Table of Contents
Analyst Comment
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- Supermarkets in the firing line – again
- Small stores
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- Figure 1: Supermarkets, sales and outlet numbers, 1999-2004
- Delivered wholesale growing
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- Figure 2: Grocers – outlets numbers and leading players, 1999-2004
- Concentration being led by the small stores?
The Month in UK Retailing
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- Clothing retailing
- Topshop launches kids collection
- Green’s Arcadia enters jewellery market
- QS
- …puts 50 stores up for sale
- …but succumbs to administration
- Ethel Austin receives cash boost
- Kookaï
- …bought by Bennett brothers
- …and deal details released
- Moss Bros ends year on a high
- Oasis launches ethical line
- No buyer for Sock Shop
- Multi-sector retailing
- Boots
- …gets go ahead to form Alliance
- …while easy lines removed
- HMV
- …receives preliminary approach
- …with Waterstone waiting to pounce
- …but Permira bid rejected
- …as Ottakar’s investigation continues
- Marks & Spencer
- …looks for ethical pound
- …while Davies steps in for kidswear
- Baugur ups Woolworths stake
- ‘Electric City’ debuts
- Department stores
- Beale posts “unacceptably low” profit
- Harvey Nichols to branch into fashion
- House of Fraser gets cash boost
- DIY retailing
- Kingfisher
- …to expand Trade Depot
- …but B&Q restrains results
- …and fire ruins B&Q offensive
- Electrical retailing
- DSG International
- …drops Dixons XL
- …but looks to pick up Dabs.com
- Powerhouse
- …pulls out of Scotland
- …and announces CVA to drop shops
- Carpet retailing
- Sales edge up at Carpetright
- Furniture retailing
- Homestyle loss increases in first-half
- MFI
- …sells Hygena
- …and receives £21.8m boost
- Solid growth at Land of Leather
- Strong start for ScS
- Home shopping
- N Brown sales continue to grow
- Book and stationery retailing
- Books etc on the block
- WH Smith
- …suffers over Christmas
- …and looks to bounce back with books
- Sports and leisure goods retailing
- Ashley continues sports retailing advance
- Garden centres
- Sales flat at Dobbies
- Wyevale to sell-off 31 stores
Executive Appointments
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- Pilling leaves Asda
- M&S appoints property director
- Harvey Nichols hires legal director
- Dreams management reshuffle
- Blank to leave GUS after demerger
- Fagan stays at DSG
- Somerfield poaches B&Q man
- Mr Smith goes to Somerfield
- Smith in at Floors 2 Go
- Ross quits Iceland unexpectedly
- Instore hires retail and operations director
- Blackwell's appoints Connolly
- Brantano UK MD exits
- Matalan beefs up board
- Halfords appoints new chairman
- New operations director at Kingsley Cards
- Brasher to replace Mason at Tesco
- Waterstone’s buying manager quits
- New MD at Kwik Save
- McIntyre hoping to be the Ex factor
- Gap's international president to leave
- Shipwright new retail director at Coast
- HoF hires new womenswear development manager
- Former Claire's boss joins Shoefayre
- Asda supplements property team
- All change at Burton and Evans
Product Development – Meals & Meal Centres
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- Tesco
- Marks & Spencer
- Waitrose
- Somerfield
- Asda
- Lidl
- Sainsbury’s
- Wm Morrison
Advertising News
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- New campaigns
- Harrods
- …launches brand-led ad campaign
- …and hosts Fiat
- Waterstone’s launches Spring promo
- Borders rewards customers for feedback
- Spring rocks according to Blue Inc
- M&S retains celebrity models
- B&Q spring offensive goes up in smoke
- Superdrug forms 'model net' with Storm
- French Connection launches marketing offensive
- Avon to sponsor Footballers Wives
- WH Smith offers HC paperbacks for 99p
- Sainsbury's starts another Active Kids scheme
- Burton launches cash machine ads
- HMV to push online
- Specsavers links up with Countdown
- Account gains/losses
- Tesco
- …hands non-foods brief to Cow PR
- …and opts for DHL over Royal Mail
- Co-op ditches DM rethink
- New Look hires Euro RSCG Biss Lancaster
- Thorntons searches for Dm agency
- DFGW wins TK Maxx business
- Somerfield drops Cardew for Gainsborough
Retail Advertising Review
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- Advertising expenditure
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- Figure 3: Total advertising expenditure by all advertisers (£m), Dec 2001-Dec 2005
- Figure 4: Total advertising expenditure by all retail advertisers (£m), Dec 2001-Dec 2005
- Use of media
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- Figure 5: Use of media by retail and all advertisers (%), Dec 2004 and Dec 2005
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- Figure 6: Use of media by retail and all advertisers (£m), Dec 2004 and Dec 2005
- Top 25 retail advertisers
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- Figure 7: Top 25 retailers by adspend (£), Nov 2005-Dec 2005
- Food
- Variety stores
- Furniture
- Other
- Nielsen Media Research/Definitions
Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 8: Retail sales trends: January 2005-January 2006
- Figure 9: Non seasonally adjusted % value change on previous year, Jan 2005-Jan 2006
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- Figure 10: Seasonally adjusted % volume change on previous year, Jan 2005-Jan 2006
- Significant features of the latest ONS statistics
- Confederation of British Industry
- British Retail Consortium/KPMG
- Retail price inflation trends
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- Figure 11: Annual percentage change in retail price index for selected product groups: Jan 2005-Jan 2006
- Figure 12: Annual percentage change in retail price index for selected product groups: Jan 2005-Jan 2006
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Food and Drink Retailing
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- Sales trends
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- Figure 13: Food and drink retailers, sales trends, 1997-2005
- Figure 14: Food and drink retailers as % of all retail sales: 1997-2006
- Retail price inflation
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- Figure 15: Indices of retail prices for product categories, 2001-Jan 2006 (Jan 1987=100)
- Breakdown of sales by sub-sector
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- Figure 16: Food and drink retailers: Breakdown of sales, by sub-sector, 1999-2005
- Consumer expenditure
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- Figure 17: Consumer expenditure on selected product categories (£m), 1999-2005 Q3
- Latest trends
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- Figure 18: Food and drink retailers’ sales, 2002-05
- Tesco
- Sainsbury’s
- Asda
- Marks & Spencer
- Somerfield
- Morrisons
Sector News Review: Food and Drink
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- September
- Bakers (retail)
- Thorntons admits MBO rumours
- Convenience stores
- Tesco makes play for 30 BP sites
- Grocers
- Tesco
- …creating jobs and looking to US
- …as it mulls furniture move
- …drops Norwich Union for Direct Line
- …and is called into question by Wal-Mart
- Asda
- …begins rebrand of NI Safeway stores
- …hits back at Tesco
- …and weighs in with more price cuts
- …as the two respond to petrol concerns
- …moves ahead with In-store TV
- …and online photo shop
- …and notches up success with DIY
- Sainsbury’s
- …to increase media range
- …and launches “Try something new” campaign
- Somerfield
- …posts slight dip
- …issues bid deadline
- …and sells 12 stores
- Whittard
- …blames downturn on terrorists
- …and confirms mixed year
- …as takeover approaches fail
- Wm Morrison
- …threatened with strikes
- …as internal document angers staff
- Off-licences
- Unwins to expand wine retail concept
- October
- Bakers (retail)
- Sales slide at Thorntons
- Co-ops (retail)
- Co-op
- …hits tough times
- …as it exits department store market
- Convenience stores
- M&S trials food at forecourts
- Grocers
- Tesco
- …swaps assets with Carrefour
- …as sales soar
- Asda
- …slashes toy prices
- …and questions its staff
- Sainsbury’s
- …repositions online shopping
- …as campaign gets off to a flyer
- …and recovery remains on track
- Wm Morrison
- …disposes of forecourts
- …while workers strike in doubt
- …and interim sales slump
- Somerfield
- …finally secures consortium bid
- …and challenges sell-off ruling
- Whittard updates like-for-likes
- November
- Bakers (retail)
- Greggs continues good progress
- Grocers
- Asda
- …knocks down prices
- …expands George
- …and launches travel service
- …while plotting challenge with small store format
- …as sales rise in 2004
- …and staff numbers to grow in 2005
- Sainsbury’s
- …to bring IT back in-house
- …as it hits recovery road
- Tesco increases online focus
- Off-licences
- Majestic delivers H1 results
- December
- Grocers
- Asda reveals mini store plans
- Sainsbury’s
- …welcomes Tchibo
- …and speeds up pharmacy programme
- Whittard
- …receives takeover approach
- …and is bought out by Baugur
- Julian Graves posts excellent year
- Tesco
- …retains strength in Q3
- …and opens telecoms centres
- Safeway leaves the retailing stage
- Off-licences
- Unwins
- …sale puts future in doubt
- …as it teeters on the brink
- January
- Bakers (retail)
- Greggs solid in H2
- Thorntons
- …posts poor first-half performance
- …and gets festive boost
- Convenience stores
- M&S eyes BP for expansion
- Grocers
- Iceland
- …turnaround inspired by Walker
- …and reveals superb figures
- Sainsbury’s
- …plans January sale
- …with recovery in full swing
- Morrisons
- …offloads further stores
- …and gets mixed bag at Christmas
- Tesco reports strong Christmas/New Year
- Off-licences
- Sales sparkle at Majestic
- Unwins appoints administrator
- Thresher
- …buys 200 Unwins stores
- …and franchises one-third of stores
- February
- Bakers (retail)
- Bid and Burnett end at Thorntons
- Grocers
- Asda
- …slashes prices in first-quarter
- …rolls out Living stores
- …and offers value on Valentine’s Day
- Sainsbury’s
- …trials GP surgeries
- …ditches Blue Parrot
- …but extends SMS loyalty scheme
- Tesco
- …buys Edeka stores in CR
- …teams up with Apple
- …goes on recruitment drive
- …and announces American adventure
- Ocado decides to defer float
- Morrisons extends Best range
- MPs come out for smaller stores
- Waitrose faces chip-and-pin trouble
- Off-licences
- Threshers discards Wine Cellar bid
Sector Advertising Review – Food and Drink
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- Advertising expenditure
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- Figure 19: Total advertising expenditure by food retailers, Dec 2001-Dec 2005
- Use of media
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- Figure 20: Use of media by food retailers and all retailers (%), Dec 2004 and Dec 2005
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- Figure 21: Use of media by food retailers and all retailers (£), Dec 2004 and Dec 2005
- Top ten food retail advertisers
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- Figure 22: Top ten food retailers by adspend, Dec 2004 and Dec 2005
- Retailer focus
- Tesco
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- Figure 23: Tesco, media use by adspend and as share of total, Dec 2004-Dec 2005
- Figure 24: Tesco, top brands by adspend, Dec 2005
- Sainsbury’s
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- Figure 25: Sainsbury’s, media use by adspend and as share of total, Dec 2004-Dec 2005
- Figure 26: Sainsbury’s, top brands by adspend, Dec 2005
- Wm Morrison
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- Figure 27: Wm Morrison, media use by adspend and as share of total, Dec 2004-Dec 2005
- Figure 28: Wm Morrison, top brands by adspend, Dec 2005
- Asda
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- Figure 29: Asda, media use by adspend and as share of total, Dec 2004-Dec 2005
- Figure 30: Asda, top brands by adspend, Dec 2005
- Nielsen Media Research/Definitions
Report Focus: Opticians
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- Optical retailing slows down
- Consumers: who, where and why
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- Figure 31: UK population, by age group, 2000-10
- Figure 32: Percentage of consumers who wear glasses and contact lenses, by age, 2005
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- Figure 33: UK retail sales of optical goods and eyecare products, at current prices, 2000-05
- Figure 34: Retail sales of glasses, at current and constant 2000 prices, 2000-05
- Contacts outperform glasses
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- Figure 35: Retail sales of contact lenses, at current and constant 2000 prices, 2000-05
- Figure 36: Trends in wearing of glasses and contact lenses, 2000-04
- Glasses, contacts, neither
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- Figure 37: What consumers wear, November 2005
- Who wears glasses?
- Who wears contact lenses?
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- Figure 38: Consumers wearing glasses and/or contact lenses, by gender, age, socio-economic group and ACORN categories, November 2005
- People do go to Specsavers
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- Figure 39: Trends in usage of main opticians, 1999-2005
- Figure 40: Where consumers have bought glasses or contacts in the last 12 months and if bought, November 2005
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- Figure 41: Where consumers have bought glasses or contacts from in the last 12 months and if bought, by gender, age, socio-economic group and ACORN categories, November 2005
- Retail Market Shares
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- Figure 42: Estimated market shares of optical goods and eyecare sales, 2001-04
- Figure 43: Estimated market shares of optical goods and eyecare sales, 2005
- Figure 44: Leading optical retailers, 2005
- Retailer Profiles
- Specsavers
- Bare facts
- Financial performance
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- Figure 45: Specsavers, sales and profit performance, 2000-04
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- Figure 46: Specsavers, trends in store numbers, 2000-05
- Product mix
- The future
- Dollond & Aitchison
- Bare facts
- Financial performance
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- Figure 47: Dollond & Aitchison, financial performance, 2001-04
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- Figure 48: Dollond & Aitchison, trends in outlet numbers, 2000-05
- Product mix
- The future
- Boots Opticians
- The bare facts
- Financial performance
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- Figure 49: Boots Opticians, financial performance, 2000-05
- Product mix
- The future
- Vision Express
- The bare facts
- Financial performance
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- Figure 50: Vision Express, financial performance from owned shops, 2000-04
- Product mix
- The future
- Optical Express
- Bare facts
- Financial performance
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- Figure 51: DCM (Optical Holdings) Ltd, financial performance, 2001-05
- Product mix
- The future
- Supermarkets
- Asda
- Tesco
- Smaller multiples
- Industry views
- Advertising
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- Figure 52: Main media advertising, by opticians, by retailers, years to September 2001-05
- Market background
- What will the supermarkets do?
- Can independents survive?
- Diversification
- Pharmacy supply/Internet supply of contact lenses
- Outlook
- Long-term future looks good
- Market
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- Figure 53: Forecast sales of optical goods and eyecare products, at current prices, 2005-10
- Figure 54: Forecast sales of optical goods and eyecare products, at constant prices, 2005-10
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- Figure 55: Indexed growth of optical goods and eyecare products, 2000-10
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