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 - January 2014

Each month Mintel’s UK Retail Briefing concentrates on a particular sector or market. This month’s focus is on food retailing and we look in particular at the Christmas shopping period.

This sector focus includes:

  • Consumers' Christmas food shopping habits as well as extracts from Mintel’s exclusive monthly Consumer Tracker survey on food shopping habits, October 2013.
  • The impact of inflation, January 2013-December 2013.
  • Year-on-year growth of food retailers' sales, January 2013-December 2013.
  • Comparison of major grocers' Christmas performance.

We also include Analyst's Comments on major retailers' pre-Christmas performances and the hard discounters, a review of UK retail sales performance, and monthly headlines and retail news analysis for the UK.

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

    • The ruthless consumer
      • It was a good Christmas
        • Figure 1: Winners and losers: Clothing and department stores, Christmas 2013
      • Food retailers
        • Online
          • Where next?
            • Hard discounters – getting them in proportion
              • How big are they?
                • Figure 2: Top 10 food retailers, 2012-13
              • Why have they been doing so well?
                • Not just low price
                  • And what will happen in an upturn?
                  • Retail Sales – Background and Outlook

                    • Key points
                      • Retail sales trends
                        • Figure 3: Retail sales trends, 2013
                      • BRC data for November
                        • Figure 4: UK retail sales y/y growth, BRC vs ONS, 2012-13
                      • John Lewis
                        • Figure 5: John Lewis: Year-on-year growth, 2012-13
                      • Inflation and wages
                        • Figure 6: The income squeeze: Wages growth vs inflation, 2008-13
                      • Inflation
                        • Figure 7: Annual percentage change in the consumer price index for selected product groups, 2013
                      • Looking forward
                      • Sector Focus – Food Retailing

                          • Key points
                            • Shoppers switched to value retailers at Christmas 2013
                              • Figure 8: The consumer: Christmas grocery shopping habits, January 2013
                            • But Tracker survey shows fewer shoppers cutting back
                              • Figure 9: The consumer: Grocery shopping habits, December 2012-October 2013
                            • Lower inflation hits value growth at grocers
                              • Figure 10: Consumer prices index: Annual % change, January-December 2013
                              • Figure 11: Consumer prices index: Annual % change, detailed food categories, January-December 2013
                            • Sector sales slow in Q4 2013
                              • Figure 12: Food retailers’ sales: Year-on-year growth, January-December 2013
                              • Figure 13: Food retailers’ sales: Real-terms year-on-year growth, October-December 2013
                            • Major grocers’ Christmas performance
                                • Figure 14: Major grocers’ Christmas-period 2013 trading results, year-on-year growth
                            • Headlines for the Month

                              • Co-ops
                                • Grocers
                                  • Off-licences
                                    • Clothing retailing
                                      • Footwear retailing
                                        • Mixed goods retailing
                                          • Multi-sector retailing
                                            • Department stores
                                              • Electrical retailing
                                                • Carpet retailing
                                                  • Health and beauty retailing
                                                    • Sports and leisure goods retailing
                                                      • Economy
                                                      • News Analysis – Food and Drink

                                                        • Bakers
                                                          • Greggs cuts staff after sales growth
                                                            • Co-ops
                                                              • Co-operative Food reports strong Christmas performance
                                                                • Convenience stores
                                                                  • Nisa Retail reports strong Christmas sales
                                                                    • Grocers
                                                                      • Asda trials new format
                                                                        • Booths
                                                                          • …introduces brand price-matching scheme
                                                                            • …reports best ever festive trading
                                                                              • Morrisons
                                                                                • …employee arrested for insider trading
                                                                                  • …like-for-likes fall
                                                                                    • … launches online shopping
                                                                                      • Over half the country shops at Aldi and Lidl
                                                                                        • Sainsbury’s
                                                                                          • …blames tough sales environment for flat like-for-likes
                                                                                            • …Freefrom food range sees boost in pre-Christmas sales
                                                                                              • …to stop selling DVDs
                                                                                                • Tesco
                                                                                                  • …launches healthy living brand
                                                                                                    • …acquires Lazada
                                                                                                      • …glitch locks NatWest and RBS credit cards
                                                                                                        • …reports a fall in like-for-likes over Christmas
                                                                                                          • …to launch current account
                                                                                                            • …to test Indian market
                                                                                                              • Waitrose
                                                                                                                • …predicts South American food boom
                                                                                                                  • …records strong Christmas trading figures
                                                                                                                    • …sales up as customers search for interesting Christmas food
                                                                                                                      • Off-licences
                                                                                                                        • Majestic Wine reveals strong Christmas figures
                                                                                                                          • Other food specialists
                                                                                                                            • Holland & Barrett increase store openings
                                                                                                                            • News Analysis – Non-food

                                                                                                                              • Clothing retailing
                                                                                                                                • Edinburgh Woollen Mill appoints new managing director of Peacocks
                                                                                                                                  • Fat Face
                                                                                                                                    • …eyes potential flotation
                                                                                                                                      • …positive after Christmas trading
                                                                                                                                        • Jigsaw reports strong Christmas trading figures
                                                                                                                                          • Joules opens store at Gatwick airport
                                                                                                                                            • Karen Millen profits decline
                                                                                                                                              • London pub set to become shopping and catering space
                                                                                                                                                • Moss Bros witnesses “encouraging” sales
                                                                                                                                                  • New Look receives Christmas boost to like-for-likes
                                                                                                                                                    • Next raises forecasts on the back of bumper Christmas
                                                                                                                                                      • Paul Smith sees profits fall
                                                                                                                                                        • Retailers increase discounts in last-minute push before Christmas
                                                                                                                                                          • SuperGroup records strong progress
                                                                                                                                                            • Ted Baker reports solid Christmas figures
                                                                                                                                                              • TK Maxx accused of misleading customers
                                                                                                                                                                • TM Lewin starts international push
                                                                                                                                                                  • Footwear retailing
                                                                                                                                                                    • Barratts
                                                                                                                                                                      • …receives £5m rescue offer from Pavers
                                                                                                                                                                        • …remaining Barratts stores closed
                                                                                                                                                                          • Mixed goods retailing
                                                                                                                                                                            • Poundstretcher falls to £3.7m loss
                                                                                                                                                                              • Multi-sector retailing
                                                                                                                                                                                • Argos digital stores hit by technical glitches
                                                                                                                                                                                  • M&S
                                                                                                                                                                                    • …outlook gloomy
                                                                                                                                                                                      • …extends discounts on clothing after poor Christmas sales
                                                                                                                                                                                        • …reports disappointing third quarter
                                                                                                                                                                                          • …to make toy packaging gender neutral
                                                                                                                                                                                            • …member of staff refuses alcohol sale
                                                                                                                                                                                              • Department stores
                                                                                                                                                                                                • Debenhams
                                                                                                                                                                                                  • …chief financial officer resigns
                                                                                                                                                                                                    • …demand discounts from suppliers
                                                                                                                                                                                                      • …posts disappointing interim management statement
                                                                                                                                                                                                        • Galeries Lafayette in talks to buy House of Fraser
                                                                                                                                                                                                          • House of Fraser
                                                                                                                                                                                                            • …records best ever Christmas results
                                                                                                                                                                                                              • …to appoint advisers for IPO
                                                                                                                                                                                                                • John Lewis
                                                                                                                                                                                                                  • …reports record sales figures
                                                                                                                                                                                                                    • …sees Christmas sales hit £734 million
                                                                                                                                                                                                                      • …posts pre-Christmas figures
                                                                                                                                                                                                                        • …sees strong Christmas and New Year sales growth
                                                                                                                                                                                                                          • …trials mobile point-of-sale
                                                                                                                                                                                                                            • Stacey Cartwright moves to Harvey Nichols
                                                                                                                                                                                                                              • DIY retailing
                                                                                                                                                                                                                                • Topps Tiles sees first quarter sales jump
                                                                                                                                                                                                                                  • Electrical retailing
                                                                                                                                                                                                                                    • Dixons Retail profits surge
                                                                                                                                                                                                                                      • Maplin opens airport store following strong Christmas trading
                                                                                                                                                                                                                                        • Furniture shops
                                                                                                                                                                                                                                          • CSL rebrands as Sofaworks
                                                                                                                                                                                                                                            • Music and video goods retailing
                                                                                                                                                                                                                                              • HMV to close Islington flagship
                                                                                                                                                                                                                                                • Carpet retailing
                                                                                                                                                                                                                                                  • Carpetright profits and sales fall in first-half
                                                                                                                                                                                                                                                    • Homewares retailing
                                                                                                                                                                                                                                                      • Dunelm TV campaign boosts Q2 sales
                                                                                                                                                                                                                                                        • Home shopping
                                                                                                                                                                                                                                                          • Betta Living unveils virtual store
                                                                                                                                                                                                                                                            • N Brown to open 20 new stores
                                                                                                                                                                                                                                                              • Shop Direct hires Sarah Curran
                                                                                                                                                                                                                                                                • Health and beauty retailing
                                                                                                                                                                                                                                                                  • Lush beats high-street Christmas slump
                                                                                                                                                                                                                                                                    • The Fragrance Shop launches TV marketing campaign
                                                                                                                                                                                                                                                                      • Book and stationery retailing
                                                                                                                                                                                                                                                                        • Foyles like-for-likes edge up
                                                                                                                                                                                                                                                                          • Golden goodbye for Kate Swann
                                                                                                                                                                                                                                                                            • The Works reports record breaking Christmas trading
                                                                                                                                                                                                                                                                              • Ryman Group reports strong Christmas
                                                                                                                                                                                                                                                                                • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                  • Adidas to cut independent accounts
                                                                                                                                                                                                                                                                                    • JD Sports records improvement in like-for-likes
                                                                                                                                                                                                                                                                                      • Sports Direct first-half profits soar
                                                                                                                                                                                                                                                                                        • Miscellaneous specialist retailing
                                                                                                                                                                                                                                                                                          • Mamas & Papas sees full year profits rise
                                                                                                                                                                                                                                                                                            • Mothercare issues profit warning
                                                                                                                                                                                                                                                                                              • Shopping centres
                                                                                                                                                                                                                                                                                                • Bluewater debuts midnight shopping
                                                                                                                                                                                                                                                                                                  • Economy
                                                                                                                                                                                                                                                                                                    • BRC
                                                                                                                                                                                                                                                                                                      • …footfall monitor shows decline
                                                                                                                                                                                                                                                                                                        • …sales monitor shows "respectable" Christmas trading
                                                                                                                                                                                                                                                                                                          • ONS: Positive November retail sales

                                                                                                                                                                                                                                                                                                          Companies Covered

                                                                                                                                                                                                                                                                                                          • 99p Stores Ltd
                                                                                                                                                                                                                                                                                                          • Adidas
                                                                                                                                                                                                                                                                                                          • Aldi
                                                                                                                                                                                                                                                                                                          • All Saints
                                                                                                                                                                                                                                                                                                          • Apple, Inc
                                                                                                                                                                                                                                                                                                          • Argos
                                                                                                                                                                                                                                                                                                          • Asda Group Ltd
                                                                                                                                                                                                                                                                                                          • Aurora fashions UK
                                                                                                                                                                                                                                                                                                          • Barratts Trading Ltd
                                                                                                                                                                                                                                                                                                          • Bluewater Shopping Centre
                                                                                                                                                                                                                                                                                                          • Boux Avenue
                                                                                                                                                                                                                                                                                                          • British Retail Consortium
                                                                                                                                                                                                                                                                                                          • Burberry Group Plc
                                                                                                                                                                                                                                                                                                          • Carpetright Plc
                                                                                                                                                                                                                                                                                                          • Carpetright UK
                                                                                                                                                                                                                                                                                                          • Channel 4
                                                                                                                                                                                                                                                                                                          • Chelsea FC Merchandising Ltd
                                                                                                                                                                                                                                                                                                          • Co-operative Group
                                                                                                                                                                                                                                                                                                          • Comet Group Ltd
                                                                                                                                                                                                                                                                                                          • Dixons Retail Plc
                                                                                                                                                                                                                                                                                                          • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                                          • EH Booth & Co Ltd
                                                                                                                                                                                                                                                                                                          • Farmfoods Ltd
                                                                                                                                                                                                                                                                                                          • Fat Face Ltd
                                                                                                                                                                                                                                                                                                          • Galeries Lafayette (Group)
                                                                                                                                                                                                                                                                                                          • Galeries Lafayette Department Stores
                                                                                                                                                                                                                                                                                                          • Gap Inc
                                                                                                                                                                                                                                                                                                          • Good Hair Day (GHD)
                                                                                                                                                                                                                                                                                                          • Google UK
                                                                                                                                                                                                                                                                                                          • Google, Inc.
                                                                                                                                                                                                                                                                                                          • Greggs Plc
                                                                                                                                                                                                                                                                                                          • H&M Hennes & Mauritz
                                                                                                                                                                                                                                                                                                          • HarperCollins Publishers Inc.
                                                                                                                                                                                                                                                                                                          • Harvey Nichols UK
                                                                                                                                                                                                                                                                                                          • Heston Blumenthal
                                                                                                                                                                                                                                                                                                          • HMV Retail Ltd
                                                                                                                                                                                                                                                                                                          • Holland & Barrett Retail Ltd
                                                                                                                                                                                                                                                                                                          • House of Fraser Plc
                                                                                                                                                                                                                                                                                                          • House of Fraser Total
                                                                                                                                                                                                                                                                                                          • HSBC Investments (UK) Limited
                                                                                                                                                                                                                                                                                                          • J. Sainsbury
                                                                                                                                                                                                                                                                                                          • JD Sports Fashion plc
                                                                                                                                                                                                                                                                                                          • Jigsaw
                                                                                                                                                                                                                                                                                                          • John Lewis Partnership
                                                                                                                                                                                                                                                                                                          • John Lewis Plc (department store)
                                                                                                                                                                                                                                                                                                          • Joules
                                                                                                                                                                                                                                                                                                          • Kantar Media
                                                                                                                                                                                                                                                                                                          • Karen Millen
                                                                                                                                                                                                                                                                                                          • Lazard & Co., Limited
                                                                                                                                                                                                                                                                                                          • Lidl (UK)
                                                                                                                                                                                                                                                                                                          • Lush Retail Ltd
                                                                                                                                                                                                                                                                                                          • Majestic Wine Warehouse Ltd
                                                                                                                                                                                                                                                                                                          • Mamas & Papas Ltd
                                                                                                                                                                                                                                                                                                          • Mamas & Papas Retail Ltd
                                                                                                                                                                                                                                                                                                          • Maplin Electronics Ltd
                                                                                                                                                                                                                                                                                                          • Marks & Spencer
                                                                                                                                                                                                                                                                                                          • Marks & Spencer (UK)
                                                                                                                                                                                                                                                                                                          • Marks & Spencer (UK) clothing
                                                                                                                                                                                                                                                                                                          • Moss Bros Group Plc
                                                                                                                                                                                                                                                                                                          • Mothercare Plc
                                                                                                                                                                                                                                                                                                          • My-Wardrobe
                                                                                                                                                                                                                                                                                                          • N Brown Group Plc
                                                                                                                                                                                                                                                                                                          • NatWest
                                                                                                                                                                                                                                                                                                          • Netto Foodstores Ltd
                                                                                                                                                                                                                                                                                                          • New Look Group Plc
                                                                                                                                                                                                                                                                                                          • Next Group
                                                                                                                                                                                                                                                                                                          • Nisa (fascia) incl. Loco
                                                                                                                                                                                                                                                                                                          • Office for National Statistics
                                                                                                                                                                                                                                                                                                          • Paul Smith Ltd
                                                                                                                                                                                                                                                                                                          • Pavers Ltd
                                                                                                                                                                                                                                                                                                          • Peacocks
                                                                                                                                                                                                                                                                                                          • Poundstretcher Ltd
                                                                                                                                                                                                                                                                                                          • PricewaterhouseCoopers
                                                                                                                                                                                                                                                                                                          • Printemps
                                                                                                                                                                                                                                                                                                          • Robert Dyas Holdings
                                                                                                                                                                                                                                                                                                          • Royal Bank of Scotland Group plc
                                                                                                                                                                                                                                                                                                          • Ryman Group Ltd
                                                                                                                                                                                                                                                                                                          • Ryman Ltd
                                                                                                                                                                                                                                                                                                          • Schuh (UK)
                                                                                                                                                                                                                                                                                                          • Shop Direct Group
                                                                                                                                                                                                                                                                                                          • Sports Direct Plc
                                                                                                                                                                                                                                                                                                          • Starbucks Corporation
                                                                                                                                                                                                                                                                                                          • SuperGroup Plc (Retail)
                                                                                                                                                                                                                                                                                                          • T.M.LEWIN
                                                                                                                                                                                                                                                                                                          • Tata Group
                                                                                                                                                                                                                                                                                                          • Ted Baker
                                                                                                                                                                                                                                                                                                          • Tesco (UK)
                                                                                                                                                                                                                                                                                                          • Tesco Express (UK)
                                                                                                                                                                                                                                                                                                          • Tesco Plc
                                                                                                                                                                                                                                                                                                          • The Edinburgh Woollen Mill Ltd
                                                                                                                                                                                                                                                                                                          • The Fragrance Shop
                                                                                                                                                                                                                                                                                                          • This Works
                                                                                                                                                                                                                                                                                                          • TJX International (TK Maxx Europe)
                                                                                                                                                                                                                                                                                                          • Topps Tiles (UK)
                                                                                                                                                                                                                                                                                                          • UBS Wealth Management UK Ltd
                                                                                                                                                                                                                                                                                                          • Victoria's Secret
                                                                                                                                                                                                                                                                                                          • W&G Foyle Ltd
                                                                                                                                                                                                                                                                                                          • Waitrose
                                                                                                                                                                                                                                                                                                          • WH Smith PLC
                                                                                                                                                                                                                                                                                                          • Whistles Ltd
                                                                                                                                                                                                                                                                                                          • Wm Morrison Supermarkets

                                                                                                                                                                                                                                                                                                          UK Retail Briefing - January 2014

                                                                                                                                                                                                                                                                                                          US $2,583.33 (Excl.Tax)