Sorry for interrupting, this website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Learn more
Accept & Close

UK Retail Briefing - February 2017

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

This review looks at:

  • % change in the clothing retail sales, 2015-16
  • Consumer spending on Clothing Q1 2014 - Q3 2016
  • Performance of clothing retailers in the UK over the Christmas period
  • Outlook for 2017

We also include an Analyst Comment on the recent announcement of the Tesco and Booker merger.

What you get

What's included

Why buy from us?

Succeed

Our reports will provide you with market data, consumer research and competitive intelligence to succeed in your market.

Instant Access

Buy now and you'll have instant access to the information you need to make the right decisions.

Opportunities

Find out what's next in the markets that matter to you: where opportunities lie and what challenges you will face.

Trusted

A business Superbrand, Mintel is a source you can trust. We have been defining and refining the Market Intelligence mix since 1972.

Table of contents

  1. Analyst Comment

    • Tesco and Booker to merge
      • Why?
        • Increased buying power
          • What it could mean for the convenience sector
            • Does it make sense?
            • Retail Sales

              • Key points
                • Retail sales
                  • Figure 1: Retail sales trends, 2016/17
                  • Figure 2: UK retail sales y/y growth, BRC vs ONS, Nov 2015-Dec 2016
                • John Lewis
                  • Figure 3: John Lewis: year-on-year growth, Jan 2015-Feb 2017
                • Inflation and wages
                  • Figure 4: Real wages growth: Wages growth vs inflation, 2012-17
                • Inflation
                  • Figure 5: Annual percentage change in the consumer price index for selected product groups, 2016-17
                • Looking forward
                • Sector Focus – Clothing

                  • Clothing specialists underperform the retail sector
                    • Figure 6: Annual % change in clothing retail sales, non-seasonally adjusted, by month, Jan 2015-Dec 2016
                  • Consumer spending on clothes is on the rise
                    • Figure 7: Consumer spending on clothing, at current prices, non-seasonally adjusted, Q1 2014-Q3 2016
                  • Christmas trading update
                    • Unexpected change in fortunes for M&S and Next
                      • Specialists benefit from taking a full price stance
                        • Figure 8: Performance of clothing retailers in the UK over the Christmas period, 2016-17
                      • Online-only retailers outperform
                        • Other non-specialists perform well too
                          • Market set to become more challenging in 2017
                            • British sourcing could be an option to explore
                            • Headlines for the Month

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

                                              • Convenience stores
                                                • UK: Spar warns of slowdown in the convenience sector
                                                  • Grocers
                                                    • UK: Aldi steps up to fifth in the UK grocery market
                                                      • UK: Iceland reports strong Christmas trading period
                                                        • UK: Lidl boasts “most successful” Christmas ever
                                                          • UK: Morrisons
                                                            • …like-for-likes rise 2.9%
                                                              • …partners with food sharing app
                                                                • UK: Sainsbury’s and Argos like-for-likes up 1.0%
                                                                  • UK: Sir Ken Morrison passes away
                                                                    • UK: Supermarkets criticised for wasteful food deals online
                                                                      • UK: Supermarkets partake in project encouraging people to eat less meat
                                                                        • UK: Tesco
                                                                          • …Christmas results lifted by fresh food sales
                                                                            • …introduces PayQwiq payment to entire estate
                                                                              • …launches one-hour delivery in London
                                                                                • …to purchase Booker Group for £3.7bn
                                                                                  • UK: The Co-op's Richard Pennycook to stand down
                                                                                    • UK: Waitrose reportedly closing up to six stores
                                                                                      • Other food and drink specialists
                                                                                        • UK: Conviviality Retail returns to profit in the second half
                                                                                          • UK: Greggs ends the year ahead of expectations
                                                                                            • UK: Hotel Chocolat shoppers trade up to higher-priced gifts
                                                                                              • UK: Majestic Wine sales up but profits dip
                                                                                              • News Analysis – Non-food

                                                                                                • Clothing retailing
                                                                                                  • UK: Abercrombie & Fitch creates new store format
                                                                                                    • UK: Agent Provocateur receives high level of bidder interest
                                                                                                      • UK: Ann Summers reports surging sales over Christmas
                                                                                                        • UK: Bhs investigation could last until 2019
                                                                                                          • UK: Bonmarché sales rise 3.3%
                                                                                                            • UK: Burberry's UK retail sales surge 40%
                                                                                                              • UK: Fat Face delivers 7.9% growth in full-price sales
                                                                                                                • UK: H&M
                                                                                                                  • …expands Weekday fascia
                                                                                                                    • …profits fall amid increased markdown
                                                                                                                      • …sales slow over Christmas
                                                                                                                        • UK: Hobbs sales rise 3.9%
                                                                                                                          • UK: Hugo Boss Q4 revenues decline 3%
                                                                                                                            • UK: Jack Wills reports modest like-for-like growth
                                                                                                                              • UK: Jaeger seeks investors amid strategic turnaround
                                                                                                                                • UK: Jimmy Choo boosted by strong growth in Asia
                                                                                                                                  • UK: Joules
                                                                                                                                    • …delivers strong Christmas trading results
                                                                                                                                      • …performs well over the first half
                                                                                                                                        • UK: Matalan full-price sales rise 29.1%, but total sales fall
                                                                                                                                          • UK: Moss Bros like-for-likes rise 6.1%
                                                                                                                                            • UK: Mothercare UK sales return to growth
                                                                                                                                              • UK: New Look
                                                                                                                                                • …hires new digital director
                                                                                                                                                  • …sales and profits drop in Q3
                                                                                                                                                    • UK: Pep&Co to raise retail prices
                                                                                                                                                      • UK: Primark sales up driven by increased selling space
                                                                                                                                                        • UK: Radley delivers rise 9% over Christmas
                                                                                                                                                          • UK: Reiss turnaround leads to 19.7% sales rise
                                                                                                                                                            • UK: Snapchat extends retailers' advertising limit
                                                                                                                                                              • UK: Stradivarius to launch menswear this week
                                                                                                                                                                • UK: SuperGroup report strong trading result in H1
                                                                                                                                                                  • UK: Ted Baker's retail sales surge 17.9%
                                                                                                                                                                    • UK: Topshop sales fall by around 11% over Christmas
                                                                                                                                                                      • UK: Under Armour looking to purchase French Connection store
                                                                                                                                                                        • Footwear retailing
                                                                                                                                                                          • UK: Office profits hit by sale to Truworths
                                                                                                                                                                            • UK: Shoe Zone profits rise 1.1%
                                                                                                                                                                              • Multi-sector retailing
                                                                                                                                                                                • UK: GHM discount stores will become Poundland shops
                                                                                                                                                                                  • UK: John Lewis sales rise 4.9% during Christmas trading period
                                                                                                                                                                                    • UK: Marks and Spencer clothing sales return to growth
                                                                                                                                                                                      • UK: Poundland to cease trading online
                                                                                                                                                                                        • Department stores
                                                                                                                                                                                          • UK: Debenhams
                                                                                                                                                                                            • …Christmas performance boosted by beauty and gifting
                                                                                                                                                                                              • …to stock modest fashion brand
                                                                                                                                                                                                • UK: Fortnum & Mason December results boosted by online
                                                                                                                                                                                                  • UK: House of Fraser
                                                                                                                                                                                                    • …reports strong online performance
                                                                                                                                                                                                      • …to anchor £300m Chester project
                                                                                                                                                                                                        • UK: John Lewis sales rise 4.9% during Christmas trading period
                                                                                                                                                                                                          • DIY retailing
                                                                                                                                                                                                            • UK: Bunnings
                                                                                                                                                                                                              • …ends zero-hour contracts
                                                                                                                                                                                                                • …first UK store opens its doors
                                                                                                                                                                                                                  • UK: Screwfix opens 500th store
                                                                                                                                                                                                                    • UK: Topps Tiles reports soft results
                                                                                                                                                                                                                      • Electrical retailing
                                                                                                                                                                                                                        • France: Fnac gains approval to open on Sundays
                                                                                                                                                                                                                          • Germany: Media-Markt launches technology rental service
                                                                                                                                                                                                                            • UK: BrightHouse to close 28 stores following tough trading
                                                                                                                                                                                                                              • UK: Dixons Carphone reports 8% growth
                                                                                                                                                                                                                                • UK: GAME suffers a decline amid lack of new launches
                                                                                                                                                                                                                                  • Carpet retailing
                                                                                                                                                                                                                                    • UK: Carpetright returns to quarterly UK growth
                                                                                                                                                                                                                                      • Furniture retailing
                                                                                                                                                                                                                                        • UK: DFS on track with 7% sales growth
                                                                                                                                                                                                                                          • UK: Dreams prepares for £400m sale
                                                                                                                                                                                                                                            • UK: Habitat trials new standalone format in Leeds
                                                                                                                                                                                                                                              • UK: Ikea
                                                                                                                                                                                                                                                • …acquires stake in recycling plant
                                                                                                                                                                                                                                                  • …plans most sustainable store in Greenwich
                                                                                                                                                                                                                                                    • UK: ScS like-for-like orders rise 2.7%
                                                                                                                                                                                                                                                      • Homewares retailing
                                                                                                                                                                                                                                                        • UK: Dunelm
                                                                                                                                                                                                                                                          • …like-for-like store sales fall 3.1%
                                                                                                                                                                                                                                                            • …Q2 sales rise 6.6%
                                                                                                                                                                                                                                                              • UK: Wyevale Gardens launches new website
                                                                                                                                                                                                                                                                • Home shopping
                                                                                                                                                                                                                                                                  • UK: Amazon Go reportedly looking for London store space
                                                                                                                                                                                                                                                                    • UK: AO sales grow in Q3 but warn on future uncertainty
                                                                                                                                                                                                                                                                      • UK: Asos sales surge 36%
                                                                                                                                                                                                                                                                        • UK: Boohoo
                                                                                                                                                                                                                                                                          • …gains approval for Nasty Gal acquisition
                                                                                                                                                                                                                                                                            • …revenues surge 55%
                                                                                                                                                                                                                                                                              • UK: Findel strengthens in the second half
                                                                                                                                                                                                                                                                                • UK: N Brown revenues rise 4.1%
                                                                                                                                                                                                                                                                                  • UK: Ocado
                                                                                                                                                                                                                                                                                    • …retail sales rise 13.6%
                                                                                                                                                                                                                                                                                      • …sells salad from underground London farm
                                                                                                                                                                                                                                                                                        • UK: Overseas online interest in British brands on the rise
                                                                                                                                                                                                                                                                                          • UK: Shop Direct
                                                                                                                                                                                                                                                                                            • …owners reportedly mulling sale or flotation
                                                                                                                                                                                                                                                                                              • …9% sales growth driven by Very
                                                                                                                                                                                                                                                                                                • UK: Sofa.com sales jump 28% following showroom openings
                                                                                                                                                                                                                                                                                                  • UK: Visits to UK retail websites reach 4.6 billion in December
                                                                                                                                                                                                                                                                                                    • UK: Yoox Net-a-Porter IL sales advance 2.3%
                                                                                                                                                                                                                                                                                                      • Health and beauty retailing
                                                                                                                                                                                                                                                                                                        • UK: L'Oreal considering selling The Body Shop
                                                                                                                                                                                                                                                                                                          • UK: Superdrug sales boosted by make-up trends
                                                                                                                                                                                                                                                                                                            • Luxury goods retailing
                                                                                                                                                                                                                                                                                                              • UK: Louis Vuitton global revenues rise by 5%
                                                                                                                                                                                                                                                                                                                • UK: MatchesFashion boosted my mobile app sales
                                                                                                                                                                                                                                                                                                                  • UK: New West End Company reports strong Chinese New Year sales
                                                                                                                                                                                                                                                                                                                    • Book and stationery retailing
                                                                                                                                                                                                                                                                                                                      • UK: Card Factory ends the year up 0.4% like-for-like
                                                                                                                                                                                                                                                                                                                        • UK: Waterstones generates first pre-tax profit for seven years
                                                                                                                                                                                                                                                                                                                          • UK: WH Smith travel revenues offset declines in high street
                                                                                                                                                                                                                                                                                                                            • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                              • UK: JD reports a strong Christmas period
                                                                                                                                                                                                                                                                                                                                • Jewellers
                                                                                                                                                                                                                                                                                                                                  • UK: Pandora
                                                                                                                                                                                                                                                                                                                                    • …revenues rise 21% in 2016
                                                                                                                                                                                                                                                                                                                                      • …rolls out digital receipts
                                                                                                                                                                                                                                                                                                                                        • UK: Signet
                                                                                                                                                                                                                                                                                                                                          • …UK division falls into a like-for-like decline
                                                                                                                                                                                                                                                                                                                                            • …restructures to focus on omnichannel
                                                                                                                                                                                                                                                                                                                                              • Toys and games retailing
                                                                                                                                                                                                                                                                                                                                                • UK: Hornby's turnaround plan progresses
                                                                                                                                                                                                                                                                                                                                                  • UK: The Entertainer
                                                                                                                                                                                                                                                                                                                                                    • …develops new franchise partner
                                                                                                                                                                                                                                                                                                                                                      • ….Christmas sales climb 13.5%
                                                                                                                                                                                                                                                                                                                                                        • UK: Toy prices set to rise around 15%
                                                                                                                                                                                                                                                                                                                                                          • Automotive retailing
                                                                                                                                                                                                                                                                                                                                                            • UK: Halfords retail sales accelerate in Q3
                                                                                                                                                                                                                                                                                                                                                              • Pet retailing
                                                                                                                                                                                                                                                                                                                                                                • UK: Pets at Home merchandise sales softer than anticipated
                                                                                                                                                                                                                                                                                                                                                                  • Shopping locations
                                                                                                                                                                                                                                                                                                                                                                    • UK: Centre:mk announces £60m investment
                                                                                                                                                                                                                                                                                                                                                                      • UK: High street footfall rises for first time in five years
                                                                                                                                                                                                                                                                                                                                                                        • UK: Intu reports increase in festive footfall
                                                                                                                                                                                                                                                                                                                                                                          • UK: Outlet village operator reports 6.7% sales rise
                                                                                                                                                                                                                                                                                                                                                                            • Economy
                                                                                                                                                                                                                                                                                                                                                                              • UK: Retail sales growth slows to 0.1% in January
                                                                                                                                                                                                                                                                                                                                                                                • UK: Retail sales rise by 7.1% in December
                                                                                                                                                                                                                                                                                                                                                                                  • UK: Retail sales up 1.0% in December

                                                                                                                                                                                                                                                                                                                                                                                  UK Retail Briefing - February 2017

                                                                                                                                                                                                                                                                                                                                                                                  US $391.67 (Excl.Tax)