Table of Contents
Analyst Comment
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- Christmas 2011
- Very much as expected
- Late surge
- Not as good as it looks
- Fashion
- Food
- Other sectors
- Online strong
- And 2012
- Tesco – Time for a fundamental rethink in marketing
- Marketing the problem
- Time for a rethink
Headlines for the Month
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- Grocers
- Food specialists
- Clothing
- Footwear
- Multi-sector retailing
- Miscellaneous specialists
- Department stores
- Mixed goods
- DIY
- Electricals
- Music and video
- Furniture
- Home shopping
- Health and beauty
- Sports and leisure goods
- Jewellers
- Toys and games
- Economy
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2011
- The BRC data for December
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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, 2010-12
- Inflation and wages
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- Figure 4: RPI vs Average weekly earnings growth, 2008-12
- Inflation remains uncomfortably high
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- Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2011
- Looking forward
Sector Focus – Clothing and Footwear Retailers
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- Mintel’s Tracker survey
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- Figure 6: Mintel Tracker Survey: Agreement with statements on what extra money is spent on, Dec 2009, Dec 2010 and Dec 2011
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- Figure 7: Mintel Tracker Survey: Agreement with statements on what extra money is spent on, Dec 2009-Dec 2011
- Sector relatives
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- Figure 8: Clothing & footwear specialists’ retail sales as % of all retail sales (incl. fuel), 2006-11
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- Figure 9: Clothing & footwear specialists’ retail sales as percentage of consumer spending on clothing & footwear, 2006-11
- Retail sales data
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- Figure 10: Clothing & footwear specialists’ retail sales, 2006-11
- Inflation
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- Figure 11: Average monthly cotton prices per lb, Jan 2010-Dec 2011
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- Figure 12: Consumer prices index for clothing & footwear and all items, Jan 2010-Dec 2011
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- Figure 13: Consumer prices index for clothing and footwear sub-categories, Jan-Dec 2011
- Consumer spending
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- Figure 14: Consumer spending on clothing & footwear, 2006-11
- Leading clothing and footwear specialists
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- Figure 15: Leading clothing specialists, 2010/11
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- Figure 16: Leading footwear specialists, 2010/11
News Analysis
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- Grocers
- Asda outperforms rivals over Christmas
- Booths sales up as shoppers entertain over Christmas
- Morrisons
- …M Savers to hit shelves in January
- …plans 2012 expansion
- …reports Christmas sales rise as it eyes Best Buy sites
- Sainsbury's sees 'record-breaking' Christmas
- Tesco
- …enters F&F partnership in Saudi Arabia
- …extends Home Efficiency offering by selling boilers
- …reports "disappointing" Christmas with like-for-likes falling 2.3%
- The Co-operative Group
- …adds 28 stores after acquiring David Sands
- …posts Christmas sales uplift
- Waitrose
- …enjoys festive sales rise
- …reports 'very strong' Christmas trading
- …to introduce contactless payments
- Off-licences
- Majestic Wine posts Christmas sales rise
- Food specialists
- Greggs reports boosted Christmas sales
- Thorntons
- …issues profit warning
- …suffers poor Christmas performance
- Clothing retailing
- American Apparel opens more concessions in Selfridges
- Aurora Fashions reports 13% like-for-like rise this winter
- Blue Inc
- …enjoys positive Christmas
- …preparing to buy 21 D2 stores
- Bravissimo performance driven by Pepperberry
- Burberry reports rising sales due to outerwear and leather goods
- D2 fashion chain collapses into administration
- Howies bought back by management
- Jacques Vert
- …and Irisa to share back office
- …received bid from Sun European
- Jaeger full year profits fall
- La Senza
- …acquired by Alshaya UK
- …restructuring plans
- Moss Bros sees rise in like-for-likes
- Mulberry appoints new chief executive
- New Look reports strong Christmas trading
- Next sales up due to strong Directory performance
- Paul Smith sees profits for the full year rise
- Peacocks
- …considering selling off Bonmarche
- …struggles as RBS pulls out of rescue deal
- SuperGroup
- …Christmas sales rise
- …profits fall despite LFL lift
- Ted Baker delivers "excellent" Christmas performance
- The Kooples opens first UK outlet store
- Triumph considers bid for La Senza stores
- Victoria's Secret owner in line to buy La Senza
- White Stuff reports 20% year-on-year sales rise
- Footwear retailing
- Barratts Priceless
- …sees more than 1,600 jobs go
- …stores acquired by Ziff
- …to close 18 stores before Christmas 2011
- Schuh sees strong year
- Multi-sector retailing
- Marks & Spencer
- …reports stronger food sales while general merchandise suffers
- …increases opening hours and delivery service for Christmas
- Laura Ashley sees like-for-likes rise
- Miscellaneous specialists
- Halfords sees like-for-likes drop of 4.8%
- Mamas and Papas enters red
- Albemarle & Bond to open 25 stores this year
- Mothercare
- …sales rise driven by promotions
- …sees private equity firms circle for bids
- Past Times
- …closes 47 stores
- …enters administration
- …officially in administration
- Pets at Home posts "robust" half-year trading
- QD reports solid Christmas and plans expansion
- Department stores
- Debenhams has strong Christmas
- Fortnum & Mason reports record sales
- Harvey Nichols launches new concept store in Liverpool One
- House of Fraser posts "pleasing" sales growth
- John Lewis
- …launches trend-led women's label JL Weekend
- …reports successful sales week
- …sales boosted by late delivery offer
- …sales up 4.7% as it prepares for Christmas rush
- …up on Christmas sales from last year
- …sees strong sales week
- Selfridges launches last-minute Christmas shopping services
- Mixed goods retailers
- Argos
- …launches pop-up shops in London train stations
- …like-for-likes fall 8.8%
- The Original Factory Shop reports growth
- Poundland's Dealz store to have £1.20 pricing structure
- DIY retailing
- B&Q
- …invests £12m in product ranges
- …launches 'most aggressive' price campaign yet
- Focus DIY's customers, shoppers and unsecured creditors receive nothing
- Topps Tiles sales down 4.2% in first quarter
- Wickes
- …further hit by low consumer confidence
- …owner buys remaining Toolstation stake
- Robert Dyas reports strong Christmas run-up
- Electricals retailing
- Best Buy big-boxes to close on 15 January
- Dixons' reports falling like-for-likes over Christmas
- Maplin reports strong December
- Phones 4U reports sales rise in final quarter
- Music and video goods retailing
- HMV
- …considers sale of live music arm on bad sales
- …sales fall over Christmas
- Netflix to launch in UK and Ireland today
- Oakley Capital plans bid for HMV's live music arm
- Carpet retailing
- Carpetright reports first half loss
- United Carpets pre-tax profits halve in first half
- Furniture retailing
- CSL reports Christmas sales rise
- DFS earnings fall but invests in growth
- Dunelm growth continues in strong H1
- Dwell to open first Welsh store at St David's
- Ikea UK & Ireland gets first British boss
- Home shopping
- N Brown reports like-for-likes rise 2%
- Asos to open data to external web developers
- Brand Alley reports sales up 61%
- Ocado
- …enjoys late surge in Christmas sales
- …warns on profits
- Shop Direct posts Christmas sales rise
- Health and beauty retailing
- Boots sees sales rise more than 3% in December
- Feelunique's Christmas sales boosted by high-end brands
- Lush Christmas "exceeds expectations"
- Superdrug delivers "solid" festive growth
- The Fragrance Shop sees strong online sales over Christmas
- Book and stationery retailing
- Clinton Cards reports rising Christmas like-for-likes
- Foyles
- …reports Christmas sales up 20%
- …reports continued profitability
- Hallmark plans out international expansion
- Ryman profits driven by ecommerce
- Sports and leisure goods retailing
- Blacks Leisure
- …faces post-Christmas administration
- …in administration
- …moves closer to pre-pack administration
- Edinburgh Woollen Mill a surprise bidder for Blacks
- Go Outdoors and Mountain Warehouse join race for Blacks
- JD Sports
- …considers bid for Blacks
- …formally acquires Blacks
- …in "advanced discussions" to buy Blacks
- …posts festive like-for-likes rise
- JJB improves performance over Christmas
- Sports Direct
- …pulls out of Blacks bid
- …sales up
- Yeomans owner Granite buys Gelert
- Pro Bike wins backing
- Jewellers
- Folli Follie enjoys 64% increase in sales over Christmas
- Signet UK sales rise 1.8% over Christmas
- Garden centres
- The Garden Centre Group has "outstanding" Christmas
- Toys and games retailing
- Game
- …like-for-likes fall as margins hit
- …set to appoint Deloitte for turnaround
- Games Workshop pre-tax profits rise
- Hawkin's Bazaar owner headed for administration
- The Entertainer outperforms toy market by 22.1%
- Economy
- BRC:
- …'Christmas on a knife egde' as footfall drops
- …stronger Christmas "reflects one-off factors"
- Cost of retail crime rises 31%
- CPI
- …at 4.2% in December
- …inflation falls in November
- Friday before Christmas to be the busiest shopping day of the year
- January shopper numbers fall
- Kantar reveals Sainsbury's market share highest since March 2003
- New Year grocery discounting begins
- Online shopping spree leads to delivery chaos
- ONS: Retail sales value up 4.6% in November
- Portas
- …response will not be brought forward
- …reveals 28 recommendations for high street revival
- …to focus on planning and parking reforms to revive high street
- Scottish retail sales fall worst since 1999
- Shop price inflation hits 16-month low in December
- Shopper numbers up in week before Christmas
- Supermarkets now represent 36% of retail property pipeline
- West End takings fall despite traffic-free weekend
- Bluewater tops UK shopping centre ranking
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