Table of Contents
Analyst Comment – New Look a Problem of Mis-diagnosis
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- Symptoms
- Treatments
- But isn’t it all about online?
- So what’s missing?
- Back to basics
UK Retail Sales
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2016/17
- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2016-2018
- John Lewis
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- Figure 3: John Lewis Department Stores: Year-on-Year Growth, 2016-2018
- Rising inflation
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- Figure 4: Annual percentage change in the consumer price index for selected product groups, 2017-18
- Inflation and wages
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- Figure 5: Real wages growth: Wages growth vs inflation, Jan 2015- Jan 2018
- Looking forward
Sector Focus – Electricals Goods Retailing
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- Consumer spending on electrical goods
- All electrical goods
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- Figure 6: Annual % change in consumer spending on all electrical products, 2015-2017
- Spending by category
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- Figure 7: Electricals goods: Man categories share of all electricals spending Q4 2016-Q3 2017
- Figure 8: Annual growth in spending in detailed electrical sectors, 2015-2017
- Specialist sector sales
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- Figure 9: Distribution of spending on electrical goods, 2017
- Two specialist sectors
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- Figure 10: Annual growth in sales of electricals specialists, 2015-2018
- Inflation
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- Figure 11: Inflation in electrical goods, by category, 2017-2018
- Recent developments – Maplin
- Where next?
Launch Activity and Innovation
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- UK: Game to open esports arenas and concessions in Sports Direct stores
- UK: Intu uses visual search AI to help drive sales
- UK: John Lewis developing social media content for staff to share
- UK: Selfridges opens instore boxing gym
- UK: Waterstones launches female author only popup
Headlines for the Month
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- Food and Drink
- Clothing and Footwear
- Home and Household Goods
- Online
- Other Retail
- Economy
News Analysis – Food and Drink
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- UK: Aldi UK CEO leaves role for promotion to board
- UK: Asda sales edge up 0.5% in Q4
- UK: Co-op to launch mobile payment app to cut queues
- UK: Countrywide Farmers enters administration
- UK: Eataly to open first store in Britain
- UK: Greggs sales up as store expansion continues
- UK: Hotel Chocolat sees strong revenue and profit growth
- UK: McColl’s sales boosted by store acquisitions
- UK: Tesco
- … Booker shareholders advised to vote against Tesco merger
- … Tesco-Booker merger approved by shareholders
- … completes Booker merger
- … plans to open discount chain
- UK: Waitrose
- … introduces Japanese gin
- … launches a range of kefir products
News Analysis – Clothing and Footwear
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- UK: Clarks chooses Soho for first Clarks Originals store
- UK: Edinburgh Woollen Mill buys supplier Berwin & Berwin
- UK: Gap teams up with Sarah Jessica Parker
- UK: Jigsaw CEO quits ahead of possible stake sale
- UK: Missguided
- … makes mannequins body-positive with stretch marks
- … to cut jobs
- UK: Mothercare issues profits warning
- UK: N Brown names Matt Davies as chairman
- UK: New Look
- … closes 60 stores as part of rescue deal
- … seeks 60% store rent reduction as it seeks CVA
- … to ask landlords for rent reductions
- … vetoes £12 million executive pay and plans to cut 60 stores
- UK: Philip Green considers selling Arcadia
- UK: Poundland accelerates Pep&Co expansion
- UK: Primark sales fall
- UK: Topshop to not take part in London Fashion Week
News Analysis – Home and Household Goods
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- Carpet retailing
- UK: Carpetright issues profit warning and enters talks with banks
- DIY retailing
- UK: Bunnings UK & Ireland suffers losses of £97 million
- UK: Grafton Group buys Leyland SDM
- UK: Travis Perkins sales rise but inflation and investment bites into profit
- Electrical retailing
- UK: Maplin
- … announces 63 head office redundancies
- … looks for a buyer
- … Maplin and Edinburgh Woolen Mill look for rescue deal
- Furniture retailing
- UK: IKEA offers 100% renewable energy tariff as it joins Big Clean Switch
- UK: Loaf expands outside of London
- UK: Oak Furniture Land appoints new COO
- UK: Steinhoff International reports 6% decline in UK sales
- Homewares Retailing
- UK: Dunelm sales rise 18.4% in H1
- UK: House to enter the UK
- UK: Laura Ashley Christmas sales fall
News Analysis – Online
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- UK: Shop Direct appoints new CEO
- UK: Ocado improves payment fraud detection
News Analysis – Other Retail
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- Book and stationery retailing
- UK: Clintons’ parent company sells majority stake
- UK: Smiggle to open on London’s Oxford Street
- UK: Waterstones launches female author only popup
- Department Stores
- UK: Debenhams
- …to rent out store space to office workers and partners with Maisons du Monde
- … to trial click, try and buy scheme
- UK: House of Fraser owner sells shares in business
- UK: John Lewis
- … Partnership sales rise but profits dive in 2017
- UK: Liberty appoints new CFO from Debenhams
- Luxury
- UK: Burberry
- … appoints new chief creative officer
- … teams up with Farfetch
- UK: Olivia Burton to open first UK store
- UK: Ray-Ban opens European flagship store in London
- Sports and Leisure Goods Retailing
- UK: Sports Direct
- … examines potential supply deal with Findel
- … increases stake in Debenhams
- Toys and Games Retailing
- UK: Toys R Us
- … given deadline ahead of tax bill
- … enters administration as Maplin holds on
- Shopping Centres
- UK: Hammerson income rises as Intu merger edges closer
- UK: Mercedes-Benz opens pop-up in Meadowhall
News Analysis - Economy
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- UK: Food boosts retail sales in February
- UK: Footfall tumbles on the high street but rises in retail parks
- UK: Inflation unchanged at 3% despite slowdown in food prices
- UK: January retail sales rise 3.6%
- UK: Shop prices fall in February
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