Group 1 - The core inflation indicator for UK stores has risen to its highest level in nearly two years, with the price of essential goods increasing by 1.5% year-on-year in January, marking the fastest growth since February 2024, up from 0.7% in December [1] - Food inflation in UK stores has reached 3.9%, the highest level since September, driven by rising energy costs and increased national insurance contributions [1] - Retailers are struggling with higher costs and thin profit margins, making it difficult to lower prices in a competitive market, as stated by the CEO of the British Retail Consortium (BRC) [1] Group 2 - The BRC's Shop Price Monitor tracks the prices of 500 commonly purchased items, both online and offline, indicating that rising grocery bills are a concern for the Bank of England's monetary policy officials [3] - The Bank of England is closely monitoring food costs, as last year's food prices significantly contributed to inflation levels that were double the central bank's target [3] - Retail inflation data may raise consumer inflation expectations and complicate the decline of service and wage inflation, leading the Bank of England to adopt a more cautious approach regarding interest rate cuts [5] Group 3 - Major UK retailers reported weak sales during the Christmas period due to fluctuating consumer demand, with companies like Primark, Tesco, and Marks & Spencer failing to meet sales expectations [4] - The ongoing cost inflation and government tax policies have been cited as reasons for the financial struggles of retailers, including the recent bankruptcies of Claire's Accessories and The Original Factory Shop [4] - Consumer spending remains cautious in January, and persistent inflation does not help stimulate shopping activity, according to the head of retail and business insights at NIQ [4]
从食品到家具全线抬价! 英国“商店通胀”升至近两年最高位 央行按兵不动预期强化
智通财经网·2026-01-27 01:24