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2025.09.2510:17:26UTC+00UK Retail Sales Fall for 12th Month: CBI

The CBI Distributive Trades Survey reported a marginally improved yet still concerning weighted balance of -29%, barely differing from the previous month's figure of -32% and falling short of market expectations of -26%. Retailers are bracing for an even steeper decline next month, with projections at -36%. The drop in annual sales volumes has persisted for a full year, underscoring the enduring weak demand conditions impacting the sector. Once again, sales performance for the time of year was labeled as "poor," with an even bleaker outlook for October. Online sales volumes saw a significant downturn, plummeting to -24% from August's +3%, while wholesale sales similarly declined more rapidly. The motor trades sector experienced the most pronounced decrease, with sales falling by -67%. Overall, total distribution sales volumes contracted at an accelerated rate in September with a decrease of -35%, although a modest improvement is anticipated in October. According to CBI economist Martin Sartorius, the sector continues to grapple with weak demand, US tariffs, and high business taxes. Sartorius emphasized the importance of the government avoiding additional burdens in the upcoming Autumn Budget to help restore business confidence.

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