Basket & Barometer December 2025

Send us Fan MailBuilding 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 chatWe 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 #theproductivityexpertsRegister for the 2026 Productivity ForumFind us in the Top 50 Productivity PodcastsConnect to Simon on LinkedInFollow ReThink on LinkedIn

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This episode was published on December 28, 2025.

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