Table of Contents
Analyst Comment – Jack’s – Looking back, looking forward
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- Jack’s in name and nature
- Fashionably-late?
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- Figure 1: The Big Four vs The Food Discounters, 2010-18
- Giant killer or master of none?
- Better to try
- Where next?
UK Retail Sales
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- Key points
- Retail sales
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- Figure 2: Retail sales trends, 2017/18
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, July 2016- August 2018
- John Lewis
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- Figure 4: John Lewis Department Stores: Year-on-Year Growth, Jun 2017- Aug 2018
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Inflation and wages
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- Figure 6: Real wages growth: Wages growth vs inflation, Jan 2015- Jul 2018
- Confidence
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- Figure 7: Mintel Financial confidence tracker, January 2016 – September 2018
- Looking forward
Sector Focus – Online Retailing
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- Online growth accelerated in 2017
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- Figure 8: All online retail sales, annual growth by month, non-seasonally adjusted, Jan 2017 –Jul 2018
- Online share of sales steadily increasing
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- Figure 9: Online share of all retail sales, monthly, Jan 2017-Jul 2018
- Share of online sales equally split
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- Figure 10: Share of online sales, store-based vs. pureplay retailers, Jan 2010-Jul 2018
- Online vs the high street
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- Figure 11: Consumer attitudes toward the effect online retailing has on the high street, April 2018
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- Figure 12: Type of retailer shopped with online in the past year, April 2018
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- Figure 13: Zalando Beauty Station store, 2018
Launch Activity and Innovations
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- UK: Jamie Oliver to join Tesco to help encourage healthy eating for customers
- UK: Sainsbury’s piloting till-free mobile payments
- UK: Boux Avenue launches activewear range
- UK: River Island launching homeware collection
- UK: Poundland launches own-brand skincare range
Headlines for the Month
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- Grocers
- Clothing retailing
- Department stores
- DIY retailing
- Furniture retailing
- Home shopping
- Book and stationery retailing
- Opticians
News Analysis – Food and Drink
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- Convenience stores
- UK: McColl’s Q3 like-for-like sales down 0.9%
- Grocers
- UK: Iceland to take over 19 Poundworld stores
- UK: Aldi promotes communications boss to new role of group director
- UK: Asda
- …axes price guarantee
- …reports fifth consecutive quarter of sales growth
- UK: Sainsbury’s
- …Asda merger given green light by major shareholder
- …CMA investigation into Sainsbury’s Asda merger officially launches
- …300 stores could be shut in Sainsbury’s Asda merger
- UK: SPAR UK launches nationwide Sparbecue campaign
News Analysis – Clothing and Footwear
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- UK: Burberry to stop destroying unsaleable products and impose fur ban
- UK: Edinburgh Woollen Mill pulls all House of Fraser concessions
- UK: Fat Face reports 7.4% rise in sales in its full year
- UK: Jack Wills
- …enlists retail expert Rob Templeman
- …founder Peter Williams leaves
- UK: Luke 1977 to open Cheltenham store
- UK: Major fire destroys Primark’s flagship Belfast store
- UK: Next opens on its largest UK stores at Intu Merry Hill
- UK: Quiz clothing hit by £400,000 House of Fraser debt repayment
- UK: Saltrock acquired by Crew clothing
- UK: Topshop announces next designer collaboration
- Footwear retailing
- UK: Footasylum warns on profit
News Analysis – Mixed Goods
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- UK: Neil Feakins hired as Wilko’s new customer insight and data director
- UK: Poundland like-for-likes grow despite trouble at parent company
- UK: Poundworld brand could be saved
News Analysis – Multi-sector
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- UK: M&S
- …hire Jeremy Pee for newly created digital role
- …implemented latest round of store closures
- Department stores
- UK: Debenhams
- …appoints Rachel Osborne as new CFO
- …launches rebrand in an attempt to modernize
- …shares rise following Mike Ashley’s House of Fraser deal
- …to roll out Doddle click and collect points
- …up to 90 redundancies to be made across Debenhams fashion and homewares division
- UK: Fenwick to cut 408 jobs
- UK: Ex-Booths CEO hired as Harrods new food and home director
- UK: Harvey Nichols rebrands as Holly Nichols for September
- UK: House of Fraser
- …bought by Sports Direct for £90m
- …cancels all online orders
- …Oxford Street store saved from closure
- …website offline following warehouse dispute
- …collapse expected to cost Mulberry £3 million
- …property plan details revealed
- …Mike Ashley to keep 80% of House of Fraser department stores open
- …The Gym Group to snap up empty House of Fraser stores
- …reaches deal with warehouse operator XPO
- …warehouses close again
- …XPO warehouses re-open
- UK: John Lewis
- …cuts 270 jobs as it undergoes rebrand
- …may take £50 million hit to profits after cutting prices this summer
News Analysis – Household Goods
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- DIY retailing
- UK: B&Q like-for-like growth up 3.6% in second quarter
- UK: Homebase
- …confirms intention to shut 42 stores
- …11,000 jobs at risk as Homebase votes on CVA
- …42 Homebase stores to shut as CVA approved
- …landlords in discussion regarding legal action over CVA
- …Amazon eyes Homebase stores to boost delivery business
- Electrical retailing
- UK: Dixons Carphone like-for-like revenue flat
- UK: GAME Digital reports small dip in revenues
- Furniture retailing
- UK: Sofology launches £22 million CGI ad campaign
- UK: Harveys launches first ever celebrity partnership with Louise Redknapp
- UK: Laura Ashley total like-for-like retail sales down 0.4%
- Homewares retailing
- UK: Fearne Cotton to launch collaboration with Cath Kidston
News Analysis – Online
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- UK: Amazon under fire for next day delivery claim
- UK: Argos launches Google voice shopping service
- UK: Notonthehighstreet.com swings to profit despite sales fall
- UK: The Cotswold Company appoints former HMV CEO Ian Topping as chairman
- UK: The Hut Group valuation hits £4bn with plans for another acquisition
News Analysis – Other Retail
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- Health & beauty retailing
- UK: Superdrug
- …targeted by hackers
- …botox and cosmetic procedures to be available in Superdrug stores
- Book and stationery retailing
- UK: Office Outlet
- …announces CVA proposal
- …CVA is approved
- UK: Waterstones buys rival bookstore Foyles
- UK: WHSmith travel arm drives full-year performance
- Sports and leisure goods retailing
- UK: Sports Direct shareholders advise to vote against Mike Ashley at AGM
- Jewellers
- UK: Robin Phillips appointed CEO at Watch Shop
- Garden centres
- UK: Wyevale sells another four of its garden centres
- Opticians
- UK: French optician to launch in the UK
- UK: Selfridges opens largest eyewear department in UK
- Toys and games retailing
- UK: Six Toys R Us stores expected to go for £40 million
- Miscellaneous specialist retailing
- UK: Away opening first international store at Seven Dials
- UK: Halford sales rise following summer boost
News Analysis – Economy
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- UK: British Retail Consortium
- …September Indian Summer could cost retail £320 million
- …August retail sales increase driven by groceries
- …shop prices rise for the first time in five years
- UK: CMA launch investigation into social media influencers
- UK: July retail sales up by 5.5%
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