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Description

Description

This month's UK Retail briefing includes:

  • An Analyst comment on Valentine's spending predictions
  • On overview of the latest UK Retail sales.
  • Sector Focus - Food 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

    • Valentine’s Day spending set to rise in 2018
      • What we've seen
        • Growth in spending set to continue
          • Valentine’s Day spending in 2017
            • Opportunities in the market for 2018
              • What it means
              • Retail Sales

                • Key points
                  • Retail sales
                    • Figure 1: Retail sales trends, 2016/17
                    • Figure 2: UK retail sales y/y growth, BRC vs ONS, Dec 2015-Dec 2017
                  • John Lewis
                    • Figure 3: John Lewis department stores: year-on-year growth, Dec 2016-Feb 2018
                  • Rising inflation
                    • Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
                  • Inflation and wages
                    • Figure 5: Real wages growth: wages growth vs inflation, Jan 2014-Jan 2018
                  • Looking forward
                  • Sector Focus – Food Retailing

                      • Food rose in value in 2017
                        • Figure 6: Annual non-seasonally adjusted percentage change in the value sales of food retailers at current prices, Jan 2017-Jan 2018
                      • A gradual decline in food volume
                        • Figure 7: Annual non-seasonally adjusted percentage change in the chained volume of goods sold in food stores, Jan 2017-Jan 2018
                      • Inflation on the increase
                        • Figure 8: Annual percentage change in the price of food and non-alcoholic beverages, Jan 2017-Jan 2018
                      • Online food growth slows over the year
                        • Figure 9: Internet food sales: Value non-seasonally adjusted percentage change YoY, Jan 2017-Jan 2018
                      • Online food as a % of all retailing
                        • Figure 10: Internet food sales: Value non-seasonally adjusted internet sales as a proportion of all retailing Jan 2016 – Jan 2018
                      • Festive Christmas sales for discounters
                          • Figure 11: Food Retailers, Christmas Performance, 2017
                        • Looking ahead
                        • Launch Activity and Innovation

                          • Co-op partners with Deliveroo in online grocery trial
                            • Joules, H&M and BoohooMAN launch activewear ranges
                              • Sophie Hulmes offers instore handbag personalisation
                                • Tesco unveils line of vegan meals called ‘Wicked Kitchen’
                                  • Ocado launches in Canada through partnership with Sobeys
                                    • Amazon Go opens to the public
                                      • Next to use excess store space as car showroom
                                      • Headlines for the Month

                                        • Food and drink
                                          • Clothing and footwear
                                            • Multi-sector retailing
                                              • Home and household goods
                                                • Online
                                                  • Other retail
                                                    • Economy
                                                    • News Analysis – Food and Drink

                                                      • Asda
                                                        • …Christmas sales increase revealed in leaked memo
                                                          • …introduces heart-shaped crumpets for Valentine’s Day
                                                            • Booker Group
                                                              • …sales rise 5.9% in Q3
                                                                • …stakeholder attacks merger with Tesco
                                                                  • UK: Conviviality revenue up nearly 10% in H1 2018
                                                                    • UK: Co-op
                                                                      • …cuts prices on 600 everyday products
                                                                        • …signs advertising placement deal with Coronation Street
                                                                          • …to make own-brand tea bags plastic-free in sustainability fight
                                                                            • Hotel Chocolat reports Christmas sales surge
                                                                              • Iceland to abolish plastic packaging by 2023
                                                                                • Lidl
                                                                                  • …launches wine assistant chatbot
                                                                                    • …narrowly beats out Aldi in Christmas sales jump
                                                                                      • Morrisons
                                                                                        • …the last of ‘Big Four’ to scrap single-use plastic bags
                                                                                          • …to cut 1,500 store management jobs
                                                                                            • Ocado
                                                                                              • …sales up but profit flatlines thanks to investment
                                                                                                • Sainsbury’s
                                                                                                  • …buys Nectar
                                                                                                    • …says it ‘outperformed the market’ over Christmas
                                                                                                      • …stops petrol station trial with EuroGarages
                                                                                                        • …thousands of Sainsbury’s jobs at risk amid cost-cutting drive
                                                                                                          • Tesco
                                                                                                            • …sales up 2.3% over Christmas period
                                                                                                              • …could face costs up to £4 billion in equal pay claim
                                                                                                                • …cuts 1,700 shopfloor jobs
                                                                                                                  • …delays Clubcard changes after public outcry
                                                                                                                    • …to appoint Booker CEO Charles Wilson to head up merged business
                                                                                                                      • …to give away surplus food to staff
                                                                                                                        • Waitrose
                                                                                                                          • …and John Lewis experience promising Christmas and Black Friday
                                                                                                                            • …launches instore evening yoga classes
                                                                                                                              • …to ban black plastic packaging by 2019
                                                                                                                                • …to end ‘pick your own’ offers
                                                                                                                                • News Analysis – Clothing and Footwear

                                                                                                                                  • Ann Summers profits soar 180%
                                                                                                                                    • Arcadia demands discount from suppliers
                                                                                                                                      • Asos sales grow 30% thanks to delivery innovations
                                                                                                                                        • Blaiz moves from online to offline with first physical store
                                                                                                                                          • Bonmarché sales down as store performance declines
                                                                                                                                            • boohoo revenues up over 100% in UK and Europe
                                                                                                                                              • Burberry UK retail sales fall in Q3
                                                                                                                                                • East enters administration for second time in three years
                                                                                                                                                  • Joules edges closer to £100 million in sales in H1
                                                                                                                                                    • Matalan Christmas revenue up 7.3%
                                                                                                                                                      • Moss Bros issues profit warning as Christmas sales plummet
                                                                                                                                                        • N Brown revenue up 3.2% in Q3 as US sales soar
                                                                                                                                                          • New Look
                                                                                                                                                            • …bondholders appoint Rothschild to protect financial interests
                                                                                                                                                              • …managing directors leave the business
                                                                                                                                                                • …reportedly considering CVA
                                                                                                                                                                  • …sales fall in Q3
                                                                                                                                                                    • Pep&Co to roll out 150 more stores
                                                                                                                                                                      • Primark reports positive Christmas sales
                                                                                                                                                                        • Quiz revenues jump by nearly a third over Christmas
                                                                                                                                                                          • River Island opens first childrenswear shop
                                                                                                                                                                            • Seasalt Christmas sales up 52%
                                                                                                                                                                              • Shoe Zone sales fall in 2017
                                                                                                                                                                                • Superdry revenues grow nearly 14% in Christmas
                                                                                                                                                                                  • Ted Baker festive sales soar 9%
                                                                                                                                                                                    • Zara opens first click-and-collect store
                                                                                                                                                                                    • News Analysis – Multi-sector Retailing

                                                                                                                                                                                      • B&M sales rise 22.7% in Q3
                                                                                                                                                                                        • Marks & Spencer
                                                                                                                                                                                          • …appoints interim womenswear and lingerie directors
                                                                                                                                                                                            • …partners with data science company amid turnaround strategy
                                                                                                                                                                                              • …to close 14 stores
                                                                                                                                                                                                • …group sales fall in run up to Christmas
                                                                                                                                                                                                  • …to cut 1,500 store management jobs
                                                                                                                                                                                                    • Department stores
                                                                                                                                                                                                      • John Lewis
                                                                                                                                                                                                        • …launches personal loans
                                                                                                                                                                                                          • …rolls out more concierge desks
                                                                                                                                                                                                            • …to expand personal stylist service for men
                                                                                                                                                                                                              • Debenhams to cut 320 store management jobs
                                                                                                                                                                                                                • Fortnum and Mason sales rise thanks to British shoppers
                                                                                                                                                                                                                  • House of Fraser
                                                                                                                                                                                                                    • …has credit insurance cut
                                                                                                                                                                                                                      • …sales fall 2.9% over the festive period
                                                                                                                                                                                                                        • Selfridges Christmas figures up 10%
                                                                                                                                                                                                                        • News Analysis – Home and Household Goods

                                                                                                                                                                                                                          • Carpets and floorcoverings
                                                                                                                                                                                                                            • Carpetright suffers as post-Christmas sales fail to deliver
                                                                                                                                                                                                                              • ScS sales rise in H1
                                                                                                                                                                                                                                • DIY
                                                                                                                                                                                                                                  • B&Q to cut 200 jobs
                                                                                                                                                                                                                                    • Bunnings UK merchandise boss leaves for Australia
                                                                                                                                                                                                                                      • Homebase to close up to 40 stores as Wesfarmers deliberates UK exit
                                                                                                                                                                                                                                        • Electrical retailing
                                                                                                                                                                                                                                          • AO World revenue grows 11.4% in Q3
                                                                                                                                                                                                                                            • Dixons Carphone sales up 4% over Christmas as Alex Baldock becomes new CEO
                                                                                                                                                                                                                                              • Game Christmas sales up 5.2%
                                                                                                                                                                                                                                                • Maplin
                                                                                                                                                                                                                                                  • …launches ‘order now, pay later’ platform
                                                                                                                                                                                                                                                    • …looks for investment and rent reductions as Christmas sales fall
                                                                                                                                                                                                                                                      • Furniture retailing
                                                                                                                                                                                                                                                        • Sofology acquisition boosts DFS sales
                                                                                                                                                                                                                                                          • Warren Evans falls into administration
                                                                                                                                                                                                                                                            • Homewares
                                                                                                                                                                                                                                                              • Founder of The Range looks for £2 billion in listing
                                                                                                                                                                                                                                                                • Dunelm sales up 13.6% over Q2
                                                                                                                                                                                                                                                                • News Analysis – Online

                                                                                                                                                                                                                                                                  • BHS.com sales up 43%
                                                                                                                                                                                                                                                                    • Very takes the crown as Shop Direct celebrates record-breaking Christmas
                                                                                                                                                                                                                                                                    • News Analysis – Other Retail

                                                                                                                                                                                                                                                                      • Beauty
                                                                                                                                                                                                                                                                        • The Fragrance Shop festive sales up 5.6%
                                                                                                                                                                                                                                                                          • Superdrug Christmas sales boosted by online growth
                                                                                                                                                                                                                                                                            • Book and stationery retailing
                                                                                                                                                                                                                                                                              • Card Factory revenues up 5.9%
                                                                                                                                                                                                                                                                                • Waterstones in takeover talks with Elliot Advisors
                                                                                                                                                                                                                                                                                  • WH Smith sales fall thanks to poor high street performance
                                                                                                                                                                                                                                                                                    • The Works experiences best Christmas yet
                                                                                                                                                                                                                                                                                      • Petfood and petcare
                                                                                                                                                                                                                                                                                        • Pets at Home services boom helps sales grow 7.2%
                                                                                                                                                                                                                                                                                          • Sports and leisure goods retailing
                                                                                                                                                                                                                                                                                            • Bradley Wiggins teams up with Le Col to launch cycling apparel
                                                                                                                                                                                                                                                                                              • Halfords sales rise thanks to performance of bikes
                                                                                                                                                                                                                                                                                                • JD Sports up profit forecast after positive Christmas trading
                                                                                                                                                                                                                                                                                                  • Toys and games retailing
                                                                                                                                                                                                                                                                                                    • Toys R Us seeks offer for UK business
                                                                                                                                                                                                                                                                                                      • Travel
                                                                                                                                                                                                                                                                                                        • Network Rail station Christmas sales grow 9%
                                                                                                                                                                                                                                                                                                        • News Analysis – Economy

                                                                                                                                                                                                                                                                                                          • Footfall saw sharpest decline for four years in December
                                                                                                                                                                                                                                                                                                            • January retail sales edge up
                                                                                                                                                                                                                                                                                                              • Retail sales rise in December
                                                                                                                                                                                                                                                                                                                • Shop prices continue to deflate

                                                                                                                                                                                                                                                                                                                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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