Market in Minutes: Central London Retail – Q4 2025
"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"
Retail
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Spotlight: European Grocery Report – Q4 2025
Contains 7 articles"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."
The battle for convenience as hypermarkets retreat
"From downsizing legacy assets to rolling out urban formats, retailers chase proximity, speed and low‑friction shopping."
Discounters applying pressure to national champions
"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."
A store-led digital reality
"Europe’s digital grocery future is built on bricks and mortar, with stores acting as the backbone for fulfilment, last‑mile efficiency and profitable omnichannel growth."
AI and the cost of compliance
"Automation streamlines, but compliance embeds long‑term capital costs into the grocery model."
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."
Spotlight: Shopping Centre and High Street – Q4 2025
"Consumer resilience remains strong, key performance indicators are steadily improving, and investment momentum is projected to continue into 2026."
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