2025年第三季度零售监测

Q3 2025 Tre Knight Frarik Reta I Mani.or provides; asec:cr= =nd cu'rert m= rket aentiment. knighfrnk.tu,ul./restin;l "Wishin'and Iopin'.The spectre of the tertheoming Autumn Budget may beall-pervadinginIcartativt.bulfankfully i isl Tetltclin niay fihtaclalrulailnriuntlikelydifferenice betweeithi: uid last year'sauitumn Budget? 2u4 was more corporace-ioccupier ConsumerConfidence Retail Footfall KEY HEADLINES Man'", f ilir nfurI'al*r, Ilopin ? the best, tu. bracea. fot the,trs. Ir: c.1lion wlth t.e sect..sI. the I'K conms, le retel markctssail.igtheoutcorae at ale Autt.im.i Bur.get on 26Nore.nbet. while slll absorbing the3, e EBu.get, rerallers le rac'ng '.; to theM.sumerden.and througt:motedestabil:sstionsrurit've sx nessures. Gut, ss set,tisesativtyhasn.tiot.gh ro m.ny or the key retaililetllreled CONSUMER MARKETS ONSRetail Sales BRC Retail Sales r**hlu a ch1'a. mr r'e ln.+ s, $ e.hl + ch nr tsc.ur.2 ur.; * Nrsslixu. r llrr li:ry. issl.Il,:'sul' Ihr Rnlgr i cl 'arri cil inT.inl. ialil.GIK's;Irrgi1ll (1+ 17: in F':l:':r, rixan111:y irginiveirir' n n lirir-mr -rjprising's. gererit' x-i.l rs al al'> i . [mrjeprasrts: fers. Ex Fuet Volun Rr i' l i: i rs: l. Qi.Y:Y l.til s'a v:1. (Fx h'? &N* 12.2, whil wl.*: lexr Ti.al:uw! g , Il Qs lig.rrs i'a ar'cn: slal Iry 11.5%. Sirpg ' Ihrirx:-sideral le axxtrpait , e: lisi1all thr Atar (Q1 vus, 114%, ls.In.1m; Q2 w:ls. 12.1m, vsl.n.7j.lell: hir I't: i- Q? Ia'-Tli、4(-44 I[-u[1vs. -1.7%) Average Weekly Earnings Almual esvs u .lt Ia, d:kire , Or .1 li:rlrri-,li.tip si, l:i1Li !! t, ws 'u, i, aluesal: with lm jerriaht pl nxniw y jual in.2w ir Qa wmpl:.iklkr n , wi- (T>Jx: i <trr's.αli1lt:il-kri 1et vicker T.K txxnty. KXIIPIFR MARKFTS All Retail - Rental / Capital ValueGrowth Ascvt,lis:[n [t:rliuri x:ly-1 : n: ilr.ple: dlsress, alh Gocer1 + sl:Te's) .ndI.' it:'s iJUG slnsi. Q, B:l. cr.tercd id.nbustru..,he 1w sji1 high Sireel aslal.ies1u.1 h+x: sirh1: '1: 1xg-1 :2.1 i: nt?ill live .i, on s. streamllined thasi3.unle" nw nr,tsti, Mcan,hilr.sona Aazor. I'sh bau agatnrnlr--link:l i : :gsis :lr.ixgke 1nnlI-:hatl il"al;,L rlllrz = manr.:gror, Isr "t Faar; 2, Retail Rental Growth by sector r.usIxx:l piivrriliura'lyable Q, overall eal' gaic,s iyccl Ixloe, 15% Irr 1h; Firstlime sillce 2020. ay 13lesLrrovod aross al reta cliaurelsn: :i' . r+lx!s hi: Ih slac.e.6....shoppl.1gcentresT:Aerd.ols, [ctal repts rer.. onby 12.sh or: sn a.nnualised hasls tosh pvir: Ir:j' +rs, irasigopcr. W JI-1 n,ut, Ixs. *2ars , INVFSTMFNTMARKFTS Yields 1.a: S alr -r r . mlan: [ (s! If. μta, =, Dy vlr.Je at el.ig more se'tive tobat.1 nat.r.al gnd 2lobal pa.itlca.3.idconoesertlment,recailirvestment isrket: remaln rsillmr.tec.volumes totalled Z..17hr: ir: Q3, 3-.1d.p2u.1.22bn; 3d -36. dell.e .1 tt.22ofrespaadlngquerter in2024u'Lin. Th's[ktor]YTDvolumes ir: 2025 t: 23.75bn, e.athe 1..1 fd 3r the[u.acira.sst veel. HS-Good Secondary HS-Prime ce.ite deals Gs va.uries at Csas.nA relstiv lack tt :srg2 s.oppingacss ur rnsct'sj wa one orthe ke: tat.ts behir.. t.ie shfttal!ir: oballwe-lterJouTuJev:tnaationsDracane.l.Sllver.urn..xonMelrsII Keep up to speed wlth retall markets wlth our quarterlycashboards 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 COMMERCIALINSIGHT CAPITAL MARKETS AGENCY Stephcn SpringhimTgt at. Hesa ar Ralgerwarcr5$2. 192: C2 ++.IR...A1..:rlar*.rk ccn P-thrH, -rl.. iel-ilnathanKasthwaixl Chartice. KarlasP-, F++l fiel-ilL'aptlalNar se:s Emms KarnstableAsewe.9. Cu iglIr59Ty - KnightFrank