Diane Wehrle CEO at Rendle Intelligence and Insights joins Simon for their monthly chat
We read the March 2026 retail and economic data against a month shaped by war and an early Easter, where strong headlines hide weaker high street reality • March footfall rising year on year but flattered by a weak 2025 comparison • BRC sales growth driven mainly by food as households buy ahead of Easter • Non-food sales growth lagging inflation and remaining fragile • High street sales down sharply with food and drink spend falling hardest • Pay-cycle spending patterns and how Easter timing shifts monthly demand • GfK consumer confidence sliding with personal finance views turning negative • Inflation pressure from housing and fuel costs pushing consumers to save more • Major purchases feeling riskier as caution rises • Unemployment dipping while economic inactivity increases, changing the real story • War-driven fuel prices feeding uncertainty with a possible staycation upside
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