Core Insights - UK retail sales increased by 0.5% month-on-month in September, significantly exceeding market expectations of a 0.2% decline, indicating robust consumer spending [1] - Retail sales volume reached the highest level since July 2022, with a revised increase in August from 0.5% to 0.6%, marking four consecutive months of growth [1] Retail Performance - Non-food store sales rose by 0.9% month-on-month, driven primarily by strong performance in clothing stores, benefiting from favorable weather conditions in July and August [1] - Online retail sales surged to the highest level since February 2022, with a month-on-month increase of 1.4% and a year-on-year increase of 5.6%, demonstrating the critical role of digital channels in retail growth [1] Quarterly Analysis - In the third quarter of 2025, retail sales volume increased by 0.9% month-on-month and 1.0% year-on-year, reflecting consumer resilience despite a high interest rate environment [1] - The positive impact of summer weather on outdoor and clothing consumption also boosted online shopping activity, supported by a stable job market and real wage growth [1]
英国9月零售销售意外环比增长0.5% 消费韧性支撑经济前景
Xin Hua Cai Jing·2025-10-24 06:41