Table of Contents
Analyst Comment
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- Christmas is coming
- M&S
- Problems in womenswear
- Lack of hard data
- Sceptics
- Time
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 July
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2012-13
- 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: The income squeeze: Wages growth vs inflation, 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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- Executive summary
- Mintel’s Tracker
- Demand for appliances recovering
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- Figure 6: The consumer: Trends in activities done and consider to do, October 2012-September 2013
- But demand for home electronics remains weak
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- Figure 7: The consumer: Trends in what extra money is spent on – percentage opting for ‘Home electronics/home entertainment systems’, November 2009-September 2013
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- Figure 8: The consumer: Proportion of consumers saying they are better off/worse off compared to one year ago, July 2011-September 2013
- Specialists’ sales: Comet’s demise causes a slump
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- Figure 9: Retail sales (incl. VAT), 2008-13
- Consumer spending remains weak across most categories
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- Figure 10: Consumer spending (incl. VAT), 2008-13
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- Figure 11: Annual growth in spending on electricals versus annual growth in specialists sector sales, 2008-13
- So who has gained from the closure of Comet?
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- Figure 12: Selected retailers estimated gains of Comet’s annual sales, 2013
- Dixons Retail (Currys-PC World)
- Argos
- John Lewis
- Euronics
- Online/home shopping specialists
- Supermarkets
Headlines for the Month
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- Grocers
- Off-licences
- Clothing retailing
- Footwear retailing
- Mixed goods retailing
- Multi-sector retailing
- Department stores
- Electrical retailing
- Music and video goods retailing
- Furniture retailing
- Home shopping
- Economy
News Analysis – Food and Drink
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- Grocers
- Aldi UK profits double
- Asda to open Barclays banks in store
- Grocery share figures positive for discounters
- Lidl’s first TV advert
- Marks & Spencer to expand Simply Food stores
- Morrisons sees like-for-like sales dip
- Sainsbury’s
- …challenges ASA ruling
- …to open new dark store
- UK: Subway in tie-up with Asda
- Tesco
- …installs digital advertising screens
- …profits from sale of Grand Theft Auto V
- …to give 7 million meals to charity
- Waitrose
- …launches vulnerable people initiative
- …targets triple sales figures
- Off-licences
- Conviviality reports improved first half
News Analysis – Non Food
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- Clothing retailing
- Barbour to open motorbike themed London store
- Bolongaro Trevor seeks investment
- Bonmarche to return to stock market
- Bosideng buys Greenwoods
- Burberry Chief executive leaves for Apple
- J Crew opens first UK store
- Jack & Jones launches new store concept in the UK
- Jack Wills names new chief executive
- Jaeger outlines five-year strategy
- Joules receives investment for expansion
- Matalan issues profit warning
- Next
- …adds café Patisserie Valerie to its stores
- …posts positive third quarter figures
- Primark
- …profits soar
- …to expand store at east end of Oxford Street
- …to remain offline
- Ted Baker launches new ecommerce site
- Uniqlo to expand into Manchester
- Whistles announces launch of menswear
- Yr Store launched in Topman
- Footwear retailing
- Barratts on verge of collapse
- Clarks Kids launched on Amazon
- Nicholas Kirkwood opens pop-up shop
- Russell & Bromley profits decline
- Mixed goods retailing
- 99p Stores plans transactional website
- B&M considers float
- Home Bargains to open new stores
- Poundland reduces prices in Ipswich
- Multi-sector retailing
- Argos launches own-brand tablet
- Home Retail sees profits rise
- M&S
- …reveals shareholder
- …slows decline in clothing market share
- …sees departure of womenswear executive
- …sees profits fall
- Department stores
- BHS targeted by billionaire Christo Wiese
- Debenhams
- …opens online box office
- …sees profits fall
- …unveils size 16 mannequins
- Harrods
- …chief merchant role split in two
- …sees full-year profits rise
- John Lewis
- …books entire advert break for Christmas
- …launches loyalty scheme
- …opens Islington pop-up store
- …uncovers customer shopping habits
- Selfridges owner bids for Arnotts
- DIY retailing
- B&Q CEO to lead UK business
- Kingfisher Group to employ airline-style pricing
- Travis Perkins witnesses positive sales growth
- Electrical retailing
- Richer Sounds sees profits improve
- Music and video goods retailing
- Apple removes HMV app from iTunes
- Blockbuster in administration again
- HMV kicks off digital strategy
- Furniture retailing
- DFS
- …acquires Sofa Workshop
- …sees record full-year profits
- The Range launches Christmas advert
- Home shopping
- Amazon seeks partnership with HTC
- Asos
- …boss gives £2.8 million to staff
- …sees profits rise following investment
- Kering invests in La Redoute ahead of sale
- Nisa and 99p Stores enter direct supply trial
- Shop Direct reveals pre-tax profit
- Health and beauty retailing
- Boots
- …contactless payments available in all stores
- …increases multichannel offer
- Book and stationery retailing
- Card Factory profits rise
- Paperchase posts positive results
- The Works launches loyalty scheme
- WHSmith
- …reveals profits above expectations
- …shuts down its website
- Sports and leisure goods retailing
- Sports Direct
- …faces possibility of legal action over zero-hours contracts
- …sees profits increase
- Toys and games retailing
- Toys R Us opens Silverburn pop-up
- Shopping centres
- New Outlet village to open in London
- Miscellaneous specialist retailing
- Halfords sees first-half profits climb
- Mothercare like-for-likes down
- Economy
- ONS reports strong September retail figures
- Retail sales rise in October
- Retail sales slow in October 2013
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