英国零售业 - 2023年的主要机会在哪里？

Many retailers entered the Golden Quarter cautiously – with news headlines setting expectations for a challenging trading environment. However, as we finish the first month of 2023, the picture appears much more positive.

自今年年初以来，CBRE追踪的占领者交易声明中有81％是积极的。ONS还报道了令人鼓舞的12月销售数字 - 价值 +13.3％，而且数量仅为-1.4％vs2019。服装和鞋类的表现非常出色，销售价值 +12.7％，而且数量 +2.2％ +2.2％与2019年。奢侈品和珠宝占用者也有继续看到强劲的表现。此外，物理零售仍然具有弹性。2022年12月，自流行开始以来，在线渗透率降至最低点。

但是，并非所有指标都在信号轨迹上发出信号。尽管在2022年第四季度取得了稳步改善，但GFK的消费者信心在1月份下降到-45，该指标的历史低年度几乎。此外，经济与商业研究中心最近的发现表明，十分之六的家庭已经花费了所有的储蓄来“保持生活方式”。

因此，我们预计消费者支出的竞争将在未来一年保持强大。下面我们讨论了2023年占领者的一些机会：

Leveraging Store Networks

积极的交易声明中的一个值得注意的主题是店内销售渠道的复兴 - 有些将邮政罢工作为驱动程序。同时，CBRE跟踪的负面交易声明中有一半来自仅在线品牌。

In 2023 we expect stores to continue to drive performance. Our全球现场工作店报告highlighted consumers prefer to shop in-store for seven out of ten product categories, and seeing the product was the key reason listed for this preference. As disposable incomes remain squeezed, consumers will continue to place more emphasis on the quality of their purchase and will visit physical retail locations to help to validate this. The store network can also offer occupiers other benefits such as spin-off online sales or reducing return costs.

Prioritising Consumer Experience

在大流行期间有两年的社交活动有限后，消费者渴望获得亲自体验的机会。在整个2022年12月，英国在2019年之前在英国记录的餐桌预订数量为30％。

However,我们的研究发现消费者最有可能减少他们在外出就餐和休闲活动上的支出，而他们对自己的个人理财感到不利。占领者将需要努力工作，以吸引消费者花钱。那些提供真正独特的经验（以强大服务水平）的人将是克服当前经济衰退的最佳位置。

保持ESG重点

我们的研究发现68％的消费者比大流行时更了解地球面临的环境和社会问题。在过去的几年中，许多占用者已经通过使用产品线中的再生材料或将租赁概念引入其业务模型来增强其ESG证书。

As margins come under pressure in 2023, it may be tempting for occupiers to push ESG enhancements down the priority list. However, with 26% of consumers reporting that they have stopped shopping at a particular brand because of their environmental or societal stance, this is a topic which occupiers must continue to prioritise to retain market share.

Preserve International Spending

2022年，国际旅游水平反弹。到11月，英格兰的酒店占78％, in line with 2019 levels, according to Visit Britain.

Pre-Brexit免税购物吸引了国际spend. Meanwhile, in recent months the weakened pound has certainly been a driver. In the year ahead, occupiers must work to preserve the UK’s position as an international shopping destination. While there are many factors outside occupiers’ control such as the quality of the surrounding infrastructure and leisure attractions, introducing exclusive product lines or in-store experiences for the UK market are some examples which could help to achieve this.

如果您想更详细地讨论英国零售的机会，请随时与您联系我们的队伍。

*销售量考虑出售产品的计数，以消除通货膨胀的影响。