Table of Contents
Analyst Comment
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- Food retailers – time to take stock
- Latest figures
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- Figure 1: Leading food retailers: Latest sales performance, 2016-17
- Co-op staging a strong recovery
- Tesco recovery no flash in the pan
- Morrisons recovery also looks soundly based
- Sainsbury’s lagging behind
- Asda neglecting the basics
- Where next?
- Innovations
Retail Sales
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- Key points
- Retail sales
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- Figure 2: Retail sales trends, 2016/17
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, Jan 2015-Mar 2017
- John Lewis
- Inflation and wages
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- Figure 4: Real wages growth: Wages growth vs inflation, 2012-17
- Rising inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Looking forward
Sector Focus – Electricals retailing
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- Spending data- recovery in 2016
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- Figure 6: Spending on electricals by main product categories, 2016
- Figure 7: Main electricals sub-sectors, growth 2012-2016 and 2015-2016
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- Figure 8: Major electricals sector, quarterly performance, 2014-2016
- Black Friday
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- Figure 9: Final quarter spending on electricals as proportion of full year: deviation from the average, 2009-2016
- Retail sales
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- Figure 10: Electricals retailers year on year growth, 2015-17
- Online
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- Figure 11: Leading online retailers estimated shares of online spending on electrical goods, 2016
- Inflation
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- Figure 12: Annual % change in the price of electricals goods categories, Mar 2016- Mar 2017
- Where next?
Headlines for the Month
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- Grocers
- Clothing and footwear retailers
- Department stores
- DIY retailing
- Book retailing
- Economy
News Analysis – Food and Drink
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- Convenience stores
- UK: Booker sales hit by new Tobacco legislation
- UK: Budgens operator falls into administration
- Grocers
- UK: Booths to enter joint venture in Malaysia
- UK: Brait abandons plans to list on the London Stock Exchange
- UK: Morrisons
- …outshines the ‘big four’, industry figures suggest
- …achieves first comparable sales and profit growth since 2012
- …launches in-store Indian takeaway concept
- UK: Nisa Q4 sales increase 2.2%
- UK: Sainsbury's
- …and Argos combined like-for-like sales rise 0.3%
- …launches weather-activated digital campaign
- …set to axe Phone Shops
- …teams up with Graduate Fashion Week on high-end range
- UK: Tesco
- …agrees to pay £129m fine
- …CEO reiterates commitment to Booker deal
- …faces pressure to close stores amid Booker takeover
- …to restructure international executive team
- UK: The Co-op reports "exceptional" yearly results
- UK: Waitrose to host supper club in new store
News Analysis - Non-food
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- Clothing and footwear retailing
- UK: Ann Summers turnover declines 3%
- UK: Blue Inc
- …CVA labelled a 'stay of execution'
- …files for a CVA
- UK: Brantano falls into administration
- UK: Burberry licenses beauty business to Coty
- UK: Canada Goose set to open first UK store
- UK: Edinburgh Woollen Mill
- …likely to buy Jaeger
- …to roll out department store concept
- UK: French Connection revenues fall 6.7%
- UK: Gap launches new concept store in Bluewater
- UK: H&M
- …sales up 7% in Q1
- …to open largest UK store
- UK: Hugo Boss acts to stabilise declining sales
- UK: Jaeger likely to fall into administration
- UK: Jones Bootmaker
- …heading for administration
- …sold to private equity firm Endless
- UK: Lavitta closes all stores after a year in operation
- UK: Matalan launches in Eastern Europe
- UK: Moss Bros
- …revenue rises 5.7%
- …targets young men with prom campaign
- UK: Mothercare delivers solid quarterly performance
- UK: Next sales level for the year
- UK: Primark owner seeks new chairman
- UK: Shoe Zone eyes Brantano takeover
- UK: Ted Baker
- …launches interactive window campaign
- …sales rise 16.4%
- UK: The White Company expands US presence
- UK: Topshop managing director heads to The White Company
- Multi-sector retailing
- UK: 99p Stores falls into administration
- UK: The Original Factory Shop CEO steps down
- Department stores
- UK: Debenhams adds Preen to the Designers at Debenhams collection
- UK: House of Fraser unveils new vision
- UK: John Lewis
- …CEO Paula Nickolds warns of further job cuts
- …full-year sales rise 3.2%
- …invests in Edinburgh store
- …launches own denim lifestyle brand
- DIY retailing
- UK: Bunnings plans online launch
- UK: Kingfisher like-for-likes rise 2.3%
- UK: ManoMano gains a foothold in the UK DIY market
- UK: Topps Tiles like-for-like sale decrease 1.9%
- Furniture retailing
- UK: DFS half-year revenue boosted by new stores
- UK: ScS posts rise in sales and profits
- UK: Sharps
- …launches shopping centre presence in Intu malls
- UK: Sharps
- …put up for sale
- UK: The Range reveals plans for new headquarters
- Home Shopping
- UK: AO revenues up 17% but profits fall to zero
- UK: Asos revenues rise 37%
- UK: Farfetch launches Middle-Eastern designer collections
- UK: HelloFresh now available at Sainsbury’s
- UK: Net-a-Porter develops personal services for top customers
- UK: Ocado retail sales rise 13.1%
- Health & beauty retailing
- UK: Feelunique acquires The Beautyist
- UK: Lush ‘reviews options’ for growth outside the UK
- Book and stationery retailing
- UK: Card Factory revenue up 4.3%
- UK: Clintons unveils new fascia
- UK: Foyles sales rise 2.7%
- UK: Rebranded Staples stores to lease space in larger shops
- Sports and leisure goods retailing
- UK: Reebok launches first knitted footwear range
- Music and game retailing
- UK: Game revenues fall in a challenging market
- Luxury goods retailers
- UK: Hermés reports strong sales and profit growth
- UK: Luxury marketplace for modest fashion launches
- UK: Matches Fashion revenues jump 61%
- Jewellers
- UK: Signet Jewellers reports challenging fourth quarter
- Pet retailing
- UK: Pets at Home introduces 'peternity' leave for staff
- Shopping locations
- UK: Intu acquires shopping centre in Madrid
- UK: London's New West End to host 'smart street'
- UK: Oaktree to sell three UK shopping centres
- UK: White Rose shopping centre reveals major extension plans
- Economy
- UK: Food prices rise sharply in March
- UK: Parliamentary inquiry launched to investigate business rates
- UK: Retail footfall down 1% in February
- UK: Retail sales rise 4.7% in February
- UK: Springboard forecasts 5.4% Easter footfall boost
- UK: Visa reports slowing consumer spending
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