AI and the cost of compliance
"Automation streamlines, but compliance embeds long‑term capital costs into the grocery model."
retailers
Tagged Articles
Consolidations and portfolio optimisation
"Margin pressure and rising capex push grocers toward M&A, buybacks and portfolio rationalisation."
Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
European grocery market outlook
"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."
Lucky Seven: Retail & Leisure Occupational Trends 2026
"National retail and leisure occupational trends to look for in 2026"
Briefing Note: UK Retail – Christmas Trading 2025
"UK retailers deliver resilient performance amid consumer caution"
Spotlight: Shopping Centre and High Street – Q3 2025
"Cautious consumer spending sees UK retail sales remain subdued in October 2025, but historically, this has proven to be a prelude to elevated demand during Black Friday and the festive trading season"
Market in Minutes: Central London Retail – Q1 2025
"Occupational KPIs remained robust in Q1, albeit rental growth and vacancy contraction have continued to slow"
Spotlight: UK Retail Warehousing
Contains 2 articles"Longer-term disinflationary trends remain intact, driving further interest rate cuts set to boost consumer spending, but will occupier cost increases and US tariffs throw a spanner in the works?"
Occupational market trends
"The retail warehouse market continues to grow, whilst footfall across retail parks continues to impress"
.jpg)