
Market in Minutes: Central London Retail – Q4 2025
"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"
Tagged Articles

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

"European investment activity is set to rise by 6% YoY to €52 billion in Q1. Global capital is returning, albeit not yet at full speed, and confidence is gradually building. As a result, full-year investment volumes are forecast to increase by around 16%, with a further 17% growth expected in 2027."

"January sees a quiet start to 2026 following December’s flourish"

"Welcome to your latest Central London office market watch, exploring insight from the City and West End office occupational markets"

"European office demand held steady in 2025, with vacancies at 9% and incentives tightening, and take-up forecast to grow 3% in 2026."

"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."

"From downsizing legacy assets to rolling out urban formats, retailers chase proximity, speed and low‑friction shopping."

"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."

"Europe’s digital grocery future is built on bricks and mortar, with stores acting as the backbone for fulfilment, last‑mile efficiency and profitable omnichannel growth."

"Automation streamlines, but compliance embeds long‑term capital costs into the grocery model."