Taking Stock 2026
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In 2026, retail growth is more competitive, with opportunities being shaped by smart execution. Consumer demand is recovering unevenly, cost pressures remain elevated, and competition is being reshaped by platforms, cross-border players and AI-led change. In addition, geopolitical tension is likely to weigh on inflation and confidence.
Our report, ‘Taking Stock’, explores the macroeconomic backdrop, the demand-shaping themes and the structural shifts set to influence retail, consumers and manufacturing throughout 2026.
We would welcome the opportunity to discuss any of the themes covered in this report and what they may mean for your business. Katie Nagy de Nagybaczon or Tom Scourfield, Co-Heads of the UK Consumer & Retail Sector Group, would be delighted to continue the conversation. Please feel free to get in touch using the contact details above.