Table of Contents
Analyst Comments
-
- It’s an ill wind
- Leaner and fitter
- Failures
- Successes
- Lessons for the next decade
- Arcadia
- Arcadia group
- Topshop/Topman
- So what about the rest?
Retail Sales – Background and Outlook
-
- Key points
-
- Figure 1: Retail sales trends, 2011-12
- BRC data for November
-
- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-12
- John Lewis
-
- Figure 3: John Lewis: Year-on-year growth, 2011-12
- Inflation and wages
-
- Figure 4: RPI vs Average Weekly earnings growth, 2008-12
- Inflation
-
- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2011-12
- Looking forward
Sector Focus: Health and Beauty Specialists
-
- Mintel’s Consumer Tracker
-
- Figure 6: Mintel’s Consumer Tracker: Trends in what extra money is spent on, Nov 2009 -Nov 2012
-
- Figure 7: Mintel’s Consumer Tracker: Consumers’ spending on fragrances/toiletries/make up as % of consumers’ spending on beauty treatment/haircut, Nov 2009-Nov 2012
- Retail sales and consumer spending
-
- Figure 8: Retail sales (incl vat), 2009-12
-
- Figure 9: Consumer spending (incl vat), 2009-12
- Figure 10: Health and beauty specialists’ retail sales as % of consumer spending on personal care products, 2009-12
- Leading retailers
-
- Figure 11: Boots’s share of health and beauty sector sales, 2009-12
-
- Figure 12: Leading health and beauty specialists, 2010-11
News Headlines
-
- Grocers
- Off-licences
- Clothing retailing
- Footwear retailing
- Mixed goods retailing
- Department stores
- DIY retailing
- Electrical retailing
- Health and beauty retailing
- Sports and leisure goods retailing
- Toys and games retailing
- Miscellaneous specialists
- Economy
News Analysis
-
- Convenience stores
- UK: Asda to enter convenience market with forecourt stores
- UK: Waitrose under pressure over Shell deal
- Co-ops (retail)
- UK: Co-op
- …sparks concern
- …to acquire 10 Costcutter stores
- … opens new distribution centre
- Grocers
- UK: Aldi
- …records 27.3% sales growth, as Morrisons continues to struggle
- … to open new format stores in London
- UK: Asda
- …mulls launch of digital entertainment service
- … posts financial results
- UK: Lidl doubles size of premium range
- UK: Morrisons and Asda call for extended Christmas opening hours
- UK: Morrisons introduces new discount card
- UK: OFT: Supermarket loyalty cards under scrutiny
- UK: Sainsbury’s and Asda expected to report sales growth
- UK: Sainsbury’s
- …appoints new group HR director
- … opens energy efficient store
- … to create 10,000 new local jobs
- …posts profit rise
- UK: Supermarkets sign up to offer and price promotion code
- UK: Tesco
- …launches online party food service
- … launches online veg box offer
- … Tesco Phone Shop launch pilot scheme to assist over-50 shoppers
- … trials interactive touchscreens
- … Tesco’s group strategy director departs
- UK: Waitrose
- …extends store opening hours for Christmas
- … launches iPad version of weekly newspaper
- … continues expansion programme
- Off-licences
- UK: Bargain Booze appoints new CEO
- UK: Majestic Wine reports 3.9% rise in pre-tax profits
- Other food specialists
- UK: Holland & Barrett trials fitness drills
- UK: Thorntons plans multichannel investment
- Clothing retailing
- UK: Arcadia
- …confirms sales of 25% stake in Topshop and Topman
- … posts financial results
- UK: Asos invests in second hand designer clothing website
- UK: Aurora reports 15.3% drop in EBITDA
- UK: Edinburgh Woollen Mill reports record profits
- UK: Fast Retailing to purchase majority stake in J brand
- UK: French Connection reports flat like-for-likes
- UK: Gant appoints head of UK and Ireland brand operations
- UK: H&M
- …reports like-for-like sales decline
- … to launch green initiative
- … to open new store in Hammersmith
- UK: Hobbs
- …poaches buying and merchandising director
- … posts rise in sales
- UK: J Crew to open London Store
- UK: Jacques Vert appoints new chief executive
- UK: Jaeger reveals underlying loss of £8m
- UK: Joules
- …considers selling stake
- … to sell Rampant Sporting
- UK: M&Co returns to profitability
- UK: Montique secures 63 doors as it prepares for UK debut
- UK: Mulberry posts like-for-likes up 11%
- UK: New Look
- …appoints new CEO
- … posts first half results
- UK: Phase Eight to open first West End store
- UK: Primark to open Warrington flagship
- UK: SuperGroup
- …appoints new non-exec directors
- … to expand Superdry brand with wholesale accessories
- UK: Ted Baker retail sales soar 24.6%
- UK: TK Maxx potential buyer for Comet stores
- UK: Topshop
- …in talks to sell 25% stake
- … to open Marble Arch store
- UK: Zara
- …opens new flagship store
- … bans hazardous chemicals in supply chain and products
- Footwear retailing
- UK: Aldo to double number of Call It Spring concessions
- UK: Clarks launches Click and Collect service
- UK: Dr Martens opens two new stores
- UK: Dune looks to expand overseas wholesale
- UK: Jones Bootmaker collaborates with House of Fraser
- UK: Kurt Geiger focuses on international expansion
- UK: Schuh
- …reports 12% rise in like-for-likes in first three quarters
- … reports pre-tax loss
- UK: Stead & Simpson to close 90 stores
- Mixed goods retailing
- UK: B&M Bargains
- …moves to second round of bidding
- … sold to US private equity firm
- … brings American interest to UK value sector
- UK: Poundland
- …expands food offer
- … partners with Mecca Bingo for promotional activity
- UK: Poundworld reports profit fall
- Multi-sector retailers
- UK: Home Retail Group appoints new board member
- UK: M&S
- …appoints supply chain director
- … to open at midnight on Christmas Eve
- Department stores
- Bulgaria: Debenhams opens first store in Bulgaria
- Ireland: Dunnes Stores Faces Winding Up Petition
- UK: Debenhams boss to receive extra £300,000
- UK: Harrods appoints Sarah Brown as non-executive director
- UK: House of Fraser reports rise in like-for-likes
- UK: Jacques Vert appoints new chief executive
- UK: John Lewis
- …cold weather prompts clothing and present sales
- … appoints customer insight director
- … aims to open 60 stores by 2018
- …partners with Red Letter Days
- … reports 11.4% rise in sales
- … reports record November sales
- DIY retailing
- UK: Homebase to launch store refit programme
- UK: Kingfisher
- …B&Q trials banking scheme
- … reports decline in Q3 profit
- … to ramp up eco agenda
- UK: Robert Dyas' chief executive steps down
- UK: Topps Tiles posts profit rise
- Electrical retailing
- UK: Carphone Warehouse reports 5% rise in UK like-for-likes
- UK: Comet
- …axes home delivery service
- … makes 330 staff redundant
- … staff to lose jobs before Christmas
- … stores potentially saved
- … to close 41 stores
- … website potentially saved
- … future hangs in the balance
- UK: Dixons
- …rolls out Google Zones across Currys and PC World stores
- … UK returns to black
- UK: Game’s chief executive defends owner, OpCapita
- UK: Maplin to open travel stores in 2013
- Furniture retailing
- UK: Bathstore hires non-executive chairman
- UK: BrightHouse reports strong growth in H1
- UK: Dwell managing director steps down
- Homewares retailing
- UK: Cath Kidston reports profit rise
- Home shopping
- UK: Amazon
- …looks to steal high street sales with grocery offer
- … reveals UK sales and profit figures
- UK: Asos
- …invests in second hand designer clothing website
- … head of buying departs
- UK: EBay to open social media pop-up shop
- UK: Findel reports rise in H1 profits and sales
- UK: Moonpig forces owner into the red
- UK: My-Wardrobe appoints fashion director
- UK: Net-A-Porter announces new print magazine
- UK: Ocado
- …sees shares soar
- … introduces new service using Facebook
- Health and beauty retailing
- UK: Alliance Boots
- …to extend maturity dates on loan facilities
- … reveals plans for Nottingham site
- UK: Feelunique.com acquired in £26 million private equity deal
- Music and video goods retailing
- UK: HMV sells Mama Group
- Book and stationery retailing
- UK: Clintons opens first distribution centre
- UK: Waterstones seeks overseas expansion
- UK: WH Smith posts interim results
- Sports and leisure goods retailing
- Europe: Le Coq Sportif to open European flagship in London
- Switzerland: INTERSPORT continues expansion
- UK: JD Sports
- …launches JD Pro sports fascia
- … reports like-for-likes rise 1.5%
- UK: Rampant Sporting bought by Indian investor
- UK: Reebok to open standalone stores
- UK: Sports Direct owner eyes stake in House of Fraser
- Jewellers
- UK: Claire's Accessories to debut ecommerce site in 2013
- Newsagents
- UK: Martin McColl to expand convenience store portfolio
- Toys and games retailing
- UK: Hamleys sees pre-tax profits soar
- Miscellaneous specialists
- UK: Countrywide secures extra funds
- UK: Halfords
- …reports 23.4% drop in profits
- … to expand accessories range
- UK: Hobbycraft appoints customer development director
- UK: Mothercare cuts losses and improves sales trend
- UK: Pets at Home to launch loyalty card
- Shopping centres
- UK: Lend Lease submits application for Bluewater expansion
- Economy
- UK: BRC: Food price inflation reaches nine month high
- UK: BRC: like-for-likes edge up just 0.4% in November
- UK: BRC: Town centre vacancy rate reaches 11.3%
- UK: ONS: UK retail sales fell 0.8% in October
- UK: Visa predicts busiest shopping day of the year
Back to top