Table of Contents
Analyst Comment
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- Why – Problems at Tesco
- Why – Changes in the sector
- Where next?
- Can it be done?
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 July
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2013-14
- 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, 2009-14
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2013-14
- Looking forward
Sector Focus – Food Retailing
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- Executive summary
- Inflation declines reflect price competition
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- Figure 6: Consumer prices: Annual % change in food, beverages and tobacco, June 2013-June 2014
- Figure 7: Shop-prices: Annual % change in food, June 2013-July 2014
- Food retailers’ sales
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- Figure 8: Retail sales: Annual % change in value sales, July 2013-June 2014
- Looking ahead
- Major grocers’ recent results
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- Figure 9: Major grocers’ year-on-year sales growth, 2014
Headlines for the Month
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- Grocers
- Clothing
- Multi-sector retailing
- Department stores
- DIY
- Electrical retailing
- Home shopping
News Analysis – Food and Drink
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- Co-ops
- Co-op
- …announces governance reform proposals
- …sells its farms
- …sells its pharmacy chain
- …to open pop-up kiosks
- …trials tablet trolleys
- Convenience stores
- Booker to open new Family Shopper stores
- McColl’s
- …launches loyalty scheme
- …sales grow 3.6%
- Grocers
- Aldi
- …launches first smartphone
- …founder Karl Albrecht dies aged 94
- …to launch equestrian clothing
- Lidl to offer premium French wine selection
- Morrisons
- …partners with Quidco
- …Q1 like-for-likes
- …sells Kiddicare to Endless
- Ocado to open new warehouse
- Sainsbury's
- …now sole owner of Anobii
- …names first two Netto sites
- …to close non-food website
- …to power store on food waste
- Tesco
- …hire Marks & Spencer finance head
- …Phillip Clarke to stand down
- …to build 4,000 homes
- Off-licences
- Conviviality full-year pre-tax profits up
- Market share UK
- Tesco and Morrisons sales down 3.8%
News Analysis – Non-food
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- Clothing retailing
- Bonmarché like-for-like sales up
- Boux Avenue to open first airport store
- Champion to return to the UK
- East sales dip 2%
- Internacionale brand name for sale
- La Senza
- …administrator closes six outlets
- …more store closures
- Matalan to launch Oxford Street Flagship
- Next sales grow 10.7% in first half
- Oliver Bonas launches click-and-collect
- Pepe Jeans considers sale
- Primark sales soar 22% in Q3
- Select buys 18 Internaçionale stores
- SuperGroup sales grow 19.6%
- White Stuff sales jump 16.2%
- Footwear retailing
- Office considering £300 million stock market flotation
- Luxury retailers
- Jimmy Choo opens doors of virtual showroom
- Multi-sector retailing
- Argos
- …expands use of augmented reality in catalogues
- …to cut or freeze 10,000 prices
- B&M sales grow 31.9% in Q1
- Hema to launch UK website in September
- Marks & Spencer recruit Tesco internet chief
- Poundstretcher cuts prices across the board
- Department stores
- Debenhams poaches Mothercare Chief Financial Officer
- Fortnum & Mason standalone airport store
- Harrods to redevelop menswear department
- John Lewis
- …to launch ‘Tea on The Green’ in Glasgow city centre
- …partnership sales rises 6.3% in first half
- Selfridges
- …launches Cartier online
- …opens Christmas shop
- DIY retailing
- Homebase attracts takeover bids
- Home Retail Group considering selling Homebase
- Kingfisher like-for-like sales fall 1.8% in Q2
- Travis Perkins sales rise 11.5% in first half
- Electrical retailing
- Comet administrators facing probe
- Dixons Carphone
- … announce shareholders support for merger
- …opens first store
- Music and video goods retailing
- HMV like-for-like sales grow 9.2%
- Carpet retailing
- Carpetright sales grow 5.2% in Q1
- Floors-2-Go collapses into administration again
- Homewares retailing
- Cath Kidston attracts Chinese investor
- Home shopping
- Amazon
- …launches two-day European delivery
- …launches wearable technology store
- Ao.com like-for-like sales jump 30% in Q1
- eBay
- …partners with Sotheby’s
- …The British Fashion Council to launch eBay shop
- Findel sales down
- N Brown
- …hires CIO
- …Simply Be announces Kelly Brook collection
- Net-a-Porter Chief Executive steps down
- Health and beauty retailing
- Walgreens expected to take full control of Alliance Boots
- Book and stationery retailing
- Smiggle to double UK store portfolio
- Sports and leisure goods retailing
- Alan Fort to take control of American Golf on an interim basis
- Sports Direct
- …profits grow 19.8%
- …to open stores in Australasia
- Garden centres
- The Garden Centre Group to return to Wyevale
- Opticians
- Lenstore posts record billing in May
- Miscellaneous specialist retailing
- Brighthouse revenue grows by 12.2%
- Card Factory sales rise 8.9% in first half of the year
- Halfords sales accelerate 7.9% in Q1
- Kiddicare stores to close
- Mothercare
- …appoints new chief executive
- …Destination Maternity withdraws bid
- Pets at Home sales jump 10.4%
- The Fragrance Shop sales jump 11.2%
- Thorntons' sales grow 0.6% Q4
- Miscellaneous
- Royal Mail expands its click & collect service
- Economy
- Retail sales growth lowest in three years
- Retail sales rise 4.2% in June
- Shop prices fall in July
- UK: Tesco and Morrisons sales down 3.8%
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