Table of Contents
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
- “Small retailers” versus “large retailers”
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, July 2017-November 2019
- John Lewis
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- Figure 3: John Lewis Department Stores: year-on-year growth, March 2018-November 2019
- Inflation
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- Figure 4: Annual percentage change in the consumer price index for selected product groups, November 2018-November 2019
- Inflation and wages
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- Figure 5: Real wages growth: wages growth vs inflation, Jan 2016-Nov 2019
- Consumer confidence
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- Figure 6: Mintel financial confidence tracker, January 2017-October 2019
- Looking forward
Sector Focus – Grocery Retailing
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- Retail sales value rises but growth slows down in November
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- Figure 7: Annual non-seasonally adjusted percentage change in the value sales of food retailers at current prices, January 2018-November 2019
- Upward trend in food inflation stabilises in second half of 2019
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- Figure 8: Annual percentage change in the price of food and non-alcoholic beverages, Jan 2018-Nov 2019
- Retail sales volume drops in November 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-November 2019
- Consumers’ concern about food waste forces grocery sector to react
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- Figure 10: Attitudes towards food waste at grocery retailers, August 2018
- Reducing food waste by selling outdated products
- What it means
Launch Activity and Innovations
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- UK: Asda opens bulk-buy concept store in Bristol
- UK: Sainsbury’s and Coles team up
- UK: Mulberry launches concept store in Leeds
Headlines for the Month
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- Grocers
- Other food and drink specialists
- Clothing retailing
- Footwear retailing
- Mixed goods
- Department stores
- DIY retailing
- Online
News Analysis – Food and Drink
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- Grocers
- UK: Asda
- …like-for-like sales down 0.5%
- …rolls out ‘Asda Recipes’ tool to its website
- UK: Lidl
- …announces latest UK expansion plans
- …gives 19,000 of its employees a pay rise
- UK: Morrisons
- …removes black plastic from own brand packaging
- …to offer best before food boxes
- UK: Sainsbury’s launches biggest Christmas charity in store
- Other food and drink specialists
- UK: Cake Box half year profits see 27% lift
- UK: Holland & Barrett to offer products past best before dates
- UK: Naked Wines losses widen to £5.7m
News Analysis – Clothing and Footwear
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- UK: Abercrombie & Fitch opens at Westfield London
- UK: All Good Things launches new stores
- UK: Burberry revenues rise 3% to £1,281 million
- UK: Handbag Clinic launches capital-raising campaign
- UK: Joules retail sales grow despite challenging trading environment
- UK: Kate Spade pops up at Liverpool ONE
- UK: Mulberry
- …losses widen to £9.9 million
- …new Portobello Tote is made from 100% eco leather
- UK: New Look sales fall despite narrowing losses
- UK: Oasis sees 175% increase in campaign revenue through targeted video marketing
- UK: Peacocks set to buy Bonmarché out of administration
- UK: Quiz results swing to loss as brand blames ‘challenging market’
- UK: Seren & An Indian Summer open Christmas pop-ups
- UK: Ted Baker
- …issues profit warning along with the departure of its CEO and executive chairman
- …reveals £25 million overstatement for inventory
- UK: Timberland sustainable store on Carnaby Street
- UK: Trotters report 50% growth in e-commerce sales
- UK: Wood Wood opens flagship in Soho
- Footwear retailing
- UK: Clarks calls in advisors
- UK: Shoenvious launches in the UK
- UK: Steve Madden opens first store after a decade
News Analysis – Mixed Goods
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- UK: B&M posts a fall in pre-tax profits
- UK: Mamas & Papas close six stores as part of pre pack deal
- UK: Mothercare losses widen
- UK: Poundland rolls out its simple pricing structure nationwide
- UK: The Original Factory Shop posts 13% decline in revenue
- Multi-sector
- UK: M&S
- …grows its urban farming concept
- …considers downsizing flagship stores in a review of its 20 largest shops
- Department stores
- UK: Fortnum & Mason sees pre-tax profit rise 26%
- UK: John Lewis
- …launches two DnaNudge pop-ups in London
- …opens ‘experience playground’ new format store
- UK: Selfridges
- …teams up with Instagram for pop-up
- …permanent cinema opens
- UK: Watt Brothers Glasgow flagship to close mid-December
News Analysis – Household Goods
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- DIY retailing
- UK: Kingfisher sales up 0.4% in the third quarter
- UK: Topps Tiles posts 1.6% decline in pre-tax profits
- UK: Wickes to be demerged from Travis Perkins in the new year
- Carpet retailing
- UK: Carpetright accepts Meditor takeover offer
- Furniture retailing
- UK: Arlo & Jacob opens new London flagship
- UK: Dunelm expects a boost in profits following success of new website
- UK: ScS weathers political uncertainty despite sales fall
News Analysis – Online
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- UK: Black Friday contributes to a record performance at Angling Direct
- UK: Lovehoney opens first brick and mortar pop-up
- UK: Misguided teams up with Icelolly.com
- UK: Ocado to open ‘mini’ customer fulfilment centre
- UK: Sosandar revenues up by 53%
News Analysis – Other Retail
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- Health & beauty
- UK: After Beauty launches ‘beauty playground’
- UK: L’Occitane launches Beauty café in London
- UK: Seekology opens new Richmond store
- UK: The Body Shop posts rising profits and sales
- Book and stationery
- UK: Card Factory posts 5% rise in sales
- UK: Clintons
- …continues to Christmas trade as it closes pre-pack administration deal
- …to close stores and cut rents
- Sports and leisure goods retailing
- UK: Adidas launches AR experiences at London flagship
- UK: Sports Direct
- …owner Mike Ashley to demand turnover rents across retail empire
- …to rebrand into Frasers Group
- Jewellers
- UK: LVMH
- …buys Tiffany & Co
- …ups its bid to £12bn for Tiffany & Co
- UK: Watches of Switzerland profits from robust luxury watch market
- Garden centres
- UK: acquisitions help fuel growth at Dobbies
- Shopping centres
- UK: Hammerson offloads St Oswald’s retail park
- UK: property owner of shopping centre Trinity Leeds posts a pre-tax loss of £147 million
- UK: Westfield London
- …brings digital beauty brands to bricks and mortars
- …opens dog hotel
- Toys and games
- UK: A ‘Quiet Hour’ at the Entertainer this Christmas
- Pets and pets products
- UK: Pets at Home pre-tax profit increases 10.2%
News Analysis – Economy
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- UK: Black Friday distorts decline in November retail sales
- UK: ONS results show 3.0% rise in all retail sales for October
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