零售监测2025年第一季度

Q12025 Tre Knight Frarik Reta I Mani.or provides; asec:cr= : nd cu'rert m= rket aentiment. knixhfrunlk,tajrn:rsaireh aratalin sirruniugelal arirfwarQlwasin Qz, hul oecupicr 1atkel s will omt: undyt ierasud cxisi atd imargin prussurl." ConsumerConfidence Retail Footfall KEY HEADLINES Man'", f ilir nfurI''al*r, Gxe.:lJ:rc: ( h: nor .2 :e:hs Trad'ti..is.ly covering s.ne of the1SIT.bcalerdat, Ql del'veses.ple.ars1-1t.ie.etsilFoalcve etislty, Corsime: spendir2Foerstrengthe.iedasIn.lstiontiot.eh eac.1 morth : the quarer.eses.,witlretail ssles asalerarilnaxuxtionalsta"e, w.th mnims. .lstress, firterI.1e.rke.reme'nedI.npioren'ent n acaney rsres, 3ndstzer.gthenlng .ental groth. Cspi'slarkesere rary actlve, with..alavatient3etr1R'sriclng e.nrge., aitt. caplra: sal'esaeorcd.Cruc.allr.siansofe-M.isecur.ve mnt.is af dec.ir.e.rzrur.ilng t: roslt've 2towth er . ONS Retail Sales BRC Retail Sales ce.hl + ch nur tsc.ar.2 Pur.; * r**hlu a ch1a. mr r'e ln.+c s, $ (X(INSUMER MAHKE1S ers. Ex Fuet Volun Thel:s:, iL Hty TK rgiuIl lre I yel : ir Qlix jureil 'ut Asilia's Tremme Trnsrr. taisne?.le e jeriel 'l tr. AtturdingInl l iverige ispsalle i'ure c:c257I>. huug gkela' seal'lit>sill;rHil'sire: il tlle- Ieiets Dll msl -29j.s), tlsur u he, >.Iers*iler m..arS. [-a IL! I.:regir:dingIlin'r12;1jer-ar:"+a'll tshii+ :lsFalhhugh, wat's a. i:rsursi llieI, I.X [, PI, IE1.:1. Average Weekly Earnings Almual esvm u .lit Ia, d:kire , Shoppxrs c+ iyl ( Irr P1 I'rrIp.* tals s[ inl.li it' (: 2r:%) anl-lsw:i-iralis wap: gmeth (++i..hich Iricke: thnmug.. irerasl:[*linig poaxr. n ng Fs re.cxrrrhxl pr:-[anlmrice: kr's an12:rir'y n'xis a'th: (< ;1rnlor, Fistillinks.Sxlnl.elgrg ilrit: slirg irkriyh w).Rliril 's val:cs 2.9 1 l:r=:+2.0s;. 1a withot.1 Ir<t s.irrr:lusHasl:ri h OGCAJPIFR MARKFTS All Retail - Rental / Capital ValueGrowth cf.ccvc.yuarkcdtlicTsey'nxi Is:r :al Ixke:ne: il ri uner ast zesstles a.e intlo.l.d orrtanilkcrs Inon th's April :hirirr V1cnmri.ul.ots. midin'lin vage rises,rduccd br.su:ss tz.tes ne.lef,T.vs*.lsa.pol.ed by the Spr.ng sts.terent.i unlr.shh isnxl salls ie pfaw it NIeclagLn:tha's.Iglcruelaly, o furth D raxes wcr? rlllrs I= manr.. gror, Isr "t Faars 2, Oepitl :islres- was rtin'rr:l, 'im'lapt r:pl. srrs (ahx:, Quv, 1+ The: SIyejC.l t epeat offeodcs' ad ulr?Trs.1.ig es'Tts wer2 trong rr na.i(Pendsal. 1rrxlm. I5. Ftiasy' um.Nexli. wlfs othe's rderstelhres?Mnile, Miangp, Ale'trmlir(HesiM,IctsatHou.).Iite.1. St.perdrug. ar- ss.txnd al.Inound cxpansion plzr.s. fxin:Ubps te :s.1w. Wental mow-h alsoin il:ins valis rae khfs? col'secutise n.a.he, led tw rerai.ing ':r, srwig il!wathot.sin; itd shwin ccnTs. Retail Rental Growth by sector W JI-1 n,ut, Ixs. *2ars , INVESTMENT MARKETS l3br. J. 0! ocl:*: -he fve-quarterb Qi's zccFlonal s.ubp. RctaLavergge (.stn, bur ucoativelr skcaedI'soc.soc(1)d Heh cs11:13.50actinc.ShanpiraccntrInvstr.ier.t wae nutad, coutribr.tn?lust 3%, of total vc.uures. Yields .+L.,3 S I:tL [ (s! If. μta, =, HS-Good Secondary HS-Prime The 3s.nk ot Engl 3nd's 25bj: rare c. to1.5%; i.1 ebruarr gse 3 1iodest .it: toburiatTen.3ir'ecsel.tinme.tat.ier tha.r -hasir.g are-.rve.1 2'n.clsed l retsil's inme [sl.ieltwo years or dec.ine, ca,'rs' vsluestt.med a colne.. aritt: Msrc. alol'?tecotding25bps leld zolm resslon ir: Prlme :[lct.12.skgowh.SelesriSteets is.srs.: and Pordktotes tl.7ss!niahlctsLwaini1 alen,s.rene..1 of a cas.1ffw. Keep up to speed wlth retall markets wlth our gquarterlycashboarcs and weekly RetailNote SIGN UP ONLINE Wr Ilk.ar'ks'lrs, Ityan'v: gr.r r nhalr .wr rsa rh, ar wal'r llka sn ".: m v r'at...e. we wsul. 'ne .e leal tJ yvu CAPITAL MARKETS COMMERCIALAESEAACH AGENCY Chartice. KarlasP-, F-l fiel-ilL'aptlalNar se:s P-thrH, -rl.. iel-ilnathanKasthwaixl Stephcn SpringhiimTgt at. Hesa ar Ralgerwarcr5$2. 192: C2 ++.IR...A1..:rlar*.rk ccn Emms KarnstableAsewe.9. Cu iglHyt-erng berns.ve? KnightFrank