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Department Store Retailing - UK - March 2011

The department store sector is mature and has consolidated significantly in the last decade as the weakest players failed to compete effectively in today’s marketplace. Mintel estimates that sector sales (based on statutory revenues) were worth £13.7 billion incl. VAT in 2010.

  • Over 19 million adults visit department stores regularly (at least once every 3 months) and 79% of those go on to buy regularly too. The frequent buyers are biased to women and the ABC1 35-54 year-old special group, while occasional shoppers draw more widely from the population at large.
  • John Lewis has gained more shoppers than any other named retailer since 2006 during which time it opened just 5 new stores, four of which were the smaller 'at home' format. Buying levels have climbed by three percentage points, equivalent to an extra 1.5 million customers.
  • Good quality is a key driver - almost half of all adults (some 23 million people) shop in department stores for the quality of the products on offer.
  • More than a third of consumers (c.18 million adults) like the convenience of shopping for different brands and products under one roof and the AB socio-economic bias here perhaps reflects their cash rich time poor status.
  • One in five (around 8 million adults) like department stores for their private label ranges and this rises to one in four ABs. Women are bigger fans of own label too.
  • Being a bit pricey was the main reason for consumers occasionally rather than regularly at department stores. Predictably those agreeing with this statement were strongly biased to the under 25s and the lower socio-economic groups.

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Table of contents

  1. Introduction

    • Department store definition
      • Sector benchmarks
        • Department stores
          • Mixed goods retailers
            • Accounting policy
              • Market shares
                • Abbreviations
                  • Financial definitions
                  • Issues in the Market

                      • Is multi-channel the holy grail for department store retailers?
                        • How can department stores expand through bricks and mortar?
                          • How can department stores broaden their appeal?
                            • How can department stores engage the younger generation?
                              • Which core values resonate with older department store shoppers?
                              • Executive Summary

                                  • The market
                                    • Volatile performance through the downturn
                                      • Figure 1: Department store retailers’ sales* at current and constant prices, 2005-15
                                      • Figure 2: Department store retailers’ sales, 2005-15
                                    • Mixed reactions to recession
                                      • 2010 rebound
                                        • Market factors
                                          • Volatile consumer confidence
                                            • Austerity and inflation = uncertainty
                                              • Tourist trade
                                                • The consumer
                                                  • John Lewis wins more customers
                                                    • Private label will score in 2011
                                                      • Figure 3: Attitudes to department store shopping, January 2011
                                                    • Regular shoppers biased to the ABC1 demographic
                                                      • Quality and Service Led target group underpins demand in 2010
                                                        • Figure 4: Department store target groups, January 2011
                                                      • Companies, brands and innovation
                                                        • Figure 5: Major department store retailers, 2009/10
                                                      • What we think
                                                      • Future Opportunities

                                                          • Guiding Choice
                                                            • Prove It
                                                            • Broader Market Environment

                                                              • Key points
                                                                • Austerity + inflation = uncertainty
                                                                    • Figure 6: GDP, Personal Disposable Income (PDI), consumer expenditure and savings, at current prices, 2005-15
                                                                    • Figure 7: GDP, Personal Disposable Income (PDI), consumer expenditure and savings, at constant 2010 prices, 2005-15
                                                                  • Implications for retail sales
                                                                    • Consumer confidence remains volatile
                                                                      • Figure 8: GFK NOP monthly consumer confidence index, Jan 2005-Dec 2010
                                                                    • Chinese tourism boosts spend
                                                                      • Inflation to remain high
                                                                        • The benefits of getting older
                                                                            • Figure 9: Trends and projections in the UK population (‘000s), by age group, 2005-15
                                                                            • Figure 10: UK: % of total population aged 65+, 2010, 2015 and 2020
                                                                        • Competitive Context

                                                                          • Key points
                                                                            • Consumer spending in main department store categories
                                                                                • Figure 11: Consumer spending on key department store markets, 2005-10 (Q1-Q3)
                                                                              • Competition with other sectors
                                                                                • Beauty specialists
                                                                                  • Clothing specialists
                                                                                    • Electricals specialists
                                                                                      • Grocers
                                                                                        • CPI remaining high
                                                                                            • Figure 12: UK: Consumer prices inflation for various categories, Jan 2010-Jan 2011
                                                                                        • Strengths and Weaknesses in the Market

                                                                                          • Strengths
                                                                                            • Weaknesses
                                                                                            • Who’s Innovating?

                                                                                              • Pop-up stores
                                                                                                • Online initiatives
                                                                                                  • Harvey Nichols – a mobile pop-up?
                                                                                                    • Daimaru Shinsaibashi targets the twenty somethings too
                                                                                                      • Selfridges steps up with its ‘open to the world’ philosophy
                                                                                                        • Harrods taps into workplace learning trend
                                                                                                          • And from across the pond
                                                                                                          • Sector Size and Forecast

                                                                                                            • Key points
                                                                                                              • Technical note
                                                                                                                • Past performance
                                                                                                                  • Forecast
                                                                                                                    • Figure 13: Department store retailers’ sales* at current and constant prices, 2005-15
                                                                                                                    • Figure 14: Department store retailers’ sales*, 2005-15
                                                                                                                    • Figure 15: Department store retailers sales as % all retail sales, 2003-15
                                                                                                                  • Forecast methodology
                                                                                                                    • Department store prospects
                                                                                                                      • Who will be the key customers?
                                                                                                                        • Managing price increases and value perceptions
                                                                                                                          • Private label – a compelling alternative to premium brands
                                                                                                                            • Multi-channel support
                                                                                                                              • Store expansion at home and overseas will drive some medium term growth
                                                                                                                                • Department store outlet data
                                                                                                                                  • Figure 16: Identified department stores, outlet numbers, 2003-09
                                                                                                                                • Mixed goods retailers
                                                                                                                                  • Sector sales and forecasts
                                                                                                                                    • Figure 17: Mixed goods retailers’ sales, 2005-15
                                                                                                                                  • Outlet data
                                                                                                                                    • Figure 18: Non-specialised retail outlet numbers, 2004-08
                                                                                                                                • Retail Competitor Analysis

                                                                                                                                  • Key points
                                                                                                                                    • Market leaders continued to invest
                                                                                                                                      • Older consumers return to the market
                                                                                                                                        • House of Fraser stands out
                                                                                                                                          • Debenhams impacted by constrained family shopper?
                                                                                                                                            • Premium players boosted by overseas tourists and luxury bounce back …
                                                                                                                                              • ... and continue to gain market share
                                                                                                                                                • Figure 19: UK: Combined market share of Selfridges, Harrods and Harvey Nichols, 2005-09
                                                                                                                                              • Further fallout
                                                                                                                                                • Figure 20: Major department store retailers, 2009/10
                                                                                                                                              • Market shares
                                                                                                                                                • Figure 21: Department store retailers, market shares, 2009
                                                                                                                                            • Retail Advertising and Promotion

                                                                                                                                              • Key points
                                                                                                                                                • Figure 22: Main media advertising spend, by department stores, 2007-10
                                                                                                                                                • Figure 23: Annual % change in main media advertising spend, by leading department stores, 2007-10
                                                                                                                                              • Spending as percentage of turnover
                                                                                                                                                • Figure 24: UK: Main advertising spending as percentage of total sales for the ten leading department store chains, 2007-09
                                                                                                                                                • Figure 25: Major department stores’ main media advertising spend as % of sales, 2008 and 2009
                                                                                                                                              • Spending by media
                                                                                                                                                  • Figure 26: Main media advertising by department stores, by media used, 2010
                                                                                                                                              • Brand Elements

                                                                                                                                                • Brand map
                                                                                                                                                    • Figure 27: Attitudes towards and usage of department store brands, December 2010
                                                                                                                                                  • Brand attitudes
                                                                                                                                                    • Figure 28: Attitudes by Department store brand, December 2010
                                                                                                                                                  • Brand personality
                                                                                                                                                    • Figure 29: Department store brand personality – macro image, December 2010
                                                                                                                                                    • Figure 30: Department store brand personality – micro image, December 2010
                                                                                                                                                  • Correspondence analysis
                                                                                                                                                    • Brand experience
                                                                                                                                                      • Figure 31: Department store brand usage, December 2010
                                                                                                                                                      • Figure 32: Satisfaction with various department store brands, February 2010
                                                                                                                                                      • Figure 33: Consideration of department store brands, December 2010
                                                                                                                                                      • Figure 34: Consumer perceptions of current department store brand performance, December 2010
                                                                                                                                                      • Figure 35: Department store brand recommendation – Net Promoter Score, December 2010
                                                                                                                                                    • Brand index
                                                                                                                                                      • Figure 36: Department store brand index, December 2010
                                                                                                                                                      • Figure 37: Department store brand index vs. recommendation, December 2010
                                                                                                                                                    • Target group analysis
                                                                                                                                                      • Figure 38: Target groups, December 2010
                                                                                                                                                      • Figure 39: Department store brand usage, by target groups, December 2010
                                                                                                                                                    • Group One – The Conformists
                                                                                                                                                      • Group Two – Simply the Best
                                                                                                                                                        • Group Three – Shelf Stalkers
                                                                                                                                                          • Group Four – Habitual Shoppers
                                                                                                                                                            • Group Five – The Individualists
                                                                                                                                                            • The Consumer – Which Department Store They Shop

                                                                                                                                                                • Key points
                                                                                                                                                                    • Figure 40: Department stores bought from in the last six months, January 2011
                                                                                                                                                                  • Changing face of the sector
                                                                                                                                                                      • Figure 41: Which department stores consumers have bought from in the previous six months, 2001-04, 2006, 2008 and 2011
                                                                                                                                                                    • Winners and losers
                                                                                                                                                                      • M&S likely to have gained general merchandise shoppers
                                                                                                                                                                        • John Lewis forges ahead
                                                                                                                                                                          • Debenhams expansion fails to drive significantly more shoppers
                                                                                                                                                                            • House of Fraser nudges up on same size network
                                                                                                                                                                              • Is Selfridges losing shoppers to House of Fraser?
                                                                                                                                                                                • TJ Hughes loses out
                                                                                                                                                                                  • Retailer market positioning
                                                                                                                                                                                      • Figure 42: UK: Market positioning of leading department stores, January 2011
                                                                                                                                                                                      • Figure 43: Most popular department stores bought from in last six months, by gender, age and socio-economic group, January 2011
                                                                                                                                                                                      • Figure 44: Next most popular department stores bought from in last six months, by gender, age and socio-economic group, January 2011
                                                                                                                                                                                    • Repertoire – less promiscuous shoppers in this sector
                                                                                                                                                                                        • Figure 45: department stores bought from, by repertoire of department stores, January 2011
                                                                                                                                                                                    • The Consumer – Department Store Shopper Habits

                                                                                                                                                                                        • Key points
                                                                                                                                                                                          • High conversion rate among the frequent visitors
                                                                                                                                                                                            • Figure 46: Department store shopping habits, January 2011
                                                                                                                                                                                          • Grabbing the attention of male shoppers
                                                                                                                                                                                              • Figure 47: Department store shopping habits, by gender, January 2011
                                                                                                                                                                                            • ABC1 bias
                                                                                                                                                                                                • Figure 48: How often they visit and buy from department stores, by gender, age, socio-economic group and lifestage, January 2011
                                                                                                                                                                                            • The Consumer – Attitudes to Department Store Shopping

                                                                                                                                                                                                • Key points
                                                                                                                                                                                                    • Figure 49: Attitudes to department store shopping, January 2011
                                                                                                                                                                                                  • On the whole men quite like department stores
                                                                                                                                                                                                    • Target groups
                                                                                                                                                                                                        • Figure 50: Department store target groups, January 2011
                                                                                                                                                                                                        • Figure 51: Attitudes towards department stores, by target groups, January 2011
                                                                                                                                                                                                      • Group 1: Convenience Seekers (20%)
                                                                                                                                                                                                        • Who are the Convenience Seekers?
                                                                                                                                                                                                          • Group 2: Quality and Service Led (15%)
                                                                                                                                                                                                            • Who are the Quality and Service Led?
                                                                                                                                                                                                              • Group 3: Specials Seekers (15%)
                                                                                                                                                                                                                • Who are the Specials Seekers?
                                                                                                                                                                                                                  • Group 4: Browsers (6%)
                                                                                                                                                                                                                    • Who are the Browsers?
                                                                                                                                                                                                                      • Group 5: Indifferent (44%)
                                                                                                                                                                                                                        • Who are the Indifferent?
                                                                                                                                                                                                                          • Where people shop by typology
                                                                                                                                                                                                                              • Figure 52: Target groups, by department stores bought from in last six months, January 2011
                                                                                                                                                                                                                          • The Consumer – Occasional Shopper Attitudes

                                                                                                                                                                                                                              • Key points
                                                                                                                                                                                                                                  • Figure 53: Why they only shop occasionally, January 2011
                                                                                                                                                                                                                                  • Figure 54: Why they only shop occasionally, by gender, age and socio-economic group, January 2011
                                                                                                                                                                                                                                • Young people find better value elsewhere
                                                                                                                                                                                                                                  • Lower socio-economic groups find department stores a bit pricey
                                                                                                                                                                                                                                    • Convenience is important for the ABC1s
                                                                                                                                                                                                                                      • Older people not prepared to travel
                                                                                                                                                                                                                                        • Families in particular find them pricey
                                                                                                                                                                                                                                            • Figure 55: Those that think they are a bit pricey, by lifestage and presence of children, January 2011
                                                                                                                                                                                                                                            • Figure 56: Those that think they are a bit pricey or can find better value elsewhere, by special group, January 2011
                                                                                                                                                                                                                                            • Figure 57: Why they only shop occasionally, by lifestage, presence of children and special group, January 2011
                                                                                                                                                                                                                                        • Appendix – Broader Market Environment

                                                                                                                                                                                                                                          • Population
                                                                                                                                                                                                                                            • Figure 58: Europe top 7: Population breakdown, by age group, 2005
                                                                                                                                                                                                                                            • Figure 59: Europe top 7: Population breakdown, by age group, 2010
                                                                                                                                                                                                                                            • Figure 60: Europe top 7: Population breakdown, by age group, 2015
                                                                                                                                                                                                                                            • Figure 61: Europe top 7: Population breakdown, by age group, 2020
                                                                                                                                                                                                                                          • GDP
                                                                                                                                                                                                                                            • Figure 62: Europe top 7: GDP (in current prices) 2000-Q4 2010
                                                                                                                                                                                                                                            • Figure 63: Europe top 7: GDP growth rates (in constant prices), 2000-Q4 2010
                                                                                                                                                                                                                                          • Consumer spending
                                                                                                                                                                                                                                            • Figure 64: Europe top 7: Consumer spending (in current prices) 2001-Q4 2010
                                                                                                                                                                                                                                            • Figure 65: Europe top 7: Consumer spending growth rates (in constant prices) 2001-Q4 2010
                                                                                                                                                                                                                                          • Consumer prices
                                                                                                                                                                                                                                            • Figure 66: Europe top 7: Consumer prices, 2001-Jan 2011
                                                                                                                                                                                                                                          • Unemployment
                                                                                                                                                                                                                                            • Figure 67: Europe top 7: Average rate of unemployment, 2001-10
                                                                                                                                                                                                                                          • Interest rates
                                                                                                                                                                                                                                            • Figure 68: UK and Eurozone: Interest rates, 2004-Q4 2010
                                                                                                                                                                                                                                          • Consumer confidence
                                                                                                                                                                                                                                            • Figure 69: Europe top 6: Consumer confidence, April 2009-December 2010
                                                                                                                                                                                                                                        • Appendix – Which Department Store They Shop

                                                                                                                                                                                                                                            • Figure 70: Most popular department stores bought from in last six months, by demographics, January 2011
                                                                                                                                                                                                                                            • Figure 71: Next most popular department stores bought from in last six months, by demographics, January 2011
                                                                                                                                                                                                                                            • Figure 72: Repertoire of department stores bought from in last six months, by demographics, January 2011
                                                                                                                                                                                                                                        • Appendix – The Department Store Shopper Habits

                                                                                                                                                                                                                                            • Figure 73: Most popular how often they visit and buy from department stores, by demographics, January 2011
                                                                                                                                                                                                                                            • Figure 74: Next most popular how often they visit and buy from department stores, by demographics, January 2011
                                                                                                                                                                                                                                        • Appendix – Attitudes to Department Store Shopping

                                                                                                                                                                                                                                            • Figure 75: Most popular attitudes towards department store shopping, by demographics, January 2011
                                                                                                                                                                                                                                            • Figure 76: Next most popular attitudes towards department store shopping, by demographics, January 2011
                                                                                                                                                                                                                                          • Target groups
                                                                                                                                                                                                                                            • Figure 77: Target groups, by demographics, January 2011
                                                                                                                                                                                                                                        • Beale

                                                                                                                                                                                                                                            • Figure 78: Beale Plc: Sales as share of department store and mixed goods retailers sales in the UK, 2006-10
                                                                                                                                                                                                                                          • Strategic evaluation
                                                                                                                                                                                                                                            • Financial performance
                                                                                                                                                                                                                                              • Figure 79: Beale Plc: Group financial performance, 2005/06-2009/10
                                                                                                                                                                                                                                            • Store portfolio
                                                                                                                                                                                                                                              • Figure 80: Beale Plc: Outlet data, 2006-10
                                                                                                                                                                                                                                            • Retail offering
                                                                                                                                                                                                                                              • e-commerce and home shopping
                                                                                                                                                                                                                                              • Debenhams

                                                                                                                                                                                                                                                  • Figure 81: Debenhams: Sales as share of department store and mixed goods retailers sales, 2005-09
                                                                                                                                                                                                                                                • Strategic evaluation
                                                                                                                                                                                                                                                  • Overseas franchises increase brand exposure
                                                                                                                                                                                                                                                    • Recent history
                                                                                                                                                                                                                                                      • Financial performance
                                                                                                                                                                                                                                                          • Figure 82: Debenhams: Group financial performance, 2005/06-2009/10
                                                                                                                                                                                                                                                        • Store portfolio
                                                                                                                                                                                                                                                            • Figure 83: Debenhams: UK and Republic of Ireland outlet data, 2006-10
                                                                                                                                                                                                                                                            • Figure 84: Debenhams: International franchise outlet numbers, 2004-Feb 2011
                                                                                                                                                                                                                                                            • Figure 85: Debenhams: International franchises – countries of operation, February 2011
                                                                                                                                                                                                                                                          • Consumer profile
                                                                                                                                                                                                                                                            • Figure 86: Debenhams shoppers in last six months, by gender, age and socio-economic group, January 2011
                                                                                                                                                                                                                                                            • Figure 87: Debenhams shoppers in last six months, by region and ACORN group, January 2011
                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                            • Figure 88: Debenhams: Own bought product mix, 2006/07 and 2009/10
                                                                                                                                                                                                                                                          • e-commerce and home shopping
                                                                                                                                                                                                                                                              • Figure 89: Debenhams: Online profile of unique visitors, three month average to December 2010
                                                                                                                                                                                                                                                          • Fenwick Ltd

                                                                                                                                                                                                                                                              • Figure 90: Fenwick Ltd: Sales as share of department store sales in UK, 2005-09
                                                                                                                                                                                                                                                            • Strategic evaluation
                                                                                                                                                                                                                                                              • Financial performance
                                                                                                                                                                                                                                                                • Figure 91: Fenwick Ltd: Group financial performance, 2005/06-2009/10
                                                                                                                                                                                                                                                              • Store portfolio
                                                                                                                                                                                                                                                                • Figure 92: Fenwick Ltd: Outlet data, 2005/06-2009-10
                                                                                                                                                                                                                                                              • Retail offering
                                                                                                                                                                                                                                                                • e-commerce and home shopping
                                                                                                                                                                                                                                                                • Harrods

                                                                                                                                                                                                                                                                    • Figure 93: Harrods Ltd: Sales as share of department store retailers’ sales in UK, 2005-09
                                                                                                                                                                                                                                                                  • Strategic evaluation
                                                                                                                                                                                                                                                                    • Recent history
                                                                                                                                                                                                                                                                      • Financial performance
                                                                                                                                                                                                                                                                          • Figure 94: Harrods Ltd: Group financial performance, 2005/06-2009/10
                                                                                                                                                                                                                                                                        • Store portfolio
                                                                                                                                                                                                                                                                            • Figure 95: Harrods Ltd: Outlet data, 2005-2009
                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                            • e-commerce and home shopping
                                                                                                                                                                                                                                                                              • Figure 96: Harrods.com: Profile of online UK unique visitors, three-month average to December 2010
                                                                                                                                                                                                                                                                          • Harvey Nichols Group

                                                                                                                                                                                                                                                                              • Figure 97: Harvey Nichols Group Ltd: Sales as share of department store and mixed goods retailers sales in UK, 2005-09
                                                                                                                                                                                                                                                                            • Strategic evaluation
                                                                                                                                                                                                                                                                              • Recent history
                                                                                                                                                                                                                                                                                • Financial performance
                                                                                                                                                                                                                                                                                    • Figure 98: Harvey Nichols Group Ltd: UK and Ireland retail financial performance, 2005/06-2009/10
                                                                                                                                                                                                                                                                                  • Store portfolio
                                                                                                                                                                                                                                                                                    • Figure 99: Harvey Nichols Ltd: Total domestic versus overseas retail floorspace, 2000-12
                                                                                                                                                                                                                                                                                  • Note: 2011 and 2012 projected based on planned store openings.
                                                                                                                                                                                                                                                                                    • Note: 2011 and 2012 projected based on planned store openings.
                                                                                                                                                                                                                                                                                    • Figure 100: Harvey Nichols Group Ltd: UK and Ireland outlet data, 2005/06-2009/10
                                                                                                                                                                                                                                                                                    • Figure 101: Harvey Nichols Group Ltd: Group outlet data, February 2011
                                                                                                                                                                                                                                                                                  • Retail offering
                                                                                                                                                                                                                                                                                    • e-commerce and home shopping
                                                                                                                                                                                                                                                                                        • Figure 102: Harveynichols.com: Profile of unique visitors, three-month average to December 2010
                                                                                                                                                                                                                                                                                    • House of Fraser

                                                                                                                                                                                                                                                                                        • Figure 103: House of Fraser: Sales as share of department store and mixed goods retailers sales in the UK, 2005-09
                                                                                                                                                                                                                                                                                      • Strategic evaluation
                                                                                                                                                                                                                                                                                        • Online and multi-channel
                                                                                                                                                                                                                                                                                          • Recent history
                                                                                                                                                                                                                                                                                            • Financial performance
                                                                                                                                                                                                                                                                                                • Figure 104: House of Fraser: Group financial performance, 2007/08-2009/10
                                                                                                                                                                                                                                                                                              • Store portfolio
                                                                                                                                                                                                                                                                                                • Consumer profile
                                                                                                                                                                                                                                                                                                  • Figure 105: House of Fraser shoppers in last six months, by gender, age and socio-economic group, January 2011
                                                                                                                                                                                                                                                                                                  • Figure 106: House of Fraser shoppers in last six months, by region and ACORN group, January 2011
                                                                                                                                                                                                                                                                                                • Retail offering
                                                                                                                                                                                                                                                                                                  • e-commerce and home shopping
                                                                                                                                                                                                                                                                                                      • Figure 107: House of Fraser.co.uk: Profile of unique visitors, three-month average to December 2010
                                                                                                                                                                                                                                                                                                  • John Lewis

                                                                                                                                                                                                                                                                                                      • Figure 108: John Lewis Plc: Sales as share of department store and mixed goods retailers sales in UK, 2005-09
                                                                                                                                                                                                                                                                                                    • Strategic evaluation
                                                                                                                                                                                                                                                                                                      • Financial performance
                                                                                                                                                                                                                                                                                                          • Figure 109: John Lewis Plc: Group financial performance, 2005/06-2009/10
                                                                                                                                                                                                                                                                                                          • Figure 110: John Lewis Plc: Half year to end July 2009 and 2010
                                                                                                                                                                                                                                                                                                        • Store portfolio
                                                                                                                                                                                                                                                                                                            • Figure 111: John Lewis Plc: Outlet data, 2005/06-2009/10
                                                                                                                                                                                                                                                                                                          • Consumer profile
                                                                                                                                                                                                                                                                                                            • Figure 112: John Lewis shoppers in last six months, by gender, age and socio-economic group, January 2011
                                                                                                                                                                                                                                                                                                            • Figure 113: John Lewis shoppers in last six months, by region and ACORN group, January 2011
                                                                                                                                                                                                                                                                                                          • Retail offering
                                                                                                                                                                                                                                                                                                            • e-commerce and home shopping
                                                                                                                                                                                                                                                                                                                • Figure 114: John Lewis: Online profile of unique visitors, three month average to December 2010
                                                                                                                                                                                                                                                                                                            • Marks & Spencer (M&S)

                                                                                                                                                                                                                                                                                                                • Figure 115: Marks & Spencer: Non-food sales as share of UK department store and mixed goods retailers sales, 2005-09
                                                                                                                                                                                                                                                                                                              • Strategic evaluation
                                                                                                                                                                                                                                                                                                                • Recent history
                                                                                                                                                                                                                                                                                                                  • Financial performance
                                                                                                                                                                                                                                                                                                                      • Figure 116: Marks & Spencer: Group financial performance, 2005/06-2009/10
                                                                                                                                                                                                                                                                                                                    • Store portfolio
                                                                                                                                                                                                                                                                                                                      • Figure 117: Marks & Spencer: Outlet data, 2005/06-2009/10
                                                                                                                                                                                                                                                                                                                      • Figure 118: M&S: UK Outlets not specialising in food, by type, 2008-10
                                                                                                                                                                                                                                                                                                                    • Consumer profile
                                                                                                                                                                                                                                                                                                                      • Figure 119: Marks & Spencer UK: Consumer profile – demographics, 2010
                                                                                                                                                                                                                                                                                                                      • Figure 120: Marks & Spencer UK: Consumer profile – location, 2010
                                                                                                                                                                                                                                                                                                                      • Figure 121: Marks & Spencer UK: Consumer profile – ACORN group, 2010
                                                                                                                                                                                                                                                                                                                    • Retail offering
                                                                                                                                                                                                                                                                                                                        • Figure 122: Marks & Spencer: own brand portfolio, 2011
                                                                                                                                                                                                                                                                                                                      • e-commerce and home shopping
                                                                                                                                                                                                                                                                                                                        • Figure 123: M&S: M&S Direct sales, 2006/07-2009/10
                                                                                                                                                                                                                                                                                                                        • Figure 124: M&S: Online profile of unique visitors, three month average to December 2010
                                                                                                                                                                                                                                                                                                                    • Selfridges Retail Ltd

                                                                                                                                                                                                                                                                                                                        • Figure 125: Selfridges Retail Ltd: Sales as share of department store and mixed goods retailers sales in the UK, 2005-09
                                                                                                                                                                                                                                                                                                                      • Strategic evaluation
                                                                                                                                                                                                                                                                                                                        • Financial performance
                                                                                                                                                                                                                                                                                                                            • Figure 126: Selfridges Retail Ltd: Group financial performance, 2005-09
                                                                                                                                                                                                                                                                                                                          • Store portfolio
                                                                                                                                                                                                                                                                                                                              • Figure 127: Selfridges Retail Ltd: Outlet data, 2005-09
                                                                                                                                                                                                                                                                                                                            • Consumer profile
                                                                                                                                                                                                                                                                                                                              • Figure 128: Selfridges: Consumer profile – demographics, 2010
                                                                                                                                                                                                                                                                                                                              • Figure 129: Selfridges: Consumer profile – location, 2010
                                                                                                                                                                                                                                                                                                                              • Figure 130: Selfridges: Consumer profile – ACORN group, 2010
                                                                                                                                                                                                                                                                                                                            • Retail offering
                                                                                                                                                                                                                                                                                                                              • e-commerce and home shopping
                                                                                                                                                                                                                                                                                                                                  • Figure 131: Selfridges: Online profile of unique visitors, three month average to December 2010
                                                                                                                                                                                                                                                                                                                              • TJ Hughes

                                                                                                                                                                                                                                                                                                                                  • Figure 132: TJ Hughes Plc: Sales as share of department store and mixed goods retailers sales in UK, 2005-09
                                                                                                                                                                                                                                                                                                                                • Strategic evaluation
                                                                                                                                                                                                                                                                                                                                  • Financial performance
                                                                                                                                                                                                                                                                                                                                      • Figure 133: TJ Hughes Plc: Group financial performance, 2005-09
                                                                                                                                                                                                                                                                                                                                    • Store portfolio
                                                                                                                                                                                                                                                                                                                                        • Figure 134: TJ Hughes Ltd: Geographical location of outlets, January 2011
                                                                                                                                                                                                                                                                                                                                        • Figure 135: TJ Hughes Ltd: Outlet data, 2005-10
                                                                                                                                                                                                                                                                                                                                      • Consumer profile
                                                                                                                                                                                                                                                                                                                                        • Figure 136: TJ Hughes: Consumer profile – demographics, 2010
                                                                                                                                                                                                                                                                                                                                        • Figure 137: TJ Hughes: Consumer profile – location, 2010
                                                                                                                                                                                                                                                                                                                                        • Figure 138: TJ Hughes: Consumer profile – ACORN group, 2010
                                                                                                                                                                                                                                                                                                                                      • Retail offering
                                                                                                                                                                                                                                                                                                                                        • e-commerce and home shopping
                                                                                                                                                                                                                                                                                                                                            • Figure 139: TJ Hughes: Online profile of unique visitors, three month average to December 2010

                                                                                                                                                                                                                                                                                                                                        Companies Covered

                                                                                                                                                                                                                                                                                                                                        • Aarhus United UK
                                                                                                                                                                                                                                                                                                                                        • Advertising Standards Authority
                                                                                                                                                                                                                                                                                                                                        • Allders Croydon Ltd
                                                                                                                                                                                                                                                                                                                                        • Alliance Boots UK Retail
                                                                                                                                                                                                                                                                                                                                        • Amazon.co.uk
                                                                                                                                                                                                                                                                                                                                        • Argos
                                                                                                                                                                                                                                                                                                                                        • Asda Group Ltd
                                                                                                                                                                                                                                                                                                                                        • ASOS (UK retail sales)
                                                                                                                                                                                                                                                                                                                                        • Bank of England
                                                                                                                                                                                                                                                                                                                                        • Baugur
                                                                                                                                                                                                                                                                                                                                        • Beale Plc
                                                                                                                                                                                                                                                                                                                                        • Beatties of London Ltd
                                                                                                                                                                                                                                                                                                                                        • Bentalls Plc
                                                                                                                                                                                                                                                                                                                                        • Biba
                                                                                                                                                                                                                                                                                                                                        • Brown Thomas
                                                                                                                                                                                                                                                                                                                                        • Bullring
                                                                                                                                                                                                                                                                                                                                        • Burberry Group Plc
                                                                                                                                                                                                                                                                                                                                        • Capital Radio Group
                                                                                                                                                                                                                                                                                                                                        • Cath Kidston Group
                                                                                                                                                                                                                                                                                                                                        • Clarins UK Ltd
                                                                                                                                                                                                                                                                                                                                        • Clinique Laboratories Ltd (UK)
                                                                                                                                                                                                                                                                                                                                        • Co-operative Group
                                                                                                                                                                                                                                                                                                                                        • Currys
                                                                                                                                                                                                                                                                                                                                        • D&D London
                                                                                                                                                                                                                                                                                                                                        • Daimaru
                                                                                                                                                                                                                                                                                                                                        • DDB London Ltd
                                                                                                                                                                                                                                                                                                                                        • Debenhams Total (GTV)
                                                                                                                                                                                                                                                                                                                                        • Denners Ltd
                                                                                                                                                                                                                                                                                                                                        • Diesel
                                                                                                                                                                                                                                                                                                                                        • Dixons Retail Plc
                                                                                                                                                                                                                                                                                                                                        • Dualit Limited
                                                                                                                                                                                                                                                                                                                                        • Dunnes Stores
                                                                                                                                                                                                                                                                                                                                        • Episode
                                                                                                                                                                                                                                                                                                                                        • Estée Lauder Companies Inc. (The)
                                                                                                                                                                                                                                                                                                                                        • Etam Group
                                                                                                                                                                                                                                                                                                                                        • Facebook, Inc.
                                                                                                                                                                                                                                                                                                                                        • Fendi SRL
                                                                                                                                                                                                                                                                                                                                        • Fenwick Ltd
                                                                                                                                                                                                                                                                                                                                        • Firetrap
                                                                                                                                                                                                                                                                                                                                        • Focus
                                                                                                                                                                                                                                                                                                                                        • Fortnum & Mason Plc
                                                                                                                                                                                                                                                                                                                                        • Freeview
                                                                                                                                                                                                                                                                                                                                        • Gfk NOP
                                                                                                                                                                                                                                                                                                                                        • Government Actuary's Department (GAD)
                                                                                                                                                                                                                                                                                                                                        • Gucci Group N.V.
                                                                                                                                                                                                                                                                                                                                        • Harrods Group Total
                                                                                                                                                                                                                                                                                                                                        • Harvey Nichols UK
                                                                                                                                                                                                                                                                                                                                        • Hoopers
                                                                                                                                                                                                                                                                                                                                        • House of Fraser Plc
                                                                                                                                                                                                                                                                                                                                        • J. Choo Limited
                                                                                                                                                                                                                                                                                                                                        • J. Sainsbury
                                                                                                                                                                                                                                                                                                                                        • Jacques Vert Group Ltd
                                                                                                                                                                                                                                                                                                                                        • Jarrold & Sons Ltd
                                                                                                                                                                                                                                                                                                                                        • Jenners Princes Street Edinburgh Ltd
                                                                                                                                                                                                                                                                                                                                        • John Lewis Partnership
                                                                                                                                                                                                                                                                                                                                        • Karen Millen
                                                                                                                                                                                                                                                                                                                                        • Kings Supermarkets (USA)
                                                                                                                                                                                                                                                                                                                                        • Krispy Kreme UK
                                                                                                                                                                                                                                                                                                                                        • L'Occitane Ltd
                                                                                                                                                                                                                                                                                                                                        • Landsbanki Islands Ltd
                                                                                                                                                                                                                                                                                                                                        • le BHV Marais
                                                                                                                                                                                                                                                                                                                                        • Liberty Retail Plc
                                                                                                                                                                                                                                                                                                                                        • London Stock Exchange plc
                                                                                                                                                                                                                                                                                                                                        • Lush Retail Ltd
                                                                                                                                                                                                                                                                                                                                        • LVMH Moët Hennessy Louis Vuitton SA
                                                                                                                                                                                                                                                                                                                                        • Macy's, Inc.
                                                                                                                                                                                                                                                                                                                                        • Magasin du Nord
                                                                                                                                                                                                                                                                                                                                        • Mamas & Papas Retail Ltd
                                                                                                                                                                                                                                                                                                                                        • Market & Opinion Research International (MORI)
                                                                                                                                                                                                                                                                                                                                        • Marks & Spencer
                                                                                                                                                                                                                                                                                                                                        • Matalan Ltd
                                                                                                                                                                                                                                                                                                                                        • Mitsukoshi
                                                                                                                                                                                                                                                                                                                                        • Morleys Stores Ltd
                                                                                                                                                                                                                                                                                                                                        • Mothercare Plc
                                                                                                                                                                                                                                                                                                                                        • Mulberry Group
                                                                                                                                                                                                                                                                                                                                        • Nike
                                                                                                                                                                                                                                                                                                                                        • Nokia Corporation (UK)
                                                                                                                                                                                                                                                                                                                                        • Oasis Fashions Ltd - UK
                                                                                                                                                                                                                                                                                                                                        • Office for National Statistics
                                                                                                                                                                                                                                                                                                                                        • Oldrid & Co Ltd
                                                                                                                                                                                                                                                                                                                                        • Paul Costelloe Collections Ltd
                                                                                                                                                                                                                                                                                                                                        • Paul Smith Ltd
                                                                                                                                                                                                                                                                                                                                        • Pearsons (Enfield) Ltd
                                                                                                                                                                                                                                                                                                                                        • Pied a Terre Ltd
                                                                                                                                                                                                                                                                                                                                        • Poundland Ltd
                                                                                                                                                                                                                                                                                                                                        • Poundstretcher Ltd
                                                                                                                                                                                                                                                                                                                                        • Prada (I Pellettieri d'Italia S.p.A.)
                                                                                                                                                                                                                                                                                                                                        • Primark Stores Ltd
                                                                                                                                                                                                                                                                                                                                        • Reiss Ltd
                                                                                                                                                                                                                                                                                                                                        • River Island Clothing Co Ltd
                                                                                                                                                                                                                                                                                                                                        • Saks Incorporated
                                                                                                                                                                                                                                                                                                                                        • Selfridges Group
                                                                                                                                                                                                                                                                                                                                        • Selfridges Retail Ltd
                                                                                                                                                                                                                                                                                                                                        • Sharp Electronics (UK) Ltd
                                                                                                                                                                                                                                                                                                                                        • Space NK Ltd
                                                                                                                                                                                                                                                                                                                                        • Starbucks Coffee Company UK Ltd
                                                                                                                                                                                                                                                                                                                                        • Superdrug Stores Plc
                                                                                                                                                                                                                                                                                                                                        • Takashimaya
                                                                                                                                                                                                                                                                                                                                        • Ted Baker
                                                                                                                                                                                                                                                                                                                                        • Tefal UK
                                                                                                                                                                                                                                                                                                                                        • Tesco Plc
                                                                                                                                                                                                                                                                                                                                        • The Boston Consulting Group Inc.
                                                                                                                                                                                                                                                                                                                                        • The British Land Company Plc
                                                                                                                                                                                                                                                                                                                                        • The Perfume Shop Ltd
                                                                                                                                                                                                                                                                                                                                        • TJ Hughes Plc
                                                                                                                                                                                                                                                                                                                                        • Topshop
                                                                                                                                                                                                                                                                                                                                        • Trafford Centre
                                                                                                                                                                                                                                                                                                                                        • Uniqlo UK Ltd
                                                                                                                                                                                                                                                                                                                                        • Vergo Retail
                                                                                                                                                                                                                                                                                                                                        • VisitBritain
                                                                                                                                                                                                                                                                                                                                        • Viyella
                                                                                                                                                                                                                                                                                                                                        • Vodafone Group Plc (UK)
                                                                                                                                                                                                                                                                                                                                        • Vom Fass
                                                                                                                                                                                                                                                                                                                                        • W Boyes & Co Ltd
                                                                                                                                                                                                                                                                                                                                        • Waitrose Ltd
                                                                                                                                                                                                                                                                                                                                        • WH Smith PLC
                                                                                                                                                                                                                                                                                                                                        • Wilkinson Hardware Stores Ltd
                                                                                                                                                                                                                                                                                                                                        • Williams & Griffin Ltd
                                                                                                                                                                                                                                                                                                                                        • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                                                                                        • Woolworths Group plc
                                                                                                                                                                                                                                                                                                                                        • YouTube, Inc.
                                                                                                                                                                                                                                                                                                                                        • Yves Saint Laurent

                                                                                                                                                                                                                                                                                                                                        Department Store Retailing - UK - March 2011

                                                                                                                                                                                                                                                                                                                                        £1,750.00 (Excl.Tax)