Briefing Note: UK Retail – Christmas Trading 2025
"UK retailers deliver resilient performance amid consumer caution"
Consumer trends
Tagged Articles
Spotlight: Shopping centre and high street – Q2 2025
"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."
Spotlight: UK Grocery Report – 2025
"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"
Consumer Landscape
"European savings rates remain elevated"
Retail Sales
"Retail sales growth slowing as consumers prioritise savings"
Shopping Centres
"A story of polarisation, value-add and diversification"
Improving European Consumer Landscape
"Improving consumer confidence as economic landscape beginning to improve"
Market in Minutes: UK Commercial
"The market remains in a period of stasis, but opportunities are emerging. ‘Rest of UK offices’ look interesting based upon the yield gap to Central London offices"
Food and Beverage
"Consumers are still prioritising spending on eating and drinking out, as well as at-home delivery; however, their spending patterns remain polarised"
Leisure subsector: the UK Cinema market
"Box office revenues improve as Hollywood gets its act together, which comes at the right time for multiscreen operators"
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