年中欧洲零售展望与策略：将欧洲消费者家庭可支配现金流增长率降至约+2%后，我们关注2025年的四个主题

27 May 2025 | 5:38AM BST Europe Retail Mid-Year European Retail Outlook & Strategy: Having lowered European consumer HAC to c.+2%, we focus on four themes for 2025 HAC update: Our 2025 HAC forecasts are now Germany +2.3%, UK +1.7%, and France +1.2%, largely reflecting differences in wage inflation and, in all cases, assuming the recent material savings rate increases stabilise across the year. In this context, we look at 4 themes for the second half of 2025: promotion mix). Notably, Ahold flag their persona ...