- Prior +0.5%; revised to +0.7%
- Retail sales +0.2% vs +1.5% y/y expected
- Prior +1.5%; revised to +1.0%
- Retail sales ex autos, fuel -1.0% vs -0.3% m/m expected
- Prior +0.6%; revised to +0.7%
- Retail sales ex autos, fuel +1.2% vs +2.5% y/y expected
- Prior +2.3%; revised to +1.7%
- Full report here
These are all big misses and the initial reaction saw of course the GBP falling across the board.
From the agency: “The quantity of goods bought (volume) in retail sales is estimated to have risen by 1.1% in the three months to October 2025 compared with the three months to July 2025. Clothing store sales rounded off a strong performance in those three months, peaking in September, while computer and telecommunication retailers rose across September and October 2025.”
“Retail sales volumes are estimated to have fallen by 1.1% in October 2025, following an increase of 0.7% in September 2025 (revised up from a 0.5% rise in our previous publication) and of 0.5% in August 2025 (revised down from a 0.6% rise in our previous publication). This was the first monthly fall since May 2025. Supermarkets, clothing, and mail order retailers fell in October 2025, which some retailers attributed to consumers delaying their spending in the lead up to Black Friday.”
This article was written by Giuseppe Dellamotta at investinglive.com.