Table of Contents
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2014-15
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2014-15
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, 2014-15
- Inflation and wages
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- Figure 4: The income squeeze: Wages growth vs inflation, 2010-15
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2014-15
- Looking forward
Sector Focus – Electrical Goods Retailing
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- What you need to know
- Recovering from Black Friday
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- Figure 6: Spending on electrical / electronic goods, 2014
- Figure 7: Year-on-year growth in spending on electrical goods, 2010-Q1 2015
- Q1 2015
- Specialists’ sales
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- Figure 8: Retail sales (including VAT), 2010-15
- Dixons Carphone – The first full year results
- Market shares
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- Figure 9: Leading specialists and non-specialists share of all spending on electricals, 2013-14
- Prospects
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- Figure 10: Electricals spending plans, May 2015
Headlines for the Month
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- Convenience stores
- Grocers
- Other food and drink specialists
- Clothing and footwear retailing
- Department stores
- DIY retailing
- Garden centre retailing
- Home shopping
- Health and beauty retailing
- Entertainment retailing
News Analysis – Food and Drink
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- Convenience stores
- UK: Booker Group
- …appoints new chairman
- …makes ‘good progress’ in the first quarter
- UK: Convenience stores invest £177m over last three months, shows report
- UK: Nisa
- …posts £3m operating loss
- …Store of the Future 2 concept proves popular
- UK: Spar kicks off summer campaign
- Grocers
- UK: Asda poised to win back customers at Christmas
- UK: Iceland sales fall 0.5% in 2014
- UK: Lidl
- …launches £20m marketing drive
- …mulls online wine store
- UK: Mid-counties Co-operative enlists first non-food concessions
- UK: Morrisons sees the largest sales increase again
- UK: Ocado
- …announces humanlike robots
- …closing in on international deal
- …half year revenue increases 18.2%
- UK: Sainsbury’s
- …like-for-likes fall 2.1%
- …makes board changes
- UK: Tesco Q1 like-for-like sales improvement
- UK: The Co-operative Group
- …appoints new board members
- …focuses on London expansion
- …invests £125m in price cuts
- Other food and drink specialists
- UK: Conviviality Retail in talks to buy drinks supplier
- UK: Ferrero makes offer for Thorntons
- UK: Holland & Barrett
- …enjoys 5.5% sales increase
- …hosts vegan cafe concession
- UK: Majestic Wine sales grow but profits fall
News Analysis – Non-food
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- Clothing and footwear retailing
- UK: Asos posts 20% sales rise
- UK: Bon Marché like-for-like sales increase 4.0%
- UK: Clarks
- …installs Wifi to all stores
- …suffers a ‘challenging’ year
- UK: East embarks on store closures
- UK: Fat Face plans US expansion
- UK: H&M experiments with East London pop-up
- UK: Joules secures £11m of funding
- UK: Mulberry’s trading improves in the second half
- UK: N Brown transformation is “on track”
- UK: New Look acquisition is completed
- UK: New men’s concept store: The Dandy Lab
- UK: Reiss founder explores minority stake sale
- UK: Shoe Zone revenues fall amidst store closures
- UK: SuperGroup maintains sales momentum in Q1
- UK: Ted Baker
- …launches virtual version of its ‘& Moore’ store
- …revenues grow by 24.2%
- UK: TM Lewin in talks over management buyout
- Multi-sector retailing
- UK: Argos sales suffer but Homebase sees an improvement in Q1
- UK: Marks & Spencers
- …loses market share
- …restates online figures to account for returns
- …Q1 sales rise 1.8%
- UK: Wilko suffers from fall in earnings
- Department stores
- UK: Debenhams like-for-like sales flat
- UK: House of Fraser
- …restructures to become more customer-centric
- …sales boosted by online shoppers
- …to open its first full scale bricks and mortar store in the UK since 2008
- UK: John Lewis
- …announces JLAB finalists
- …ends free click-and-collect for orders under £30
- …enters the smartphone market
- …sales buoyed by Father’s Day purchases
- …teams up with Bruce Oldfield
- …to roll out more restaurant concessions
- UK: Liberty plans international expansion
- DIY retailing
- UK: Clas Ohlson signs contract for second compact store
- UK: Kingfisher hires Coop Denmark boss as new chief
- UK: Topps Tiles has an encouraging Q3
- Furniture and homeware retailing
- UK: Carpetright sales and profits up
- UK: Dunelm
- …appoints John Browett as chief executive
- …like-for-like sales up 5.8%
- UK: Sofaworks may have to change name following DFS court battle
- Garden centre retailing
- UK: Wyevale Garden Centres profits surge 55%
- Home shopping
- UK: Amazon
- …brings one-hour delivery to London
- …Prime Day to offer more discounts than Black Friday
- UK: Arcadia backed online shopping site to launch in the UK
- UK: Boohoo sales grow 35% in Q1
- UK: Net-a-Porter makes first profit in five years
- UK: Royal Mail to send direct mail based on online shopping history
- UK: The Book Depository makes £4m loss
- Electrical retailing
- UK: Brighthouse
- …revenues up 12.2%
- …to roll out smaller “satellite” store format
- UK: Dixons Carphone partners with Sprint Corp in the US
- UK: Maplin reports flat full-year profits
- Health and beauty retailing
- UK: Superdrug full-year pre-tax profits and sales up
- Greetings card and stationery retailing
- UK: Card Factory management selling off shares
- UK: Paperchase nears a takeover deal
- Sports and leisure goods retailing
- UK: Direct Golf reveals full-year sales decline
- Entertainment retailing
- UK: Hamleys eyed by House of Fraser owners
- UK: HMV relaunches online
- UK: Halfords appoints new CFO
- UK: JD Sports continues strong start to the year
- UK: Sports Direct announces first Scottish retail and gym hybrid
- Travel retailing
- UK: Moto suffers £37m turnover drop
- Shopping locations
- UK: Longines sets record for Oxford Street rent
- UK: Westfield announces expansion to luxury shopping village
- Economy
- UK: Government to relax Sunday trading laws
- UK: Shop prices fall as consumer confidence rises
- UK: The BRC warns on business rates
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