Table of Contents
Analyst Comment
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- Online and credit
- Some history
- What Shop Direct has done
- Credit
- Self-limiting?
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- Figure 1: How online shoppers have paid for purchases in the last 12 months, May 2017
- Where next?
UK Retail Sales
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- Key points
- Retail sales
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- Figure 2: Retail sales trends, 2016-17
- Figure 3: UK retail sales y/y growth, BRC vs ONS, May 2015-May, 2017
- John Lewis
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- Figure 4: John Lewis: year-on-year growth, Apr 2016-May 2017
- Inflation and wages
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- Figure 5: Real wages growth: wages growth vs inflation, 2012-17
- Rising inflation
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- Figure 6: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Looking forward
Sector Focus – Food Retailing
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- Value sales being driven by inflation
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- Figure 7: Annual percentage change in the value sales of food retailers, Jan 2016-May 2017
- Figure 8: Annual percentage change in the value sales of food retailers, detailed breakdown, Jan 2016-May 2017
- Inflation: Brexit starting to show its full effects
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- Figure 9: Annual percentage change in the price of food and non-alcoholic beverages and alcoholic beverages and tobacco, Sep 2016-May 2017
- Figure 10: Detailed breakdown of the annual percentage change in core food, non-alcoholic drinks and alcoholic drinks categories, Sep 2016-May 2017
- Volume growth continues to be strong
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- Figure 11: Annual percentage change in the value and volume of goods sold in food stores, Jan 2016-May 2017
- Figure 12: Annual percentage change in the volume sales of food retailers, detailed breakdown, Jan 2016-May 2017
- The Brexit effect
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- Figure 13: Consumer financial confidence over the next year, Jan 16-May 17
- What does this mean for the grocery sector?
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- Figure 14: Estimated breakdown of grocery sector sales, by channel, 2012-17
Headlines for the Month
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- Convenience stores
- Grocers
- Clothing retailing
- Footwear retailing
- Multi-sector retailing
- DIY retailing
- Electrical retailing
- Home shopping
- Book and stationery retailing
News Analysis – Food and Drink
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- Convenience stores
- UK – McColls eyes up One Stop
- UK – Spar sales rise 8.5%
- UK – Tesco's One Stop achieves 7% like-for-like growth
- Grocers
- UK – Aldi envisages ambitious UK growth
- UK – Asda shortens payment terms for suppliers
- UK – Booths chief executive departs
- UK – Iceland reports rise in full-year sales and profits
- UK – Lidl to launch fashion range with Heidi Klum
- UK – Sainsbury's
- …hires new trend team to bolster clothing ranges
- …introduces Asian buns and gluten-free options in food-to-go
- UK – Tesco
- …celebrating links with British farmers at agricultural shows
- …CEO under pressure over relocation deal
- …introduces dietary food search tool
- …introduces monthly Delivery Saver plan
- …investors oppose Booker takeover
- …to trial Currys PC World concessions in-store
- …Tesco-Booker merger faces competition inquiry
- Other food and drink specialists
- UK – Costco sales rise 8%
- UK – Conviviality retail sales increase 6.1%
- UK – Greggs makes a 'good start' to the year
News Analysis – Non-food
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- Clothing retailing
- UK – Arcadia
- …group sales fall 17%
- UK – Burberry underlying profits fall due to strategic investments
- UK – Canada Goose to open first European store in London
- UK – Edinburgh Woollen Mill opens first department store
- UK – H&M launches new loyalty scheme
- UK – Jacques Vert close to administration
- UK – Joules anticipates strengthened profit margins ahead of full results
- UK – Joy bought out of administration
- UK – Matalan’s focus on full-price sales boosts profits
- UK – Missguided opens first store outside London
- UK – New Look revenues fall 2.4%
- UK – Next secures new flagship store
- UK – Style Group Brands set to be rescued by investor group
- UK – SuperGroup global revenues boosted weak sterling
- UK – The Idle Man starts crowdfunding campaign
- Footwear retailing
- UK – Clarks
- …hires new CFO
- …profits down
- UK – Schuh sales increase 5.3%
- UK – Shoe Zone sales fall 2%
- Multi-sector retailing
- UK – B&M
- …revenues rise 19.4%
- …shareholders to sell significant stake in business
- UK – Halfords retail sales rise 8%
- UK – M&S
- …announces community transformation programme
- …sales rise 0.6%
- UK – Mothercare derives 41% of turnover online
- UK: Store Twenty One granted time to raise funds
- DIY retailing
- UK – Kingfisher revenue held back by France
- UK – Topps Tiles revenue down 1.3%
- Electrical retailing
- UK – Dixons Carphone full-year sales up 9%
- Furniture retailing
- UK – Dreams eyed by international mattress makers
- UK – Hillarys sold to Hunter Douglas
- UK – IKEA launches range with fashion stylist Bea Åkerlund
- UK – ScS MD to step down
- UK – Steinhoff UK revenues fall on sterling weakness
- Home shopping
- UK – Amara narrows losses following sales surge
- UK – Amazon
- …expands Amazon Fresh delivery to new postcodes
- …lures subscribers with exclusive live music events
- …trademarks checkout-free supermarket slogan in the UK
- UK – AO sales surpass €700m mark
- UK – ASOS unveils ambitions to bolster beauty offer
- UK – Boohoo group revenues double in Q1
- UK – Eve Sleep raises €35m through IPO
- UK – Gear4Music delivers profitable growth
- UK – MyOptique losses double
- UK – Ocado signs new European deal
- UK – Shop Direct bidders put-off by credit business
- UK – Yoox Net-a-Porter Group reveals fur-free policy
- Health and beauty retailing
- UK – Body Shop price tag hurt by decline in profits
- Book and stationery retailing
- UK – Card Factory reports strong start to the year
- UK – iCandy falls into administration
- UK – The Works set to be sold
- Sports and leisure goods retailing
- UK – JD Sports Go Outdoors acquisition approved
- UK – Mountain Warehouse eyes expansion as profits and sales rise
- Garden centres
- UK – Blue Diamond like-for-likes up 8%
- Pet specialists
- UK – Pets at Home LFL sales rise 1.5%
- Shopping locations
- UK – Westfield partnering with Uber
- Economy
- UK – BRC
- …reports decline in like-for-like retail sales
- UK – Barclaycard trials for checkout free payment app
- UK – Retail sales surge 8.1% in April
- UK – Retailers sign up to part-time worker scheme
- UK – Vacancy rate for retail warehousing units falls to new low
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