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UK Retail Briefing - November 2017

ANALYST COMMENT: TESCO – BOOKER, A PROVISIONAL GO-AHEAD
Wholesalers concerns dismissed
Focus on retailing and the consumer
Different sorts of C-store
Just a battle, not the war
Where next?
UK RETAIL SALES
Key points
Retail sales
Figure 1: Retail sales trends, 2016/17
Figure 2: UK retail sales y/y growth, BRC vs ONS, Oct 2015- Oct 2017
John Lewis
Figure 3: John Lewis: Year-on-year growth, Oct 2016- Oct 2017
Rising inflation
Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
Inflation and wages
Figure 5: Real wages growth: Wages growth vs inflation, 2012-17
Confidence
Figure 6: Mintel confidence tracker, current financial situation and situation compared to one year earlier, Jan 2014- Oct 2017
Looking forward
SECTOR FOCUS – FOOD RETAILING
Underlying trends
Specialists vs non-specialists
Figure 7: Supermarkets and all retailers sales growth, 2016-17
Figure 8: Supermarkets’ sales as % all retail sales, 2006-17
Figure 9: Food specialists as % all food retailers sales, 2006-16
The hard discounters
Figure 10: Aldi plus Lidl, share of all food retailers sales, 2006-16
Food inflation
Figure 11: Inflation in food and drink, 2015-17
Figure 12: Food and drink, 2 year change in prices, Oct 2015-Oct 2017
Winners and losers
Figure 13: Leading food retailers, like-for-like growth 2017
Wholesaling
Where Next?
INNOVATION AND LAUNCH ACTIVITY
Debenhams to launch instore gyms
River Island unveils first unisex kidswear collection
Travelodge opens in Intu shopping centre
Aldi reveals wine advent calendar
John Lewis launches ‘concierge’ shopping experience
UK: Marks & Spencer to start selling mortgages
UK: Waitrose trials packaging made from tomato plants
HEADLINES FOR THE MONTH
Co-ops
Grocers
Clothing retailing
Multi-sector retailing
Department stores
Home shopping
Book and stationery retailing
NEWS ANALYSIS – FOOD AND DRINK
 CO-OPS
UK: Nisa recommends the Co-op takeover offer to its members
 GROCERS
UK: Asda names Roger Burnley as new CEO
UK: Morrisons sales rise for eighth consecutive quarter
UK: Sainsbury's
…cuts 2,000 jobs
…expands one hour delivery
…launches grab & go van
…sales up 17%
…sets up record label
UK: Tesco launches Christmas advert alongside charity pledge
 OFF-LICENCES
UK: Conviviality retail sales up 10%
UK: Majestic Wine appoints new non-executive director
NEWS ANALYSIS – CLOTHING AND FOOTWEAR
UK: AllSaints sales increase by 20% whilst profits fall
UK: Burberry
…chief creative officer to leave the company
…revenues rise 9%
UK: FatFace record fall in profits despite increase in revenue
UK: French Connection to start selling affordable bridalwear
UK: Jigsaw seeks new ownership
UK: Matalan sales rise in Q2
UK: Next sales rise thanks to online performance
UK: Peter Werth to close all physical stores
UK: Primark sales soar 19%
UK: QUIZ sees strong growth
UK: Sales up at Coast and Oasis
UK: Superdry retail up 12.8%
UK: Ted Baker retail sales grow
UK: Zara sales rise whilst profits fall
UK: Footasylum to float on AIM
UK: Shoe Zone revenues fall in 2016
NEWS ANALYSIS – MULTI-SECTOR 
UK: Argos increases Fast Track capabilities with new fulfilment centres
UK: Flying Tiger Copenhagen sees former owner return
UK: Halfords profits fall 9.8%
UK: Mothercare to look at cutting up to 200 jobs
UK: M&S
…clothing director leaves for White Stuff
…potentially to close more stores
…to start selling mortgages
…sales rise 2.6%
 SHOPPING CENTRES
UK: Travelodge opens in Intu shopping centre
 DEPARTMENT STORES
UK: Debenhams
…profits fall by 44.2%
UK: Harrods profits soar
UK: Liberty sales, footfall and profit rise
UK: Selfridges sales increase by 16%
NEWS ANALYSIS – HOME AND HOUSEHOLD GOODS
 DIY RETAILING
UK: Bunnings
…sales fell by 17.5% in Q1
…to open 100 UK stores over five to eight years
UK: Travis Perkins sees sales rise
 ELECTRICAL RETAILING
UK: Carphone Warehouse collaborates with Goji and Nails Inc
 CARPET RETAILING
UK: Carpetright sales up by 1.8%
 FURNITURE RETAILING
UK: Dunelm profits and sales rise
UK: The Range to open beach-themed store
NEWS ANALYSIS – ONLINE SHOPPING
UK: Amazon
…expands Dash button range to more than 100 brands
…introduces Amazon Prime Villages
…to open pop-up Black Friday shop
…teams up Booths
UK: Asos
…introduces try before you buy
…launches same-day delivery
…profits and sales soar thanks to weak pound
UK: Feelunique starts same-day delivery in London
UK: N Brown profits stagnate whilst revenue rises
UK: Rakuten expands European loyalty program
NEWS ANALYSIS – OTHER NEWS
 HEALTH & BEAUTY RETAILING
UK: LloydsPharmacy to close 190 stores
 BOOK AND STATIONERY RETAILING
UK: Paperchase profits fall
UK: WH Smith travel section boosts growth
 SPORTS AND LEISURE GOODS RETAILING
UK: Cotswold Outdoors profits fall
UK: Go Outdoors sales rise 5.8%
UK: Sports Direct prepares for triathlon store rollout
 PETS AND PET PRODUCTS RETAILING
UK: Just for Pets bought by PRS Trading Ltd
NEWS ANALYSIS – ECONOMY
UK: British Retail Consortium
…footfall drops for September
…September retail sales growth driven by clothes and food
…shop price deflation remains low
…worst performance of non-food sales since 2011
UK: Inflation at highest point for five years
UK: ONS shows positive retail figures for September
UK: Unilever, Mars and and Reckitt Benckiser to sell direct to consumer

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