Can Retail Cope with An Energy Price Shock?
March 15, 2026
Higher oil and energy costs are expected to squeeze discretionary
Markets | Consumer OUTLOOK
Heading into February, European markets including Italy and Spain show the strongest growth potential. Analysts have mixed views on how the UK will fare, while the outlook for the US is ‘tempered optimism’ that 2024’s spending will be sustained.
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Markets
Higher oil and energy costs are expected to squeeze discretionary
A fragile revenue recovery is facing pressure from tariffs, higher
In uncertain markets, heritage brands are rediscovering that reputation, craft,
Asia and South America are driving retail expansion, but success
Winning retailers are abandoning expansion for expansion’s sake, focusing instead
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