英國零售產業：家庭用品

Abstract

About this report

UK Retail Briefing is a monthly briefing providing news and analysis that includes company results, store openings, cross-border moves, M & A activities, executive changes and property developments. Additionally each month, UK Retail Briefing focuses on a key issue or specific UK retail sector. The month' s retail news is then analysed sector by sector, making this an invaluable resource for all with an interest in the UK retail industry.

Table of Contents

• Analyst' s Comment
• Tesco boosting its loyalty programme
• Consumers don' t like loyalty cards
• Loyalty cards -- trading stamps
• The costs of learning about your customers
• Headlines for the Month
• Food retailers
• Clothing retailers
• Mixed Goods
• Multi-sector
• Department stores
• DIY
• Electricals
• Miscellaneous
• Retail Sales -- Background and Outlook
• Retail sales trends
  • Figure 1: Retail sales trends, 2008-09
• Early indications for August
  • Figure 2: UK retail sales y/y growth, BRC vs ONS, 2007/09
  • Figure 3: John Lewis: Year-on-year growth, 2008-09
• Inflation and wages
  • Figure 4: RPI vs Wage rate growth, 2007-09
• RPI moving up again
  • Figure 5: Annual percentage change in Retail Price Index for selected product groups, 2008-09
• Looking forward
• Sector Focus -- Furniture, Carpets and DIY
• Housing
  • Figure 6: Housing transactions, 2005-09
  • Figure 7: UK house prices, 2000-09
• Furniture
  • Figure 8: Furniture retailers, sales trends, 1999-2008
  • Figure 9: Furniture retailers, year-on-year sales growth, 2007-09
• Carpets
  • Figure 10: Carpet retailers, sales trends, 1999-2008
  • Figure 11: Carpet retailers relative to all retail sales, 2007-09
• DIY
  • Figure 12: DIY retailers, sales trends, 1999-2008
  • Figure 13: DIY retailers relative to all retail sales, 2007-09
• Retail price inflation
  • Figure 14: Indices of retail prices for product categories (household goods), Jan 2004-Aug 2009
• Consumer expenditure
  • Figure 15: Consumer expenditure on selected product categories, 2004-09 (Q1)
• Leading retailers
• Furniture retailers
  • Figure 16: Furniture retailers' sales relative to all retail sales, 1999-2009
  • Figure 17: Furniture retailers -- Leading specialists, 2008/09
• Carpets
  • Figure 18: Carpet retailers' sales relative to all retail sales, 1999-2009
  • Figure 19: Carpet retailers -- Leading specialists, 2008/09
• DIY
  • Figure 20: DIY retailers' sales relative to all retail sales, 1999-2009
  • Figure 21: DIY retailers -- Leading specialists, 2007/08
• Advertising News
• New campaigns
• Comet sponsors WWTBM on ITV1
• Currys unveils new ad campaign
• M&S trials QR codes on juice bottles
• Morrison' s plays poems
• Sainsbury' s in X-Factor tie-up
• Tesco extends double-points offer
• Waitrose in direct marketing push
• Accounts gains and losses
• Burberry hires BBH
• Fat Face hands ad account to MCBD
• Holland & Barrett drops WCRS
• Iceland retains Tom Reddy ad agency
• JD Williams hands £20 million media account to MediaVest
• John Lewis takes paid-search business in-house
• Lida wins Signet DM account
• Executive Appointments
• Adams appoints new chief
• Ann Summers hires new marketing manager
• Clarks chief executive Bolliger to retire
• Jessops appoints new CEO
• M&S starts search for new chief
• Robert Dyas names new chairman, concludes debt deal
• The Month in UK Retailing
• Bakers (retail)
• Greggs enjoys profit increase
• Thorntons
• ... completes refinancing
• ... FY profits down 4.5%
• Co-ops (retail)
• Co-op launches legal service ad campaign
• Grocers
• Asda
• ... posts strong Q2 sales
• ... branches into life insurance market with LV
• Morrisons H1 profits soar 45%
• Sainsbury' s
• ... opens largest Northern Irish store
• ... announces Scottish expansion plans
• ... to triple games marketing budget
• Tesco
• ... sets up weather team
• ... seals partnership with Fortis
• Off-licences
• Majestic Wine halves minimum bottle purchase
• Other food specialists
• Holland & Barrett receives approval for Julian Graves takeover
• Clothing retailing
• Alexon to relaunch Ann Harvey
• Ben Sherman losses widen
• High & Mighty sold to N Brown
• Jaeger completes Aquascutum purchase
• Mackays sees profit fall
• Matalan to create 1,800 jobs
• Primark expects FY LFLs up 7%
• Mixed goods retailing
• Wilkinson posts record FY sales
• Multi-sector retailing
• HMV posts results, buys 7Digital stake
• Home Retail posts better-than-expected Q2 results
• Laura Ashley H1 sales up 6%
• M&S starts search for new chief
• Department stores
• Debenhams demands improved terms from suppliers
• Fenwick posts solid FY results
• Harrods sees FY sales rise 9%
• House of Fraser sees profits soar 16% in H1
• DIY retailing
• Kingfisher rushed to reveal H1 profits after data leak
• Focus
• ... CVA likely to succeed
• ... saved from administration
• Electrical retailing
• Kesa group sales dip despite rise at Comet
• DSGi sales down 6%
• Carpet retailing
• Allied Carpets announces redundancies
• Home shopping
• Findel fundraising receives strong backing
• Littlewoods launches in Europe
• Moonpig doubles profits
• Health and beauty retailing
• Lloyds Pharmacy to provide high street healthcare
• Sports and leisure goods retailing
• Sports Direct ups profit forecast as sales jump
• Jewellers
• Signet
• ... suffers Q2 LFLs drop
• ... Q2 profit jumps thanks to cost cuts
• Theo Fennell swings to £3.3 million FY loss
• Toys and games retailing
• Hamleys FY losses mount