Retail in the United Kingdom

TABLE OF CONTENTS

List Of Contents And Tables

Executive Summary

2025 Developments

Key Data Insights

Key Industry Trends

CHART 1 Key Industry Trends for Retail

Industry Performance

Tesco Repositions Pricing to Counter Discounter Gains

Retail E-Commerce Sets a New Standard for Everyday Shopping

Tiktok Shop Drives Discovery-Commerce and Resets Retail Strategies

CHART 2 Tiktok Shop Redefines Uk Online Retail as Social Commerce Goes Mainstream in 2025

CHART 3 Value Sales 2020-2030

CHART 4 Value Sales by Category 2025

What's Next?

Amazon and Tiktok Shop Drive a Rapid Shift to Value and Convenience

Experiential Stores and Ai-Powered Journeys Reshape Shopping Missions

CHART 5 Forecast Value Sales 2020-2030

CHART 6 Forecast Value Sales by Category 2025-2030

Competitive Landscape

CHART 7 Analyst Insight for Retail

Amazon'S Rapid Ascent and Lidl'S Expansion Reshape Competitive Balance

CHART 8 Company Shares 2025

CHART 9 Brand Shares 2025

CHART 10 Waitrose Unveils "Home of Food Lovers" - a Next Generation Experiential Grocery Concept

CHART 11 B&Q Pioneers Click-And-Collect Marketplace to Streamline Omnichannel Shopping

Operating Environment

Informal Retail

Opening Hours for Physical Retail

CHART 12 Standard Opening Hours by Channel Type 2025

Seasonality

Valentine's Day

International Women's Day

Easter

Back-to-school

Black Friday

Christmas

Economic Context

CHART 13 Economic Context for Retail

CHART 14 Real Gdp Growth 2020-2030

CHART 15 Inflation 2020-2030

Consumer Context

CHART 16 Consumer Context for Retail

CHART 17 Population 2020-2030

CHART 18 Population by Generation 2025

Country Reports Disclaimer

DISCOUNTERS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Discounters Summary
• Key Industry Trends
• CHART 19 Key Industry Trends for Discounters
• Industry Performance
• Aldi and Lidl Reshape Value Expectations with Nationwide Expansion
• Lidl'S Premium Private Label Launches Redefine Shopper Expectations
• CHART 20 Lidl'S Premium Private Label Expansion Drives Discounters' Momentum in 2025
• Aldi Accelerates Expansion as Value Loyalty Deepens
• CHART 21 Aldi Responds to the Growing Appeal of Discount Retail with a Gbp1.6 Billion Expansion
• CHART 22 Value Sales 2020-2030
• What's Next?
• Aldi and Lidl to Expand Networks to Capture Lasting Value Loyalty
• Lidl and Aldi to Strengthen Sustainable Sourcing to Attract Quality-Conscious Shoppers
• CHART 23 Forecast Value Sales 2020-2030

Competitive Landscape

• CHART 24 Analyst Insight for Discounters
• Lidl Accelerates Growth as Aldi'S Lead Narrows
• CHART 25 Company Shares 2025
• CHART 26 Brand Shares 2025
• Economic Context
• CHART 27 Economic Context for Discounters
• CHART 28 Real Gdp Growth 2020-2030
• CHART 29 Inflation 2020-2030
• Consumer Context
• CHART 30 Consumer Context for Discounters
• CHART 31 Population 2020-2030
• CHART 32 Population by Generation 2025
• Country Reports Disclaimer

HYPERMARKETS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Hypermarkets Summary
• Key Industry Trends
• CHART 33 Key Industry Trends for Hypermarkets
• Industry Performance
• Morrisons Expands Price Match as Discounter Gains Squeeze Margins
• CHART 34 Morrisons Doubles Down on Price Match to Defend Share against Discounters
• Morrisons and Asda Refocus Large Stores as Online Erodes Footfall
• CHART 35 Hypermarkets Reinvent In-Store Experiences to Compete with the Convenience of Online
• CHART 36 Value Sales 2020-2030
• What's Next?
• Aldi and Lidl Accelerate Share Gains as Shoppers Shift Spend
• Tesco and Sainsbury'S Invest in Loyalty and Premium Experience to Slow Declines
• CHART 37 Forecast Value Sales 2020-2030

Competitive Landscape

• CHART 38 Analyst Insight for Hypermarkets
• Tesco Leverages Value Strategies to Sustain Its Share Leadership
• CHART 39 Company Shares 2025
• CHART 40 Brand Shares 2025
• Economic Context
• CHART 41 Economic Context for Hypermarkets
• CHART 42 Real Gdp Growth 2020-2030
• CHART 43 Inflation 2020-2030
• Consumer Context
• CHART 44 Consumer Context for Hypermarkets
• CHART 45 Population 2020-2030
• CHART 46 Population by Generation 2025
• Country Reports Disclaimer

SUPERMARKETS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Supermarkets Summary
• Key Industry Trends
• CHART 47 Key Industry Trends for Supermarkets
• Industry Performance
• Asda Triggers Price War as Discounter Tactics Reshape Competition
• CHART 48 Asda'S 2025 Pricewar Relaunch
• Morrisons Adopts Shelf-Scanning Robots to Boost Efficiency and Accuracy
• CHART 49 Morrisons' Ai-Powered "Tally" Robots Redefine In-Store Operations
• Online Grocery Evolves with Faster Delivery and Convenience-Led Innovation
• CHART 50 Value Sales 2020-2030
• What's Next?
• Tesco, Sainsbury'S and Asda Sharpen Price Perception to Protect Shopper Loyalty
• Waitrose, Tesco and the Co-Operative Drive Digital Transformation and Sustainability to Meet Evolving Shopper Expectations
• CHART 51 Forecast Value Sales 2020-2030

Competitive Landscape

• CHART 52 Analyst Insight for Supermarkets
• Waitrose Accelerates Growth with Premium Ranges and Technology Upgrades
• CHART 53 Company Shares 2025
• CHART 54 Brand Shares 2025
• Economic Context
• CHART 55 Economic Context for Supermarkets
• CHART 56 Real Gdp Growth 2020-2030
• CHART 57 Inflation 2020-2030
• Consumer Context
• CHART 58 Consumer Context for Supermarkets
• CHART 59 Population 2020-2030
• CHART 60 Population by Generation 2025
• Country Reports Disclaimer

SMALL LOCAL GROCERS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Small Local Grocers Summary
• Industry Performance
• Independent Grocers Close Stores as Rising Costs Outpace Sales
• Store Closures Prevent Any Area of Growth among Independents
• Shoppers Seek Better Value, Accelerating Shift to Discounters
• CHART 61 Value Sales 2020-2030
• What's Next?
• Tesco Express and Deliveroo Partnerships Drive Polarisation in Performance
• Hyper-Local and Wellness-Led Formats Resist Wider Closures as Economic Headwinds Persist
• CHART 62 Forecast Value Sales 2020-2030

Competitive Landscape

• CHART 63 Analyst Insight for Small Local Grocers
• Holland and Barrett Modernises Stores to Capture Demand for Wellness
• CHART 64 Company Shares 2025
• CHART 65 Brand Shares 2025
• Economic Context
• CHART 66 Economic Context for Small Local Grocers
• CHART 67 Real Gdp Growth 2020-2030
• CHART 68 Inflation 2020-2030
• Consumer Context
• CHART 69 Consumer Context for Small Local Grocers
• CHART 70 Population 2020-2030
• CHART 71 Population by Generation 2025
• Country Reports Disclaimer

GENERAL MERCHANDISE STORES IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• General Merchandise Stores Summary
• Key Industry Trends
• CHART 72 Key Industry Trends for General Merchandise Stores
• Industry Performance
• Selfridges Reinvents In-Store Experience to Drive Renewed Engagement
• CHART 73 Selfridges Birmingham Unveils the Uk'S Largest Beauty Hall outside London
• Department Stores Capture Growth as Variety Stores Lose Ground
• B&M'S Focus on Essentials Cushions Decline in Value-Led Retail
• CHART 74 B&M - "Back to B&M Basics" Operational Reset
• CHART 75 Value Sales 2020-2030
• CHART 76 Value Sales by Category 2025
• What's Next?
• Retail E-Commerce Reshapes Store Strategies as Digital Expectations Rise
• Variety Retailers Outpace Department Stores as Value Drives Expansion
• Experiential Formats and Digital Integration Shape Future Resilience
• CHART 77 Forecast Value Sales 2020-2030
• CHART 78 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• CHART 79 Analyst Insight for General Merchandise Stores
• Home Bargains Accelerates Store Expansion to Challenge B&M'S Lead
• CHART 80 Company Shares 2025
• CHART 81 Brand Shares 2025
• Economic Context
• CHART 82 Economic Context for General Merchandise Stores
• CHART 83 Real Gdp Growth 2020-2030
• CHART 84 Inflation 2020-2030
• Consumer Context
• CHART 85 Consumer Context for General Merchandise Stores
• CHART 86 Population 2020-2030
• CHART 87 Population by Generation 2025
• Country Reports Disclaimer

APPAREL AND FOOTWEAR SPECIALISTS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Apparel and Footwear Specialists Summary
• Key Industry Trends
• CHART 88 Key Industry Trends for Apparel and Footwear Specialists
• Industry Performance
• Schuh and Primark Rebuild Engagement through In-Store Experience
• CHART 89 Schuh'S Experiential Edinburgh Flagship as a Response to Rising E-Commerce
• Primark and Schuh Elevate In-Store Discovery to Counter the Digital Shift
• CHART 90 Primark'S Manchester Flagship Reinvents Physical Retail to Drive Engagement
• CHART 91 Value Sales 2020-2030
• What's Next?
• Retailers Embed Circular Fashion and Digital Innovation to Meet Rising Expectations
• CHART 92 Forecast Value Sales 2020-2030

Competitive Landscape

• CHART 93 Analyst Insight for Apparel and Footwear Specialists
• Primark Consolidates Store Network as Zara Outpaces Rivals
• Zara Accelerates Growth through Store Innovation and Product Authority
• CHART 94 Company Shares 2025
• CHART 95 Brand Shares 2025
• Economic Context
• CHART 96 Economic Context for Apparel and Footwear Specialists
• CHART 97 Real Gdp Growth 2020-2030
• CHART 98 Inflation 2020-2030
• Consumer Context
• CHART 99 Consumer Context for Apparel and Footwear Specialists
• CHART 100 Population 2020-2030
• CHART 101 Population by Generation 2025
• Country Reports Disclaimer

APPLIANCES AND ELECTRONICS SPECIALISTS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Appliances and Electronics Specialists Summary
• Key Industry Trends
• CHART 102 Key Industry Trends for Appliances and Electronics Specialists
• Industry Performance
• Currys Accelerates Digital-First Shift as Shoppers Delay Upgrades
• Currys Closes City-Centre Locations as Online-First Approach Outpaces Rivals
• CHART 103 Currys' Shifting Strategy Highlights How E-Commerce Is Reshaping the Category
• Vodafonethree Leverages Consolidation to Capture Device Sales and Boost Bargaining Power
• CHART 104 Value Sales 2020-2030
• What's Next?
• Online Specialists Attract Cautious Shoppers as Store Networks Shrink
• E-Commerce Outpaces In-Store Sales as Value and Convenience Drive Loyalty
• CHART 105 Forecast Value Sales 2020-2030

Competitive Landscape

• CHART 106 Analyst Insight for Appliances and Electronics Specialists
• Currys Builds Lead as Vodafonethree Merger Reshapes Rivals
• CHART 107 Company Shares 2025
• CHART 108 Brand Shares 2025
• Economic Context
• CHART 109 Economic Context for Appliances and Electronics Specialists
• CHART 110 Real Gdp Growth 2020-2030
• CHART 111 Inflation 2020-2030
• Consumer Context
• CHART 112 Consumer Context for Appliances and Electronics Specialists
• CHART 113 Population 2020-2030
• CHART 114 Population by Generation 2025
• Country Reports Disclaimer

HEALTH AND BEAUTY SPECIALISTS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Health and Beauty Specialists Summary
• Key Industry Trends
• CHART 115 Key Industry Trends for Health and Beauty Specialists
• Industry Performance
• Boots Drives Value-Led Transformation with Own-Brand Expansion
• CHART 116 Boots Expands Own-Brand Wellness and Beauty Range to Strengthen Value Positioning
• Superdrug Redefines In-Store Beauty Experience to Boost Engagement
• CHART 117 Superdrug Turns Stores into Experiential "Beauty Playgrounds"
• Value-Seeking and Premiumisation Shape Wellness and Beauty Habits
• CHART 118 Value Sales 2020-2030
• CHART 119 Value Sales by Category 2025
• What's Next?
• Retailers Respond to Cost-Of-Living Pressures with Affordable Quality
• Retailers Integrate Technology and Service to Drive Footfall and Loyalty
• Private Label and Omnichannel Pricing Strategies Defend Share against Online Rivals
• CHART 120 Forecast Value Sales 2020-2030
• CHART 121 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• CHART 122 Analyst Insight for Health and Beauty Specialists
• Boots Leverages Omnichannel Strength to Reinforce Leadership
• The Perfume Shop Leverages Boutique Upgrades to Accelerate Sales Growth
• CHART 123 Company Shares 2025
• CHART 124 Brand Shares 2025
• Economic Context
• CHART 125 Economic Context for Health and Beauty Specialists
• CHART 126 Real Gdp Growth 2020-2030
• CHART 127 Inflation 2020-2030
• Consumer Context
• CHART 128 Consumer Context for Health and Beauty Specialists
• CHART 129 Population 2020-2030
• CHART 130 Population by Generation 2025
• Country Reports Disclaimer

HOME PRODUCTS SPECIALISTS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Home Products Specialists Summary
• Key Industry Trends
• CHART 131 Key Industry Trends for Home Products Specialists
• Industry Performance
• Ikea Leverages Value-Led Promotions to Boost Store Traffic and Spend
• CHART 132 Ikea Drives Footfall with Tiered In-Store Family Discounts
• Screwfix Accelerates Rapid Delivery to Win Digital-First Shoppers
• CHART 133 Screwfix Accelerates Digital Fulfilment as Offline Demand Softens
• CHART 134 Value Sales 2020-2030
• CHART 135 Value Sales by Category 2025
• What's Next?
• Ikea and Pets at Home to Sustain Growth as Hybrid Work Reshapes Spending
• Hybrid Retail and Sustainability to Drive Competitive Differentiation In-Store
• CHART 136 Forecast Value Sales 2020-2030
• CHART 137 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• CHART 138 Analyst Insight for Home Products Specialists
• The Range Accelerates Growth through Homebase Conversions and Value Focus
• CHART 139 Company Shares 2025
• CHART 140 Brand Shares 2025
• Economic Context
• CHART 141 Economic Context for Home Products Specialists
• CHART 142 Real Gdp Growth 2020-2030
• CHART 143 Inflation 2020-2030
• Consumer Context
• CHART 144 Consumer Context for Home Products Specialists
• CHART 145 Population 2020-2030
• CHART 146 Population by Generation 2025
• Country Reports Disclaimer

DIRECT SELLING IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Direct Selling Summary
• Key Industry Trends
• CHART 147 Key Industry Trends for Direct Selling
• Industry Performance
• Avon Uk Accelerates Digital Shift as Shoppers Favour Online-First Experiences
• Avon Uk Leverages Tiktok and Social Commerce to Re-Engage Shoppers
• CHART 148 Avon Uk Continues Shift to Digital and Social Commerce
• CHART 149 Value Sales 2020-2030
• CHART 150 Value Sales by Category 2025
• What's Next?
• Social Commerce and Ai Drive Digital-First Transformation
• CHART 151 Forecast Value Sales 2020-2030
• CHART 152 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• CHART 153 Analyst Insight for Direct Selling
• Avon Accelerates Digital Investment to Regain Share From Slower Rivals
• CHART 154 Company Shares 2025
• CHART 155 Brand Shares 2025
• Economic Context
• CHART 156 Economic Context for Direct Selling
• CHART 157 Real Gdp Growth 2020-2030
• CHART 158 Inflation 2020-2030
• Consumer Context
• CHART 159 Consumer Context for Direct Selling
• CHART 160 Population 2020-2030
• CHART 161 Population by Generation 2025
• Country Reports Disclaimer

VENDING IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Vending Summary
• Industry Performance
• Operators Accelerate Smart Vending to Meet Demand for Healthier and More Flexible Options
• Foods Vending, Drinks and Tobacco Vending Drive Value through Premiumisation and Convenience
• Operators Respond to Health-Driven Demand by Expanding Plant-Based and Premium Choices
• CHART 162 Value Sales 2020-2030
• CHART 163 Value Sales by Category 2025
• What's Next?
• Reverse Vending Machine Expansion Unlocks New Revenue Streams
• Smart Technology and Premium Formats Reshape Food and Drink Offerings
• Operators Leverage Ai and Automation to Drive Operational Efficiency and Customer Loyalty
• CHART 164 Forecast Value Sales 2020-2030
• CHART 165 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• CHART 166 Analyst Insight for Vending
• Costa Express Expands Tea and Coffee to Strengthen Premium Appeal
• CHART 167 Company Shares 2025
• CHART 168 Brand Shares 2025
• Economic Context
• CHART 169 Economic Context for Vending
• CHART 170 Real Gdp Growth 2020-2030
• CHART 171 Inflation 2020-2030
• Consumer Context
• CHART 172 Consumer Context for Vending
• CHART 173 Population 2020-2030
• CHART 174 Population by Generation 2025
• Country Reports Disclaimer

RETAIL E-COMMERCE IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Retail E-Commerce Summary
• Key Industry Trends
• CHART 175 Key Industry Trends for Retail E-Commerce
• Industry Performance
• Amazon Extends Prime Day, Transforming Shopping Habits and Boosting Marketplace Dominance
• CHART 176 Amazon'S Extended Prime Day Highlights the Growing Power of Marketplaces in the Uk
• Tiktok Shop Local Turns Social Content into Direct Sales for Small Businesses
• CHART 177 Tiktok Shop Local Turns Social Content into a Sales Engine for Uk Small Businesses
• CHART 178 Value Sales 2020-2030
• CHART 179 Value Sales by Category 2025
• What's Next?
• Temu Marketplace to Drive Growth as Value-Conscious Consumers Shift to Mobile and Social Commerce
• Ai-Powered Personalisation and Sustainable Fulfilment to Drive Business Transformation
• CHART 180 Forecast Value Sales 2020-2030
• CHART 181 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• CHART 182 Analyst Insight for Retail E-Commerce
• Amazon Leverages Promotional Scale as Tiktok Shop Accelerates Share Gains
• CHART 183 Company Shares 2025
• CHART 184 Brand Shares 2025
• Economic Context
• CHART 185 Economic Context for Retail E-Commerce
• CHART 186 Real Gdp Growth 2020-2030
• CHART 187 Inflation 2020-2030
• Consumer Context
• CHART 188 Consumer Context for Retail E-Commerce
• CHART 189 Population 2020-2030
• CHART 190 Population by Generation 2025
• Country Reports Disclaimer

CONVENIENCE RETAILERS IN THE UNITED KINGDOM

• Key Data Insights
• 2025 Developments
• Convenience Retailers Summary
• Key Industry Trends
• CHART 191 Key Industry Trends for Convenience Retailers
• Industry Performance
• Tesco Express and Sainsbury'S Local Drive Value-Led Growth as Footfall Shifts to Modern Convenience
• Sainsbury'S Local Refreshes Store Design to Win "Little and Often" Shoppers
• CHART 192 Sainsbury'S Local Debuts a Revamped Format Tailored to "Little and Often" Shoppers
• Co-Op'S Aldi Price Match Meets Demand for Everyday Value as Shoppers Seek Affordability in Convenience
• CHART 193 Co-Op Introduces Aldi Price Match to Reinforce Value Credentials in Convenience
• CHART 194 Value Sales 2020-2030
• CHART 195 Value Sales by Category 2025
• What's Next?
• Tesco and Sainsbury'S Invest in Speed and Local Relevance to Defend Their Share
• Co-Op and Spar Leverage Digital Loyalty and Partnerships to Boost Retention
• CHART 196 Forecast Value Sales 2020-2030
• CHART 197 Forecast Value Sales by Category 2025-2030

Competitive Landscape

• CHART 198 Analyst Insight for Convenience Retailers
• M&S Simply Food Extends Sales Lead with Value and Innovation
• Premier Outpaces Rivals with Flexible Expansion and Local Relevance
• CHART 199 Company Shares 2025
• CHART 200 Brand Shares 2025
• Economic Context
• CHART 201 Economic Context for Convenience Retailers
• CHART 202 Real Gdp Growth 2020-2030
• CHART 203 Inflation 2020-2030
• Consumer Context
• CHART 204 Consumer Context for Convenience Retailers
• CHART 205 Population 2020-2030
• CHART 206 Population by Generation 2025
• Country Reports Disclaimer