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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

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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: 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

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