Retail sales, Great Britain: September 2026

UK Retail Sales September 2026: First Estimate Released

ONS published first estimates of GB retail sales in volume and value terms for September 2026, both seasonally and non-seasonally adjusted. The release feeds the demand leg of the GBP macro chain following last week's unemployment fall; traders now watch whether consumer spending holds firm enough to sustain prices ahead of Flash PMI prints on 23 Oct.

https://www.ons.gov.uk/releases/retailsalesgreatbritainseptember2026timeseries

UK Retail Sales Fall from 2.4% to 0.8% Year-on-Year

UK retail sales growth collapsed to 0.8% YoY in September from 2.4% previously, missing the 1.0% forecast. The sharp slowdown signals weakening consumer demand despite recent employment gains, testing whether the labour market strength can support prices. GBP traders now focus on Flash PMIs due today to confirm demand trajectory ahead of inflation.

https://x.com/FirstSquawk/status/2113511281236050050

UK Retail Sales ex Auto Fuel Fall to -0.7% in September

UK retail sales excluding auto fuel dropped 0.7% month-on-month in September, reversing the prior 0.6% gain and undershooting the -0.1% forecast. The sharp contraction signals weakening consumer demand ahead of the Healey Budget, raising questions about whether household spending can sustain price support. Flash PMI releases follow today.

https://x.com/FirstSquawk/status/2113511268334322109

UK Retail Sales Fall from 0.5% to -0.4% in October

UK retail sales contracted 0.4% month-on-month, worse than the 0.5% gain in the prior month and missing the -0.1% forecast. This signals weakening consumer demand ahead of inflation data and PMI releases later today, a key test in the demand leg of the GBP macro chain following last week's unemployment decline.

https://x.com/financialjuice/status/2113510887763939537

UK Core Retail Sales Slow to 0.8% from 2.7% YoY

UK core retail sales growth collapsed to 0.8% year-on-year from 2.7% previously, missing the 1.4% forecast and signaling sharply weakening consumer demand. This feeds the inflation outlook after recent employment gains; traders watch Flash PMI data today to gauge whether services pricing holds amid cooling retail momentum. GBP under pressure from demand deterioration.

https://x.com/financialjuice/status/2113510864498151510