Market in Minutes: UK Commercial
"Cost of borrowing brings interest rate rises back into contention"
retailers
Tagged Articles
Spotlight: Shopping centre and high street – Q2 2026
"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"
Spotlight: AI and the Future of Physical Retail
"What does AI mean for the future of the physical store?"
Shopping centre & high street investment – Q1 2026
"Shopping centre activity strengthens, with high‑street investment led by timing rather than sentiment."
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."
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