London retail

"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"

"Occupational demand remains buoyant for prime opportunities, but caution amid increased operational and fit-out costs is tempering rental growth"

"Occupational KPIs remained robust in Q1, albeit rental growth and vacancy contraction have continued to slow"

"Oxford Street was one of the few streets in the West End to see an acceleration in vacancy contraction and rental growth in Q4"

"Which categories will see the most active brands this year and why? Savills Retail explore the ones to watch…"

"West End sales performance remains mixed, with strong summer figures offsetting a softening in September"

"Stabilisation of occupational trends leads to improving investor interest however, consumer confidence remains fragile ahead of the Autumn Budget"

"Vacancy continues to come under downward pressure helping to drive rental growth, albeit the rate of this growth is starting to slow as performance normalises"

"In the face of subdued sales performance, vacancy continued to contract over Q1 2024, with the prime West End reporting double-digit year-on-year rental growth of 11.7%"

"Despite easing inflationary pressure positively impacting the direction of consumer confidence, spend growth remains varied by sector whilst anticipation of a recovery is leading to a hiatus in investment activity"