UK Retail Briefing - December 2015
This review looks at:
- Monthly Retail sales trends, 2014-15
- Electricals monthly retail sales, 2014-15
- Annual % change in the price of electrical goods, 2015
- Annual % change in online sales of household goods, 2014-15
- Dixons Carphone group like-for-like performance, 2014-15
- Impact of Black Friday and its implications
- News analysis - November- December
What you get
What's included
- Consumer Attitudes and Behaviour
- Market data
- Competitive analysis
- Risks and Opportunities
- What’s Next
- Market Trends
This market report provides in-depth analysis and insight supported by a range of data. At the same time, introductory and top-level content is provided to give you an overview of the issues covered.
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Market
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Consumer
Mintel's proprietary consumer research provides our analysts with the attitudinal and behavioral data used to provide valuable insight to topical issues.
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Brand/Company
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Data
Market reports provide appendices of data to support the research and insight produced. Our tables of data are easily manipulated and downloadable to support your research needs and covers factors from consumer attitudes to market forecasts.

* This is a sample representation of the report layout and does not reflect the research included in this report.
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Table of contents
Analyst Comment
- Black Friday and its implications
- What happened
- Understanding electricals
- What does that mean in spending power?
- Online
- Amazon
- So farewell then Black Friday
- And time to be more optimistic about December
- Black Friday and its implications
Retail Sales – Background and Outlook
- Key points
- Retail sales trends
- Figure 1: Retail sales trends, 2014/15
- Figure 2: UK retail sales y/y growth, BRC vs ONS, 2013-15
- John Lewis
- Figure 3: John Lewis: Year-on-Year Growth, 2014-15
- Inflation and wages
- Figure 4: Real wages growth: Wages growth vs inflation, 2010-15
- Inflation
- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2014-15
- Looking forward
- Key points
Sector Focus – Electricals Retailing
- The market in 2015
- Figure 6: Annual percentage change in the value of retail sales in the electrical household appliances and computers & telecoms equipment categories, non-seasonally adjusted, Jan 2014-Nov-2015
- Inflation
- Figure 7: Annual percentage change in the price of electrical goods categories, Jan-Nov 2015
- Black Friday 2015
- Figure 8: Annual percentage change in online sales in household goods stores, Jan 2014-Nov-2015
- Dixons Carphone: exceeding expectations
- What we think
Headlines for the Month
- Black Friday
- Convenience stores
- Grocers
- Clothing retailers
- Multi-sector retailing
- Home shopping
- DIY retailing
- Electrical retailing
- Sports goods retailing
- Black Friday
New Analysis – Food and Drink
- Convenience stores
- UK: A.F. Blakemore benefits from strong convenience sector
- UK: Booker announces board changes
- UK: McColl’s sales grow 3.1% in 2015
- UK: Nisa
- …chairman fails to push through a governance reform
- …suffers £10.5m loss
- UK: One Stop's profits tumble £11.1m
- UK: Roadchef opens second Spar motorway store
- UK: Simply Fresh targets railways and underground stations
- Grocers
- UK: Aldi and Lidl plan 171 store openings
- UK: Asda
- …calls time on Black Friday promotions
- …launches third-party click-and-collect
- …like-for-like sales fall 4.5%
- …‘best decision’ was shunning Black Friday
- UK: Lidl unveils first UK 'store of the future'
- UK: Ocado reports double-digit Q4 growth
- UK: Sainsbury’s
- …like-for-like sales fall 1.6%
- …proposes gym within supermarket
- UK: Tesco
- …Extra stores to open at 5am on Black Friday
- …participates in Diwali celebrations
- …promotes Christmas ranges with largest in-store tasting campaign
- …to pay $12m to US investors
- UK: Waitrose appoints head of hospitality
- Other food specialists
- UK: Conviviality group revenues climb 38%
- UK: Holland & Barrett hires celebrity brand ambassador
- UK: Majestic Wine profits fall following Naked Wines acquisition
- UK: Whittard of Chelsea seeks to meet demand in China
- Convenience stores
News Analysis – Non-food
- Clothing and footwear retailing
- UK: AnnaLena Couture chooses Fulham for first UK store
- UK: Arcadia like-for-like sales fall 0.9%
- UK: Asda’s George refocuses on the customer
- UK: Bonmarché revenues rise 6.5%
- UK: Burberry
- …delivers ‘robust’ performance
- …lets customers star in a personalised Christmas advert
- UK: Finery London pops up in London
- UK: French Connection to close seven stores
- UK: Jaeger sales grow 6% in 2014
- UK: Jigsaw
- …full-price strategy is paying off
- …sales rise 18.5% to £104.9m
- UK: Karen Millen makes a £9.7m loss
- UK: Mothercare halves UK losses
- UK: Mulberry grows revenues by 5% in the first half
- UK: New Look revenues rise 5.9%
- UK: Oasis turns a profit for the first time in three years
- UK: Reiss extends personal tailoring service
- UK: River Island
- …founders invest in Mint Velvet
- …introduces click-and-don’t-collect service
- UK: Superdry’s Idris Elba collection to launch this week
- UK: Ted Baker sales rise as international expansion continues
- UK: The White Company doubles full-year profits
- UK: Whistles falls into a £1.1m loss
- Footwear and accessories retailing
- UK: Cinven poised to take over Kurt Geiger
- UK: Dune full-year sales rise 7.2%
- UK: Office
- …eyed by South African retailer
- …sold to Truworths for £256m
- UK: Radley repositions itself to push British roots
- Jewellery retailing
- UK: Argento embarks on a major investment programme
- UK: Lovisa to open a handful of stores before Easter
- UK: Pandora UK revenues surge 50.5%
- Multi-sector retailing
- UK: B&M like-for-like revenues rise 1.2%
- UK: Cath Kidston’s losses widen to £14.2m
- UK: Poundland
- …like-for-like sales fall 2.8%
- …to trial multi-price format
- UK: Poundworld gains £50m funding for investment
- Department stores
- UK: Fortnum & Mason announce record sales and profits
- UK: Harrods gears up for Christmas
- UK: House of Fraser
- …creates shoppable windows for Black Friday
- …reports rising Q3 sales
- UK: John Lewis
- …fashion sales rise as cold weather hits
- …to anchor new Edinburgh development
- UK: Selfridges to launch new Body Studio
- DIY retailing
- UK: Dobbies sales grow 7.7% in 2014
- UK: Kingfisher
- …implements new IT platform
- …profits suffer from ‘softer market’ in France
- UK: Leroy Merlin considers Homebase takeover
- UK: Topps Tiles revenues rise 8.7%
- Electrical retailing
- UK: Ikea
- …drives double-digit annual growth
- …eyes Bhs’ Oxford Street unit
- UK: ScS trading in line with expectations
- Home shopping
- UK: Amazon launches Pantry in the UK
- UK: Black Friday boosts online sales
- UK: Findel’s profits remain flat
- UK: Made.com launches online mattress retailer
- UK: New over-50s menswear brand launches
- UK: Ocado reports double-digit Q4 growth
- UK: Shop Direct call centre closures to go ahead
- UK: SportPursuit raises £9.5m in funding
- Sports and leisure goods retailing
- UK: Cotswold Outdoor and Snow & Rock merge
- UK: Halfords
- …profits down 5.9%
- …unveils new ‘For Life’s Journey’ strapline
- UK: JD Sports ups full year profit forecast
- UK: Mountain Warehouse launches women’s activewear brand
- UK: Sports Direct sales and profits up in the first half
- Greetings card retailers
- UK: Card Factory sales grow 7.9%
- Pet retailing
- UK: Pets at Home revenues grow by 6.0%
- Economy
- UK: November shop prices fall 2.1% year-on-year
- UK: Retail sales edge up 0.8% in October
- UK: Retail sales grow 0.7% in November
- UK: Retail sales slow to 0.9% in October
- Clothing and footwear retailing
UK Retail Briefing - December 2015