European Shopping Centre Spotlight H1 2026
"European shopping centres are entering a new phase of recovery, characterised by improving fundamentals, broadening investor interest and an increasingly pronounced quality divide."
Retailer
Tagged Articles
Spotlight: Shopping centre and high street – Q2 2026
"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"
Spotlight: AI and the Future of Physical Retail
"What does AI mean for the future of the physical store?"
Shopping centre & high street investment – Q1 2026
"Shopping centre activity strengthens, with high‑street investment led by timing rather than sentiment."
The battle for convenience as hypermarkets retreat
"From downsizing legacy assets to rolling out urban formats, retailers chase proximity, speed and low‑friction shopping."
Discounters applying pressure to national champions
"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."
A store-led digital reality
"Europe’s digital grocery future is built on bricks and mortar, with stores acting as the backbone for fulfilment, last‑mile efficiency and profitable omnichannel growth."
AI and the cost of compliance
"Automation streamlines, but compliance embeds long‑term capital costs into the grocery model."
Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
European grocery market outlook
"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."
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