From resilience to growth
European retail sales are returning to levels seen before the pandemic as economic headwinds ease, though the prolonged period of economic instability has resulted in consumers prioritising saving more. The prime occupational market will remain solid in 2025, driven by decreasing voids and positive rental growth, attracting investor interest. With secondary assets needing capital for modernisation, refurbishment and active asset management opportunities will also draw more investors. Combined with interest rate cuts and stabilising yields, this will boost the retail investment market.
Key Findings
Read each section of the report below.
Economic Overview
Europe likely facing a period of slower growth
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Consumer Landscape
European savings rates remain elevated
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Retail Sales
Retail sales growth slowing as consumers prioritise savings
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Online Retail
Trends within the European e-commerce market set to drive retail sales
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Food and Beverage
The F&B sector fares well as consumers prioritise the value and premium end of retail
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Athleisure
Athleisure on the rise: Europe's new retailer champion?
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High Streets
Prime mass market high streets close the recovery gap with their luxury counterparts
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Retail Parks
Value and convenience anchor the success of retail parks
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Shopping Centres
A story of polarisation, value-add and diversification
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Factory Outlets
Outlet operators are enhancing their retail offering to capture a higher market share
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Retail Investments
Taking a step back to gain momentum?
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Yields
Prime retail yields slowly bottoming out
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Outlook
What do the next twelve months have in store?
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