surprise profit warning
- …sales boosted, but like-for-likes are disappointing
- UK: Temperley launches Somerset Collection in partnership with John Lewis
- UK: Topman to launch premium suiting collection
- UK: Uniqlo
- …hunts for flagship store in London
- …reports £9.7m losses
- UK: Vivienne Westwood ends franchise partnership
- UK: Wonderbra launches ecommerce site
- Footwear retailing
- UK: Shoon bought buy existing management
- UK: TOMS opens pop-up shop in Covent Garden
- Multi-sector retailing
- UK: Home Retail Group posts profits fall
- UK: Marks & Spencer
- …launches clothing recycling programme
- …sales hit by shortage of best-selling stock
- Miscellaneous specialists
- UK: Halfords plans £6m growth investment
- UK: Mothercare
- …plans to exit a further 110 UK stores
- …new boss to drive online growth
- …finance director resigns
- UK: Robert Dyas eyed by R Capital
- Mixed goods retailers
- UK: Poundland opens 400th store
- UK: Argos
- …to widen revenue stream with advert selling scheme
- …under review
- Department stores
- UK: Debenhams
- …first half pre-tax profit better than expected
- …to open new store in Edinburgh
- UK: John Lewis
- …adds London Olympic shops to stores
- …considers move into China
- …launches branded broadband service
- …provides virtual fashion experience
- …revamped beauty hall set to launch
- UK: Liberty to open pop-up shop in Westfield Stratford
- UK: Selfridges prepares to extend flagship
- Electrical goods retailing
- UK: Carphone Warehouse reports weak fourth quarter
- UK: Dixons
- …reports like-for-like sales surge
- …travel outlets open at East Midlands and Gatwick North airports
- …website crashes
- UK: Everything Everywhere plan to close 31 stores
- Music and video goods retailing
- UK: Game's Iberian business bought by OpCapita
- UK: HMV
- …gains market share following strong quarter
- …issues another profit warning but hopes Game demise with help profits
- Carpet retailing
- UK: Allied Carpets acquired in pre-pack administration deal
- UK: Carpetright suffering decline in sales
- Homewares retailing
- UK: Dunelm reports rising like-for-like sales but remains cautious
- Home shopping
- UK: Achica breaks even and aims for growth
- UK: Amazon launches publishing venture
- UK: Asos reports rising sales
- UK: eBay Fashion launches colour matching app
- UK: Flying Brands to sell garden business as losses continue
- UK: JML shopping programme to debut on ITV1
- UK: My-Wardrobe launches the Shoe Library
- UK: N Brown
- …reports "robust" results
- …to launch click-and-collect
- UK: Nelly.com launches in the UK
- UK: Shop Direct
- …outsources customer service operations
- …to cut 50 head office positions
- Health and beauty retailing
- UK: Boots
- …refreshed and extends pharmacy services
- …to close 160 photo labs
- UK: Feelunique.com celebrates 120% increase in EBITDA
- UK: Lush reports falling profits
- Book and stationery retailing
- UK: Clinton Cards
- …delays strategic review release
- …to collapse today
- UK: WH Smith
- …to launch 100 Kobo mini-stores
- …reports 3% rise in profit but like-for-likes fall
- Sports and leisure goods retailing
- UK: Blacks chief executive to exit
- UK: JD Sports
- …profits down due to Black acquisition
- …seeks new acquisitions
- UK: North Face fined £2.8m for price-fixing
- UK: Sports Direct
- …sees rising spring sales
- …starts pricing war with JJB
- Toys and games retailing
- UK: Toys R Us prepares for £400m debt restructure
- Economy
- UK: Asda Income Tracker: Tightest spending since November 2008
- UK: BRC: April showers lead to sales fall
- UK: Capital Shopping Centres sees decrease in footfall
- UK: Government turns down permanently relaxed Sunday trading hours proposal
- UK: Kantar: Waitrose and discounters gain share
- UK: Land Securities to introduce wi-fi to all shopping centres
- UK: March retail sales boosted by warmer weather
- UK: Online sales rise driven by mobile devices
- UK: ONS
- …inflation rise driven by food and clothing in March
- …retail sales rise in March
- UK: Retail administrations up 15% in Q1 on 2011
- UK: Retail employment up 0.4%, driven by food retailers
- UK: Scottish retail sales up 1.8% in March
- UK: Shop price inflation falls to 1.3% as commodity prices fall
- UK: UK in double-dip recession
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