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Rising food and petrol prices continue to hurt shoppers but retial sales volumes increase in May

If you are writing on today's ONS Retail Sales statistics, please consider the following comment from David Bush, Head of Grant Thornton's Retail Services Team.

According to today's monthly ONS retail sales statistics, the value of retail sales made by food stores rose by 7.8% over the last 12 months, the largest increase in retail food sales since May 2001. This significant rise in the value of food sales is largely due to the large increases in basic food prices which are now being reflected in price increases at the till.

"Today's retail results clearly illustrate the burden of increasing food prices on shoppers who are beginning to react by trading down and looking for discounted products when they wouldn't have done so previously. This is clear evidence of price inflation coming through and is not a healthy sign for future consumer spending," says David Bush, Head of Retail Services at Grant Thornton.

Overall retail sales volumes also increased in the last three months and were 5.4% higher than the same period a year ago  Therefore this is largely due to the large amount of discounting that has occurred in stores and is likely to translate into reduced gross margins for retailers.

Today's announcement also highlighted that sales volumes for non-store retailing increased over the last three months year on year by 16.9%, significantly more than the other sales categories' increases. Internet retailers are clearly bearing up better than high street retailers.  This is due at least in part to shoppers reducing trips to stores as a result of petrol price increases.

"There is clear evidence that the reduction in consumers' disposable income - caused by rising food, petrol prices, domestic fuel bills and falling personal housing equity balances - is beginning to severely impact retailers' sales despite the superficially positive nature of this month's figures," Bush concludes.