Table of Contents
Analyst Comment
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- Walgreens and Boots
- Merger or takeover?
- Why?
- Does it all make sense?
- So – why the doubts?
- And Boots?
- Who benefits?
Headlines for the Month
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- Grocers
- Clothing retailing
- Mixed goods retailers
- Multi-Sector retailing
- Miscellaneous specialists
- Department Stores
- DIY retailing
- Music and Video Goods retailing
- Carpet and furniture retailing
- Home Shopping
- Health and beauty retailing
- Book and stationery retailing
- Sports and leisure Goods retailing
- Jewellers
- Economy
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 1: Retail sales trends, 2011-12
- The BRC data for June
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-12
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, 2011-12
- Inflation and wages
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- Figure 4: RPI vs Average Weekly earnings growth, 2008-2012
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2011-12
- Looking forward
Sector Focus – Food Retailers
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- Mintel’s Tracker
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- Figure 6: Mintel Tracker survey: Agreement with statements on grocery shopping habits, Mar-Jun 2012
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- Figure 7: Mintel Tracker survey: Agreement with statements on grocery shopping habits, by age/affluence, June 2012
- Retail sales and consumer spending
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- Figure 8: Retail sales, 2007-12
- Figure 9: Food retailers’ sales as percentage of all retail sales (excl. fuel), 2007-12
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- Figure 10: Consumer spending, 2007-12
- Inflation
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- Figure 11: Consumer prices index: Year-on-year percentage change, June 2011 – June 2012
- Figure 12: Primary commodity prices: year-on-year percentage change, Q1 2011 – Q2 2012
- Leading retailers
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- Figure 13: Leading ten grocery retailers, ranked by 2010/11 revenues, 2010/11 – 2011/12
News Analysis
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- Grocers
- Aldi to create 3,000 new jobs
- Asda
- …and Lidl increase pay to farmers after milk price protests
- …George opens first Guernsey store
- …Income Tracker: Disposable income stabilises in June
- …to launch financial services
- Iceland
- …and Farmfoods face milk price protests
- …plans to launch online grocery site
- …to roll-out Bonus Card and coupon initiative
- Morrisons
- …and Asda in milk price war
- …launches pop-up play parks
- Nisa sees record sales growth
- Sainsbury’s to introduce renewable energy solution to 100 stores
- Tesco
- …Bank adds mortgages to its offering
- …invests in premium coffee shop
- …launched virtual shopping wall at Gatwick Airport
- …opens Olympic pop-up shop
- …superstore managing director to head Extra division
- The Co-operative
- …Group’s CEO to step down
- …looks set for further acquisitions
- …secures £950m refinancing deal
- Other Food Specialists
- Greggs' like-for-likes drop due to wet weather and store growth
- Thorntons reports like-for-like rise in Q4
- Off-licences
- Bargain Booze to appoint new chief executive
- Oddbins launches campaign to oppose 'perverse' Olympic rules
- Clothing retailing
- All Saints returns to profit and considers expansion trail
- Ann Summers sales up 78%
- Burberry
- …reports 11% revenue boost
- …to end fragrance licence agreement with InterParfums
- Ethel Austin
- …bought out of administration by Liric
- …falls into administration
- Evans to open new store on Oxford Street
- French Connection
- …kidswear set for international expansion
- …reports falling revenues and issues profit warning
- Jigsaw parent reports £10m loss
- Next reports strong online growth and ups profit target
- Primark
- …plans Milton Keynes flagship
- …sales rise despite bad weather
- Rag & Bone opens first London store
- Republic
- …attracts premium menswear brands in upmarket repositioning move
- …launches three new womenswear brands amid major growth strategy
- Stella McCartney to launch new childrenswear range
- SuperGroup
- …reports falling underlying profits
- …to expand categories
- Tom Ford to open first UK standalone store
- Urban Outfitters to open in Trinity Leeds
- Victoria's Secret delays UK launch
- Vivienne Westwood
- …returns to profit
- …to open store in Wales
- Mixed Goods Retailing
- 99p Stores
- …reports profit surge, but slowing growth
- …to extend food offering
- Wilkinson reveals new store format
- Poundland appoints Tesco director as chairman
- The Original Factory Shop reports rising EBITDA
- Wellchester to close down
- Multi-Sector Retailing
- Argos launches Habitat range
- Marks & Spencer
- …announces new Per Una head
- …confirms Bostock's departure and reports sales down in Q1
- …first bank to offer fee-only service
- …introduces contactless payment in London stores
- …shares rise amid speculation of a takeover bid
- Miscellaneous Specialists
- Halfords
- …chief executive resigns
- …to offer practical driving tests in Government tie up
- Hobbycraft looks to improve multichannel offer
- Mothercare UK like-for-like sales fall 6.7% in Q1
- Department Stores
- Allders purchase considered by former owner
- Debenhams expands footwear range
- Harrods
- …opens revamped toy department
- …reports profits up 15%
- John Lewis
- …director departs
- …launches its biggest own brand yet
- …to open first ever pop-up shop
- …reports strong first half revenues
- DIY retailing
- Kingfisher reports flat like-for-like sales
- Robert Dyas
- …back to growth
- …sold to Paphitis
- Travis Perkins’ retail division reports 8.8% fall in like-for-like sales
- Electrical retailing
- Carphone Warehouse
- …may takeover European venture after Best Buy bid
- …reports 2% decline in like-for-likes
- Comet on track to return to black with new owners
- Dixons increases Pixmania stake
- Maplin managing director exits
- Music and Video Goods Retailing
- Games Workshop reports rise in profits
- HMV
- …boss Simon Fox departs and Jessops' boss takes over
- …Hammersmith Apollo deal complete
- …reports full-year loss
- …sales rise on back of Olympic ceremony
- Musicroom reports 2.3% growth
- Carpet and Furniture retailing
- BrightHouse looks to boost online offer
- Carpetright receives boost from wet weather
- Dreams' owner plans restructuring
- Home Shopping
- Achica to launch own brands
- Amazon
- …retains top market share spot
- …to open new digital media development centre in London
- Asos
- …denies director to exit
- …sales up 31% in Q1
- Brand Alley reports sales up 20% in H1
- eBay partners with the British Fashion Council
- Farepak customers to receive half their money back
- Findel reports 8% increase in sales
- Ocado launches pop-up virtual wall
- Shop Direct reports 36% boost in EBITDA
- The Hut considers Sir Terry Leahy as new chairman
- Health & Beauty retailing
- Chanel to open pop-up fragrance and beauty store
- Lloydspharmacy set to make redundancies
- The Perfume Shop to launch private-label collection
- Book and stationery retailing
- American Greetings' Clinton Cards acquisition to be investigated by OFT
- Clintons unveils its rebrand
- Sports and Leisure Goods Retailing
- JJB Sports
- …appoints La Senza director as new CEO
- …chief executive to step down
- …investors consider turnaround strategy
- …looks for further funding after sales fall
- Sports Direct
- …acquires stake in Flannels
- …reports rising profits in "record" year
- Jewellers
- Boodles reports profit boost
- Pandora profits fall due to stock swap plan
- Signet Jewellers to cut 99 jobs
- Economy
- Bluewater to become UK's largest shopping centre
- BRC
- …July retail sales up 0.1%
- …June retail sales boosted by Jubilee
- …reports 0.5% fall in number of retail outlets
- Capital Shopping Centres shows resilience
- Consumer confidence still low
- Food inflation for July reaches two-year low
- Food is fastest growing sector for mobile searches
- Kantar: Discount grocers report strong growth in market share
- London sees increase in footfall despite concerns
- London Waterloo station opens new balcony
- ONS
- …Inflation falls to 2.4% in June
- …Retail sales volumes and values up in June
- Portas pilots round two revealed
- Sales soar at convenience stores
- Scottish retail sales poor in June
- Shop vacancy levels rise to record
- West End suffers during Olympics, but etail grows
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