"Consumer headwinds persist, but occupational fundamentals remain supportive"

"Prime main-street retail corridors continue to outperform, while improvement continues to broaden across the wider retail market, supported by shifting consumer demand for lifestyle products, cultural goods, and experiential services."

"What does AI mean for the future of the physical store?"

"Shopping centre activity strengthens, with high‑street investment led by timing rather than sentiment."

"Volatility becomes orthodox"

"The UK leisure market enters 2026 with a blend of opportunity and uncertainty. Businesses that remain agile in pricing, invest selectively, improve operational efficiency and strengthen the quality and distinctiveness of their offer will be best placed to navigate the evolving market landscape."

"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"