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Description

Description

Each month Mintel’s UK Retail Briefing concentrates on a particular sector or market. This month’s focus is on the grocery sector.

This sector focus looks at:

  • Inflationary factors affecting the category
  • Retail sales performance in the category
  • The performance of the major players.

We also include an Analyst's Comment looking at retail prospects for 2015.

What's included

What's included

Table of contents

Table of contents

  1. Analyst Comment

    • What about 2015?
      • A good year for consumers
        • What about 2015?
          • Winners and losers
            • Figure 1: Retail sector performance, Jan – October 2014
          • Online
            • The messages from 2014
            • Retail Sales – Background and Outlook

              • Key points
                • Retail sales trends
                  • Figure 2: Retail sales trends, 2013-14
                  • Figure 3: UK retail sales y/y growth, BRC vs ONS, 2013-2014
                • John Lewis
                  • Figure 4: John Lewis: Year-on-Year Growth, 2014
                • Inflation and wages
                  • Figure 5: The income squeeze: Wages growth vs inflation, 2009-2014
                • Inflation
                  • Figure 6: Annual percentage change in the consumer price index for selected product groups, 2013-14
                • Looking forward
                • Sector Focus – The Grocery Sector, Christmas 2014

                    • Executive summary
                      • Deflation hits sector sales values
                        • Figure 7: Consumer prices, January – October 2014
                        • Figure 8: Grocery retailers’ sector value sales: annual % change, January 2012 – October 2014
                        • Figure 9: Grocery retailers: sector size and forecast (incl. VAT), 2009-15
                      • Market shares: three of the Big Four set for 2014 declines
                          • Figure 10: Leading grocery retailers: Share of sector sales, 2012-14
                        • Aldi and Lidl: gaining share of basket more than share of shoppers
                          • Tesco’s profit warning: the positives
                            • It will be a weak Christmas, especially for the Big Four
                            • Headlines for the Month

                              • Convenience stores
                                • Grocers
                                  • Clothing retailing
                                    • Multi-Sector retailing
                                      • Home and DIY retailing
                                        • Home shopping
                                          • Shopping locations
                                            • Economy
                                            • News Analysis – Food & Drink

                                              • Co-ops
                                                • UK: Co-operative Food
                                                  • …appoints Retail and Logistics Director
                                                    • …commits £1.5bn to UK Farmers
                                                      • …launches ‘Swipe and Win’
                                                        • …reveals survey results
                                                          • UK: The Co-operative Group acquires seven stores
                                                            • Convenience Stores
                                                              • UK: Blakemore & Sons sales up 5%
                                                                • UK: McColl’s new stores drive sales
                                                                  • UK: One Stop to franchise in Scotland
                                                                    • Grocers
                                                                      • UK: Aldi
                                                                        • …Matthew Barnes becomes chief executive
                                                                          • …to create 35,000 jobs in the UK
                                                                            • …to launch restaurant pop-ups
                                                                              • …to open Isle of Sheppey distribution centre
                                                                                • UK: Asda like-for-likes down 1.6%
                                                                                  • UK: Grocery sales decline
                                                                                    • UK: Morrisons to close six convenience stores
                                                                                      • UK: Sainsbury’s
                                                                                        • …app to speed up shopping
                                                                                          • …sales down 0.2%
                                                                                            • …Tesco Price Promise appeal dismissed
                                                                                              • …to cut back on store openings
                                                                                                • UK: Tesco
                                                                                                  • …announces Executive Committee changes
                                                                                                    • …issues further profit warning
                                                                                                      • …suspended directors to be dismissed
                                                                                                        • …to take control of its cafés
                                                                                                          • UK: Waitrose
                                                                                                            • …installs lockers at Southampton Airport Parkway station
                                                                                                              • …opens new concept store
                                                                                                                • …to stock Anya Hindmarch-designed cereal boxes
                                                                                                                  • Other food specialists
                                                                                                                    • UK: Conviviality Retail posts revenues of £183m
                                                                                                                      • UK: Majestic Wine sales up 2.8%
                                                                                                                        • Home shopping
                                                                                                                          • UK: Ocado
                                                                                                                            • …to fill 1,000 jobs
                                                                                                                              • …to open West London depot
                                                                                                                              • News Analysis – Non-Food

                                                                                                                                • Clothing retailing
                                                                                                                                  • UK: Arcadia profits down 5.9%
                                                                                                                                    • UK: Austin Reed to appoint Deloitte
                                                                                                                                      • UK: Blue Inc raises £4m in funding
                                                                                                                                        • UK: Bonmarché profits up 68.1%
                                                                                                                                          • UK: Boohoo launches sportswear range
                                                                                                                                            • UK: Burberry profits hit by adverse exchange rates
                                                                                                                                              • UK: David Beckham to launch clothing brand
                                                                                                                                                • UK: Edinburgh Woollen Mill profits up 26%
                                                                                                                                                  • UK: French Connection like-for-likes down 5.7%
                                                                                                                                                    • UK: Jaeger narrows losses as sales rise
                                                                                                                                                      • UK: JD Sports sells Bank
                                                                                                                                                        • UK: Mothercare UK like-for-likes up 1.5%
                                                                                                                                                          • UK: Mulberry hires new fashion director
                                                                                                                                                            • UK: New fashion chain to launch in 2015
                                                                                                                                                              • UK: New Look first half profits up 10.6%
                                                                                                                                                                • UK: Oasis
                                                                                                                                                                  • …announces Bessie the Bus
                                                                                                                                                                    • …launches 24/7 online booking for in-store styling service
                                                                                                                                                                      • UK: Ted Baker revenues grow 15.7%
                                                                                                                                                                        • UK: White Stuff opens new flagship Emporium
                                                                                                                                                                          • UK: Yours Clothing to expand into Scotland and Ireland
                                                                                                                                                                            • Footwear and jewellery retailing
                                                                                                                                                                              • UK: Kurt Geiger sales up 13%
                                                                                                                                                                                • UK: Signet revenues up 52.7%
                                                                                                                                                                                  • Multi-Sector retailing
                                                                                                                                                                                    • UK: Argos
                                                                                                                                                                                      • …launches swipe-to-like app
                                                                                                                                                                                        • …releases Christmas list app
                                                                                                                                                                                          • …to open first London Underground store
                                                                                                                                                                                            • UK: B&M
                                                                                                                                                                                              • …in talks to acquire Homebase stores
                                                                                                                                                                                                • …revenues up 29.7%
                                                                                                                                                                                                  • UK: BrightHouse sales up 3.5%
                                                                                                                                                                                                    • UK: Poundland
                                                                                                                                                                                                      • …opens new distribution centre
                                                                                                                                                                                                        • …profits up 34.2%
                                                                                                                                                                                                          • UK: The Original Factory Shop sees profits fall by £6m
                                                                                                                                                                                                            • UK: The Range posts 23% sales growth
                                                                                                                                                                                                              • Department stores
                                                                                                                                                                                                                • UK: Fortnum & Mason more than doubles its profits
                                                                                                                                                                                                                  • UK: Harvey Nichols to open in Qatar
                                                                                                                                                                                                                    • UK: John Lewis
                                                                                                                                                                                                                      • …appoints acting group finance director
                                                                                                                                                                                                                        • …finance officer leaves for M&S
                                                                                                                                                                                                                          • …has biggest ever sales week
                                                                                                                                                                                                                            • Home and DIY retailing
                                                                                                                                                                                                                              • UK: AO World revenues up 25.1%
                                                                                                                                                                                                                                • UK: Cath Kidston steps down as creative director
                                                                                                                                                                                                                                  • UK: Kingfisher retail profits down 6.9%
                                                                                                                                                                                                                                    • UK: Topps Tiles posts sales growth of 9.8%
                                                                                                                                                                                                                                      • Music and video goods retailing
                                                                                                                                                                                                                                        • UK: GAME Q1 revenues up 17%
                                                                                                                                                                                                                                          • UK: Phones 4U owes £78m in tax
                                                                                                                                                                                                                                            • UK: Vodafone eyeing Blinkbox acquisition
                                                                                                                                                                                                                                              • UK: WH Smith like-for-like sales fall 1%
                                                                                                                                                                                                                                                • Furniture retailing
                                                                                                                                                                                                                                                  • UK: DFS signs up for Team GB
                                                                                                                                                                                                                                                    • UK: Harvey Jones to launch first TV campaign
                                                                                                                                                                                                                                                      • UK: Ikea invests more in staff loyalty programme
                                                                                                                                                                                                                                                        • UK: ScS Upholstery could return to the stock market
                                                                                                                                                                                                                                                          • Home shopping
                                                                                                                                                                                                                                                            • UK: Amazon
                                                                                                                                                                                                                                                              • …predicting a record number of Black Friday shoppers
                                                                                                                                                                                                                                                                • …to deliver to post offices
                                                                                                                                                                                                                                                                  • UK: ASOS sales up 12%
                                                                                                                                                                                                                                                                    • UK: Farfetch launches click-and-collect from boutiques
                                                                                                                                                                                                                                                                      • UK: Findel sales edge up in the first half
                                                                                                                                                                                                                                                                        • UK: Grazia magazine launches e-commerce site
                                                                                                                                                                                                                                                                          • UK: Hermes distribution centre fire
                                                                                                                                                                                                                                                                            • UK: House of Fraser launches breakfast delivery
                                                                                                                                                                                                                                                                              • UK: Jacques Vert replatforms e-commerce site
                                                                                                                                                                                                                                                                                • UK: Karen Millen launches virtual store
                                                                                                                                                                                                                                                                                  • UK: Net-a-Porter owner considering IPO
                                                                                                                                                                                                                                                                                    • UK: Shop Direct
                                                                                                                                                                                                                                                                                      • …bets big on Black Friday
                                                                                                                                                                                                                                                                                        • …says Black Friday was the biggest day in its trading history
                                                                                                                                                                                                                                                                                          • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                            • UK: Evans Cycles could be sold
                                                                                                                                                                                                                                                                                              • UK: Mountain Warehouse profits up 65%
                                                                                                                                                                                                                                                                                                • UK: Sports Direct
                                                                                                                                                                                                                                                                                                  • …defends its use of zero-hour contracts
                                                                                                                                                                                                                                                                                                    • …to open 200 budget gyms
                                                                                                                                                                                                                                                                                                      • Opticians
                                                                                                                                                                                                                                                                                                        • UK: Vision Express acquires Conlons Opticians
                                                                                                                                                                                                                                                                                                          • Pet goods retailing
                                                                                                                                                                                                                                                                                                            • UK: Pets at Home grows revenues by 10.2%
                                                                                                                                                                                                                                                                                                              • Card retailing
                                                                                                                                                                                                                                                                                                                • UK: Card Factory growth driven by new store openings
                                                                                                                                                                                                                                                                                                                  • Shopping locations
                                                                                                                                                                                                                                                                                                                    • UK: Hammerson records 17% footfall increase on Black Friday
                                                                                                                                                                                                                                                                                                                      • Economy
                                                                                                                                                                                                                                                                                                                        • UK: Retail sales up 3.4% in October
                                                                                                                                                                                                                                                                                                                          • UK: Shop prices fall 1.9% in November
                                                                                                                                                                                                                                                                                                                            • UK: Station retail sales rise 6.2%
                                                                                                                                                                                                                                                                                                                              • UK: UK retail sales flat in October
                                                                                                                                                                                                                                                                                                                                • UK: UK retail sales grew 0.9% in November

                                                                                                                                                                                                                                                                                                                                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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