1. Comment
February 2, 2018

Christmas sales rankings: retail winners and losers

Clothing & footwear online pureplays including boohoo.com and ASOS delivered a standout performance this Christmas as well as QUIZ which remains a small but fast-growing player in the clothing market.

By GlobalData Retail

Retailer Peak trading period Like-for-like sales growth (%) Online sales growth (%)
boohoo.com 4 months to 31-Dec-17 100*
Footasylum 18 weeks to 30-Dec-17 33.4* 38.1 (e)
Mountain Warehouse 6 weeks to 31-Dec-17 33.1 76.6
QUIZ 7 weeks to 6-Jan-18 31.9* 119.0
ASOS 4 months to 31-Dec-17 30.5*
Joules 7 weeks to 7-Jan-18 19.2** 22.7 (UK, e)
AO World 3 months to 31-Dec-17 16.6*
Yours Clothing 7 weeks to 7-Jan-18 16** 42
Lidl 31 days to 31-Dec-17 16*
Hotel Chocolat 13 weeks to 31-Dec-17 15* 20 (e)
Aldi 30 days to 31-Dec-17 15*
Selfridges 24 days to 24-Dec-17 10* 17.8 (e)
Ted Baker 8 weeks to 6-Jan-18 9** 35.0
Primark 16 weeks to 6-Jan-18 9*
Matalan 5 weeks to 30-Dec-18 7.3* 24.7
Pets at Home 12 weeks to 4-Jan-18 7.2 77 (UK)
Fat Face 5 weeks to 6-Jan-18 7 24
The Works 12 weeks to 24-Dec-17 6.3 37
Shop Direct 7 weeks to 22-Dec-17 6.3*
Dixons Carphone 10 weeks to 6-Jan-18 6 5 (e)
Ryman 6 weeks to 24-Dec-17 4.8
Superdry 10 weeks to 6-Jan-18 4.7
B&M 13 weeks to 23-Dec-17 3.9 (UK)
Topps Tiles 13 weeks to 30-Dec-17 3.4** 13.1 (e)
Dunelm 13 weeks to 30-Dec-17 3.4 30.5
N Brown 18 weeks to 6-Jan-18 3.2* 9
John Lewis 6 weeks to 30-Dec-17 3.1
GAME Digital 23 weeks to 6-Jan-18 2.9~ (UK) 11.5 (e)
Halfords 15 weeks to 12-Jan-18 2.9 13.0
Morrisons 10 weeks to 7-Jan-18 2.8 10
Mamas & Papas 6 weeks to 13-Jan-18 2.7 11.9 (UK, e)
Superdrug 4 weeks to 30-Dec-17 2.4 (UK) 30
Burberry 3 months to 31-Dec-17 2 7.0 (e)
Robert Dyas 6 weeks to 24-Dec-17 2
Tesco 6 weeks to 6-Jan-18 1.9 (UK)
Nisa 10 weeks to 31-Dec-17 1.7
Debenhams 6 weeks to 30-Dec-17 1.7 15.1
Waitrose 6 weeks to 30-Dec-17 1.5 3.1 (e)
Majestic Wine 10 weeks to 1-Jan-18 1.3 12.6
Sainsbury’s 15 weeks to 6-Jan-18 1.1 8.2 (e)
WH Smith 20 weeks to 20-Jan-18 -1 15.6 (e)
Marks & Spencer 13 weeks to 30-Dec-17  -1.4 (UK) 3.0
Boux Avenue 6 weeks to 24-Dec-17 -2.8
Carpetright 11 weeks to 13-Jan-18  -3.6 (UK) 6.4 (e)
House of Fraser 6 weeks to 23-Dec-17  -4.0* -7.5
Next 54 days to 24-Dec-17  -6.1** 11.0 (UK, e)
Bonmarché 13 weeks to 30-Dec-17 -6.9 28.5
Mothercare 12 weeks to 30-Dec-17  -7.2 (UK)  -6.9 (UK)
Moss Bros 37 days to 6-Jan-18 -8.0

Key:

*Total sales

**Total retail sales (full price sales only at Next)

~UK retail GTV

e = GlobalData estimate

Christmas winners: Clothing & footwear online pureplays including boohoo.com and ASOS delivered a standout performance this Christmas as well as QUIZ which remains a small but fast-growing player in the clothing market.

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With a clear understanding of their target customers and ability to capitalise on demand for stylish, trend-led products and demand for convenient delivery options, it is unsurprising that these retailers performed so well.

Consumer budgets remained under pressure in the run-up to Christmas, especially due to high inflation in food in the latter half of 2017. With discount players such as Aldi and Lidl offering appealing premium ranges and offering good value for money, many shoppers decided to trade down from premium players such as Waitrose and Marks & Spencer, leading to stellar trading at the German discounters.

Christmas losers: Department stores generally underperformed, with traditional midmarket players House of Fraser and Marks & Spencer reporting particularly disappointing results and Debenhams doing little better having somewhat failed to excite consumers and differentiate itself. What is certain is that investing in multichannel is vital to long-term survival as shopper reluctance to visit department stores takes its toll and shoppers increasingly turn to online to buy.

A 7.2% and 6.9 drop in like-for-like and online sales at Mothercare made it one of the worst performing players in retail this Christmas. While Mothercare was not alone in reporting negative online sales (House of Fraser’s was down 7.5%), it is disappointing that e-commerce sales fell so sharply when growth in online retail spending grew 7.6% in 2017 and so many other retailers reported double-digit growth in this channel.

Home retailer Carpetright suffered a 40% fall in its share price after it announced a profit warning along with a 3.6% decline in UK like-for-like sales. However, the difficulties faced by the specialist were not confined to the floorcoverings specialist – home retailers Multiyork and Feather & Black fell into administration in late November as limited consumer confidence inhibited big-ticket spending.