Table of Contents
Analyst Comment
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- Price, price, price
- Online activity
- Price isn’t everything
- Asda chasing Aldi
- Asda’s weakness
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2012-13
- BRC data for May
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2011-13
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, 2012-13
- Inflation and wages
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- Figure 4: RPI vs Average Weekly earnings growth, 2008-12
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2012-13
- Looking forward
Sector Focus: Beauty and Personal Care Retailing
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- Mintel’s Tracker Survey
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- Figure 6: Mintel’s Consumer Tracker: Trends in what extra money is spent on, November 2009-April 2013
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- Figure 7: Mintel’s Consumer Tracker: Consumers saying they spend extra money on fragrances/toiletries/make up as % of consumers saying they spend extra money on beauty treatment/haircut, November 2009 – April 2013
- Specialists’ sales and consumer spending
- The specialists sector
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- Figure 8: Retail sales (incl Vat), 2008-13
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- Figure 9: Year-on-year retail sales growth for health & beauty specialists (excluding Boots), January 2011-April 2013
- Consumer spending
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- Figure 10: Consumer spending: Year-on-year growth in selected categories, Q1 2011-Q4 2012
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- Figure 11: Consumer spending (incl vat), 2008-12
- Figure 12: Personal care goods: The ten largest markets, at retail selling prices, 2012 and 2013
- The major specialists
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- Figure 13: The consumer: Where they buy beauty products, whether in-store or online, November 2012
Headlines for the Month
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- Grocers
- Clothing retailing
- Footwear retailing
- Department stores
- DIY retailing
- Electrical retailing
- Home shopping
- Health & beauty retailing
- Sports & leisure goods retailing
- Jewellers
- Miscellaneous specialist retailing
- Economy
News Analysis
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- Co-ops
- The Co-op appoints new group finance director
- Convenience stores
- Nisa Retail appoints newly created role of marketing director
- Grocers
- Aldi
- …grows market share
- …outpaces grocery market
- Asda
- …appoints international director for George brand
- …Q1 sales up 1.3%
- …to donate surplus stock to FareShare
- Booths appoints Paul Minett as retail director
- Fortnum & Mason to open standalone store
- Iceland posts profit rise
- Morrisons
- …appoints interim chief information officer
- …questions Tesco’s Price Promise claims
- …to launch adult clothing
- Sainsbury’s
- …staff share record £90 million bonus pot
- …Justin King sees 23% rise in pay package
- …to help food start-ups enter market
- …ups digital with video-on-demand
- Tesco
- …F&F announces international expansion plans
- …posts fall in Q1 sales
- …trials “super convenience” store
- …Fresh & Easy boss receives payout
- Waitrose
- …boss threatens Ocado and Morrisons deal
- …signs cricket sponsorship deal
- …to supply Chile with British products
- …unveils store revamp programme
- Other food specialists
- Holland & Barrett owner acquires Essenza chain
- Hotel Chocolat looks to sell minority stake
- Wholesalers
- Booker profits rise 13%
- Clothing retailing
- All Saints launches film production Company
- Barbour
- …appoints two new senior team members
- …awarded £549,000 government investment
- Basic Thinking opens new factory in Leicester
- Bhs sales down in 2011/12
- Burberry posts profits rise
- Cambridge Satchel Company in talks with Wahaha
- Cocosa hires new general manager
- Coggles falls into administration
- French Connection like-for-like sales flat
- Hackett takes Ferrari store on Regent Street
- Hobbs’ profits up 1.3%
- Hunter Boots appoints new ecommerce director
- Issa founder and creative director to exit business
- Jaeger finance director steps down
- Joules targeted by LVMH’s private equity arm L Capital
- Lee Cooper expands into Baltic markets
- Monsoon Accessorize hires Jacques Vert director as digital boss
- Moss Bros’ online sales increase by 138%
- New Look returns to profit
- Next plc announces board changes
- Oki Ni bought by ecommerce group
- Reiss
- …‘back on track’ with new structure
- …ecommerce and brand directors to exit
- River Island set to expand in Australia
- SuperGroup
- …appoints new international director
- …plans German expansion
- TM Lewin eyes Nigeria, India and Philippines for international expansion
- Topshop unveils festival collection
- Footwear retailing
- Clarks pre-tax profits rise
- LK Bennett
- …appoints former Burberry director
- …plans expansion in China
- Schuh opens first out-of-town store
- Mixed Goods Retailing
- Poundland cuts prices
- The Original Factory Shop hires Tony Page as chief executive
- Multi-Sector Retailing
- Laura Ashley pays shareholders special dividend
- Home Retail Group boss reward package rises
- M&S
- …marketing and store environment directors to leave
- …boosts womenswear with two appointments
- …boss Marc Bolland pay drops by a third
- …hits lowest annual profit since 2009 as clothing sales drop
- …previews crucial autumn/winter collection
- Department stores
- Harvey Nichols to expand Birmingham branch
- House of Fraser
- …strong performance boosted by soaring online sales
- …to boost premium credentials
- John Lewis to open Oxford store
- Louboutin to open standalone store in Harrods
- Selfridges
- …opens world’s largest denim store
- …sees exit of online and finance bosses
- DIY retailing
- B&Q
- …and Morrisons confirm joint shopping space
- …trials tool upcycling scheme in Bristol
- Home Retail Group boss reward package rises
- Kingfisher posts Q1 results
- Topps Tiles posts H1 results
- Travis Perkins posts Q1 results
- Shopping centres
- Trinity Leeds: 2.7 million visitors in first month
- Whiteley shopping centre opens in Hampshire
- Electrical retailing
- Dixons reports growth in the UK, Ireland and Northern Europe
- Maplin’s operating profit declines by 33.6%
- Furniture retailing
- Barker & Stonehouse opens first London store
- Dreams chief executive Nick Worthington steps down
- Dwell looks at sale
- Steinhoff Europe increases funding facilities
- Sun European pays £23 million to clear debt owed after Dreams collapse
- Home shopping
- Amazon
- …to open London office
- …under fire over dodged tax bill
- Asos withdraws radioactive belts
- Boden plots international expansion
- Brand Alley seeks overseas expansion
- eBay to launch click-and-collect service
- Findel sees pre-tax profits rise 50%
- Iceland to launch online offering
- Morrisons signs deal with Ocado to launch online store
- N Brown boss awarded £4 million ‘golden hello’
- Ocado
- …eyes transformation from supermarket to hypermarket
- …reconfirms that it will not be acquired by Morrisons
- PayPoint relaunches Collect+
- Royal Mail to enter Click and Collect initiative
- Primark makes first move into online retail
- Retailers to invest £5bn in omnichannel over next five years
- Shop Direct reviews womenswear brand portfolio
- Very launches new collection
- WorldStores received £10 million investment
- Off-licences
- Bargain Booze hires wine consultant
- Health & beauty retailing
- Boots posts year-end results
- Lloyds pharmacy to roll out new store layout
- The Fragrance Shop posts record year-end results
- Book and stationery retailing
- Card Factory
- …considers public offering
- …plots 1,200 store expansion
- WH Smith voted worst store on high street
- Sports and leisure goods retailing
- Snow+Rock reports flat full-year profits
- Sports Direct
- …closes 20 Republic stores
- …launches news website
- Jewellers
- Aurum’s profits increase by 7%
- Signet posts sales fall at H Samuel
- Theo Fennell extends bid deadline
- Miscellaneous specialist retailing
- Halfords posts fall in pre-tax profits
- Mamas & Papas launches kidswear range
- Mothercare posts full year results
- Economy
- BRC:
- …cash payments falling in the UK
- …retail sales up 1.8% on a like-for-like
- …shop vacancy levels rise to record high
- ONS: Retail sales down 1.3% in April
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