Table of Contents
Analyst Comment
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- Whole Foods in Piccadilly
- High Street Kensington
- Piccadilly
- Much more promising
- Sets new standards
Headlines for the month
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- Grocers
- Food specialists
- Clothing retailing
- Footwear retailing
- Multi-sector retailing
- Miscellaneous specialists
- Department stores
- DIY retailing
- Electrical goods retailing
- Music retailing
- Furniture retailing
- Home shopping
- Health and beauty retailing
- Books and stationery retailing
- Sports and leisure goods retailing
- Economy
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 May
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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
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2011-12
- Looking forward
Sector Analysis – Health and Beauty Specialists
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- Figure 6: Mintel Tracker: What extra money is spent on, April 2010-April 2012
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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, April 2011-April 2012
- Consumer confidence
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- Figure 8: UK: Retail trade confidence and consumer confidence, Jun 2011-May 2012
- Sector relatives
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- Figure 9: Health and beauty specialists’ retail sales as percentage of total retail sales, 2007-12
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- Figure 10: Health and beauty specialists’ retail sales as percentage of consumer spending on health and beauty products, 2007-11
- Retail sales
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- Figure 11: Retail sales, current prices, 2007-12
- Consumer spending
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- Figure 12: UK: Consumer spending on health and beauty, 2007-11
- Consumer prices inflation
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- Figure 13: Consumer prices indices: annual % change, selected categories, April 2011 -April 2012
- Leading H&B specialists
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- Figure 14: UK: Leading health and beauty retailers, 2010/11-2011/12
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News Analysis
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- Grocers
- Musgrave Group
- …reports falling profits
- …seeks click-and-collect partnership
- Asda
- …aims to double mobile sales
- …like-for-likes rose 2.2% in Q1
- …George trials new store format
- …targets online growth and acquires supply chain GAAT
- Co-op to close two distribution centres within the next year
- Discounters grow while Tesco and Morrisons lose
- Morrisons
- …expansion south begins
- …has completed in-store bakery revamp
- …may target South East with online grocery site
- Sainsbury's launches mobile grocery site
- Tesco
- …launch new online portal for suppliers
- …launches online delivery system
- …plans to bring back Clubcard Exchange promotion
- …revamps ready meal range
- …to expect a fall in Q1 UK sales
- …to launch F&F pop-up shop
- Whole Foods Market opens a new store in Piccadilly Circus
- Food specialists
- Greggs sales fall in wet weather
- Clothing retailing
- Aquascutum
- …acquired by YGM Trading for £15 million
- …design director to leave role
- Aurora partner with PayPal to launch inStore payment app
- Base aims to become ‘first-class kidswear store’
- Bonmarché to launch collect-from-store service
- Bosideng to open first UK store
- Burberry
- …consider phased opening of new London flagship
- …full-year profits rise
- French Connection reports falling profits
- H&M to launch pop-up sports shops for summer 2012
- Hobbs reports strong full year results
- Irisa staff in consultation after relocation to Jacques Vert offices is considered
- Jaeger hires Better Capital to focus on the customer experience
- JD looks to buy One True Saxon
- McArthurGlen beats the high street with a 16% increase in sales
- McCartney opens first Adidas by Stella McCartney store
- Mini Velvet hopes to triple standalone store count
- Monsoon Accessorize on lookout for new chief
- Montique to debut in the UK
- Moss Bros sees boosted like-for-likes
- New Look close to deal on debt terms
- Phase Eight enjoys boost in pre-tax profit and turnover
- Reiss introduces iPads to drive sales
- SuperGroup
- …considers overseas flagship
- …sales boosted, but like-for-likes are disappointing
- Topshop to launch eco-friendly capsule collection
- Victoria's Secret set to debut in the UK with 2 store openings
- Footwear retailing
- Clarks reports a fall in pre-tax profit
- Kurt Geiger enters exclusive distribution deal with Vince Camuto
- LK Bennett secures funding for expansion in US
- Tod's first quarter revenues rise
- Multi-sector retailing
- Booker to acquire Metro's Makro UK
- Marks and Spencer
- …confirms position as the first carbon neutral major retailer
- …launches Simply M&S food range
- …reports falling profits and store revamp strategy
- …to open its own bank
- Mixed goods retailing
- Poundland
- …launches mobile app
- …launches wholesale website
- Miscellaneous specialists
- Mothercare new boss says it will take 3 years to turn business around
- Robert Dyas attracts interest from three parties
- Wilkinson’s chief executive to leave
- Department stores
- Debenhams begins summer discounting
- House of Fraser
- …receives interest in stake share
- …reports growth in profits, but decline in EBITDA
- …to introduce 11 upmarket brands
- …to launch World of Shoes at Oxford Street store
- John Lewis reports strong first quarter
- DIY retailing
- B&Q investing £69 million on product range improvements
- Kingfisher reports fall in Q1 profits
- Topps Tiles reports fall in pre-tax profits in first half
- Wickes sees sales slow due to wet weather conditions
- Electricals retailing
- Cecil Jacobs falls into administration
- Dixons
- …extends £300m credit facility
- …reports like-for-like sales surge
- Jessops
- …receives £10 million investment from Canon
- …reports boost in sales and EBITDA
- Kesa reports falling profits in Q4
- Music retailing
- AEG is favourite to acquire HMV Live
- Digital music downloads overtake physical sales
- HMV
- …partners Ticketmaster
- …receives £32 million for Hammersmith Apollo
- Carpet retailing
- Carpetright appoints new chief executive
- Furniture retailing
- Bathstore bought for £15 million
- CSL Sofas launches augmented reality iPhone app
- DFS opens first high-street store on Tottenham Court Road
- Dwell seeks to expand store count by 100
- Multiyork widens offer with entry-level range
- Oak Furniture Land plans to expand store numbers
- Home shopping
- Asos
- …adjusts prices to attract shoppers
- …reports "strong" full year
- Brand Alley launches new Outlet channel
- Ebay Fashion launches colour matching app
- Feelunique.com to revamp website
- Flying Brands sales fall as it continues to look for buyer
- Kiddicare's focus on loyal customers boosts online sales by 20%
- Mamas & Papas to expand online presence through Amazon and Tesco
- Moonpig founder acquires stake in menswear e-tailer
- Ocado
- …introduces own label webshop
- …introduces video-game software to increase efficiency
- Occa receives investment from Asos backer
- Shop Direct
- …outsources customer service operations
- …sign a further 10 year warehousing contract with Norbert Dentressangle
- Health and beauty retailing
- Alliance Boots reports rising trading profit
- Boots to launch new food range
- Superdrug considers localising its product offering
- The Fragrance Shop reports 24% boost in EBITDA
- Book and stationery retailing
- Clinton Cards
- …reveals 44 store to close
- …sale finalised
- …to close 350 stores as Birthdays exits high street
- …to have up to 400 stores acquired by American Greetings
- Waterstones signs deal to sell Amazon Kindle
- Sports and leisure goods retailing
- Halfords reports declining pre-tax profit in last fiscal year
- JD looks to buy One True Saxon
- JJB new store format has Nike's support
- Snow + Rock report decline in profits
- Jewellers
- Pixmania launches jewellery range
- Signet UK sees moderate sales rise
- Toys and games retailing
- The Entertainer wins sales as sector rivals close down
- Economy
- April Scottish retail sales affected by wet weather
- Footfall falls 2% in Q1
- Government makes changes to pasty tax
- ONS
- …Retail sales values slow in April
- …RPI stands at 3.5% in April
- Shop inflation increases to 1.5%, but food inflation stabilises
- Warm weather boosts like-for-like sales in May
- Westfield London sales up 2.2% in Q1
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