Table of Contents
Analyst Comment
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- Christmas 2017 – The story so far
- The big themes
- Retail sales in December
- Discounting
- Trust
- Food retailers
- Who’s best placed for 2017?
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, Nov 2015-Dec 2016
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, Dec 2015-Jan 2017
- Inflation and wages
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- Figure 4: Real wages growth: Wages growth vs inflation, 2010-16
- 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 – Food Retailing
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- Christmas: a surprisingly weak end to the year for the specialists
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- Figure 6: Annual percentage change in the value sales of food retailers, Nov 2015-Dec16
- Figure 7: Annual percentage change in the value sales of food retailers, detailed breakdown, Nov 2015-Dec 16
- Inflation: Brexit starting to have an effect
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- Figure 8: Annual percentage change in the price of food and non-alcoholic beverages, Apr-Dec 2016
- Volume growth continues to be strong
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- Figure 9: Annual non-seasonally adjusted percentage change in the volume of goods sold in food stores, Nov 2015-Dec 2016
- Figure 10: Annual percentage change in the volume sales of food retailers, detailed breakdown, Nov 2015-Dec 16
- Online: takes a record December share
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- Figure 11: online sales as a percentage of all food retail sales, Nov 2014-Dec 2016
- How did they perform over Christmas?
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- Figure 12: Like-for-like sales performance of the major grocers over the Christmas period, 2016
Headlines for the Month
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- Grocers
- Clothing retailers
- Multi-sector retailing
- Electrical retailing
- Home shopping
- Economy
News Analysis – Food and Drink
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- Convenience retailers
- UK: McColl’s gets the go ahead for Co-op store acquisition
- UK: Nisa sees fresh food drive Christmas
- UK: The Co-op to invest £15m in rewards
- Grocers
- UK: Aldi
- …growth boosted by premium ranges
- …Specially Selected range sales lift by 25%
- UK: Asda launches 20p Christmas dinner offers
- UK: EasyFoodstore considers further shops
- UK: Lidl to build new London head office
- UK: Morrisons announces new price cuts
- UK: Waitrose unveils new format with The Kitchen
News Analysis – Non-food
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- Clothing retailing
- UK: Boux Avenue leads growth for the Paphitis Group
- UK: Fat Face to trial store closures on Boxing Day
- UK: Jigsaw sales rise 10% over Christmas
- UK: Mamas & Papas Christmas sales up 11%
- UK: Next 4th quarter sales decline 0.4%
- UK: Oui plans expansion into the UK
- UK: Philip Plein opens first UK store
- UK: River Island launches men's activewear range
- UK: Topshop to launch in China
- Footwear retailing
- UK: Adidas launches 3D printed trainer range
- UK: Dr Marten's to open 100 new stores over five years
- UK: Russell & Bromley sales down 4.9%
- Multi-sector retailing
- UK: B&M reports strong Christmas trading
- UK: Poundland to add clothing to assortment
- Department stores
- UK: Debenhams launches athleisure range
- UK: Debenhams set to reduce designer partnerships
- UK: Harvey Nichols profits halve following refurbishments
- UK: House of Fraser opens first standalone store in China
- UK: John Lewis Partnership
- …see sales fall 10.8% post-Christmas
- …sales fall 0.6% in week 20
- UK: Selfridges sales driven by events and tourist spend
- DIY retailing
- UK: Screwfix plans new warehouse to support growth
- Electrical retailing
- UK: Dixons Carphone delivers 19% profit growth
- UK: Maplin
- …ramps up content with Amplience partnership
- …sees drones fly off the shelves
- Carpet retailing
- UK: Carpetright sales fall 3.8%
- UK: United Carpets like-for-like sales rise 2.1%
- Furniture retailing
- UK: Dreams launches new store concept
- UK: Fabb Sofas to open four stores prior to Boxing Day
- UK: Oak Furniture Land eyes sale to fund US growth
- Home shopping
- UK: Asos to double UK-manufactured product
- UK: Gear4Music sales rise 55%
- UK: Missguided
- …founder launches new menswear line on Asos
- …to open second store
- UK: The White Company reports another record year
- Health and beauty retailing
- UK: Dermalogica installs digital signs across estate
- UK: Luxury brands drive sales at The Fragrance Shop
- Book and stationery retailing
- UK: Typo opens first UK store
- Video and gaming retailers
- UK: Game unveils new gaming areas in-store
- Sports and leisure goods retailing
- UK: Mountain Warehouse boosted by international sales
- UK: Sports Direct
- …sells Dunlop brand for $112m
- …to sell off more brands in upmarket push
- Shopping locations
- UK: Ards footfall boosted by new retail and leisure space
- UK: Footfall down over Christmas and New Year
- Economy
- UK: Government declines appeal to ban store openings on Boxing Day
- UK: Retail footfall declines in November despite Black Friday
- UK: Retail sales rise 6.1%
- UK: Shop prices fall 1.4% in December
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