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UK Retail Briefing - January 2012

UK Retail Briefing is a monthly briefing providing news and analysis thatincludes company results, store openings, cross-border moves, M & Aactivities, executive changes and property developments. Additionally each month, UK Retail Briefing focuses on a key issue or specific UK retail sector. The month's retail news is then analysed sector by sector, making this an invaluable resource for all with an interest in the UK retail industry.

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Table of contents

  1. Analyst Comment

    • Christmas 2011
      • Very much as expected
        • Late surge
          • Not as good as it looks
            • Fashion
              • Food
                • Other sectors
                  • Online strong
                    • And 2012
                      • Tesco – Time for a fundamental rethink in marketing
                        • Marketing the problem
                          • Time for a rethink
                          • Headlines for the Month

                            • Grocers
                              • Food specialists
                                • Clothing
                                  • Footwear
                                    • Multi-sector retailing
                                      • Miscellaneous specialists
                                        • Department stores
                                          • Mixed goods
                                            • DIY
                                              • Electricals
                                                • Music and video
                                                  • Furniture
                                                    • Home shopping
                                                      • Health and beauty
                                                        • Sports and leisure goods
                                                          • Jewellers
                                                            • Toys and games
                                                              • Economy
                                                              • Retail Sales – Background and Outlook

                                                                • Key points
                                                                  • Retail sales trends
                                                                    • Figure 1: Retail sales trends, 2011
                                                                  • The BRC data for December
                                                                    • Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-11
                                                                  • John Lewis
                                                                    • Figure 3: John Lewis: Year-on-year growth, 2010-12
                                                                  • Inflation and wages
                                                                    • Figure 4: RPI vs Average weekly earnings growth, 2008-12
                                                                  • Inflation remains uncomfortably high
                                                                    • Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2011
                                                                  • Looking forward
                                                                  • Sector Focus – Clothing and Footwear Retailers

                                                                      • Mintel’s Tracker survey
                                                                        • Figure 6: Mintel Tracker Survey: Agreement with statements on what extra money is spent on, Dec 2009, Dec 2010 and Dec 2011
                                                                        • Figure 7: Mintel Tracker Survey: Agreement with statements on what extra money is spent on, Dec 2009-Dec 2011
                                                                      • Sector relatives
                                                                        • Figure 8: Clothing & footwear specialists’ retail sales as % of all retail sales (incl. fuel), 2006-11
                                                                        • Figure 9: Clothing & footwear specialists’ retail sales as percentage of consumer spending on clothing & footwear, 2006-11
                                                                      • Retail sales data
                                                                        • Figure 10: Clothing & footwear specialists’ retail sales, 2006-11
                                                                      • Inflation
                                                                        • Figure 11: Average monthly cotton prices per lb, Jan 2010-Dec 2011
                                                                        • Figure 12: Consumer prices index for clothing & footwear and all items, Jan 2010-Dec 2011
                                                                        • Figure 13: Consumer prices index for clothing and footwear sub-categories, Jan-Dec 2011
                                                                      • Consumer spending
                                                                        • Figure 14: Consumer spending on clothing & footwear, 2006-11
                                                                      • Leading clothing and footwear specialists
                                                                        • Figure 15: Leading clothing specialists, 2010/11
                                                                        • Figure 16: Leading footwear specialists, 2010/11
                                                                    • News Analysis

                                                                      • Grocers
                                                                        • Asda outperforms rivals over Christmas
                                                                          • Booths sales up as shoppers entertain over Christmas
                                                                            • Morrisons
                                                                              • …M Savers to hit shelves in January
                                                                                • …plans 2012 expansion
                                                                                  • …reports Christmas sales rise as it eyes Best Buy sites
                                                                                    • Sainsbury's sees 'record-breaking' Christmas
                                                                                      • Tesco
                                                                                        • …enters F&F partnership in Saudi Arabia
                                                                                          • …extends Home Efficiency offering by selling boilers
                                                                                            • …reports "disappointing" Christmas with like-for-likes falling 2.3%
                                                                                              • The Co-operative Group
                                                                                                • …adds 28 stores after acquiring David Sands
                                                                                                  • …posts Christmas sales uplift
                                                                                                    • Waitrose
                                                                                                      • …enjoys festive sales rise
                                                                                                        • …reports 'very strong' Christmas trading
                                                                                                          • …to introduce contactless payments
                                                                                                            • Off-licences
                                                                                                              • Majestic Wine posts Christmas sales rise
                                                                                                                • Food specialists
                                                                                                                  • Greggs reports boosted Christmas sales
                                                                                                                    • Thorntons
                                                                                                                      • …issues profit warning
                                                                                                                        • …suffers poor Christmas performance
                                                                                                                          • Clothing retailing
                                                                                                                            • American Apparel opens more concessions in Selfridges
                                                                                                                              • Aurora Fashions reports 13% like-for-like rise this winter
                                                                                                                                • Blue Inc
                                                                                                                                  • …enjoys positive Christmas
                                                                                                                                    • …preparing to buy 21 D2 stores
                                                                                                                                      • Bravissimo performance driven by Pepperberry
                                                                                                                                        • Burberry reports rising sales due to outerwear and leather goods
                                                                                                                                          • D2 fashion chain collapses into administration
                                                                                                                                            • Howies bought back by management
                                                                                                                                              • Jacques Vert
                                                                                                                                                • …and Irisa to share back office
                                                                                                                                                  • …received bid from Sun European
                                                                                                                                                    • Jaeger full year profits fall
                                                                                                                                                      • La Senza
                                                                                                                                                        • …acquired by Alshaya UK
                                                                                                                                                          • …restructuring plans
                                                                                                                                                            • Moss Bros sees rise in like-for-likes
                                                                                                                                                              • Mulberry appoints new chief executive
                                                                                                                                                                • New Look reports strong Christmas trading
                                                                                                                                                                  • Next sales up due to strong Directory performance
                                                                                                                                                                    • Paul Smith sees profits for the full year rise
                                                                                                                                                                      • Peacocks
                                                                                                                                                                        • …considering selling off Bonmarche
                                                                                                                                                                          • …struggles as RBS pulls out of rescue deal
                                                                                                                                                                            • SuperGroup
                                                                                                                                                                              • …Christmas sales rise
                                                                                                                                                                                • …profits fall despite LFL lift
                                                                                                                                                                                  • Ted Baker delivers "excellent" Christmas performance
                                                                                                                                                                                    • The Kooples opens first UK outlet store
                                                                                                                                                                                      • Triumph considers bid for La Senza stores
                                                                                                                                                                                        • Victoria's Secret owner in line to buy La Senza
                                                                                                                                                                                          • White Stuff reports 20% year-on-year sales rise
                                                                                                                                                                                            • Footwear retailing
                                                                                                                                                                                              • Barratts Priceless
                                                                                                                                                                                                • …sees more than 1,600 jobs go
                                                                                                                                                                                                  • …stores acquired by Ziff
                                                                                                                                                                                                    • …to close 18 stores before Christmas 2011
                                                                                                                                                                                                      • Schuh sees strong year
                                                                                                                                                                                                        • Multi-sector retailing
                                                                                                                                                                                                          • Marks & Spencer
                                                                                                                                                                                                            • …reports stronger food sales while general merchandise suffers
                                                                                                                                                                                                              • …increases opening hours and delivery service for Christmas
                                                                                                                                                                                                                • Laura Ashley sees like-for-likes rise
                                                                                                                                                                                                                  • Miscellaneous specialists
                                                                                                                                                                                                                    • Halfords sees like-for-likes drop of 4.8%
                                                                                                                                                                                                                      • Mamas and Papas enters red
                                                                                                                                                                                                                        • Albemarle & Bond to open 25 stores this year
                                                                                                                                                                                                                          • Mothercare
                                                                                                                                                                                                                            • …sales rise driven by promotions
                                                                                                                                                                                                                              • …sees private equity firms circle for bids
                                                                                                                                                                                                                                • Past Times
                                                                                                                                                                                                                                  • …closes 47 stores
                                                                                                                                                                                                                                    • …enters administration
                                                                                                                                                                                                                                      • …officially in administration
                                                                                                                                                                                                                                        • Pets at Home posts "robust" half-year trading
                                                                                                                                                                                                                                          • QD reports solid Christmas and plans expansion
                                                                                                                                                                                                                                            • Department stores
                                                                                                                                                                                                                                              • Debenhams has strong Christmas
                                                                                                                                                                                                                                                • Fortnum & Mason reports record sales
                                                                                                                                                                                                                                                  • Harvey Nichols launches new concept store in Liverpool One
                                                                                                                                                                                                                                                    • House of Fraser posts "pleasing" sales growth
                                                                                                                                                                                                                                                      • John Lewis
                                                                                                                                                                                                                                                        • …launches trend-led women's label JL Weekend
                                                                                                                                                                                                                                                          • …reports successful sales week
                                                                                                                                                                                                                                                            • …sales boosted by late delivery offer
                                                                                                                                                                                                                                                              • …sales up 4.7% as it prepares for Christmas rush
                                                                                                                                                                                                                                                                • …up on Christmas sales from last year
                                                                                                                                                                                                                                                                  • …sees strong sales week
                                                                                                                                                                                                                                                                    • Selfridges launches last-minute Christmas shopping services
                                                                                                                                                                                                                                                                      • Mixed goods retailers
                                                                                                                                                                                                                                                                        • Argos
                                                                                                                                                                                                                                                                          • …launches pop-up shops in London train stations
                                                                                                                                                                                                                                                                            • …like-for-likes fall 8.8%
                                                                                                                                                                                                                                                                              • The Original Factory Shop reports growth
                                                                                                                                                                                                                                                                                • Poundland's Dealz store to have £1.20 pricing structure
                                                                                                                                                                                                                                                                                  • DIY retailing
                                                                                                                                                                                                                                                                                    • B&Q
                                                                                                                                                                                                                                                                                      • …invests £12m in product ranges
                                                                                                                                                                                                                                                                                        • …launches 'most aggressive' price campaign yet
                                                                                                                                                                                                                                                                                          • Focus DIY's customers, shoppers and unsecured creditors receive nothing
                                                                                                                                                                                                                                                                                            • Topps Tiles sales down 4.2% in first quarter
                                                                                                                                                                                                                                                                                              • Wickes
                                                                                                                                                                                                                                                                                                • …further hit by low consumer confidence
                                                                                                                                                                                                                                                                                                  • …owner buys remaining Toolstation stake
                                                                                                                                                                                                                                                                                                    • Robert Dyas reports strong Christmas run-up
                                                                                                                                                                                                                                                                                                      • Electricals retailing
                                                                                                                                                                                                                                                                                                        • Best Buy big-boxes to close on 15 January
                                                                                                                                                                                                                                                                                                          • Dixons' reports falling like-for-likes over Christmas
                                                                                                                                                                                                                                                                                                            • Maplin reports strong December
                                                                                                                                                                                                                                                                                                              • Phones 4U reports sales rise in final quarter
                                                                                                                                                                                                                                                                                                                • Music and video goods retailing
                                                                                                                                                                                                                                                                                                                  • HMV
                                                                                                                                                                                                                                                                                                                    • …considers sale of live music arm on bad sales
                                                                                                                                                                                                                                                                                                                      • …sales fall over Christmas
                                                                                                                                                                                                                                                                                                                        • Netflix to launch in UK and Ireland today
                                                                                                                                                                                                                                                                                                                          • Oakley Capital plans bid for HMV's live music arm
                                                                                                                                                                                                                                                                                                                            • Carpet retailing
                                                                                                                                                                                                                                                                                                                              • Carpetright reports first half loss
                                                                                                                                                                                                                                                                                                                                • United Carpets pre-tax profits halve in first half
                                                                                                                                                                                                                                                                                                                                  • Furniture retailing
                                                                                                                                                                                                                                                                                                                                    • CSL reports Christmas sales rise
                                                                                                                                                                                                                                                                                                                                      • DFS earnings fall but invests in growth
                                                                                                                                                                                                                                                                                                                                        • Dunelm growth continues in strong H1
                                                                                                                                                                                                                                                                                                                                          • Dwell to open first Welsh store at St David's
                                                                                                                                                                                                                                                                                                                                            • Ikea UK & Ireland gets first British boss
                                                                                                                                                                                                                                                                                                                                              • Home shopping
                                                                                                                                                                                                                                                                                                                                                • N Brown reports like-for-likes rise 2%
                                                                                                                                                                                                                                                                                                                                                  • Asos to open data to external web developers
                                                                                                                                                                                                                                                                                                                                                    • Brand Alley reports sales up 61%
                                                                                                                                                                                                                                                                                                                                                      • Ocado
                                                                                                                                                                                                                                                                                                                                                        • …enjoys late surge in Christmas sales
                                                                                                                                                                                                                                                                                                                                                          • …warns on profits
                                                                                                                                                                                                                                                                                                                                                            • Shop Direct posts Christmas sales rise
                                                                                                                                                                                                                                                                                                                                                              • Health and beauty retailing
                                                                                                                                                                                                                                                                                                                                                                • Boots sees sales rise more than 3% in December
                                                                                                                                                                                                                                                                                                                                                                  • Feelunique's Christmas sales boosted by high-end brands
                                                                                                                                                                                                                                                                                                                                                                    • Lush Christmas "exceeds expectations"
                                                                                                                                                                                                                                                                                                                                                                      • Superdrug delivers "solid" festive growth
                                                                                                                                                                                                                                                                                                                                                                        • The Fragrance Shop sees strong online sales over Christmas
                                                                                                                                                                                                                                                                                                                                                                          • Book and stationery retailing
                                                                                                                                                                                                                                                                                                                                                                            • Clinton Cards reports rising Christmas like-for-likes
                                                                                                                                                                                                                                                                                                                                                                              • Foyles
                                                                                                                                                                                                                                                                                                                                                                                • …reports Christmas sales up 20%
                                                                                                                                                                                                                                                                                                                                                                                  • …reports continued profitability
                                                                                                                                                                                                                                                                                                                                                                                    • Hallmark plans out international expansion
                                                                                                                                                                                                                                                                                                                                                                                      • Ryman profits driven by ecommerce
                                                                                                                                                                                                                                                                                                                                                                                        • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                                                                                          • Blacks Leisure
                                                                                                                                                                                                                                                                                                                                                                                            • …faces post-Christmas administration
                                                                                                                                                                                                                                                                                                                                                                                              • …in administration
                                                                                                                                                                                                                                                                                                                                                                                                • …moves closer to pre-pack administration
                                                                                                                                                                                                                                                                                                                                                                                                  • Edinburgh Woollen Mill a surprise bidder for Blacks
                                                                                                                                                                                                                                                                                                                                                                                                    • Go Outdoors and Mountain Warehouse join race for Blacks
                                                                                                                                                                                                                                                                                                                                                                                                      • JD Sports
                                                                                                                                                                                                                                                                                                                                                                                                        • …considers bid for Blacks
                                                                                                                                                                                                                                                                                                                                                                                                          • …formally acquires Blacks
                                                                                                                                                                                                                                                                                                                                                                                                            • …in "advanced discussions" to buy Blacks
                                                                                                                                                                                                                                                                                                                                                                                                              • …posts festive like-for-likes rise
                                                                                                                                                                                                                                                                                                                                                                                                                • JJB improves performance over Christmas
                                                                                                                                                                                                                                                                                                                                                                                                                  • Sports Direct
                                                                                                                                                                                                                                                                                                                                                                                                                    • …pulls out of Blacks bid
                                                                                                                                                                                                                                                                                                                                                                                                                      • …sales up
                                                                                                                                                                                                                                                                                                                                                                                                                        • Yeomans owner Granite buys Gelert
                                                                                                                                                                                                                                                                                                                                                                                                                          • Pro Bike wins backing
                                                                                                                                                                                                                                                                                                                                                                                                                            • Jewellers
                                                                                                                                                                                                                                                                                                                                                                                                                              • Folli Follie enjoys 64% increase in sales over Christmas
                                                                                                                                                                                                                                                                                                                                                                                                                                • Signet UK sales rise 1.8% over Christmas
                                                                                                                                                                                                                                                                                                                                                                                                                                  • Garden centres
                                                                                                                                                                                                                                                                                                                                                                                                                                    • The Garden Centre Group has "outstanding" Christmas
                                                                                                                                                                                                                                                                                                                                                                                                                                      • Toys and games retailing
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Game
                                                                                                                                                                                                                                                                                                                                                                                                                                          • …like-for-likes fall as margins hit
                                                                                                                                                                                                                                                                                                                                                                                                                                            • …set to appoint Deloitte for turnaround
                                                                                                                                                                                                                                                                                                                                                                                                                                              • Games Workshop pre-tax profits rise
                                                                                                                                                                                                                                                                                                                                                                                                                                                • Hawkin's Bazaar owner headed for administration
                                                                                                                                                                                                                                                                                                                                                                                                                                                  • The Entertainer outperforms toy market by 22.1%
                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Economy
                                                                                                                                                                                                                                                                                                                                                                                                                                                      • BRC:
                                                                                                                                                                                                                                                                                                                                                                                                                                                        • …'Christmas on a knife egde' as footfall drops
                                                                                                                                                                                                                                                                                                                                                                                                                                                          • …stronger Christmas "reflects one-off factors"
                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Cost of retail crime rises 31%
                                                                                                                                                                                                                                                                                                                                                                                                                                                              • CPI
                                                                                                                                                                                                                                                                                                                                                                                                                                                                • …at 4.2% in December
                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • …inflation falls in November
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • Friday before Christmas to be the busiest shopping day of the year
                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • January shopper numbers fall
                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Kantar reveals Sainsbury's market share highest since March 2003
                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • New Year grocery discounting begins
                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Online shopping spree leads to delivery chaos
                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • ONS: Retail sales value up 4.6% in November
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • Portas
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • …response will not be brought forward
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    • …reveals 28 recommendations for high street revival
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      • …to focus on planning and parking reforms to revive high street
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        • Scottish retail sales fall worst since 1999
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          • Shop price inflation hits 16-month low in December
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            • Shopper numbers up in week before Christmas
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              • Supermarkets now represent 36% of retail property pipeline
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                • West End takings fall despite traffic-free weekend
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Bluewater tops UK shopping centre ranking

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  UK Retail Briefing - January 2012

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