Table of Contents
Analyst Comment
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- Failures
- Dangerous to generalise
- Changing technology – or keeping up with the market
- Lack of cash – the spiral of decline
- And what about the recession?
- Lessons for 2013
- The silver lining
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2012-13
- BRC data for November
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2011-13
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, 2012-13
- 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, 2012-13
- Looking forward
Sector Focus: Toys and Games Retailing
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- Consumer spending on toys and games
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- Figure 6: Consumer spending (incl. VAT), 2008-12
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- Figure 7: Year-on-year growth in consumer spending on all games, toys and hobby goods, Q1 2011-Q3 2012
- Distribution of spending
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- Figure 8: Estimated distribution of spending on children’s toys and games, 2011-12
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- Figure 9: What has been bought through home shopping in the past 12 months, most popular categories, May 2012
- Figure 10: Non-food items bought from a supermarket or grocery store, most popular categories, September 2012
- Mintel’s Tracker survey
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- Figure 11: Trends in what extra money is spent on, selected categories, Feb 2010-Jan 2013
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- Figure 12: Trends in what extra money is spent on: Percentage of respondents opting for small extras versus days out, Nov 2009-Jan 2013
- Leading specialists
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- Figure 13: Leading toys and games specialists’ net revenues, 2009-11
- Figure 14: Leading toys and games specialists’ outlet numbers, 2009-11
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- Figure 15: Leading toys and games specialists’ operating profits, 2009-11
Headlines for the Month
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- Grocers
- Clothing retailing
- Footwear retailing
- Department stores
- Electrical retailing
- Music and video goods retailing
- Carpet retailing
- Home shopping
- Book and stationery retailing
- Economy
News Analysis
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- Co-ops
- Co-operative Group
- …launches new charity fundraising initiative
- …reports strong Christmas trading performance
- Midlands Co-op
- …to shut Fashion and Home stores
- …posts positive Christmas trading results
- Convenience stores
- Nisa Retail appoints new chairman and board members
- Waitrose appoints new convenience director
- Grocers
- Asda
- …relaunches dedicated flower website
- …McKenna handed international role
- Booths revamps its wine offer
- Fortnum & Mason posts profit decline
- Lidl announces UK expansion plans
- Morrisons
- …acquires former Jessops stores
- …begins another round of price negotiations
- …boss vows to get back on track
- …creates in-house digital agency, M Digital
- …partners with Lakeland to launch kitchenware website
- Sainsbury’s partners with Channel 4 for daily cooking show
- Spar introduces in-store Amazon collection lockers
- Tesco
- …hires managing director for London stores
- …increases its 'dark store' portfolio
- …launches baby brand
- …to create 700 new jobs at dotcom store
- …reports like-for-likes up 1.8%
- …to open first in-store Harris + Hoole coffee shop
- Waitrose to restructure head office retail services division
- Other food specialists
- Thorntons rise in Christmas sales
- Hotel Chocolat
- …appoints its first international director
- …reports boost in sales and profit
- Clothing retailing
- All Saints loses four members of executive team
- American Apparel achieves 38% rise in online sales with new web platform
- Aquascutum ex-chief executive to launch new label
- Burberry
- …like-for-likes up 6% in third quarter
- …appoints news chief operating officer
- Evans launches sub-brand for younger consumers
- Fat Face appoints new chairman
- French Connection records 2.9% drop in like-for-likes
- Hobbs posts 16.4% increase in sales
- Hoi Polloi collapses into administration
- Matalan
- …loses two senior directors
- …sees Christmas sales fall
- McArthurGlen reports strong Christmas trading period
- Moss Bros to exceed profit expectations
- New Look
- …looks to appoint refinancers
- …restructures its online buying team
- Peacocks appoints new managing director
- Primark records 25% sales surge in Q1
- Radley
- …appoints new chief executive
- …earnings drop by £5 million in 2011/12
- Republic
- …chairman departs as restructurer is appointed
- …considers store closures
- Store Twenty One asks for rent relief
- SuperGroup
- …posts 10.6% rise in Christmas like-for-likes
- …to update online offering with click-and-collect service
- TK Maxx to open new Surrey store
- Uniqlo halves UK losses
- Urban Outfitters to open new Oxford Street store
- Victoria’s Secret opens stand-alone store at Stansted Airport
- Whistles enjoys strong Christmas trading
- White Stuff sees sales soar over Christmas
- Footwear retailing
- LK Bennett sees sales rise
- Multi-sector retailing
- Home Retail Group raises profit forecast after strong performance from Argos
- Laura Ashley to launch menswear
- Marks & Spencer
- …loses market share
- …makes £8.5m loss in Paris
- …launches digital lab
- …releases trading statement early
- The Original Factory Shop in potential sale
- Department stores
- Allders faces probe into money owed to outlets
- Beales
- …in debt negotiations
- …posts dismal year end trading figures
- Debenhams to revamp Oxford Street flagship
- John Lewis
- …appoints new online director
- …sees sales soar 20.6%
- …sees strong conclusion to Christmas Sales
- DIY retailing
- Kingfisher reshuffles management team
- Theo Paphitis retail group enjoys strong Christmas trading
- Electrical retailing
- Carphone Warehouse reports 16% boost in Q3 like-for-likes
- Dixons
- …appoints new non-executive director
- …posts strong third quarter results
- Jessops
- …cut 77 more jobs
- …falls into administration
- …to be run as online-only retailer
- Music and video goods retailing
- Blockbuster
- …enters administration
- …receives attention from restructuring firm
- …to close 129 stores
- HMV
- …administrator Deloitte sets a deadline for prospective buyers
- …calls in administrators
- …could potentially be saved by Hilco
- …cuts 190 jobs at head office and distribution network
- …has debt acquired by restructuring firm
- …sees rise in footfall
- …eyed by Game group
- …to accept gift vouchers again
- …to axe 66 stores
- …to close up to 100 stores
- Carpet retailing
- Carpetright sees increase in UK like-for-likes
- Furniture retailing
- CSL reports record pre-tax profits
- Conran Shop enjoys strong Christmas trading
- Dreams posts 7.2% rise in like-for-likes
- Ikea posts post-Christmas Sales results
- Made.com launches in France
- Oak Furniture Land reports record sales
- Homewares retailing
- Cath Kidston records 24% rise in total sales
- Lakeland continues UK expansion
- Home shopping
- Amazon
- …expected to reveal extensive cash reserves
- …posts record sales
- Asos reports 41% increase in December sales
- Findel Group post 10.2% increase in Q3 sales
- N Brown
- …poaches Original Factory Shop boss
- …reports 7.9% rise in like-for-like sales
- Ocado
- …names former M&S executive as its new chairman
- …narrows losses
- Play.com closes direct retail business
- Shop Direct reports 5% growth in Christmas sales
- The Hut Group
- …acquires Probikekit.com
- …in talks to acquire Cloggs
- Very partners with Glamour for new collections
- Worldstores partners with Wonga
- Health and beauty retailing
- The Fragrance Shop records 4% jump in Christmas like-for-likes
- The Perfume Shop
- …appoints new brand and marketing manager
- …reports 2.4% rise in like-for-like sales
- Book and stationery retailing
- Waterstones
- …creates new retail director role
- …sees pre-tax losses widen
- WH Smith
- …opens first Zoodle store in the UK
- …records 5% drop in like-for-likes
- Sports and leisure goods retailing
- JD Sports
- …acquires Gio Goi brand
- …loses head of JD Pro
- …reports rise in sales
- Mountain Warehouse benefits from bad weather
- Sports Direct consider acquisition of Gio Goi
- Jewellers
- UK: Theo Fennell issues profit warning
- Miscellaneous specialist retailing
- Halfords reports flat like-for-likes over Christmas
- Mamas & Papas cuts pre-tax losses to £1.2 million
- Mothercare
- …posts decline in group sales
- …UK managing director steps down
- Economy
- BRC:
- …footfall down 1.2% in December
- …increase in business rates could prevent new jobs
- …like-for-like retail sales up 1.9% in January
- …retail searches on tablets up 238%
- …retailers to axe jobs ahead of retail rates hit
- …shop price inflation falls to lowest level since November 2009
- ONS: UK retail sales disappoint in December
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