Table of Contents
Analyst Comment – Amazon Prime Day 2018
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- The Prime Day ticket
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- Figure 1: Membership of Amazon Prime, March 2017-18
- The biggest event to date, on and offline
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- Figure 2: Amazon UK home page – Prime Day, July 2018
- Figure 3: All Saints Prime Day offer, July 2018
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- Figure 4: Take That at Unbox Prime Day, July 2018
- Figure 5: Amazon Smile Boxes London, July 2018
- The deals: a broader market place
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- Figure 6: Amazon devices Prime Day 2018, July 2018
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- Figure 7: Amazon Handmade Prime Day 2018, July 2018
- Rivals retreat?
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- Figure 8: Currys PC World event, July 2018
- What it means
UK Retail Sales
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- Key points
- Retail sales
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- Figure 9: Retail sales trends, 2017/18
- Figure 10: UK retail sales y/y growth, BRC vs ONS, 2016-18
- John Lewis
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- Figure 11: John Lewis Department Stores: year-on-year growth, Apr 2017-Jun 2018
- Inflation
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- Figure 12: Annual percentage change in the consumer price index for selected product groups, 2016-17
- Inflation and wages
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- Figure 13: Real wages growth: wages growth vs inflation, Jan 2015-Jun 2018
- Confidence
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- Figure 14: Mintel Financial confidence tracker, January 2015-June 2018
- Looking forward
Sector Focus – Clothing and Footwear
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- Footwear and clothing specialists underperforming
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- Figure 15: Annual % change in value clothing and footwear retail sales, non-seasonally adjusted, by month, Jan 2017-Jun 2018
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- Figure 16: Annual % change in volume clothing and footwear retail sales, non-seasonally adjusted, by month, Jan 2017-Jun 2018
- Inflation
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- Figure 17: CPI: annual % change in the price of clothing and footwear (incl. repairs), Jan 2017-Jun 2018
- Consumer spending peaks in second half of 2017
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- Figure 18: Consumer spending on clothing and footwear, at current prices, non-seasonally adjusted, Q1 2017-Q1 2018
- Middle market continues to be squeezed
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- Figure 19: Attitudes to shopping for clothes, July 2017
Launch Activity and Innovations
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- UK: Asda launches online nutritional search tool
- UK: Tesco testing new checkout-free Scan Pay Go app
- UK: Next to introduce wedding dress concession
- UK: Argos launches augmented reality for TV buying
- UK: Harvey Nichols rolls out omnichannel tech platform
- UK: Screwfix opens first net zero energy store
Headlines for the Month
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- Co-ops
- Grocers
- Clothing retailing
- Footwear retailing
- Mixed Goods retailing
- Department stores
- Electrical retailing
- Carpet retailing
- Home Shopping
News Analysis – Food and Drink
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- Co-ops
- UK: The Co-op
- …£15 million bid for Costcutter rejected
- …buys four Little Waitrose stores
- Grocers
- UK: Iceland
- …launches tech start-up collaborator program
- …trialling initiative to scrap plastic bags
- …sales up in 2017
- UK: Lidl to create 300 new jobs in Scotland
- UK: Sainsbury's
- …extends partnership with Patisserie Valerie to more bakery counters
- …retail sales rise 0.8%
- UK: Tesco
- …and Carrefour create global strategic alliance
- …UK chief executive steps down due to illness
- …drop brand guarantee
- …group like-for-likes up in Q1
- Off-licences
- UK: Majestic Wine full year sales grow thanks to Naked Wines
News Analysis – Clothing and Footwear
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- UK: Anthropologie appoints Peter Ruis
- UK: AX | Armani Exchange opens standalone store in Liverpool ONE
- UK: Bonmarché
- …profits increase alongside sales dip
- …cuts 140 jobs
- UK: Calvetron Brands
- …to close 102 Jacques Vert and Precis concessions
- …to close all remaining concessions
- UK: Edinburgh Woollen Mill withdraws Wyevale takeover bid
- UK: Henri Lloyd survives administration but sells five stores
- UK: Matalan reveals strong first quarter revenue growth
- UK: Matchesfashion launches homeware range
- UK: Mothercare to ramp up store closures
- UK: Mulberry profits up 36% as it announces South Korea expansion
- UK: New Look reports underlying operating loss of £74.3 million
- UK: Primark reveals 7% uplift in sales during Q3
- UK: Superdry delivers double-digit growth in 2017
- UK: Ted Baker revenues up 4.2%
- UK: Clarks boss resigns
- UK: Footasylum revenues jumps by a third in full year results
- UK: Karen Millen signs footwear deal with Pentland Brands
News Analysis – Mixed Goods Retailing
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- UK: Poundland
- …founder reportedly considering a return to the high street
- …first-half like-for-like sales up
- …to trade Pep&Co in 300 locations
- UK: The Original Factory Shop
- …CVA gets the go-ahead
- …set to close 32 stores
- UK: Poundworld
- …enters administration
- …to cut 98 head office staff
- …to start ‘closing down’ sales
News Analysis – Multi-sector Retailing
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- UK: M&S
- …decides not to publish interim results
- …and Microsoft launch strategic partnership
- …may drop its Per Una brand
- Department stores
- UK: House of Fraser
- …rescue plan faces vote
- …gains breathing space from lenders
- …CVA voted through
- UK: Debenhams
- …issues third profit warning of 2018
- …offers space to local food producers
- UK: John Lewis
- …sets out plan for the future
- …trials clothing buyback scheme
- …selects finalists to join retail tech innovation programme
- …unveils rebrand
- DIY retailing
- UK: Homebase to cut over 300 head office jobs
- UK: Topps Tiles reports like-for-likes decline of 2.3% in Q3
- Electrical retailing
- UK: Dixons Carphone profit before tax falls 23.6%
- Carpet retailing
- UK: Carpetright reports drop in sales and profit
- Furniture retailing
- UK: Dunelm digital director leaves role
- UK: Habitat to open two new standalone stores
- UK: Mattressman closes over half of its stores
- UK: Steinhoff posts a loss of €599 million
- Home shopping
- UK: Amazon launches Home Services offering in the UK
- UK: ASOS
- …bans mohair, silk and cashmere products
- …US Supreme Court tax decision hits ASOS share price
- UK: Boohoo
- …launches collaboration with Paris Hilton
- …sales up 53% in Q1
- UK: Kleeneze IP bought by Ultimate Products
- UK: N Brown product revenue falls in Q1 as store closures considered
- UK: Ocado first-half revenue up, but earnings down
- UK: Trouva expands into Germany
- Health & Beauty retailing
- UK: Superdrug profits and sales up
- Sports and Leisure Goods retailing
- UK: Foot Locker opens largest European store in Liverpool
- UK: JD Sports continues expansion and sales are on track
- UK: Sports Direct disposes of Finish Line and acquires stake in Iconix
- Jewellers
- UK: Aurum Holdings prepares for flotation
- Toys and Games retailing
- UK: Games Workshop full year results sees £5 million bonus for staff
- Economy
- UK: BRC
- …reports decline in non-food prices
- …like-for-like retail sales up 1.1% in June 2018
- …footfall begins to improve in May
- UK: Hammerson reportedly undergoing strategy review
- UK: May retail sales up 6.3%
- UK: Pride in London opens pop-up shop in Soho
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