Fast-fashion retailer Shein recorded UK sales of roughly $2.8 billion in 2024, according to new disclosures, outpacing several established rivals and reflecting the sustained consumer tilt toward low-price, online-led apparel.
For UK retail finance, the figures are a stark reminder that spending remains highly price sensitive as real incomes recover only gradually.
Listed UK apparel names continue to rationalise stores, optimise inventory and push marketplace strategies to compete.
Payments data mirror the switch to digital platforms and ‘buy now, pay later’ options, with implications for credit risk and regulation.
For investors in UK equities, the shift accentuates dispersion: global, low-cost operators are gaining share, while mid-market legacy brands face margin pressure.
The macro angle is twofold: on the one hand, value-oriented consumption can support volumes even in a slow-growth environment; on the other, it may suppress inflation in discretionary goods, aiding the BoE’s disinflation effort.
Policy discussions on online marketplace regulation, returns waste and cross-border tax compliance are likely to intensify.
For landlords and lenders exposed to retail real estate, store consolidation remains an ongoing risk mitigated partly by alternative-use development in urban centres.
Poundland plans to close up to 68 stores in 2025 following financial difficulties and restructuring.
UK retail stocks, including major names like Associated British Foods (Primark) and Kingfisher, experienced a sell-off following a bearish note from Deutsche Bank about a slowdown in discretionary spending.
Fishing tackle and equipment retailer Angling Direct has reported a stronger-than-expected first-half trading performance, boosted by a solid UK performance.
Revolution Beauty has issued a profit warning, stating that its adjusted EBITDA will be lower than expected after a revision to its stock provisions.
Revolution Beauty has issued a profit warning, stating that its adjusted EBITDA for the last financial year will be significantly lower than initially forecast.
Fast-fashion company Shein is reportedly exploring a listing in Hong Kong as its London IPO plans face significant political and regulatory scrutiny.
Fast-fashion company Shein is reportedly exploring a listing in Hong Kong, as its plans for a potential London IPO face significant regulatory and political challenges.
Shares in JD Sports surged after Deutsche Bank raised its price target on the stock, citing the company's strong performance and growth potential.
An analysis suggests that Asda is struggling and 'misfiring' in the ongoing price competition among UK supermarkets, losing ground to its rivals.
Recent market data shows that the discounter supermarket Lidl is closing in on Morrisons, threatening to displace it as the UK's fifth-biggest supermarket.
Recent market data shows that the discounter supermarket Lidl is closing in on Morrisons, threatening to displace it as the UK's fifth-biggest supermarket.
Property firm British Land has reported strong occupancy rates in its retail parks, a positive sign for the company and the broader retail sector.
Mike Ashley, the founder of Boohoo, has reportedly called for a formal investigation into a debt collection agency, reigniting a long-running dispute.
The chairman of fast-fashion giant Shein has reiterated the company's desire to become a publicly listed company, even as its IPO plans face scrutiny.
The UK's largest independent toy retailer has announced plans to hand over ownership of the company to its employees.
Travel giant Tui has reported a jump in profits, defying the challenges of extreme heatwaves and the ongoing conflict in the Middle East.
Marks & Spencer has finally restored its click and collect service, months after a cyberattack on a third-party partner forced its suspension.
Dr Martens has reported a slide in profits but has stated that it remains on track for a return to growth in the coming year.
High street fashion retailer River Island has had its restructuring plan approved by a High Court judge, a move that will allow it to close stores and renegotiate rents.
A UK parliamentary committee has launched an investigation into the potential London IPO of fast-fashion giant Shein, raising concerns over its business practices.
UK high street bookseller Waterstones has secured a £125 million syndicated financing package, providing the capital for its future growth.
UK bookseller Waterstones has secured a £125 million syndicated financing package to fuel its future growth and expansion plans.
UK's main stock index slips 0.42% post-record close, led by Standard Chartered loss and retail woes.
UK equities advanced as softer US inflation buoyed risk assets, though domestically focused names underperformed.
US investment firm Carlyle is reportedly preparing to seize control of the UK online retailer Very Group, ending the long-standing ownership of the Barclay family.
Sainsbury's has announced it will close seven of its supermarkets as part of a strategic plan to reduce costs and focus on its most profitable locations.
High street retailer River Island has been saved from administration after a High Court judge approved its restructuring plan.
Lingerie retailer Ann Summers is implementing bodycams for staff in response to a rise in retail crime.
British retailer Next has once again raised its sales and profit forecasts following a robust second-quarter performance.
Co-op is introducing a new concept of 'food-for-now' micro stores in high-footfall locations across the UK.
