Spotlight: European Grocery Report – Q4 2025
Contains 7 articles"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."
Retail strategies
Tagged Articles
A store-led digital reality
"Europe’s digital grocery future is built on bricks and mortar, with stores acting as the backbone for fulfilment, last‑mile efficiency and profitable omnichannel growth."
Consolidations and portfolio optimisation
"Margin pressure and rising capex push grocers toward M&A, buybacks and portfolio rationalisation."
Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
European grocery market outlook
"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."
Spotlight: Shopping Centre and High Street – Q3 2025
"Cautious consumer spending sees UK retail sales remain subdued in October 2025, but historically, this has proven to be a prelude to elevated demand during Black Friday and the festive trading season"
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"
Spotlight: Shopping Centre and High Street – Q4 2024
"With inflation on a downward trajectory and interest rates improving, a positive year of trading is expected across the shopping centre and high street markets"
Consumer spending trends of Christmas 2024
"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 Retail Market – 2024
Contains 13 articles"From resilience to growth"
.jpg)