Discounters applying pressure to national champions
"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."
Retail property
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."
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."
Lucky Seven: Retail & Leisure Occupational Trends 2026
"National retail and leisure occupational trends to look for in 2026"
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"
Build: Perspective – retail sector
"Retail recovery strengthens despite economic headwinds"
Market in Minutes: UK Commercial
"Despite a continued drag on business confidence, a number of economic indicators show higher-than-expected growth. So why is the investor market so slow to respond?"
Spotlight: European factory outlet centres
"Outlet retail draws capital as consolidation accelerates, supply remains tight, and prime assets deliver attractive returns"
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