Table of Contents
Analyst Comment
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- Morrisons and Ocado
- Doubts
- Being more positive
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, 2008-13
- 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 – Electrical Goods Retailing
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- Mintel’s Tracker: confidence rising
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- Figure 6: The consumer: Trends in activities done and consider to do, June 2012-April 2013
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- Figure 7: The consumer: Trends in what extra money is spent on, November 2009-April 2013
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- Figure 8: The consumer: Trends in current financial situation compared a year ago, July 2011-April 2013
- Spending on electricals jumps in 2012
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- Figure 9: Consumer spending (incl. VAT), 2008-13
- Figure 10: Consumer prices inflation: Annual % change, selected categories, March 2012-March 2013
- Specialists sector sales: hit by the loss of Comet
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- Figure 11: Retail sales (incl. VAT), 2008-13
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- Figure 12: Electrical goods specialists’ sales as % of consumer spending on electrical goods, 2008-13
- The retailers: Who is gaining from Comet’s demise?
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- Figure 13: Estimated distribution of Comet’s share of electrical goods sales, 2013
Headlines for the month
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- Convenience stores
- Grocers
- Other food specialists
- Clothing retailing
- Footwear retailing
- Multi-sector retailing
- Department stores
- Carpet retailing
- Home shopping
- Health and beauty retailing
- Books and stationery retailing
- Sports and leisure goods retailing
- Economy
News Analysis
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- Bakers
- UK: Greggs issues profit warning
- Convenience stores
- UK: Asda to invest £700 million in new ‘convenience’ services
- UK: Musgrave Group reports 11% growth in turnover
- UK: Spar launches forecourt offer
- Grocers
- UK: Farmfoods posts 2012 financial results
- UK: Lidl doubles the number of “healthy tills”
- UK: Morrisons
- …nears deal with Ocado
- …posts Q1 trading results
- …puts 700 jobs at risk with cash-handling technology
- …questions Tesco’s Price Promise claims
- …scraps chief executive bonus
- …adds 200,000 sq. ft. of retail space
- UK: Sainsbury’s
- …Justin King denies rumours he is quitting
- …posts full year results
- …puts London HQ up for lease
- UK: Tesco
- …opens mobile app office in Shoreditch
- …profits plunge 13% as it confirms US exit
- …revamps Clubcard website
- …sees slowest sales growth in nine months
- …to unveil revival plans
- …trials new shopping model
- UK: Waitrose
- …begins year with 11% sales growth
- …to open first farm shop
- …to supply food to Eurostar trains
- Other food specialists
- UK: Thorntons posts encouraging Q3 results
- UK: Whittard reports strong performance
- Clothing retailing
- UK: Abercrombie & Fitch to open first European outlet store
- UK: Ann Summers to boost wholesale after £1.2 million profit increase
- UK: Aurora
- …credit insurance reduced amid restructuring process
- …and Karen Millen outsource property functions
- …seeks rent reduction from landlords
- UK: Burberry posts sales increase
- UK: Crombie to launch made-to-measure service
- UK: French Connection
- …group director leaves after 12 years
- …appoints new finance director
- UK: Guess appoints new chief design officer
- UK: H&M
- …March sales drop as spring delayed by cold weather
- …to dress the 2016 Swedish Olympic team
- UK: Hackett looks at buying Regent Street Ferrari store
- UK: Internacionale signs on to British Land in Hull
- UK: J Crew looks for menswear only store
- UK: Jaeger launches space for emerging talent
- UK: Joules considers selling minority stake
- UK: Karen Millen appoints new CFO
- UK: Kookai to exit UK market
- UK: New Look
- …to reduce debt burden through £800m bond issue
- …footwear buying director steps down
- UK: Next
- …cautious over rise in sales
- …chief executive to share bonus
- UK: Oasis launches personalisation service
- UK: Primark
- …plots French stores
- …reports profit growth
- UK: River Island to launch second Rihanna collaboration
- UK: Select searching for 200 new stores over next five years
- UK: Superdry looks at luxury retailers
- UK: SuperGroup
- …hire new logistics boss
- …to open new distribution centre
- …strong results as it eyes expansion
- UK: T.M. Lewin
- …boosts international portfolio with 5-year expansion plan
- …eyes Nigeria, India and Philippines for international expansion
- UK: Victoria’s Secret poaches Aurora omni-channel director
- Footwear retailing
- UK: Dune launches in-store technology
- UK: Jane Shilton results show £1.9 million loss
- UK: Mascotte to open first UK store
- UK: Sole Trader profits plummet
- Mixed goods retailing
- UK: 99p Stores: Scotland expansion
- Multi-sector retailing
- UK: Argos
- …rivals Amazon
- …like-for-likes up for first time in five years
- UK: M&S
- …formal menswear buyer joins John Lewis
- …considered purchasing Jaeger
- …lingerie and beauty buyer exits
- …overhauls womenswear team
- …posts encouraging Q4 results
- …hires new director of Lingerie
- Department stores
- UK: Debenhams
- …posts a fall in pre-tax profits
- …reports increase in cookware sales
- …seeks reduced lead times
- …set to become the latest cold weather casualty
- UK: Harvey Nichols boss denies exit rumours
- UK: House of Fraser
- …eyed by Qataris
- …poaches new executives
- …to boost premium credentials
- UK: John Lewis
- …looks at broadband market
- …launches sofa reuse scheme
- …to begin At Home store in Kent next week
- …to offer degree-equivalent qualifications
- UK: Selfridges
- …fee from suppliers for early payment
- …restructures senior buying roles
- …to launch click-and-collect
- DIY retailing
- UK: Kingfisher announces expansion into Romania
- Music and video goods retailing
- UK: HMV retains market share
- UK: Rough Trade reports 25% sales growth in Q1
- Carpet retailing
- UK: Carpetright
- …announces management reshuffle
- …sales spurred by refurbs and cold weather
- Furniture retailing
- UK: Barker & Stonehouse opens first London store
- UK: Ikea
- …unveils plans for new Sheffield store
- …opens pop-up shops in London stations
- UK: The Range plots Scottish expansion
- Homewares retailing
- UK: Dunelm posts third quarter results
- UK: Williams-Sonoma opens first store in UK
- Home shopping
- UK: Amazon posts Q1 results
- UK: Asos
- …posts H1 results
- …senior director to step down
- …to launch value fashion line
- UK: Debenhams rated top for mobile retail
- UK: EBook growth drives total UK book sales
- UK: Iceland Foods trials new e-commerce site
- UK: John Lewis online sales hit £1 billion
- UK: Littlewoods launches Facebook shopping tool
- UK: N Brown Group posts strong full year results
- UK: Ocado reconfirms that it will not be acquired by Morrisons
- UK: Waterstones founder to launch online books offer
- Health and beauty retailing
- UK: Lush’s pre-tax profits rise by 22.5%
- Book and stationery retailing
- UK: Clintons reports sales growth under new owner American Greetings
- UK: WH Smith
- …announces new chairman
- …profits up, sales down
- Sports and leisure goods retailing
- UK: JD Sports profits fall by 18.3%
- UK: Sports Direct
- …closes 14 JJB Sports stores
- …posts Q4 results
- …reportedly freezes buying operations
- Jewellers
- UK: Claire’s Accessories prepares to launch ecommerce in Europe
- UK: Pandora acquires former Asda CEO
- UK: Swarovski to launch new fascia Cadenza at Westfield Stratford
- Garden centres
- UK: Tesco-owned garden centre Dobbies opens retail village in Edinburgh
- Opticians
- UK: Vision Express expands in North West
- Toys and games retailing
- UK: The Entertainer introduces 90-minute deliveries
- Miscellaneous specialist retailing
- UK: Halfords sales helped by cold weather
- UK: Mothercare
- …announces flat Q4 like-for-likes
- …head office staff put into consultation
- Economy
- UK: BRC:
- …footfall fell in March 2013
- …like-for-like retail sales fall in April 2013
- …non-food retailers plan to cut staff
- …retail search volumes increase in Q1
- …shop price inflation falls in April
- UK: ONS: March 2013 retail results
- UK: PopUp Britain to open flagship store on King’s road
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