Table of Contents
Analyst Comment
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- What’s wrong with M&S?
- What is being done about it?
Headlines for the month
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- Grocers
- Off-licences
- Clothing retailing
- Mixed goods retailing
- DIY Retailing
- Electrical Goods Retailing
- Carpet Retailing
- Furniture Retailing
- Homewares Retailing
- Home Shopping
- Health and Beauty Retailing
- Multi-Sector Retailing
- Sports and Leisure Goods Retailing
- Toys and Games Retailing
- Books and Stationery
- 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 June
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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, 2008-2012
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2011-12
- Looking forward
Sector Focus: Clothing and footwear specialists
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- Mintel’s Tracker survey
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- Figure 6: Mintel Tracker: Trends in what extra money is spent on, May 2010 – May 2012
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- Figure 7: Mintel Tracker: Percentage of consumers spending extra money on jewellery/ clothing/ personal items, May 2010 – May 2012
- Sector relatives
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- Figure 8: Clothing and footwear specialists’ sales as percentage of all retail sales, 2007-11
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- Figure 9: Clothing/footwear specialists’ shares of all consumer spending on clothing/footwear, 2007-11
- Retail sales data
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- Figure 10: Clothing and footwear specialists’ sales and forecast, 2007-12
- Consumer spending
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- Figure 11: Consumer spending on selected categories, 2007-11
- Inflation
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- Figure7: Clothing and footwear: Consumer prices index, annual % change, May 2011 – May 2012
- Figure 8: Year-on-year change in average global cotton prices, Jan 2011 – Jun 2012
- Leading specialists
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- Figure 9: Leading clothing specialists, by revenues 2010/11
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- Figure 10: Leading footwear specialists, by revenues 2010/11
UK News Analysis
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- Grocers
- Aldi to improve and extend own-label offering
- Asda
- …opens George pop-up shop
- …opens its first George franchise
- …signs deal to support rapid growth of Asda Direct
- …to launch financial services
- Booker acquires Makro UK
- Iceland
- …reports 18.5% rise in profits
- …to present findings of customer feedback programme
- Morrisons
- …explores opportunities to expand convenience stores
- …to lose group finance director
- Sainsbury’s
- …purchases HMV’s stake in e-book business
- …reports sales boost
- Spar to be new supplier to People's Supermarket
- Tesco
- …and Dobbies submit plans for joint store
- …buys WE7 digital music platform
- …looks for UK commercial director
- …reports decline in sales
- …reshuffles clothing business again
- …to open 24 hours on Sundays during Olympics
- …to use Clubcard data for online strategy
- …works with Facebook on promotion
- The Co-operative
- …completes roll out of replenishment system
- …launches tie-up with Amazon lockers
- Whole Foods UK reports increasing losses
- Off-licences
- Majestic Wine reports profit and sales boost
- Clothing retailing
- Bhs poaches M&S menswear trading director
- Boux Avenue plans overseas expansion
- Cecil Gee to leave the high street
- Coast opens doors on London flagship
- Dalvey looks to expand store portfolio
- Gio Goi closes all high street stores
- H&M launches pop-up sportswear shops
- Inditex buys UK flagship store for Zara
- Issa London to launch ecommerce site
- Jaeger poaches Aurora Fashions former president
- Jigsaw takes over a third of Kew 159’s store portfolio
- Kookaï lose sales but reduce losses
- Matalan reports falling EBITDA
- Mulberry
- …expected to report 50% increase in profit
- …reports 54% rise in profits
- New Look
- …extends refinancing
- Radley to open first pop-up shop
- Republic to boost footwear offer with dedicated areas
- Superdry to boost e-commerce site and launch mobile app
- Ted Baker reports revenue boost
- The Kooples backs out of UK property deals
- Tom Ford to open first UK standalone store
- Topshop
- …appoints former Burberry vice-president of PR as chief marketing officer
- …to collaborate with JW Anderson
- Weird Fish seeks to boost presence
- Footwear retailing
- Dr Martens
- …hopes for £200 million bidder.
- …may be acquired by Russian billionaire
- Jimmy Choo reports pre-tax profits rise
- Jones Group to expand in Europe
- Multi-Sector Retailing
- Home Retail Group post mixed quarterly results
- Laura Ashley records 5.4% growth in like-for-likes
- Marks & Spencer
- …Bostock to leave
- …confirms Bostock's departure and reports sales down in Q1
- Next to open second superstore
- Miscellaneous specialists
- Halfords looks to explore fast-delivery options
- Kiddicare receives new design concept
- Lonely Planet to open first UK store
- Mothercare UK retail head to exit
- The Garden Centre Group to develop more concessions
- Thorntons needs to change strategy, says former chairman
- Mixed goods retailers
- Poundland
- …reports record results
- …tests contactless payment
- Wellchester to close down
- Department Stores
- Allders fall into administration
- Debenhams
- …reports sales rise as margins are hit
- …to introduce next day delivery in 2013
- …to launch free in-store wifi
- Fenwick’s Bond Street store managing director passes away
- Fortnum & Mason hires new retail director
- Harvey Nichols to expand ecommerce
- John Lewis looks to extend its click-and-collect service by partnering with corner shops
- DIY retailing
- B&Q launches new services as part of Energy Saving initiative
- Topps Tiles
- …reports like-for-like sales up 2.1%
- …to launch new flagship
- Wickes to invest £10 million to lower prices
- Electrical Goods Retailing
- Dixons reports rising profits and new strategic priorities
- Maplin invests £40m into business
- Phones 4u reports boost in sales, but fall in earnings
- Music and Video Goods Retailing
- Digital video sales overtake Blu-ray
- Carpet retailing
- Carpetright reports fall in profit
- United Carpets commences store closure review
- Furniture retailing
- BrightHouse EBITDA up 12.8%
- DFS reports market share growth but sales fall
- Oka reports rising profits
- Homewares retailing
- Cath Kidston expands its UK store portfolio
- Clas Ohlson opens UK transactional website
- Dunelm reports like-for-like sales rise
- Home Shopping
- Asos
- …sales up 31% in Q1
- …to lose Superdry clothing brand from site
- Boodles launches new e-commerce site for international distribution
- Celtic Sheepskin to launch international websites
- eBay appoints Sainsbury’s digital and cross channel director as vice president
- Findel enjoys increase in pre-tax profit
- IndiaCoco launched as new online kidswear store
- N Brown sees womenswear sales hit due to wet weather
- Ocado
- …reports 12% increase in sales
- …to launch category-specific general merchandise sites
- Shop Direct acquires banking boss as new chief executive
- The Hut reports 71% increase in sales
- Zalando hopes for strong growth
- Health and Beauty retailing
- Boots
- …and Walgreens global strategic partnership
- …to return to UK stock market
- Chanel to open pop-up fragrance and beauty store
- Holland & Barrett reports rising profit as Julian Graves goes under
- Savers looks to be back in black after turnaround
- Books and stationery retailing
- Clinton Cards
- …to be revamped
- …to lose 122 stores
- UK: WHSmith reports decline in sales
- Sports and Leisure Goods Retailing
- JD Sports expects Black losses to total £10 million for 2012
- JJB Sports
- …sales fall as Euro 2012 fails to increase spending
- …signs exclusive deal with Tekkers
- Pentland Group boosted by international sales
- Toys and Games Retailing
- Disney Store reports further losses
- Hamleys close to Ludendo purchase
- Economy
- BRC: June retail sales boosted by Jubilee
- Co-op economy outperforms UK’s for fourth consecutive year
- Consumer confidence flat in June despite Jubilee expectations
- Government fuel duty freeze "helpful" for retailers
- Olympics to boost economy by £5.33bn
- ONS: Retail sales values and volumes increase in May
- Rate of inflation fell in May
- Shop price inflation falls to lowest rate in over two years
- Supermarkets to launch mobile police stations
- Tesco and Morrisons continue to lose out on market share
- Three quarters of retailers begin summer Sale
- Welsh Retail Consortium launched
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