Table of Contents
Analyst Comment
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- The ruthless consumer
- It was a good Christmas
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- Figure 1: Winners and losers: Clothing and department stores, Christmas 2013
- Food retailers
- Online
- Where next?
- Hard discounters – getting them in proportion
- How big are they?
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- Figure 2: Top 10 food retailers, 2012-13
- Why have they been doing so well?
- Not just low price
- And what will happen in an upturn?
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 3: Retail sales trends, 2013
- BRC data for November
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- Figure 4: UK retail sales y/y growth, BRC vs ONS, 2012-13
- John Lewis
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- Figure 5: John Lewis: Year-on-year growth, 2012-13
- Inflation and wages
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- Figure 6: The income squeeze: Wages growth vs inflation, 2008-13
- Inflation
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- Figure 7: Annual percentage change in the consumer price index for selected product groups, 2013
- Looking forward
Sector Focus – Food Retailing
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- Key points
- Shoppers switched to value retailers at Christmas 2013
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- Figure 8: The consumer: Christmas grocery shopping habits, January 2013
- But Tracker survey shows fewer shoppers cutting back
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- Figure 9: The consumer: Grocery shopping habits, December 2012-October 2013
- Lower inflation hits value growth at grocers
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- Figure 10: Consumer prices index: Annual % change, January-December 2013
- Figure 11: Consumer prices index: Annual % change, detailed food categories, January-December 2013
- Sector sales slow in Q4 2013
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- Figure 12: Food retailers’ sales: Year-on-year growth, January-December 2013
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- Figure 13: Food retailers’ sales: Real-terms year-on-year growth, October-December 2013
- Major grocers’ Christmas performance
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- Figure 14: Major grocers’ Christmas-period 2013 trading results, year-on-year growth
Headlines for the Month
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- Co-ops
- Grocers
- Off-licences
- Clothing retailing
- Footwear retailing
- Mixed goods retailing
- Multi-sector retailing
- Department stores
- Electrical retailing
- Carpet retailing
- Health and beauty retailing
- Sports and leisure goods retailing
- Economy
News Analysis – Food and Drink
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- Bakers
- Greggs cuts staff after sales growth
- Co-ops
- Co-operative Food reports strong Christmas performance
- Convenience stores
- Nisa Retail reports strong Christmas sales
- Grocers
- Asda trials new format
- Booths
- …introduces brand price-matching scheme
- …reports best ever festive trading
- Morrisons
- …employee arrested for insider trading
- …like-for-likes fall
- … launches online shopping
- Over half the country shops at Aldi and Lidl
- Sainsbury’s
- …blames tough sales environment for flat like-for-likes
- …Freefrom food range sees boost in pre-Christmas sales
- …to stop selling DVDs
- Tesco
- …launches healthy living brand
- …acquires Lazada
- …glitch locks NatWest and RBS credit cards
- …reports a fall in like-for-likes over Christmas
- …to launch current account
- …to test Indian market
- Waitrose
- …predicts South American food boom
- …records strong Christmas trading figures
- …sales up as customers search for interesting Christmas food
- Off-licences
- Majestic Wine reveals strong Christmas figures
- Other food specialists
- Holland & Barrett increase store openings
News Analysis – Non-food
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- Clothing retailing
- Edinburgh Woollen Mill appoints new managing director of Peacocks
- Fat Face
- …eyes potential flotation
- …positive after Christmas trading
- Jigsaw reports strong Christmas trading figures
- Joules opens store at Gatwick airport
- Karen Millen profits decline
- London pub set to become shopping and catering space
- Moss Bros witnesses “encouraging” sales
- New Look receives Christmas boost to like-for-likes
- Next raises forecasts on the back of bumper Christmas
- Paul Smith sees profits fall
- Retailers increase discounts in last-minute push before Christmas
- SuperGroup records strong progress
- Ted Baker reports solid Christmas figures
- TK Maxx accused of misleading customers
- TM Lewin starts international push
- Footwear retailing
- Barratts
- …receives £5m rescue offer from Pavers
- …remaining Barratts stores closed
- Mixed goods retailing
- Poundstretcher falls to £3.7m loss
- Multi-sector retailing
- Argos digital stores hit by technical glitches
- M&S
- …outlook gloomy
- …extends discounts on clothing after poor Christmas sales
- …reports disappointing third quarter
- …to make toy packaging gender neutral
- …member of staff refuses alcohol sale
- Department stores
- Debenhams
- …chief financial officer resigns
- …demand discounts from suppliers
- …posts disappointing interim management statement
- Galeries Lafayette in talks to buy House of Fraser
- House of Fraser
- …records best ever Christmas results
- …to appoint advisers for IPO
- John Lewis
- …reports record sales figures
- …sees Christmas sales hit £734 million
- …posts pre-Christmas figures
- …sees strong Christmas and New Year sales growth
- …trials mobile point-of-sale
- Stacey Cartwright moves to Harvey Nichols
- DIY retailing
- Topps Tiles sees first quarter sales jump
- Electrical retailing
- Dixons Retail profits surge
- Maplin opens airport store following strong Christmas trading
- Furniture shops
- CSL rebrands as Sofaworks
- Music and video goods retailing
- HMV to close Islington flagship
- Carpet retailing
- Carpetright profits and sales fall in first-half
- Homewares retailing
- Dunelm TV campaign boosts Q2 sales
- Home shopping
- Betta Living unveils virtual store
- N Brown to open 20 new stores
- Shop Direct hires Sarah Curran
- Health and beauty retailing
- Lush beats high-street Christmas slump
- The Fragrance Shop launches TV marketing campaign
- Book and stationery retailing
- Foyles like-for-likes edge up
- Golden goodbye for Kate Swann
- The Works reports record breaking Christmas trading
- Ryman Group reports strong Christmas
- Sports and leisure goods retailing
- Adidas to cut independent accounts
- JD Sports records improvement in like-for-likes
- Sports Direct first-half profits soar
- Miscellaneous specialist retailing
- Mamas & Papas sees full year profits rise
- Mothercare issues profit warning
- Shopping centres
- Bluewater debuts midnight shopping
- Economy
- BRC
- …footfall monitor shows decline
- …sales monitor shows "respectable" Christmas trading
- ONS: Positive November retail sales
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