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

"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."

"Improving consumer fortunes suggests a turning point in occupational performance, so will 2024 be the last chance for a prime bargain in the investment market?"

"December’s Christmas trading results give insight into how different sectors are performing in the current economic climate"

"A more diverse buyer pool is starting to emerge as the price shift of the last 12 months is delivering price discovery and interest from new investors"

"Retailer Christmas trading statements revealed an encouragingly positive festive period on the whole, although the outlook for 2023 remains cautious"

"Consumer confidence remains suppressed with the second national lockdown underway ahead of the Christmas period"
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"Shoppers are unlikely to be deterred by either Brexit or a general election."