Basket & Barometer December 2025

Send us Fan Mail Building on the success of footfall insights we broaden the conversation with the Basket & Barometer podcast. Diane Wehrle CEO at Rendle Intelligence and Insights joins Simon for their monthly chat We dig into why Black Friday footfall held up while November spending slumped, and what that split means for December. We talk inflation turning to deflation in fashion and furniture, caution on inventory, and the ripple effects that hit suppliers when retailers stumble. • Footfall marginally down on Black Friday day, week up 1.1% year on year • November spend down 7% in towns and cities, steepest since July • Budget jitters and weather weighing on sentiment • Christmas timing supports a late pre‑holiday push • December growth outlook moved from +1.5% to flat • BRC: food drives growth, non‑food barely moves • Inventory discipline favours sell‑through over deep January markdowns • Fashion and furniture show deflation amid heavy discounting • Employment and housing trends dampen big‑ticket demand #theproductivityexperts Download a copy of the ReThink Productivity Retail Report Connect to Simon on LinkedIn Follow ReThink on LinkedIn

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Basket & Barometer December 2025

0:00 12:16

Chapters

0:15 Setting The Black Friday Scene
0:49 Footfall Data And Weekly Trends
1:37 November Spending Slump Explained
2:40 From Black Friday To Christmas
3:43 December Forecasts Turn Cautious
4:07 BRC Numbers And Non‑Food Strain
4:46 Golden Quarter Stakes And Risks
5:24 Profit Warnings And Supplier Fallout
6:30 Employment Shifts And Cost Pressures
8:47 Inventory Discipline And Softer Sales
9:10 Inflation, Deflation And Heavy Discounting
10:23 Fashion, Parties And Mild Weather
11:06 Furniture, Housing And DIY Links
11:45 Closing Wishes And January Outlook

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This episode is 12 minutes long.

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This episode was published on December 28, 2025.

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