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As of December 2025, UK and US retailers report mixed financial results amid subdued consumer confidence and economic uncertainty. Watches of Switzerland sees robust US demand and tariff relief, while Frasers Group faces UK sales declines despite international growth. Walmart raises forecasts on strong e-commerce and affluent shoppers. Target and home improvement chains report sales challenges, prompting investments and cautious outlooks.
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As of mid-October 2025, US tariffs continue to pressure retail sectors, prompting cautious price hikes and shifts in consumer behavior. Walmart reports strong sales but warns of rising inventory costs. Thrift stores see growth as shoppers seek value. UK retailers like Asda face tax-driven cost pressures amid weak consumer confidence. Delivery speed intensifies competition among US retailers.
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UK retail sales growth slowed in recent weeks but remains above industry averages. Tesco and pub chains report steady sales, despite rising costs and fierce competition. Market share gains and cautious consumer behavior highlight resilience amid inflation and cost pressures.