Table of Contents
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 2: Retail sales trends, 2014/15
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, 2013-15
- John Lewis
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- Figure 4: John Lewis: Year-on-Year Growth, 2014-15
- Inflation and wages
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- Figure 5: Real wages growth: Wages growth vs inflation, 2010-15
- Inflation
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- Figure 6: Annual percentage change in the consumer price index for selected product groups, 2014-15
- Looking forward
Sector Focus – DIY Retailing
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- A cool spring hurts retail sales
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- Figure 7: DIY and Hardware specialists sales: annual % change Jan 2014-Sep 2015
- Deflation a downward driver
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- Figure 8: Annual% change in consumer price index for furniture, household equipment & routine maintenance and overall CPI, Jan 2014-Sep 2015
- Property market continues to improve…..
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- Figure 9: Number of residential property transactions in the UK with value of £40,000 or above, 2007-14
- …..but the issues around renting remain
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- Figure 10: Percentage of individuals living in households by tenure, 2010-14
- Performance of the majors in 2015
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- Figure 11: Leading DIY retailers: annual % change in total sales, Q1, Q2 and H1 2015
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- Figure 12: Leading DIY retailers: annual % change in like-for-like sales, Q1, Q2 and H1 2015
Headlines for the Month
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- Grocers
- Clothing retailers
- Multi-sector retailing
- Department stores
- Furniture and homeware retailing
- Home shopping
- Sports and leisure goods retailing
- Economy
New Analysis – Food
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- Convenience stores
- UK: McColl’s to divest 100 newsagents
- UK: One Stop to participate in Black Friday
- UK: Rebranded My Local stores open their doors
- Grocers
- UK: Asda
- …announces Project Renewal
- …hires Sainsbury’s retail and operations director
- …may scale back Black Friday involvement
- …unveils Halloween VR experience
- UK: Booths sales decline amid competitive market
- UK: Morrisons
- …implements food donation programme
- …sales fall 2.0% in Q3
- UK: Sainsbury’s
- …experiments with new formats
- …outperforms the grocery market again
- UK: Tesco
- …changes ‘Price Promise’ to ‘Brand Guarantee’
- …launches Arcadia brands in Extra stores
- UK: Waitrose
- …launches standalone Kitchen website
- …Mark Price stands down
- Other food and drink specialists
- France: Biocoop plans forty new store openings
- Italy: New French fine food store opens in Rome
- UK: Greggs eyes expansion to 2,000 outlets
- UK: Majestic Wine introduces simpler pricing proposition
News Analysis - Non-Food
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- Clothing retailing
- UK: All Saints sales grow 6%
- UK: Brantano and Jones Bootmaker sold for £12m
- UK: Burberry
- …moves production to Leeds
- …to merge Prorsum, Brit and London labels
- UK: Harris Tweed’s golfing range drives growth
- UK: Hunter Boot revenues rise 17%
- UK: Jack Wills founder back at the helm as losses widen
- UK: M&Co hosts Yours Clothing concession
- UK: Mothercare UK like-for-like sales up 6.5%
- UK: New Look
- …revenues rise 5.9%
- …to open at least 15 menswear stores in 2016
- UK: Oasis to unveil new London concept store
- UK: Office doubles profits despite investments
- UK: Pandora UK revenues surge 50.5%
- UK: Pep&Co founder to launch a new discount variety chain
- UK: Primark revenues rise 8%
- UK: Reiss
- …plots international expansion following record sales
- …profits surge on the back of organic growth
- UK: Scarlett & Jo launches e-commerce site
- UK: Shoe Zone trades well in the second half
- UK: Superdry retail revenues surge 30.9%
- UK: Topshop hosts 3D printed jewellery pop-up
- UK: Whistles hosts dedicated menswear pop-up
- Multi-sector retailing
- UK: Home Retail warns on profits as Black Friday approaches
- UK: Marks and Spencer’s
- …delivers ‘good’ underlying profit growth
- …unveils Sparks loyalty scheme
- …releases ‘mobile-first’ Christmas campaign
- UK: Matalan warehousing issues hit profits
- UK: Next Q3 brand sales rise 6.0%
- Department stores
- UK: Bhs exploring sale of Oxford Street flagship
- UK: Debenhams delivers profit in line with expectations
- UK: Fenwick reports falling sales and profits
- UK: Harrods luxury brand focus drives sales up 1.2%
- UK: John Lewis unveils Christmas Man on the Moon advert
- UK: Liberty to launch new brand collaborations
- UK: Selfridges reports 4.3% rise in sales
- DIY retailing
- UK: Travis Perkins sales grow 5.5%
- Electrical retailing
- UK: Currys PC World trials collection in Carphone Warehouse stores
- Furniture and homeware retailing
- UK: Carpetright sales rise 2.5%
- UK: Habitat unveils redesigned flagship store
- UK: Ikea creates animated films for toy launch
- Home shopping
- UK: Asos revenues climb 18%
- UK: EBay and Argos extend partnership
- UK: Missguided generates £4m from personalisation
- UK: N Brown first-half revenues rise 4.2%
- UK: Photobox sold for £400m
- UK: Shop Direct profits surge 78%
- Health and beauty retailing
- UK: Well completes rebrand of 782 pharmacies
- Toy and games retailing
- UK: GAME full-year revenues up 0.6%
- UK: Hamleys
- …owners in negotiations to sell business
- …sale agreed
- UK: Toys R Us reports first profit growth in five years
- Sports and leisure goods retailing
- UK: Go Outdoors benefits from the ‘glamping’ trend
- UK: Mountain Warehouse sales rise as it announces China launch
- UK: North Face opens new Regent Street flagship
- UK: Wiggle UK sales surge 26%
- Greetings cards and stationary retailing
- UK: Paperchase secures £50m funding
- UK: WH Smith focuses on profits as high street sales slip
- Pet retailing
- UK: Pets at Home revenues grow 6.0%
- Shopping locations
- UK: Bradford Broadway opens its doors
- UK: Intu boasts of improved occupancy rates
- UK: Retail footfall improves as Christmas nears
- Economy
- UK: Government to launch price comparison consultation
- UK: Retailers divided over Sunday trading debate
- UK: Retail sales rise 3.4% in September
- UK: Retail sales slow to 0.9% in October
- UK: September retail sales boosted by bank holiday
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