All Retail Navigator Analysis articles
Most recent first.
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Retail Navigator AnalysisPandora (SWOT)
Offering “accessible luxury” Pandora is in a strong middle-market position that could pay off. While it does not have the sky-high price points of luxury brands it is likely to benefit from falling inflation as consumers’ confidence to move away from cheaper fast-fashion jewellery and pay a bit more for longer-lasting, quality items builds.
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Retail Navigator AnalysisPandora (Overview)
Started as a local Danish jewellery shop in 1982 in Copenhagen, Pandora has evolved into a global “affordable luxury” jewellery brand with an expansive retail network of more than 6,700 points of sale, including around 2,600 stores across over 100 countries.
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Retail Navigator AnalysisPandora (Financials)
Pandora posted a robust performance in the year to December 2023 (FY2023) “highlighting resilience amid macroeconomic challenges and the success of growth initiatives under the Phoenix strategy”. Its group revenue grew 6.3% year on year on a reported basis in FY2023 to a record-high for the retailer of DKK 28,136m (£3,284.6m), from DKK 26,463m (£3,033.2m) the previous year.
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Retail Navigator AnalysisSuperdry (Strategy)
As the embattled retailer attempts to revive its business, Superdry put forward plans in mid- April 2024 that would see it restructure, raise equity and delist from the London Stock Exchange (LSE).
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Retail Navigator AnalysisAbercrombie & Fitch (Financials)
Abercrombie & Fitch Co (A&F Co) delivered a 15.8% rise in sales to $4,281m (£3,433m) for the 53-weeks ending 3 February 2024 (FY2023). Sales climbed 16.0% in constant currency, with like-for-like sales jumping 13% year on year.
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Retail Navigator AnalysisAbercrombie & Fitch (Overview)
Abercrombie & Fitch Co is a global omnichannel fashion retailer with three distinct brands under its banner. Largest and most well-known is its eponymous label Abercrombie & Fitch which also hosts Abercombie Kids, activewear and loungewear brand Gilly Hicks, and “laidback California lifestyle” brand Hollister, which hosts sub-brand Social Tourist.
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Retail Navigator AnalysisAbercrombie & Fitch (SWOT)
A&F Co is reaching a new demographic of shoppers through TikTok under tags such as #abercrombiehaul where users talk through their latest purchases, acting as advocates for the brand.
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Retail Navigator AnalysisInditex (SWOT)
More than 700 designers work “side by side” with the sales and product teams to identify trends, analysing daily the qualitative and quantitative information available from its stores and online channels.
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Retail Navigator AnalysisMango (Overview)
Mango is a global fashion retailer based in Barcelona with a network of nearly 2,700 stores as of early 2024. Present in more than 100 countries worldwide it “aspires to be a digital leader in the fashion market and a driver of change in the industry”.
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Retail Navigator AnalysisMango (SWOT)
Mango now features on many of the UK’s best known retailer’s websites, such as John Lewis, Next and Frasers Group. This is helping to build brand awareness with varying audiences without the overheads of a large standalone store estate.
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Retail Navigator AnalysisMango (Strategy)
Spanish retailer Mango has accelerated its growth over the last three years, with sales of over €3bn (£2.6bn) in its latest financial year (FY2023). The bulk of Mango’s revenue comes from its international business, which represented 77% of its sales in FY2023.
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Retail Navigator AnalysisMango (Financials)
Mango delivered record revenues for the year ending 31 December 2023 (FY2023), climbing 15% to €3.1bn (£2.7bn) or 20% in constant currency. International sales accounted for 77% of group sales, with the US entering the retailers top five markets by turnover, having only launched the prior year.
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Retail Navigator AnalysisOcado Retail (SWOT)
Ocado was the first and remains the only pureplay grocer of scale in the UK. It has built a reputation for customer experience and its customer fulfilment centre (CFC) model allows it to offer a broad assortment featuring more than 50,000 SKUs including M&S, Ocado own label, household brands and artisan foods.
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Retail Navigator AnalysisOcado Retail (Strategy)
After mounting speculation that M&S would look to partner with Ocado to give it a viable way into online food, in February 2019 the two retailers announced a joint venture partnership, giving a much-needed boost to Ocado’s bottom line. While the joint venture prospered during the pandemic, M&S shareholders have become concerned after losses mounted in FY2022 as trading patterns normalised and shoppers returned to stores. A “reset” of the business is currently underway under Ocado Retail boss Hannah Gibson.
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Retail Navigator AnalysisOcado Retail (Financials)
Ocado Retail sales climbed 9.3% to £2,408.8m in the 53 weeks to 3 December 2023 (FY2023) or 7.0% on a 52-week comparable basis. The retailer said it continued to win new customers “through a focus on offering competitive prices.”
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Retail Navigator AnalysisOcado Retail (Overview)
Ocado Retail is a joint venture partnership between Ocado Group and Marks & Spencer. The partnership, in which M&S took a 50% shareholding in the online grocery business, was agreed in February 2019 and launched in September 2020.
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Retail Navigator AnalysisFlannels (Overview)
Flannels forms part of Frasers Group’s Premium Lifestyle segment alongside brands such as Cruise, Van Mildert, Jack Wills, House of Fraser, Gieves and Hawkes, and Sofa.com.
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Retail Navigator AnalysisMarks Electrical (SWOT)
Marks Electrical is a growing British online electrical retailer founded in Leicester in 1987. It has enjoyed strong revenue growth over time and experienced accelerated growth in recent years.
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Retail Navigator AnalysisMarks Electrical (Financials)
Marks Electrical’s group sales soared by 21.5% year-on-year, reaching £97.8m in the 2022 financial year, ending on 31 March 2023 (FY2022). A strong performance despite the persistent inflation and rising interest rates.
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Retail Navigator AnalysisMarks Electrical (Overview)
In November 2021, Marks Electrical went on to launch an initial public offering (IPO) on London’s AIM market. It raised £30 million through the listing. The group has a strong growing revenue over time and experienced accelerated growth in the year to 31 March 2023 (FY2022), Revenue grew 21.5%, from £80.5m in FY2021 to £97.8m in FY2022.