European retail: distress levels not seen since the 2009 financial crisis Europe According to the Weil European Distress Index published on June 26, 2025,…
Footwear: 80% of Asian sourcing weakened by the effects of climate change Asia With the Digital Product Passport set to impose greater transparency and traceability on textile production chains from 2027, Scott Kelly,…
U.S. GDP fell and commercial vacancy rose in Q1 Americas While the impact of tariffs began to affect the US economy in Q1, with GDP falling by 0.3%, retail space occupancy rates did not improve.
With active support from Beijing, Chinese retail is beginning a fragile recovery Asia Boosted by government intervention, retail sales ended up 4.6% in the first quarter ended March 2025 in China (year-on-year).…
In a booming second-hand market, 2nd Street continues Asian expansion Asia Japanese second-hand specialist 2nd Street continues to expand, opening a first store in Singapore at the end of April in the 313@Somerset centre (26,800 sq.m of net leasable area).…
In France, BNPL use declines in 2024 Europe According to a 4th edition of the Floa – Kantar barometer measuring changes in payment practices in Europe (4,916 respondents),…
U.S. shoppers, nervous about Trump’s policies, are cutting back on non-essential purchases Americas On March 17, 2025, the Department of Commerce published the retail sales figures for the U.S.A. In February,…
Free China: Cosmetics, luxury goods and fashion collapsed in 2024 Asia In China, total retail sales slowed in 2024. According to the National Bureau of Statistics, they increased by 3.8% in value last year (excluding automobiles),…
Circana : grocery retailers posted a 3rd year of falling volumes in France Europe Despite the inflation slowdown, French consumers did not move upmarket in 2024, according to the annual report from Circana institute, which was formed by the merger of IRI and NPD. Over a cumulative 3-year period, FMCG volumes decreased by 8.1% in France, all channels combined.
[Inflation Barometer] Despite inflation stabilising in 2024, European retail is still being penalised by prices that are too high In 2024, inflation reached a moderate level of +2.4% in both the Eurozone and the U.S.A. In the long term, the gap in terms of consumption is real: over 3 years, food inflation reached +25% in Europe compared with +15% in the USA. This price uplift is penalising the retail sector in France and Germany. In the USA, however, the retail sector is in good health.
