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UK Retail Briefing - February 2010

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

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Table of contents

  1. Analyst Comment

    • Repositioning at Asda?
      • Weak margins
        • The problem with price
          • Time for a rethink
          • Headlines of the Month

            • Retail Sales – Background and Outlook

                • Retail sales trends
                  • A strong Christmas
                    • But a weak January
                        • Figure 1: Retail sales trends, 2009-10
                      • January hard to interpret
                        • Figure 2: UK retail sales y/y growth, BRC vs ONS, Dec 2007-Jan 2010
                      • John Lewis
                        • Figure 3: John Lewis: Year-on-year growth, 2008-10
                      • Inflation and wages
                        • Figure 4: RPI vs Wage rate growth, 2007-10
                      • The RPI up again
                        • Figure 5: Annual percentage change in Retail Price Index for selected product groups, 2009-10
                      • Looking forward
                      • Sector Focus – Food Retailers

                          • Sales trends
                            • Figure 6: Food retailers, sales trends, 2001-09
                            • Figure 7: Food retailers sales as % of all retail sales, 1998-2009
                          • Sub-sectors
                            • Figure 8: Breakdown of food retailers’ sales, by sub-sector, 2005-09
                          • Retail price inflation
                            • Figure 9: Indices of retail prices for key product categories, 2005-09
                          • Consumer expenditure
                            • Figure 10: Consumer expenditure on selected product categories, 2004-09 (Q3)
                            • Figure 11: Food retailers sales relative to all spending on food and drink, 2000-08
                          • Food retailers
                            • Figure 12: Food retailers: Leading retailers’ share of food retailers’ sales, 2008/09
                        • News Analysis

                            • Bakers (retail)
                              • Thorntons sales down 4.4%
                                • Co-ops (retail)
                                  • Co-operative sales soar 66% over Christmas
                                    • Grocers
                                      • Asda
                                        • ...trials vending machines to reduce waste
                                          • Morrisons
                                            • ...names Philips as new chief
                                              • ...sees LFLs rise 6.5% over Christmas
                                                • Sainsbury's
                                                  • ...to double non-food business
                                                    • Tesco
                                                      • ...enjoys strong Christmas results
                                                        • … launches Buy One, Get One Free Later deals
                                                          • … opens first carbon neutral store
                                                            • Off-licences
                                                              • Majestic
                                                                • ...appoints Wrigely as new chairman
                                                                  • Clothing retailing
                                                                    • Adams
                                                                      • ...falls back into administration
                                                                        • Adili
                                                                          • ...suspends shares
                                                                            • Alexon
                                                                              • ...LFLs plunge 14.3%
                                                                                • Baird Group
                                                                                  • ...ponders CVA
                                                                                    • Bhs
                                                                                      • ...hands ten stores to Primark
                                                                                        • Burberry
                                                                                          • ...LFLs up 10%
                                                                                            • Ethel Austin
                                                                                              • … falls into administration
                                                                                                • … closes 129 stores
                                                                                                  • Figleaves
                                                                                                    • ...attracts suitors
                                                                                                      • M&Co.
                                                                                                        • ...reports 11% uplift in Christmas LFLs
                                                                                                          • Matalan
                                                                                                            • … hails "impressive" Christmas sales
                                                                                                              • … sale pulled
                                                                                                                • New Look
                                                                                                                  • … confirms IPO
                                                                                                                    • … board mulls IPO withdrawal
                                                                                                                      • Peacocks
                                                                                                                        • ...reports robust Christmas sales
                                                                                                                          • Primark
                                                                                                                            • ...sales rise 19%
                                                                                                                              • Footwear retailing
                                                                                                                                • Office
                                                                                                                                  • ...hopes up after 19% hike in Christmas LFLs
                                                                                                                                    • Shoe Zone
                                                                                                                                      • ...Christmas LFLs soar 27%
                                                                                                                                        • Mixed goods retailing
                                                                                                                                          • Alliance Boots
                                                                                                                                            • …enjoys strong festive period
                                                                                                                                              • … and Mothercare team up for kids' range
                                                                                                                                                • Mamas & Papas
                                                                                                                                                  • ...secures funding for expansion
                                                                                                                                                    • Mothercare
                                                                                                                                                      • ...posts strong Christmas results
                                                                                                                                                        • Poundland
                                                                                                                                                          • ...festive sales rise by one third
                                                                                                                                                            • Multi-sector retailing
                                                                                                                                                              • M&S
                                                                                                                                                                • ...Bolland pay deal revealed
                                                                                                                                                                  • HMV
                                                                                                                                                                    • … acquires Mama Group
                                                                                                                                                                      • … sales hit dented by Waterstone's
                                                                                                                                                                        • Department stores
                                                                                                                                                                          • Beales
                                                                                                                                                                            • ...losses narrow after Christmas sales boost
                                                                                                                                                                              • Debenhams
                                                                                                                                                                                • … names Northridge as new chairman
                                                                                                                                                                                  • … chief linked to DFS bid
                                                                                                                                                                                    • … LFLs up 0.1%
                                                                                                                                                                                      • House of Fraser
                                                                                                                                                                                        • ...enjoys record Christmas sales
                                                                                                                                                                                          • John Lewis
                                                                                                                                                                                            • … appoints new retail operations director
                                                                                                                                                                                              • … becomes official Olympics sponsor
                                                                                                                                                                                                • … opens second homewares shop in Croydon
                                                                                                                                                                                                  • Liberty of London
                                                                                                                                                                                                    • ...creative director leaves
                                                                                                                                                                                                      • TJ Hughes
                                                                                                                                                                                                        • ...unveils 4% Christmas sales increase
                                                                                                                                                                                                          • DIY retailing
                                                                                                                                                                                                            • Focus DIY
                                                                                                                                                                                                              • ...asks landlords for rent holiday
                                                                                                                                                                                                                • Home Retail Group
                                                                                                                                                                                                                  • ...LFLs up marginally
                                                                                                                                                                                                                    • Homebase
                                                                                                                                                                                                                      • ...introduces re-usable packaging
                                                                                                                                                                                                                        • Topps Tiles
                                                                                                                                                                                                                          • ...posts 5.5% sales rise
                                                                                                                                                                                                                            • Electrical retailing
                                                                                                                                                                                                                              • Best Buy Europe
                                                                                                                                                                                                                                • ...LFLs up 6.3%
                                                                                                                                                                                                                                  • DSGi
                                                                                                                                                                                                                                    • ...sales trump expectations
                                                                                                                                                                                                                                      • Carpet retailing
                                                                                                                                                                                                                                        • Carpetright
                                                                                                                                                                                                                                          • ...sales up 7%
                                                                                                                                                                                                                                            • DFS
                                                                                                                                                                                                                                              • ...circled by Lovering and Permira
                                                                                                                                                                                                                                                • Habitat
                                                                                                                                                                                                                                                  • ...owner plans debt write-off
                                                                                                                                                                                                                                                    • Homewares retailing
                                                                                                                                                                                                                                                      • Home Bargains
                                                                                                                                                                                                                                                        • ...in £25m expansion drive
                                                                                                                                                                                                                                                          • Dunelm
                                                                                                                                                                                                                                                            • ...posts strong H1 results
                                                                                                                                                                                                                                                              • The White Company
                                                                                                                                                                                                                                                                • ...posts strong Christmas results
                                                                                                                                                                                                                                                                  • Home shopping
                                                                                                                                                                                                                                                                    • Asos
                                                                                                                                                                                                                                                                      • ...Christmas sales up 30%
                                                                                                                                                                                                                                                                        • Findel
                                                                                                                                                                                                                                                                          • ...LFLs down 3%
                                                                                                                                                                                                                                                                            • Flying Brands
                                                                                                                                                                                                                                                                              • ...sees sales slump
                                                                                                                                                                                                                                                                                • Ideal Shopping Direct
                                                                                                                                                                                                                                                                                  • ...reveals solid FY results
                                                                                                                                                                                                                                                                                    • N Brown
                                                                                                                                                                                                                                                                                      • ...sales rise 5% over festive period
                                                                                                                                                                                                                                                                                        • Ocado
                                                                                                                                                                                                                                                                                          • ...appoints advisers ahead of flotation
                                                                                                                                                                                                                                                                                            • Shop Direct
                                                                                                                                                                                                                                                                                              • ...axes 1,500 staff
                                                                                                                                                                                                                                                                                                • Book and stationery retailing
                                                                                                                                                                                                                                                                                                  • WH Smith
                                                                                                                                                                                                                                                                                                    • ...LFLs down 2%
                                                                                                                                                                                                                                                                                                      • Greetings card retailing
                                                                                                                                                                                                                                                                                                        • Card Factory
                                                                                                                                                                                                                                                                                                          • ...up for sale
                                                                                                                                                                                                                                                                                                            • Photographic retailing
                                                                                                                                                                                                                                                                                                              • Jessops
                                                                                                                                                                                                                                                                                                                • ...liquidation plan approved
                                                                                                                                                                                                                                                                                                                  • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                                                    • Blacks Leisure
                                                                                                                                                                                                                                                                                                                      • … looks to raise £20.3m for recovery
                                                                                                                                                                                                                                                                                                                        • … Blacks Leisure sees strong Christmas trading
                                                                                                                                                                                                                                                                                                                          • JJB
                                                                                                                                                                                                                                                                                                                            • ...confirms Jones departure
                                                                                                                                                                                                                                                                                                                              • Sports Direct
                                                                                                                                                                                                                                                                                                                                • ...retails sales rise 9%
                                                                                                                                                                                                                                                                                                                                  • Jewellers
                                                                                                                                                                                                                                                                                                                                    • Aurum
                                                                                                                                                                                                                                                                                                                                      • ...sees glittering sales
                                                                                                                                                                                                                                                                                                                                        • Diamonds & Pearls
                                                                                                                                                                                                                                                                                                                                          • ...bought out of pre-pack administration
                                                                                                                                                                                                                                                                                                                                            • Theo Fennell
                                                                                                                                                                                                                                                                                                                                              • ...enjoys festive sales boost
                                                                                                                                                                                                                                                                                                                                                • Garden centres
                                                                                                                                                                                                                                                                                                                                                  • Garden Centre Group
                                                                                                                                                                                                                                                                                                                                                    • ...has "terrific" Christmas
                                                                                                                                                                                                                                                                                                                                                      • Toys and games retailing
                                                                                                                                                                                                                                                                                                                                                        • Game
                                                                                                                                                                                                                                                                                                                                                          • Suffers disappointing Christmas
                                                                                                                                                                                                                                                                                                                                                            • Miscellaneous specialist retailing
                                                                                                                                                                                                                                                                                                                                                              • Halfords
                                                                                                                                                                                                                                                                                                                                                                • … mulls bid for HobbyCraft
                                                                                                                                                                                                                                                                                                                                                                  • … sees LFLs increase 1.2%
                                                                                                                                                                                                                                                                                                                                                                    • Hobbycraft
                                                                                                                                                                                                                                                                                                                                                                      • ...posts sales rise
                                                                                                                                                                                                                                                                                                                                                                        • Pets at Home
                                                                                                                                                                                                                                                                                                                                                                          • … LFLs up 6.7%
                                                                                                                                                                                                                                                                                                                                                                            • … sold to KKR for £955m
                                                                                                                                                                                                                                                                                                                                                                              • Economics
                                                                                                                                                                                                                                                                                                                                                                                • BRC: 15-year low in January sales
                                                                                                                                                                                                                                                                                                                                                                                  • BRC: Christmas retail sales beat expectations
                                                                                                                                                                                                                                                                                                                                                                                    • CBI: Retail sales down in January
                                                                                                                                                                                                                                                                                                                                                                                      • London retail sales up 12% in December
                                                                                                                                                                                                                                                                                                                                                                                        • ONS: Retail sales up 0.3% in December
                                                                                                                                                                                                                                                                                                                                                                                          • Scottish retail sales lack behind in December

                                                                                                                                                                                                                                                                                                                                                                                          UK Retail Briefing - February 2010

                                                                                                                                                                                                                                                                                                                                                                                          US $398.34 (Excl.Tax)