Table of Contents
Analyst Comment
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- It will be a good Christmas for retailers
- 4% growth this December
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- Figure 1: Christmas performance, 2005-13
- Easier comparisons in the run up to Christmas
- Improving consumer background
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- Figure 2: How do you feel about your finances? 2009-13
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- Figure 3: RPI vs average weekly earnings growth, 2008-13
- Prospects for 2014 look better too
- How much will we spend?
- But how much do we actually spend on Christmas?
- How much will we spend online?
- What are consumers planning?
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- Figure 4: Attitudes to buying presents for Christmas 2013, September 2013
- Profiles of shoppers by attitudes
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- Figure 5: Profile of holders of attitudes to buying presents for Christmas 2013, September 2013
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 6: Retail sales trends, 2012-13
- BRC data for July
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- Figure 7: UK retail sales year-on-year growth, BRC vs ONS, 2012-13
- John Lewis
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- Figure 8: John Lewis: Year-on-year growth, 2012-13
- Inflation and wages
- Inflation
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- Figure 9: Annual percentage change in the consumer price index for selected product groups, 2012-13
- Looking forward
Sector Focus – The Value Mixed-Goods Retailers
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- The mixed goods sector: driven by discounters and department stores
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- Figure 10: Retail sales: Mixed-goods sector (incl. VAT), 2008-13
- Leading value retailers see rapid growth
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- Figure 11: Total sales of all mixed-goods retailers and the eight leading value mixed-goods retailers (excl. VAT), 2008-13
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- Figure 12: Share of all retail sales taken by the eight leading value mixed-goods retailers, 2008-13
- Figure 13: Total store numbers of the eight leading value mixed-goods retailers, 2008-12
- Leading mixed goods retailers’ sales and market shares
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- Figure 14: Leading mixed-goods retailers’ net revenues, 2008-12
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- Figure 15: Leading mixed-goods retailers’ share of mixed-goods sector sales, 2008-12
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- Figure 16: Leading mixed-goods retailers’ store numbers, 2008-12
- The consumer: feeling better off, shopping around less
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- Figure 17: Mintel’s Consumer Tracker: percentage of consumers saying they are better off/worse off than one year ago, October 2011-September 2013
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- Figure 18: Consumer confidence indicator: September 2012-August 2013
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- Figure 19: Mintel’s Consumer Tracker: Agreement with selected statements on grocery/food shopping, March 2012-August 2013
- What this means
Headlines for the Month
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- Grocers
- Other food specialists
- Clothing retailing
- Department stores
- DIY retailing
- Home shopping
- Books and stationery retailing
- Sports and leisure goods retailing
- Economy
News Analysis – Food and Drink
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- Bakers
- Greggs sees demand pick-up
- Co-ops
- Co-op to introduce student discount on food
- Midlands and Anglian Co-operatives to merge
- Grocers
- Aldi profits soar
- Asda
- …stop sale of inappropriate costume
- …profits up in 2012
- Iceland spend £7 million on new advertising
- Lidl hires new operations director
- Morrisons
- …posts half-year results
- …to cut back on supermarket investment
- Sainsbury's
- …continues strong growth
- …unveils new store format
- Tesco
- …first-half profits fall 7.6%
- …hires Karen Dracou to multichannel team
- …launches Blinkbox ad campaign
- …launches event for start-ups
- …launches its Hudl tablet
- …launches new customer magazine
- …re-launches Finest range
- …sells Fresh & Easy to Yucaipa
- …Fresh & Easy eyes bankruptcy
- UK supermarkets face challenges from competitors
- Waitrose
- …launches vulnerable people initiative
- …to open second ‘dark’ store
- Other food specialists
- Thorntons
News Analysis – Non-food
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- Clothing retailing
- Burberry set to open first store in Scotland
- David’s Bridal opens in the UK
- French Connection narrows losses
- Go Outdoors enters deal to invest in growth
- J Crew opens first UK store
- Jack Wills
- Jacques Vert to launch cross-brand marketing campaign
- Jaeger cuts trading losses in the year
- Kathmandu launches ad campaign as part of rebrand
- Laura Ashley has challenging first half
- Longchamp opens its biggest store on Regent Street
- LVMH buys stake in Nicholas Kirkwood
- Matalan’s Sporting Pro launches website
- Moss Bros
- Next first-half profits rise 8.2%
- Primark
- River Island profits up
- Ted Baker sees sales surge
- Topshop
- Mixed goods retailing
- Home Bargains to open new stores
- Poundland sees profit and sales jump
- Wilkinson restructures management
- Multi-sector retailing
- Home Retail Group releases second quarter data
- Marks & Spencer
- Department stores
- Bhs launches new TV ad campaign
- Debenhams
- Harrods preparing for store overhaul
- House of Fraser
- John Lewis
- DIY retailing
- Kingfisher
- Topps Tiles expects rise in profits
- Electrical retailing
- Carphone Warehouse invests in sales process
- Carpet retailing
- Carpetright sees chief executive exit
- Furniture retailing
- DFS
- Ikea
- Homewares retailing
- Dunelm
- Lakeland
- Home shopping
- Amazon
- Ao.com launches same day delivery
- Asda launches online delivery deal
- Asos
- Boden sees profits rise
- Findel’s first-half sales up
- EBay sellers to offer collection at Argos
- JML to launch TV shopping channel
- Mobile devices account for all online sales growth
- N Brown Group records sales growth
- Ocado sees surge in third quarter sales
- Photobox full-year EBITDA jumps 19%
- Shop Direct hires first customer director
- The Hut
- Health and beauty retailing
- Alliance Boots management reshuffle
- The Perfume Shop offers 90-minute delivery
- Books and stationery retailing
- The Works sees profits decline
- WHSmith reveals profits above expectations
- Sports and leisure goods retailing
- JD Sports sees profits soar
- Reebok opens first UK store
- Sports Direct
- Sweaty Betty sees web sales climb
- Garden centres
- Louis Delhaize sells garden centres
- Opticians
- Vision Express acquires 20:20 Optical Store
- Toys and games retailing
- Hobbycraft sees sales rise following investment
- Shopping centres
- Croydon Village Outlet closes due to overwhelming crowds
- Economy
- August footfall drops 0.9%
- Government to introduce plastic bag charge
- Net store closures fall 78%
- Retailers to launch mobile payment in 2014
- September sees weak UK retail sales
- Strong sales growth continues
Appendix – Christmas Shopping Habits – Detailed Demographics
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- Figure 20: Attitudes to buying Christmas gifts, by detailed demographics, October 2013
- Figure 21: Attitudes to buying Christmas gifts, by detailed demographics, October 2013 (continued)
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- Figure 22: Attitudes to buying Christmas gifts, by detailed demographics, October 2013 (continued)
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