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 2016

This review looks at:
  • Sainsbury's potential purchase of Argos
  • The recent trading update from M&S.Monthly Retail sales trends, 2014-15
  • Real wages growth vs inflation 2010-2015
  • Food retailers Christmas performance, 2015
  • Annual percentage change in the price of food and non-alcoholic beverages and alcoholic beverages and tobacco, Jan 2014- Dec 2015
  • Retail sales: Annual % change in value and sales in food stores, by operation, Dec 2014-Dec 2015
  • Online retail sales: Annual % change in the value of online sales through food stores, Jan 2015-Dec 2015
  • News analysis - December 2015 - January 2016

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 Comments

      • Sainsbury’s and Home Retail
        • Big deals – Bad news
          • Argos’ trading style
            • Misfit
              • Marks & Spencer – Mixed fortunes
                • Great performance in food
                  • Problems in general merchandise
                    • Figure 1: M&S – Share of spending on clothing and footwear, 2010-15
                  • Successor
                    • Challenges
                      • An opportunity with younger customers
                      • Retail Sales – Background and Outlook

                        • Key points
                          • Retail sales
                            • Figure 2: Retail sales trends, 2014/15
                            • Figure 3: UK retail sales y/y growth, BRC vs ONS, 2013-15
                          • John Lewis
                            • Figure 4: John Lewis: Year-on-year growth, 2014-15
                          • Inflation and wages
                            • Figure 5: Real wages growth: Wages growth vs inflation, 2010-15
                          • Inflation
                            • Figure 6: Annual percentage change in the consumer price index for selected product groups, 2014-15
                          • Looking forward
                          • Sector Focus – Food Retailing

                              • Retail sales performance: Christmas
                                • Figure 7: Retail sales: Annual % change in value and volume sales in all food stores, non-seasonally adjusted, Jan 2014-Dec 2015
                              • Prices: A bargain Christmas
                                • Figure 8: Annual percentage change in the price of food and non-alcoholic beverages and alcoholic beverages and tobacco, Jan 2014-Dec 2015
                              • A good month for specialists
                                • Figure 9: Retail sales: Annual % change in value and sales in food stores, by operation, Dec 2014-Dec 2015
                              • Online
                                • Figure 10: Online retail sales: Annual % change in the value of online sales through food stores, Jan 2015-Dec 2015
                              • So how have the grocers performed?
                                • Figure 11: Food retailers: Christmas performance, 2015
                              • Where next?
                              • Headlines for the Month

                                • Grocers
                                  • Other food and drink specialists
                                    • Clothing retailers
                                      • Multi-sector retailing
                                        • Department stores
                                          • Electricals retailing
                                            • Sports and leisure goods retailing
                                              • Economy
                                              • News Analysis – Food and Drink

                                                • UK: Mintel's Christmas message
                                                  • And 2016?
                                                    • And then?
                                                      • Convenience stores
                                                        • UK: Spar grows store estate by 8% in six months
                                                          • Grocers
                                                            • UK: Aldi to open 80 new stores in 2016
                                                              • UK: Asda introduces ‘Go-Getters for Forgetters’
                                                                • UK: Booth reports strong growth in Christmas orders
                                                                  • UK: Sainsbury's
                                                                    • …grows ahead of the grocery market
                                                                      • …makes bid for Home Retail Group
                                                                        • UK: Tesco
                                                                          • …to introduce charge for small click-and-collect orders
                                                                            • …to offer dog pampering in larger stores
                                                                              • UK: Waitrose plans 14 new supermarkets in 2016
                                                                                • Other food and drink specialists
                                                                                  • UK: Majestic Wine sees sales grow 12.2% during the Christmas period
                                                                                    • UK: Berry Bros & Rudd sees losses double
                                                                                    • News Analysis – Non-food

                                                                                      • Clothing retailing
                                                                                        • UK: Arcadia continues to roll out Outfit fascia
                                                                                          • UK: Barbour reduces core range
                                                                                            • UK: Blue Inc to close a quarter of its shops
                                                                                              • UK: Bonmarché announces Beth Butterwick departure
                                                                                                • UK: Boux Avenue delivers strong growth for Theo Paphitis Retail Group
                                                                                                  • UK: Burberry
                                                                                                    • …celebrates the Lunar New Year on WeChat
                                                                                                      • …releases interactive 3D scarf advert
                                                                                                        • UK: Jaegar owner halts sale
                                                                                                          • UK: Jigsaw reports a record-breaking Christmas
                                                                                                            • UK: Joules eyes IPO
                                                                                                              • UK: Kurt Geiger bought out by Cinven
                                                                                                                • UK: Mamas & Papas returns to profit
                                                                                                                  • UK: Mulberry grows revenues by 5% in the first half
                                                                                                                    • UK: Next sales increase just 0.4% prior to Christmas
                                                                                                                      • UK: River Island to introduce a plus-size range
                                                                                                                        • UK: SuperGroup revenues surge 22.3%
                                                                                                                          • UK: Ted Baker buys The Ugly Brown Building
                                                                                                                            • UK: Topshop partners with Appear Here to provide pop-up concessions
                                                                                                                              • Footwear retailing
                                                                                                                                • UK: Brantano’s new owners put the business under review
                                                                                                                                  • Multi-sector retailing
                                                                                                                                    • UK: Marks and Spencer
                                                                                                                                      • …opens first store in Beijing
                                                                                                                                        • …UK like-for-like sales fall 2.5%
                                                                                                                                          • UK: Poundland third quarter revenues grow 29.4%
                                                                                                                                            • Department stores
                                                                                                                                              • UK: BHS appoints chief financial officer
                                                                                                                                                • UK: Debenhams in talks with former Kingfisher boss
                                                                                                                                                  • UK: Harvey Nichols profits tumble 29.7%
                                                                                                                                                    • UK: House of Fraser reports rising Q3 sales
                                                                                                                                                      • UK: John Lewis
                                                                                                                                                        • …has a strong week for electricals
                                                                                                                                                          • …invests £500m in online business
                                                                                                                                                            • …sales grow 4.1% over the Christmas period
                                                                                                                                                              • UK: Selfridges launches Bright New Things campaign
                                                                                                                                                                • DIY retailing
                                                                                                                                                                  • UK: Topps Tiles Q1 sales rise 4.4%
                                                                                                                                                                    • Electrical retailing
                                                                                                                                                                      • UK: Dixons Carphone
                                                                                                                                                                        • …first-half sales up 5%
                                                                                                                                                                          • …to launch a tech emergency service
                                                                                                                                                                            • Carpet retailing
                                                                                                                                                                              • UK: Carpetright delivers “significant growth” in profits
                                                                                                                                                                                • Home shopping
                                                                                                                                                                                  • UK: Amazon to lease aircraft in a bid to launch air-delivery service
                                                                                                                                                                                    • UK: Atterley stops trading as it enters administration
                                                                                                                                                                                      • UK: Matalan Direct hires buying director
                                                                                                                                                                                        • UK: Moonpig innovates with augmented reality
                                                                                                                                                                                          • UK: Ocado reports double-digit Q4 growth
                                                                                                                                                                                            • UK: PrettyLittleThing full-year sales reach £30m
                                                                                                                                                                                              • Furniture retailing
                                                                                                                                                                                                • UK: Habitat adapts website for mobile shoppers
                                                                                                                                                                                                  • Health and beauty retailing
                                                                                                                                                                                                    • UK: Concerns raised over LloydsPharmacy’s bid for Sainsbury’s division
                                                                                                                                                                                                      • UK: Holland & Barrett
                                                                                                                                                                                                        • …eyes potential £1bn sale
                                                                                                                                                                                                          • …plans to double sales to £1bn
                                                                                                                                                                                                            • UK: The Fragrance Shop sales boosted by luxury brand demand
                                                                                                                                                                                                              • Sports and leisure goods retailing
                                                                                                                                                                                                                • UK: Sports Direct sales and profits up in the first half
                                                                                                                                                                                                                  • Music, video and game retailing
                                                                                                                                                                                                                    • UK: Foyles reports strong Christmas trading
                                                                                                                                                                                                                      • UK: Game’s sales fall 6.7% as demand for consoles declines
                                                                                                                                                                                                                        • Shopping locations
                                                                                                                                                                                                                          • UK: Birmingham Bullring owner eyes bid for Grand Central
                                                                                                                                                                                                                            • Jewellers
                                                                                                                                                                                                                              • UK: Signet Jewelers’ UK sales rise 4.9%
                                                                                                                                                                                                                                • Economy
                                                                                                                                                                                                                                  • UK: Retail sales rise 2.0% in November

                                                                                                                                                                                                                                  Companies Covered

                                                                                                                                                                                                                                  • 99p Stores Ltd
                                                                                                                                                                                                                                  • A Levy & Son Ltd
                                                                                                                                                                                                                                  • Aldi
                                                                                                                                                                                                                                  • Aldi Stores Ltd (UK & Ireland)
                                                                                                                                                                                                                                  • Amazon.com Inc
                                                                                                                                                                                                                                  • Arcadia Group
                                                                                                                                                                                                                                  • Argos
                                                                                                                                                                                                                                  • Asda Group Ltd
                                                                                                                                                                                                                                  • Berry Bros and Rudd Ltd
                                                                                                                                                                                                                                  • Bhs Ltd
                                                                                                                                                                                                                                  • Bonmarché
                                                                                                                                                                                                                                  • Boohoo.com plc
                                                                                                                                                                                                                                  • Boux Avenue
                                                                                                                                                                                                                                  • Brantano (Group)
                                                                                                                                                                                                                                  • Burberry (China)
                                                                                                                                                                                                                                  • Burberry Group Plc
                                                                                                                                                                                                                                  • Burton old
                                                                                                                                                                                                                                  • Carpetright Plc
                                                                                                                                                                                                                                  • Carpetright UK
                                                                                                                                                                                                                                  • Christian Dior
                                                                                                                                                                                                                                  • Cinven Ltd
                                                                                                                                                                                                                                  • Credit Suisse Group
                                                                                                                                                                                                                                  • Dixons Carphone
                                                                                                                                                                                                                                  • Dorothy Perkins old
                                                                                                                                                                                                                                  • DreamWorks Animation SKG Inc.
                                                                                                                                                                                                                                  • EH Booth & Co Ltd
                                                                                                                                                                                                                                  • Ernest Jones Ltd
                                                                                                                                                                                                                                  • Evans old
                                                                                                                                                                                                                                  • Fenwick Ltd
                                                                                                                                                                                                                                  • Game Retail Ltd
                                                                                                                                                                                                                                  • Gucci Group N.V.
                                                                                                                                                                                                                                  • H Samuel Ltd
                                                                                                                                                                                                                                  • Habitat
                                                                                                                                                                                                                                  • Hammerson
                                                                                                                                                                                                                                  • Harvey Nichols UK
                                                                                                                                                                                                                                  • Holland & Barrett Retail Ltd
                                                                                                                                                                                                                                  • Home Retail Group
                                                                                                                                                                                                                                  • House of Fraser Plc
                                                                                                                                                                                                                                  • House of Fraser Total
                                                                                                                                                                                                                                  • Jigsaw
                                                                                                                                                                                                                                  • John Lewis Partnership
                                                                                                                                                                                                                                  • John Lewis Plc (department store)
                                                                                                                                                                                                                                  • Jones Apparel Group
                                                                                                                                                                                                                                  • Jones Bootmaker
                                                                                                                                                                                                                                  • Joules
                                                                                                                                                                                                                                  • Kingfisher Group
                                                                                                                                                                                                                                  • Kurt Geiger Ltd
                                                                                                                                                                                                                                  • Liberty Retail Plc
                                                                                                                                                                                                                                  • Lidl (Germany)
                                                                                                                                                                                                                                  • Little Waitrose
                                                                                                                                                                                                                                  • Lloyds Pharmacy (UK)
                                                                                                                                                                                                                                  • Macintosh Retail Group
                                                                                                                                                                                                                                  • Majestic Wine Warehouse Ltd
                                                                                                                                                                                                                                  • Mamas & Papas Ltd
                                                                                                                                                                                                                                  • Mamas & Papas Retail Ltd
                                                                                                                                                                                                                                  • Marks & Spencer
                                                                                                                                                                                                                                  • Matalan Ltd
                                                                                                                                                                                                                                  • Miss Selfridge
                                                                                                                                                                                                                                  • Moonpig.com Limited
                                                                                                                                                                                                                                  • Mulberry Group
                                                                                                                                                                                                                                  • Naked Wines
                                                                                                                                                                                                                                  • NBTY (Europe)
                                                                                                                                                                                                                                  • Next Directory
                                                                                                                                                                                                                                  • Next Group
                                                                                                                                                                                                                                  • Next Retail
                                                                                                                                                                                                                                  • Ocado
                                                                                                                                                                                                                                  • Ocado Group plc
                                                                                                                                                                                                                                  • Office Holdings Ltd
                                                                                                                                                                                                                                  • Pets at Home Group Ltd
                                                                                                                                                                                                                                  • Poundland Ltd
                                                                                                                                                                                                                                  • PricewaterhouseCoopers
                                                                                                                                                                                                                                  • R Barbour & Sons Ltd
                                                                                                                                                                                                                                  • River Island Clothing Co Ltd
                                                                                                                                                                                                                                  • Robert Dyas Holdings
                                                                                                                                                                                                                                  • Royal Automobile Club
                                                                                                                                                                                                                                  • Ryman Ltd
                                                                                                                                                                                                                                  • Sainsbury's Local
                                                                                                                                                                                                                                  • Selfridges Group
                                                                                                                                                                                                                                  • Selfridges Retail Ltd
                                                                                                                                                                                                                                  • Signet Group
                                                                                                                                                                                                                                  • Spar UK Ltd
                                                                                                                                                                                                                                  • Sports Direct Plc
                                                                                                                                                                                                                                  • Spotify AB
                                                                                                                                                                                                                                  • SuperGroup Plc
                                                                                                                                                                                                                                  • Target (Coles Myer)
                                                                                                                                                                                                                                  • Ted Baker
                                                                                                                                                                                                                                  • Tesco (UK)
                                                                                                                                                                                                                                  • Tesco Plc
                                                                                                                                                                                                                                  • The Fragrance Shop
                                                                                                                                                                                                                                  • Topman old
                                                                                                                                                                                                                                  • Topps Tiles
                                                                                                                                                                                                                                  • Topshop old
                                                                                                                                                                                                                                  • Victoria Plumb
                                                                                                                                                                                                                                  • W&G Foyle Ltd
                                                                                                                                                                                                                                  • Waitrose
                                                                                                                                                                                                                                  • Wallis old
                                                                                                                                                                                                                                  • Wm Morrison Supermarkets

                                                                                                                                                                                                                                  UK Retail Briefing - January 2016

                                                                                                                                                                                                                                  US $380.17 (Excl.Tax)