Table of Contents
Analyst Comment
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- Christmas comes but once a year
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- Figure 1: Retail sales, 2003-11
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- Figure 2: Sales in December as % annual average, 2003-11
- So what about 2012?
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- Figure 3: How consumers feel about their finances, Feb 2009-Aug 2012
- We are optimistic for this Christmas
- 2013 – more of the same
Headlines for the Month
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- Grocers
- Other food specialists
- Clothing retailing
- Department stores
- Music and video retailing
- Footwear retailing
- Mixed goods retailing
- DIY retailing
- Home shopping
- Sports and leisure goods retailing
- Toys and games retailing
- Economy
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 4: Retail sales trends, 2011-12
- BRC data for August
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- Figure 5: UK retail sales y/y growth, BRC vs ONS, 2010-12
- John Lewis
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- Figure 6: John Lewis: Year-on-year growth, 2011-12
- Inflation and wages
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- Figure 7: RPI vs Average weekly earnings growth, 2008-12
- Inflation
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- Figure 8: Annual percentage change in the consumer price index for selected product groups, 2011-12
- Looking forward
Sector Focus – Mixed Goods/Department Stores
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- Mintel’s Tracker survey
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- Figure 9: Mintel Tracker: Trends in what extra money is spent on, Aug 2010-Aug 2012
- Figure 10: Mintel Tracker: Trends in what extra money is spent on, Nov 2009-Aug 2012
- Retail sales and consumer spending
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- Figure 11: Retail sales, 2007-12
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- Figure 12: Consumer spending (incl VAT), 2007-12
- Leading retailers
- The department stores
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- Figure 13: Leading department stores, 2010-11
- The mixed goods retailers
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- Figure 14: Leading mixed goods retailers, 2010-11
News Analysis
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- Convenience stores
- Asda a possible candidate for Costcutter alliance
- Co-op invests £7 million in David Sands store conversion plan
- Waitrose to revamp convenience stores
- Grocers
- Aldi reports 450% boost in operating profit
- Asda
- …faces system error with Price Guarantee Scheme
- …reports 6% rise in profits for 2011
- …to launch click-and-collect service
- Booths eyes expansion
- Morrisons
- … appoints new managing director for M Local format
- …prepares for online launch
- …to launch clothing range
- Sainsbury's
- … Q2 like-for-likes boosted by Paralympic sponsorship
- …to introduce minimum basket spend online
- Tesco
- … appoints new group technical director
- …has a long way to go, but overhaul is underway
- …launches first all-LED store
- …reports 11.6% fall in profits
- …secures planning consent for Norfolk store
- …to lead digital revolution
- Waitrose grabs highest grocery market share in its history
- Off-licences
- Bargain Booze reports 7.7% decline in pre-tax profits
- Other food specialists
- Holland and Barrett expands omnichannel outlets
- Thorntons
- … reports 1.7% decline in like-for-like sales
- …reports fall in sales and pre-tax profit
- Clothing retailing
- All Saints
- …appoints Burberry vice president as new chief executive
- …chairman exits business
- Armani Group take control of UK operations
- Burberry reports sales slowdown
- Coast opens new flagship store in Manchester
- East reports dramatic fall in pre-tax profits
- French Connection reports pre-tax loss of £6.3 million
- G-Star in line for Regent Street store
- Jack Wills sees sales figures rise
- Jacques Vert appoints former John Lewis director as group trading director
- Jane Norman to open new store
- Karen Millen appoints two new retail directors
- Matalan to create 5,000 Christmas jobs
- Mini Velvet opens 12th standalone store
- Moss Bros profits stabilise
- New Look reports 30% rise in profits
- Next reports first half results
- Primark
- … opens new store on London’s Tottenham Court Road
- …reports 17% boost in sales
- Reiss introduces WiFi and iPads to its store
- River Island
- … reports 25% fall in pre-tax profits
- …set to launch accessories range designed by bloggers
- Stella McCartney sees profits soar
- SuperGroup
- … reports 1.7% increase in Q1 like-for-likes
- …shareholders rebel
- Ted Baker reports 10.4% profit boost
- Thomas Pink introduces one-touch technology
- Zara’s UK profits soar
- Department stores
- Allders to close
- John Lewis Partnership
- … reports 60% rise in profits
- …and M&S to open at new development in York
- Debenhams
- … opens new store in Chesterfield
- …appoints Google’s head of retail as non-executive director
- …reports profit growth
- …to increase floor space at Westfield Bradford store
- Harvey Nichols to open Christmas pop-up at Merry Hill
- House of Fraser reports 1.7% rise in H1 like-for-likes
- Music and video retailing
- HMV sales continue to fall
- Footwear retailing
- Brantano reports £3.7 million pre-tax loss
- Hotter Shoes ramps up store opening schedule
- Jones Group appoints president of global footwear and accessories
- Kurt Geiger sees earnings edge up
- LK Bennett appoints new chief executive
- Schuh to launch kids' brand
- Shopping centres
- Bluewater reports 6.6% rise in sales in September
- Westfield Stratford City attracts 47 million visitors in first year
- Westfield submits plans for £1 billion redevelopment of Croydon
- Whitely Shopping Centre attracts new tenants
- Mixed goods retailing
- Argos reports rise in sales
- B&M
- … goes up for sale
- …seeks European expansion
- Poundland
- … opens new distribution centre
- …to create 2,000 jobs over the Christmas period
- Multi-sector retailing
- Laura Ashley reports sales growth
- M&S
- … to create 1,000 jobs with new distribution centre
- …to create 20,000 temporary Christmas jobs
- …to open 12 more bank branches by the end of 2012
- DIY retailing
- B&Q
- …to make 15% of head office staff redundant
- Kingfisher announces interim results
- Topps Tiles expected to meet profit target
- Electrical retailing
- Dixons to close Dixons.co.uk business
- Maplin appoints new commercial director
- Carpet retailing
- United Carpets bought in pre-pack administration deal
- Homewares retailing
- Lakeland reports fall in profit but rise in turnover
- Home shopping
- Amazon to hire 10,000 Christmas staff at UK packing centres
- ASOS
- … appoints new chairman
- …hires former M&S retail chief
- …sales increase 15%
- Boden hit by cotton price increase
- Ebay partners with Nectar for customer loyalty programme
- Findel reports 7.9% boost in group sales in H1
- Ocado
- … launches DIY and car care lines
- …increases focus on price
- …reports 10% rise in Q3 sales
- Profits climb at Abel & Cole as sale speculation mounts
- The Hut reports 54% increase in sales in H1
- Health and beauty retailing
- Alliance Boots to acquire 12% stake in Chinese pharmaceutical company
- The Body Shop in takeover talks
- Book and stationery retailing
- Clintons’ owner receives bid to take company private
- Paperchase opens first airport store
- WH Smith offers free WiFi
- Sports and leisure goods retailing
- Decathlon rules out bid for JJB Sports
- JD Sports reports 85% fall in H1 profit
- JJB Sports
- … acquires new bidder
- …calls in administrators
- …expected to be acquired by Sports Direct
- Jon Moulton pulls out of the race to buy JJB
- Sport Direct
- … deal for JJB stores now imminent
- …closes in on JJB Sports
- Sports Direct
- … acquires 20 JJB Sports stores
- …undercuts stockists’ prices
- Jewellers
- Claire's Accessories suffers as demand decreases
- Charity shops
- Oxfam trials new store design concept
- Opticians
- Optical Express subsidiary falls into administration
- Toys and games retailing
- Game to lose Gamestation fascia
- Hamleys
- … acquired by Groupe Ludendo
- …to open first store in Wales
- Miscellaneous specialist retailing
- Go Outdoors’ chief executive takes up product-focused role
- Countrywide invests £2 million in lowering prices
- Halfords
- … appoints new chief executive
- …reports boost in Q2 revenue
- Kiddicare unveils £200m sales vision
- Mothercare appoints new director of retail operations
- Economy
- BRC: September like-for-like retail sales up 1.5%
- Consumer spending increases by 3%
- Inflation rate slows to 2.5%
- London’s Luxury sector grows
- ONS: Olympic Games cause 0.2% decline in retail sales
- Retail sales growth halved after Lehnman Brothers collapse
- Retail sales growth set to remain stagnant for 2012
- Sunday trading reform losing momentum
- UK consumers slow to adopt aps for purchases
- Retailers launch pop-up shops
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