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MARKETING AND FINANCIAL PERFORMANCE OF JOHN LEWIS PLC

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MARKETING AND FINANCIAL PERFORMANCE OF JOHN LEWIS PLC
MARKETING AND FINANCIAL PERFORMANCE OF JOHN LEWIS PLC

Table of Contents
I. Executive Summary……………………………………………………...….......pg. 3
II. Introduction………………………………………………………………………………………..…pg. 4
III. Performance from the Marketing Perspective..……………………………………pg. 5-7
IV. Performance from the Financial Perspective...……………………………………..pg. 7-9
V. Performance in the Future……………………………………………………………….pg. 10-11
V. Conclusion……………………………………………………………………………………….…..pg. 12
VI. References……………………………………………………………………………………..pg. 13-15

Executive Summary:

The following report analyzes marketing and financial performances of John Lewis PLC. Methods of analysis include examining the following: the company’s marketing strategy, the percentage of its market share in comparison to 6 competitors, its position in the market over 5 consecutive years, its marketing goals and predictions for the future, its survival during 2008-2009 recession, company’s turnover over 4 consecutive years, the percentage of its turnover in terms of 6 competitors, expectations of the future of UK economy, and the firm’s predicted turnover for 2012 and 2013. Results demonstrate that John Lewis PLC is performing well in both, the marketing and the financial perspectives. The UK economy, however, does not look very optimistic, since inflation is predicted to decrease below Bank of England’s target and VAT taxes were forecasted to rise. Due to these circumstances, some recommendations for John Lewis are to take all or most of taxes on itself and be aware of new entrants. The analysis as a whole, however, has a number of limitations, including the fact that the company’s financial factors for 2011 are not available. Also, the forecast for the British economy does not always remain constant, leaving the future unknown.

Introduction:

In 1864, John Lewis opened a store on Oxford Street, which



References: Baker, R., (2011). John Lewis boosts experience with in-store spa. [online] Marketing Week. Available from: [Accessed 21 November 2011]. Baker, R., (2011), John Lewis boosts stores with digital strategy. [online] Marketing Week. Available from: [Accessed 21 November 2011]. Baker, R., (2010). John Lewis pushes Never Knowingly Undersold via Twitter. [online] Marketing Week. Available from: [Accessed 21 November 2011]. Gooding, P., (2011). Consumer Prices Index and Retail Prices Index: The 2011 Basket of Goods and Services. [online] Government Statistics. Available from: [Accessed 21 November 2011]. Jacobs, A., (2011). John Lewis Launches £23million Marketing Push. [online] Craft Business. Available from: [Accessed 21 November 2011]. Kollewe, J., (2011). John Lewis hit by VAT rise. [online] The Guardian. Available from: [Accessed 21 November 2011]. Oxlade, A., (2011). Interest rates predictions: When will the UK bank rate rise again?. [online] This is Money. Available from: [Accessed 21 November 2011].

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