Table of Contents
Analyst Comment: Tesco – Booker, a provisional go-ahead
-
- Wholesalers concerns dismissed
- Focus on retailing and the consumer
- Different sorts of C-store
- Just a battle, not the war
- Where next?
UK Retail Sales
-
- Key points
- Retail sales
-
- Figure 1: Retail sales trends, 2016/17
-
- Figure 2: UK retail sales y/y growth, BRC vs ONS, Oct 2015- Oct 2017
- John Lewis
-
- Figure 3: John Lewis: Year-on-year growth, Oct 2016- Oct 2017
- Rising inflation
-
- Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Inflation and wages
-
- Figure 5: Real wages growth: Wages growth vs inflation, 2012-17
- Confidence
-
- Figure 6: Mintel confidence tracker, current financial situation and situation compared to one year earlier, Jan 2014- Oct 2017
- Looking forward
Sector Focus – Food Retailing
-
- Underlying trends
- Specialists vs non-specialists
-
- Figure 7: Supermarkets and all retailers sales growth, 2016-17
- Figure 8: Supermarkets’ sales as % all retail sales, 2006-17
-
- Figure 9: Food specialists as % all food retailers sales, 2006-16
- The hard discounters
-
- Figure 10: Aldi plus Lidl, share of all food retailers sales, 2006-16
- Food inflation
-
- Figure 11: Inflation in food and drink, 2015-17
- Figure 12: Food and drink, 2 year change in prices, Oct 2015-Oct 2017
- Winners and losers
-
- Figure 13: Leading food retailers, like-for-like growth 2017
- Wholesaling
- Where Next?
Innovation and Launch Activity
-
- Debenhams to launch instore gyms
- River Island unveils first unisex kidswear collection
- Travelodge opens in Intu shopping centre
- Aldi reveals wine advent calendar
- John Lewis launches ‘concierge’ shopping experience
- UK: Marks & Spencer to start selling mortgages
- UK: Waitrose trials packaging made from tomato plants
Headlines for the Month
-
- Co-ops
- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- Home shopping
- Book and stationery retailing
News Analysis – Food and Drink
-
- Co-ops
- UK: Nisa recommends the Co-op takeover offer to its members
- Grocers
- UK: Asda names Roger Burnley as new CEO
- UK: Morrisons sales rise for eighth consecutive quarter
- UK: Sainsbury's
- …cuts 2,000 jobs
- …expands one hour delivery
- …launches grab & go van
- …sales up 17%
- …sets up record label
- UK: Tesco launches Christmas advert alongside charity pledge
- Off-licences
- UK: Conviviality retail sales up 10%
- UK: Majestic Wine appoints new non-executive director
News Analysis – Clothing and Footwear
-
- UK: AllSaints sales increase by 20% whilst profits fall
- UK: Burberry
- …chief creative officer to leave the company
- …revenues rise 9%
- UK: FatFace record fall in profits despite increase in revenue
- UK: French Connection to start selling affordable bridalwear
- UK: Jigsaw seeks new ownership
- UK: Matalan sales rise in Q2
- UK: Next sales rise thanks to online performance
- UK: Peter Werth to close all physical stores
- UK: Primark sales soar 19%
- UK: QUIZ sees strong growth
- UK: Sales up at Coast and Oasis
- UK: Superdry retail up 12.8%
- UK: Ted Baker retail sales grow
- UK: Zara sales rise whilst profits fall
- UK: Footasylum to float on AIM
- UK: Shoe Zone revenues fall in 2016
News Analysis – Multi-Sector
-
- UK: Argos increases Fast Track capabilities with new fulfilment centres
- UK: Flying Tiger Copenhagen sees former owner return
- UK: Halfords profits fall 9.8%
- UK: Mothercare to look at cutting up to 200 jobs
- UK: M&S
- …clothing director leaves for White Stuff
- …potentially to close more stores
- …to start selling mortgages
- …sales rise 2.6%
- Shopping centres
- UK: Travelodge opens in Intu shopping centre
- Department stores
- UK: Debenhams
- …profits fall by 44.2%
- UK: Harrods profits soar
- UK: Liberty sales, footfall and profit rise
- UK: Selfridges sales increase by 16%
News Analysis – Home and Household Goods
-
- DIY retailing
- UK: Bunnings
- …sales fell by 17.5% in Q1
- …to open 100 UK stores over five to eight years
- UK: Travis Perkins sees sales rise
- Electrical retailing
- UK: Carphone Warehouse collaborates with Goji and Nails Inc
- Carpet retailing
- UK: Carpetright sales up by 1.8%
- Furniture retailing
- UK: Dunelm profits and sales rise
- UK: The Range to open beach-themed store
News Analysis – Online shopping
-
- UK: Amazon
- …expands Dash button range to more than 100 brands
- …introduces Amazon Prime Villages
- …to open pop-up Black Friday shop
- …teams up Booths
- UK: Asos
- …introduces try before you buy
- …launches same-day delivery
- …profits and sales soar thanks to weak pound
- UK: Feelunique starts same-day delivery in London
- UK: N Brown profits stagnate whilst revenue rises
- UK: Rakuten expands European loyalty program
News Analysis – Other News
-
- Health & beauty retailing
- UK: LloydsPharmacy to close 190 stores
- Book and stationery retailing
- UK: Paperchase profits fall
- UK: WH Smith travel section boosts growth
- Sports and leisure goods retailing
- UK: Cotswold Outdoors profits fall
- UK: Go Outdoors sales rise 5.8%
- UK: Sports Direct prepares for triathlon store rollout
- Pets and pet products retailing
- UK: Just for Pets bought by PRS Trading Ltd
News Analysis – Economy
-
- UK: British Retail Consortium
- …footfall drops for September
- …September retail sales growth driven by clothes and food
- …shop price deflation remains low
- …worst performance of non-food sales since 2011
- UK: Inflation at highest point for five years
- UK: ONS shows positive retail figures for September
- UK: Unilever, Mars and and Reckitt Benckiser to sell direct to consumer
Back to top