UK Christmas 2007 Trading Insight

Table of Contents

• VERDICT VIEW
  • CATALYST
  • SUMMARY
• ANALYSIS
  • Key Trends Emerging from Christmas 2007
    • Retail Sales in Q4 2007 - A strong start but a disappointing finish...
  • Sector Trends
    • Reliance on Q4 diminishing but still vital for most sectors...
    • Deflation/Inflation - competition vs cost pressures...
  • Retailer Trends
    • Food & Grocery - premium products popular ...
    • Electricals - deflation, deflation, deflation...
    • Books, Music & Video - games focus rejuvenates sector ...
    • Homewares - disconcerting results in furniture ...
    • Clothing & Footwear - some respectable results under difficult conditions ...
    • Other specialist retailers - consumers pamper themselves and their pets ...
    • Department stores - luxury buoys market ...
    • General retailers - high street disappoints ...
  • Appendix
    • Appendix: Food & Grocery retailers total UK Christmas sales growth
    • Appendix: Electricals retailers total UK Christmas sales growth
    • Appendix: Books, Music & Video retailers total UK Christmas sales growth
    • Appendix: Homewares retailers total UK Christmas sales growth
    • Appendix: Clothing & Footwear retailers total UK Christmas sales growth
    • Appendix: Other specialist retailers total UK Christmas sales growth
    • Appendix: General retailers total UK Christmas sales growth
    • Appendix: Department stores total UK Christmas sales growth
• List of Tables
  • Table 1: Key trends in UK retail Christmas 2007
  • Table 2: Retail Sales Q4, 2007 vs 2005 and 2006
  • Table 3: Sector Like-for-Like Sales 2007 vs 2006
  • Table 4: Food & Grocery, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 5: Electricals, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 6: Books, Music & Video, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 7: Homewares, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 8: Clothing Retailers, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 9: Online/Home Shopping Clothing Specialists, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 10: Other Specialist Retailers, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 11: Department Stores, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 12: General Retailers, Christmas Like-for-Like Sales Growth, 2007 vs 2006
  • Table 13: Food & Grocery, Total UK Christmas Sales Growth, 2007 vs 2006
  • Table 14: Electricals, Total UK Christmas Sales Growth, 2007 vs 2006
  • Table 15: Books, Music & Video, Total UK Christmas Sales Growth, 2007 vs 2006
  • Table 16: Homewares, Total UK Christmas Sales Growth, 2007 vs 2006
  • Table 17: Clothing Retailers, Total UK Christmas Sales Growth, 2007 vs 2006
  • Table 18: Other Specialist Retailers, Total UK Christmas Sales Growth, 2007 vs 2006
  • Table 19: General Retailers, Total UK Christmas Sales Growth, 2007 vs 2006
  • Table 20: Department Stores, Total UK Christmas Sales Growth, 2007 vs 2006
• List of Figures
  • Figure 1: Q4 Growth Trends 2002-2007 %
  • Figure 2: Q4 2007 Value Growth %
  • Figure 3: Q4 2007 Volume Growth %
  • Figure 4: Q4 sales as % of total sales, by sector, 2007
  • Figure 5: Q4 sales growth compared to rest of year, by sector, 2007
  • Figure 6: Q4 Inflation/Deflation 2006-07 and forecast 2008, by sector (1)
  • Figure 7: Q4 Inflation/Deflation 2006-08, by sector (2)