TABLE OF CONTENTS
EXECUTIVE SUMMARY 2
MARKET OVERVIEW 7
Market definition 7
Research highlights 8
Market analysis 9
MARKET VALUE 10
MARKET SEGMENTATION I 11
MARKET SEGMENTATION II 12
FIVE FORCES ANALYSIS 13
Summary 13
Buyer power 15
Supplier power 16
New entrants 18
Substitutes 20
Rivalry 21
LEADING COMPANIES 23
Debenhams plc 23
House of Fraser Limited 26
John Lewis Partnership 27
Marks and Spencer Group plc 30
MARKET FORECASTS 34
Market value forecast 34
MACROECONOMIC INDICATORS 35
APPENDIX 37
Methodology 37
Industry associations 38
Related Datamonitor research 38
Disclaimer 39
ABOUT DATAMONITOR 40
Premium Reports 40
Summary Reports 40
Datamonitor consulting 40
LIST OF TABLES
Table 1: United Kingdom department stores sector value: $ billion, 2005–09 10
Table 2: United Kingdom department stores sector segmentation I:% share, by value, 2009 11
Table 3: United Kingdom department stores sector segmentation II: % share, by value, 2009 12
Table 4: Debenhams plc: key facts 23
Table 5: Debenhams plc: key financials ($) 24
Table 6: Debenhams plc: key financials (£) 24
Table 7: Debenhams plc: key financial ratios 24
Table 8: House of Fraser Limited: key facts 26
Table 9: John Lewis Partnership: key facts 27
Table 10: John Lewis Partnership: key financials ($) 28
Table 11: John Lewis Partnership: key financials (£) 28
Table 12: John Lewis Partnership: key financial ratios 28
Table 13: Marks and Spencer Group plc: key facts 30
Table 14: Marks and Spencer Group plc: key financials ($) 31
Table 15: Marks and Spencer Group plc: key financials (£) 31
Table 16: Marks and Spencer Group plc: key financial ratios 32
Table 17: United Kingdom department stores sector value forecast: $ billion, 2009–14 34
Table 18: United Kingdom size of population (million), 2005–09 35
Table 19: United Kingdom GDP (constant 2000 prices, $ billion), 2005–09 35
Table 20: United Kingdom GDP (current prices, $ billion), 2005–09 35
Table 21: United Kingdom inflation, 2005–09 36
Table 22: United Kingdom consumer price index (absolute), 2005–09 36
Table 23: United Kingdom exchange rate, 2005–09 36
LIST OF FIGURES
Figure 1: United Kingdom department stores sector value: $ billion, 2005–09 10
Figure 2: United Kingdom department stores sector segmentation I:% share, by value, 2009 11
Figure 3: United Kingdom department stores sector segmentation II: % share, by value, 2009 12
Figure 4: Forces driving competition in the department stores sector in the United Kingdom, 2009 13
Figure 5: Drivers of buyer power in the department stores sector in the United Kingdom, 2009 15
Figure 6: Drivers of supplier power in the department stores sector in the United Kingdom, 2009 16
Figure 7: Factors influencing the likelihood of new entrants in the department stores sector in the United Kingdom, 2009 18
Figure 8: Factors influencing the threat of substitutes in the department stores sector in the United Kingdom, 2009 20
Figure 9: Drivers of degree of rivalry in the department stores sector in the United Kingdom, 2009 21
Figure 10: Debenhams plc: revenues & profitability 25
Figure 11: Debenhams plc: assets & liabilities 25
Figure 12: John Lewis Partnership: revenues & profitability 29
Figure 13: John Lewis Partnership: assets & liabilities 29
Figure 14: Marks and Spencer Group plc: revenues & profitability 32
Figure 15: Marks and Spencer Group plc: assets & liabilities 33
Figure 16: United Kingdom department stores sector value forecast: $ billion, 2009–14 34
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