Table of Contents
Analyst Comment
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- 2017, looking back, looking forward
- Worsening economic background
- Growing focus on C-stores
- Homewares
- Clothing
- Online
- Looking forward
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, Nov 2015-Nov 2017
- John Lewis
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- Figure 3: John Lewis: year-on-year growth, Nov 2016-Dec 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
- Looking forward
Sector Focus – Online Retailing
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- Online growth accelerated in 2016 and the trend has continued in 2017
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- Figure 6: All online retail sales, annual growth by month, non-seasonally adjusted, Aug 2016-Nov 2017
- November 2017 hits record new average weekly sales highs…
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- Figure 7: All online retail sales, average weekly sales, non-seasonally adjusted, Aug 2016-Nov 2017
- …and November 2017 also sets new highs for share of spending
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- Figure 8: Online sales as a proportion of all retailing (ex-fuel), by month, non-seasonally adjusted, Aug 2016-Nov 2017
- Online and Black Friday
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- Figure 9: Black Friday purchasing 2016, by electricals and non-electricals, December 2016
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- Figure 10: Attitudes to promotions and pricing online, May 2017
Innovation and Launch Activity
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- Tesco launches pet-friendly ‘Pawsecco’
- Aldi launches Christmas jumpers for dogs
- Sainsbury’s sets up record label
- Amazon to open pop-up Black Friday shop
- Sainsbury's trials pizza delivery service
- MMUK to open first men’s makeup store in UK
- Hotel Chocolat to create beauty line
- Mountain Warehouse founder launches new retail concept
Headlines for the Month
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- Co-ops
- Convenience stores
- Grocers
- Off-licences
- Clothing retailing
- Shopping centres
- Mixed goods retailing
- DIY retailing
- Furniture retailing
- Sports & leisure goods retailing
News Analysis – Food and Drink
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- Co-ops
- UK: Co-op
- …and Iceland back bottle deposit return scheme
- …strikes deal with Costcutter
- …East of England Co-op sells food after ‘best before’ date
- …Nisa members approve takeover by Co-op
- Convenience stores
- UK: McColl’s achieves revenues of £1bn
- UK: Nisa to supply McColls after P&H collapse
- UK: Palmer & Harvey goes into administration
- Grocers
- UK: Asda
- …800 staff face pay cut or redundancy
- …reports 1.1% rise in sales for third quarter
- …rolls out vegan mince pies
- UK: Booths to be sold following ‘tough trading’
- UK: Morrisons store in Leeds opens bar for shoppers
- UK: Sainsbury's
- Enters partnership with Zizzi
- …launches instore coffee bar
- UK: Tesco
- …£3.7 billion Booker takeover deal given provisional approval
- …expands vegetarian and vegan Christmas offers
- UK: Waitrose
- …expands click-and-collect service
- …launches brussel sprouts wreath
- Off-licences
- UK: Majestic Wine H1 revenue up 5.7%
News Analysis – Clothing and Footwear
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- UK: Aquascutum reports decline in sales and profits
- UK: Bonmarche posts rise in revenue and profit
- UK: Canada Goose opens London flagship store
- UK: Edinburgh Woollen Mill Group profits fall 5.9%
- UK: Foschini reportedly eyeing Jigsaw takeover
- UK: Mulberry retail sales up 2% for H1
- UK: Next
- …participates in Black Friday for first time
- …to open shops in Tesco stores
- UK: Quiz posts strong growth in H1 results
- UK: Sales up at Ted Baker, despite ‘challenging conditions’ on the high street
- UK: Vivienne Westwood annual profits plummet
- Footwear retailing
- UK: Shoon goes into administration
News Analysis – Mixed Goods
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- UK: Argos starts Black Friday three hours early
- UK: B&M revenues up 21.7%
- UK: Mountain Warehouse founder launches new retail concept
- UK: Poundland to start selling mattresses
- UK: Poundstretcher turnover falls 7.5%
News Analysis – Multi-Sector
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- UK: Mothercare losses increases despite rise in sales
- Department stores
- UK: Fortnum & Mason sales grow 14%
- UK: Harrods
- …CFO resigns
- …to undergo major revamp
- UK: John Lewis experiences strong Black Friday
News Analysis – Home and Household Goods
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- DIY retailing
- UK: Homebase to phase out bee-harming pesticides
- UK: Kingfisher like-for-like sales down 0.5%
- UK: Topps Tiles profits fall 15.0%
- Electrical retailing
- UK: BrightHouse reaches £220 million restructuring deal
- UK: Dixons Carphone starts longest Black Friday sale yet
- UK: GAME
- …to trial THREE instore concessions
- …digital sales fall 2.4%
- …to sell Multiplay Digital for £19 million
- UK: Maplin
- …partners with tech repair specialist iSmash
- …sales up 0.5%
- Furniture retailing
- UK: DFS and Sofology merger given go-ahead by CMA
- UK: Feather & Black goes into administration
- UK: Furniture Village profits fall 31%
- UK: IKEA sales increase by 5.8%
- UK: Multiyork goes into administration
- UK: SCS has positive first quarter
News Analysis – Online
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- UK: Amazon
- …introduces Amazon Prime Villages
- …meal kits to hit UK shelves
- UK: AO revenues rise 13.3% in H1
- UK: ASOS expands same-day delivery
- UK: eve Sleep revenues rise 130%
- UK: Farfetch revenues grow but losses increase
- UK: Mamas & Papas introduces new online store
- UK: MMUK to open first men’s makeup store in UK
- UK: Moonpig appoints Peter Donlon as CTO
- UK: Plans for buses to be used to make deliveries
- UK: UPS to use power-assisted bike trailer for last-mile deliveries
News Analysis – Other Sectors
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- Health & beauty retailing
- UK: JML launches cosmetics range
- Book and stationery retailing
- UK: Card Factory sales up 6.7%
- Sports and leisure goods retailing
- UK: Ellesse opens first store in the UK
- UK: Go Outdoors sales rise 5.8%
- UK: Mountain Warehouse profits up by 18%
- UK: Patagonia to re-enter the UK high street
- Toys and games retailing
- UK: The Entertainer launches joint entry into Malta
- UK: Toys R Us prepares to close 25 stores
- Pets and pet products retailing
- UK: Pets at Home profits decline by 11.3%
- Shopping centres
- UK: Westfield Croydon shopping centre given go-ahead
- UK: Designer outlet centre confirmed for West Midlands
- UK: Hammerson and Intu to merge in a £3.4 billion deal
News Analysis – Economy
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- UK: Black Friday Analyst Comment
- UK: BRC
- …footfall down to lowest level since 2013
- …retail sales up 1.5% in November
- …shop price deflation at four year low
- UK: Retail sales suffer volume decline, but rise in value according to ONS
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