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Latest from GlobalData   November 2018

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Beauty and the booze to drive advent calendar spend, says GlobalData

55.6% of UK consumers surveyed stated that they intend to purchase at least one advent calendar this year, up from 53.4% last year, says GlobalData, a leading data and analytics company.  While chocolate advent calendars remain the most popular type purchased, with 73.6% of advent calendar shoppers stating their intent to purchase this product, this...

Black Friday set to be worth £10.4bn in the UK in 2018

Black Friday sales are forecast to grow faster than the UK retail market in Q4 2018, as the promotional period draws in spend from before and after the event. Zoe Mills, Retail Analyst at GlobalData, a leading data and analytics company, offers her view: “Spend during the Black Friday period will account for 10.5% of...

Amazon HQ split reflects its sheer size and scale and offers a workable solution for future expansion

After over a year of speculation and a contest in which major cities have vied for Amazon's favor, the technology behemoth has finally chosen New York City and Northern Virginia as the locations for its new headquarters.

AO makes smart (phone) move, says GlobalData

The announcement this morning on AO World’s acquisition of Mobile Phones Direct highlights the online electricals specialist’s continued expansion plans as it attempts to steal market share from Dixons Carphone, Zoe Mills, Retail Analyst at GlobalData, a leading data and analytics company, offers her view: ‘‘AO World has been focused on shrugging off consumer perceptions...

Modest Christmas cheer for UK retail with £99bn ‘golden quarter’ sales forecast

While it has been a year of retail failures, profit warnings and store closures so far, the ‘golden quarter’ offers retailers the opportunity to gain sales from consumers who are finally ready to prioritise shopping. But low consumer confidence and confusion over Brexit will inhibit big-ticket spend, and trading down to value retailers is becoming more widespread, due to the rapid store expansion of players such as B&M and Home Bargains.

Moschino’s flamboyant designs will hold limited appeal among H&M’s customer base

Ahead of tomorrow’s (8 November) launch of H&M’s collaboration with Moschino, Kate Ormrod, Lead Retail Analyst at GlobalData, a leading data and analytics company, offers her view:

Clothing and footwear spend via online-only retailers is set to soar 67.4% over the next five years reaching £7.5bn in 2023, says GlobalData

Clothing and footwear spend via online-only retailers is set to soar 67.4% over the next five years reaching £7.5bn in 2023, outpacing growth in the sector online (forecast to be 40.3%) and accounting for over one third of online clothing and footwear sales by 2023, according to GlobalData, a leading data and analytics company. The company’s...

Goldman Sachs dominates GlobalData’s ranking of global M&A financial advisers in Retail for Q3 2018

Goldman Sachs has dominated the latest mergers and acquisitions (M&A) league table of the top 10 financial advisers for the Retail industry for Q3 2018, compiled by leading data analytics company GlobalData. Goldman Sachs, an American bank, raced to the top in terms of deal value, with an impressive six deals worth a total $10.6bn....

All treats and no tricks as Halloween retail creeps up to almost half a billion pounds, says GlobalData

This year Halloween will be a treat for retailers, with the event forecast to be worth £491m in 2018 (up 2.1% on last year) as consumers invest in the spooky occasion, according to GlobalData, a leading data and analytics company. Halloween clothing and costumes remain the greatest opportunity for retailers to capitalise on this occasion, with...

Business rates relief offers no reprieve for UK’s suffering retail chains

The £900m extension to small business rate relief gives an estimated 500,000 independent shops a boost but does nothing for the long list of struggling retail chains who were hoping, for once, that they would have their tax burden reduced.

43.3% of consumers spent on summer products this year due to heatwave, says GlobalData

The prolonged heatwave in the UK and major sporting events boosted spending on summer items such as outdoor and gardening products, BBQ food and holiday clothing, with consumers judging Tesco to be the retailer that had promoted its summer ranges the best, according to GlobalData, a leading data and analytics company. The company’s latest report ‘Summer in...

Ground-breaking report sheds new light on UK’s best performing shopping centres

GlobalData’s newly released ‘Top 50 UK Shopping Centres Report, 2018’ is the first of its kind to take into account the requirements of both tenants and shoppers, to provide a comprehensive view on the UK’s top shopping centres. Through a combination of consumer and B2B research, the new report provides a 360⁰ view on the UK’s leading shopping centres, underpinned by data from landlords, property experts and, most importantly, shoppers.

Claire’s out of touch with today’s young shoppers, says GlobalData

Following today’s news (Monday 15 October) that Claire’s is mulling UK store closures, Kate Ormrod, Lead Retail Analyst at GlobalData, a leading data and analytics company, offers her view: ‘‘Having continually lost relevance in the jewellery and accessories market, the news that Claire’s is seeking to rid itself of stores is no surprise – with...

Superdry is the next in a long line of brands to be hit by House of Fraser’s woes, says GlobalData

Following today’s news (Monday 15 October) that Superdry has announced a profit warning, Sofie Willmott, Senior Retail Analyst at GlobalData, a leading data and analytics company, offers her view on the chain’s current challenges: ‘‘Following news in the last few weeks that Quiz, Coast and Ted Baker have all been hit by the downfall of...

Sears’ demise calls for change in management, says GlobalData

Following the news that US retailer, Sears, files for bankruptcy: Neil Saunders, Managing Director of GlobalData Retail, comments: “Today is a day that will live in retail infamy. That a storied retailer, once at the pinnacle of the industry, should collapse in such a shabby state of disarray is both terrible and scandalous in equal...

Coast yet another victim of struggling department stores

Following yesterday’s news (Thursday 11 October) that Karen Millen bought womenswear retailer Coast out of administration,

Almost 90% of UK consumers would use deposit scheme as grocers rethink war on plastic, says GlobalData

Grocers should consider introducing more widespread deposit and return schemes instead of waiting for government action, since 88.9% of UK consumers stated that they would be likely to use a scheme as environmental concerns move higher up their agendas, says GlobalData, a leading data and analytics company. IMAGE FOR PUBLICATION: Please click here for chart:...

£1.5bn spend freed up for retail survivors in 2018

The UK non-food retail sector has become reliant on the demise of weaker operators to maintain growth for the survivors, according to GlobalData a leading data and analytics company.

Supermarkets remain the nation’s choice for back to school products

The grocers’ ability to use heavy discounting and promotions has cemented their position as the go-to destination for back to school products, according to GlobalData a leading data and analytics company.

CMA identifies 463 overlaps between ASDA and Sainsbury’s, but this itself does not derail merger

Following today’s (Thursday 27 September) publication of the CMA’s phase 1 decision on the merger of ASDA and Sainsbury’s, Patrick O’Brien, UK Retail Research Director at GlobalData, a leading data and analytics company, offers his view: “While the CMA has signalled that there is the threat of substantial lessening of competition in 463 areas across...

Tesco back on the front foot with Jack’s in battle with discounters, but a more aggressive store opening schedule expected

On Tesco’s attempt to tackle the rise of the discounters with the opening of discount store Jack’s

JD Sports buoyed by expansion abroad, says GlobalData

Following today’s release of JD Sports H1 figures for 2018/19, Amy Higginbotham, Retail Analyst at GlobalData, a leading data and analytics company, comments: ‘‘Although international markets bolstered JD Sports’ performance in H1 2018/19 boosting total revenue to £1,846.3m, its resilient UK business delivered strong growth with sales rising 6.1%, accounting for 51.9% of group revenue. JD...

Debenhams reaction to press speculation fails to address concerns, says GlobalData

Following today’s (Monday 10 September) release from Debenhams in relation to media speculation over its future, Patrick O’Brien, UK Retail Research Director at GlobalData, a leading data and analytics company, offers his view: ‘‘Debenhams statement reacting to media speculation over its future has singularly failed to address investor concerns. While trying to give reassurance with...

JP Morgan tops GlobalData’s global M&A financial adviser league table in the Retail Sector for Q2 2018

JP Morgan has topped the latest M&A league table of the top 10 financial advisers for the retail industry for Q2 2018, compiled by leading data analytics company GlobalData. The bank led the competition by deal value, with five deals worth a combined $21.5bn, including the industry’s highest value deal – Walmart’s proposed acquisition of...

WH Smith’s market share under threat from new entrants

Following this mornings (Thursday 30th August) release of WH Smith’s pre-close statement, Zoe Mills, Retail Analyst for GlobalData, a leading data and analytics company, offers her perspective on the company’s results: “WH Smith continues to lead the UK stationery market but its 10.5% share is being eroded by new, more inspirational specialists, as well as...

Wesfarmers’ acquisition of Homebase led to its market share dropping from 7.7% to 4.8% in five years

Wesfarmers’ disastrous acquisition of Homebase and the announced closure of nearly a fifth of its 250 stores have led to Homebase losing 2.9 percentage points of the DIY market, says GlobalData, a leading data and analytics company. In the years before Wesfarmers’ acquisition, Homebase was streamlining its store estate and introducing more homewares lines to...

Drastic changes needed at House of Fraser to entice shoppers back

To give House of Fraser the best chance of survival, Sports Direct and its owner Mike Ashley must make drastic changes to both its product proposition and store environment to entice shoppers back says GlobalData, a leading data and analytics company. This will require significant investment – something which the chain has been starved of in recent years.

Mike Ashley must transform House of Fraser to make it a success

Following today’s news (Friday 10 August) that Sports Direct has purchased House of Fraser for £90m,

Stagnating Tim Hortons brand remains a challenge for Restaurant Brands International following Q2 results announcement

‘‘While there are positives to take from Restaurant Brands International’s Q2 earning release, they do little to allay the fears of investors who feel the firm is struggling to turn around the stagnating Tim Hortons brand. The company needs to be more innovative and introduce something which can really attract the attention of consumers or resign itself to playing second fiddle to rivals.

Interest rate rise is another unwelcome dampener on retail spend

Following today’s (Thursday 2 August) increase in UK interest rates, Patrick O’Brien, UK Retail Research Director at GlobalData, a leading data and analytics company, offers his view: “While the Bank of England believes that the UK economy is in strong enough shape to withstand an interest rate increase, UK retailers will be scratching their heads,...

Tesco’s new discount chain is a risky response to Aldi and Lidl

Following speculation that Tesco is to launch a new discount fascia in the UK to compete with Aldi and Lidl, Thomas Brereton, Retail Analyst at GlobalData, a leading data and analytics company, offers his view on the fascia’s potential: “The possibility of Tesco opening a discount fascia in a bid to neutralize the growing threat...

Continued evolution of product portfolio is crucial for Unilever to return to pricing growth

‘‘Unilever’s second quarter results indicating strong volume growth, but weak pricing growth, shows how the company needs to keep evolving its brand portfolio to increase its exposure to premium personal care categories and emerging markets.

Humdrum sales increase shows why Sainsbury’s needs ASDA – and the sooner the better

“While Sainsbury’s focuses on getting its pending merger with ASDA past the CMA for the end of 2019, day-to-day retail operations continue – and as the first quarter numbers show, performance is far from impressive. While all key metrics are at least positive, a 0.2% growth in retail like-for-like sales sits far behind the recent results of competitors Tesco (+2.1%) and Morrisons (+3.6%) over a comparable period.

Tesco – Carrefour tie-up to focus on own-brand to fight Aldi and Lidl

Following today’s news (Monday 2nd July) that Tesco has entered into a strategic partnership with Carrefour

Multi-price retailing not enough to save Poundworld

Following today’s news (Monday 11 June) that Poundworld has collapsed into administration,

House of Fraser’s drastic plan to halve its store portfolio is essential, but will not guarantee its success

Following today’s news (Thursday 7 June) that House of Fraser is to dramatically reduce its store numbers,

M&S to lose its decades long status as the number one clothing retailer to Primark

Following today’s announcement ( Tuesday 22nd May ) that M&S are to close over 100 stores by 2022 as their ‘radical transformation plan continues at pace’,

Amazon wins ‘Best UK Retailer Award’ for the first time

Amazon has won a hat trick of GlobalData Customer Satisfaction awards, including the most prestigious Best Retailer category, as shoppers vote for its great prices, service and convenience.

Easter sees rise in leisure activities while chocolate egg purchases fall

A recent analysis of Easter UK consumer spending by GlobalData, a leading data and analytics company, has revealed a number of insights to help retailers increase sales during the Easter holiday period.

Marginal uplift in the economy won’t save struggling retailers

The data does point to a slightly better near term picture for retailers though, with inflation falling leading to an increase of 1.2% in real household disposable income in 2018.’ On the perennial problem of business rates though, the only help was the bringing forward of the next revaluation to 2021, which will be little help to struggling retailers about to be hit by increased rate bills next month.’’

4,000,000 UK consumers stopped buying fashion accessories in 2017

The share of UK clothing shoppers that purchased accessories fell from * 50.6% in 2016 to 40.9% in 2017, equating to four million fewer consumers and £390m in lost revenue, according to GlobalData, a leading data and analytics company.

Toys R Us collapse due to its failure to compete with Smyths more than Amazon

While the narrative about the sad demise of Toys R Us focusses on how it was killed by the Internet, data shows that the rise of multichannel player Smyths caused even more damage than Amazon.

Valentine’s Day 2018: Consumers say Tesco does the best job at promoting Valentine’s day deals

According to GlobalData, a leading data and analytics company, Tesco remains number one in terms of promoting Valentine’s Day offers in 2017, with its wide range and convenient offer appealing to the masses.

Valentine’s Day 2018: Are we losing that lovin feelin

According to GlobalData, a leading data and analytics company almost half of consumers did nothing over Valentine’s Day last year and this increased by 2.5ppt on 2016.

Valentine’s Day 2018: Cost conscience consumers to cut fine dining on Valentine’s Day

According to GlobalData,a leading data and analytics company, over half of consumers forked out for a Valentine’s Day meal at a fine dining restaurant last year, up 5.0ppts on 2016. However the company believe that this trend is set to change in 2018 as consumers look to balance their budgets with more affordable dining options.

Discounters poised to increase share of £1 billion valentine’s day

Although UK sales on Valentine’s gifts and cards are set to achieve the £1 billion mark this year, growth is expected to slow on 2017 as shopping at discounters for the occasion becomes more prevalent.

UK click & collect sales set to soar 55.6% to 2022

Click & collect continues to rise rapidly in the UK, outpacing growth in the online retail channel, with click & collect sales forecast to account for 13.9% of total online spend in 2022, 1.9 percentage points higher than in 2017, according to GlobalData, a leading data and analytics company.

UK town centre sales declined to £108.3bn in 2017, but spending will grow 0.2% in 2018

The UK town centre retail market has been in decline since 2015, but it is forecast to rise 0.2% in 2018 and will continue to grow out to 2022, with sales in the town centre market being driven by convenience goods particularly in the food & grocery sector. However, the town centre retail market will underperform against the overall growth of total physical retail sales in the UK over the next five years, which will be driven by retail parks and supermalls, according to GlobalData, a leading data and analytics company.

The UK food and grocery convenience market will grow by 22.0% by 2022

The UK food and grocery convenience market will grow 4.1% in 2018, outperforming the total UK food and grocery market by 0.9 percentage points (ppt), according to GlobalData, a leading data and analytics company.

Health trend boosts UK cookware sales amid popularity of food delivery apps

More UK shoppers prepared a meal at home during the last 12 months - rising from 78.3% in 2016 to 83.8% in 2017 - as interest in healthy eating continued to grow according to new research by GlobalData, a leading data and analytics company.

Toys R Us UK stores rejuvenation is the key to future growth

While Toys R Us hopes that shutting 26 stores as part of a company voluntary arrangement (CVA) can stop it falling into administration, the only way it can save itself is by rejuvenating the rest of its tired portfolio says GlobalData a leading data and analytics company.

Shoppers set to spend over £10bn in this year’s Black Friday bonanza

Spend during the Black Friday period, defined as Monday 20-Monday 27 November 2017, is forecast to grow 3.8% on 2016 (Monday 21-Monday 28 November 2016) to £10.1bn, accounting for 10.4% of total Q4 spend. Although growth is forecast to slow year-on-year, we expect more retailers to take part in the event this year in an attempt to stimulate the waning demand they have faced over September and October.

Consumers shop early this Christmas to save money

Retailers are merchandising their Christmas ranges even earlier this year to meet consumer demand for early Christmas bargains on essentials like Christmas trees, decorations and lights according to GlobalData, a leading data and analytics company.

High inflation rather than strong volumes will drive Christmas spend this year

Non-food retailers will continue to struggle this Christmas with sales expected to show year-on-year growth of only 1.2% in the fourth quarter. Volumes are forecast to fall by 0.1% as price rises, which came into play as result of the weakened pound, will discourage cash strapped consumers from shopping over the seasonal period.

UK health & beauty market set to reach £27bn as it outperforms all other sectors

Despite the prolonged doom and gloom on the UK high street, waning consumer confidence, and restricted budgets, the health & beauty sector has far from lost its appeal. Indeed UK consumers will be prepared to pay even more over the next five years, with annual spend per head forecast to rise by £73 to £487, and the market reaching £26.7bn by 2022 according to GlobalData, a leading data and analytics company.

46.2% of toys & games will be sold online by 2022

The UK toys & games market will grow 16.2% over the next five years, reaching a total value of £4.9bn, according to research and consulting firm GlobalData.

Fashion boosting the £481m UK consumers will spend on Halloween this year

Challenging retail market spooks fashion retailers into participating in Halloween

Supermalls set to outperform physical retail growth, as focus on leisure and food service attracts millennials

The UK Supermalls market is forecast to rise 7.2% over the next five years, outpacing growth in physical locations, forecast to be 5.0% (across non-food sectors), according to GlobalData, a leading data and analytics company.

Department stores and fashion retailers must consider delivery subscriptions to counter threat of Amazon Prime

Department stores and traditional clothing & footwear retailers are losing market share to online pureplay retailers, and must look to follow their lead into delivery saver schemes according to GlobalData, a leading data and analystics company. This will encourage their customers to shop more frequently and keep the retailer at the forefront of consumers’ minds.

AI set to revolutionize retail banking, says GlobalData

For retail banks looking to differentiate themselves in an increasingly crowded marketplace, providing an enhanced digital customer experience is now an essential component of winning and retaining customers. The sector is increasingly looking to artificial intelligence (AI) to achieve this and is now on the cusp of a digital services revolution, with machine learning, natural language processing, and predictive analytics all set to turn retail banking into a data-driven industry.

Amazon deal will revolutionise the online food retail sector

The shareholder-approved Amazon-Wholefoods deal gives the company a sizeable bricks-and-mortar presence in food retail with the ability to revolutionise online grocery shopping, and leading retailers are well aware that they are under threat.

Discount retailers to grab a further £9bn of consumer spend by 2022

The UK Discount Retail market is set to grow by 36.1% reaching a total value of £32.5bn by 2022 according to GlobalData, a recognized leader in providing business information and analytics.

Airports offer a $38 billion bright spot for retailers facing an otherwise harsh market environment

Travel retail, particularly in airports, is currently a bright spot in the retail world. GlobalData’s latest report reveals that spending in airports hit $38 billion globally in 2016, and is set to grow by 27% to $49 billion by 2021.

Amazon’s $13.7 billion acquisition of Whole Foods shakes up grocery industry

Amazon's $13.7 billion acquisition of Whole Foods gives Amazon a serious presence in the grocery market and a platform for future growth and expansion. For Whole Foods, Amazon is potentially the answer to some – but not all – of its issues.

What does the UK election result mean for retail?

The party manifestos offered little other than more pain for retailers, but the uncertainty arising from the election result threatens to damage the industry more than any policy could.

UK election poll: Aldi and Lidl shoppers want Conservative victory

As part of GlobalData’s regular Consumer Sentiment Tracker, we conducted a survey in the run-up to the election to discover the voting intentions of supermarket shoppers.

Rising obesity in young people boosting £5 billion UK plus size womenswear market

One in every £5 spent on womenswear in 2017 will be spent on plus size garments, according to GlobalData, a recognized leader in providing business information and analytics.

UK retail parks will grow faster than high streets to 2022

The UK retail parks market is expected to grow by 13.8% between 2017 and 2022, with the sector set to outperform the high street, according to GlobalData, a recognized leader in providing business information and analytics.

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