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Description

Description

This month's UK Retail briefing includes:

  • An Analyst comment on the damage of discounting.
  • 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 – The Insidious Damage Done by Discounting

      • In the long term, constant discounting is counterproductive
        • Figure 1: Attitudes to pricing, Christmas 2016 and 2017
      • Buying online
        • Figure 2: Attitudes to discounts online, May 2017
      • Training to expect discounts
          • Figure 3: Attitudes to Black Friday promotions, November 2017
        • Electricals
          • Figure 4: Electrical goods buyers who had paid full price or a discounted price, Nov 2017
        • Where next?
        • UK Retail Sales

          • Key points
            • Retail sales
              • Figure 5: Retail sales trends, 2017/18
              • Figure 6: UK retail sales y/y growth, BRC vs ONS, 2016-18
            • John Lewis
              • Figure 7: John Lewis department stores: year-on-year growth, Apr 2017-Jun 2018
            • Inflation
              • Figure 8: Annual percentage change in the consumer price index for selected product groups, 2016-17
            • Inflation and wages
              • Figure 9: Real wages growth: wages growth vs inflation, Jan 2015-Apr 2018
            • Confidence
              • Figure 10: Mintel financial confidence tracker, January 2015-June 2018
            • Looking forward
            • Sector Focus – Food Retailing

                • Food experiences sudden drop in value
                  • Figure 11: Annual non-seasonally adjusted percentage change in the value sales of food retailers at current prices, Apr 2017-May 2018
                • Food volume steadily drops
                  • Figure 12: Annual non-seasonally adjusted percentage change in the chained volume of goods sold in food stores, Apr 2017-Apr 2018
                • Food inflation slows down
                  • Figure 13: Annual percentage change in the price of food and non-alcoholic beverages, Aug 2017-Apr 2018
                • Online food growth slows
                  • Figure 14: Internet food sales: value non-seasonally adjusted percentage change YoY, Apr 2017-Apr 2018
                • Online food as a % of all retailing
                  • Figure 15: Internet food sales: value non-seasonally adjusted internet sales as a proportion of all retailing Apr 2017-Apr 2018
                • A busy quarter for the sector…
                  • Asda and Sainsbury’s propose merger
                    • Co-op takeover of Nisa approved
                      • Ocado signs deal with Kroger in the US
                        • Where next?
                        • Launch Activity and Innovations

                          • UK: Amazon buys right to show Premier League matches
                            • UK: Argos and Lego team up for augmented reality offering
                              • UK: Hotel Chocolat initiates chocolate ‘amnesty’ for Waitrose shoppers
                                • UK: Superdrug launches piercing service
                                • Headlines for the Month

                                  • Food and Drink
                                    • Clothing and Footwear
                                      • Home and Household Goods
                                        • Online
                                          • Other retailing
                                            • Economy
                                            • News Analysis – Food and Drink

                                              • UK: Asda…
                                                • …full year profits fall
                                                  • …sales rise for fourth quarter in a row
                                                    • UK: Co-op…
                                                      • …to give away food to community groups to fight food waste
                                                        • …introduce reverse vending machines for plastic recycling
                                                          • UK: Morrisons sales up 3.6% in Q1
                                                            • UK: Hotel Chocolat repays ‘chocolate bonds’
                                                              • UK: Iceland aims to become a dementia-friendly retailer
                                                                • UK: Morrisons increases funding for ‘honesty’ fridges
                                                                  • UK: Tesco…
                                                                    • …seeks to create closed loop recycling system
                                                                      • …to close Tesco Direct
                                                                        • UK: Sainsbury’s introduces in-store ice cream parlours
                                                                          • UK: Waitrose collaborates with Bupa to launch in-store health checks
                                                                          • News Analysis – Clothing and Footwear

                                                                            • UK: Arcadia owner Taveta reports a 42% drop in profit
                                                                              • UK: Bags Etc enters administration
                                                                                • UK: Burberry profit rises and revenue dips over full year
                                                                                  • UK: Christo Wiese steps down from New Look board
                                                                                    • UK: H&M to change UK clothing sizes
                                                                                      • UK: Joules full year revenue up 18%
                                                                                        • UK: Matalan reports annual rise in profit and sales
                                                                                          • UK: MSGM to open first UK store
                                                                                            • UK: Monsoon losses fall in 2017
                                                                                              • UK: Moss Bros sales continue to decline but CEO remains optimistic
                                                                                                • UK: Mothercare…
                                                                                                  • …group profit falls 88%
                                                                                                    • …secures creditor support for CVA
                                                                                                      • …to accelerate store closures
                                                                                                        • …to close 50 stores as part of CVA
                                                                                                          • UK: Next…
                                                                                                            • …demands rent parity with struggling rivals
                                                                                                              • …first quarter sales rise 6%
                                                                                                                • UK: QUIZ…
                                                                                                                  • …partners with TOWIE cast members
                                                                                                                    • …profits and sales soar
                                                                                                                      • UK: Shoe Zone sales and profits rise in H1
                                                                                                                        • UK: Topshop/Topman falls to full year loss for 2017
                                                                                                                        • News Analysis – Home and Household Goods

                                                                                                                          • Carpet retailing
                                                                                                                            • UK: Carpetright…
                                                                                                                              • …launches plans to raise £60 million in funding
                                                                                                                                • …secures extra funding
                                                                                                                                  • DIY retailing
                                                                                                                                    • UK: Former Comet owner targets Homebase
                                                                                                                                      • UK: Graham & Brown launches decorating visualisation app
                                                                                                                                        • UK: Kingfisher sales down in Q1 due to weather conditions
                                                                                                                                          • UK: Topps Tiles profit falls in H1
                                                                                                                                            • UK: Wesfarmers sells Homebase for nominal £1 fee
                                                                                                                                              • UK: Wickes to axe a third of head office jobs
                                                                                                                                                • Electrical retailing
                                                                                                                                                  • UK: Buy It Direct makes offer for Maplin’s brand and online store
                                                                                                                                                    • UK: Dixons Carphone warns on profits and announces store-closing program
                                                                                                                                                      • Furniture retailing
                                                                                                                                                        • UK: Dunelm issues profit warning as store like-for-likes decline
                                                                                                                                                          • UK: Fabb Sofas goes into administration
                                                                                                                                                            • Garden centres
                                                                                                                                                              • UK: Wyevale Garden Centres put up for sale
                                                                                                                                                              • News Analysis – Online Retailing

                                                                                                                                                                • UK: Amazon…
                                                                                                                                                                  • …launches new campaign with PayPoint
                                                                                                                                                                    • …to create over 2,500 jobs
                                                                                                                                                                      • UK: BHS.com closed after less than two years of operating
                                                                                                                                                                        • UK: Ocado signs deal with Kroger
                                                                                                                                                                          • UK: Shop Direct…
                                                                                                                                                                            • …falls into loss as PPI claims hit profits
                                                                                                                                                                              • …to merge Very Exclusive with Very
                                                                                                                                                                                • UK: The Hut Group turnover increases 47%
                                                                                                                                                                                • News Analysis – Other Retailing

                                                                                                                                                                                  • Books and stationery retailing
                                                                                                                                                                                    • UK: Card Factory sales up in Q1
                                                                                                                                                                                      • UK: Smiggle sales up 91.7% in 2017
                                                                                                                                                                                        • Department stores
                                                                                                                                                                                          • UK: Debenhams…
                                                                                                                                                                                            • …and Estée Lauder unveil in-store #beautyhub
                                                                                                                                                                                              • …launches three new suiting brands
                                                                                                                                                                                                • UK: House of Fraser…
                                                                                                                                                                                                  • …could be shutting half of its stores
                                                                                                                                                                                                    • …insists it is ‘on track’ for CVA
                                                                                                                                                                                                      • …lenders demand shareholders inject funds into retailer
                                                                                                                                                                                                        • …losses climb to £44 million in 2017
                                                                                                                                                                                                          • …to shut more than half of its stores
                                                                                                                                                                                                            • UK: John Lewis acquires home improvement business Opun
                                                                                                                                                                                                              • Health and beauty retailing
                                                                                                                                                                                                                • UK: Feelunique partners with Veleza
                                                                                                                                                                                                                  • Luxury retailing
                                                                                                                                                                                                                    • UK: Desmond & Dempsey opens first pop-up shop
                                                                                                                                                                                                                      • Mixed goods retailing
                                                                                                                                                                                                                        • UK: B&M full year profits and revenues jump
                                                                                                                                                                                                                          • UK: Marks & Spencer…
                                                                                                                                                                                                                            • …profits drop 62.1% in 2017
                                                                                                                                                                                                                              • …to close more stores
                                                                                                                                                                                                                                • ..to rebrand to Markle & Sparkle for royal wedding
                                                                                                                                                                                                                                  • UK: Poundworld
                                                                                                                                                                                                                                    • …to appoint administrators
                                                                                                                                                                                                                                      • …Alteri nears rescue deal with Poundworld
                                                                                                                                                                                                                                        • …up for sale
                                                                                                                                                                                                                                          • Pets retailing
                                                                                                                                                                                                                                            • UK: Pets at Home services boost fails to stop profit falling in 2017
                                                                                                                                                                                                                                              • Sports and leisure goods
                                                                                                                                                                                                                                                • UK: Halfords sales rise but profits dip as it hires new chairman
                                                                                                                                                                                                                                                  • UK: JD Sports relaunches Supply & Demand brand
                                                                                                                                                                                                                                                    • UK: Mountain Warehouse sales rise by 22%
                                                                                                                                                                                                                                                      • Toys retailing
                                                                                                                                                                                                                                                        • UK: Jollyes bought by Kester Capital
                                                                                                                                                                                                                                                        • News Analysis – Economy

                                                                                                                                                                                                                                                          • UK: April retail sales edge up 0.8%
                                                                                                                                                                                                                                                            • UK: BRC figures show jump in retail sales of 4.1%
                                                                                                                                                                                                                                                              • UK: footfall declines 3.3% in April
                                                                                                                                                                                                                                                                • UK: government launches commission into high street
                                                                                                                                                                                                                                                                  • UK: landlords fight back against CVAs
                                                                                                                                                                                                                                                                    • UK: landlords to fight use of CVAs to cut rent
                                                                                                                                                                                                                                                                      • UK: Network Rail to ban retailers from supplying plastics
                                                                                                                                                                                                                                                                        • UK: shop prices drop in May

                                                                                                                                                                                                                                                                        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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