Sales per Sq. Ft. as a Primary Retail Indicator?

Given that rental levels and business rates are based on sales area, and with retail rents in prime spots in London’s Oxford Street reaching...

Online Acceleration and Big Space Redundancy – the Twin Dilemmas of...

Essentially, in the current climate, major retailers are faced with two significant drains on profitability. First, the high cost of fulfilment compared with B&M...

Restructuring the new UK Retail Trade Environment

With all attention focused on the structural changes occurring in UK retail, in particular the growth of the discounters and Waitrose at the expense...

WOW! What Next? – Learnings From an Unprecedented 2014

As shock followed shock in terms of profit warnings and Commercial Income challenges, resulting in junk-stock ratings and an SFO investigation of the biggest...

Mega-mergers: the Unintended Consequences

Given the rising trend of companies combining forces to optimize scale, reduce tax and drive the output of complementary R&D resources, it is perhaps...

The Way Forward in a Flatline Market

The major realisation arising from the aftermath of the five-year global financial crisis is that we are in fact awakening from a 30-year dream...

Making Sense of UK Retail…

With the current confused turmoil in the ‘double-dipping (?)’ market, causing savvy consumers to buy even more cautiously, with private label growing faster than...

UK Retail – Coming Back Towards Normal?

With UK multiples currently achieving ROCE levels of approximately 10.5% to 13%, it might be felt that this level of performance was simply a...

All Change in UK Retail…

Given Sir Terry Leahy’s shock announcement of his plans to retire in March 2011, coupled with recent changes of CEO at Asda and Morrisons,...

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