Table of Contents
Analyst Comment
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- Ted Baker vs French Connection
- Know your customer
- Merchandise
- Pricing
- Stores
- Stick to what you know
- And French Connection?
- Where next?
- Christmas – interim report
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- Figure 1: Christmas 2012 – selected trading results
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 2: Retail sales trends, 2011-12
- BRC data for November
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, 2010-12
- John Lewis
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- Figure 4: John Lewis: Year-on-year growth, 2011-13
- Inflation and wages
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- Figure 5: RPI vs Average Weekly earnings growth, 2008-12
- Inflation
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- Figure 6: Annual percentage change in the consumer price index for selected product groups, 2012
- Retail sales in 2013
- Retail failures
- Looking forward
Sector Focus – Clothing and Footwear Specialists
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- Mintel’s Tracker survey
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- Figure 7: Mintel Tracker: Trends in what extra money is spent on, Dec 2009-Dec 2012
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- Figure 8: Mintel Tracker: Trends in activities done and consider to do, Jun-Dec 2012
- Retail sales and consumer spending
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- Figure 9: UK: Retail sales (incl. VAT), 2008-13
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- Figure 10: UK: Consumer spending (incl. VAT), 2008-12
- Inflation
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- Figure 11: UK: Consumer prices indices: Annual % change, Nov 2011-Nov 2012
- Leading retailers
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- Figure 12: UK: Leading clothing specialists by revenues, 2010-11
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- Figure 13: UK: Leading footwear specialists, 2010-11
Headlines for the Month
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- Grocers
- Off-licences
- Clothing retailing
- Footwear retailing
- Multi-sector retailers
- Department stores
- DIY retailing
- Electrical retailing
- Carpet retailing
- Furniture retailing
- Homewares retailing
- Home shopping
- Book and stationery retailing
- Sports and leisure goods retailing
- Jewellers
- Economy
News Analysis
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- Convenience stores
- Martin McColl to expand convenience store portfolio
- Co-ops
- Co-op
- …opens 83rd store of 2012
- …appoints new group chief executive
- Grocers
- Asda
- …affected by problems with online business over Christmas
- …considers opening collection hubs in train stations
- Booths records Christmas trading sales surge
- Iceland posts 1.5% rise in like-for-like sales
- Morrisons
- …appoints group finance director
- …appoints group marketing and customer director
- …reports 2.5% drop in like-for-like sales
- Sainsbury's
- …Christmas like-for-likes up 0.9%
- …appoints new group HR director
- …eases restrictions on Nectar points redemption
- Tesco
- …and Sainsbury’s come out on top
- …reports like-for-likes up 1.8%
- …close to hiring new UK boss
- …opens its first Christmas pop-up shop
- Waitrose
- …donates almost £3 million to Prince of Wales Charities
- …records “most successful” Christmas
- …records busiest ever Christmas and New Year trading period
- …sees 6.7% jump in week-on-week sales
- Other food specialists
- Greggs boss leaves for Brakes
- Off-licences
- Majestic Wine posts Christmas results
- Clothing retailing
- American Apparel achieves 38% rise in online sales with new web platform
- Armani hires new UK boss
- Diesel launches pop-up shop
- Escada’s UK managing director departs
- Fat Face records strong Christmas sales
- Jack & Jones continues UK expansion
- Jigsaw parent company back on track
- …returns to profit
- Moss Bros like-for-likes rise 10.5%
- New Look records 3.7% boost in like-for-likes
- Next raises profit forecast
- Paul Smith reports 3% rise in turnover
- Peacocks eyes Middle East and German re-entry
- Reiss reports 14.5% drop in EBITDA
- River Island to open new London store
- Superdry upsizes Bluewater store
- SuperGroup reports 13.1% boost in H1 pre-tax profit
- Ted Baker reports 20.9% boost in retail sales
- Thomas Pink to continue overseas expansion
- Warehouse managing director to step down
- Weird Fish announces two new appointments to senior management team
- Footwear retailing
- Dune Group appoints ecommerce and IT directors
- Jimmy Choo to open new men’s store
- Russell & Bromley launches transactional website
- Stead & Simpson to close 90 stores
- Mixed goods retailing
- Poundworld aims to double sales with new CFO appointment
- Multi-sector retailers
- Laura Ashley announces 4.9% boost in like-for-likes
- Marks and Spencer releases trading statement early
- Department stores
- Debenhams
- …reports 5% rise in like-for-likes
- …to launch ‘Made by Great Britons’ range
- Harvey Nichols in Knightsbridge rent dispute
- House of Fraser posts record Christmas trading figures
- John Lewis
- …enjoys second record week
- …reports 13% rise in like-for-likes
- Selfridges to launch silent shopping zone
- DIY retailing
- B&Q trials banking scheme
- Topps Tiles posts like-for-likes rise in first quarter
- Travis Perkins reports 13.3% boost in total sales, but 5.8% drop in like-for-likes
- Electrical retailing
- Comet
- …closes remaining stores
- …remaining stores close
- Currys and PC World launch gift trolleys on trains
- Jessops falls into administration
- Music and video goods retailing
- HMV
- …lenders look to prevent Apollo buying the retailer’s debt
- …targeted by American investors
- …warns over banking covenants
- Carpet retailing
- Carpetright
- …sees fall in sales, profits up
- …to open more high street stores in London
- Furniture retailing
- DFS reports 17.2% rise in Q1 EBITDA
- Dreams
- …posts 7.2% rise in like-for-likes
- …receives interest from RBS
- IKEA to invest in Market Hall layout
- Homewares retailing
- Dunelm posts 2.2% rise in H1 like-for-likes
- Lakeland to launch in Germany and Saudi Arabia
- The White Company doubles operating profit
- Home shopping
- Amazon brings forward Boxing Day sale
- Asos total retail sales rise 30% in Q1
- Feelunique.com acquired in £26 million private equity deal
- Hello Fresh secures investment from Vorwerk Ventures
- Furniture123 acquired by Buy It Direct
- Park Group records 12% increase in customer billing
- Retail websites visited by record number of shoppers on Christmas and Boxing Day
- Play.com closes direct retail business
- Very.co.uk opens digital shop window in Liverpool
- Book and stationery retailing
- Blackwell reduces losses
- Card Factory could be sold for £500m
- Foyles
- …posts flat Christmas sales
- …reports 25.5% drop in pre-tax profits
- Staples pilots in-store office areas
- Sports and leisure goods retailing
- JD Sports reports rise in sales
- Sports Direct sees first-half profits soar
- Jewellers
- Theo Fennell halves losses
- Toys and games retailing
- Toy ‘R’ Us plans to dominate toy market
- Miscellaneous specialist retailing
- Kiddicare opens flagship store
- Pets at Home buys specialist equestrian e-tailer
- Economy
- Asda income tracker: Disposable income increases
- Chinese retailers look to London for expansion opportunities
- BDO:
- …trading conditions continue to improve
- …market remain cautious
- BRC: Christmas retail like-for-likes creep up 0.3%
- Land Securities lands Google deal
- Lend Lease submits application for Bluewater expansion
- ONS: November UK retail sales flat
- Retail administrations up 6% in 2012
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