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Description

Description

This month's UK Retail briefing includes:

  • An Analyst comment on House of Fraser - a new lease of life
  • On overview of the latest UK Retail sales
  • Sector Focus - Electrical goods retailing - UK
  • Highlights of the latest UK Retail trend observations
  • Monthly UK retail news headlines and analysis

What's included

What's included

Table of contents

Table of contents

  1. Analyst Comment – House of Fraser – a new lease of life

      • Poles apart
        • The top end
          • What is he buying?
            • Stores and closures
              • What needs doing?
                • Will it work?
                • Retail Sales

                  • Key points
                    • Retail sales
                      • Figure 1: Retail sales trends, 2017/18
                      • Figure 2: UK retail sales y/y growth, BRC vs ONS, July 2016-July 2018
                    • John Lewis
                      • Figure 3: John Lewis Department Stores: year-on-year growth, May 2017-Aug 2018
                    • Inflation
                      • Figure 4: Annual percentage change in the consumer price index for selected product groups, 2017-18
                    • Inflation and wages
                      • Figure 5: Real wages growth: wages growth vs inflation, Jan 2015-Jul 2018
                    • Confidence
                      • Figure 6: Mintel Financial confidence tracker, January 2016-July 2018
                    • Looking forward
                    • Sector Focus – Electricals

                        • The sector – What’s included
                            • Figure 7: Electrical goods market by product, 2017
                          • Spending on electrical goods
                            • Figure 8: Spending on electrical products, annual % change, 2013-18
                            • Figure 9: Spending on electrical products by detailed subsector, annual % change, 2012-18
                          • Inflation
                            • Figure 10: Inflation in electrical goods by broad category, 2017-18
                          • Electrical goods specialists
                            • Figure 11: Y/y growth in electrical specialists’ sales, 2015-18
                          • Performance of the store based specialists
                            • Figure 12: All electrical retailers relative to all retail sales, 2014-18
                          • Channels of distribution
                            • Figure 13: Distribution of spending on electrical goods, 2017
                          • Store based retailers losing share
                            • Where next?
                            • Launch Activity and Innovations

                              • UK: Iceland introducing 13 vegan-friendly foods to its stores
                                • UK: Lidl testing first fruit and vegetable boxes
                                  • UK: Tesco to unveil discount chain
                                    • UK: Barbour to launch new young fashion brand
                                      • UK: Debenhams to launch in-store gym at Sutton branch
                                      • Headlines for the Month

                                        • Convenience stores
                                          • Grocers
                                            • Other food specialists
                                              • Clothing retailing
                                                • Department stores
                                                  • DIY retailing
                                                    • Furniture retailing
                                                      • Home shopping
                                                      • News Analysis – Food and Drink

                                                        • Co-ops
                                                          • UK: Co-op considering sale of insurance arm
                                                            • Convenience stores
                                                              • UK: McColl’s like-for-like sales down 2.7%
                                                                • Grocers
                                                                  • UK: Aldi
                                                                    • Suppliers contacted regarding ‘no deal’ Brexit
                                                                      • UK: Asda
                                                                        • …the first supermarket to join Microfibre Consortium
                                                                          • …260 jobs at risk as Asda warehouse faces closure
                                                                            • UK: Iceland and The Range partner up
                                                                              • UK: Lidl
                                                                                • …plans to build 3,000 homes and a school
                                                                                  • …World Cup drives record breaking sales for Lidl
                                                                                    • UK: M&S expands Click & Collect service
                                                                                      • UK: Morrisons introduce ‘quiet hour’ for autistic shopping
                                                                                        • UK: Sainsbury’s to offer food-to-go range in selected WH Smith stores
                                                                                          • UK: Tesco
                                                                                            • …facing £4bn bill as equal pay claims hit 1,000
                                                                                              • …UK chief executive steps down due to illness
                                                                                                • Other food specialists
                                                                                                  • UK: Greggs total sales up 5.2%
                                                                                                    • UK: Hotel Chocolat revenue increases 12%
                                                                                                    • News Analysis – Clothing and Footwear

                                                                                                      • UK: Bonmarché report uplift in first quarter sales
                                                                                                        • UK: Boux Avenue launches activewear range
                                                                                                          • UK: Bravissimo full year sales up 3.4%
                                                                                                            • UK: Burberry
                                                                                                              • …destroys £28.6 million worth of stock
                                                                                                                • …Q1 sales up
                                                                                                                  • UK: H&M team up with interior brand
                                                                                                                    • UK: Hugo Boss opening first standalone Hugo store
                                                                                                                      • UK: Joules Group revenues rise 18.4%
                                                                                                                        • UK: Matalan reveals strong first quarter revenue growth
                                                                                                                          • UK: New Look profits rise during its first quarter
                                                                                                                            • UK: Next second-quarter sales up 2.8%
                                                                                                                              • Footwear retailing
                                                                                                                                • UK: Pavers launch new charity initiative
                                                                                                                                • News Analysis – Mixed Goods

                                                                                                                                  • UK: B&M
                                                                                                                                    • …diversifies board with two female appointments
                                                                                                                                      • …trading update
                                                                                                                                        • UK: Poundworld
                                                                                                                                          • …employees face redundancy as further 40 stores set to close
                                                                                                                                            • …founder of Poundland reportedly considering a return to the high street
                                                                                                                                              • …brand could be saved
                                                                                                                                                • UK: The Original Factory Shop CVA gets the go-ahead
                                                                                                                                                  • Multi-sector retailing
                                                                                                                                                    • UK: M&S
                                                                                                                                                      • Threat of even more store closures
                                                                                                                                                        • …making further cuts to management roles
                                                                                                                                                          • …partners with True as part of digital innovation drive
                                                                                                                                                            • …partnership with Founders Factory aims to invest in start-ups
                                                                                                                                                              • …strikes deal with Octopus Energy
                                                                                                                                                                • UK: Mothercare raises funds with share offer
                                                                                                                                                                  • Department stores
                                                                                                                                                                    • UK: Debenhams
                                                                                                                                                                      • …credit rating downgraded
                                                                                                                                                                        • …under pressure as credit insurers reduce cover
                                                                                                                                                                          • UK: House of Fraser
                                                                                                                                                                            • …C. Banner rescue deal falls through
                                                                                                                                                                              • …CVA to face legal challenge
                                                                                                                                                                                • …rescue deal faces delay
                                                                                                                                                                                  • …landlords dispute regarding House of Fraser’s CVA proposals reaches agreement
                                                                                                                                                                                    • …bought by Sports Direct for £90m
                                                                                                                                                                                      • UK: John Lewis
                                                                                                                                                                                        • …set for biggest revamp of its stores
                                                                                                                                                                                          • …unveils its biggest fashion collection to date
                                                                                                                                                                                            • …the John Lewis Partnership selects finalists to join retail tech innovation programme
                                                                                                                                                                                              • UK: Pressure on auditing watchdog to publish report on BHS audit
                                                                                                                                                                                              • News Analysis – Household Goods

                                                                                                                                                                                                • DIY retailing
                                                                                                                                                                                                  • UK: B&Q
                                                                                                                                                                                                    • …changes one loyalty scheme to push for lower prices
                                                                                                                                                                                                      • …kitchens and bathrooms business creates 800 jobs
                                                                                                                                                                                                        • …slashing prices to lure new customers
                                                                                                                                                                                                          • UK: Homebase owner plans a CVA
                                                                                                                                                                                                            • UK: Travis Perkins report 4.6% decline in pre-tax profits
                                                                                                                                                                                                              • Electrical retailing
                                                                                                                                                                                                                • UK: Dixons Travel opens first Belfast store
                                                                                                                                                                                                                  • Furniture retailing
                                                                                                                                                                                                                    • UK: DFS profit warning
                                                                                                                                                                                                                      • UK: Dunelm witnesses strong online sales performance (+41.8%)
                                                                                                                                                                                                                        • UK: IKEA
                                                                                                                                                                                                                          • …vows to remove all single-use plastic straws from products and restaurants by October
                                                                                                                                                                                                                            • …new store to open on Tottenham Court Road
                                                                                                                                                                                                                              • UK: ScS report full-year trading in line with expectations
                                                                                                                                                                                                                              • News Analysis – Online

                                                                                                                                                                                                                                • UK: Amazon
                                                                                                                                                                                                                                  • …and first UK public sector procurement deal
                                                                                                                                                                                                                                    • …UK tax bill lowest in five years
                                                                                                                                                                                                                                      • UK: ASOS revenue up 22%
                                                                                                                                                                                                                                        • UK: Ocado first-half revenue up, but earnings down
                                                                                                                                                                                                                                          • UK: Reshaping of Shop Direct board leads to departure of retail director Jon Rudoe
                                                                                                                                                                                                                                            • UK: WhereWolf app launches first UK pop-up store
                                                                                                                                                                                                                                            • News Analysis – Other Retail

                                                                                                                                                                                                                                              • Health & beauty retailing
                                                                                                                                                                                                                                                • UK: Holland & Barrett to launch vegan stores
                                                                                                                                                                                                                                                  • Book and stationery retailing
                                                                                                                                                                                                                                                    • UK: Card Factory Group sales up 3.2%
                                                                                                                                                                                                                                                      • UK: The Works enters the stock market in £100 million float
                                                                                                                                                                                                                                                        • Sports and leisure goods retailing
                                                                                                                                                                                                                                                          • UK: Evans Cycles reduces losses
                                                                                                                                                                                                                                                            • UK: Sports Direct profits drop by 72%
                                                                                                                                                                                                                                                              • Jewellers
                                                                                                                                                                                                                                                                • UK: Tiffany opening new Covent Garden Store
                                                                                                                                                                                                                                                                  • Garden centres
                                                                                                                                                                                                                                                                    • UK: Wyevale sells eight garden centres to Blue Diamond
                                                                                                                                                                                                                                                                      • Opticians
                                                                                                                                                                                                                                                                        • UK: French optician to launch in the UK
                                                                                                                                                                                                                                                                          • Toys and games retailing
                                                                                                                                                                                                                                                                            • UK: Games Workshop annual report shows profits nearly double
                                                                                                                                                                                                                                                                              • UK: six Toys ‘R’ Us stores sold for £30.5 million
                                                                                                                                                                                                                                                                                • Miscellaneous specialist retailing
                                                                                                                                                                                                                                                                                  • UK: Pets at Home reports 8.1% revenue growth
                                                                                                                                                                                                                                                                                    • Shopping centres
                                                                                                                                                                                                                                                                                      • UK: Boxpark to open on Brighton seafront
                                                                                                                                                                                                                                                                                        • UK: Coal Drops Yard confirms opening date of October 26
                                                                                                                                                                                                                                                                                          • UK: Hammerson sells two retail parks
                                                                                                                                                                                                                                                                                            • UK: ICON outlet reveals first signings for opening in 02 centre
                                                                                                                                                                                                                                                                                              • UK: Intu half-year performance hailed as resilient
                                                                                                                                                                                                                                                                                              • News Analysis – Economy

                                                                                                                                                                                                                                                                                                • UK: BRC
                                                                                                                                                                                                                                                                                                  • …retail sales slowed in July
                                                                                                                                                                                                                                                                                                    • …like-for-like retail sales up 1.1% in June 2018
                                                                                                                                                                                                                                                                                                      • …heatwave drives food price inflation
                                                                                                                                                                                                                                                                                                        • UK: June retail sales up by 4.4%
                                                                                                                                                                                                                                                                                                          • UK: retail footfall down 0.9%

                                                                                                                                                                                                                                                                                                          About the report

                                                                                                                                                                                                                                                                                                          This report will give you a complete 360-degree view of your market. Not only is it rooted in robust proprietary and high-quality third-party data, but our industry experts put that data into context and you’ll quickly understand:

                                                                                                                                                                                                                                                                                                          • The Consumer

                                                                                                                                                                                                                                                                                                            What They Want. Why They Want It.

                                                                                                                                                                                                                                                                                                          • The Competitors

                                                                                                                                                                                                                                                                                                            Who’s Winning. How To Stay Ahead.

                                                                                                                                                                                                                                                                                                          • The Market

                                                                                                                                                                                                                                                                                                            Size, Segments, Shares And Forecasts: How It All Adds Up.

                                                                                                                                                                                                                                                                                                          • The Innovations

                                                                                                                                                                                                                                                                                                            New Ideas. New Products. New Potential.

                                                                                                                                                                                                                                                                                                          • The Opportunities

                                                                                                                                                                                                                                                                                                            Where The White Space Is. How To Make It Yours.

                                                                                                                                                                                                                                                                                                          • The Trends

                                                                                                                                                                                                                                                                                                            What’s Shaping Demand – Today And Tomorrow.

                                                                                                                                                                                                                                                                                                          Please Note: This is a sample report. All of the figures, graphs, and tables have been redacted.

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