
Briefing Note: UK Retail – Christmas Trading 2025
"UK retailers deliver resilient performance amid consumer caution"
Tagged Articles

"UK retailers deliver resilient performance amid consumer caution"

"Retail recovery strengthens despite economic headwinds"

"Despite a continued drag on business confidence, a number of economic indicators show higher-than-expected growth. So why is the investor market so slow to respond?"

"Core fundamentals of the occupational market continue to hold steady, despite domestic and international economic challenges. Shopping centre investment volumes showed a partial recovery in Q2, with the pipeline of high-quality assets coming to market looking strong."

"Food inflation remains above the long-term average, yet the UK’s leading grocers continue to see positive performance driving investor competition for well-located supermarket assets"

"Contrary to the narrative portrayed by the media, Christmas 2024 has been a relatively successful period for many retailers. December 2024 marked the first month to experience positive retail sales volume growth since April 2022, which has had a subsequent effect on operator performance."

"European savings rates remain elevated"

"Retail sales growth slowing as consumers prioritise savings"

"A story of polarisation, value-add and diversification"

"Improving consumer confidence as economic landscape beginning to improve"