2021-09-14-莱坊-UK_Retail_Sales_Dashboard_September_2021_1页_369kb

the report from sources like knight frank, ons, oxford economics, and macrobond provides an analysis of retail sales data, highlighting key trends in value and volume changes, sub-sector performance, and influencing factors.

overall, retail sales value for the most recent month showed a 0.2% year-on-year decline, while volume fell significantly by 2.6%. Including fuel, the value increased by 2.3%, driven by artificial inflation in petrol demand that limited consumer mobility and shopping. however, excluding fuel, the declines were more severe, reflecting reduced consumer activity.

food and non-food sales exhibited positive growth at 0.7% and 0.8% year-on-year respectively, but this was overshadowed by poor performance in online pure-play operators, which fell 4.9% year-on-year.

sub-sector performance was mixed. clothing and footwear showed strong rebounds, up 12.1% and 13.3% respectively, while bulky goods, diy items, and carpets all saw cooling demand, with declines ranging from -5.7% to -4.1%, indicating a shift in consumer spending habits.

recent months and quarters further illuminate this, with year-on-year growth slowing in areas like volume, influenced by broader economic conditions.

additional metrics include e-commerce penetration, where online sales accounted for a significant but changing share of retail, highlighting digital shifts.