英国の小売業：衣類小売部門

Abstract

UK Retail Briefing is a monthly news digest service, which brings together news on companies and their business environments. The coverage is split by sector and supplemented by soundbite-style commentary and opinion. Recent sales figures are given with month-by-month trends for each sector, plus an inflation monitor highlighting key developments. All companies are indexed in each issue, giving you the option of short-cutting to news of your own organisation, key competitors or clients.

Table of Contents

• Analyst Comment
• Some Christmas
• Some went according to plan
• Demand for quality
• The internet
• Casualties
• Outlook for 2007
• Consumers still in boom mode
• The Month in UK Retailing
• Bakers (retail)
• Greggs' likes-for-likes up for Xmas
• Thorntons rebounds after difficult Q1
• Co-ops (retail)
• Co-operative Group enjoys soaring Xmas sales
• Grocers
• Asda
• ...launches into furniture market
• ...and cuts petrol prices
• "Recovery on track," says Sainsbury' s
• Tesco
• ...surpasses festive forecasts
• ...kicks off 2007 price war
• ...promises ' green consumption revolution'
• ...and moves into house-building
• Supermarkets
• ...escape crackdown
• ...as BRC calls for end to enquiry
• Morrisons
• ...posts Christmas like-for-likes increase
• ...and prepares to axe logo
• Off-licences
• A Majestic Christmas
• Mixed Goods Retailing
• Instore recovers momentum over Christmas
• Wilkinson extends RightPrice range
• Woolworths
• ...posts dismal festive results
• ...and may close up to 200 stores
• Multi-Sector Retailing
• Alliance Boots reports Q3 profits
• Online sales soar at Virgin Megastores
• HMV reports operating loss
• Home Retail reports disappointing Christmas trading
• Sales rise at John Lewis
• Laura Ashley sees sales slow in H2
• Next suffers difficult Christmas on the High Street
• Marks & Spencer
• ...reports a good Christmas
• ...aims to become carbon-neutral
• ...and adds £500m to pension funding
• Department stores
• Beales suffer tough Christmas
• Debenhams down at Christmas
• Harrods ditches store cards
• House of Fraser enjoys best ever Christmas
• DIY Retailing
• Focus examines sale options
• Topps Tiles beats tough trading
• Electrical Retailing
• Kesa powers ahead
• DSG posts strong UK results
• Homewares Retailing
• Dunelm sales show strength
• Home shopping
• Asos continues form over Christmas
• Flying Brands hit by garden division sales
• Littlewoods signs up Trinny and Susannah
• N Brown sees festive sales soar
• White Company continues to grow
• Book and Stationery Retailing
• Pre-Christmas sales please Clinton Cards
• Music Zone, Greeting Card Group enter administration
• Greeting Card Group sold in MBO
• WH Smith reports further sales decline
• Sports and leisure goods retailing
• Sales continue to grow at John David
• Sports goods retailers face compensation claim
• Christmas sales disappoint Blacks Leisure
• JJB Sports reports pleasing Christmas results
• Jewellers
• Signet' s like-for-likes rise
• Theo Fennell reveals record Xmas
• Garden centres
• Blooms of Bressingham
• ...pleased with Xmas trading
• ...and enters takeover talks
• Christmas sees Dobbies' sales jump over 30%
• Toys and games retailing
• An impressive Christmas for Game Group
• Hamleys' boosted by festive sales
• Miscellaneous specialist retailing
• Jessops' like-for-likes disappoint for December
• Executive Appointments
• Alliance Pharmacy appoints trading and marketing director
• Brown Thomas to search for new chief executive
• George appoints Next director
• Habitat UK manager to quit
• Harris to split his Carpetright roles
• HMV ousts UK head
• Kurt Geiger hires retail chief
• John Lewis appoints new MD
• Lidl appoint top marketer
• Limited exec joins QVC
• Lister joins New Look team
• Myriad loses top exec ahead of sale
• Recovery plan for Dolcis
• Two more directors quit Matalan
• United Carpets appoints Tricker
• Virgin Megastores appoint marketing chiefs
• Waitrose marketing chief quits
• Wharton joins Musgrave Budgens Londis
• Product Development -- Baked Goods
• Asda
• Marks & Spencer
• Morrisons
• Somerfield
• Tesco
• Waitrose
• Advertising News
• New Campaigns
• Asos to sponsor America' s Next Top Model
• Carphone Warehouse suspends CBB sponsorship
• First TV ads for Ilva
• £4m food labelling campaign launched
• Former Mis-Teeq star the new face of Ecko Red
• Liz Hurley named new face of Monsoon
• Morrisons £1m healthy eating campaign
• MTV and The Body Shop introduce HIV/Aids campaign
• Threshers discount a success
• Traffic lights food campaign airs
• Account gains/losses
• Agent Provocateur hires Blowfish Digital
• Carat and Zenith to fight for Superdrug
• Hammonds appoints Doner Cardwell
• House of Fraser £3m advertising review
• Otto UK consolidates media task
• PC World appoints Baber Smith
• Sainsbury' s hire TMW for £1m DM task
• Vision Express £7m ad account pitch review
• Retail Advertising Review
• Advertising expenditure
  • Figure 1: Total advertising expenditure by all advertisers (£m), November 2002 -- November 2006
  • Figure 2: Total advertising expenditure by all retail advertisers (£m), November 2002 -- November 2006
• Use of media
  • Figure 3: Use of media by retail and all advertisers (%), November 2005 and November 2006
  • Figure 4: Use of media by retail and all advertisers (£m), November 2005 and November 2006
• Top 25 retail advertisers
  • Figure 5: Top 25 retailers by adspend (£), October 2006 -- November 2006
• Food
• Variety Stores
• Furniture
• Electricals
• Other
• Nielsen Media Research/ Definitions
• Retail Sales and Inflation
• Retail sales
• Office for National Statistics
  • Figure 6: Retail sales trends: December 2005 -- December 2006
  • Figure 7: Non seasonally adjusted % value change on previous year, December 2005 -- December 2006
  • Figure 8: Seasonally adjusted % volume change on previous year, December 2005 -- December 2006
• Significant features of the latest ONS statistics
• Confederation of British Industry
• British Retail Consortium/KPMG
• Retail price inflation trends
  • Figure 9: Annual percentage change in retail price index for selected product groups: December 2005 -- December 2006
  • Figure 10: Annual percentage change in retail price index for selected product groups: December 2005 -- December 2006
• Retail Prices Index
• Consumer Prices Index
• British Retail Consortium: Shop Price Index
• Sector Analysis -- Clothing and Footwear
• Sales trends
  • Figure 11: Clothing & footwear retailers: Sales trends, 1996-2006
  • Figure 12: Clothing and footwear retailers as % all retail sales: 1997 -- 2006
• Retail price inflation
  • Figure 13: Indices of retail prices for product categories (clothing and footwear), Jan 1997- Dec 2006
• Sales by sub-sector
  • Figure 14: Breakdown of clothing retailers' sales by sub-sector, 1994-2006
• Consumer expenditure
  • Figure 15: Consumer expenditure on selected product categories, 1995-2006 Q3, (£m current prices including VAT, not seasonally adjusted)
• Clothing retailers: latest trends
  • Figure 16: Leading specialist clothing retailers, 2006
• Footwear Retailing: latest trends
  • Figure 17: UK: Leading specialist footwear retailers, 2004-05
• Sector News Review: Clothing Retail
• July
• Clothing Retailing
• Alexon sees troubles continue
• Marchpole acquires luxury clothing company
• Matalan
• ...founder given six weeks to bid
• ...and increases offer
• Mexx to go online
• Moss Bros experience challenging first-half
• August
• Clothing Retailing
• Topshop
• ...cleared for US launch
• ...and announces Kate Moss design deal
• Austin Reed
• ...rejects offer
• ...and returns to profit
• Jacques Vert, Alexon mull sales
• Fat face reveals fine full year
• French Connection woes continue in first half
• Clothing sales up at Matalan
• Monsoon creates a storm with Sophie-Ellis-Bextor
• Mosaic heads towards £800m float
• River Island sues Debenhams
• ABF updates Primark trading
• Footwear Retailing
• Stylo appoints Spitz
• September
• Clothing Retailing
• Alexon
• ...sees sales hit by warm weather
• ...and scraps Mandolin
• Burberry reveals retail sales rise
• Cortefiel coming to UK
• Dawnay, Day set to raise Austin Reed offer
• Jaeger plans growth, US return
• Matalan
• ...sees board recommend Hargreaves' offer
• ...as recovery plans are revealed
• Mk One records 16-month loss
• Monsoon reveals trading difficulties
• Moss Bros
• ...reveals interim profit drop
• ...as Baugur considers bid
• Mothercare boosted by international sales
• New Look abandons flotation plans
• Ted Baker
• ...looks east for expansion
• ...as success continues
• October
• Clothing retailing
• Arcadia
• ...see sales and profits fall
• ...plans to overhaul stores
• Austin Reed board accepts £49 million offer
• Burberry records interim profit drop
• Lion Capital buys Contessa
• Gap
• ...reveals Mouret dresses line
• ... and immediately sees them sell out
• Ashley buys Kangol
• Matalan posts further sales fall
• Monsoon chief exec sells up
• Mothercare profits in first half
• Paul Smith expansion continues
• Peacocks plans flagship, considers more womenswear stores
• Primark posts sales, profit rise
• November
• Clothing retailing
• Adams Childrenswear put up for sale
• Austin Reed set for expansion, possibly Germany
• Gap to launch Banana Republic in UK
• Baugur
• ... to buy into Allsaints
• ... plans big UK deals and US move
• Mk One to sell 20 stores
• Amazon to run Mothercare' s online platform
• Mulberry profits in first half
• Office reports success while USC/D2/Qube slump
• Footwear retailing
• Alexon to sell Dolcis to mystery buyer
• Kinnaird' s Hamsard 3032 gets Dolcis
• December
• Clothing retailing
• Like-for-likes down at Alexon
• Booming online sales for Ann Summers
• Burberry reports bumper Q3
• Moss Bros issues profit warning
• Mothercare suffers difficult Q3
• New Look reports solid Christmas trading
• Ted Baker reports 11% growth
• Sector Advertising Review -- Clothing
• Advertising expenditure
  • Figure 18: Total advertising expenditure by clothing retailers, November 2002 -- November 2006
• Use of media
  • Figure 19: Use of media by clothing retailers and all retailers (%), November 2005 and November 2006
  • Figure 20: Use of media by clothing retailers and all retailers (£m), November 2005 and November 2006
• Top ten clothing retail advertisers
  • Figure 21: Top ten clothing retailers by adspend, November 2005 and November 2006
• Retailer focus
• Marks & Spencer
  • Figure 22: Marks & Spencer, media use by adspend and as share of total, November 2005 -- November 2006
  • Figure 23: Marks & Spencer, top five brands by adspend, November 2006
• Matalan
  • Figure 24: Matalan, media use by adspend and as share of total, November 2005 -- November 2006
  • Figure 25: Matalan, top two brands by adspend, November 2006
• Clarks
  • Figure 26: Clarks, media use by adspend and as share of total, November 2005 -- November 2006
  • Figure 27: Clarks, top five brands by adspend, November 2006
• H&M
  • Figure 28: H&M, media use by adspend and as share of total, November 2005 -- November 2006
  • Figure 29: H&M, top five brands by adspend, November 2006
• Nielsen Media Research/ Definitions
• Report Focus: Gift List Services
• Consumers: who, where and why
• Market worth over £280m
• Weddings dominate gift list market
• List value size varies
  • Figure 30: You and Your Wedding average value of gift lists 2004--06
• Difficult to quantify market size
• Market shows steady growth
• Figure 31: Market size for gift list services, 2000-06
• Profiles of leading Gift List Services Retailers
• John Lewis
• Background
• Setting up a gift list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Debenhams
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• General trading store (The Wedding List Company)
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Argos
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Focus
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Amazon.co.uk
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• The Wedding Shop
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Confetti
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Wedding presents direct
• Background
• Setting up a wedding list
• Making a gift purchase
• Delivery of gifts
• Evaluation of gift service
• Growth only for some in the gift list market
• Wedding list trends -- the adventurous, the aspirational and the altruistic
• Internet revolution but not on its own
• Gift list futures
• What does the future hold for gift list services ?
• Weddings on the rise again
• Charity wish lists more popular for anniversaries
• Gift lists become less traditional
• Rising affluence boosts market
• Upmarket retailers likely to thrive
• Pink pound offers an opportunity for growth
• Internet offers further room for expansion
• Internet offers unique advantages
• Weddings remain the only opportunity for real growth