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 and close



This review looks at:

  • DIY monthly retail sales, 2014-15
  • Annual percentage change in online retail sales, and online retail sales as a percentage of all retail sales, 2010-2020
  •  Annual % change in consumer price index for furniture, household equipment and routine maintenance and overall CPI, 2014-15
  • Number of residential property transactions in the UK with a value of £40,000 or above, 2007-2014
  • % of individuals living in households by tenure, 2010-14
  • Performance of the Leading UK DIY retailers
We also include Analyst Comments on Black Friday and the latest trading performance among the leading Grocery multiples.

What's included

What's included

Table of contents

Table of contents

  1. Analyst Comments

    • Black Friday
      • Asda standing apart
        • Tesco
          • The others
            • Implications
              • Supermarkets
                • Third quarter results
                  • Figure 1: Leading food retailers: Latest quarter, like-for-like sales growth, excluding fuel, November 2015
                • Kantar data
                  • What is going on? – short term
                    • Longer term
                      • Where next?
                      • Retail Sales – Background and Outlook

                        • Key points
                          • Retail sales trends
                            • Figure 2: Retail sales trends, 2014/15
                            • Figure 3: UK retail sales y/y growth, BRC vs ONS, 2013-15
                          • John Lewis
                            • Figure 4: John Lewis: Year-on-Year Growth, 2014-15
                          • Inflation and wages
                            • Figure 5: Real wages growth: Wages growth vs inflation, 2010-15
                          • Inflation
                            • Figure 6: Annual percentage change in the consumer price index for selected product groups, 2014-15
                          • Looking forward
                          • Sector Focus – DIY Retailing

                              • A cool spring hurts retail sales
                                • Figure 7: DIY and Hardware specialists sales: annual % change Jan 2014-Sep 2015
                              • Deflation a downward driver
                                • Figure 8: Annual% change in consumer price index for furniture, household equipment & routine maintenance and overall CPI, Jan 2014-Sep 2015
                              • Property market continues to improve…..
                                • Figure 9: Number of residential property transactions in the UK with value of £40,000 or above, 2007-14
                              • …..but the issues around renting remain
                                • Figure 10: Percentage of individuals living in households by tenure, 2010-14
                              • Performance of the majors in 2015
                                • Figure 11: Leading DIY retailers: annual % change in total sales, Q1, Q2 and H1 2015
                                • Figure 12: Leading DIY retailers: annual % change in like-for-like sales, Q1, Q2 and H1 2015
                            • Headlines for the Month

                              • Grocers
                                • Clothing retailers
                                  • Multi-sector retailing
                                    • Department stores
                                      • Furniture and homeware retailing
                                        • Home shopping
                                          • Sports and leisure goods retailing
                                            • Economy
                                            • New Analysis – Food

                                              • Convenience stores
                                                • UK: McColl’s to divest 100 newsagents
                                                  • UK: One Stop to participate in Black Friday
                                                    • UK: Rebranded My Local stores open their doors
                                                      • Grocers
                                                        • UK: Asda
                                                          • …announces Project Renewal
                                                            • …hires Sainsbury’s retail and operations director
                                                              • …may scale back Black Friday involvement
                                                                • …unveils Halloween VR experience
                                                                  • UK: Booths sales decline amid competitive market
                                                                    • UK: Morrisons
                                                                      • …implements food donation programme
                                                                        • …sales fall 2.0% in Q3
                                                                          • UK: Sainsbury’s
                                                                            • …experiments with new formats
                                                                              • …outperforms the grocery market again
                                                                                • UK: Tesco
                                                                                  • …changes ‘Price Promise’ to ‘Brand Guarantee’
                                                                                    • …launches Arcadia brands in Extra stores
                                                                                      • UK: Waitrose
                                                                                        • …launches standalone Kitchen website
                                                                                          • …Mark Price stands down
                                                                                            • Other food and drink specialists
                                                                                              • France: Biocoop plans forty new store openings
                                                                                                • Italy: New French fine food store opens in Rome
                                                                                                  • UK: Greggs eyes expansion to 2,000 outlets
                                                                                                    • UK: Majestic Wine introduces simpler pricing proposition
                                                                                                    • News Analysis - Non-Food

                                                                                                      • Clothing retailing
                                                                                                        • UK: All Saints sales grow 6%
                                                                                                          • UK: Brantano and Jones Bootmaker sold for £12m
                                                                                                            • UK: Burberry
                                                                                                              • …moves production to Leeds
                                                                                                                • …to merge Prorsum, Brit and London labels
                                                                                                                  • UK: Harris Tweed’s golfing range drives growth
                                                                                                                    • UK: Hunter Boot revenues rise 17%
                                                                                                                      • UK: Jack Wills founder back at the helm as losses widen
                                                                                                                        • UK: M&Co hosts Yours Clothing concession
                                                                                                                          • UK: Mothercare UK like-for-like sales up 6.5%
                                                                                                                            • UK: New Look
                                                                                                                              • …revenues rise 5.9%
                                                                                                                                • …to open at least 15 menswear stores in 2016
                                                                                                                                  • UK: Oasis to unveil new London concept store
                                                                                                                                    • UK: Office doubles profits despite investments
                                                                                                                                      • UK: Pandora UK revenues surge 50.5%
                                                                                                                                        • UK: Pep&Co founder to launch a new discount variety chain
                                                                                                                                          • UK: Primark revenues rise 8%
                                                                                                                                            • UK: Reiss
                                                                                                                                              • …plots international expansion following record sales
                                                                                                                                                • …profits surge on the back of organic growth
                                                                                                                                                  • UK: Scarlett & Jo launches e-commerce site
                                                                                                                                                    • UK: Shoe Zone trades well in the second half
                                                                                                                                                      • UK: Superdry retail revenues surge 30.9%
                                                                                                                                                        • UK: Topshop hosts 3D printed jewellery pop-up
                                                                                                                                                          • UK: Whistles hosts dedicated menswear pop-up
                                                                                                                                                            • Multi-sector retailing
                                                                                                                                                              • UK: Home Retail warns on profits as Black Friday approaches
                                                                                                                                                                • UK: Marks and Spencer’s
                                                                                                                                                                  • …delivers ‘good’ underlying profit growth
                                                                                                                                                                    • …unveils Sparks loyalty scheme
                                                                                                                                                                      • …releases ‘mobile-first’ Christmas campaign
                                                                                                                                                                        • UK: Matalan warehousing issues hit profits
                                                                                                                                                                          • UK: Next Q3 brand sales rise 6.0%
                                                                                                                                                                            • Department stores
                                                                                                                                                                              • UK: Bhs exploring sale of Oxford Street flagship
                                                                                                                                                                                • UK: Debenhams delivers profit in line with expectations
                                                                                                                                                                                  • UK: Fenwick reports falling sales and profits
                                                                                                                                                                                    • UK: Harrods luxury brand focus drives sales up 1.2%
                                                                                                                                                                                      • UK: John Lewis unveils Christmas Man on the Moon advert
                                                                                                                                                                                        • UK: Liberty to launch new brand collaborations
                                                                                                                                                                                          • UK: Selfridges reports 4.3% rise in sales
                                                                                                                                                                                            • DIY retailing
                                                                                                                                                                                              • UK: Travis Perkins sales grow 5.5%
                                                                                                                                                                                                • Electrical retailing
                                                                                                                                                                                                  • UK: Currys PC World trials collection in Carphone Warehouse stores
                                                                                                                                                                                                    • Furniture and homeware retailing
                                                                                                                                                                                                      • UK: Carpetright sales rise 2.5%
                                                                                                                                                                                                        • UK: Habitat unveils redesigned flagship store
                                                                                                                                                                                                          • UK: Ikea creates animated films for toy launch
                                                                                                                                                                                                            • Home shopping
                                                                                                                                                                                                              • UK: Asos revenues climb 18%
                                                                                                                                                                                                                • UK: EBay and Argos extend partnership
                                                                                                                                                                                                                  • UK: Missguided generates £4m from personalisation
                                                                                                                                                                                                                    • UK: N Brown first-half revenues rise 4.2%
                                                                                                                                                                                                                      • UK: Photobox sold for £400m
                                                                                                                                                                                                                        • UK: Shop Direct profits surge 78%
                                                                                                                                                                                                                          • Health and beauty retailing
                                                                                                                                                                                                                            • UK: Well completes rebrand of 782 pharmacies
                                                                                                                                                                                                                              • Toy and games retailing
                                                                                                                                                                                                                                • UK: GAME full-year revenues up 0.6%
                                                                                                                                                                                                                                  • UK: Hamleys
                                                                                                                                                                                                                                    • …owners in negotiations to sell business
                                                                                                                                                                                                                                      • …sale agreed
                                                                                                                                                                                                                                        • UK: Toys R Us reports first profit growth in five years
                                                                                                                                                                                                                                          • Sports and leisure goods retailing
                                                                                                                                                                                                                                            • UK: Go Outdoors benefits from the ‘glamping’ trend
                                                                                                                                                                                                                                              • UK: Mountain Warehouse sales rise as it announces China launch
                                                                                                                                                                                                                                                • UK: North Face opens new Regent Street flagship
                                                                                                                                                                                                                                                  • UK: Wiggle UK sales surge 26%
                                                                                                                                                                                                                                                    • Greetings cards and stationary retailing
                                                                                                                                                                                                                                                      • UK: Paperchase secures £50m funding
                                                                                                                                                                                                                                                        • UK: WH Smith focuses on profits as high street sales slip
                                                                                                                                                                                                                                                          • Pet retailing
                                                                                                                                                                                                                                                            • UK: Pets at Home revenues grow 6.0%
                                                                                                                                                                                                                                                              • Shopping locations
                                                                                                                                                                                                                                                                • UK: Bradford Broadway opens its doors
                                                                                                                                                                                                                                                                  • UK: Intu boasts of improved occupancy rates
                                                                                                                                                                                                                                                                    • UK: Retail footfall improves as Christmas nears
                                                                                                                                                                                                                                                                      • Economy
                                                                                                                                                                                                                                                                        • UK: Government to launch price comparison consultation
                                                                                                                                                                                                                                                                          • UK: Retailers divided over Sunday trading debate
                                                                                                                                                                                                                                                                            • UK: Retail sales rise 3.4% in September
                                                                                                                                                                                                                                                                              • UK: Retail sales slow to 0.9% in October
                                                                                                                                                                                                                                                                                • UK: September retail sales boosted by bank holiday

                                                                                                                                                                                                                                                                                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.

                                                                                                                                                                                                                                                                                Trusted by companies. Big and small.

                                                                                                                                                                                                                                                                                • bell
                                                                                                                                                                                                                                                                                • boots
                                                                                                                                                                                                                                                                                • google
                                                                                                                                                                                                                                                                                • samsung
                                                                                                                                                                                                                                                                                • allianz
                                                                                                                                                                                                                                                                                • kelloggs
                                                                                                                                                                                                                                                                                • walgreens
                                                                                                                                                                                                                                                                                • redbull
                                                                                                                                                                                                                                                                                • unilever
                                                                                                                                                                                                                                                                                • Harvard
                                                                                                                                                                                                                                                                                • pinterest
                                                                                                                                                                                                                                                                                • new-york-time