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UK Retail Briefing - November 2017

This month's UKRetailbriefing includes:

  • An Analyst comment on the Tesco/Booker deal.
  • On overview of the latest UKRetail sales.
  • Sector Focus - Food Retailing - UK.
  • Highlights of the latest UKRetail trend observations
  • Monthly UKretail news headlines and analysis

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Table of contents

  1. Analyst Comment: Tesco – Booker, a provisional go-ahead

      • Wholesalers concerns dismissed
        • Focus on retailing and the consumer
          • Different sorts of C-store
            • Just a battle, not the war
              • Where next?
              • UK Retail Sales

                • Key points
                  • Retail sales
                    • Figure 1: Retail sales trends, 2016/17
                    • Figure 2: UK retail sales y/y growth, BRC vs ONS, Oct 2015- Oct 2017
                  • John Lewis
                    • Figure 3: John Lewis: Year-on-year growth, Oct 2016- Oct 2017
                  • Rising inflation
                    • Figure 4: Annual percentage change in the consumer price index for selected product groups, 2016-17
                  • Inflation and wages
                    • Figure 5: Real wages growth: Wages growth vs inflation, 2012-17
                  • Confidence
                    • Figure 6: Mintel confidence tracker, current financial situation and situation compared to one year earlier, Jan 2014- Oct 2017
                  • Looking forward
                  • Sector Focus – Food Retailing

                      • Underlying trends
                        • Specialists vs non-specialists
                          • Figure 7: Supermarkets and all retailers sales growth, 2016-17
                          • Figure 8: Supermarkets’ sales as % all retail sales, 2006-17
                          • Figure 9: Food specialists as % all food retailers sales, 2006-16
                        • The hard discounters
                          • Figure 10: Aldi plus Lidl, share of all food retailers sales, 2006-16
                        • Food inflation
                          • Figure 11: Inflation in food and drink, 2015-17
                          • Figure 12: Food and drink, 2 year change in prices, Oct 2015-Oct 2017
                        • Winners and losers
                            • Figure 13: Leading food retailers, like-for-like growth 2017
                          • Wholesaling
                            • Where Next?
                            • Innovation and Launch Activity

                              • Debenhams to launch instore gyms
                                • River Island unveils first unisex kidswear collection
                                  • Travelodge opens in Intu shopping centre
                                    • Aldi reveals wine advent calendar
                                      • John Lewis launches ‘concierge’ shopping experience
                                        • UK: Marks & Spencer to start selling mortgages
                                          • UK: Waitrose trials packaging made from tomato plants
                                          • Headlines for the Month

                                            • Co-ops
                                              • Grocers
                                                • Clothing retailing
                                                  • Multi-sector retailing
                                                    • Department stores
                                                      • Home shopping
                                                        • Book and stationery retailing
                                                        • News Analysis – Food and Drink

                                                          • Co-ops
                                                            • UK: Nisa recommends the Co-op takeover offer to its members
                                                              • Grocers
                                                                • UK: Asda names Roger Burnley as new CEO
                                                                  • UK: Morrisons sales rise for eighth consecutive quarter
                                                                    • UK: Sainsbury's
                                                                      • …cuts 2,000 jobs
                                                                        • …expands one hour delivery
                                                                          • …launches grab & go van
                                                                            • …sales up 17%
                                                                              • …sets up record label
                                                                                • UK: Tesco launches Christmas advert alongside charity pledge
                                                                                  • Off-licences
                                                                                    • UK: Conviviality retail sales up 10%
                                                                                      • UK: Majestic Wine appoints new non-executive director
                                                                                      • News Analysis – Clothing and Footwear

                                                                                        • UK: AllSaints sales increase by 20% whilst profits fall
                                                                                          • UK: Burberry
                                                                                            • …chief creative officer to leave the company
                                                                                              • …revenues rise 9%
                                                                                                • UK: FatFace record fall in profits despite increase in revenue
                                                                                                  • UK: French Connection to start selling affordable bridalwear
                                                                                                    • UK: Jigsaw seeks new ownership
                                                                                                      • UK: Matalan sales rise in Q2
                                                                                                        • UK: Next sales rise thanks to online performance
                                                                                                          • UK: Peter Werth to close all physical stores
                                                                                                            • UK: Primark sales soar 19%
                                                                                                              • UK: QUIZ sees strong growth
                                                                                                                • UK: Sales up at Coast and Oasis
                                                                                                                  • UK: Superdry retail up 12.8%
                                                                                                                    • UK: Ted Baker retail sales grow
                                                                                                                      • UK: Zara sales rise whilst profits fall
                                                                                                                        • UK: Footasylum to float on AIM
                                                                                                                          • UK: Shoe Zone revenues fall in 2016
                                                                                                                          • News Analysis – Multi-Sector

                                                                                                                            • UK: Argos increases Fast Track capabilities with new fulfilment centres
                                                                                                                              • UK: Flying Tiger Copenhagen sees former owner return
                                                                                                                                • UK: Halfords profits fall 9.8%
                                                                                                                                  • UK: Mothercare to look at cutting up to 200 jobs
                                                                                                                                    • UK: M&S
                                                                                                                                      • …clothing director leaves for White Stuff
                                                                                                                                        • …potentially to close more stores
                                                                                                                                          • …to start selling mortgages
                                                                                                                                            • …sales rise 2.6%
                                                                                                                                              • Shopping centres
                                                                                                                                                • UK: Travelodge opens in Intu shopping centre
                                                                                                                                                  • Department stores
                                                                                                                                                    • UK: Debenhams
                                                                                                                                                      • …profits fall by 44.2%
                                                                                                                                                        • UK: Harrods profits soar
                                                                                                                                                          • UK: Liberty sales, footfall and profit rise
                                                                                                                                                            • UK: Selfridges sales increase by 16%
                                                                                                                                                            • News Analysis – Home and Household Goods

                                                                                                                                                              • DIY retailing
                                                                                                                                                                • UK: Bunnings
                                                                                                                                                                  • …sales fell by 17.5% in Q1
                                                                                                                                                                    • …to open 100 UK stores over five to eight years
                                                                                                                                                                      • UK: Travis Perkins sees sales rise
                                                                                                                                                                        • Electrical retailing
                                                                                                                                                                          • UK: Carphone Warehouse collaborates with Goji and Nails Inc
                                                                                                                                                                            • Carpet retailing
                                                                                                                                                                              • UK: Carpetright sales up by 1.8%
                                                                                                                                                                                • Furniture retailing
                                                                                                                                                                                  • UK: Dunelm profits and sales rise
                                                                                                                                                                                    • UK: The Range to open beach-themed store
                                                                                                                                                                                    • News Analysis – Online shopping

                                                                                                                                                                                      • UK: Amazon
                                                                                                                                                                                        • …expands Dash button range to more than 100 brands
                                                                                                                                                                                          • …introduces Amazon Prime Villages
                                                                                                                                                                                            • …to open pop-up Black Friday shop
                                                                                                                                                                                              • …teams up Booths
                                                                                                                                                                                                • UK: Asos
                                                                                                                                                                                                  • …introduces try before you buy
                                                                                                                                                                                                    • …launches same-day delivery
                                                                                                                                                                                                      • …profits and sales soar thanks to weak pound
                                                                                                                                                                                                        • UK: Feelunique starts same-day delivery in London
                                                                                                                                                                                                          • UK: N Brown profits stagnate whilst revenue rises
                                                                                                                                                                                                            • UK: Rakuten expands European loyalty program
                                                                                                                                                                                                            • News Analysis – Other News

                                                                                                                                                                                                              • Health & beauty retailing
                                                                                                                                                                                                                • UK: LloydsPharmacy to close 190 stores
                                                                                                                                                                                                                  • Book and stationery retailing
                                                                                                                                                                                                                    • UK: Paperchase profits fall
                                                                                                                                                                                                                      • UK: WH Smith travel section boosts growth
                                                                                                                                                                                                                        • Sports and leisure goods retailing
                                                                                                                                                                                                                          • UK: Cotswold Outdoors profits fall
                                                                                                                                                                                                                            • UK: Go Outdoors sales rise 5.8%
                                                                                                                                                                                                                              • UK: Sports Direct prepares for triathlon store rollout
                                                                                                                                                                                                                                • Pets and pet products retailing
                                                                                                                                                                                                                                  • UK: Just for Pets bought by PRS Trading Ltd
                                                                                                                                                                                                                                  • News Analysis – Economy

                                                                                                                                                                                                                                    • UK: British Retail Consortium
                                                                                                                                                                                                                                      • …footfall drops for September
                                                                                                                                                                                                                                        • …September retail sales growth driven by clothes and food
                                                                                                                                                                                                                                          • …shop price deflation remains low
                                                                                                                                                                                                                                            • …worst performance of non-food sales since 2011
                                                                                                                                                                                                                                              • UK: Inflation at highest point for five years
                                                                                                                                                                                                                                                • UK: ONS shows positive retail figures for September
                                                                                                                                                                                                                                                  • UK: Unilever, Mars and and Reckitt Benckiser to sell direct to consumer

                                                                                                                                                                                                                                                  UK Retail Briefing - November 2017

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