Table of Contents
Analyst Comment – EE rolls out a new format
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- Range of outlets
- Showcase stores
- Innovations – The stores
- Innovations – Display
- Innovations – Service
- What should a mobile phone shop really be doing?
- But is that enough?
- Where next?
Retail Sales
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2016/17
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, Jul 2015- Jul 2017
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, Aug 2016- Aug 2017
- Rising inflation
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- Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Inflation and wages
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- Figure 5: Real wages growth: Wages growth vs inflation, 2014-17
- Confidence
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- Figure 6: Mintel confidence tracker, current financial situation and situation compared to one year earlier, Jan 2014- Aug 17
- Looking forward
Innovation and Launch Activity
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- John Lewis to launch tradesman service
- Asos launches own-brand beauty range
- Dixons Travel opens store on cruise ship
- Sainsbury’s pilots check-out-free store
- Marks & Spencer trial one-hour delivery
- Costcutter trials fingerprint payment system
Sector Focus – Electrical Goods Retailing
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- Consumer spending on electrical goods rises
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- Figure 7: Annual % change in consumer spending on all electrical products (Incl VAT) Q1 2015 – Q2 2017
- Figure 8: Annual % change in consumer spending on core electrical goods categories (Incl VAT), Q1 2015 – Q2 2017
- Specialist sector sales
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- Figure 9: Annual change in the value of retail sales in core electrical categories, non-seasonally adjusted, Jan 2015-Sep 2017
- Consumer price inflation increases
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- Figure 10: Annual % change in the price of electrical goods categories, April 2016-September 2017
- Black Friday
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- Figure 11: Reasons for buying and behaviour during Black Friday 2016, December 2016
Headlines for the Month
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- Co-ops
- Convenience stores
- Grocers
- Other food and drink specialists
- Clothing retailing
- Footwear retailing
- Multi-sector retailing
- Department stores
- Furniture retailing
News Analysis – Food and Drink
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- Co-ops
- UK: Co-op Food
- …increases sales and operating profit
- …teams up with parkrun charity
- Convenience stores
- UK: Costcutter trials fingerprint payment system
- UK: Nisa
- …CEO steps down
- …reports strong growth and acquires interim CEO
- UK: Palmer and Harvey in trouble
- UK: Wholesalers call for Tesco/Booker deal to be stopped
- Grocers
- UK: Aldi
- …accelerates fresh food on-the-go rollout
- …sales rise in 2016
- UK: Morrisons
- …profits rise
- …launches value vegetable box
- UK: Sainsbury’s
- …launches suit range
- …launches women's occasionwear
- …pilots check-out-free store
- UK: Tesco profits surge
- UK: Waitrose extends meal box trial
- Other food and drink specialists
- UK: Greggs new product range boost sales
- UK: Hotel Chocolat
- …launches new subscription service
- …profit and sales climb
- UK: Majestic Wine
- …appoints new non-executive director
- …overhauls website
News Analysis - Clothing and Footwear
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- UK: Alex and Ani open debut UK store
- UK: Chairman of Jack Wills leaves after a year in post
- UK: Colette to open first UK store
- UK: French Connection operating loss falls
- UK: Hill & Friends opens physical store
- UK: Matalan sales rise in Q2
- UK: Missguided launches partner label Mennace
- UK: Moss Bros sees half year sales and profits rise
- UK: New Look backtracks on chief creative officer appointment
- UK: Next sees sales and profits fall in first half year
- UK: Primark sales expected to be better than previous year
- UK: River Island sales rise whilst profits fall
- UK: Sweaty Betty reports strong 2016 sales
- UK: Ted Baker retail sales grow
- UK: TJX UK reports fall in profit
- UK: Kurt Geiger sales soar
News Analysis - Multi-Sector
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- UK: Halfords takes new CEO from Dixons Carphone
- UK: Marks & Spencer trial one-hour delivery
- UK: Mothercare appoints new CFO
- Department stores
- UK: Debenhams takes stake in on-demand beauty services company Blow
- UK: House of Fraser sales fall
- UK: John Lewis
- …profits decrease whilst sales rise
- …confirms in-store sleepover experience
- UK: Selfridges makes shopping bags from coffee cups
News Analysis – Home and Household Goods
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- UK: Kingfisher sales and profits rise during transformation
- UK: Topps Tiles sales fall
- Electrical retailing
- UK: BrightHouse up for sale
- UK: Dixons Travel opens store on cruise ship
- UK: Microsoft to open first UK store
- Furniture retailing
- UK: Barker & Stonehouse sales and profits remain steady
- UK: DFS profits down in a challenging environment
- UK: Dreams sales and profits rise for 2016
- UK: Dunelm sees sales rise but profits fall
- UK: Habitat launches click-and-collect service
- UK: IKEA acquires TaskRabbit
- UK: ScS sales and profits up for 2017
News Analysis – Online Retailing
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- UK: Amazon
- …reportedly to bid for Premier League
- …trials one hour delivery for London Fashion Week
- UK: Boohoo
- …launches own-brand beauty range
- …sales and profits soar
- UK: Shop Direct
- …CEO steps down after five years
- …profit rises thanks to mobile shopping
- UK: eBay to launch click-and-collect partnership with Doddle
- UK: Eve Sleep reports dramatic rise in sales
- UK: Five Boys Clothing opens pop up shop
- UK: Made.com
- …sales reach £91m
- …crowdsourcing its next furniture designs
- UK: Net-a-Porter to launch AI clothes picking service
- UK: Ocado revenue increases in Q3
- UK: The Hut Group acquires Illamasqua
- UK: Wiggle losses increase whilst sales increase
News Analysis – Other Retail
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- Book and stationery retailing
- UK: Card Factory sales rise whilst profits fall
- UK: Smiggle targets Europe for expansion
- Sports and leisure goods retailing
- UK: JD Sports Fashion
- …agrees to conditional combination with Sports Zone
- …reports strong performance in the first half of 2017
- UK: Sports Direct closes nearly half of Debenhams concessions
- Garden centres
- UK: Wyevale Garden Centres launches new strategy following fall in profit
- Toys and games retailing
- UK: Hobbycraft CEO steps down after eight weeks
- UK: The Entertainer posts solid sales in the first half of 2017
News Analysis – Economy
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- UK: ONS
- …inflation rate climbs to five-year high
- …a good August for retail sales
- UK: British Retail Consortium and KPMG
- …September retail sales growth driven by clothes and food
- …Shop prices on the brink of inflation
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