Table of Contents
Analyst Comment
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- Tesco reasserting its leadership
- Battle of wills
- Leadership
- PR
- Brexit concerns
- Where next?
Retail Sales – Background and Outlook
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2015/16
- Figure 2: UK retail sales y/y growth, BRC vs ONS, Sep 2014- Sep 2016
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, Jun 2015- Oct 2016
- Inflation and wages
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- Figure 4: Real wages growth: Wages growth vs inflation, 2010-2016
- 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 – Food Retailing
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- Retail Sales Performance
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- Figure 6: Retail sales: Annual % change in value and volume sales in all food stores, non-seasonally adjusted, Jan 2015-Sep 2016
- Specialists and small businesses outperformed during the summer
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- Figure 7: Retail sales: Annual % change in value and sales in food stores, by operation, Jan 2015-Sep 2016
- Online Retail Sales
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- Figure 8: Online retail sales: Annual % change in the value of online sales through food stores, Jan 2015-Sep 2016
- Food prices continue to fall
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- Figure 9: Consumer price inflation: Annual % change in the price of food and non-alcoholic beverages and alcoholic beverages and tobacco, Jan 2015-Sep 2016
- How are the market leaders performing?
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- Figure 10: Leading food retailers, Latest figures, October 2016
- Where next?
Headlines for the Month
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- Grocers
- Clothing retailing
- Department stores
- DIY retailing
- Homewares retailing
- Home shopping
- Economy
News Analysis – Food and Drink
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- Convenience stores
- UK: Booker like-for-like sales fall 0.4%
- UK: Nisa sales rise 1.1%
- Grocers
- UK: Aldi
- …sales rise 12% to £7.7bn
- UK: Aldi
- …takes on the high street with womenswear range
- UK: Iceland to reveal new store concept
- UK: John Lewis Partnership profits plunge 58%
- UK: Morrisons
- …forges locker deal with Amazon
- …sees like-for-likes grow 1.4% in the first half
- …trials in-store student discount
- UK: Sainsbury's
- …channels investment into online fulfilment
- …extends one-hour bicycle delivery trial
- …like-for-like sales dip 1.1%
- UK: Supermarkets expected to decrease package sizes as costs rise
- UK: Supermarkets to benefit from fall in business rates
- UK: Tesco UK like-for-like sales increase 0.6%
- UK: The Co-operative
- …convenience business drives growth
- …unveils premium own-label plans
- …refreshes loyalty scheme
- UK: Waitrose adds 500 new items to premium line
- Other food and drink specialists
- UK: Greggs sales rise 5.6%
- UK: Majestic Wine profits fall below expectations
News Analysis – Non-food
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- Clothing retailing
- UK: Arcadia introduces interest-free credit payment online
- UK: Bhs
- …to relaunch online this week
- …launches first two Christmas ranges
- UK: Bonmarché issues profit warning after poor September trading
- UK: Fat Face
- …pledges full price promise
- …profits hit by unseasonal weather
- UK: French Connection retail revenue down 2.3%
- UK: Jack Wills bought out by BlueGem
- UK: Matalan opens first standalone home store
- UK: Moss Bros continues to perform positively
- UK: Mothercare launches 'Welcome to the Club'
- UK: Next
- …half year sales up 2.6%
- …to open in former Bhs store
- UK: Phase Eight report strong international growth
- UK: Primark like-for-like sales dip 2%
- UK: River Island sales remain flat
- Footwear retailing
- UK: Schuh reports strong profit growth
- Multi-sector retailing
- UK: Poundland and Pep&Co may swap some stores
- UK: The Original Factory Shop sales rise 6%
- Department Stores
- UK: House of Fraser EBITDA tumbles to £1.1m
- UK: John Lewis
- …Andy Street stands down
- …launches single financial services brand
- …profits plunge 58%
- DIY retailing
- UK: Kingfisher like-for-likes grow 3.3% in first half
- UK: Topps Tiles expects revenues to reach £215m
- Electrical retailing
- UK: Brighthouse's credit checks are hitting profits
- UK: BT unveils new concept store to inspire retailers
- Music and video goods retailing
- UK: HMV suffers an £8.8m pre-tax loss
- UK: GAME divests UK property
- UK: The Entertainer pre-tax profits reach £8.1 million
- Furniture retailing
- UK: DFS revenues rise 7.1%
- UK: OKA Direct posts 12% sales rise
- UK: ScS delivers 14.8% rise in like-for-like orders
- Homewares retailing
- UK: Cath Kidston taken over by Baring Asia
- UK: Dunelm
- …delivers modest like-for-like growth
- …sales fall amid weak out-of-town footfall
- UK: KitchenAid opens experience-led first UK shop
- UK: Lakeland profits fall despite sales rise
- Home shopping
- UK: Amazon
- …Fashion launches first UK television campaign
- …opens new distribution centre
- UK: AO World signs for new London warehouse
- UK: Boden profits slip in a "challenging" year
- UK: Boohoo revenues surge 40%
- UK: Made.com full-year sales surge 44%
- UK: Majestic Wine profits fall below expectations
- UK: Missguided
- …launches beauty range
- …unveils new maternity range
- UK: Mr Porter launches shoppable Apple TV app
- UK: Ocado gross sales grow 15.4%
- Health & Beauty retailing
- UK: The Fragrance Shop sales up 9.4%
- Book and stationery retailing
- UK: Card Factory delivers 'solid set of results'
- UK: Paperchase prepares for £150m flotation
- UK: Ryman acquires London Graphic Centre
- UK: The Works full-year sales rise 9%
- UK: Typo debuts in the UK, as Smiggle expands
- Sports and Leisure Goods Retailing
- UK: JD Sports revenues surge as international expansion continues
- UK: Sports Direct issues third profit warning this year
- Florists
- UK: Interflora extends delivery options
- Pet products retailing
- UK: Pets at Home appoints new CFO
- Shopping Locations
- UK: Network Rail retail sales rise 4.1% like-for-like
- UK: New West End Company reports boost in overseas spending
- UK: Westfield set for successful 'Golden Week'
- Economy
- UK: BRC warns of need for consumer-first Brexit strategy
- UK: Cash payments fall 5% in 2015
- UK: Food prices fall by record 1.3%
- UK: MasterCard launches 'selfie' payment verification
- UK: Planned investment in the convenience sector falls to lowest level
- UK: Retail footfall rises 0.1%
- UK: Retail sales grow by 3.8% in August
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