Table of Contents
Analyst Comment
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- Weather is for wimps
- But this is different
- All bets are off
- It could still be OK
- Fingers in the dike
- Focus
- JJB
- It needs time
Headlines for the Month
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- Food retailers
- Clothing retailers
- Multi-sector retailing
- Department stores
- DIY stores
- Electricals
- Home shopping
- Books and stationery
- Sports and leisure goods
- Other specialist retailers
- Economy
Retail Sales – Background and Outlook
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- Retail sales trends
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- Figure 1: Retail sales trends, 2009-10
- BRC – continuing strong demand
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2009-10
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2009-10
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2008-10
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2009-10
- Looking forward
Sector Analysis – Miscellaneous Non-Food Specialists
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- Classifications
- Sales trends
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- Figure 6: Non-food specialist retailers’ sales trends, 2000-10 (Q1-Q3)
- Booksellers, newsagents and stationers
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- Figure 7: Booksellers, newsagents and stationers’ sales trends, 2000-10 (Q1-Q3)
- Figure 8: Books, news and stationery retailers’ sales as % all retail sales, 2005-10
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- Figure 9: Leading booksellers and newsagents, 2005/06-2009/10
- Health & beauty
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- Figure 10: Health & beauty retailers’ sales trends, 2000-10 (Q1-Q3)
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- Figure 11: Health and beauty retailers’ sales as % all retail sales, 2005-10
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- Figure 12: Leading health and beauty retailers, 2005/06-2009/10
- Other specialised
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- Figure 13: Miscellaneous specialist retailers’ sales trends, 2000-10 (Q1-Q3)
- Figure 14: Consumer spending for selected categories, 2008-09
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- Figure 15: Other specialised retailers’ sales as % all retail sales, 2005-10
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- Figure 16: Other specialised retailers: Leading operators, 2005/06-2009/10
News Analysis
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- Grocers
- Asda
- …third quarter sales up
- …to create 7,500 new jobs
- Co-op's £200m Christmas promotion
- Marks & Spencer
- …and Waitrose gain food sales
- …achieves 70 of its Plan A targets
- Morrisons denies rumours of Ocado bid
- Sainsbury's
- …blow as seniors defect
- …sees busiest day of the year at new space
- …to open six food colleges
- Tesco
- …strong third quarter growth
- …considers drive-thru launch at dotcom-only stores
- Waitrose
- …sales up 10.6%
- …sees 'busiest day ever' despite snow
- …weekly sales up 11%
- Off-licences
- Majestic profits rise 20%
- Clothing retailing
- TJX Europe slows expansion as third quarter profits fall 20%
- Benetton 9-month net profit +5.5%
- H&M
- …October sales in line
- …reaches predicted revenue targets
- Alexon Group like-for-likes up 0.4%
- Arcadia profits rise 6.4%
- Burberry first-half profit up
- Cortefiel prepares for international expansion
- New Look gains Ex-Selfridges marketing boss
- Fat Face reduce markdowns with product overhaul
- Forever 21 opens its first UK store
- French Connection like-for-like sales drop 6.1%
- Gap
- …and Valentino collaboration launches tomorrow
- …international sales up 3% in third quarter
- H&M Lanvin collection launches today
- Moss Bros reports strong sales
- Mulberry interim profits rise
- New Look like-for-likes fall
- Primark
- …Lakeside extends
- …Oxford Street store sets sales record
- Suits You chain to be shut down
- Ted Baker sales rise
- TK Maxx to launch two new stores
- Footwear retailing
- Barratts restructures management team
- Office is closer to £150m deal with Silverfleet
- Multi-sector retailing
- Mothercare doubles international sales target
- Poundland looking to go online
- Richemont beats expectation with strong October growth
- Department stores
- Ex-Selfridges marketing boss joins New Look board
- Fortnum & Mason reports first profit in six years
- John Lewis
- …reports weekly sales of £100m
- …sees seasonal sales push up results
- …plans to launch in Middle East
- …sees record online and bumper Saturday sales
- Johnlewis.com sales up 52%
- Selfridges' footwear sales rise
- DIY retailing
- Focus in talks about store disposal
- Kingfisher reports third quarter retail profit up 8.2%
- Topps Tiles profits down for the fifth year running
- Electrical retailing
- Comet suffers further losses
- Dixons cuts interim losses
- Game like-for-likes down
- HMV like-for-likes fall 16% and losses widen
- Phones4U deal likely to be below £700m
- Furniture retailing
- Cath Kidston plans Far East as profits up
- Home shopping
- Amazon imports Black Friday promotion to UK
- EBay takes record sales on Super Sunday
- Groupon tempts Google with bargains
- The Hut Group acquires Lookfantastic Group
- Book and stationery retailing
- Hobbycraft doubles profits
- WH Smiths sales fall
- Sports and leisure goods retailing
- JD Sports
- …set to open first store in France
- …recruits former Republic boss
- JJB Sports
- …issues profit warning
- …increasing debt
- …warns it may breach debt facilities
- Jewellers
- Signet sees strong third quarter performance
- Other specialist retailers
- Halfords
- …launches transactional mobile site
- …profits up, like-for-like sales down
- Economy
- Consumer confidence down in the UK but up for the rest of Europe
- £250m for London shops on traffic free day
- BRC – retail sales still growing
- British Chamber of Commerce lowers growth expectations
- OFT warns retailers as shoppers lose out on 'billions' because of deceitful marketing
- ONS: Retail sales rising
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