Reading between the lines of Christmas trading results 2023–24
"December’s Christmas trading results give insight into how different sectors are performing in the current economic climate"
Tagged Articles
"December’s Christmas trading results give insight into how different sectors are performing in the current economic climate"
"Retail investment activity remains relatively resilient and accounts for 17% of total European investment volumes, its largest share since 2016"
"Rising food inflation has driven sales growth but is offset by a fall in volumes in the UK grocery market; however, with headwinds beginning to ease, investment demand has begun to see a resurgence in 2023"
"UK retail yields start to rise in the face of economic concerns"
"Ongoing headwinds dampen consumer confidence"
"The grocery sector is undoubtedly at a crunch point between supply issues and rising prices; however, this will continue to drive the strong discounter portfolio growth that has been prevalent in recent years"
"Ongoing demand for secure income on long-leased assets has supported supermarket investment through 2021"
"A strong year end ahead"
"Supermarkets are striking the right balance between online and physical stores."
"Consumer confidence remains suppressed; however, the grocery sector shows strong resilience. The key question remains, how to predict consumer behaviour in the new normal"