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Retail and leisure property research

The sector’s renaissance, in data

Our retail and leisure market research provides a data-led view of consumer behaviour, occupier demand and investment activity across the UK and global retail property market.

We track retail sales performance, occupier activity and investment volumes in real time across the high street, retail warehousing, shopping centres, foodstores and central London retail, publishing a regular retail and leisure market report and retail and leisure outlook alongside analysis of the structural themes reshaping the leisure property market — from omnichannel strategy and right-sizing to experiential leisure.

Our research supports retailers, leisure operators, landlords, investors, developers, funders and local authorities seeking to understand how consumer behaviour, occupier strategy and investment appetite are reshaping the sector.

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Retail Renaissance 2026: Still tough at the top

Our six-part insight series explores retail’s reset, examining the forces reshaping the £480bn market, from the evolution of online to renewed investment in physical stores and shifting investor behaviour.

The opportunity is real, but increasingly complex. Success now depends on being more selective, more investment-led and more operational in approach.

Latest research on Retail and leisure property research

Market updates

Quarterly updates and data dashboards covering consumer, occupier, and investment markets.

Thought leadership

Insight publications exploring the latest themes and trends shaping the industry landscape.

The Retail Note

Our weekly recap on the latest happenings in the retail sector.

Retail & Leisure

The Retail Note - Retail sales: the heat was on

This week’s Retail Note focuses on the July retail sales figures from the ONS, which showed an inevitable slowdown, but were by no means bad.

21 August 2026

Retail & Leisure

The Retail Note - Retail sales: World Cup winning?

This week’s Retail Note focuses on the June retail sales figures from the ONS, which were off-the-charts good.

24 July 2026

Retail & Leisure

The Retail Note - Retail Investment: the best offence is defence

This week’s Retail Note showcases Knight Frank’s H1 2026 Retail Investment Update, which explores Retail real estate capital market performance and trends in the first half of the year.

17 July 2026

Retail & Leisure

The Retail Note - Retail sales: they’re coming home

This week’s Retail Note focuses on the May retail sales figures from the ONS, which were as strong as expected.

19 June 2026

Retail & Leisure

The Retail Note - Retail sales: a yoyo rather than a no-no

This week’s Retail Note focuses on the April retail sales figures from the ONS, which were not as weak as has been reported.

22 May 2026

Retail & Leisure

The Retail Note - Retail sales: spend baby spend

This week’s Retail Note focuses on the March retail sales figures from the ONS, which defied all expectations.

24 April 2026

See more
Retail Renaissance compendium.
Retail Renaissance 2025: Rags to riches

A series of six insight papers exploring what other real estate sectors can learn from retail’s fall and unlikely rise again.

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