Table of Contents
Analyst Comment – Christmas 2006
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- Key findings
The Month in UK Retailing
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- Introduction
- Bakers (retail)
- Greggs’ like-for-likes hit by weather
- Grocers
- Aldi moves upmarket
- Asda
- …launches first 'zero waste' store
- …to expand online, Living
- Tesco's
- …Dunhumby joins with Casino
- …announces clothing investment
- Sainsbury's
- …continues to shine
- …saves £40 million insourcing IT
- Morrisons reveals £22m store disposal profit
- Off-licences
- Majestic reveals majestic first half
- Clothing retailing
- Arcadia
- …see sales and profits fall
- …plans to overhaul stores
- Austin Reed board accepts £49 million offer
- Burberry records interim profit drop
- Lion Capital buys Contessa
- Gap
- …reveals Mouret dresses line
- … and immediately sees them sell out
- Ashley buys Kangol
- Matalan posts further sales fall
- Monsoon chief exec sells up
- Mothercare profits in first half
- Paul Smith expansion continues
- Peacocks plans flagship, considers more womenswear stores
- Primark posts sales, profit rise
- Mixed goods retailing
- Instore slides further into the red
- Multi-sector retailing
- Alliance Boots unveils first results
- Home Retail group
- …is potential takeover target
- …reveals interim sales growth
- John Lewis announces expansion
- M&S
- …set to trial homewares store
- …growth continues
- …launches wedding dresses
- Economy
- Interest rates rise to 5%
- Department stores
- Harvey Nichols sees sales, profit rise
- DIY retailing
- Robert Dyas to expand
- Electrical retailing
- Kesa reveals sales growth
- DSG International
- …posts strong H1 results
- …PC World targets women with revamp
- Carpet retailing
- Carpetright boosted by European sales
- Bid talks for Floors 2 Go
- Furniture retailing
- Dreams buys into Scotland
- Steinhoff looks to buy Homestyle
- Land of Leather continues sales success
- ScS records full-year sales rise
- Home shopping
- Farepak Response Fund established
- Health and beauty retailing
- Superdrug
- …cuts pre-Christmas prices
- …to hit internet
- Virgin to de-list Victory after sales fall
- Book and stationery retailing
- WH Smith to hit motorways
- Sports and leisure goods retailing
- Weak Millets' performance hurts Blacks H1 profit
- Sportsworld
- …buys 29% stake in Blacks
- …gets double blow
- …owner buys Kangol
- JJB
- …founder provokes strike with 'Communist' jibe
- …strike escalates
- …founder sells shares to pay tax bill
- …but avoids another strike
- Jewellers
- Signet
- …continues to sparkle
- …and announces profits to match
- Theo Fennell shines in first half
- Garden centres
- Dobbies reports like-for-likes growth
- Wyevale buys Bridgemere Garden World
- Miscellaneous specialist retailing
- Halfords continues form
Executive Appointments
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- HoF appoints King, will undergo restructure
- American Golf appoints Meehan to reverse fortunes
- Foster quits Monsoon
- Foster to take La Senza job
- Taylor quits Musgrave Budgens Londis
- Jewellery Channel appoints Simpson
- TK Maxx appoints Morgan, Sweetenham
- Williams quits Firetrap for Ben Sherman
- Urban Outfitters promotes Wahla
- Hamleys appoints marketing director
- Borders hires Kohn in UK
- John Lewis marketing director leaves
- REAGROUP UK appoints MD
- Firebox appoints marketing director
- Internacionale adds buyers
- Ramsden to leave Nisa-Today
- Netto appoints Lancaster
- Jigsaw appoints Trotter
- Co-op boss to quit in 2007
Product Development – Household Goods
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- Asda
- Boots
- Marks & Spencer
- Somerfield
- Superdrug
- Tesco
Advertising News
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- New campaigns
- Sainsbury's
- …launches 'Active Kids Get Cooking'
- …brings Jamie back for Christmas
- HMV
- …slashes PS2 and Xbox game prices
- …creates animated dog
- Gamestation lets Fat Chris out of the Xmas sack
- Tesco axes Kids Club inititative
- Grattan signs celebrities
- Topps Tiles ads hit TV
- Ikea launches lighting promo site
- Warner Breaks ties with Suits You
- Signet to launch new campaign
- Retailers slashing prices on Christmas confectionery brands
- M&S recruits Bassey for Xmas ads
- Matalan ad fails to help sales
- Homebase launches Christmas campaign
- CC recruits Selina Scott
- Boots to launch Christmas campaign
- Currys to sponsor UKTV Christmas
- Habitat in affordability advertising drive
- Woolworths ups Christmas spend
- Iceland tie up with I'm a Celebrity
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all advertisers (£m), September 2002-September 2006
- Figure 2: Total advertising expenditure by all retail advertisers (£m), September 2002-September 2006
- Use of media
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- Figure 3: Use of media by retail and all advertisers (%), September 2005 and September 2006
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- Figure 4: Use of media by retail and all advertisers (£m), September 2005 and September 2006
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), August 2006-September 2006
- Food
- Furniture
- Clothing
- Other
- Nielsen Media Research/Definitions
Retail Sales and Inflation
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- Retail sales
- Office for National Statistics
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- Figure 6: Retail sales trends: October 2005-October 2006
- Figure 7: Non seasonally adjusted % value change on previous year, October 2005-October 2006
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- Figure 8: Seasonally adjusted % volume change on previous year, October 2005-October 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 9: Annual percentage change in retail price index for selected product groups: October 2005-October 2006
- Figure 10: Annual percentage change in retail price index for selected product groups: October 2005-October 2006
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Non-Food Specialists
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- Sales trends
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- Figure 11: Non-food specialist retailers, sales trends, 1998-2006 Q3
- Figure 12: Non-food specialist retailers as % of all retail sales: 1997-2005
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, 2000-06 (Jan 1987=100)
- Breakdown of sales by sub-sector
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- Figure 14: Non-food specialists: Breakdown of sales by sub-sector, 1999-2005
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1998-2005
- Chemists: latest trends
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- Figure 16: Chemists and drugstores, 2004 and 2005
- Books, newspapers & stationery: latest trends
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- Figure 17: Booksellers and stationers, 2004 and 2005
- Floor coverings: latest trends
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- Figure 18: Floor coverings, 2004 and 2005
- Photographic & optical goods, office supplies stores: latest trends
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- Figure 19: Photographic goods, 2004 and 2005
- Figure 20: Opticians, 2003 and 2004
- Other
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- Figure 21: Sport and leisure 2004 and 2005
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- Figure 22: Toys and games 2004 and 2005
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- Figure 23: Jewellers 2004 and 2005
Sector News Review – Non-Food Specialists
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- Non-food retailing
- May
- Chemists and drugstores
- United Co-op acquires pharmacy group
- Book and stationery retailing
- Ottakar’s
- …gets higher HMV bid
- …and accepts it
- Sports and leisure goods retailing
- Lifestyle sees turnover, gross profits rise
- Sports World owner buys Original Shoe
- Jewellers
- US ensures first quarter success for Signet
- Theo Fennell shines over full year
- Miscellaneous specialists
- Halfords profits from in-car accessories
- Floor coverings
- GHCL acquires Rosebys for $40m
- June
- Music and video goods
- HMV sees full-year profit fall
- Floor coverings
- Carpetright sees profits fall 11%
- Sales continue to suffer at Floors 2 Go
- Book and stationery
- Waterstone’s/Ottakar’s merger detailed
- WH Smith details demerger plans
- Sports and leisure goods
- JD like-for-likes up
- Like-for-likes fall at Blacks Leisure
- JJB to drop Icon
- Garden centres
- No spring cheer for Blooms
- Dobbies
- …profits edge up
- …and buys Grovelands
- Toys and games
- GameStop considers UK Gamestation chain
- Sales on the up at Game
- Games Workshop sees profit slide
- Hamleys confirms Eastern expansion
- Miscellaneous specialists
- FTD buys Interflora UK
- Retail variations to be liquidated
- Pets at Home posts full-year success
- July
- Floor coverings
- Carpetright sales hit by heatwave
- Chemists and drugstores
- Superdrug
- …sees sales rise in 2005
- …and sees sales success to June
- Book and stationery
- Borders to axe 50 managers
- Sports and leisure goods
- Blacks Leisure suffers like-for-likes fall
- JJB
- …sees Ashley up stake
- …as Rangers deal and World Cup boosts sales
- Jewellers
- Signet
- …reveals strong results
- …and may face takeover bid
- …which shareholders resist
- Toys and games
- Profits soar at Early Learning Centre
- Miscellaneous specialists
- Sales success continues at Halfords
- August
- Floor coverings
- Dunelm set to float, reports strong sales
- Chemists and drugstores
- Boots launches Soap & Glory
- Body Shop goes online
- Books and stationery
- Foyles to open Selfridges concessions
- WH Smith
- …to roll out sandwiches
- …and satisfies demerger conditions
- Jewellers
- Signet
- …abandoned by private equity Bidders
- …but shines on, rejecting Ratner overtures
- …puts Ernest Jones online
- …and receives £350m Ratner offer
- Carmody in at Theo Fennell
- Garden centres
- Permission granted for Dobbies expansion
- September
- Floor coverings
- Dunelm lists on stock market
- Chemists and drugstores
- Body Shop may double worldwide
- Book and stationery
- Clinton Cards show signs of recovery
- WH Smith reports profit rise, sales fall
- Sports and leisure goods
- JD sees sales, profits rise
- World Cup boosts JJB sales
- Jewellers
- Theo Fennell sees six-month sales rise
- Garden centres
- Blooms of Bressingham posts successful half
- Toys and games
- Game sees stronger sales reduce losses
- Miscellaneous specialists
- Halfords sees sales rise
- Photographic goods
- Jessops
- …sees sales rise
- …and buys MacKinnons of Dyce
- October
- Floor coverings
- Carpetright boosted by European sales
- Bid talks for Floors 2 Go
- Chemists and drugstores
- Superdrug
- …cuts pre-Christmas prices
- …to hit Internet
- Virgin to de-list Victory after sales fall
- Book and stationery
- WH Smith to hit motorways
- Sports and leisure goods
- Weak Millets' performance hurts Blacks H1 profit
- Sportsworld
- …buys 29% stake in Blacks
- …gets double blow
- …owner buys Kangol
- JJB
- …founder provokes strike with 'Communist' jibe
- …strike escalates
- …but avoids another strike
- …founder sells shares to pay tax bill
- Jewellers
- Signet
- …continues to sparkle
- …and announces profits to match
- Theo Fennell shines in first half
- Garden centres
- Dobbies reports like-for-likes growth
- Wyevale buys Bridgemere Garden World
- Miscellaneous specialist
- Halfords continues form
Sector Advertising Review – Non-Food Specialists
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- Advertising expenditure
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- Figure 24: Total advertising spend by non-food retailers, September 2002-September 2006
- Use of media
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- Figure 25: Use of media by non-food retailers and all retailers (%), September 2005-September 2006
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- Figure 26: Use of media by non-food retailers and all retailers (£m), September 2005-September 2006
- Books and stationery retailers
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- Figure 27: Top ten books & stationery retailers by adspend, September 2005 and September 2006
- Company analysis – WH Smith
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- Figure 28: WH Smith, media use by adspend and as share of total, September 2005 and September 2006
- Figure 29: WH Smith, top brands by adspend, September 2006
- Sports and leisure goods retailers
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- Figure 30: Top ten sports & leisure goods retailers by adspend, September 2005 and September 2006
- Company analysis – JD Sports
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- Figure 31: Foot Locker, media use by adspend and as share of total, September 2005 and September 2006
- Figure 32: JJB, top brands by adspend, September 2006
- Jewellers
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- Figure 33: Top ten jewellers by adspend, September 2005 and September 2006
- Company analysis – Tiffany & Co
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- Figure 34: Tiffany & Co, media use by adspend and as share of total, September 2005 and September 2006
- Figure 12: Tiffany & Co, top brands by adspend, September 2006
- Garden centres
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- Figure 35: Top ten garden centres by adspend, September 2005 and September 2006
- Company analysis – Garden Factory
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- Figure 36: Garden Factory Outlet, media use by adspend and as share of total, September 2005 and September 2006
- Figure 37: Garden Factory Outlet, top brands by adspend, March 2006
- Chemists (health and beauty retailers)
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- Figure 38: Top ten chemists by adspend, September 2005 & September 2006
- Company analysis – Superdrug
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- Figure 39: Superdrug, media use by adspend and as share of total, September 2005 and September 2006
- Figure 40: Superdrug, top brands by adspend, September 2006
- Nielsen Media Research/Definitions
Report Focus: Fashion for the Over-45s
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- Consumers: who, where and why
- The new generation of over-45s
- Over-45s – what they spend on clothes
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- Figure 41: Over-45s and total market for men’s and women’s clothing, 2001-06
- Size matters
- Appealing to the older and larger consumers
- Popularity of younger focussed shops
- Retailers provide multichannel opportunity
- Are over-45s loyal?
- Still wanting to look young and fashionable
- Consumer expenditure
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- Figure 42: Over-45s’ market for men’s and women’s clothing, at current and constant 2006 prices, 2001-11
- Where over-45s shop for clothes
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- Figure 43: Outlets used by over-45s for buying clothing in the past 12 months, July/August 2006
- Profiles of leading over-45 fashion retailers
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- Figure 44: Leading specialist over-45 retailers, key data, 2006
- The Alexon Group
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- Figure 45: Alexon Brands, UK outlets, January 2006
- bonmarché (Peacock Group)
- Marks & Spencer
- Mosaic Fashion Group
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- Figure 46: Coast and Whistles store portfolio, as at end January 2005 and 2006
- Arcadia Group
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- Figure 47: Arcadia Group outlet data, 2003-06
- Next
- Debenhams
- George at Asda
- Industry views
- The over-45 clothing market continues to grow
- Differences between over- and under-45s
- Popular clothing items among over-45s
- Sizing matters
- Encouraging increased spending among the over-45s
- Shopping environment
- Who is successfully targeting the over-45s?
- What does the future hold for over-45 fashion retailing?
Spending Intentions – Christmas 2006
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- Key findings
- Background
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- Figure 48: Monthly retail sales, 2004-06
- Christmas 2006 – the background
- Mortgage Equity Withdrawal
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- Figure 49: Mortgage Equity Withdrawal, 2002-06 (Q2)
- 2006 – the consumer becoming more cautious again
- Christmas 2006 – the intentions
- What are consumers going to buy?
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- Figure 50: What do consumers plan to buy this Christmas, 2001-06
- Will consumers spend more or less?
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- Figure 51: Consumer spend intentions vs previous year, 2001-06
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- Figure 52: Those planning to spend a lot more this year, 2005 and 2006
- How much will we spend on gifts?
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- Figure 53: Amounts consumers expect to spend on Christmas gifts, 2001-05
- It’s going to be an Internet Christmas?
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- Figure 54: Where consumers plan to do their Christmas shopping, 2002-06
- Figure 55: Consumers planning to buy some Christmas presents on the Internet, 2002-06
- Internet sales over Christmas
- Christmas shopping behaviour and attitudes to Christmas shopping
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- Figure 56: Attitudes to Christmas shopping, 2001-06
- Age differences
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- Figure 57: Attitudes to Christmas shopping by age and socio-economic group, 2006
- Prospects for 2007
- The tables
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- Figure 58: Items bought or likely to buy this Christmas, October 2006
- Figure 59: Items bought or likely to buy this Christmas, October 2006
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- Figure 60: Spending compared to last year, October 2006
- Figure 61: Amount expected to spend this Christmas on gifts for close friends and family, October 2006
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- Figure 62: Outlets used or expected to use this Christmas for Christmas shopping, October 2006
- Figure 63: Outlets used or expected to use this Christmas for Christmas shopping, October 2006
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- Figure 64: Christmas shopping behaviour and attitudes towards Christmas shopping, October 2006
- Figure 65: Christmas shopping behaviour and attitudes towards Christmas shopping, October 2006
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- Figure 66: Average intended spending on Christmas gifts for close friends and family, October 2006
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