Table of Contents
Analyst Comment
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- High streets – winners and losers
- Putting empty units in perspective
- Shopping is changing
- Outlet numbers
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- Figure 1: Change in numbers of retail outlets by sector, 2009-13
- Online and the recession
- A constantly changing sector
Retail Sales – Background and Outlook
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- Key points
- Retail sales trends
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- Figure 2: Retail sales trends, 2013-14
- BRC data for January
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- Figure 3: UK retail sales y/y growth, BRC vs ONS, 2012-14
- John Lewis
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- Figure 4: John Lewis: Year-on-year growth, 2013-14
- Inflation and wages
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- Figure 5: The income squeeze: Wages growth vs inflation, 2008-14
- Inflation
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- Figure 6: Annual percentage change in the consumer price index for selected product groups, 2013-14
- Looking forward
Focus – E-Commerce
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- Executive summary
- Double-digit growth to continue
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- Figure 7: Total online retail sales (incl. VAT), 2012-14
- Segmentation: Electricals strong online
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- Figure 8: Online retail sales by category/sector (incl. VAT), 2013
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- Figure 9: Forecast online sales growth, by category, 2014
- Online market shares: Amazon loses share, John Lewis jumps
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- Figure 10: Leading online retailers’ shares of all online retail sales, 2012 and 2013
- What’s next
Headlines for the Month
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- Co-ops
- Convenience stores
- Grocers
- Clothing retailing
- Multi-sector retailing
- Department stores
- DIY retailing
- Footwear retailing
- Furniture retailing
- Home shopping
- Books and stationery retailing
- Economy
News Analysis – Food and Drink
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- Co-ops
- Co-op
- …CEO Euan Sutherland resigns
- …delay annual results, initiate management reconstruction
- …prepares to sell pharmacies
- …reform plans rejected
- …documents leaked over Co-op salary increases
- …Lord Myners quits The Co-operative Group over planned reforms
- …Tesco looks to buy Co-op pharmacies
- …signs for 54 new stores
- …to enter the mobile phone market
- Convenience stores
- 7-Eleven to enter the UK
- McColl's like-for-like sales up 1.4%
- Grocers
- Aldi
- …and Lidl increase market share
- …ASA uphold complaint over Aldi ad
- Morrison’s
- …chief executive declines bonus
- …‘Disappointing year’ for Morrisons as full-year results are published
- …loses head of digital
- …to take on Aldi and Lidl with price cuts
- Sainsbury’s
- …launches UK’s first ‘grown by women’ coffee
- …sales fall in Q4
- …sells off stake in Anobii
- Tesco
- …finance director to leave company
- …launches Clubcard Fuel Save scheme
- …to face judicial review over ‘Price Promise’
- …to introduce New York deli-diner
- …to pilot pizza delivery
- …finance director could be on the way out
- Waitrose
- …expands newspaper and TV offering
- …to open first national distribution centre
- Off-licences
- Majestic warns that pre-tax profit will be flat
News Analysis – Non-food
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- Clothing retailing
- Ann Summers is to put Knickerbox up for sale
- Better Capital pumping £7.5m into its Jaeger stores
- BHS Food
- …will undercut its rivals
- …signs food supply deal with Booker
- Eight stores closed by Internaçionale administrators
- Esprit considers UK retail exit
- Forever 21 reports losses in the UK
- French Connection narrows full-year losses
- IRO to open London Flagship
- J Crew looks to open two new stores
- Jack Wills to hire Lord Davies as chairman
- Jigsaw is to open a new flagship ‘emporium’
- King’s Road Sporting Club to close
- Moss Bros sales up 4.2%
- Mulberry chief executive quits
- Next
- …reveal results of a ‘great year’
- …Lord Wolfson giving away his £4m bonus
- …to launch branded spin-off website
- …to overtake rival Marks & Spencer
- Ted Baker sees 24.6% rise in retail sales
- Mixed goods retailing
- Poundland given £750m valuation
- Multi-sector retailing
- Argos reshapes management structure
- Home Retail
- …and Shop Direct to put aside provisions for mis-sold PPI
- …to exceed profit expectations after strong end of year sales
- Laura Ashley sales fall 0.4%
- M&S
- …Q4 results
- …two top executives to leave
- Department stores
- House of Fraser enters acquisition talks
- Jo Hooper to leave John Lewis
- Sanpower to acquire House of Fraser
- DIY retailing
- Kingfisher announces a 5.2% rise in sales
- Electrical retailing
- £4bn merger of Dixons and Carphone Warehouse requires deadline extension
- Vodafone to open 150 new UK stores
- Footwear retailing
- Sole Trader profits rise 24.6%
- Carpet retailing
- Carpertright issues profit warning
- OFT probe inspires change in five furnishers
- Furniture retailing
- DFS sales down 1.3% in the first half of the year
- Homewares retailing
- Dunelm Q3 sales up 9.9%
- Home shopping
- Amazon given option on Yodel
- ASOS
- …reports 26% sales growth
- …sales up 34%
- Boohoo.com
- …makes its stock market debut
- …sees EBITDA rise by 200%
- Bourne to open first store
- Jacamo and Simply Be to make Oxford Street debut
- Littlewoods wins £1.2bn tax victory
- M and M Direct eyes £150m sale
- Moonpig.com owner planning IPO
- Ocado posts strong sales growth in the 12 weeks to 23 February 2014
- Health and beauty retailing
- Walgreens and Alliance Boots partnership ‘exceeding expectations’
- Book and stationery retailing
- Smiggle to expand outside of London
- WHSmith first half pre-tax profit up, like-for-like sales down
- Sports and leisure goods retailing
- JD Sports invests in Mainline Menswear
- Mike Ashley
- …sells stake in Sports Direct
- …Sports Direct cancels AGM
- Toys and games retailing
- Sales rise 1.3% for The Entertainer
- The Toy Store to enter the UK
- Miscellaneous specialist retailing
- Albemarle & Bond shares suspended
- Bids for Kiddicare expected by the end of April
- Evans Cycles profits soar
- Mothercare
- …hires ex-Shop Direct boss as interim CEO
- …Q4 sales dip
- Pets at Home
- …and Poundland set prices for floats
- …former Britvic CEO joins Pets at Home
- Economy
- ONS announces 4.7% rise in February retail spend
- BRC
- …retail sales slow in February
- …shop prices fall 1.7% in March
- …UK footfall drops in February 2014
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