Sorry for interrupting, this website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Learn more
Accept & Close

UK Retail Briefing - May 2019

This month's UK Retail briefing includes:

  • An Analyst comment - Sainsbury's and Asda - Where Next?
  • An overview of the latest UK Retail sales.
  • Sector Focus - Online retailing - UK.
  • Highlights of the latest UK Retail trend observations
  • Monthly UK retail news headlines and analysis

What you get

What's included

Why buy from us?

Succeed

Our reports will provide you with market data, consumer research and competitive intelligence to succeed in your market.

Instant Access

Buy now and you'll have instant access to the information you need to make the right decisions.

Opportunities

Find out what's next in the markets that matter to you: where opportunities lie and what challenges you will face.

Trusted

A business Superbrand, Mintel is a source you can trust. We have been defining and refining the Market Intelligence mix since 1972.

Table of contents

  1. Analyst Comment – Sainsbury’s and Asda – Where Next?

      • Swings and roundabouts
        • Too many takeover bids
          • Asda getting its act back together
            • But where next for Asda?
              • An IPO looks to be the only option
                • Reinforcing the status quo
                • UK Retail Sales

                  • Key points
                    • Retail sales
                      • Figure 1: Retail sales trends, April 2018 – April 2019
                    • BRC vs ONS
                      • Figure 2: UK retail sales y/y growth, BRC vs ONS, April 2017-April 2019
                    • John Lewis
                      • Figure 3: John Lewis Department Stores: Year-on-Year Growth, October 2017 – May 2019
                    • Inflation
                      • Figure 4: Annual percentage change in the consumer price index for selected product groups, April 2018- April 2019
                    • Inflation and wages
                      • Figure 5: Real wages growth: Wages growth vs inflation, Jan 2016 – April 2019
                    • Consumer confidence
                      • Figure 6: Mintel Financial confidence tracker, January 2017 – March 2019
                    • Looking forward
                    • Sector Focus – Online Retailing

                        • Is online sales growth slowing?
                          • Figure 7: Online share of all retail sales, 2013 – 2019Q1
                        • Online – the seasonal pattern
                          • Figure 8: Online share of all retail sales, monthly, 2017-2019
                        • Pure players vs store based retailers
                          • Figure 9: Share of online sales, store based vs pure player retailers, 2014-2019Q1
                        • Electrical goods retailing – a consumer view
                          • Figure 10: Electrical goods: online share of spending 2014-2018
                          • Figure 11: Types of retailer electrical goods bought from in the last 12 months, December 2018
                        • Stores vs online – where next?
                          • Store based retailers
                            • Pure players
                            • Launch Activity and Innovations

                              • UK: Sainsbury’s
                                • …to start using the Evie electric van for grocery deliveries
                                  • …opens first checkout-free grocery store in London
                                    • UK: Waitrose launches gin tasting experience
                                      • UK: Primark opens its biggest store to date in Birmingham
                                        • UK: Topshop unveils 100% vegan shoe line
                                        • Headlines for the Month

                                          • Grocers
                                            • Clothing retailing
                                              • Footwear retailing
                                                • Department stores
                                                  • DIY retailing
                                                    • Homewares retailing
                                                      • Home Shopping
                                                        • Book and stationery retailing
                                                          • Health & beauty retailing
                                                          • News Analysis – Food and Drink

                                                            • Grocers
                                                              • UK: Morrisons
                                                                • …Q1 like-for-like sales up by 2.3%
                                                                  • …Ocado and Morrisons agree to suspend capacity at Erith CFC
                                                                    • UK: Sainsbury’s
                                                                      • …CMA blocks proposed Sainsbury's-Asda merger
                                                                        • …profits challenged by Asda merger blow
                                                                          • …British Land sells 12 Sainsbury’s stores for £429 million
                                                                            • UK: Tesco
                                                                              • …posts increase in full-year profits
                                                                                • …to offer 50% discounts for birthday loyalty scheme
                                                                                  • …to sell Jack's products to compete with discounters
                                                                                    • …urges online sales tax to fund business rates cut
                                                                                      • UK: Waitrose
                                                                                        • …brings pineberries back to its shelves
                                                                                          • …launching premium frozen food range
                                                                                            • UK: Walmart mulls Asda sale after failed Sainsbury's merger
                                                                                              • Off-licences
                                                                                                • UK: Majestic Wine to sell up to 200 sites
                                                                                                • News Analysis – Clothing and Footwear

                                                                                                  • UK: Arcadia set for crunch CVA meeting
                                                                                                    • UK: Bonmarché says Philip Day takeover offer undervalues the business
                                                                                                      • UK: Burberry abandons plans for Leeds manufacturing site
                                                                                                        • UK: H&M collaborates with Netflix on Stranger Things range
                                                                                                          • UK: Hugo Boss Q1 profits drop but sales forecast remains optimistic
                                                                                                            • UK: Instagram fashion star set to open pop-up store in Belgravia
                                                                                                              • UK: Monsoon & Accessorize potentially on the verge of launching a CVA
                                                                                                                • UK: New Look finishes debt restructure
                                                                                                                  • UK: Next sales up 4.5% during its first quarter
                                                                                                                    • UK: Poundland to extend its Pep&Co clothing range
                                                                                                                      • UK: Primark considering click and collect service
                                                                                                                        • UK: Quiz revenue increases by 12% but falls short of expectations
                                                                                                                          • UK: Select officially enters administration
                                                                                                                            • UK: Superdry issues another profit warning
                                                                                                                              • UK: Ted Baker appoints former retail HR director to board
                                                                                                                                • Footwear retailing
                                                                                                                                  • UK: LK Bennett to close 15 stores under new ownership
                                                                                                                                    • Department Stores
                                                                                                                                      • UK: Bennetts department store saved from collapse
                                                                                                                                        • UK: Debenhams
                                                                                                                                          • …CEO to stand down
                                                                                                                                            • …22 stores due for closure
                                                                                                                                              • UK: House of Fraser is to turn up to seven stores into a new luxury mini-chain
                                                                                                                                                • UK: John Lewis dominates customer satisfaction awards
                                                                                                                                                  • UK: Selfridges
                                                                                                                                                    • …palm oil free ahead of target
                                                                                                                                                      • …promotes Alannah Weston to chair of the department store group
                                                                                                                                                      • News Analysis – Household Goods

                                                                                                                                                        • DIY retailing
                                                                                                                                                          • UK: Homebase narrows half-year losses as turnaround bears fruit
                                                                                                                                                            • UK: Travis Perkins reports encouraging sales growth at Wickes and Toolstation
                                                                                                                                                              • Carpet retailing
                                                                                                                                                                • UK: Carpetright reports trading in line with expectations
                                                                                                                                                                  • Furniture retailing
                                                                                                                                                                    • UK: IKEA appoints new UK & Ireland boss
                                                                                                                                                                      • Homewares retailing
                                                                                                                                                                        • UK: H&M opens homewares concept store H&M Home in London
                                                                                                                                                                          • UK: Laura Ashley issues second profit warning
                                                                                                                                                                          • News Analysis – Online

                                                                                                                                                                            • UK: Angling Direct like-for-like sales up 28.5%
                                                                                                                                                                              • UK: Argos
                                                                                                                                                                                • …launches AR visual tool
                                                                                                                                                                                  • …opens first self-service digital store
                                                                                                                                                                                    • UK: Boohoo hails excellent full year results
                                                                                                                                                                                      • UK: Gymshark's new funding round to value it at £500 million
                                                                                                                                                                                        • UK: Made.com launches tech innovation lab
                                                                                                                                                                                          • UK: N Brown profits grow despite a slip in sales
                                                                                                                                                                                            • UK: Shop Direct's transfer deal to safeguard 200 jobs
                                                                                                                                                                                            • News Analysis – Other Retail

                                                                                                                                                                                              • Book and stationery retailing
                                                                                                                                                                                                • UK: Card Factory reports fall in profit
                                                                                                                                                                                                  • UK: The Works reports 13.2% increase in full year revenue
                                                                                                                                                                                                    • UK: WHSmith profits fall amid InMotion acquisition
                                                                                                                                                                                                      • Health & beauty retailing
                                                                                                                                                                                                        • UK: Boots teams up with Fenty Beauty by Rihanna
                                                                                                                                                                                                          • UK: The Hut Group acquires Eclectic Hotel Group
                                                                                                                                                                                                            • Sports and leisure goods retailing
                                                                                                                                                                                                              • UK: Berghaus commits major investment to its new product and innovation team
                                                                                                                                                                                                                • UK: Cotswold Outdoor owner launches CVA
                                                                                                                                                                                                                  • UK: Sports Direct closes Wigan warehouse
                                                                                                                                                                                                                    • Garden Centres
                                                                                                                                                                                                                      • UK: Wyevale
                                                                                                                                                                                                                        • …announces changes to its loyalty scheme
                                                                                                                                                                                                                          • …sells 31 garden centres to Dobbies
                                                                                                                                                                                                                            • Shopping centres
                                                                                                                                                                                                                              • UK: Coal Drops Yard to welcome new brands this summer
                                                                                                                                                                                                                                • UK: Intu
                                                                                                                                                                                                                                  • …hit by store slump
                                                                                                                                                                                                                                    • …piloting in-store cashback app
                                                                                                                                                                                                                                      • …sells 50% stake in Derby shopping centre
                                                                                                                                                                                                                                      • News Analysis – Economy

                                                                                                                                                                                                                                        • UK: March retail sales up by 4.4%
                                                                                                                                                                                                                                          • UK: Retail footfall rises in March
                                                                                                                                                                                                                                            • UK: Retail sales ‘below’ expectation for April
                                                                                                                                                                                                                                              • UK: Total retail advertising spend fell in 2018

                                                                                                                                                                                                                                              UK Retail Briefing - May 2019

                                                                                                                                                                                                                                              US $377.39 (Excl.Tax)