This document summarizes the 5th LDC Retail Market Trends Summit. The summit included a keynote presentation by Matthew Hopkinson of LDC and a panel discussion featuring experts from Hogan Lovells, CBRE Global Investors, and bira. The summit provided an analysis of recent retail market trends in the UK based on data collected by LDC, including insights into openings and closures, regional performance, and categories and operators that are growing or declining. Attendees received a link to download the full trends report and presentation after the event.

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5th LDC Retail Market
Trends Summit

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5th LDC Retail Trends Summit
Keynote presentation
Matthew Hopkinson LDC
Chair
Damian Wild Estates Gazette
Panel
Anthony Newton Hogan Lovells
Andrew Angeli CBRE Global Investors
Michael Weedon bira
Tweet using #LDCInsights
Eva Pascoe The Retail Practice

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Profitability is under pressure
VS

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“A point of view can be a dangerous
luxury when substituted for insight and
understanding.”
Marshall McLuhan, Canadian Communications Professor

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5th LDC Retail Market Trends Summit
What do we do?

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What LDC does …

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What do we do?
3,000
LOCATIONS ANALYSED
501,896 in 7,000 locations
PREMISES TRACKED
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News feeds tracked
Updates a month
Field
Researchers
Data collection
App
QA
Team
Customers
LDO - Online
Dashboards
Relational SQL
Database
Footfall
Data
3rd Party
Data Feeds
Historical data
Development hours pcm
The ‘Bloomberg’ for the UK Retail sector

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Evidence based analysis
Cities & Towns
(50+ units)
850
Shopping Centres
(10+ units)
675
Retail Parks
(3+ units)
1,075
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5th LDC Retail Market Trends Summit
The ‘environment’

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Consensus output forecast
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(Source: UK Treasury)

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Percentage Change in the CPI and RPI since 1989
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(Source: ONS)

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UK Consumer Confidence
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(Source: GfK 2016)

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The EU Referendum Impact Analysis
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5th LDC Retail Market Trends Summit
Openings and Closures

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GB Openings &
Closures by
Classification
(2015)
(Source: LDC)

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Multiples -
Openings &
Closures by
Regions/Nations
(2015)
(Source: LDC)

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Multiples –
Percentage Net
Change by
Regions/Nations
(2015)
(Source: LDC)

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Independents -
Openings &
Closures by
Regions/Nations
(2015)
(Source: LDC)

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20Tweet using #LDCInsights
Independents –
Percentage Net
Change by
Regions/Nations
(2015)
(Source: LDC)

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Risers Fallers

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Biggest Risers by
Classification
(GB)
(2015)
(Source: LDC)

23. 5th LDC Retail Market Trends Summit
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Biggest Fallers
by Classification
(GB)
(2015)
(Source: LDC)
Car & Van Hire
Clothes - Men
Public Houses & Inns
Cheque Cashing
Clothes – Women
Banks & Other Financial
Institutions
Chemists / Toiletries
Restaurant - Indian
Newsagents
Post Office Services

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5th LDC Retail Market Trends Summit
Regional Analysis

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Openings &
Closures by English
Regions, Wales and
Scotland
(2015)
(Source: LDC)

26. 5th LDC Retail Market Trends Summit
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Net Change in
Units by English
Regions, Wales and
Scotland
(2015)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Town Analysis

28. 5th LDC Retail Market Trends Summit
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Top 10 Towns by
Churn Rate
(GB)
(2015)
(Source: LDC)

29. 5th LDC Retail Market Trends Summit
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Net Change in
Units by Town
(GB)
(2015)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Location Type

31. 5th LDC Retail Market Trends Summit
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Net Change in
Units by Location
Type (GB)
(2015)
(Source: LDC)

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Net Change in
Units by Location
Type and Business
Type (GB)
(2015)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Classification Type

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Percentage
Change in
Openings (GB)
(2014 - 2015)
(Source: LDC)

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Percentage
Change in
Closures (GB)
(2014 - 2015)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Category Analysis

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Top 10 Categories
by Churn Rate (GB)
(2015)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Fastest Growing Fascia

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Percentage Net
Change in Units by
Fascia (GB)
(2015)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Trend Analysis

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Net Change in
Units by
Classification
Type
(2010 - 2015)
(Source: LDC)

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Biggest
Fallers by
Category
Type (GB)
(2010-2015)
(Source: LDC)

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Biggest
Risers by
Category
Type (GB)
(2010-2015)
(Source: LDC)

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Leisure 2012-15
-1500
-1000
-500
0
500
1000
1500

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Service Retail 2012-15
-1000
-500
0
500
1000
1500

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Hobbies 2012-15
-200
-150
-100
-50
0
50
100
150
200
Snooker, Pool &
Billiards
Bingo Halls Bowling Alleys Theatres &
Concert Halls
Betting shops Cinemas Health Clubs

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5th LDC Retail Market Trends Summit
Historical Analysis – Top 500 Towns

48. 5th LDC Retail Market Trends Summit
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Multiples vs.
Independents,
Net Change
Over Time
(since H2 2009)
(Source: LDC)

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Net Change
in Outlets
(since H2 2009)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Supermarkets and the Discounters

51. 5th LDC Retail Market Trends Summit
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Growth Rate of
“Big Four”
Supermarkets
and Discount
Stores (GB)
(2010-2015)
(Source: LDC)

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Net Change in
stores for Discount
Stores and
Big Four
Supermarkets
(GB)
(2013-2015)
(Source: LDC)

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5th LDC Retail Market Trends Summit
Let’s GO LIVE on LDO
Supermarkets
Eating out

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5th LDC Retail Market Trends Summit
Footfall – SmartStreetSensor

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1,200 sensors across 100 locations
SmartStreetSensor

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SmartStreetSensor locations

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5th LDC Retail Market Trends Summit
E-propensity

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0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
Constrained by
Infrastructure
Too Old to Engage
Totally Connected
E-marginals: Opt Out
E-fringe
Low Density but High
Connectivity
Next Generation
Users
Students Online
E-marginals: Not a
Necessity
Uncommitted and
Casual Users
Young and Mobile
Leicester
0%
5%
10%
15%
20%
Constrained by
Infrastructure
E-fringe
E-marginals: Not a
Necessity
E-marginals: Opt Out
Low Density but High
Connectivity
Next Generation Users
Too Old to Engage
Uncommitted and Casual
Users
Young and Mobile
Eastbourne
Source LDC/University of Liverpool

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Profitability is under pressure
VS

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Download your copy of the report
Our customers will receive an email
with a link to download the full Retail
Market Trends Report (H2 2015) and
the presentation slides from today.
All attendees will receive an email with
a link to download the Retail Market
Trends Report Summary (H2 2015) this
afternoon.

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Thank you for listening.
matthew@localdatacompany.com | (0) 20 3111 4393 | www.localdatacompany.com
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63. 5th LDC Retail Market Trends Summit
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5th LDC Retail Trends Summit
Keynote presentation
Matthew Hopkinson LDC
Chair
Damian Wild Estates Gazette
Panel
Anthony Newton Hogan Lovells
Andrew Angeli CBRE Global Investors
Michael Weedon bira
Tweet using #LDCInsights
Eva Pascoe The Retail Practice

64. 5th LDC Retail Market Trends Summit
64Tweet using #LDCInsights