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UK Retail Briefing - October 2011

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

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Table of contents

  1. Analyst Comment

    • Time to put Clubcard out to grass
      • Clubcard
        • Loyalty
          • The “£500m campaign” – the big price drop
            • The end of Clubcard?
              • The limits of growth
              • Headlines for the Month

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

                                              • Key points
                                                • Retail sales trends
                                                  • Figure 1: Retail sales trends, 2010-11
                                                • First indication for September
                                                  • Figure 2: UK retail sales y/y growth, BRC vs ONS, 2010-11
                                                • John Lewis
                                                  • Figure 3: John Lewis: Year-on-year growth, 2010-11
                                                • Inflation and wages
                                                  • Figure 4: RPI vs Average weekly earnings growth, 2008-11
                                                • Inflation remains uncomfortably high
                                                  • Figure 5: Annual percentage change in the Consumer Price Index for selected product groups, 2010-11
                                                • Looking forward
                                                • Sector Focus – Mixed Goods/Department Stores

                                                    • Sector relatives
                                                      • Figure 6: Mixed goods retailers’ share of all retail sales, 2006-10
                                                    • Retail sales data
                                                      • Figure 7: Mixed goods retailers, sales trends, 2006-11
                                                      • Figure 8: Retail sales: Annual % change, Sep 2010-Aug 2011
                                                    • Mintel’s tracker survey
                                                      • Figure 9: Mintel Tracker Survey extracts: Agreement with statements, Sep 2010-Aug 2011
                                                    • Consumer prices inflation
                                                      • Figure 10: Consumer prices inflation for selected categories, Sep 2010-Aug 2011
                                                    • Consumer expenditure
                                                      • Figure 11: Consumer expenditure on selected product categories, 2006-10
                                                      • Figure 12: Annual % change in consumer spending, selected categories, Q3 2010-Q2 2011
                                                    • Leading retailers
                                                        • Figure 13: Mixed goods retailers: Leading operators, 2010/11
                                                    • News Analysis

                                                      • Grocers
                                                        • Aldi losses rise after store disposals
                                                          • Asda
                                                            • …prepares backing for bid for Iceland stores
                                                              • …reports profits rise
                                                                • Budgens confirms plan to price match Tesco
                                                                  • Co-op food boss steps down
                                                                    • Costcutter modernises with new store fascias
                                                                      • Iceland
                                                                        • …auction hits setback
                                                                          • …chief in talks with Blackstone over bid
                                                                            • Morrisons and Sainsbury's market share up
                                                                              • Morrisons
                                                                                • …now considering Garden Centre Group
                                                                                  • …to introduce M Kitchen as part of own brand relaunch
                                                                                    • Sainsbury's
                                                                                      • …introduces "Live Well For Less" strapline
                                                                                        • …to extend Brand Match across UK
                                                                                          • …warns of competitive market remaining
                                                                                            • Tesco
                                                                                              • …eyes Garden Centre Group as clothing boss exits
                                                                                                • …reports "subdued" UK growth
                                                                                                  • …to invest £500m in price cuts
                                                                                                    • …rivals up their ante
                                                                                                      • …rolls out online shopping to Poland and the Czech Republic
                                                                                                        • …to open online clothing delivery to international markets
                                                                                                          • Waitrose
                                                                                                            • …launches 'biggest ever' value campaign
                                                                                                              • …to trial convenience stores at Shell petrol stations
                                                                                                                • …unveils dark store in Acton
                                                                                                                  • Food specialists
                                                                                                                    • Greggs reports rising sales
                                                                                                                      • Thorntons reports sales fall
                                                                                                                        • Clothing retailing
                                                                                                                          • Agent Provocateur back into the black
                                                                                                                            • Alexon
                                                                                                                              • …pushes ahead with sale process
                                                                                                                                • …acquired by Sun European in prepack deal
                                                                                                                                  • Bimba & Lola to make UK debut in Westfield London
                                                                                                                                    • French Connection profits rise; eyes overseas growth
                                                                                                                                      • Jacques Vert sees sales rise but September trading weakens
                                                                                                                                        • Karen Millen to expand in China
                                                                                                                                          • M&Co posts profit increase
                                                                                                                                            • McArthurGlen reports 66% sales rise
                                                                                                                                              • Moss Bros returns to profit
                                                                                                                                                • New Look
                                                                                                                                                  • …sees m-commerce sales rise
                                                                                                                                                    • …to launch click-and-collect service into 600 stores
                                                                                                                                                      • …to sell external brands online
                                                                                                                                                        • Next signals end of price inflation as profits rise
                                                                                                                                                          • Officers Club to help Blue Inc to record growth again
                                                                                                                                                            • River Island hit by young consumers' low confidence
                                                                                                                                                              • SuperGroup issues profit warning
                                                                                                                                                                • Ted Baker
                                                                                                                                                                  • …launches click-and-collect
                                                                                                                                                                    • …profits up 12.7%
                                                                                                                                                                      • Whistles back in the black
                                                                                                                                                                        • White Stuff to launch in Denmark
                                                                                                                                                                          • Multi-sector retailing
                                                                                                                                                                            • Marks & Spencer
                                                                                                                                                                              • …asks suppliers for contribution to store overhaul
                                                                                                                                                                                • …launches click and collect dining
                                                                                                                                                                                  • …to invest £600m in store revamp plans
                                                                                                                                                                                    • Laura Ashley to extend gifts category
                                                                                                                                                                                      • Home Retail sales continue to fall
                                                                                                                                                                                        • Miscellaneous specialists
                                                                                                                                                                                          • Halfords retail sales drop
                                                                                                                                                                                            • Mothercare like-for-likes fall rapidly
                                                                                                                                                                                              • Past Times moves back into loss
                                                                                                                                                                                                • Carpetright boss makes assault on beds market
                                                                                                                                                                                                  • Mixed-goods retailing
                                                                                                                                                                                                    • Argos will not close stores despite pressure
                                                                                                                                                                                                      • Hub Retail collapses
                                                                                                                                                                                                        • Poundland-owner eyes Nordic counterpart
                                                                                                                                                                                                          • Poundworld to launch smaller format store
                                                                                                                                                                                                            • Department stores
                                                                                                                                                                                                              • Debenhams
                                                                                                                                                                                                                • …and Sun European in race for Alexon
                                                                                                                                                                                                                  • …optimistic after strong final quarter
                                                                                                                                                                                                                    • …retail director Palmer exits
                                                                                                                                                                                                                      • Fenwick reports pre-tax profit rise
                                                                                                                                                                                                                        • House of Fraser sees positive first half profits but warns of slowdown
                                                                                                                                                                                                                          • John Lewis reports sharp fall in operating profit
                                                                                                                                                                                                                            • DIY retailing
                                                                                                                                                                                                                              • B&Q launches mobile site
                                                                                                                                                                                                                                • Homebase
                                                                                                                                                                                                                                  • …launches painting and decorating service
                                                                                                                                                                                                                                    • …launches social media offering
                                                                                                                                                                                                                                      • Kingfisher first half profits up
                                                                                                                                                                                                                                        • Wickes cuts out stores as web takes off
                                                                                                                                                                                                                                          • Electricals retailing
                                                                                                                                                                                                                                            • Comet like-for-likes plummet
                                                                                                                                                                                                                                              • Google store opens in London
                                                                                                                                                                                                                                                • Kesa considers keeping Comet pension scheme
                                                                                                                                                                                                                                                  • Sony Centres up for sale as owner goes bust
                                                                                                                                                                                                                                                    • Music and video goods retailing
                                                                                                                                                                                                                                                      • Game Group
                                                                                                                                                                                                                                                        • …reports widening losses
                                                                                                                                                                                                                                                          • …signs digital deal with OnLive
                                                                                                                                                                                                                                                            • HMV plans for further pop-ups over Christmas
                                                                                                                                                                                                                                                              • Furniture retailing
                                                                                                                                                                                                                                                                • Dunelm
                                                                                                                                                                                                                                                                  • …like-for-likes fall 2%
                                                                                                                                                                                                                                                                    • …profits rise 9%
                                                                                                                                                                                                                                                                      • IKEA to focus on bedroom furniture
                                                                                                                                                                                                                                                                        • Lakeland profits rise but warns of "miserable" 2011
                                                                                                                                                                                                                                                                          • The Range rolls out new stores
                                                                                                                                                                                                                                                                            • Home shopping
                                                                                                                                                                                                                                                                              • Amazon installs collection lockers in office blocks
                                                                                                                                                                                                                                                                                • Asos
                                                                                                                                                                                                                                                                                  • …moves into Australian market
                                                                                                                                                                                                                                                                                    • …to launch shopping app
                                                                                                                                                                                                                                                                                      • Boden profits up 13% in 2010
                                                                                                                                                                                                                                                                                        • BrandAlley reports rising sales
                                                                                                                                                                                                                                                                                          • BuyaPowa set up by former HMV director
                                                                                                                                                                                                                                                                                            • eBay to launch fashion campaign
                                                                                                                                                                                                                                                                                              • Flying Brands to sell property to pay debt
                                                                                                                                                                                                                                                                                                • Kiddicare eyes international expansion
                                                                                                                                                                                                                                                                                                  • MyDeco.com gets backing of Groupon investor
                                                                                                                                                                                                                                                                                                    • Ocado sales up 19.5% but margins could be lower
                                                                                                                                                                                                                                                                                                      • Play.com to be bought by Japanese investor for £25m
                                                                                                                                                                                                                                                                                                        • Wiggle
                                                                                                                                                                                                                                                                                                          • …attracts private equity interest as it prepares for sale or float
                                                                                                                                                                                                                                                                                                            • …heading towards sale or float
                                                                                                                                                                                                                                                                                                              • Health and beauty retailing
                                                                                                                                                                                                                                                                                                                • Holland & Barrett roll out loyalty card
                                                                                                                                                                                                                                                                                                                  • Book and stationery retailing
                                                                                                                                                                                                                                                                                                                    • Foyles to shut One New Change store
                                                                                                                                                                                                                                                                                                                      • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                        • Escada Sport plans expansion in UK
                                                                                                                                                                                                                                                                                                                          • JD Sports reports strong profit despite riots
                                                                                                                                                                                                                                                                                                                            • Patagonia opens London flagship
                                                                                                                                                                                                                                                                                                                              • Jewellers and pawnbrokers
                                                                                                                                                                                                                                                                                                                                • Albemarle & Bond reports profit rise
                                                                                                                                                                                                                                                                                                                                  • F Hinds profits fall
                                                                                                                                                                                                                                                                                                                                    • Links of London hires David Riddiford
                                                                                                                                                                                                                                                                                                                                      • Theo Fennell sales up
                                                                                                                                                                                                                                                                                                                                        • Garden centres
                                                                                                                                                                                                                                                                                                                                          • Garden Centre Group sales rise as suitors circle
                                                                                                                                                                                                                                                                                                                                            • Toys and games retailing
                                                                                                                                                                                                                                                                                                                                              • The Entertainer profits fall after investment
                                                                                                                                                                                                                                                                                                                                                • Economy
                                                                                                                                                                                                                                                                                                                                                  • Asda Income Tracker: Record squeeze on family spending in August
                                                                                                                                                                                                                                                                                                                                                    • CPI annual inflation 4.5% in August
                                                                                                                                                                                                                                                                                                                                                      • ONS: Retail sales by value up 4.7% in August
                                                                                                                                                                                                                                                                                                                                                        • Shop price inflation remains stable in September
                                                                                                                                                                                                                                                                                                                                                          • Westfield Stratford City
                                                                                                                                                                                                                                                                                                                                                            • …attracts more visitors than expected on first day
                                                                                                                                                                                                                                                                                                                                                              • …opens

                                                                                                                                                                                                                                                                                                                                                              UK Retail Briefing - October 2011

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