1、REPORTCBRE RESEARCH AUGUST 2025Central London Retail Market ReportIntelligent InvestmentH1 20252CBRE RESEARCH 2025 CBRE,INC.Intelligent InvestmentCentral London Retail Market Report H1 2025ContentsConsumer trendsLeasing overviewInvestment overviewKey takeaways010203043CBRE RESEARCH 2025 CBRE,INC.Int

2、elligent InvestmentCentral London Retail Market Report H1 2025Market area overviewKey transport hubsMain tube stationsKey shopping centresKey high streets*Strand Strand/Embankment01Consumer trends 2025 CBRE,INC.Consumer trends01Consumer trends015CBRE RESEARCH 2025 CBRE,INC.Intelligent InvestmentCent

3、ral London Retail Market Report H1 2025Consumer confidence remainsvolatileThe GfK Consumer Confidence Index(CCI)is a widely recognised economic indicator measuring how consumers feel about the overall economy and their personal finances which can influence spending habits.FIGURE 1:Consumer confidenc

4、e index&consumer price index(inflation rate)London consumer confidence remains above UK levels,however fell to 0 in June from 10 in April.The UKs inflation rate increased to 3.6%in the12 months to June,up from 3.4%which was higher than economists had expected.This was largely driven by motor fuel co

5、sts and food prices.Consumers are therefore expected to remain cautious in discretionary spending.Source:GfK and ONS3.6%The UKs inflation rate in the 12 months to June-10 Points fall in Consumer Confidencefrom April to June 01Consumer trends0%1%2%3%4%5%-30-25-20-15-10-50510Jan 2024Feb 2024Mar 2024Ap

6、r 2024May 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025May 2025Jun 2025Consumer confidenceUK inflation rate(rhs)London CCIUK CCI6CBRE RESEARCH 2025 CBRE,INC.Intelligent InvestmentCentral London Retail Market Report H1 2025Footfall holds steady,whereas s