Table of Contents
Analyst Comment
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- Time to put Clubcard out to grass
- Clubcard
- Loyalty
- The “£500m campaign” – the big price drop
- The end of Clubcard?
- The limits of growth
Headlines for the Month
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- Grocers
- Clothing retailers
- Multi-sector retailing
- Mixed goods retailers
- Department stores
- DIY retailing
- Electricals retailing
- Music and video retailing
- Furniture retailing
- Home shopping
- Health and beauty retailing
- Sports goods retailing
- Jewellers and pawnbrokers
- Toys and games retailing
- Economy
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2010-11
- First indication for September
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-11
- John Lewis
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- Figure 3: John Lewis: Year-on-year growth, 2010-11
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2008-11
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
- Looking forward
Sector Focus – Mixed Goods/Department Stores
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- Sector relatives
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- Figure 6: Mixed goods retailers’ share of all retail sales, 2006-10
- Retail sales data
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- Figure 7: Mixed goods retailers, sales trends, 2006-11
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- Figure 8: Retail sales: Annual % change, Sep 2010-Aug 2011
- Mintel’s tracker survey
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- Figure 9: Mintel Tracker Survey extracts: Agreement with statements, Sep 2010-Aug 2011
- Consumer prices inflation
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- Figure 10: Consumer prices inflation for selected categories, Sep 2010-Aug 2011
- Consumer expenditure
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- Figure 11: Consumer expenditure on selected product categories, 2006-10
- Figure 12: Annual % change in consumer spending, selected categories, Q3 2010-Q2 2011
- Leading retailers
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- Figure 13: Mixed goods retailers: Leading operators, 2010/11
News Analysis
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- Grocers
- Aldi losses rise after store disposals
- Asda
- …prepares backing for bid for Iceland stores
- …reports profits rise
- Budgens confirms plan to price match Tesco
- Co-op food boss steps down
- Costcutter modernises with new store fascias
- Iceland
- …auction hits setback
- …chief in talks with Blackstone over bid
- Morrisons and Sainsbury's market share up
- Morrisons
- …now considering Garden Centre Group
- …to introduce M Kitchen as part of own brand relaunch
- Sainsbury's
- …introduces "Live Well For Less" strapline
- …to extend Brand Match across UK
- …warns of competitive market remaining
- Tesco
- …eyes Garden Centre Group as clothing boss exits
- …reports "subdued" UK growth
- …to invest £500m in price cuts
- …rivals up their ante
- …rolls out online shopping to Poland and the Czech Republic
- …to open online clothing delivery to international markets
- Waitrose
- …launches 'biggest ever' value campaign
- …to trial convenience stores at Shell petrol stations
- …unveils dark store in Acton
- Food specialists
- Greggs reports rising sales
- Thorntons reports sales fall
- Clothing retailing
- Agent Provocateur back into the black
- Alexon
- …pushes ahead with sale process
- …acquired by Sun European in prepack deal
- Bimba & Lola to make UK debut in Westfield London
- French Connection profits rise; eyes overseas growth
- Jacques Vert sees sales rise but September trading weakens
- Karen Millen to expand in China
- M&Co posts profit increase
- McArthurGlen reports 66% sales rise
- Moss Bros returns to profit
- New Look
- …sees m-commerce sales rise
- …to launch click-and-collect service into 600 stores
- …to sell external brands online
- Next signals end of price inflation as profits rise
- Officers Club to help Blue Inc to record growth again
- River Island hit by young consumers' low confidence
- SuperGroup issues profit warning
- Ted Baker
- …launches click-and-collect
- …profits up 12.7%
- Whistles back in the black
- White Stuff to launch in Denmark
- Multi-sector retailing
- Marks & Spencer
- …asks suppliers for contribution to store overhaul
- …launches click and collect dining
- …to invest £600m in store revamp plans
- Laura Ashley to extend gifts category
- Home Retail sales continue to fall
- Miscellaneous specialists
- Halfords retail sales drop
- Mothercare like-for-likes fall rapidly
- Past Times moves back into loss
- Carpetright boss makes assault on beds market
- Mixed-goods retailing
- Argos will not close stores despite pressure
- Hub Retail collapses
- Poundland-owner eyes Nordic counterpart
- Poundworld to launch smaller format store
- Department stores
- Debenhams
- …and Sun European in race for Alexon
- …optimistic after strong final quarter
- …retail director Palmer exits
- Fenwick reports pre-tax profit rise
- House of Fraser sees positive first half profits but warns of slowdown
- John Lewis reports sharp fall in operating profit
- DIY retailing
- B&Q launches mobile site
- Homebase
- …launches painting and decorating service
- …launches social media offering
- Kingfisher first half profits up
- Wickes cuts out stores as web takes off
- Electricals retailing
- Comet like-for-likes plummet
- Google store opens in London
- Kesa considers keeping Comet pension scheme
- Sony Centres up for sale as owner goes bust
- Music and video goods retailing
- Game Group
- …reports widening losses
- …signs digital deal with OnLive
- HMV plans for further pop-ups over Christmas
- Furniture retailing
- Dunelm
- …like-for-likes fall 2%
- …profits rise 9%
- IKEA to focus on bedroom furniture
- Lakeland profits rise but warns of "miserable" 2011
- The Range rolls out new stores
- Home shopping
- Amazon installs collection lockers in office blocks
- Asos
- …moves into Australian market
- …to launch shopping app
- Boden profits up 13% in 2010
- BrandAlley reports rising sales
- BuyaPowa set up by former HMV director
- eBay to launch fashion campaign
- Flying Brands to sell property to pay debt
- Kiddicare eyes international expansion
- MyDeco.com gets backing of Groupon investor
- Ocado sales up 19.5% but margins could be lower
- Play.com to be bought by Japanese investor for £25m
- Wiggle
- …attracts private equity interest as it prepares for sale or float
- …heading towards sale or float
- Health and beauty retailing
- Holland & Barrett roll out loyalty card
- Book and stationery retailing
- Foyles to shut One New Change store
- Sports and leisure goods retailing
- Escada Sport plans expansion in UK
- JD Sports reports strong profit despite riots
- Patagonia opens London flagship
- Jewellers and pawnbrokers
- Albemarle & Bond reports profit rise
- F Hinds profits fall
- Links of London hires David Riddiford
- Theo Fennell sales up
- Garden centres
- Garden Centre Group sales rise as suitors circle
- Toys and games retailing
- The Entertainer profits fall after investment
- Economy
- Asda Income Tracker: Record squeeze on family spending in August
- CPI annual inflation 4.5% in August
- ONS: Retail sales by value up 4.7% in August
- Shop price inflation remains stable in September
- Westfield Stratford City
- …attracts more visitors than expected on first day
- …opens
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