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 - July 2016

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

This review looks at:

  • Growth of online retailing
  • Relative performance of different retail sectors online
  • Online as a share of all retail
  • Relative performance of multi-channel retailers and online-only pureplays
  • The online shopping journey - how people shop online

We also include an Analyst Comment on the challenges of operating an online-only retailer.

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 problems of running a pureplay online retailer
      • What it does
        • Acquisitions
          • Worldstores record
            • Figure 1: Worldstores Ltd: Group financial performance, 2011/12-2014/15
          • Stocks
            • Deep pockets
              • Other pureplayers
                • Figure 2: Second rank internet pureplayers, sales and operating margins, 2012/13-2014/15
              • Stocks and profitability
                • What it means
                • Retail Sales – Background and Outlook

                  • Key points
                    • Retail sales
                      • Figure 3: Retail sales trends, 2015/16
                      • Figure 4: UK retail sales y/y growth, BRC vs ONS June 2014- June 2016
                    • Mintel’s financial confidence tracker
                      • Figure 5: Trends in consumer sentiment for the coming year, Jan 2015 – July 2016
                    • John Lewis
                      • Figure 6: John Lewis: Year-on-year Growth, 2015-16
                    • Inflation and wages
                      • Figure 7: Real wages growth: Wages growth vs inflation, 2010-16
                    • Inflation
                      • Figure 8: Annual percentage change in the consumer price index for selected product groups, 2015-16
                    • Looking forward
                    • Sector Focus – Online Retailing

                        • Online growth remains strong
                          • Figure 9: Annual % change in online retail sales (ex-fuel), non-seasonally adjusted, Jan 2015 – June 2016
                          • Figure 10: Annual % change in online sales of core retail categories, non-seasonally adjusted, Jan-Jun 2016
                        • Online continues to grow its share of all retail
                          • Figure 11: Online retailing as a percentage of all retailing (ex-fuel), non-seasonally adjusted, Jan 2015-June 2016
                        • Pureplays continue to gain share of the online market
                          • Figure 12: Store based and pureplayer share of all online sales, 2008-16
                        • How people shop online
                          • Figure 13: The online shopping journey, May 2016
                      • Headlines for the Month

                        • Convenience stores
                          • Grocers
                            • Other food specialists
                              • Clothing retailing
                                • Multi-sector retailing
                                  • Department stores
                                    • Electrical retailing
                                      • Furniture retailing
                                        • Sports and leisure goods retailing
                                          • Economy
                                          • News Analysis – Food and Drink

                                            • Convenience Stores
                                              • UK: Best-one trials value fascia to compete with the discounters
                                                • UK: Booker sales rise 10%
                                                  • UK: Convenience store numbers grow 21%
                                                    • UK: My Local
                                                      • …enters administration
                                                        • …hires KPMG to explore options
                                                          • …close to collapse
                                                            • UK: Nisa returns to profit
                                                              • UK: The Co-op acquires six stores from My Local
                                                                • Grocers
                                                                  • UK: 10p supermarket pop-up set to launch permanently
                                                                    • UK: Booths hosts beer ‘n’ BBQ night
                                                                      • UK: Grocery sales fall 0.2%
                                                                        • UK: Iceland sees like-for-likes slide but profits remain flat
                                                                          • UK: Morrisons opens Doddle concessions in store
                                                                            • UK: Ocado profits rise 5.7%
                                                                              • UK: Sainsbury's
                                                                                • …announces the closure of all Netto UK stores
                                                                                  • …finance chief John Rogers to take the reins at Home Retail
                                                                                    • …sends formal acquisition document to Home Retail
                                                                                      • …trials one hour delivery in Wandsworth
                                                                                        • UK: Tesco
                                                                                          • …confirms sale of Giraffe and Kipa
                                                                                            • …offloads Dobbies Garden Centres
                                                                                              • …to open pop-up wine bar in London
                                                                                                • UK: Waitrose to launch on British Corner Shop
                                                                                                  • UK: Walmart's Head of China to take the helm at Asda
                                                                                                    • Other food specialists
                                                                                                      • UK: Holland & Barrett profits rise 12.2%
                                                                                                        • UK: Majestic Wine group sales surge 41.3%
                                                                                                        • News Analysis - Non-food

                                                                                                          • Clothing retailing
                                                                                                            • UK: Bhs
                                                                                                              • …overseas business sold to Qataris
                                                                                                                • …to receive second offer from Mike Ashley
                                                                                                                  • UK: Bonmarche
                                                                                                                    • …confirms CEO start date
                                                                                                                      • …revenues up 5.3%
                                                                                                                        • UK: Bravissimo to open at Liverpool ONE
                                                                                                                          • UK: Cambridge Satchel Company reports a £5.4m loss
                                                                                                                            • UK: Forever 21 reviews UK store portfolio
                                                                                                                              • UK: Jack Wills investor looks to sell
                                                                                                                                • UK: Joules retail sales rise 11%
                                                                                                                                  • UK: Lipsy plots to become ‘new branded destination’
                                                                                                                                    • UK: Mint Velvet opens first shopping centre store
                                                                                                                                      • UK: Mr Porter expands with own-label launch
                                                                                                                                        • UK: Mulberry reports “significant progress”
                                                                                                                                          • UK: Oasis replatforms website
                                                                                                                                            • UK: Primark delivers 7% growth
                                                                                                                                              • UK: Reiss profits surge 52%
                                                                                                                                                • UK: Store Twenty One
                                                                                                                                                  • …'considering its options'
                                                                                                                                                    • …enters CVA
                                                                                                                                                      • UK: Superdry increases focus on sportswear
                                                                                                                                                        • UK: Ted Baker sales rise 11.3%
                                                                                                                                                          • UK: White Stuff chooses Germany for local language site
                                                                                                                                                            • UK: Zara reports 8% rise in UK sales
                                                                                                                                                              • Footwear and accessories retailing
                                                                                                                                                                • UK: Aspinal of London partners with Cunard
                                                                                                                                                                  • UK: Clarks profits tumble 65%
                                                                                                                                                                    • UK: Shoe Zone announces board reshuffle
                                                                                                                                                                      • UK: Shoon acquires foot clinic Shuropody
                                                                                                                                                                        • Multi-sector retailing
                                                                                                                                                                          • UK: Marks and Spencer general merchandise sales slide 8.9%
                                                                                                                                                                            • UK: Poundland like-for-like sales slip 3.9%
                                                                                                                                                                              • UK: Steinhoff
                                                                                                                                                                                • …reconsidering Poundland acquisition
                                                                                                                                                                                  • …sets its sights on Poundland
                                                                                                                                                                                    • …ups bid in Poundland
                                                                                                                                                                                      • UK: Wilko achieves 15% surge in profits
                                                                                                                                                                                        • Department stores
                                                                                                                                                                                          • UK: British Land sells Debenhams flagship
                                                                                                                                                                                            • UK: Debenhams’
                                                                                                                                                                                              • …like-for-like sales fall 0.2%
                                                                                                                                                                                                • …the front bidder for its Irish operations
                                                                                                                                                                                                  • UK: John Lewis
                                                                                                                                                                                                    • …rolls out visual search technology
                                                                                                                                                                                                      • …to launch luxury ready-to-wear label
                                                                                                                                                                                                        • UK: Selfridges takes ‘retail theatre’ to new heights
                                                                                                                                                                                                          • DIY retailing
                                                                                                                                                                                                            • UK: Topps Tiles like-for-like sales rise 6.2%
                                                                                                                                                                                                              • Electrical retailing
                                                                                                                                                                                                                • UK: Dixons Carphone like-for-like sales rise 5%
                                                                                                                                                                                                                  • Furniture retailing
                                                                                                                                                                                                                    • UK: Carpetright like-for-like sales up 2.8%
                                                                                                                                                                                                                      • UK: Dreams owner prepares for £400m sale
                                                                                                                                                                                                                        • Homewares retailing
                                                                                                                                                                                                                          • UK: Dunelm sales growth slows to 1.8%
                                                                                                                                                                                                                            • Home Shopping
                                                                                                                                                                                                                              • UK: Amazon
                                                                                                                                                                                                                                • …expands Dash offering and Fresh deliveries
                                                                                                                                                                                                                                  • …plows ahead with 1,000 new job roles
                                                                                                                                                                                                                                    • UK: Findel narrows losses in the year of Kitbag sale
                                                                                                                                                                                                                                      • UK: Gear4Music enjoys continued strong European sales
                                                                                                                                                                                                                                        • UK: Mr Porter expands with own-label launch
                                                                                                                                                                                                                                          • UK: N Brown revenues dip 0.2%
                                                                                                                                                                                                                                            • UK: Shop Direct
                                                                                                                                                                                                                                              • …deputy chief executive to depart
                                                                                                                                                                                                                                                • …working with TH_NK to update Very site
                                                                                                                                                                                                                                                  • Health & Beauty retailing
                                                                                                                                                                                                                                                    • UK: Sirin Labs opens Mayfair flagship store
                                                                                                                                                                                                                                                      • UK: Superdrug sales climb 5.4%
                                                                                                                                                                                                                                                        • Book and stationery retailing
                                                                                                                                                                                                                                                          • UK: Blackwell’s appoints new customer service director
                                                                                                                                                                                                                                                            • UK: Hobbycraft sales up
                                                                                                                                                                                                                                                              • Sports and Leisure Goods Retailing
                                                                                                                                                                                                                                                                • UK: JD Sports expects strong trading on the back of the Euros
                                                                                                                                                                                                                                                                  • UK: Sports Direct reports a ‘disappointing’ year
                                                                                                                                                                                                                                                                    • Garden Centres
                                                                                                                                                                                                                                                                      • UK: Dobbies new owners outline growth plans
                                                                                                                                                                                                                                                                        • Shopping locations
                                                                                                                                                                                                                                                                          • UK: Manchester Arndale plans £11 million redevelopment
                                                                                                                                                                                                                                                                            • Economy
                                                                                                                                                                                                                                                                              • UK: Food prices fall 0.8% in June
                                                                                                                                                                                                                                                                                • UK: Retail footfall rises 0.3% in May
                                                                                                                                                                                                                                                                                  • UK: Retail sales grow 3.4% in May

                                                                                                                                                                                                                                                                                  Companies Covered

                                                                                                                                                                                                                                                                                  • 99p Stores Ltd
                                                                                                                                                                                                                                                                                  • Aldi Stores Ltd (UK & Ireland)
                                                                                                                                                                                                                                                                                  • Amazon.co.uk
                                                                                                                                                                                                                                                                                  • Amazon.com Inc
                                                                                                                                                                                                                                                                                  • Argos
                                                                                                                                                                                                                                                                                  • Asda Group Ltd
                                                                                                                                                                                                                                                                                  • ASOS
                                                                                                                                                                                                                                                                                  • Bershka UK
                                                                                                                                                                                                                                                                                  • Bhs Ltd
                                                                                                                                                                                                                                                                                  • Blackwell UK Ltd
                                                                                                                                                                                                                                                                                  • Boohoo.com plc
                                                                                                                                                                                                                                                                                  • Booker Cash & Carry Limited
                                                                                                                                                                                                                                                                                  • Bravissimo Ltd
                                                                                                                                                                                                                                                                                  • British Retail Consortium
                                                                                                                                                                                                                                                                                  • C&J Clark Group
                                                                                                                                                                                                                                                                                  • Co-operative Group
                                                                                                                                                                                                                                                                                  • Costcutter Supermarkets Group
                                                                                                                                                                                                                                                                                  • Cunard Line
                                                                                                                                                                                                                                                                                  • Darty Group
                                                                                                                                                                                                                                                                                  • Dixons Carphone
                                                                                                                                                                                                                                                                                  • Dobbies Garden Centres plc
                                                                                                                                                                                                                                                                                  • Dreams (Dreams Topco Ltd)
                                                                                                                                                                                                                                                                                  • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                  • EH Booth & Co Ltd
                                                                                                                                                                                                                                                                                  • Express Gifts
                                                                                                                                                                                                                                                                                  • Findel plc
                                                                                                                                                                                                                                                                                  • Fnac
                                                                                                                                                                                                                                                                                  • Forever 21 Inc.
                                                                                                                                                                                                                                                                                  • Gear4Music
                                                                                                                                                                                                                                                                                  • Groupon, Inc.
                                                                                                                                                                                                                                                                                  • Grupo Inditex
                                                                                                                                                                                                                                                                                  • H&M Hennes & Mauritz
                                                                                                                                                                                                                                                                                  • Harrods Group Total
                                                                                                                                                                                                                                                                                  • HobbyCraft Group Ltd
                                                                                                                                                                                                                                                                                  • Holland & Barrett Retail Ltd
                                                                                                                                                                                                                                                                                  • Home Retail Group
                                                                                                                                                                                                                                                                                  • JD Sports Fashion plc
                                                                                                                                                                                                                                                                                  • John Lewis Partnership
                                                                                                                                                                                                                                                                                  • John Lewis Plc (department store)
                                                                                                                                                                                                                                                                                  • Joules
                                                                                                                                                                                                                                                                                  • Kitbag
                                                                                                                                                                                                                                                                                  • Lipsy
                                                                                                                                                                                                                                                                                  • Londis (Holdings) Ltd - retail sales
                                                                                                                                                                                                                                                                                  • Mace Group, Inc
                                                                                                                                                                                                                                                                                  • Macy's, Inc.
                                                                                                                                                                                                                                                                                  • Majestic Wine Group PLC
                                                                                                                                                                                                                                                                                  • Marks & Spencer
                                                                                                                                                                                                                                                                                  • Mulberry Group
                                                                                                                                                                                                                                                                                  • N Brown Group Plc
                                                                                                                                                                                                                                                                                  • Naked Wines UK
                                                                                                                                                                                                                                                                                  • Net-A-Porter Ltd
                                                                                                                                                                                                                                                                                  • Netto Foodstores Ltd
                                                                                                                                                                                                                                                                                  • Next Group
                                                                                                                                                                                                                                                                                  • Nisa
                                                                                                                                                                                                                                                                                  • Poundland Ltd
                                                                                                                                                                                                                                                                                  • Premier
                                                                                                                                                                                                                                                                                  • Pull & Bear UK
                                                                                                                                                                                                                                                                                  • Reiss Ltd
                                                                                                                                                                                                                                                                                  • Sainsbury's Local
                                                                                                                                                                                                                                                                                  • Schwarz Group
                                                                                                                                                                                                                                                                                  • Selfridges Group
                                                                                                                                                                                                                                                                                  • Shoon Limited
                                                                                                                                                                                                                                                                                  • Shop Direct Group
                                                                                                                                                                                                                                                                                  • Spar UK Ltd
                                                                                                                                                                                                                                                                                  • Sports Direct Plc
                                                                                                                                                                                                                                                                                  • Steinhoff Continental Europe
                                                                                                                                                                                                                                                                                  • Steinhoff UK
                                                                                                                                                                                                                                                                                  • Superdrug Stores Plc
                                                                                                                                                                                                                                                                                  • SuperGroup Plc
                                                                                                                                                                                                                                                                                  • Ted Baker
                                                                                                                                                                                                                                                                                  • Tesco (UK)
                                                                                                                                                                                                                                                                                  • Tesco Plc
                                                                                                                                                                                                                                                                                  • The British Land Company Plc
                                                                                                                                                                                                                                                                                  • The Cambridge Satchel Company
                                                                                                                                                                                                                                                                                  • The Carphone Warehouse Ltd
                                                                                                                                                                                                                                                                                  • The Co-operative Food
                                                                                                                                                                                                                                                                                  • Topps Tiles
                                                                                                                                                                                                                                                                                  • Waitrose
                                                                                                                                                                                                                                                                                  • Walmart Stores (USA)
                                                                                                                                                                                                                                                                                  • Warehouse Ltd
                                                                                                                                                                                                                                                                                  • White Stuff Ltd
                                                                                                                                                                                                                                                                                  • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                                  • Yoox
                                                                                                                                                                                                                                                                                  • Zalando

                                                                                                                                                                                                                                                                                  UK Retail Briefing - July 2016

                                                                                                                                                                                                                                                                                  US $380.17 (Excl.Tax)