Recent trading in the UK has shown some improvement. In our latest podcast, we delve into whether this uptick is merely due to favorable weather (boosting gardening, DIY, and fashion) or real green shoots of consumer life: probably a bit of both?
Additionally, we discuss how UK retailers might benefit from the current US tariff situation. Our analysis suggests that any significant impact would be more likely to boost FY27E rather than FY26E.
Tune in to our podcast for a deeper exploration of these topics:
