Table of Contents
Analyst Comment
-
- Retail sales in the first half
- Food retailers
- Food retailers in the second half
- Clothing retailing
- Not just online
- Where next for clothing retailers?
- Department stores
- Other stores
- Online
- Black Friday
- Brexit
- The second half and Christmas 2016
Retail Sales – Background and Outlook
-
- Key points
- Retail sales
-
- Figure 1: Retail sales trends, 2015/16
- Figure 2: UK retail sales y/y growth, BRC vs ONS August 2014- August 2016
- Mintel’s financial confidence tracker
-
- Figure 3: Trends in consumer sentiment for the coming year, Jan 2015 – Aug 2016
- John Lewis
-
- Figure 4: John Lewis: Year-on-year growth, May 2015-August 2016
- Inflation and wages
-
- Figure 5: Real wages growth: Wages growth vs inflation, 2011-16
- Inflation
-
- Figure 6: Annual percentage change in the consumer price index for selected product groups, 2015-16
- Looking forward
Sector Focus
-
- Specialists suffering…
-
- Figure 7: Annual % change in clothing retail sales, non-seasonally adjusted, by month, Jan-2015-Aug 2016
- …but spending is up
-
- Figure 8: Consumer spending on clothing, at current prices, non-seasonally adjusted, Q1 2013 – Q1 2016
- The underperformance of the market leading specialists
-
- Figure 9: Estimated leading clothing specialists as a % of all consumer spending on clothing, 2014
- Online-only players
-
- Figure 10: Estimated market shares of online sales of clothing and footwear, 2014
- The failure of BHS and Austin Reed
- Supermarkets
-
- Figure 11: Estimated leading grocery retailers share of all consumer spending on clothing and footwear, 2014
- Department stores
- The weather
- Final thoughts
Headlines for the Month
-
- Grocers
- Multi-sector retailing
- DIY retailing
- Home shopping
- Sports and leisure goods retailing
- Economy
News Analysis – Food and Drink
-
- Convenience Stores
- UK: McColl’s like-for-like sales fall 1.8%
- UK: Premier reaches 3,300 stores
- Grocers
- UK: Asda
- …full-year sales decline 3.7%
- …offloads photo division
- … Q2 like-for-like sales tumble 7.5%
- UK: Morrisons
- …completes sale of Fresh Direct stake
- …head office staff sent to help with heatwave rush in stores
- UK: Sainbury's
- …launches Tu Premium range
- …reveals Mini Habitat concession plans
- …trials 'slow shopping' scheme
- UK: Sicilian supermarket opens first shop in London
- UK: Supermarket quarterly sales fall below £100bn
- UK: Tesco
- …ramps up online offer with same-day click-and-collect
- …rolls out Scan as you Shop service
- …trials 24-hour stores as night tube launches
- Other food specialists
- UK: West Cornwall Pasty Co like-for-like sales rise 7.6%
- UK: Whittard delivers 'solid progress' in 2015
News Analysis – Non-food
-
- Clothing retailing
- UK: Bhs
- …international owner may revive the chain in the UK
- …international owners purchase customer details
- UK: French Connection eyed by Maplin owner
- UK: H&M
- …expands Cos and Monki into Bristol
- …considers standalone menswear stores
- UK: Hunkemöller launches UK website
- UK: Joules profits surge as a listed company
- UK: Jimmy Choo revenues grow 7.1%
- UK: Lavitta expands to 10 stores
- UK: Mamas and Papas opens new small format shop
- UK: Monsoon Accessorize to shutter 141 dual-branded stores
- UK: Oasis opens first market town store
- UK: Pep&Co reveals ambitious expansion plans
- UK: River Island to partner with Snapchat
- UK: Scarlett & Jo seeks investor funding
- UK: Suitsupply launches digital styling service
- UK: TJX Europe reports slower than anticipated UK sales
- UK: Topshop unveils see now, buy now runway initiative
- Multi-sector retailing
- UK: B&M ramps up garden centre expansion
- UK: Marks and Spencer
- …boss considers scaling back international stores
- …confirms 525 job cuts
- UK: Mothercare launches upgraded website
- UK: Poundland shareholders approve takeover by Steinhoff
- UK: Steinhoff and Poundland announce final revised offer
- UK: Wilko poaches Argos retail director as London expansion ramps up
- Department stores
- UK: Fenwick to open in Colchester following £35m redevelopment
- UK: John Lewis
- …invests £9m in beauty offer
- …outlines fashion and beauty focus for first Essex store
- …supports suppliers with 'Made Locally' scheme
- DIY retailing
- UK: Homebase sales rise 7.5% under Wesfarmers ownership
- UK: Kingfisher's UK division drives growth
- Electrical retailing
- UK: Brighthouse revenues increase 1.7%
- UK: Dixons Carphone like-for like revenues rise 4%
- Furniture retailing
- UK: DFS continues strong performance in the second half
- UK: Dwell to open new concept store
- UK: IKEA opens Order & Collection store in Westfield
- UK: Mattress brand Casper launches in the UK
- Homewares retailing
- UK: Cath Kidston set to launch in Latin America
- UK: Laura Ashley like-for-like sales rise 4.1%
- Home shopping
- UK: Amazon
- …launches one-hour restaurant delivery service
- …rolls out Dash button in the UK and Germany
- …to create 500 jobs with new distribution centre
- UK: Asos launches plus-size menswear
- UK: eBay launches hub for plus-size fashion
- UK: Farfetch surprises millionth customer with free order
- UK: Findel approaches Terry Duddy for chairmanship
- UK: Gear4music sales surge 73%
- UK: Hello Fresh hosts cook-a-long events
- UK: Notonthehighstreet secures £21m investment
- UK: Ocado unveils 'Organic Kitchen' campaign
- UK: PrettyLittleThing partners with Doddle
- UK: Shop Direct delivers 43.6% profit growth as investment pays off
- Health & beauty retailing
- UK: Lloyds rebrands Sainsbury's in-store pharmacies
- UK: The Body Shop expands into Chile
- UK: The Fragrance Shop offers one hour delivery
- Book and stationery retailing
- UK: Card Factory sales grow 4.8%
- UK: WH Smith performs in line with expectations
- Sports and leisure goods retailing
- UK: Evans Cycles' chief departs after profit slump
- UK: Halfords retail revenues grow 4.8%
- UK: JD Sports
- …eyes Go Outdoors acquisition
- …secures second Oxford Street store
- UK: Mountain Warehouse launches childrenswear for Zakti
- UK: Sports Direct changes zero-hours contract practises
- Jewellers
- UK: Boutique.Goldsmiths hosts Olivia Burton embossing stations
- Toys and games retailing
- UK: Hawkins Bazaar outlines five-year expansion plan
- UK: The Toy Store eyes new UK stores despite Oxford Street closure
- Economy
- UK: Retail footfall dips 0.4% in July
- UK: Retail sales rise 3.6% in July
- UK: Retail sales slow in August amid Olympics hype
- UK: SaveTheHighStreet.org launches to 'revive' the high street
- UK: Shop vacancies rise above 10%
- UK: Worldpay finds 'seismic' shift in consumer payment preferences
Back to top