Table of Contents
Analyst Comment – Looking Back
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- Looking back
- Food retailing
- Discounters
- Great businesses make mistakes
- The guy at the top
- Corporate activity
- Conglomerates just don’t work.
- Gone and best forgotten
- M&S and the demise of the British textile industry
- Home shopping
- Shooting stars
- Can one rescue a failing brand?
- Back to basics
UK Retail Sales
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, June 2018 – July 2019
- BRC vs ONS
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, May 2017-July 2019
- John Lewis
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- Figure 3: John Lewis Department Stores: Year-on-Year Growth, January 2018 – August 2019
- Inflation
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- Figure 4: Annual percentage change in the consumer price index for selected product groups, July 2018- July 2019
- Inflation and wages
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- Figure 5: Real wages growth: Wages growth vs inflation, Jan 2017 – Jul 2019
- Consumer confidence
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- Figure 6: Mintel Financial confidence tracker, January 2017 – July 2019
- Looking forward
Sector Focus – Grocery
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- Retail sales value growth picks up again in 2019
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- Figure 7: Annual non-seasonally adjusted percentage change in the value sales of food retailers at current prices, January 2018 - July 2019
- Food inflation in upward trend during first half of 2019
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- Figure 8: Annual percentage change in the price of food and non-alcoholic beverages, January 2018 – July 2019
- Retail sales volume decreases in June and July 2019
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- Figure 9: Annual non-seasonally adjusted percentage change in the chained volume of goods sold in food stores, January 2018 – July 2019
- Consumers’ raised awareness against plastic
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- Figure 10: Attitudes towards plastics and packaging at grocery retailers, August 2018
- Grocers react to their consumers’ attitudes against the use of plastic
- Waitrose extends the ban on plastic to packaging
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- Figure 11: Shoppers at the Waitrose Oxford Botley Road store can refill dry goods, 2019
Launch Activity and Innovations
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- UK: Simply Fresh launches pop-up food market in Solihull
- UK: Waitrose to extend ‘While You’re Away’ delivery trial
- UK: Burberry creates a collection from sustainable nylon
Headlines for the Month
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- Grocers
- Clothing retailing
- Mixed goods and Department Stores retailing
- DIY retailing
- Electrical retailing
- Online retailing
- Health and Beauty retailing
News Analysis – Food and Drink
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- Co-ops
- UK: Co-op extends 'pay-in-aisle' to 30 stores
- Convenience stores
- UK: McColl’s reports a pre-tax loss
- UK: Simply Fresh launches pop-up food market in Solihull
- UK: Tesco to focus on convenience as it simplifies Metro store operations
- Grocers
- UK: Asda uses 90,000 plastic bottles for car park resurfacing
- UK: Iceland:
- …generates £500,000 of in-store sales from mobile discount vouchers
- …trialling new plastic bag free concept
- UK: Lidl combats plastic waste with its new reusable bags for fruit and veg
- UK: M&S
- …incentivising reusable containers for food-to-go
- …unveils a new-look food hall
- …WHSmith ready to open its M&S Food concession in Darlington
- UK: Sainsbury’s
- …and Deliveroo partner up for delivery trial
- …scraps plastic bags for fruit and veg in reusable bag trial
- UK: Tesco
- …and YO! Sushi extend partnership
- …to quit using plastic bags for grocery deliveries
- UK: Waitrose
- …closes 7 stores culling 700 jobs
- …to extend ‘While You’re Away’ delivery trial
- …waves away plastic with new multi-coloured recycled trays
- Off-licences
- UK: Majestic Wine to be acquired by US investment firm Fortress
- Other food specialists
- UK: Greggs interims post a 14.7% rise in sales
- UK: Holland & Barrett launches on-to-go lunch range
- UK: Hotel Chocolat see palatable full year sales up by 14%
News Analysis – Clothing and footwear
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- UK: Arcadia rescue faces US legal challenge
- UK: Jobs axed as Boohoo acquires Karen Millen and Coast
- UK: Burberry
- …creates a collection from sustainable nylon
- …like-for-like sales rise by 4%
- UK: Jack Wills
- …up for grabs - interested parties include Ben Sherman owner
- …Sports Direct buys Jack Wills out of administration
- …Sports Direct seeks rent cuts for Jack Wills stores
- UK: Joules report soaring full-year profits
- UK: Julian Dunkerton ‘steadies ship’ after Superdry see plunging loss in profit
- UK: The last of Bonmarché’s shareholders sells to Philip Day
- UK: Next posts 4.3% increase in full price sales for H1
- UK: White Stuff profits slump from digital spend and discounting
- UK: £7 million raised for Sosander through sale of new shares
- Footwear retailing
- UK: Russell & Bromley to join the line-up at Covent Garden
- UK: Vans to occupy former Miss Selfridge flagship site
News Analysis - Mixed Goods
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- Department stores
- UK: Bluegem capital offloads Liberty in a £300 million deal
- UK: Debenhams
- …to launch new in-house brands
- …asks lenders for additional £50 million
- UK: John Lewis to launch new in-house menswear brand
- Multi-sector retailing
- UK: B&M posts ‘record breaking’ sales
- UK: Flying Tiger halts UK store openings after profits plunge
- UK: Poundland outperforms the high street with reported revenue growth of 1.6%
News Analysis – Household Goods
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- DIY retailing
- UK: Homebase saves Bathstore from administration
- UK: Travis Perkins
- …accelerates Wickes disposal plans
- …set to demerge Wickes
- Electrical retailing
- UK: Dixons Carphone launches AR experience
- Furniture retailing
- UK: After a strong trading performance DFS profits are on track
- Homewares retailing
- UK: Sales soar for Dunelm
News Analysis – Online
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- UK: Amazon set to open second Clicks & Mortar store in Cardiff
- UK: ASOS issues profit warning
- UK: Emma Mattress revenues grow to £18m
- UK: Eve Sleep posts 0.9% dip in half year results
- UK: Findel makes ‘solid start to the year’
- UK: Opumo receives investment from Scandi fund
- UK: Takeaway.com and Just Eat agree on merger terms
News Analysis – Other Retail
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- Health & beauty retailing
- UK: Boots trials reverse vending machines
- UK: Bodycare FY2018: modest growth and profit drop
- UK: Molton Brown’s debut in fragrances
- UK: Savers sees solid growth of 10.2% for FY2018
- Shopping centres
- UK: Hammerson hit by CVA’s and administrations
- UK: Intu seeks head office job cuts
- UK: Westfield’s UK income hit by retail CVAs
- Sports and leisure goods retailing
- UK: Sports Direct
- …delays full-year results
- …announces release date of delayed full-year results
- …posts a £54.6m loss in full-year results
- Jewellers
- UK: Watches of Switzerland recorded surging profits
- Miscellaneous Specialists
- UK: Hobbycraft's full-year profits surge
- UK: Mothercare seeks to offload UK arm following full-year losses
- UK: Pets at Home makes strong start to year
News Analysis – Economy
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- UK: BRC reports ‘weakest July on record’ for UK retailers
- UK: June retail sales up by 4.0%
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