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UK Retail Briefing - August 2017

Each month Mintel’s UK Retail Briefing concentrates on a particular sector or market. This month, we look at Online retailing.

This review looks at:

  • All online retail sales, annual growth by month, Jan 2016-July 2017
  • Online sales as a proportion of all retailing, by month, Jan 2016- July 2017
  • Share of online sales, by store based or pureplay retailer, 2009-2017
  • Analysis of Amazon and Prime Day
  • We also include an Analyst Comment on Furniture - the bellwether of the retail sector.

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Table of contents

  1. Analyst Comment

    • Furniture – the bellwether of the retail sector
      • The industry data
        • Figure 1: Furniture retailers year on year sales growth 2015-17
      • Why are sales declining?
        • Consumer confidence weakening
          • Figure 2: Mintel’s consumer confidence tracker, 2009-17
          • Figure 3: Housing completions, April 2016-June 2017
        • What about the rest of the retail sector?
          • What it means
          • Retail Sales

            • Key points
              • Retail sales
                • Figure 4: Retail sales trends, 2016/17
                • Figure 5: UK retail sales y/y growth, BRC vs ONS, Jul 2015- Jul 2017
              • John Lewis
                • Figure 6: John Lewis: year-on-year growth, Jul 2016- Jul 2017
              • Rising inflation
                • Figure 7: Annual percentage change in the consumer price index for selected product groups, 2016-17
              • Inflation and wages
                • Figure 8: Real wages growth: Wages growth vs inflation, 2012-17
              • Looking forward
              • Sector Focus – Online Retailing

                  • Online growth accelerated in 2016 and the trend has continued in 2017
                    • Figure 9: All online retail sales, annual growth by month, non-seasonally adjusted, Jan 2016 -Jul 2017
                  • Online set to take 18% share of all retail sales in 2017
                    • Figure 10: Online sales as a proportion of all retailing (ex-fuel), by month, non-seasonally adjusted, Jan 2016-Jul 2017
                  • Online-only retailers now take the lion’s share of sales
                    • Figure 11: Share of online sales, by type of retail operation, 2009-17
                  • Amazon and Prime Day
                      • Figure 12: Membership of Amazon Prime, by age, April 2017
                  • Headlines for the Month

                    • Convenience stores
                      • Grocers
                        • Other food and drink specialists
                          • Clothing retailing
                            • Multi-sector retailing
                              • Electrical retailing
                                • Furniture retailing
                                  • Homewares retailing
                                  • News Analysis – Food and Drink

                                    • Convenience stores
                                      • UK: Heron Food Group acquired by B&M for £152m
                                        • UK: McColl’s
                                          • …sales rise and profits fall
                                            • …teams up with Morrisons in £1bn supply deal
                                              • Grocers
                                                • UK: Asda
                                                  • …reportedly considering B&M acquisition
                                                    • …sales and profits fall for 2016
                                                      • UK: Booths undergoing financial review
                                                        • UK: Lidl to open 60 new stores a year in UK expansion
                                                          • UK: Morrisons
                                                            • …expands into online florist market
                                                              • …unveils in-store weather bulletins
                                                                • UK: Sainsbury’s to cut 1000 jobs
                                                                  • UK: Tesco
                                                                    • …redundancies at fashion arm
                                                                      • …to stop selling 5p carrier bags
                                                                        • …launches same day delivery nationwide
                                                                          • UK: Waitrose
                                                                            • …hires first ever director of food service
                                                                              • …partners with leading marine charity to fight plastic beach pollution
                                                                                • Other food and drink specialists
                                                                                  • UK: Conviviality posts increase in sales and profit
                                                                                    • UK: Greggs sees sales and profits rise
                                                                                      • UK: Hotel Chocolat revenues rise
                                                                                      • News Analysis – Non-food

                                                                                        • Clothing retailing
                                                                                          • UK: American Eagle Outfitters pulls out of the UK
                                                                                            • UK: Arcadia
                                                                                              • …owned out-of-town store Outfit to launch childrenswear
                                                                                                • …launch in-store online delivery service
                                                                                                  • …parent company names Karren Brady as new chairman
                                                                                                    • …Topshop/Topman appoint new CEO
                                                                                                      • UK: Bonmarché online sales drives sales
                                                                                                        • UK: Bravissimo to launch stores in the US
                                                                                                          • UK: Burberry
                                                                                                            • …face criticism over executive pay
                                                                                                              • …sales and revenue rise in first quarter
                                                                                                                • UK: H&M confirms London opening date for Weekday store
                                                                                                                  • UK: Jack Wills profits return
                                                                                                                    • UK: Joules posts growth in revenue and profit
                                                                                                                      • UK: Matalan post growth in profits in quarterly update
                                                                                                                        • UK: New Look sales and profit decline in first quarter
                                                                                                                          • UK: Next Q2 results sees sales drop
                                                                                                                            • UK: Oasis launch in-store virtual reality campaign
                                                                                                                              • UK: Store Twenty One enters administration
                                                                                                                                • UK: Urban Revivo launches its debut UK store
                                                                                                                                  • UK: White Stuff sales up but profits down in annual results
                                                                                                                                    • Multi-sector retailing
                                                                                                                                      • UK: B&M reports strongest Q1 growth for three years
                                                                                                                                        • UK: M&S
                                                                                                                                          • …reduce plastic in food packaging
                                                                                                                                            • …clothing sales decline slows in first quarter
                                                                                                                                              • …trialling sushi counters in store in partnership with Wasabi
                                                                                                                                                • UK: Mothercare sales rise
                                                                                                                                                  • UK: Poundland
                                                                                                                                                    • …Twin Peaks chocolate bar in copyright battle
                                                                                                                                                      • …launches first half price sale
                                                                                                                                                        • UK: Wilko profits plunge for the year
                                                                                                                                                          • Department stores
                                                                                                                                                            • UK: John Lewis
                                                                                                                                                              • …considering co-working office space
                                                                                                                                                                • …hires first brand experience manager
                                                                                                                                                                  • UK: Selfridges opens Christmas store
                                                                                                                                                                    • UK: Too Hot pop-up store in Harvey Nichols
                                                                                                                                                                      • DIY retailing
                                                                                                                                                                        • UK: Screwfix CEO leaves for rival
                                                                                                                                                                          • UK: Travis Perkins sees sales rise whilst profits fall
                                                                                                                                                                            • Electrical retailing
                                                                                                                                                                              • UK: Dixons Carphone launching day of deals
                                                                                                                                                                                • UK: EE opens concessions in Sainsbury’s and Argos
                                                                                                                                                                                  • Books and stationery retailing
                                                                                                                                                                                    • UK: Card Factory sales rise
                                                                                                                                                                                      • Furniture retailing
                                                                                                                                                                                        • UK: DFS
                                                                                                                                                                                          • …struggles in second half of 2017
                                                                                                                                                                                            • …to buy Sofology
                                                                                                                                                                                              • UK: Bathstore see rise in full year profits
                                                                                                                                                                                                • UK: Feather and Black profits rise
                                                                                                                                                                                                  • UK: Oak Furniture Land sees profits and turnover rise
                                                                                                                                                                                                    • UK: ScS order numbers decline
                                                                                                                                                                                                      • Homewares retailing
                                                                                                                                                                                                        • UK: Australian houseware retailer House to launch in UK
                                                                                                                                                                                                          • UK: Cath Kidston profits soar in annual figures
                                                                                                                                                                                                            • Home shopping
                                                                                                                                                                                                              • UK: AO.com reports increased revenue
                                                                                                                                                                                                                • UK: ASOS
                                                                                                                                                                                                                  • …new visual search engine
                                                                                                                                                                                                                    • …sales spike
                                                                                                                                                                                                                      • UK: Avon CEO to step down
                                                                                                                                                                                                                        • UK: Feelunique launches pass for unlimited next-day delivery
                                                                                                                                                                                                                          • UK: matchesfashion.com to be sold
                                                                                                                                                                                                                            • UK: Missguided to sell third party sportswear
                                                                                                                                                                                                                              • UK: N Brown £40m down over ‘flawed’ insurance products
                                                                                                                                                                                                                                • UK: Shop Direct
                                                                                                                                                                                                                                  • …ecommerce director resigns
                                                                                                                                                                                                                                    • …sale stopped by Barclay Brothers
                                                                                                                                                                                                                                      • Health & beauty retailing
                                                                                                                                                                                                                                        • UK: AS Watson to create new jobs with store expansion
                                                                                                                                                                                                                                          • UK: The Fragrance Shop profit increases
                                                                                                                                                                                                                                            • Sports and leisure goods retailing
                                                                                                                                                                                                                                              • UK: Evans Cycles fall in earnings
                                                                                                                                                                                                                                                • UK: JD Sports to open dual shop and gym
                                                                                                                                                                                                                                                  • UK: Rapha sold to Walmart heirs for £200m
                                                                                                                                                                                                                                                    • UK: Sports Direct
                                                                                                                                                                                                                                                      • …fall in profit
                                                                                                                                                                                                                                                        • …buys stake in GAME
                                                                                                                                                                                                                                                          • …takes 27% of French Connection
                                                                                                                                                                                                                                                            • Garden Centres
                                                                                                                                                                                                                                                              • UK: Wyevale Garden Centres to refinance debt
                                                                                                                                                                                                                                                                • Pets and pet products retailing
                                                                                                                                                                                                                                                                  • UK: Pets at Home revenue rise
                                                                                                                                                                                                                                                                    • Shopping centres
                                                                                                                                                                                                                                                                      • UK: Volkswagen open first store in UK shopping centre
                                                                                                                                                                                                                                                                        • Economy
                                                                                                                                                                                                                                                                          • UK: BRC
                                                                                                                                                                                                                                                                            • …sales increase for June
                                                                                                                                                                                                                                                                              • …solid sales for the UK in July

                                                                                                                                                                                                                                                                              Companies Covered

                                                                                                                                                                                                                                                                              • A. S. Watson (Europe)
                                                                                                                                                                                                                                                                              • Aldi
                                                                                                                                                                                                                                                                              • Amazon UK
                                                                                                                                                                                                                                                                              • Amazon.co.uk
                                                                                                                                                                                                                                                                              • Amazon.com Inc
                                                                                                                                                                                                                                                                              • American Eagle Outfitters Inc
                                                                                                                                                                                                                                                                              • AO World Plc
                                                                                                                                                                                                                                                                              • Arcadia Group
                                                                                                                                                                                                                                                                              • Argos
                                                                                                                                                                                                                                                                              • Asda Group Ltd
                                                                                                                                                                                                                                                                              • ASOS
                                                                                                                                                                                                                                                                              • Avon
                                                                                                                                                                                                                                                                              • Avon North America
                                                                                                                                                                                                                                                                              • B&M Retail Ltd
                                                                                                                                                                                                                                                                              • Bargain Booze Ltd
                                                                                                                                                                                                                                                                              • Bathstore.com Plc
                                                                                                                                                                                                                                                                              • Bluewater Shopping Centre
                                                                                                                                                                                                                                                                              • Bonmarché
                                                                                                                                                                                                                                                                              • Booker Cash & Carry Limited
                                                                                                                                                                                                                                                                              • Bravissimo Ltd
                                                                                                                                                                                                                                                                              • British Retail Consortium
                                                                                                                                                                                                                                                                              • Burberry Group Plc
                                                                                                                                                                                                                                                                              • Burton
                                                                                                                                                                                                                                                                              • Cath Kidston Group
                                                                                                                                                                                                                                                                              • Co-operative Group
                                                                                                                                                                                                                                                                              • DFS Furniture plc
                                                                                                                                                                                                                                                                              • Dixons Carphone
                                                                                                                                                                                                                                                                              • Dorothy Perkins
                                                                                                                                                                                                                                                                              • EE
                                                                                                                                                                                                                                                                              • Evans Cycles UK Limited
                                                                                                                                                                                                                                                                              • Feather And Black Limited
                                                                                                                                                                                                                                                                              • Feelunique.com
                                                                                                                                                                                                                                                                              • French Connection (Retail)
                                                                                                                                                                                                                                                                              • Game Digital plc
                                                                                                                                                                                                                                                                              • Global Brands, Inc.
                                                                                                                                                                                                                                                                              • Google UK
                                                                                                                                                                                                                                                                              • Greggs Plc
                                                                                                                                                                                                                                                                              • H&M Hennes & Mauritz
                                                                                                                                                                                                                                                                              • Harvey Nichols UK
                                                                                                                                                                                                                                                                              • Heron Foods Ltd
                                                                                                                                                                                                                                                                              • Home Retail Group
                                                                                                                                                                                                                                                                              • Hotel Chocolat Ltd
                                                                                                                                                                                                                                                                              • House of Fraser Plc
                                                                                                                                                                                                                                                                              • Howdens Joinery Group
                                                                                                                                                                                                                                                                              • Hyundai Motor Company
                                                                                                                                                                                                                                                                              • InterContinental Hotels Group PLC
                                                                                                                                                                                                                                                                              • Jack Wills Ltd
                                                                                                                                                                                                                                                                              • JD Sports Fashion plc
                                                                                                                                                                                                                                                                              • John Lewis Partnership
                                                                                                                                                                                                                                                                              • John Lewis Plc (department store)
                                                                                                                                                                                                                                                                              • Joules
                                                                                                                                                                                                                                                                              • Kraft Foods UK
                                                                                                                                                                                                                                                                              • Lakeland Ltd
                                                                                                                                                                                                                                                                              • Lidl (Germany)
                                                                                                                                                                                                                                                                              • Marks & Spencer
                                                                                                                                                                                                                                                                              • Matalan Ltd
                                                                                                                                                                                                                                                                              • McColl's (convenience stores)
                                                                                                                                                                                                                                                                              • McColl's Retail Group
                                                                                                                                                                                                                                                                              • Missguided
                                                                                                                                                                                                                                                                              • Mothercare Plc
                                                                                                                                                                                                                                                                              • N Brown Group Plc
                                                                                                                                                                                                                                                                              • New Look International
                                                                                                                                                                                                                                                                              • Next Retail
                                                                                                                                                                                                                                                                              • Nisa
                                                                                                                                                                                                                                                                              • Oak Furniture Land
                                                                                                                                                                                                                                                                              • Outfit
                                                                                                                                                                                                                                                                              • Pets at Home Group Ltd
                                                                                                                                                                                                                                                                              • Poundland Ltd
                                                                                                                                                                                                                                                                              • Primark Stores Ltd
                                                                                                                                                                                                                                                                              • Savers Health and Beauty Ltd
                                                                                                                                                                                                                                                                              • Screwfix UK
                                                                                                                                                                                                                                                                              • ScS Upholstery Plc
                                                                                                                                                                                                                                                                              • Selfridges Retail Ltd
                                                                                                                                                                                                                                                                              • Shop Direct Group
                                                                                                                                                                                                                                                                              • Sofology
                                                                                                                                                                                                                                                                              • Sports Direct Plc
                                                                                                                                                                                                                                                                              • Superdrug Stores Plc
                                                                                                                                                                                                                                                                              • Tesco Plc
                                                                                                                                                                                                                                                                              • The Carphone Warehouse Plc
                                                                                                                                                                                                                                                                              • The Fragrance Shop
                                                                                                                                                                                                                                                                              • The Perfume Shop Ltd
                                                                                                                                                                                                                                                                              • The White Company Ltd
                                                                                                                                                                                                                                                                              • Travis Perkins PLC
                                                                                                                                                                                                                                                                              • Volkswagen AG
                                                                                                                                                                                                                                                                              • Waitrose
                                                                                                                                                                                                                                                                              • Walmart Stores (USA)
                                                                                                                                                                                                                                                                              • West Ham United Football Club
                                                                                                                                                                                                                                                                              • Westfield Group
                                                                                                                                                                                                                                                                              • White Stuff Ltd
                                                                                                                                                                                                                                                                              • Wilko
                                                                                                                                                                                                                                                                              • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                              • Wyevale Garden Centres
                                                                                                                                                                                                                                                                              • Zoological Society of London

                                                                                                                                                                                                                                                                              UK Retail Briefing - August 2017

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