Table of Contents
Analyst Comment
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- The evils of drink
- Is binge drinking price related?
- To what extent is binge drinking related to product bought from the off-trade?
- Naive comments
- Look for someone to blame
The Month in UK Retailing
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- Bakers (retail)
- Greggs sees FY profit rise, warns of increased costs
- Grocers
- Asda:
- …reports family income down £5 a week
- …that it will close George's standalone stores
- …and launches “bag on request”
- Brown warns supermarkets of plastic bag clamp down
- Morrisons
- …sees 66% profit rise upon Sir Ken's retirement
- …as Sir Ken considers share sale
- Ocado launches price war on Tesco
- Sainsbury's in £3m potato scandal
- Somerfield circled by Asda and Co-op
- Tesco
- …comes under fire over £1bn tax avoidance
- …and threatens ASA action over Ocado ads
- Waitrose mulls convenience store format
- Off-licences
- Majestic chief to retire
- Clothing retailing
- Debenhams/French Connection hit by Chinese inflation
- French Connection profits slump
- Moss Bros
- …sees shareholder move to scupper Baugur's plans
- …as Gee makes shares move
- Select collapses into administration
- SRG sold to Egyptian investor
- Ted Baker FY profits rise 10%
- Footwear retailing
- Stylo sells Shelly's
- Multi-sector retailing
- Home Retail Group suffers from slowdown
- John Lewis FY profits soar
- M&S
- …hit by union’s cyber campaign
- …as investors object to Sir Stuart appointment
- …as Burns’ pay-off is revealed
- Department stores
- Liberty pre-tax loss widens to £6.4m
- Home shopping
- Flying Brands FY LFLs slump
- Ideal Shopping Direct FY pre-tax profits down
- Littlewoods reports £24m loss
- Sports and leisure goods retailing
- Blacks hit by accounting probe, suspends director
- Sports Direct “in-line” to meet expectations
- Toys and games retailing
- Game increases FY profit forecast
Executive Appointments
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- Adams leaves Kingfisher
- Asos poaches Topshop's buying head
- Fat Face in management reshuffle
- Hot Tuna chairman resigns in midst of company turmoil
- Majestic chief to retire
- Musgrave hires Home Retail exec as FD
- Next homewares manager to join Sainsbury's
- Retail director quits Faith
- Sir Stuart Rose
- …named M&S chairman until 2011
- …then defends dual role
- Tesco sends Fleming to Japan, fuelling expansion speculation
Product Development – Household Goods
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- Aldi
- Marks & Spencer
- Sainsbury’s
- Somerfield
- Tesco
Advertising News
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- New campaigns
- Aguilera new face for Stephen Webster
- Play.com signs Silverpop
- Poundland seeks first ad agency
- Account gains/losses
- Amazon ditches Idea Generation
- AMV pulls out of Homebase pitch
- H&B calls pitch
- Hugo Boss conducts global media review
Retail Advertising Review
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- Advertising expenditure
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- Figure 1: Total advertising expenditure by all retail advertisers (£m), Dec 2003-Dec 2007
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- Figure 2: Total advertising expenditure by all advertisers (£m), Dec 2003-Dec 2007
- Use of media
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- Figure 3: Use of media by retail and all advertisers (%), Dec 2003-Dec 2007
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- Figure 4: Use of media by retail and all advertisers (£m), Dec 2003-Dec 2007
- Top 25 retail advertisers
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- Figure 5: Top 25 retailers by adspend (£), Nov 2007-Dec 2007
- Food
- Furniture
- Variety and electrical retailers
- DIY
- 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: Jan 2007-Jan 2008
- Figure 7: Non seasonally adjusted % value change on previous year, Jan 2007-Jan 2008
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- Figure 8: Seasonally adjusted % volume change on previous year, Jan 2007-Jan 2008
- Significant features of the latest ONS statistics (January 2008)
- February 2008 - Confederation of British Industry
- February 2008 - British Retail Consortium
- Retail price inflation trends
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- Figure 9: Annual percentage change in retail price index for selected product groups: Jan 2007-Jan 2008
- Figure 10: Annual percentage change in retail price index for selected product groups: Jan 2007-Jan 2008
- Retail Prices Index
- Consumer Prices Index
- British Retail Consortium: Shop Price Index
Sector Analysis – Household Goods
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- Sales trends
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- Figure 11: DIY and furniture retailers, sales trends, 1997-2007
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- Figure 12: DIY and furniture retailers as % of all retail sales: 1997-2007
- Retail price inflation
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- Figure 13: Indices of retail prices for product categories, Jan 2001-Jan 2008 (Jan 1987=100)
- Sales by sub-sector
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- Figure 14: Household goods retailers: Breakdown of sales by sub-sector, 1999-2007
- Consumer expenditure
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- Figure 15: Consumer expenditure on selected product categories (£m), 1999-2006
- Household goods retailers: latest trends
- DIY retailers
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- Figure 16: UK’s Leading DIY retailers, 2006/07
- B&Q
- Homebase
- Wickes
- Focus
- Topps Tiles
- Furniture retailers
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- Figure 17: Furniture, homewares and furnishing retailers’ sales, 2003-06
- Homestyle
- Carpetright
- ScS
- Land of Leather
- Laura Ashley
- Habitat
- Ikea
- MFI
- Dreams
Sector News Review: Household Goods Retailing
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- October
- DIY retailing
- Focus sells off 41 stores
- Travis Perkins updates Wickes like-for-likes
- Carpet retailing
- Carpetright
- …receives revised bid, updates trading
- …as Harris reveals it may derail Harris’ bid
- Furniture retailing
- ScS sees FY profit, sales fall
- November
- DIY retailing
- Home Retail Group reveals interim profit
- Travis Perkins acquires Tile Giant
- Furniture retailing
- Land of Leather records like-for-likes fall
- Carpet retailing
- United Carpets upbeat on trading
- December
- DIY retailing
- Kingfisher
- …sees weaker UK demand hurt profits
- …and offloads B&Q Taiwan joint venture
- Topps Tiles reports drop in FY profit
- Travis Perkins updates trading
- Carpet retailing
- Carpetright sales affected by UK slowdown
- Furniture retailing
- MFI to spend £125m on overhaul
- ScS issues profit warning
- January
- DIY retailing
- Home Retail Group warns for tougher trade
- Topps Tiles increases LFLs in Q1
- Furniture retailing
- ILVA FY loss totals £62m
- Land of Leather issues profit warning
- ScS reports disappointing trading
- February
- DIY retailing
- B&Q offers improved product range and service
- Kingfisher's Q4 sales hit by weak trading
- OFT investigates HRG/Focus deal
- Furniture retailing
- Land of Leather LFLs down 21.8% in Q2
- March
- DIY retailing
- Home Retail Group suffers from slowdown
- Wickes sees FY LFLs rise 7.5%
- Furniture retailing
- Dreams
- …looks overseas following 88% profit rise
- …as £200m deal looms
- …before Exponent makes purchase
- MFI at centre of £57m lawsuit
Sector Advertising Review – Household Goods
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- Advertising expenditure
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- Figure 18: Total advertising expenditure by household goods retailers, Dec 2003-Dec 2007
- Use of media
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- Figure 19: Use of media by household goods retailers and all retailers (%), Dec 2006-Dec 2007
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- Figure 20: Use of media by household goods retailers and all retailers (£), Dec 2006-Dec 2007
- Top ten household goods retail advertisers
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- Figure 21: Top ten household goods retailers by adspend, Dec 2006-Dec 2007
- Retailer focus
- DFS
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- Figure 22: DFS, media use by adspend and as share of total, Dec 2006-Dec 2007
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- Figure 23: DFS, top brands by adspend, Dec 2007
- Homebase
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- Figure 24: Homebase, media use by adspend and as share of total, Dec 2006-Dec 2007
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- Figure 25: Homebase, top brands by adspend, Dec 2007
- B&Q
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- Figure 26: B&Q, media use by adspend and as share of total, Dec 2006-Dec 2007
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- Figure 27: B&Q, top brands by adspend, Dec 2007
- Land of Leather
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- Figure 28: Land of Leather, media use by adspend and as share of total, Dec 2006-Dec 2007
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- Figure 29: Land of Leather, top brands by adspend, Dec 2007
- Nielsen Media Research/definitions
Report Focus: Music and DVD Retailing
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- Music market is in crisis
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- Figure 30: Pre-recorded music and video/DVD markets, 2002-07 (e)
- More DVDs sold, but video also tough
- Positive factors for music and DVDs...
- …but a whole range of negatives
- Leading retailers
- Consumers: who, where and why
- Music tough again in 2007
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- Figure 31: Pre-recorded music market, at current and constant 2002 prices, 2002-12
- Video levels out
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- Figure 32: Pre-recorded video and DVD market, at current and constant 2002 prices, 2002-12
- Supermarkets lead market for CDs
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- Figure 33: Where consumers purchase CDs and other pre-recorded music, November 2007
- Between the ages of 20-24 and 25-34
- HMV is youth winner
- Zavvi is more male and slightly older
- WH Smith covers all ages
- Woolworths more female and downmarket
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- Figure 34: Where consumers bought CDs and other pre-recorded music, by gender, age and socio-economic group, November 2007
- Amazon is upmarket
- Play.com and eBay appeal to teens
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- Figure 35: Where consumers bought CDs and other pre-recorded music, by gender, age and socio-economic group, November 2007
- Profiles of leading retailers
- Woolworths
- Strategic evaluation
- Background
- Financial performance
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- Figure 36: Woolworths group and retail financial performance, 2002-07
- Current trading
- UK store portfolio
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- Figure 37: Woolworths UK outlet numbers and floor space, 2002-07
- New format development
- Retail offering in music and DVD
- Operational issues
- Advertising and marketing
- e-commerce and home shopping
- Zavvi
- Strategic evaluation
- Background
- Financial performance
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- Figure 38: Group and UK financial performance, 2002-07
- UK store portfolio
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- Figure 39: UK outlet numbers and floor space, 2002-07
- New format development
- Retail offering in music and DVD
- Market positioning
- Product offering and pricing
- Advertising and marketing
- e-commerce and home shopping
- Amazon.co.uk
- Strategic evaluation
- Background
- Financial performance
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- Figure 40: Group and UK financial performance, 2001-06
- Retail offering in music and DVD
- Market positioning
- Product offering and pricing
- Operational issues
- Advertising and marketing
- Industry insights
- Who is commercially most successful at the moment and why?
- What are the prospects for paid-for music downloads?
- Does it make sense to introduce music retail into new environments like coffee shops?
- How much further can the supermarkets grow their share of the music and DVD market?
- The future
- Downloads to take up a fifth of the market
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- Figure 41: Forecast of the pre-recorded music market, by physical and downloads, at current prices, 2002-12
- Figure 42: Forecast of the pre-recorded music market, by physical and downloads, at constant 2007 prices, 2002-12
- Is the future in high definition?
- DRM – how to unblock download demand
- Technology in the home: opportunity or threat?
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