Consumer Confidence
This coverage explores trends and insights into consumer confidence and their impact on the UK retail sector. Reporting includes survey data, economic indicators, shopper sentiment, and analysis of how confidence levels influence spending patterns, sales performance, and strategic planning. Designed for retail executives and managers, it provides context for understanding demand fluctuations and preparing for market challenges.
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Oct- 2025 -21 OctoberEconomy
Retailer profit warnings nearly double in Q3
Profit warnings issued by listed retailers in Q3 have almost doubled against the prior year, according to a new report from EY-Parthenon.Over the period, listed retailers issued nine profit warnings, the highest level since Q4 2023. Over half (56%) of these warnings cited weakened consumer confidence as a driving factor.…
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17 OctoberDIY
Ikea UK FY sales fall 2.1% to £2.25bn despite strong final quarter
Ikea UK has reported retail sales of £2.25bn for the 2025 financial year, a 2.1% decrease on the previous year’s £2.30bn. The retailer said the performance comes despite seeing sales strengthen in the final quarter, rising 3.3%, with the trend continuing into September 2025. Ikea added that amid limited national…
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14 OctoberEconomy
Retail sales edge up 2.3% in September as food spending drives growth
UK total retail sales rose by 2.3% year on year in September, up from growth of 2% in September 2024 and above the 12-month average increase of 2.1%, according to the British Retail Consortium (BRC) KPMG Retail Sales Monitor. Food sales increased by 4.3% on the year, compared with 2.3%…
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9 OctoberHigh Street
UK retail footfall records first annual decline since 2019
UK retail footfall declined in September, marking its first annual fall since 2019 and the sharpest month-on-month drop in more than a decade, according to MRI Software’s latest figures. Total footfall was down 0.2% year on year, led by a 1.1% drop in high street visits. Shopping centres saw a…
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Sep- 2025 -25 SeptemberDepartment Stores
DFS profits rebound to £32.9m
DFS has announced it has returned to profit in the year ended 29 June 2025, posting a profit-before-tax of £32.9m, up from a loss of £1.7m. Alongside this, the company saw its revenues jump 4.4% to £1.03bn, up from £987.1m in the previous year. It also saw its reported order…
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25 SeptemberEconomy
AO chief warns UK economy is sliding towards recession
AO World founder and chief executive John Roberts has warned that the UK is heading into recession in a recorded interview with the BBC yesterday (24 September) as inflation and labour pressures weigh on businesses. According to Roberts, Britain is “heading into another” downturn, noting that rising costs were affecting…
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19 SeptemberEconomy
UK consumer confidence falters ahead of Autumn Budget
UK consumer confidence has dropped by two points to -19 in September ahead of the Autumn Budget, according to GfK’s latest long-running index. The survey revealed that all five measures declined in comparison to last month’s announcement. The index measuring changes in personal finances during the last year was down…
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9 SeptemberEconomy
Retail sales rise 3.1% in August due to warmer weather
UK retail sales grew 3.1% in August compared with the same month last year, marking a stronger end to the summer thanks to warmer weather, according to the British Retail Consortium (BRC). The figures, covering the four weeks from 3 to 30 August, were above the 12-month average growth of…
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5 SeptemberEconomy
Retail sales rise 0.6% in July boosted by footwear and clothing
Retail sales in the UK rose 0.6% across July, after increasing 0.3% in the previous month, according to data from the Office for National Statistics (ONS). This increase was driven by clothing and footwear sales, which rose 2.5% in the period, with non-store retailing sales volumes up 2.5%. Furthermore, household…
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2 SeptemberClothing & Shoes
Levi’s UK warns rising ‘anti-Americanism’ could damage brand
Levi’s UK has warned that a risk of “rising Anti-Americanism” in light of Trump Tariffs and US governmental policies could drive consumers away from US brands and dent its sales in the UK. In its latest filings on Companies House, the group said that consumers may develop an “increasing willingness”…
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