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UK Retail Briefing - February 2016

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:

  • Online share of all retail sales
  • Online performance by product sector
  • Performance of internet pureplayers vs store-based retailers
  • Pureplayers' share of all retail sales.

We also include an Analyst Comment on the opening of budget food retailer, easyFood.

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Table of contents

  1. Analyst Comment

    • easyFood – an old idea with an older twist
      • Great start
        • But what is it?
          • Figure 1: easyFood – limited range, minimal store fit, February 2016
        • All own brands
          • Fixed price
            • Figure 2: easyFood: Retail devastation at 25p, February 2016
          • A commercial venture
            • Out of tune
              • Healthy eating
                • Where is it going?
                  • Figure 3: easyFood: Queues round the store on the opening day, February 2016
              • Retail Sales – Background and Outlook

                • Key points
                  • Retail sales
                    • Figure 4: Retail sales trends, 2015/16
                    • Figure 5: UK retail sales y/y growth, BRC vs ONS, 2014-16
                  • John Lewis
                    • Figure 6: John Lewis: Year-on-year Growth, 2015-16
                  • Inflation and wages
                    • Figure 7: Real wages growth: Wages growth vs inflation, 2010-16
                  • Inflation
                    • Figure 8: Annual percentage change in the consumer price index for selected product groups, 2015-16
                  • Looking forward
                  • Sector Focus – Online Retailing

                      • Growing market share
                        • Market size
                          • Figure 9: Online share of all retail sales, monthly data, 2007-15
                        • Evidence from Mintel’s consumer research
                          • Growth in online
                            • Store-based vs pureplayers
                              • Figure 10: Store-based retailers vs Internet pureplayers: Share of online sales, 2009-15
                            • Why have pureplayers lost share?
                              • Misleading comparison
                                • And what about price?
                                  • Pureplayer share
                                    • Figure 11: Pureplayer share of all retail sales, 2009-15
                                  • A glass ceiling?
                                    • Where next?
                                    • Headlines for the Month

                                      • Grocers
                                        • Clothing
                                          • Multi-sector retailing
                                            • Department stores
                                              • Electrical retailing
                                                • Homewares retailing
                                                  • Home shopping
                                                    • Health and beauty retailing
                                                      • Economy
                                                      • News Analysis – Food & Drink

                                                        • Convenience Stores
                                                          • UK: Booker sales rise 10.5% following acquisitions
                                                            • UK: McColl’s like-for-like sales fall 0.7%
                                                              • UK: Nisa returns to profit during Christmas trading
                                                                • UK: The Co-op expands presence with Budgens acquisitions
                                                                  • Grocers
                                                                    • UK: Aldi's online wine offering launches in the UK
                                                                      • UK: Asda
                                                                        • …announces ‘hundreds’ of job cuts
                                                                          • …announces further investment in price
                                                                            • …to sell 'wonky' vegetable boxes
                                                                              • UK: easyFoodstore opens its doors
                                                                                • UK: Grocery market contracts by 0.2%
                                                                                  • UK: Grocery market grows 0.2% in January
                                                                                    • UK: Morrisons
                                                                                      • …launches ‘Price Crunch’ campaign
                                                                                        • …returns to like-for-like growth
                                                                                          • …reveals 7 stores planned for closure
                                                                                            • UK: Ocado full-year sales rise 14.7%
                                                                                              • UK: Sainsbury’s
                                                                                                • …bids £1.1bn for Home Retail
                                                                                                  • …expected to gain Qatari support for second bid
                                                                                                    • …sales rise 0.8% in Q3
                                                                                                      • …to increase Netto store count
                                                                                                        • UK: Tesco
                                                                                                          • …sees sales grow 2.1% over the Christmas period
                                                                                                            • …to close its two food-to-go only stores
                                                                                                              • …to end 24-hour opening in select stores
                                                                                                                • …found to have “seriously” breached industry code
                                                                                                                  • UK: Waitrose pledges to reduce sugar levels
                                                                                                                    • Other food and drink specialists
                                                                                                                      • UK: Conviviality retail sales edge up 0.8%
                                                                                                                        • UK: Greggs reports ‘good finish to an excellent year’
                                                                                                                          • UK: Hotel Chocolat eyes international expansion with new site launch
                                                                                                                            • UK: Virgin Wines' like-for-like sales grow 12%
                                                                                                                              • UK: Westmorland grows turnover following Gloucestershire investment
                                                                                                                              • News Analysis – Non-food

                                                                                                                                • Clothing retailing
                                                                                                                                  • UK: Blue Inc shuts 74 stores
                                                                                                                                    • UK: Bonmarché like-for-like sales fall 2.7% in December
                                                                                                                                      • UK: Fat Face benefits from full-price strategy
                                                                                                                                        • UK: Joules sales jump 11.3%
                                                                                                                                          • UK: LPP to lease BHS’s Oxford Street flagship
                                                                                                                                            • UK: Matalan sales slip in ‘challenging’ market
                                                                                                                                              • UK: Moss Bros sales rise 4.8%
                                                                                                                                                • UK: Mothercare performs in line with expectations
                                                                                                                                                  • UK: New Look revenues rise 5.6%
                                                                                                                                                    • UK: Pretty Green delivers strong online growth
                                                                                                                                                      • UK: Primark sales rise 7% as global expansion continues
                                                                                                                                                        • UK: Reiss eyed by Dr Martens owner
                                                                                                                                                          • UK: SuperGroup like-for-like growth slows to 1.2%
                                                                                                                                                            • UK: Ted Baker sales increase 10.1%
                                                                                                                                                              • UK: The White Company doubles profits
                                                                                                                                                                • UK: White Stuff pleased with ‘robust’ Christmas performance
                                                                                                                                                                  • Footwear retailing
                                                                                                                                                                    • UK: Brantano falls into administration
                                                                                                                                                                      • UK: Clarks cuts head office roles
                                                                                                                                                                        • UK: Dr Martens posts a 13% increase in sales
                                                                                                                                                                          • UK: Jimmy Choo net revenues rise 6%
                                                                                                                                                                            • UK: Shoe Zone reports decline in full-year revenue
                                                                                                                                                                              • Jewellery and optical goods retailing
                                                                                                                                                                                • UK: Monica Vinader seeks investment for growth
                                                                                                                                                                                  • Luxury retailing
                                                                                                                                                                                    • UK: Burberry
                                                                                                                                                                                      • …announces 1% growth in ‘challenging environment’
                                                                                                                                                                                        • …shifts to “seasonless” runway shows
                                                                                                                                                                                          • UK: Paul Smith profits tumble 94.1%
                                                                                                                                                                                            • Multi-sector retailing
                                                                                                                                                                                              • UK: Home Retail Group
                                                                                                                                                                                                • …in ‘advanced discussions’ to sell Homebase
                                                                                                                                                                                                  • …reaches agreement for sale of Homebase
                                                                                                                                                                                                    • …major shareholder wants £1.4bn bid from Sainsbury’s
                                                                                                                                                                                                      • UK: Marks and Spencer
                                                                                                                                                                                                        • …launches first non-European websites
                                                                                                                                                                                                          • …ups style credentials with Alexa Chung collaboration
                                                                                                                                                                                                            • UK: Poundland launches Charlie Dimmock DIY range
                                                                                                                                                                                                              • UK: The Range reveals plans for new distribution centre
                                                                                                                                                                                                                • Department stores
                                                                                                                                                                                                                  • UK: Bhs
                                                                                                                                                                                                                    • …hires KPMG to offload stores
                                                                                                                                                                                                                      • …leases Oxford Street flagship to Polish retailer LPP
                                                                                                                                                                                                                        • UK: Debenhams
                                                                                                                                                                                                                          • …confirms Sir Ian Cheshire appointment
                                                                                                                                                                                                                            • …like-for-like sales up 3.5%
                                                                                                                                                                                                                              • UK: House of Fraser
                                                                                                                                                                                                                                • …employs new technology for online merchandising
                                                                                                                                                                                                                                  • …'customer-centric' approach delivers growth
                                                                                                                                                                                                                                    • UK: John Lewis
                                                                                                                                                                                                                                      • …announces entry into the Middle East
                                                                                                                                                                                                                                        • …introduces new image recognition technology
                                                                                                                                                                                                                                          • …weekly sales rise 0.6%
                                                                                                                                                                                                                                            • Electrical retailing
                                                                                                                                                                                                                                              • UK: BrightHouse revenues climb 6.7%
                                                                                                                                                                                                                                                • UK: Dixons Carphone sales grow 5% over the Christmas period
                                                                                                                                                                                                                                                  • UK: Game sees sales fall 0.4% over the Christmas period
                                                                                                                                                                                                                                                    • UK: Maplin sees Christmas sales grow 2.3%
                                                                                                                                                                                                                                                      • UK: O2 unveils new store concept
                                                                                                                                                                                                                                                        • Carpet retailing
                                                                                                                                                                                                                                                          • UK: Carpetright sales ’soften’ over Christmas
                                                                                                                                                                                                                                                            • Furniture retailing
                                                                                                                                                                                                                                                              • UK: B&Q the latest to change pay rates
                                                                                                                                                                                                                                                                • UK: DFS investments deliver 7% growth
                                                                                                                                                                                                                                                                  • UK: Furniture Village invests in digital marketing
                                                                                                                                                                                                                                                                    • UK: ScS raises profit expectations following strong trading
                                                                                                                                                                                                                                                                      • Homewares retailing
                                                                                                                                                                                                                                                                        • UK: Dunelm
                                                                                                                                                                                                                                                                          • …announces 8.8% year-on-year growth
                                                                                                                                                                                                                                                                            • …grows sales by 10.3% in the first half
                                                                                                                                                                                                                                                                              • Home shopping
                                                                                                                                                                                                                                                                                • UK: Amazon considers Ocado buyout
                                                                                                                                                                                                                                                                                  • UK: AO sees sales grow 35% in Q3
                                                                                                                                                                                                                                                                                    • UK: Asos delivers 23% growth
                                                                                                                                                                                                                                                                                      • UK: Boohoo sales surge 45%
                                                                                                                                                                                                                                                                                        • UK: CollectPlus hails ‘most successful peak to date’
                                                                                                                                                                                                                                                                                          • UK: Missguided prepares for store-rollout
                                                                                                                                                                                                                                                                                            • UK: N Brown sales grow 4.1% in Q3
                                                                                                                                                                                                                                                                                              • UK: Ocado appoints Dixons’ deputy CEO to board
                                                                                                                                                                                                                                                                                                • UK: Shop Direct’s Very delivers 17% growth
                                                                                                                                                                                                                                                                                                  • Health & beauty retailing
                                                                                                                                                                                                                                                                                                    • UK: Boots cuts store roles but increases No.7 expertise
                                                                                                                                                                                                                                                                                                      • UK: LloydsPharmacy retail sales grow 4.4%
                                                                                                                                                                                                                                                                                                        • UK: Lush like-for-like sales surge 36.9%
                                                                                                                                                                                                                                                                                                          • UK: Superdrug
                                                                                                                                                                                                                                                                                                            • …like-for-like sales up 6.8%
                                                                                                                                                                                                                                                                                                              • …joins Boots in reviewing ‘sexist’ pricing
                                                                                                                                                                                                                                                                                                                • UK: The Body Shop unveils new ethical pledges
                                                                                                                                                                                                                                                                                                                  • Book, greetings card and stationery retailing
                                                                                                                                                                                                                                                                                                                    • UK: Card Factory sales grow 8.1%
                                                                                                                                                                                                                                                                                                                      • UK: Paperchase delivers 11.2% rise in sales
                                                                                                                                                                                                                                                                                                                        • UK: Waterstones sales grow 1%
                                                                                                                                                                                                                                                                                                                          • UK: WH Smith sales grow 4%
                                                                                                                                                                                                                                                                                                                            • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                              • UK: Findel sells Kitbag to US-based Fanatics
                                                                                                                                                                                                                                                                                                                                • UK: Halfords retail like-for-likes remain flat over Christmas
                                                                                                                                                                                                                                                                                                                                  • UK: JD Sports delivers double-digit growth against 'strong comparatives'
                                                                                                                                                                                                                                                                                                                                    • UK: Mountain Warehouse gears up for £200m IPO
                                                                                                                                                                                                                                                                                                                                      • UK: Sports Direct to miss profit target
                                                                                                                                                                                                                                                                                                                                        • Pet goods retailing
                                                                                                                                                                                                                                                                                                                                          • UK: Pets at Home’s like-for-like sales grow 2.2%
                                                                                                                                                                                                                                                                                                                                            • Economy
                                                                                                                                                                                                                                                                                                                                              • UK: Food prices edge up 0.1%
                                                                                                                                                                                                                                                                                                                                                • UK: Footfall figures confirm the migration online over Christmas
                                                                                                                                                                                                                                                                                                                                                  • UK: January retail sales driven by big-ticket items
                                                                                                                                                                                                                                                                                                                                                    • UK: Retail sales edge up 1.0% in December
                                                                                                                                                                                                                                                                                                                                                      • UK: Retail sales slip by 0.3% in December

                                                                                                                                                                                                                                                                                                                                                      Companies Covered

                                                                                                                                                                                                                                                                                                                                                      • A Levy & Son Ltd
                                                                                                                                                                                                                                                                                                                                                      • Abercrombie & Fitch UK
                                                                                                                                                                                                                                                                                                                                                      • Aldi
                                                                                                                                                                                                                                                                                                                                                      • Aldi Stores Ltd (UK & Ireland)
                                                                                                                                                                                                                                                                                                                                                      • Alliance Boots UK Retail
                                                                                                                                                                                                                                                                                                                                                      • Amazon UK
                                                                                                                                                                                                                                                                                                                                                      • Amazon.co.uk
                                                                                                                                                                                                                                                                                                                                                      • AO World Plc
                                                                                                                                                                                                                                                                                                                                                      • Argos
                                                                                                                                                                                                                                                                                                                                                      • Asda Group Ltd
                                                                                                                                                                                                                                                                                                                                                      • ASOS
                                                                                                                                                                                                                                                                                                                                                      • Associated British Foods Plc
                                                                                                                                                                                                                                                                                                                                                      • B&Q (UK & Ireland)
                                                                                                                                                                                                                                                                                                                                                      • Bhs Ltd
                                                                                                                                                                                                                                                                                                                                                      • Boden UK
                                                                                                                                                                                                                                                                                                                                                      • Bonmarché
                                                                                                                                                                                                                                                                                                                                                      • Boots UK health & beauty retail
                                                                                                                                                                                                                                                                                                                                                      • Brantano (Belgium)
                                                                                                                                                                                                                                                                                                                                                      • Brantano (Group)
                                                                                                                                                                                                                                                                                                                                                      • Brighthouse
                                                                                                                                                                                                                                                                                                                                                      • Budgens Stores Ltd - retail sales
                                                                                                                                                                                                                                                                                                                                                      • Burberry Group Plc
                                                                                                                                                                                                                                                                                                                                                      • C&J Clark Group
                                                                                                                                                                                                                                                                                                                                                      • Carpetright Plc
                                                                                                                                                                                                                                                                                                                                                      • Celesio Retail
                                                                                                                                                                                                                                                                                                                                                      • Co-operative Group
                                                                                                                                                                                                                                                                                                                                                      • DFS Furniture Holdings Plc
                                                                                                                                                                                                                                                                                                                                                      • Dixons Carphone
                                                                                                                                                                                                                                                                                                                                                      • Dixons Retail Plc
                                                                                                                                                                                                                                                                                                                                                      • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                                                                                      • Dunelm Optical Co Ltd
                                                                                                                                                                                                                                                                                                                                                      • Express Gifts
                                                                                                                                                                                                                                                                                                                                                      • Fat Face Ltd
                                                                                                                                                                                                                                                                                                                                                      • Findel plc
                                                                                                                                                                                                                                                                                                                                                      • Furniture Village Plc
                                                                                                                                                                                                                                                                                                                                                      • Game Group
                                                                                                                                                                                                                                                                                                                                                      • Getting Personal
                                                                                                                                                                                                                                                                                                                                                      • Greggs Plc
                                                                                                                                                                                                                                                                                                                                                      • Halfords Ltd
                                                                                                                                                                                                                                                                                                                                                      • Harrods Group Total
                                                                                                                                                                                                                                                                                                                                                      • Home Retail Group
                                                                                                                                                                                                                                                                                                                                                      • Homebase Ltd
                                                                                                                                                                                                                                                                                                                                                      • Hotel Chocolat Ltd
                                                                                                                                                                                                                                                                                                                                                      • Hotel Chocolat Stores Ltd
                                                                                                                                                                                                                                                                                                                                                      • House of Fraser Plc
                                                                                                                                                                                                                                                                                                                                                      • House of Fraser Total
                                                                                                                                                                                                                                                                                                                                                      • J. Choo Limited
                                                                                                                                                                                                                                                                                                                                                      • Jamie Oliver
                                                                                                                                                                                                                                                                                                                                                      • JD Sports - Fashion
                                                                                                                                                                                                                                                                                                                                                      • JD Sports Fashion plc
                                                                                                                                                                                                                                                                                                                                                      • John Lewis Plc (department store)
                                                                                                                                                                                                                                                                                                                                                      • Jones Bootmaker
                                                                                                                                                                                                                                                                                                                                                      • Joules
                                                                                                                                                                                                                                                                                                                                                      • Kiddicare
                                                                                                                                                                                                                                                                                                                                                      • Kingfisher Group
                                                                                                                                                                                                                                                                                                                                                      • Kitbag
                                                                                                                                                                                                                                                                                                                                                      • Lidl (Germany)
                                                                                                                                                                                                                                                                                                                                                      • Lloyds Pharmacy (UK)
                                                                                                                                                                                                                                                                                                                                                      • Londis (Holdings) Ltd - retail sales
                                                                                                                                                                                                                                                                                                                                                      • LPP
                                                                                                                                                                                                                                                                                                                                                      • Lush Retail Ltd
                                                                                                                                                                                                                                                                                                                                                      • Macy's, Inc.
                                                                                                                                                                                                                                                                                                                                                      • Maplin Electronics Ltd
                                                                                                                                                                                                                                                                                                                                                      • Marks & Spencer
                                                                                                                                                                                                                                                                                                                                                      • Matalan Ltd
                                                                                                                                                                                                                                                                                                                                                      • McColl's (convenience stores)
                                                                                                                                                                                                                                                                                                                                                      • McColl's Retail Group
                                                                                                                                                                                                                                                                                                                                                      • Metro Group (retail)
                                                                                                                                                                                                                                                                                                                                                      • Moss Bros Group Plc
                                                                                                                                                                                                                                                                                                                                                      • Mothercare Plc
                                                                                                                                                                                                                                                                                                                                                      • Mountain Warehouse Ltd
                                                                                                                                                                                                                                                                                                                                                      • N Brown Group Plc
                                                                                                                                                                                                                                                                                                                                                      • Net-A-Porter Ltd
                                                                                                                                                                                                                                                                                                                                                      • Netto Foodstores Ltd
                                                                                                                                                                                                                                                                                                                                                      • New Look (UK)
                                                                                                                                                                                                                                                                                                                                                      • New Look Group Plc
                                                                                                                                                                                                                                                                                                                                                      • Nisa
                                                                                                                                                                                                                                                                                                                                                      • O2 / Telefonica UK (Retail)
                                                                                                                                                                                                                                                                                                                                                      • Ocado
                                                                                                                                                                                                                                                                                                                                                      • Ocado Group plc
                                                                                                                                                                                                                                                                                                                                                      • Paperchase Products Ltd
                                                                                                                                                                                                                                                                                                                                                      • Paul Smith Ltd
                                                                                                                                                                                                                                                                                                                                                      • Permira Advisers Ltd
                                                                                                                                                                                                                                                                                                                                                      • Pets at Home Group Ltd
                                                                                                                                                                                                                                                                                                                                                      • Poundland Ltd
                                                                                                                                                                                                                                                                                                                                                      • Primark Stores Ltd
                                                                                                                                                                                                                                                                                                                                                      • Primark/Penneys
                                                                                                                                                                                                                                                                                                                                                      • Reiss Ltd
                                                                                                                                                                                                                                                                                                                                                      • Sainsbury's Local
                                                                                                                                                                                                                                                                                                                                                      • Savills Plc
                                                                                                                                                                                                                                                                                                                                                      • Schroders plc
                                                                                                                                                                                                                                                                                                                                                      • Schwarz Group
                                                                                                                                                                                                                                                                                                                                                      • ScS Upholstery Plc
                                                                                                                                                                                                                                                                                                                                                      • Selfridges Retail Ltd
                                                                                                                                                                                                                                                                                                                                                      • Shoe Zone Group Ltd
                                                                                                                                                                                                                                                                                                                                                      • Shop Direct Group
                                                                                                                                                                                                                                                                                                                                                      • Sports Direct Plc
                                                                                                                                                                                                                                                                                                                                                      • Superdrug Stores Plc
                                                                                                                                                                                                                                                                                                                                                      • SuperGroup Retail UK
                                                                                                                                                                                                                                                                                                                                                      • Ted Baker
                                                                                                                                                                                                                                                                                                                                                      • Tesco (UK)
                                                                                                                                                                                                                                                                                                                                                      • Tesco Plc
                                                                                                                                                                                                                                                                                                                                                      • The Co-operative Food
                                                                                                                                                                                                                                                                                                                                                      • The Range
                                                                                                                                                                                                                                                                                                                                                      • The White Company Ltd
                                                                                                                                                                                                                                                                                                                                                      • Virgin Wine Online Ltd
                                                                                                                                                                                                                                                                                                                                                      • Waitrose
                                                                                                                                                                                                                                                                                                                                                      • Waterstones Booksellers
                                                                                                                                                                                                                                                                                                                                                      • Westfield Group
                                                                                                                                                                                                                                                                                                                                                      • Westmorland Motorway Services Limited
                                                                                                                                                                                                                                                                                                                                                      • WH Smith PLC
                                                                                                                                                                                                                                                                                                                                                      • White Stuff Ltd
                                                                                                                                                                                                                                                                                                                                                      • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                                                                                                      • Zalando

                                                                                                                                                                                                                                                                                                                                                      UK Retail Briefing - February 2016

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