🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

PREVIEW-Big UK retailers suffer, small ones fight for life

Published 03/20/2009, 07:17 AM
Updated 03/20/2009, 07:32 AM
KGF
-
SBRY
-

* Next full-year profit seen down 14 percent

* Kingfisher earnings seen falling 6 percent

* Signet profit expected to slump 44 percent

* Sainsbury Q4 underlying sales seen up 5.5 percent

* Quarterly rent day could herald more business failures

By James Davey and Mark Potter

LONDON, March 20 (Reuters) - The impact of the economic downturn on Britain's retailers will be starkly illustrated next week when three of the sector's biggest names are expected to report a fall in full-year profit.

Second-quarter rent day on March 25 could also be a crunch date for smaller businesses, after difficulties meeting rent payments in the first quarter caused several firms to collapse.

"I think undoubtedly we'll see another rough quarter," said Nick Hood at insolvency experts Begbies Traynor. "I can't see anything that has improved the situation since Christmas."

Next, Britain's second biggest clothier by sales value, is expected to post a 14 percent fall in year profit on Thursday, when Kingfisher, Europe's top do-it-yourself retailer, is also forecast to report a 6 percent decline.

Signet Jewelers, the world's biggest speciality jeweller, is tipped to report a 44 percent slump in annual profit on Wednesday, while small fashion retailers Ted Baker and Moss Bros are expected to report a fall in profit and wider losses respectively during the week.

But Sainsbury, Britain's No.3 grocer, will likely counter the gloom on Wednesday with a healthy rise in underlying sales, helped by higher food prices and a trend towards eating at home as cash-strapped shoppers cut back on meals out.

FASHION AND DIY SUFFERING

Many retailers have been struggling as indebted consumers rein in spending amid soaring unemployment, sliding house prices and fears of a long and deep recession.

Analysts expect Next to report pretax profit of 430 million pounds ($626 million) for the year ended January, according to Reuters Estimates, down from 498 million in 2007-08.

Next has said it expects underlying retail sales to fall in 2009 and faces higher import costs after a plunge in sterling.

Kingfisher should post an underlying pretax profit of 364 million pounds for the year ended January, down from 386 million the previous year, according to a company poll of analysts. Cost cuts will mitigate weaker sales.

The group will unveil recovery plans for its Chinese unit, which has been hit by government restrictions on new apartments and is forecast to post a loss of about 50 million pounds.

Plans could include an asset writedown, store closures, downsizing and possible sub-letting of space, analysts say.

Signet, whose chains include Kay and Jared in the United States and H. Samuel in Britain, said in January it expected to make a pretax profit of $180-$195 million for the year ended January, down from $333.5 million as demand for gold, diamonds and wristwatches waned.

However Sainsbury should buck the gloom. It is expected to report a 5.5 percent rise in same-store sales, excluding fuel, for the 11 weeks to March 21, according to the average forecast of 8 analysts polled by Reuters.

That would be up from 4.5 percent in the previous quarter and the firm's biggest rise in underlying sales for two years.

Struggling sportswear retailer JJB Sports Plc's latest extension to its banking arrangements expires on Tuesday.

It said on March 17 talks on the disposal of its 50-site fitness clubs business were continuing and revealed it was also looking at a number of other restructuring options.

Reports have said it wants to dispose of 30 poorly performing stores and was considering an arrangement through which landlords would be asked to accept lower rent.

"It is unimaginable that other retailers aren't following the JJB route and threatening landlords with full-scale insolvency as an alternative to them negotiating some sort of temporary or longer term down rating of rental," said Begbies Traynor's Hood. (Editing by Dan Lalor) ($1 = 0.6865 pound)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.