Table of Contents
Analyst Comment
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- Time to be more cautious about retail sales growth
- Interest rate increases in prospect
- Softly, softly approach
- But any increase would hurt
- And the upward trend in consumer confidence would come to an end
- A happy Christmas, but a much duller new year
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2013-14
- BRC data for May
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2012-14
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2013-14
- 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, 2013-14
- Looking forward
Retail Review – Retail Sales by Region
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- Methodology
- London and south east take one-third of all retail
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- Figure 6: Retail sales: Estimated breakdown by region, 2013
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- Figure 7: Estimated retail sales by region (incl. VAT), 2009-13
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- Figure 8: Estimated distribution of total UK retail sales by region, 2009-13
- Annual growth: London is surging ahead
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- Figure 9: Annual % change in retail sales by region, 2009-13
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- Figure 10: Retail sales per-capita, by region (incl. VAT), 2009-13
- Figure 11: Estimated per-capita retail sales by region, relative to average per-capita retail sales, 2013
- Sentiment by region: Mintel’s Tracker survey
- How consumers describe their financial situation
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- Figure 12: The consumer: How respondents would describe their financial situation, by region, May 2014
- Financial situation compared to a year ago
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- Figure 13: The consumer: Current financial situation compared to a year ago, by region, May 2014
- What it means
Headlines for the Month
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- Co-ops
- Grocers
- Clothing retailing
- Footwear retailing
- Mixed goods retailing
- Multi-sector retailing
- Miscellaneous specialist retailing
- DIY retailing
- Electrical retailing
- Music, video and video games retailing
- Home shopping
News Analysis – Food and Drink
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- Co-ops
- Co-op corporate governance structure overhaul
- Heart of England Co-op full year sales increase
- Convenience stores
- Bhs eyes food expansion
- easyFoodstore denied permission to open
- Grocers
- Aldi opens new UK training academy
- Asda sales rise 0.1% in Q1
- Morrisons
- …chairman to stand down
- …launches price tracker site
- …to introduce new supplier charges
- …to trial loyalty cards
- Sainsbury’s
- …to launch clothing online
- …to modify 'Brand Match'
- Tesco
- …and House of Fraser to partner online
- …debuts first current account
- …sales fall in Q1
- …to remove confectionery from checkouts
- …trials innovative Shop&Go in London store
- Other food specialists
- Farmfoods profits fall 42%
News Analysis – Non-food
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- Clothing retailing
- American Eagle poised to enter the UK
- Arcadia Group sales rise 2.1%
- Belstaff launches David Beckham collaboration
- Blue Inc confirms IPO
- Burberry profits increase following new CEO appointment
- El Ganso to open third UK store
- Fat Face cancels IPO
- French Connection sales rise in Q1
- Inditex to launch Stradivarius in the UK
- La Perla to open first menswear store in London
- LK Bennett sales drop 3%
- Matalan sales and profits fall
- Moss Bros sales climb in Q1
- My-Wardrobe launches first store
- New Look sales rise 3%
- Next finance director to retire
- Primark to buy Birmingham shopping centre
- Scotts & Co acquire Rowlands Clothing
- Ted Baker
- …sales rise 17.9% in Q1
- …to expand into audio products
- Footwear retailing
- Office makes apology over security breach
- Shoe Zone confirms share price as it prepares to float this week
- Mixed goods retailing
- B&M Bargains
- …to launch £2bn IPO
- …confirms intention to float
- Poundland to launch transactional website
- Multi-sector retailing
- Marks & Spencer sales rise 2.7%
- Miscellaneous specialist retailing
- Halfords acquires Boardman Bikes
- Mamas and Papas owners look to sell stake
- Mothercare profits jump 61%
- Department stores
- John Lewis opens doors of Heathrow store
- Selfridges flagship to receive £300m revamp
- DIY retailing
- Kingfisher sales rise 6.1% in Q1
- Homebase to introduce coffee shops to stores
- Topps Tiles half year profits increase from £4.7m to £8m
- Electrical retailing
- Carphone Warehouse and Dixons confirm merger
- CeX to trial Bitcoin in store
- Dixons sales rise 3%
- EE reassures Carphone Warehouse over partnership
- Music, video and video games retailing
- Game
- …confirms flotation plan
- …valued at £340m ahead of IPO
- Carpet retailing
- Carpetright in senior management shake up
- Homewares retailing
- Lakeland opens first Indian stores
- Lewis’s Home Retail acquires seven Paul Simon stores
- Home shopping
- Amazon introduces dedicated dress store
- AO World sales jump 40%
- ASOS sales rise 25% in Q3
- Findel profits jump 87%
- La Redoute to open first UK store
- MandM Direct announces IPO
- Sir Philip Green acquires 25% of MySale ahead of UK launch
- Wiggle eyes IPO
- Zalando UK to implement pick up point network
- Books and stationery retailing
- Card Factory narrows price guidance
- Health and beauty retailing
- Boots UK sales rise 2.3%
- Superdrug Managing Director to leave company
- Walgreens poised for Alliance Boots bid
- Sports and leisure goods retailing
- Direct Golf diversifies into cycling retail
- JD Sports’ boss Barry Bown leaves company
- Mountain Warehouse sales soar by 20%
- Sports Direct
- …to enter the fitness market
- …to open new Oxford Street flagship
- Opticians
- Vision Express profits rises 11%
- Garden centre retailing
- Klondyke sales rise 6.6%
- Economy
- Retail sales rise 2% in May
- Shop prices fall 1.4% in May
- Retail sales rise 9.6% in April
- Retailers to charge 5p for plastic bags
- Retail sales rise 5.7% in April
- Retail sales rise 9.6% in April
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