
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"
Tagged Articles

"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"

"With five sub-sectors currently exhibiting downward pressure and seven recording lower yields versus 12 months ago, there is evidence of increasing investor appetite; however, will escalating conflict in the Middle East throw a spanner in the works?"

"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."

"A story of polarisation, value-add and diversification"

"Retailer margins under pressure from record-high inflation"

"First ECB rate cut signals positive movement for European economy"

"Improving consumer confidence as economic landscape beginning to improve"

"Essential nature of the grocery market shows stability in retail sales"

"Online grocery exposure remains low, but international retailers favour omnichannel strategies "

"Winners and losers emerging from fragmented market"