Table of Contents
Analyst Comment
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- Click & Commute
- What is it?
- High footfall
- Why?
- Other ideas
- Will it work?
- Helping the high street
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
- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2013-2014
- 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, 2009-2013
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2013-14
- Looking forward
Retail Focus – E-Commerce
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- Executive summary
- Lower inflation depresses growth in 2014
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- Figure 6: Internet retail sales as % of all retail sales, 2011-14
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- Figure 7: Internet retail sales as % of all retail, January 2012 – August 2014
- By category: electricals sees internet take highest share
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- Figure 8: Internet retail sales as a percentage of spending, by major category, 2014
- Segmentation: clothing/footwear is biggest e-commerce market
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- Figure 9: Segmentation of total internet retail sales, 2014
- The consumer: clothing/footwear most popular
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- Figure 10: The consumer: items bought online in the last 12 months, May 2014
- By type of retailer: stores losing share
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- Figure 11: Internet retail sales, segmented by type of retailer, 2012-14
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- Figure 12: Estimated share of all retail sales accounted for by online-only retailers, 2012-14
Headlines for the Month
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- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- Electrical retailing
- Mobile phone retailing
- Economy
News Analysis – Food and Drink
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- Grocers
- UK: Aldi
- UK: Booths to launch nationwide delivery
- UK: Costcutter acquires 20% stake in Simply Fresh
- UK: Morrisons
- UK: Sainsbury's
- UK: Sports Direct to invest £43m into Tesco
- UK: Tesco
- UK: Waitrose has launched dedicated pet website
- Other food specialists
- UK: Greggs like-for-like sales grow 5.4% in Q3
- UK: Holland & Barrett
- UK: Thorntons profits grow 60.4%
- UK: Whittard of Chelsea profits increase 43%
News Analysis – Non-Food
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- Clothing retailing
- UK: Bonmarché launches menswear trial
- UK: Calzedonia ventures out from London
- UK: Edinburgh Woollen Mill acquires Internaçionale assets
- UK: Forever 21 makes £18.4m loss in the UK
- UK: French Connection
- UK: Jack Wills plans Asian expansion
- UK: Moss Bros like-for-like sales up 6.4%
- UK: Mothercare to inject £100m into new store designs and brands
- UK: N Brown sales down 0.6%
- UK: New Look appoints new non-executive chairman
- UK: Phase Eight put up for sale
- UK: River Island invests in multichannel offering
- UK: Ted Baker profits increase 24.2%
- UK: Topman to launch Google+ Hangouts
- UK: Topshop and ShangPin join for mobile marketing initiative
- UK: Zara’s UK profits fall by 34.5%
- Footwear retailing
- UK: Clarks to open first dedicated men’s store
- UK: Jimmy Choo to launch IPO in October
- Multi-sector retailing
- UK: 99p Stores launch 99p a week broadband internet service
- UK: Argos
- UK: Home Retail announce ‘good’ first half results
- UK: Marks and Spencer launches ‘M&S Baby’ format
- UK: Next sales jump 10.3% in the first six months of 2014
- UK: Next Q3 sales hit by warm weather
- UK: Oliver Bonas profits decline 14%
- UK: WorldStores acquires Kiddicare
- Department stores
- UK: Beales sales drop in Q3 as stores close
- UK: Debenhams launches Mothercare and Monsoon in store
- UK: House of Fraser
- UK: John Lewis
- UK: Selfridges forecasts 20% sales lift from Birmingham menswear
- Electrical retailing
- UK: Jessops returns to profit
- Furniture retailing
- UK: Dreams reports EBITDA loss of £3.7m
- Homewares retailing
- UK: Dunelm
- UK: Lakeland profits halve to £3m following heavy investment
- UK: Topps Tiles reports pre-tax profit rises of 30%
- Home shopping
- UK: ASOS sales grow 27%
- UK: Boohoo.com sales jump 31% in the first half of the year
- UK: Burberry and Twitter test ‘buy’ button
- UK: Jaeger introduces new ecommerce strategy
- UK: John Lewis creates new role of online product director
- UK: Land Securities announces two new click-and-collect hubs
- UK: Made.com sales increase 68%
- UK: MySale revenues grow 23.3%
- UK: Ocado
- UK: Shop Direct announces new website Very Exclusive
- UK: Smiggle to launch UK standalone transactional website
- Health & beauty retailing
- UK: Co-operative Group completes Pharmacy sale
- UK: Lloydspharmacy sales up
- Sports and leisure goods retailing
- UK: Decathlon wants to open small stores and click-and-collect points
- UK: Halfords to re-launch Cycle Republic stores in London
- UK: JD Sports sales grow 27% in the first half
- UK: Sports Direct
- Music, game and video retailing
- UK: HMV makes £16.7m operating profit
- UK: Tesco to sell Blinkbox
- Mobile phone retailing
- UK: Dixons Carphone to take on 800 Phones 4u staff
- UK: Phones 4u
- UK: Vodafone acquires 140 Phones 4u stores
- Toy retailing
- UK: The Toy Store signs lease for Oxford Street shop
- Card retailing
- UK: Card Factory sales jump 8.9% in the first half of the year
- Economy
- UK: Retail price deflation increases to 1.8%
- UK: Retail sales grow 3.7% year-on-year in August
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