Table of Contents
Analyst Comment
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- Sticking ones neck out
- Giraffe
- Logic
- Where next?
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 February
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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: The Mixed-Goods Discounters
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- Sector performance
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- Figure 6: Mixed goods retailers/variety stores sector sales (incl. VAT), 2008-12
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- Figure 7: Combined net sales and combined sector share of the eight leading mixed-goods discount retailers, 2007-12
- Figure 3: Tesco’s £Shop branding, April 2013
- Market shares
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- Figure 9: Leading mixed-goods discounters’ share of mixed-goods sector sales, 2012
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- Figure 10: Leading mixed-goods discounters’ share of mixed-goods sector sales, 2009-12
- Sales and store numbers
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- Figure 11: Leading mixed-goods discounters’ sales, 2009-12
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- Figure 12: Leading mixed-goods discounters’ store numbers, 2009-11
- Can it last?
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- Figure 13: The consumer: Trends in current financial situation compared with a year ago, selected statements, July 2011-February 2013
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- Figure 14: The consumer: Trends in how respondents would describe their financial situation, selected statements, February 2009-February 2013
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- Figure 15: The consumer: Grocery shopping habits, selected statements, March 2012-February 2013
- Savvy shopping
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- Figure 16: The consumer: Agreement with attitudes towards shopping, selected statements, September 2012
- Figure 17: The consumer: Changes to budgeting habits in 2012 compared to 2011, September 2012
- What this means
Headlines for the Month
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- Convenience stores
- Grocers
- Other Food specialists
- Clothing retailing
- Department stores
- DIY retailing
- Garden retailing
- Housewares retailing
- Music and video goods retailing
- Furniture retailing
- Home shopping
- Health and beauty retailing
- Sports and leisure goods retailing
- Economy
New Analysis
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- Co-ops
- The Co-op extends contactless payment technology
- Convenience stores
- Morrisons to tailor M Local stores to London
- Nisa to receive £100m funding from Barclays
- Spar launches £1 value campaign
- Waitrose to increase its convenience stores in London
- Grocers
- Asda
- …brings in McKinsey to draft new five-year plan
- …posts flat like-for-likes over Christmas
- Frozen burger sales plummet
- Frozen food retailers eye Blockbuster stores
- Iceland follows Morrisons into Gibraltar
- Lidl equips store managers with iPads
- Meat testing: no new positives reported
- Morrisons
- …buys 49 former Blockbuster stores
- …last of big four to launch own clothing range
- …reported to have acquired HMV stores
- Sainsbury’s
- …annual merchandise sales reach £1 billion for the first time
- …extends commitment to British milk supply chain
- Supermarkets get 58p of every pound spent in retail
- Tesco
- …Clubcard TV goes live
- …issues apology after spaghetti bolognaise was found to contain 60% horsemeat
- …to initiate price war
- …to restructure distribution network
- Waitrose
- …introduces drive-through service
- …was aware of contaminated meat products
- Other food specialists
- Thorntons commercial business focus sees profits rise
- Clothing retailing
- All Saints suffers six-month sales decline
- Aquascutum appoints new chief operating officer
- Aurora Fashions
- …to spin off Coast as independent company
- …to undergo restructuring
- Blue Inc emerges as a potential buyer for Republic
- French Connection warned over misleading pricing
- Go Outdoors hires new chief executive from Dixons
- H&M opens first & Other Stories store in London
- Hobbs lays out overseas expansion plans
- Intu expands with £250 million deal
- Jack Wills opens second UAE store
- La Senza focuses on core young customer
- Mango to open new store Mango Touch in London
- Monsoon Accessorize
- …appoints new chief executive
- …criticised for extending supplier payment terms
- …appoints former George at Asda executive as international director
- New Look set to open in China
- Next considers domestic production
- Owners of Matalan consider buying Republic
- Primark
- …expects like-for-likes to rise by 7%
- …hits online wall
- …rules out retail park expansion
- …to open St David’s flagship
- Reiss rehires former womenswear designer
- Republic
- …considers pre-pack administration
- …on the verge of administration
- …support from Danish Jack & Jones owner
- …another high street casualty
- Topshop
- …boss eyes beds retailer Dreams
- …opens flagship store in Los Angeles
- …partners with Google to launch digital fashion show experience
- White Stuff hires new chief executive
- Footwear retailing
- Shoe Zone steps it up
- Multi-sector retailing
- Argos
- …exits China after four months
- …to axe its TV shopping channel
- M&S
- …joins British Fashion Council to promote British fashion
- …goes green
- …fashion sales slump
- Department stores
- Debenhams
- …extends foothold in the Baltics
- …sales declined by 10% in January
- John Lewis
- …axes more than 300 jobs
- …held acquisition talks with House of Fraser
- …invests £57 million in store revamps
- …sees growth in 2012
- …signs up to Collect+ for easier returns
- …to close Park Royal distribution centre
- DIY retailing
- B&Q hires first omnichannel director
- Kingfisher
- …chief warns government over business rates
- …Q4 sales down on last year
- Robert Dyas considers shopping centre expansion
- Travis Perkins sees construction improving
- Garden retailing
- Gordale Nurseries results in line with expectations
- Electrical retailing
- Dixons sells B2B IT arm
- Maplin revamps stores in £2 million investment
- Peter Jones looks to acquire 30 Jessops shops
- Poundstretcher eyes former Comet stores
- Housewares retailing
- Dunelm profits soar
- Music and video goods retailing
- Blockbuster to close a further 164 stores
- HMV
- …collapsed owing £20 million in tax
- …thrown potential lifeline
- …administrator sells stores in Hong Kong and Singapore
- …boss Trevor Moore made redundant
- …HMV Guernsey also falls into administration
- …to axe more staff and stores
- …to receive support from Elton John
- Game eyes HMV, Blockbuster and Jessops stores
- Furniture retailing
- Ikea UK profits down
- Next to open third Home and Garden store
- Home shopping
- Amazon hires new UK finance director
- Condé Nast invests in Farfetch
- Tesco
- …to launch online entertainment stores
- …welcomes Belsham back after just 18 months at Ocado
- …boosts global online business
- The Hut Group appoints new chairman
- Zalando to scale back UK operation
- Book retailing
- Independent bookshop shelf life declines
- Health and beauty retailing
- Boots invests in hearing practices
- Lloydspharmacy boss steps down
- Sports and leisure goods retailing
- Cotswold Outdoor sees sales increase by 14%
- JD Sports acquires Cloggs
- Sports Direct
- …buys Republic out of administration
- …founder sells £100 million worth of shares
- …posts profit rise
- Toys and games retailing
- Lego builds on success
- Miscellaneous specialist retailing
- Albemarle & Bond sees 33% drop in profits
- Kiddicare will add seven superstores to its portfolio
- Economy
- BRC: February sees strongest retail growth for three years
- British Land acquires portfolio of retail properties
- Halt in retail sector growth
- Railway station retailers outperform high street
- Retail business costs soar £20 billion in six years
- Rules on price comparison advertising relaxed
- Shopper footfall plummets
- Treasury will consider business rates rethink
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