Christmas Trading 2023: finding positivity behind the headlines

Stores drive resilient retailer performance

Sector	Operator	Trading Period	LFL Sales Growth (YoY)	Total Sales Growth (YoY)	Online Sales Growth (YoY)
Department / variety stores	Marks & Spencer (Cloth. & Home)	13 weeks to 30 December	4.8%	4.8%	10.9%
B&M	13 weeks to 23 December	1.2%	3.7%
The Very Group	7 weeks to 22 December		3.4%
Poundland	Quarter to 31 December	0.9%	3.1%
Argos	6 weeks to 6 January		-4.2%
Fashion / footwear / accessories	Sosandar	3 months to 31 December		23.0%
SeaSalt	5 weeks to 30 December		16.0%	11.0%
Hugo Boss	3 months to 31 December		10.2%	23.3%
JD Sports	22 weeks to 30 December	1.8%	6.0%
Next	9 weeks to 30 December	0.6%*	5.7%	9.1%
Primark	16 weeks to 6 January	3.8%	4.5%
Mulberry	13 weeks to 30 December		-4.0%
Burberry	13 weeks to 30 December	-5%**
N Brown	18 weeks to 6 January		-9.3%
Grocery / food and drink	Fortnum & Mason	5 weeks to 25 December		17.0%	-11.0%
Lidl	4 weeks to 24 December		12.0%
Marks & Spencer (Food)	13 weeks to 30 December	9.9%	10.5%
Greggs	Quarter to 30 December	9.4%
Booths	3 weeks to 6 January	8.7%
Sainsbury's (Grocery)	6 weeks to 6 January		8.6%
Majestic Wine	8 weeks to 25 December		8.1%
Aldi	4 weeks to 24 December		8.0%
Ocado	20-24 December		7.0%
Tesco	6 weeks to 6 January	6.8%		11.5%
Naked Wines	Quarter to 31 December		-10.0%
Homewares / household / DIY	The Cotswold Company	9 weeks to 31 December		13.0%
Procook	12 weeks to 7 January	-0.4%	3.0%	-6.0%
Dunelm	13 weeks to 30 December		1.0%	2.0%
Topps Tiles	13 weeks to 30 December	-7.1%	-4.0%
Personal goods
Marks Electrical	Quarter to 31 December		17.8%
Mamas & Papas	13 weeks to 31 December		17.0%	20.0%
Superdrug	4 weeks to 31 December	7.1%	9.2%
Bodycare	4 weeks to 31 December		8.2%
The Card Factory	November and December	7.8%		-12.8%
Boots	Quarter to 30 November	9.8%	6.2%	19.2%^
Pandora	Q4 2023	-2.0%	0.0%
The Hut Group	3 months to 31 December		-1.0%
Curry's	10 weeks to 6 January	-3.0%
The Works	11 weeks to 14 January	-4.9%
Leisure / F&B	Drake & Morgan	'Christmas'	31.7%
Mitchells & Butlers	7 weeks to Christmas		9.0%
Fridays	December		4.0%
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Sector

Operator

Trading Period

LFL Sales Growth (YoY)

Total Sales Growth (YoY)

Online Sales Growth (YoY)

Department / variety stores

Marks & Spencer (Cloth. & Home)

13 weeks to 30 December

4.8%

10.9%

B&M

13 weeks to 23 December

1.2%

3.7%

The Very Group

7 weeks to 22 December

3.4%

Poundland

Quarter to 31 December

0.9%

3.1%

Argos

6 weeks to 6 January

-4.2%

Fashion / footwear / accessories

Sosandar

3 months to 31 December

23.0%

SeaSalt

5 weeks to 30 December

16.0%

11.0%

Hugo Boss

3 months to 31 December

10.2%

23.3%

JD Sports

22 weeks to 30 December

1.8%

6.0%

9 weeks to 30 December

0.6%*

5.7%

9.1%

Primark

16 weeks to 6 January

3.8%

4.5%

Mulberry

13 weeks to 30 December

-4.0%

Burberry

13 weeks to 30 December

-5%**

N Brown

18 weeks to 6 January

-9.3%

Grocery / food and drink

Fortnum & Mason

5 weeks to 25 December

17.0%

-11.0%

Lidl

4 weeks to 24 December

12.0%

Marks & Spencer (Food)

13 weeks to 30 December

9.9%

10.5%

Greggs

Quarter to 30 December

9.4%

Booths

3 weeks to 6 January

8.7%

Sainsbury's (Grocery)

6 weeks to 6 January

8.6%

Majestic Wine

8 weeks to 25 December

8.1%

Aldi

4 weeks to 24 December

8.0%

Ocado

20-24 December

7.0%

Tesco

6 weeks to 6 January

6.8%

11.5%

Naked Wines

Quarter to 31 December

-10.0%

Homewares / household / DIY

The Cotswold Company

9 weeks to 31 December

13.0%

Procook

12 weeks to 7 January

-0.4%

3.0%

-6.0%

Dunelm

13 weeks to 30 December

1.0%

2.0%

Topps Tiles

13 weeks to 30 December

-7.1%

-4.0%

Personal goods

Marks Electrical

Quarter to 31 December

17.8%

Mamas & Papas

13 weeks to 31 December

17.0%

20.0%

Superdrug

4 weeks to 31 December

7.1%

9.2%

Bodycare

4 weeks to 31 December

8.2%

The Card Factory

November and December

7.8%

-12.8%

Boots

Quarter to 30 November

9.8%

6.2%

19.2%^

Pandora

Q4 2023

-2.0%

0.0%

The Hut Group

3 months to 31 December

-1.0%

Curry's

10 weeks to 6 January

-3.0%

The Works

11 weeks to 14 January

-4.9%

Leisure / F&B

Drake & Morgan

'Christmas'

31.7%

Mitchells & Butlers

7 weeks to Christmas

9.0%

Fridays

December

4.0%

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Christmas Trading 2023: finding positivity behind the headlines

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