Table of Contents
Analyst Comment – Ocado and M&S join forces
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- Ocado’s eventful start to 2019…
- The deal
- Where does it leave Waitrose?
- What it means for M&S and Ocado
- What it means for the sector
UK Retail Sales
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2018/19
- BRC vs ONS
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, February 2017- February 2019
- John Lewis
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- Figure 3: John Lewis Department Stores: Year-on-Year Growth, Oct 2017- Mar 2019
- Inflation
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- Figure 4: Annual percentage change in the consumer price index for selected product groups, 2018-19
- Inflation and wages
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- Figure 5: Real wages growth: Wages growth vs inflation, Jan 2016- Feb 2019
- Consumer confidence
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- Figure 6: Mintel Financial confidence tracker, January 2016 – January 2019
- Looking forward
Sector Focus – Food Retailing
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- Value sales growth slows in the second half of 2018
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- Figure 7: Annual non-seasonally adjusted percentage change in the value sales of food retailers at current prices, January 2018 - January 2019
- Food inflation down year-on-year in 2018
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- Figure 8: Annual percentage change in the price of food and non-alcoholic beverages, January 2018 – January 2019
- Sales volume boosted by low sector inflation and real wage growth
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- Figure 9: Annual non-seasonally adjusted percentage change in the chained volume of goods sold in food stores, Jan 2018 – Jan 2019
- Erratic online grocery sales growth in 2018
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- Figure 10: Internet food sales: value non-seasonally adjusted percentage change YoY, Jan 2018 – Jan 2019
- Online food sales as a proportion of all food stores retail sales
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- Figure 11: Internet food sales: value non-seasonally adjusted internet sales as a proportion of all food retailing Jan 2018 – Jan 2019
- Leading supermarkets Christmas sales performance
Launch Activity and Innovations
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- UK: Co-op launching first ever franchise stores
- UK: The Wardrobe Workshop to make bricks-&-mortar debut in Chelsea
- UK: M&S and Ocado announce joint venture
Headlines for the Month
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- Convenience stores
- Grocers
- Specialist food & drink retailing
- Clothing retailing
- Footwear retailing
- Department stores
- Furniture retailing
- Homewares retailing
- Sports and leisure goods retailing
- Economy
News Analysis – Food and Drink
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- Convenience stores
- UK: McColl full year pre-tax profit declines due to supply chain issues
- Grocers
- UK: Aldi
- …opens £50 million warehouse in Kent
- …to scrap 5p plastic bags from all stores nationwide
- UK: Asda
- …records seventh consecutive quarter of sales growth
- …to re-launch its in-store radio station
- UK: Iceland
- …Christmas sales fall
- …eyes up Sainsbury’s and Asda stores ahead of proposed merger
- UK: Sainsbury’s-Asda
- …merger in doubt
- …confirms deadline extension on Sainsburys-Asda probe
- UK: Tesco swaps to Rainforest Alliance certified cocoa
- UK: Waitrose & Partners
- …partnership with Ocado to end September 2020
- …to potentially allow shoppers to pick their own fresh produce
- …using racing car technology to cut energy consumption in stores
- Specialist food & drink retailing
- UK: Greggs posts exceptionally strong start to 2019
- UK: Hotel Chocolat reports increase in first-half profits
- UK: Mike Ashley withdraws bid for Patisserie Valerie
News Analysis – Clothing and Footwear
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- UK: Anya Hindmarch up for sale
- UK: Asics forms new partnership with I:CO
- UK: Baroness Brady stands down from position at Sir Philip Green's retail group
- UK: Edinburgh Woollen Mill boss Philip Day eyeing up M&S stores
- UK: F&F clothing range launched on Next website
- UK: Jack Wills
- …forms new partnership with independent coffee shop Bear
- …swings to a full-year loss
- UK: MPs suggest tax on fashion to combat waste
- UK: New Look reports 0.9% increase in third quarter UK like-for-like sales
- UK: Primark moving over 200 UK roles to Dublin
- UK: Quiz issues profit warning
- UK: Superdry
- …chairman to stand down by year end
- …to cut jobs in cost-cutting plan
- UK: Ted Baker CEO resigns
- Footwear retailing
- UK: Clarks confirms closure of Somerset factory
- UK: Dr.Martens investing £2 million into Northampton factory site
- UK: LK Bennett
- …drafts in advisors for strategic review
- …prepares to call in administrators
- …files for administration
- UK: Office profits hit by House of Fraser collapse
- UK: Treds rescued from administration
News Analysis – Mixed Goods
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- UK: Poundland to reinvent its culture and store proposition
- Department stores
- UK: Debenhams
- …issues new profits warning
- …obtains £40 million cash injection
- UK: Harrods launches new luxury podcast
- UK: House of Fraser Belfast store safe from closure
- UK: John Lewis
- …announces JLAB innovation short list
- …underlying profits tumble 45.4%
- …recognised as a "Disability Confident Leader"
- UK: Selfridges pledges to phase out sale of exotic skins by 2020
News Analysis – Household Goods
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- DIY retailing
- UK: Wickes profits take a hit
- Electrical retailing
- UK: Raspberry Pi opens first physical store
- Furniture retailing
- UK: Better Bathrooms falls into administration
- UK: Hammonds ownership back in family hands
- UK: IKEA considering selling furniture on third-party websites
- UK: Laura Ashley
- …confirms it has not received any takeover offers
- …warns full year profits will be below market expectations
- Homewares retailing
- UK: Dunelm posts strong first half results
- UK: Joe Browns expanding into homewares
News Analysis – Online
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- UK: ASOS Gen-Z label COLLUSION exceeds sales expectations
- UK: QVC announces partnership with social commerce specialist Curalate
News Analysis – Other Retail
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- Health & beauty retailing
- UK: Boots
- …looks to cut HQ jobs as part of restructure
- …trials 10% student discount
- UK: The Fragrance Shop to open over 15 Sniff Bar sites
- Book and stationery retailing
- UK: Paperchase launches CVA
- Sports and leisure goods retailing
- UK: Findel rejects Sports Direct takeover
- UK: Gymshark announces partnership with Klarna
- UK: JD Sports acquires an 8.3% stake in Footasylum
- Garden centres
- UK: Wyevale sells another two garden centres
- Jewellery and watches retailing
- UK: TAG Heuer opening first standalone store
- Shopping centres
- UK: Liverpool Shopping Park obtains planning approval for £30 million expansion
- UK: Westfield Croydon construction delayed
News Analysis – Economy
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- UK: BRC-KPMG: Retail sales dipped in February 2019
- UK: MPs propose online sales tax in bid to save the high street
- UK: UK retail sales bounce back in January
- UK: Westminster Council gives go ahead for Oxford Street renovation
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