
"In the four weeks 2 to 29 November UK Total retail sales increased by 1.4% year on year in November, against a decline of 3.3% in November 2024. This was below the 12-month average growth of 2.5%. Food sales increased by 3.0% year on year in November, against a growth of 2.2% in November 2024. This was below the 12-month average growth of 3.6%. Non-Food sales increased by 0.1% year on year in November, against a decline of 7.9% in November 2024."
"This was below the 12-month average growth of 1.6%. In-Store Non-Food sales decreased by 0.3% year on year in November, against a decline of 6.2% in November 2024. This was below the 12-month average growth of 1%. Online Non-Food sales increased by 0.5% year on year in November, against a decline of 10.3% in November 2024. This was below the 12-month average growth of 2.5%."
"Pre-Budget jitters among shoppers meant the month of Black Friday did not deliver as strongly as retailers had hoped or the economy needed. Sales growth was the weakest in six months, despite the elevated inflation. Not unexpectedly, online dominated, with the proportion of non-food bought online reaching its highest level since 2022. Many consumers took advantage of promotions, with homeware and upholstery selling well ahead of festive hosting. Fashion lagged, especially with the mild first half of November dampening demand for winterwear."
UK total retail sales grew 1.4% year‑on‑year in the four weeks to 29 November, below the 12‑month average of 2.5%. Food sales rose 3.0% year‑on‑year, underperforming its 12‑month average. Non‑food overall edged up 0.1%, with in‑store non‑food down 0.3% and online non‑food up 0.5%, both below their respective 12‑month averages. Online penetration of non‑food purchases increased to 44%, above the 12‑month average. Pre‑Budget consumer caution weakened Black Friday impact; many shoppers pursued promotions, boosting homeware and upholstery while fashion lagged. Retailers are increasing Christmas stock amid rising cost pressures and calls for policy to revive consumer confidence and lower business costs ahead of 2026.
Read at London Business News | Londonlovesbusiness.com
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