Table of Contents
Retail Sales – Background and Outlook
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2015/16
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2014-16
- John Lewis
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- Figure 3: John Lewis: Year-on-year Growth, 2015-16
- Inflation and wages
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- Figure 4: Real wages growth: Wages growth vs inflation, 2011-16
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2015-16
- Looking forward
Sector Focus – Clothing and Footwear Retailing
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- Retail sales: A poor final quarter
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- Figure 6: Retail sales: Annual % change in the clothing and footwear and leather goods categories, non-seasonal adjusted, by month, Jan 2015 – Feb 2016
- Inflation: Discounting hurting full price sales
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- Figure 7: Consumer Price Inflation: Annual % change in the price of clothing and footwear, by month, Jan 2015- Feb 2016
- Volume: No uptick despite promotions
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- Figure 8: Volume: Annual % growth in the volume of textile, clothing and footwear sales, seasonally adjusted, by month, Jan 2015 – Feb 2016
- Pricing integrity
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- Figure 9: Mintel’s Fashion Tracker: Agreement with the statement ‘I prefer to buy clothes when they are on sale/special offer’, Mar 2015- Feb 2016
- What we think
Headlines for the Month
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- Grocers
- Other specialist food and drink retailers
- Clothing retailers
- Home shopping
- Multi-sector retailing
- Non-food discounters
- DIY retailing
- Furniture retailing
- Health and beauty retailing
- Economy
News Analysis – Food and Drink
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- Convenience stores
- UK: McColl's like-for-like sales fall 1.9%
- Grocers
- UK: Aldi
- …expands online offer with SpecialBuys
- …hits out at Morrisons' Price Crunch in new campaign
- UK: Asda
- …Q4 sales tumble 5.8%
- …seeks supplier discounts
- UK: Lidl launches denim clothing range
- UK: Morrisons
- …announces new partnerships with Amazon and Ocado
- …profits tumble 30%
- …to invest £30m in staff facilities
- UK: Sainsbury’s to scrap multi-buy promotions
- UK: Supermarket sales grow by 0.5%
- UK: Tesco
- …buys remaining shares in Harris + Hoole
- …Morrisons takeover rumours circulate
- …reports rising demand for organic fruit
- UK: The Co-op pledges another £75m in price cuts
- Other specialist food and drink retailers
- UK: Greggs focus on food-on-the-go drives sales
- UK: Hotel Chocolat announces flotation plans
- UK: Whole Foods delivers profit in the UK
News Analysis – Non-food
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- Clothing retailing
- UK: Boden sizes up shoppers
- UK: Jigsaw owners mull sale
- UK: Joules prepares for £150m float
- UK: Levi’s launches clothing recycling initiative
- UK: Matalan gains reprieve on its debts
- UK: Mothercare and Julien MacDonald collaborate
- UK: Primark sales improve after Christmas
- UK: TK Maxx grows presence with store openings
- UK: Topshop announces Wedgwood collaboration
- UK: Uniqlo to relaunch global flagship in London
- Footwear retailing
- UK: Alteri saves the majority of Brantano stores
- UK: Clarks cuts head office roles
- Jewellery retailing
- UK: Goldsmiths introduces live video chat online
- Multi-sector retailing
- UK: Home Retail Group
- …extends deal deadline with Sainsbury’s
- …completes Homebase sale
- …receives Argos bid from Steinhoff
- …reports mixed results for “eventful” 2015
- UK: Menkind forecasting £60m in sales
- Non-food discounters
- UK: 99p Stores’
- …losses reached £11m before Poundland takeover
- …founders and Poundstretcher owner team up for new retailer
- UK: easyFoodstore puts a limit on purchasing
- UK: Pep&Co’s new discount retailer named ‘Guess How Much!’
- UK: Poundland appoints next chief executive
- UK: Poundworld to take on up to 20 Brantano stores
- Department Stores
- UK: Beales the latest to enter company voluntary arrangement
- UK: Bhs
- …pension gap wider than previously thought
- …secures £10m loan to invest in food business
- …seeks rent reductions or stores could close
- UK: Debenhams among those implementing digital receipts
- UK: Fortnum & Mason sales grow 30% online
- UK: John Lewis Partnership sales grow 2.5%
- DIY retailing
- UK: Homebase management team replaced by Wesfarmers
- UK: Kingfisher creates new role of chief customer officer
- UK: Travis Perkins sales grow 6.5% in 2015
- UK: Wyevale Garden Centres’ owner contemplates sale
- Electrical retailing
- UK: BrightHouse revenues climb 6.7%
- UK: Jessops boosted by 20% jump in sales
- Furniture retailing
- UK: Dreams’ turnaround plan delivers growth
- UK: Heals connects online shoppers with store staff
- UK: Ikea UK profits surge 128.7%
- UK: Sharps’ new concept drives 30% increase in sales
- Homewares retailing
- UK: Dunelm grows sales by 10.3% in the first half
- UK: Søstrene Grene eyes 150 stores in the UK
- Home shopping
- UK: Amazon to open new logistics centre in Leicestershire
- UK: AO World chairman steps down
- UK: Asos launches loyalty scheme
- UK: Atterley relaunches as an independent retailer portal
- UK: Boohoo acquires additional head office space
- UK: eBay targets customers watching popular television shows
- UK: Gear4Music sales rise 46%
- UK: N Brown Group reveals restated debtor impairment provisions
- UK: Pinterest to launch promoted pin advertising
- UK: Shutl reports demand for ‘click and don’t collect’ service
- UK: The Hut Group
- …acquires haircare brand Grow Gorgeous
- …secures investment as sales rise
- Health and beauty retailing
- UK: The Body Shop
- …embeds loyalty app onto mobile
- …unveils new ethical pledges
- UK: Walgreens Boots Alliance overhauls IT system
- Sports and leisure retailing
- UK: Mountain Warehouse ramps up American expansion
- UK: Lorna Jane gets active in the UK’s growing sportswear market
- UK: Sports Direct’s fashion chains narrow their losses
- UK: Wiggle pedals forward with Chain Reaction acquisition
- Shopping locations
- UK: Hammerson reports increase in shopping centre sales
- UK: Intu plotting investment of £600m
- Economy
- UK: Government faces potential legal action over new Sunday trading laws
- UK: January retail sales rise 2.5%
- UK: MP's vote against changes to Sunday trading laws
- UK: Retail sales slow to 0.1% in February
- UK: Retail sector could face up to 900,000 job losses
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