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UK Retail Briefing - October 2017

This month's UKRetailbriefing includes:

  • An Analyst comment on the recent EE flagship format.
  • On overview of the latest UKRetail sales
  • Sector Focus - Electrical Retailing - UK.
  • Highlights of the latest UKRetail trend observations
  • Monthly UKretail news headlines and analysis

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Table of contents

  1. Analyst Comment – EE rolls out a new format

      • Range of outlets
        • Showcase stores
          • Innovations – The stores
            • Innovations – Display
              • Innovations – Service
                • What should a mobile phone shop really be doing?
                  • But is that enough?
                    • Where next?
                    • Retail Sales

                      • Key points
                        • Retail sales
                          • Figure 1: Retail sales trends, 2016/17
                          • Figure 2: UK retail sales y/y growth, BRC vs ONS, Jul 2015- Jul 2017
                        • John Lewis
                          • Figure 3: John Lewis: Year-on-year growth, Aug 2016- Aug 2017
                        • Rising inflation
                          • Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
                        • Inflation and wages
                          • Figure 5: Real wages growth: Wages growth vs inflation, 2014-17
                        • Confidence
                          • Figure 6: Mintel confidence tracker, current financial situation and situation compared to one year earlier, Jan 2014- Aug 17
                        • Looking forward
                        • Innovation and Launch Activity

                          • John Lewis to launch tradesman service
                            • Asos launches own-brand beauty range
                              • Dixons Travel opens store on cruise ship
                                • Sainsbury’s pilots check-out-free store
                                  • Marks & Spencer trial one-hour delivery
                                    • Costcutter trials fingerprint payment system
                                    • Sector Focus – Electrical Goods Retailing

                                        • Consumer spending on electrical goods rises
                                          • Figure 7: Annual % change in consumer spending on all electrical products (Incl VAT) Q1 2015 – Q2 2017
                                          • Figure 8: Annual % change in consumer spending on core electrical goods categories (Incl VAT), Q1 2015 – Q2 2017
                                        • Specialist sector sales
                                          • Figure 9: Annual change in the value of retail sales in core electrical categories, non-seasonally adjusted, Jan 2015-Sep 2017
                                        • Consumer price inflation increases
                                          • Figure 10: Annual % change in the price of electrical goods categories, April 2016-September 2017
                                        • Black Friday
                                            • Figure 11: Reasons for buying and behaviour during Black Friday 2016, December 2016
                                        • Headlines for the Month

                                          • Co-ops
                                            • Convenience stores
                                              • Grocers
                                                • Other food and drink specialists
                                                  • Clothing retailing
                                                    • Footwear retailing
                                                      • Multi-sector retailing
                                                        • Department stores
                                                          • Furniture retailing
                                                          • News Analysis – Food and Drink

                                                            • Co-ops
                                                              • UK: Co-op Food
                                                                • …increases sales and operating profit
                                                                  • …teams up with parkrun charity
                                                                    • Convenience stores
                                                                      • UK: Costcutter trials fingerprint payment system
                                                                        • UK: Nisa
                                                                          • …CEO steps down
                                                                            • …reports strong growth and acquires interim CEO
                                                                              • UK: Palmer and Harvey in trouble
                                                                                • UK: Wholesalers call for Tesco/Booker deal to be stopped
                                                                                  • Grocers
                                                                                    • UK: Aldi
                                                                                      • …accelerates fresh food on-the-go rollout
                                                                                        • …sales rise in 2016
                                                                                          • UK: Morrisons
                                                                                            • …profits rise
                                                                                              • …launches value vegetable box
                                                                                                • UK: Sainsbury’s
                                                                                                  • …launches suit range
                                                                                                    • …launches women's occasionwear
                                                                                                      • …pilots check-out-free store
                                                                                                        • UK: Tesco profits surge
                                                                                                          • UK: Waitrose extends meal box trial
                                                                                                            • Other food and drink specialists
                                                                                                              • UK: Greggs new product range boost sales
                                                                                                                • UK: Hotel Chocolat
                                                                                                                  • …launches new subscription service
                                                                                                                    • …profit and sales climb
                                                                                                                      • UK: Majestic Wine
                                                                                                                        • …appoints new non-executive director
                                                                                                                          • …overhauls website
                                                                                                                          • News Analysis - Clothing and Footwear

                                                                                                                            • UK: Alex and Ani open debut UK store
                                                                                                                              • UK: Chairman of Jack Wills leaves after a year in post
                                                                                                                                • UK: Colette to open first UK store
                                                                                                                                  • UK: French Connection operating loss falls
                                                                                                                                    • UK: Hill & Friends opens physical store
                                                                                                                                      • UK: Matalan sales rise in Q2
                                                                                                                                        • UK: Missguided launches partner label Mennace
                                                                                                                                          • UK: Moss Bros sees half year sales and profits rise
                                                                                                                                            • UK: New Look backtracks on chief creative officer appointment
                                                                                                                                              • UK: Next sees sales and profits fall in first half year
                                                                                                                                                • UK: Primark sales expected to be better than previous year
                                                                                                                                                  • UK: River Island sales rise whilst profits fall
                                                                                                                                                    • UK: Sweaty Betty reports strong 2016 sales
                                                                                                                                                      • UK: Ted Baker retail sales grow
                                                                                                                                                        • UK: TJX UK reports fall in profit
                                                                                                                                                          • UK: Kurt Geiger sales soar
                                                                                                                                                          • News Analysis - Multi-Sector

                                                                                                                                                            • UK: Halfords takes new CEO from Dixons Carphone
                                                                                                                                                              • UK: Marks & Spencer trial one-hour delivery
                                                                                                                                                                • UK: Mothercare appoints new CFO
                                                                                                                                                                  • Department stores
                                                                                                                                                                    • UK: Debenhams takes stake in on-demand beauty services company Blow
                                                                                                                                                                      • UK: House of Fraser sales fall
                                                                                                                                                                        • UK: John Lewis
                                                                                                                                                                          • …profits decrease whilst sales rise
                                                                                                                                                                            • …confirms in-store sleepover experience
                                                                                                                                                                              • UK: Selfridges makes shopping bags from coffee cups
                                                                                                                                                                              • News Analysis – Home and Household Goods

                                                                                                                                                                                • UK: Kingfisher sales and profits rise during transformation
                                                                                                                                                                                  • UK: Topps Tiles sales fall
                                                                                                                                                                                    • Electrical retailing
                                                                                                                                                                                      • UK: BrightHouse up for sale
                                                                                                                                                                                        • UK: Dixons Travel opens store on cruise ship
                                                                                                                                                                                          • UK: Microsoft to open first UK store
                                                                                                                                                                                            • Furniture retailing
                                                                                                                                                                                              • UK: Barker & Stonehouse sales and profits remain steady
                                                                                                                                                                                                • UK: DFS profits down in a challenging environment
                                                                                                                                                                                                  • UK: Dreams sales and profits rise for 2016
                                                                                                                                                                                                    • UK: Dunelm sees sales rise but profits fall
                                                                                                                                                                                                      • UK: Habitat launches click-and-collect service
                                                                                                                                                                                                        • UK: IKEA acquires TaskRabbit
                                                                                                                                                                                                          • UK: ScS sales and profits up for 2017
                                                                                                                                                                                                          • News Analysis – Online Retailing

                                                                                                                                                                                                            • UK: Amazon
                                                                                                                                                                                                              • …reportedly to bid for Premier League
                                                                                                                                                                                                                • …trials one hour delivery for London Fashion Week
                                                                                                                                                                                                                  • UK: Boohoo
                                                                                                                                                                                                                    • …launches own-brand beauty range
                                                                                                                                                                                                                      • …sales and profits soar
                                                                                                                                                                                                                        • UK: Shop Direct
                                                                                                                                                                                                                          • …CEO steps down after five years
                                                                                                                                                                                                                            • …profit rises thanks to mobile shopping
                                                                                                                                                                                                                              • UK: eBay to launch click-and-collect partnership with Doddle
                                                                                                                                                                                                                                • UK: Eve Sleep reports dramatic rise in sales
                                                                                                                                                                                                                                  • UK: Five Boys Clothing opens pop up shop
                                                                                                                                                                                                                                    • UK: Made.com
                                                                                                                                                                                                                                      • …sales reach £91m
                                                                                                                                                                                                                                        • …crowdsourcing its next furniture designs
                                                                                                                                                                                                                                          • UK: Net-a-Porter to launch AI clothes picking service
                                                                                                                                                                                                                                            • UK: Ocado revenue increases in Q3
                                                                                                                                                                                                                                              • UK: The Hut Group acquires Illamasqua
                                                                                                                                                                                                                                                • UK: Wiggle losses increase whilst sales increase
                                                                                                                                                                                                                                                • News Analysis – Other Retail

                                                                                                                                                                                                                                                  • Book and stationery retailing
                                                                                                                                                                                                                                                    • UK: Card Factory sales rise whilst profits fall
                                                                                                                                                                                                                                                      • UK: Smiggle targets Europe for expansion
                                                                                                                                                                                                                                                        • Sports and leisure goods retailing
                                                                                                                                                                                                                                                          • UK: JD Sports Fashion
                                                                                                                                                                                                                                                            • …agrees to conditional combination with Sports Zone
                                                                                                                                                                                                                                                              • …reports strong performance in the first half of 2017
                                                                                                                                                                                                                                                                • UK: Sports Direct closes nearly half of Debenhams concessions
                                                                                                                                                                                                                                                                  • Garden centres
                                                                                                                                                                                                                                                                    • UK: Wyevale Garden Centres launches new strategy following fall in profit
                                                                                                                                                                                                                                                                      • Toys and games retailing
                                                                                                                                                                                                                                                                        • UK: Hobbycraft CEO steps down after eight weeks
                                                                                                                                                                                                                                                                          • UK: The Entertainer posts solid sales in the first half of 2017
                                                                                                                                                                                                                                                                          • News Analysis – Economy

                                                                                                                                                                                                                                                                            • UK: ONS
                                                                                                                                                                                                                                                                              • …inflation rate climbs to five-year high
                                                                                                                                                                                                                                                                                • …a good August for retail sales
                                                                                                                                                                                                                                                                                  • UK: British Retail Consortium and KPMG
                                                                                                                                                                                                                                                                                    • …September retail sales growth driven by clothes and food
                                                                                                                                                                                                                                                                                      • …Shop prices on the brink of inflation

                                                                                                                                                                                                                                                                                      Companies Covered

                                                                                                                                                                                                                                                                                      • After I Do, LLC
                                                                                                                                                                                                                                                                                      • Aldi
                                                                                                                                                                                                                                                                                      • Aldi Stores Ltd (UK & Ireland)
                                                                                                                                                                                                                                                                                      • Amazon UK
                                                                                                                                                                                                                                                                                      • Apple Retail UK
                                                                                                                                                                                                                                                                                      • Argos
                                                                                                                                                                                                                                                                                      • ASOS
                                                                                                                                                                                                                                                                                      • Associated British Foods - Retail
                                                                                                                                                                                                                                                                                      • Aurora Fashions
                                                                                                                                                                                                                                                                                      • Barker and Stonehouse Ltd
                                                                                                                                                                                                                                                                                      • Boohoo.com plc
                                                                                                                                                                                                                                                                                      • Brighthouse
                                                                                                                                                                                                                                                                                      • British Retail Consortium
                                                                                                                                                                                                                                                                                      • British Sky Broadcasting Group plc (BSkyB)
                                                                                                                                                                                                                                                                                      • Card World Ltd
                                                                                                                                                                                                                                                                                      • Co-operative Group
                                                                                                                                                                                                                                                                                      • Costcutter Supermarkets Group
                                                                                                                                                                                                                                                                                      • Debenhams International
                                                                                                                                                                                                                                                                                      • DFS Furniture plc
                                                                                                                                                                                                                                                                                      • Dixons
                                                                                                                                                                                                                                                                                      • Dixons Carphone
                                                                                                                                                                                                                                                                                      • Dixons Retail Plc
                                                                                                                                                                                                                                                                                      • Dreams (Dreams Topco Ltd)
                                                                                                                                                                                                                                                                                      • Dunelm (Soft Furnishings) Ltd
                                                                                                                                                                                                                                                                                      • French Connection (Retail)
                                                                                                                                                                                                                                                                                      • Go Outdoors Ltd
                                                                                                                                                                                                                                                                                      • Greggs Plc
                                                                                                                                                                                                                                                                                      • Habitat
                                                                                                                                                                                                                                                                                      • Halfords Ltd
                                                                                                                                                                                                                                                                                      • HobbyCraft Group Ltd
                                                                                                                                                                                                                                                                                      • Homesense UK
                                                                                                                                                                                                                                                                                      • Hotel Chocolat Ltd
                                                                                                                                                                                                                                                                                      • House of Fraser Plc
                                                                                                                                                                                                                                                                                      • IKEA
                                                                                                                                                                                                                                                                                      • Imperial
                                                                                                                                                                                                                                                                                      • Jack Wills Ltd
                                                                                                                                                                                                                                                                                      • JD Sports Fashion plc
                                                                                                                                                                                                                                                                                      • John Lewis Partnership
                                                                                                                                                                                                                                                                                      • Joules
                                                                                                                                                                                                                                                                                      • Karstadt Premium Department Stores
                                                                                                                                                                                                                                                                                      • Kingfisher (Asia)
                                                                                                                                                                                                                                                                                      • Kingfisher Group
                                                                                                                                                                                                                                                                                      • Kingfisher UK & Ireland
                                                                                                                                                                                                                                                                                      • Kurt Geiger Ltd
                                                                                                                                                                                                                                                                                      • Landmark
                                                                                                                                                                                                                                                                                      • Little Waitrose
                                                                                                                                                                                                                                                                                      • Mackays Stores Group Ltd
                                                                                                                                                                                                                                                                                      • Made.com
                                                                                                                                                                                                                                                                                      • Majestic Wine Commercial
                                                                                                                                                                                                                                                                                      • Majestic Wine Group PLC
                                                                                                                                                                                                                                                                                      • Majestic Wine Retail
                                                                                                                                                                                                                                                                                      • Mamas & Papas Ltd
                                                                                                                                                                                                                                                                                      • Marks & Spencer
                                                                                                                                                                                                                                                                                      • Matalan Ltd
                                                                                                                                                                                                                                                                                      • McColl's (convenience stores)
                                                                                                                                                                                                                                                                                      • Microsoft Ltd (UK)
                                                                                                                                                                                                                                                                                      • Missguided
                                                                                                                                                                                                                                                                                      • Moss Bros Group Plc
                                                                                                                                                                                                                                                                                      • Mothercare Plc
                                                                                                                                                                                                                                                                                      • Mulberry Group
                                                                                                                                                                                                                                                                                      • Net-A-Porter Ltd
                                                                                                                                                                                                                                                                                      • New Look (UK)
                                                                                                                                                                                                                                                                                      • Next Group
                                                                                                                                                                                                                                                                                      • Nisa
                                                                                                                                                                                                                                                                                      • Ocado Group plc
                                                                                                                                                                                                                                                                                      • P&O Cruises
                                                                                                                                                                                                                                                                                      • Palmer & Harvey McLane Ltd [P&H McLane]
                                                                                                                                                                                                                                                                                      • Primark/Penneys
                                                                                                                                                                                                                                                                                      • River Island Clothing Co Ltd
                                                                                                                                                                                                                                                                                      • River Island Holdings Limited
                                                                                                                                                                                                                                                                                      • Sainsbury's Local
                                                                                                                                                                                                                                                                                      • Screwfix UK
                                                                                                                                                                                                                                                                                      • ScS Upholstery Plc
                                                                                                                                                                                                                                                                                      • Selfridges Group
                                                                                                                                                                                                                                                                                      • Shop Direct Group
                                                                                                                                                                                                                                                                                      • Smiggle
                                                                                                                                                                                                                                                                                      • Sofology
                                                                                                                                                                                                                                                                                      • Sonae Distribução
                                                                                                                                                                                                                                                                                      • Spar UK Ltd
                                                                                                                                                                                                                                                                                      • Sports Direct Europe
                                                                                                                                                                                                                                                                                      • Ted Baker
                                                                                                                                                                                                                                                                                      • Tesco Plc
                                                                                                                                                                                                                                                                                      • The Co-operative Food
                                                                                                                                                                                                                                                                                      • The Entertainer (Amersham) Ltd
                                                                                                                                                                                                                                                                                      • The Hut Group Ltd
                                                                                                                                                                                                                                                                                      • TJX UK (TK Maxx)
                                                                                                                                                                                                                                                                                      • Topps Tiles
                                                                                                                                                                                                                                                                                      • Waitrose
                                                                                                                                                                                                                                                                                      • Walgreens Boots Alliance UK Retail
                                                                                                                                                                                                                                                                                      • Westfield Group
                                                                                                                                                                                                                                                                                      • Wiggle
                                                                                                                                                                                                                                                                                      • Wm Morrison Supermarkets
                                                                                                                                                                                                                                                                                      • Worldstores Ltd
                                                                                                                                                                                                                                                                                      • Wyevale Garden Centres

                                                                                                                                                                                                                                                                                      UK Retail Briefing - October 2017

                                                                                                                                                                                                                                                                                      US $391.67 (Excl.Tax)